2020-07-08T12:42:58-07:00 2019-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2018-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 2020-07-08 true Barbara Murphy P01386215 7134395739 2018 2021-01-29 14:40:06Z Edward M Trusty Jr 201 Kinkaid School Drive Houston TX 77024 56259367 false false X www.kinkaid.org X 1906 TX The Kinkaid School, Inc. is a non-sectarian college preparatory day school that provides instruction from pre-kindergarten through grade 12. Kinkaid serves a student population of approximately 1,400 students enrolled from the greater Houston area. 34 33 535 400 0 12752270 12411715 39964579 41981220 -83099 123346 54992 59076 52688742 54575357 3706825 4455348 0 28977772 30585609 0 1791484 17347767 18037151 50032364 53078108 2656378 1497249 126049460 126593802 38144033 35890594 87905427 90703208 Kinkaid's mission is to promote educational excellence, personal responsibility, and balanced growth, and thereby to help its students to discover and develop their talents and to fulfill their highest potential. false false 43849770 4455348 41981220 Education of children - Pre-kindergarten through grade 12 - The primary goals of Kinkaid are intellectual endeavor and achievement. The School also believes that a well-rounded education includes experiences in the arts, athletics, and a variety of extra-curricular activities. Kinkaid further believes that every student is and will continue to be part of a community and, therefore, seeks to strengthen his or her moral responsibility and service to it. To that end, the School actively promotes honesty, respect, responsibility, and kindness. Kinkaid also believes that participation of parents in their children's education is essential to accomplishing its mission. The School makes every attempt to inform them of the School's purposes and goals, and expects their strong support in the pursuit of these aims. 43849770 true true false false false false false false true true true false false false true false false true true false false false false false true false false true true true false false false false false false false true false true false true false false false false true true true false false true 162 3 true 535 true false false false false false false true true false 0 false false false false false false false false false false true false X 34 33 true false false false false false false true true false false true true true true true true true true false X Joanne Margraves CFO 7137821640 201 Kinkaid School Drive Houston TX 77024 Kenneth Cowan Chairman 1.00 1.00 X X 0 0 0 W Gregory Looser Vice Chair 1.00 1.00 X X 0 0 0 Elizabeth Leykum Secretary 1.00 1.00 X X 0 0 0 William Montgomery Treasurer 1.00 1.00 X X 0 0 0 Kim G Adkins Trustee 1.00 0.00 X 0 0 0 Linda Andrews Trustee 1.00 0.00 X 0 0 0 John B Beckworth Life Trustee 1.00 0.00 X 0 0 0 Brandt C Bowden Trustee 1.00 0.00 X 0 0 0 O Holcombe Crosswell Life Trustee 1.00 0.00 X 0 0 0 Stewart Cureton Jr Life Trustee 1.00 0.00 X 0 0 0 Ernest L Deal Life Trustee 1.00 0.00 X 0 0 0 Brad J Deutser Trustee 1.00 0.00 X 0 0 0 William Leslie Dogett Sr Trustee 1.00 0.00 X 0 0 0 Robert D Duncan Trustee 1.00 0.00 X 0 0 0 Edwin H Frank III Trustee 1.00 1.00 X 0 0 0 Pam Fullenweider Trustee 1.00 0.00 X 0 0 0 Frances Hopper Jeter Life Trustee 1.00 0.00 X 0 0 0 Helena Papadopoulos Johnson Trustee 1.00 0.00 X 0 0 0 Evan H Katz Trustee 1.00 1.00 X 0 0 0 C Berdon Lawrence Trustee 1.00 1.00 X 0 0 0 Mary Nell Jeffers Lovett Life Trustee 1.00 0.00 X 0 0 0 Steven P Mach Trustee 1.00 1.00 X 0 0 0 Walter G Mayfield Trustee 1.00 1.00 X 0 0 0 Paula C Mentz Trustee 1.00 1.00 X 0 0 0 Caroline Mitchell Trustee 1.00 1.00 X 0 0 0 Christine R Morenz Trustee 1.00 0.00 X 0 0 0 Michael S Morgan Trustee 1.00 0.00 X 0 0 0 E Staman Ogilvie Life Trustee 1.00 1.00 X 0 0 0 Ricardo Perusquia Trustee 1.00 1.00 X 0 0 0 Mary Eliza