2023-05-22T15:33:52-05:00 2022-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 7137821640 2023-05-22 1 Joanne Margraves 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Jonathan Eades 201 Kinkaid School Drive Houston TX 77024 121840888 0 X www.kinkaid.org X 1906 TX The Kinkaid School provides instruction to approx. 1,465 students from pre-K through grade 12. 29 29 516 400 0 0 8056401 74823023 44088975 45145981 -18018 40423 -36645 -139803 52090713 119869624 4290993 7232948 0 0 33085303 34011496 0 97043 2247527 17927648 18489905 55303944 59831392 -3213231 60038232 122042370 183587996 35920189 37427583 86122181 146160413 X See Schedule O 0 0 51957778 7232948 45145981 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. 51957778 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 136 1 1 516 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Joanne Margraves CFO 7137821640 201 Kinkaid School Drive Houston TX 77024 Edwin H Frank III Chair 1.00 1.00 X X 0 0 0 Steven P Mach Vice Chair 1.00 1.00 X X 0 0 0 Elizabeth Leykum Secretary (to 05/22) 1.00 1.00 X X 0 0 0 Bethel Quander Secretary (as of 06/22) 1.00 0.00 X X 0 0 0 Evan H Katz Treasurer 1.00 0.00 X X 0 0 0 Brandt C Bowden Trustee 1.00 0.00 X 0 0 0 Jessica Kilbourne Brazelton Trustee 1.00 0.00 X 0 0 0 Annette Brissett Trustee 1.00 0.00 X 0 0 0 Stephanie Cockrell Trustee 1.00 0.00 X 0 0 0 Kenneth Cowan Trustee 1.00 1.00 X 0 0 0 William L Doggett Sr Trustee 1.00 0.00 X 0 0 0 Robert D Duncan Trustee 1.00 1.00 X 0 0 0 Ashley Morgan Hanna Trustee 1.00 0.00 X 0 0 0 Michael Hanson Trustee 1.00 0.00 X 0 0 0 Boyd Heath Trustee 1.00 0.00 X 0 0 0 Lisa Helfman Trustee 1.00 0.00 X 0 0 0 Helena Papadopoulos Johnson Trustee 1.00 1.00 X 0 0 0 Charles B Lawrence Jr Trustee 1.00 0.00 X 0 0 0 Alicia Lee Trustee 1.00 0.00 X 0 0 0 Cecil J Looke III Trustee 1.00 0.00 X 0 0 0 W Gregory Looser Trustee 1.00 0.00 X 0 0 0 Walter G Mayfield Trustee 1.00 1.00 X 0 0 0 Billy McCartney Trustee 1.00 0.00 X 0 0 0 E Staman Ogilvie Life Trustee 1.00 1.00 X 0 0 0 Elisa Stude Pye Trustee 1.00 0.00 X 0 0 0 Tom Simmons Life Trustee 1.00 0.00 X 0 0 0 Carlos Sole III Trustee 1.00 0.00 X 0 0 0 Douglas E Swanson Jr 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 1.00 X 0 0 0 Neil A Wizel Trustee 1.00 0.00 X 0 0 0 Jonathan Eades President & Head of School 40.00 0.00 X 748824 0 212177 Joanne Margraves CFO 40.00 2.00 X 291137 0 36050 Matthew Rush Assistant Head of School 40.00 0.00 X 345755 0 23278 Krista Blackburn Lower School Head 40.00 0.00 X 212042 0 11316 David Holm Director of Athletics 40.00 0.00 X 198985 0 26940 Edward A Jordan Director of Facilities 40.00 0.00 X 171145 0 22256 Goldie Arriola Director of Human Resources 40.00 0.00 X 164978 0 19060 Peter Behr Upper School Head 40.00 0.00 X 164588 0 19203 Iris Bonet Director of Admissions 40.00 0.00 X 150640 0 11316 Vincent Vrotny Director of Technology 40.00 0.00 X 150387 0 20100 Thomas J Moore Director of Advancement 40.00 0.00 X 270510 0 35322 Scott Lambert Director of Fine Arts 40.00 0.00 X 149927 0 29345 Quenby Mott Head Upper School Dean 40.00 0.00 X 138031 0 20798 Katherine Lambert Faculty 40.00 0.00 X 132758 0 10913 Patti Rutledge Controller 40.00 0.00 X 130711 0 25284 Jennifer Kincaid Upper School Dean 40.00 0.00 X 129781 0 13927 Edward Trusty Jr President & HOS (to 06/20) 0.00 0.00 X 147125 0 0 3697324 0 537285 46 1 1 0 Sage Dining Services 1402 York Rd Ste 100 Lutherville MD 21093 Food Services 1865254 KARR Limousine Service 6363 Richmond Ave Ste 300 Houston TX 77057 Transportation 555467 Professional Janitorial Services 2303 Nance St Houston TX 77020 Janitorial 374150 Walker Engineering Inc 7761 W Little York Rd Houston TX 77040 Electrical 277794 Chamberlin Roofing and Waterproofing 4545 Langfield Rd Houston TX 77040 Construction 266578 14 2128457 