Lovett Shaper Trustee 1.00 0.00 X 0 0 0 Thomas M Simmons Trustee 1.00 0.00 X 0 0 0 Douglas E Swanson Jr Trustee 1.00 0.00 X 0 0 0 Matthew A Thanheiser Trustee 1.00 0.00 X 0 0 0 Asha Jamal Virani Trustee 1.00 0.00 X 0 0 0 William M Wheless III Life Trustee 1.00 0.00 X 0 0 0 Darryl I Wilson Trustee 1.00 0.00 X 0 0 0 Stuart Yudofsky Life Trustee 1.00 0.00 X 0 0 0 Andrew Martire Pres/Headmaster 40.00 1.00 X X 1124630 0 145259 Edward M Trusty Jr Pres/Headmaster 40.00 1.00 X X 334211 0 23522 Joanne Margraves Asst. Treas/CFO 40.00 2.00 X 277861 0 35522 Thomas Moore Advancement Dir 40.00 2.00 X 243030 0 30528 Krista Blackburn Babine Division Head 40.00 0.00 X 181861 0 10447 Peter Behr Division Head 40.00 0.00 X 151180 0 19111 David Holm Athletic Director 40.00 0.00 X 180259 0 19612 Edward Jordan Facilities Dir. 40.00 0.00 X 154328 0 18134 Chelsea Collins Division Head 40.00 0.00 X 142305 0 15762 Marie-Pierre Stien HR Director 40.00 0.00 X 134714 0 17962 Scott Lambert Fine Arts Director 40.00 0.00 X 169935 0 28346 3094314 364205 28 false true false Linbeck Group LLC 3900 Essex Lane 1200 Houston TX 77027 Construction Mgmt 2098310 Sage Dining Services 1402 York Rd 100 Lutherville MD 21093 Food Services 1948805 Pappas Consulting Group 17 Island Cove Palm Beach Gardens FL 33418 Consulting Services 380670 Professional Janitorial Services 2303 Nance St Houston TX 77020 Janitorial Services 336580 Ropes & Gray LLP 800 Boylston Street Boston MA 02199 Legal Services 681555 19 1644551 5521492 5245672 635910 12411715 Auxiliary svc fees 611600 2279067 2279067 Student tuition 611600 39049924 39049924 Summer school & other 611600 652229 652229 41981220 268756 268756 0 0 0 174915 19200 179288 160237 -4373 -141037 -145410 -145410 1403561 1644551 1344485 59076 59076 0 0 0 54575357 41981220 182422 331275 331275 4124073 4124073 0 0 1561548 521285 645784 394479 0 23001921 19480592 2954846 566483 1110195 999571 78237 32387 3157979 2843307 222547 92125 1753966 1463594 232308 58064 0 664141 664141 80610 80610 0 0 0 1237719 1171719 66000 6045 6045 884224 472967 411257 1365823 600962 723886 40975 0 2659453 2595321 37286 26846 47201 23610 23591 0 31468 15740 15728 1512 1512 0 4472195 4364348 62702 45145 366848 358002 5143 3703 Educational materials 3058567 3058567 Dining Center Services 1567938 1531453 28476 8009 Athletics 930445 930445 Security 662962 646975 9295 6692 0 53078108 43849770 7436854 1791484 317812 1671517 23937693 26061777 9222844 7319171 418593 145614 0 0 0 0 1645965 1438406 142938669 56980925 86302188 85957744 0 0 0 0 4204365 3999573 126049460 126593802 3703173 1490434 26532772 27769066 922700 902169 6985388 5728925 38144033 35890594 X 74805485 82595204 13099942 8108004 87905427 90703208 126049460 126593802 X 1497249 1300532 X false true X true false X 19672028 14204140 14671649 12752270 12411715 73711802 0 0 19672028 14204140 14671649 12752270 12411715 73711802 27052948 46658854 6277 12605 45266 124866 268756 457770 0 0 74169572 186476960 0.62910 0.63130 X Part I: Additional Information The Kinkaid School, Inc. is classified as a school under IRC Section 170(b)(1)(A)(ii). As such, it is not required to complete Schedule A, Part II - Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi). The School is voluntarily including Schedule A, Part II in order to demonstrate that it qualifies for the special rule in Schedule B - Schedule of Contributors for those organizations that meet the 33 1/3% support test described in the regulations under IRC Sections 509(a)(1) and 170(b)(1)(A)(vi). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 102029497 746335 4845574 5521492 102099914 98003312 1342532 8056147 5372494 102029497 92594497 846861 9905978 5344024 98003312 99355630 548710 -2039215 5270628 92594497 98671386 508916 4353513 4178185 99355630 0.04790 0.35940 0.59270 false true true 22996397 22996397 84759912 40180190 44579722 23918042 7710396 16207646 10900684 9090339 1810345 363634 363634 85957744 Note Payable - Related Party 5700000 Pension plan liability 28925 5728925 Part IV, Line 2b: Explanation of escrow account liability The School holds funds for several related groups such as parent organizations, clubs, and class activities. The School has limited discretion over the use of these funds, but acts as an agent in collecting, holding, and disbursing these funds. Funds held for others at July 31, 2019 and 2018 are reported in the Schools cash and cash equivalents and as a liability of the School. Part V, Line 4: Intended uses of the endowment fund. The Kinkaid School Endowment Fund was established in 1958 to hold and invest permanent funds for The Kinkaid School, Inc., a private school providing instruction at the lower, middle and upper school levels to approximately 1,400 students. The Endowment's purposes are to enable the school to employ the best teachers, to provide financial assistance for tuition, and to promote in any and all other ways the educational purposes and general welfare of the school. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized During the registration period, the School's nondiscriminatory policy is printed in the classified section of the Houston Chronicle newspaper for general distribution in the Houston Metro area. The policy is also published on the School's website and in application brochures. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false Auction 2317782 1240387 1077395 186565 148468 211155 551804 Sporting Clay 262481 210189 52292 19014 29323 3 467849 193975 273874 7624 18463 47092 124977 3048112 1644551 1403561 26638 186565 166931 287570 676781 1344485 59076 true Kinkaid School Endowment Fund 201 Kinkaid School Drive Houston TX 77024 760460841 501(c)(3) 331275 0 Endowment support 1 0 Need-based grants 180 3702610 Tuition reduction Tuition reduction Need-based assistance 177 337988 Cost of items Textbooks, trips, meals Merit scholarships 3 83475 Tuition reduction Tuition reduction Grantmaker's Description of How Grants are Used The Kinkaid School provides scholarships and financial assistance to students based upon financial needs as determined from confidential financial statements required of all candidate parents. Students are tested to ensure that the school enrolls intellectually capable students who can benefit from the school programs and whose talents and interests can contribute to the school as as whole. Candidates are considered without regard to race or creed. These capable and deserving students would not be able to attend the school without financial aid. Students' academic performance is monitored on an ongoing basis. The Kinkaid School does not grant athletic scholarships. X X X false true X X X X X true false true false false false false true false false Andrew Martire Pres/Headmaster 530671 512500 81459 7875 137384 1269889 300000 Chelsea Collins Division Head 131411 7100 3794 9246 6516 158067 David Holm Athletic Director 168533 7100 4626 5325 14287 199871 Edward Jordan Facilities Dir. 137218 7100 10010 7687 10447 172462 Edward M Trusty Jr Pres/Headmaster 317162 7100 9949 11863 11659 357733 Joanne Margraves Asst. Treas/CFO 236281 7100 34480 22215 13307 313383 Krista Blackburn Babine Division Head 143090 7100 31671 10447 192308 Marie-Pierre Stien HR Director 126888 7100 726 6767 11195 152676 Peter Behr Division Head 135603 7100 8477 5804 13307 170291 Scott Lambert Fine Arts Director 134388 7100 28447 12589 15757 198281 Thomas Moore Advancement Dir 233901 7100 2029 19333 11195 273558 Part I, Line 1a: Relevant information in regards to selections on 1a. The following benefits listed in Line 1a were provided to Andrew Martire, Headmaster through July 2018: - Life insurance/LT disability: $673 (included in W-2) - Housing allowance/Personal