4060905 68633661 4898471 74823023 Student tuition 611600 42820156 42820156 Auxiliary service fees 611600 2170336 2170336 Summer school, other fees 611600 155489 155489 45145981 40423 40423 1831461 2128457 1971264 -139803 -139803 119869624 45145981 0 -99380 2667082 2667082 4565866 4565866 3845421 1707645 1483019 654757 23765558 21263757 1770826 730975 1313457 1104823 153735 54899 3125437 2769431 266065 89941 1961623 1695883 205593 60147 121313 121313 71235 71235 97043 97043 400270 182797 210990 6483 546907 194784 194199 157924 1456422 1237959 145642 72821 3230125 3117812 68233 44080 48197 48197 180106 158169 10599 11338 534918 534918 5121381 4943308 108184 69889 530791 512336 11212 7243 Educational materials 3565602 3565602 Dining Center services 1632681 1595535 27498 9648 Event expenses 552685 290626 124248 137811 Security 260847 251777 5510 3560 236425 84389 113068 38968 59831392 51957778 5626087 2247527 2954569 3432545 27282746 56268673 2859601 38597967 444891 95118 1540841 1221845 151518433 71623236 82890331 79895197 4069391 4076651 122042370 183587996 1280668 1303763 28321465 29840889 1008545 1180456 5309511 5102475 35920189 37427583 X 78868916 75675007 7253265 70485406 86122181 146160413 122042370 183587996 60038232 0 X 0 1 X 1 0 X 12752270 12411715 7835530 8056401 74823023 115878939 12752270 12411715 7835530 8056401 74823023 115878939 51790819 64088120 124866 268756 234266 40423 668311 116547250 214534524 0.54990 0.55890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 124216269 3724054 -8130356 4060905 115749062 103828321 975548 23464959 4052559 124216269 102099914 361729 5462352 4095674 103828321 102029497 746335 4845574 5521492 102099914 98003312 1342532 8056147 5372494 102029497 0.04800 0.35815 0.59385 0 1 1 22996397 22996397 87057268 48437543 38619725 24950449 12106900 12843549 12800565 11078793 1721772 3713754 3713754 79895197 Note Payable to affiliate 5102475 5102475 Part IV, Line 2b: 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, 2022 and 2021 are reported in the School's cash and cash equivalents and as a liability of the School. Part V, Line 4: 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 1,500 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 The School's nondiscriminatory policy is published on the School's website and in application brochures. X X X X X X 1 Grenzebach Glier & Assoc PO Box 775324 Chicago IL 60677 Consulting 0 0 78746 0 The Stelter Co PO Box 5228 Des Moines IA 50305 Consulting 0 0 11847 0 ThankView LLC PO Box 844788 Boston MA 02284 Online outreach 0 0 6450 0 97043 TX Wonder Ball 3155956 1716431 1439525 243733 294427 191651 15931 867492 BookFair 344967 101275 243692 13058 140909 3 458995 310751 148244 1622 16848 18480 19138 106322 41653 3959918 2128457 1831461 1622 260581 312907 223847 122253 1050054 1971264 -139803 1 The Kinkaid School Endowment Fund Inc 201 Kinkaid School Drive Houston TX 77024 760460841 501(c)(3) 2667082 0 Endowment support 1 0 Need-based grants 189 4219375 Tuition reduction Need-based assistance 192 315961 Textbooks, trips, meals, etc. Merit scholarships 1 30530 Tuition reduction Part I, Line 2: 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 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 Jonathan Eades President & Head of School 487169 0 125000 0 136655 0 8700 0 203477 0 961001 0 0 0 Matthew Rush Assistant Head of School 272143 0 10000 0 63612 0 8397 0 14881 0 369033 0 0 0 Joanne Margraves CFO 266958 0 10000 0 14179 0 24434 0 11616 0 327187 0 0 0 Thomas J Moore Director of Advancement 256632 0 10000 0 3878 0 22482 0 12840 0 305832 0 0 0 David Holm Director of Athletics 187765 0 10000 0 1220 0 9756 0 17184 0 225925 0 0 0 Krista Blackburn Lower School Head 158547 0 10000 0 43495 0 0 0 11316 0 223358 0 0 0 Edward A Jordan Director of Facilities 150004 0 10000 0 11141 0 10940 0 11316 0 193401 0 0 0 Goldie Arriola Director of Human Resources 154868 0 10000 0 110 0 4970 0 14090 0 184038 0 0 0 Peter Behr Upper School Head 154000 0 10000 0 588 0 8067 0 11136 0 183791 0 0 0 Scott Lambert Director of Fine Arts 129515 0 10000 0 10412 0 12161 0 17184 0 179272 0 0 0 Vincent Vrotny Director of Technology 139547 0 10000 0 840 0 7260 0 12840 0 170487 0 0 0 Iris Bonet Director of Admissions 140120 0 10000 0 520 0 0 0 11316 0 161956 0 0 0 Quenby Mott Head Upper School Dean 137157 0 0 0 874 0 7091 0 13707 0 158829 0 0 0 Patti Rutledge Controller 130378 0 0 0 333 0 12444 0 12840 0 155995 0 0 0 Edward Trusty Jr President & HOS (to 06/20) 127125 0 20000 0 0 0 0 0 0 0 147125 0 0 0 Part I, Line 1a The following benefits listed on Line 1a were provided during calendar year 2021 to Jonathan Eades, Head of School: - Life insurance/LT disability: $811 (included in W-2) - Tuition Gross-up: $119,676 (included in W-2) - Housing allowance/personal services (lawn): $189,221 (not included in W-2; provided for the convenience of the employer) The following benefits listed on Line 1a were provided during calendar year 2021 to Matthew Rush, Assistant Head of School: - Life insurance/LT disability: $301 (included in W-2) - Tuition Gross-up: $63,311 (included in W-2) Part I, Line 1b All items noted in this section are provided pursuant to the Head of School's employment contract. Part I, Line 4a Edward Trusty, former Interim Head of School, received severance pay of $147,125 in calendar year 2021. Part I, Line 7 Edward Trusty, former Head of School, received a performance-based bonus in the amount of $20,000 during calendar year 2021. This bonus was approved by the Board of Trustees. Jonathan Eades, Head of School, received a performance-based bonus in the amount of $125,000 during calendar year 2021. This bonus was approved by the Board of Trustees. X 5 4142984 NYSE X Auction items 407 754318 FMV X Supplies 2 1169 FMV 0 1 0 Form 990, Part III, Line 1 Kinkaid's mission is to promote educational excellence and balanced growth in a challenging, safe, and inclusive learning environment for the benefit of intellectually capable children of a sound character whose talents, interests, and uniqueness will be encouraged and nurtured to prepare them to lead, serve, and become contributing citizens to Kinkaid, our country, and the global community. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Chair of the Board of Trustees, the Chair of the Finance Committee, the Head of School, and the Chief Financial Officer. The Form is made available to all trustees before filing with the IRS. Form 990, Part VI, Section B, line 12c A conflict of interest disclosure is completed annually by all officers, directors, trustees, and key employees. Form 990, Part VI, Section B, line 15 During 2021-2022, Jonathan E. Eades served his second year as Head of School. The terms of his 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. The Head of School 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, Section C, line 19 The School provides copies of documents upon request at no charge. 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) Line 12a, I The Kinkaid School 1 The Kinkaid Investments Foundation 201 Kinkaid School Drive Houston TX 77024 742177160 Receive gifts of realty and nonliquid assets for The Kinkaid School TX 501(c)(3) Line 12a, I The Kinkaid School 1 The Caylor Foundation 4718 Hallmark Dr Ste 502 Houston TX 77056 760446881 Scholarships for study at Kinkaid and University TX 501(c)(3) Line 12c, III-FI N/A 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 The Kinkaid School Endowment Fund Inc B 2667082 Cash The Kinkaid School Endowment Fund Inc C 4060905 Cash The Kinkaid School Endowment Fund Inc E 5102475 Cash