services (Maid/Lawn): $126,451 (not included in W-2; provided for the convenience of the employer) Part I, Line 1b: Reason for not following policy regarding payment provisions for expenses All items noted in this section are provided pursuant to the Headmaster's employment contract. Part I, Line 4: Participated or recieved pay from an equity based compensation arrangement Andrew Martire received a severance payment of $150,000 during calendar year 2018. He also contributed $18,000 to a 457(b) plan in the same year. Part I, Line 7: Non-Fixed payments not listed above Andrew Martire received a bonus in the amount of $62,500 during calendar year 2018. Upon his resignation, he also received a payment of $300,000 which is comprised of $60,000 per year of previously reported deferred compensation that accrued over a period of five years. 33100 Tuition assist. Financial aid Ann C Wheless Trstee sis/law 56300 Employee compensation false X 19 95770 FMV X Food & supplies 3 3353 FMV X Camera Equipmen 1 4000 FMV X Coffee Machine 1 200 FMV X Auction items 231 532587 FMV false true false Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee The Executive Committee consists of the Chair, the Vice Chair, the President and the two most immediate former Chairs of the Board of Trustees. In addition, the Board may elect no more than 4 additional members of the Board of Trustees to serve on the Executive Committee. All members of the Executive Committee are members of the Board of Trustees. The Executive Committee has all of the powers and authority of the Board of Trustees. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Mary Eliza Shaper and Mary Nell Lovett have a family relationship. Form 990, Part VI, Line 11b: Form 990 Review Process Form 990 is reviewed by the Chair of the Board of Trustees, the Chair of the Finance Committee, the Headmaster, and the Chief Financial Officer. The Form is made available to all trustees before filing with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A conflict of interest disclosure is completed annually by all officers, directors, trustees, and key employees. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management During 2018-2019, the School appointed Edward M. Trusty, Jr., previously the Assistant Head of School, to serve as Interim Head of School. The terms of the employment contract were based on comparative data provided by the National Association of Independent Schools (NAIS) and the Independent School Association of the Southwest (ISAS). The contract was negotiated by a Compensation Committee of the Board. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Headmaster determines the salaries of other key employees in consultation with the compensation committee using comparative data provided by NAIS and ISAS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The School provides copies of documents upon request at no charge. Other Changes In Net Assets Or Fund Balances - Other Increases Adjustment to minimum pension liability = $1300532 The Kinkaid School Endowment Fund Inc 201 Kinkaid School Drive Houston TX 77024 760460841 Hold and invest permanent funds for The Kinkaid School TX 501(c)(3) 12a The Kinkaid School true The Kinkaid Investments Foundation 201 Kinkaid School Drive Houston TX 77024 742177160 Receive gifts of realty and nonliquid assets for Kinkaid Sch TX 501(c)(3) 12a The Kinkaid School true The Caylor Foundation 4718 Hallmark Dr 502 Houston TX 77056 760446881 Scholarships for study at Kinkaid & Univ TX 501(c)(3) 12c NA false false true true false true false false false false false false true false true true false true false false The Kinkaid School Endowment Fund Inc b 331275 Cash The Kinkaid School Endowment Fund Inc c 5521492 Cash The Kinkaid School Endowment Fund Inc e 5700000 Cash The Kinkaid School Endowment Fund Inc o 47250 Cash