2022-06-08T15:12:56-05:00 2021-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2020-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 7137821640 2022-06-08 1 Joanne Margraves 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Jonathan Eades 201 Kinkaid School Drive Houston TX 77024 52360921 0 X www.kinkaid.org X 1906 TX The Kinkaid School provides instruction to approx. 1,460 students from pre-K through grade 12. 26 26 514 400 0 0 7835530 8056401 43353769 44088975 193156 -18018 52725 -36645 51435180 52090713 4290825 4290993 0 0 30537772 33085303 0 0 2225056 17974379 17927648 52802976 55303944 -1367796 -3213231 123015734 122042370 33680322 35920189 89335412 86122181 X See Schedule O 0 0 47562225 4290993 44088975 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. 47562225 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 131 0 1 514 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 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 2.00 X X 0 0 0 Steven P Mach Vice Chair 1.00 0.00 X X 0 0 0 Elizabeth Leykum Secretary 1.00 1.00 X X 0 0 0 Evan H Katz Treasurer 1.00 0.00 X X 0 0 0 Kim G Adkins Trustee 1.00 0.00 X 0 0 0 Brandt C Bowden 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 Brad J Deutser Trustee 1.00 0.00 X 0 0 0 William L Dogett Sr Trustee 1.00 0.00 X 0 0 0 Robert D Duncan Trustee 1.00 1.00 X 0 0 0 Ashley Morgan Hannah Trustee 1.00 0.00 X 0 0 0 Boyd Heath 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 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 Paula C Mentz Trustee 1.00 0.00 X 0 0 0 Caroline B Mitchell Trustee 1.00 1.00 X 0 0 0 E Staman Ogilvie Life Trustee 1.00 0.00 X 0 0 0 Bethel Quander 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 AWizel Trustee 1.00 0.00 X 0 0 0 Jonathan Eades President & Head of School 40.00 0.00 X 441743 0 134310 Joanne Margraves CFO 40.00 2.00 X 296156 0 36391 Thomas J Moore Advancement Director 40.00 0.00 X 260707 0 32137 Krista L Babine Lower School Head 40.00 0.00 X 206530 0 10224 Peter Behr Upper School Head 40.00 0.00 X 156326 0 20351 Matthew Rush Assistant Head of School 40.00 0.00 X 168313 0 9185 David Holm Athletics Director 40.00 0.00 X 190762 0 24713 Edward A Jordan Facilities Director 40.00 0.00 X 164514 0 20874 Scott Lambert Fine Arts Director 40.00 0.00 X 156368 0 27634 Vincent Vrotny Technology Director 40.00 0.00 X 146526 0 18565 Iris Bonet Admissions Director 40.00 0.00 X 142561 0 10224 Quenby Mott Head US Dean 40.00 0.00 X 132740 0 19497 Jane Murdock Faculty 40.00 0.00 X 129001 0 18616 Patti Rutledge Controller 40.00 0.00 X 126641 0 23002 Andrew Martire President & HOS (to July 2018) 0.00 0.00 X 134929 0 0 Edward Trusty Jr President & HOS (to June 2020) 0.00 0.00 X 500601 0 129220 3354418 0 534943 40 1 1 0 Studio Red Architects 2040 N Loop W Ste 308 Houston TX 77054 Architecture 2131962 Sage Dining Services 1402 York Rd Ste 100 Lutherville MD 21093 Food Services 1133765 Professional Janitorial Services 2303 Nance St Houston TX 77020 Janitorial 365618 Pappas Consulting Group 17 Island Cove Way Palm Beach Gardens FL 33418 Consulting 361422 Jones & Associates Consulting 16921 Via De Santa Fe Rancho Sante Fe CA 92067 Consulting 232949 10 482398 4052559 3521444 10000 8056401 Student tuition 611600 42809582 42809582 Auxiliary svc fees 611600 1172237 1172237 Summer school & other 611600 107156 107156 44088975 18018 -18018 -18018 -18018 215545 482398 252190 -36645 -36645 52090713 44088975 0 -54663 2400 2400 4288593 4288593 2950756 1133429 1376258 441069 24006287 21451741 1708219 846327 1263194 1096629 119712 46853 2986714 2611701 278542 96471 1878352 1582456 237221 58675 142545 142545 67403 67403 844566 23565 593230 227771 564097 181274 165936 216887 1437513 1221886 143751 71876 3239845 3127195 68438 44212 436807 435992 495 320 86937 80249 6195 493 237280 237280 5031291 4856351 106281 68659 463204 447098 9785 6321 Educational materials 3113800 3113800 Dining Center services 1277826 1249780 19569 8477 Event expenses 431631 319358 50415 61858 Security 280656 270897 5929 3830 272247 67831 179459 24957 55303944 47562225 5516663 2225056 2567514 2954569 26685801 27282746 4583221 2859601 90250 444891 1367055 1540841 149392186 66501855 83587810 82890331 4134083 4069391 123015734 122042370 1379264 1280668 25703391 28321465 1089083 1008545 5508584 5309511 33680322 35920189 X 81398605 78868916 7936807 7253265 89335412 86122181 123015734 122042370 -3213231 0 X 0 1 X 1 0 X 14671649 12752270 12411715 7835530 8056401 55727565 14671649 12752270 12411715 7835530 8056401 55727565 24206513 31521052 45266 124866 268756 234266 673154 56400719 206257787 0.55890 0.58660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 103828321 975548 23464959 4052559 124216269 102099914 361729 5462352 4095674 103828321 102029497 746335 4845574 5521492 102099914 98003312 1342532 8056147 5372494 102029497 92594497 846861 9905978 5344024 98003312 0.04722 0.30617 0.64661 0 1 1 22996397 22996397 86142793 45629365 40513428 24469535 10611471 13858064 12162113 10261019 1901094 3621348 3621348 82890331 Note Payable to affiliate 5309511 5309511 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, 2021 and 2020 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 1,400 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. 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. Sporting Clay 305330 261953 43377 14687 1289 55199 5330 Bookfair 196902 97510 99392 85663 2 195711 122935 72776 1080 34496 7152 38625 8669 697943 482398 215545 1080 49183 8441 93824 99662 252190 -36645 1 Need-based grants 193 4015791 Tuition reduction Need-based assistance 188 242272 Textbooks, trips, meals 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 0 0 0 0 0 0 0 1 0 Edward Trusty Jr President & HOS (to June 2020) 399436 0 70000 0 31165 0 7000 0 122220 0 629821 0 0 0 Jonathan Eades President & Head of School 244168 0 55000 0 142575 0 3563 0 130747 0 576053 0 0 0 Joanne Margraves CFO 252711 0 7000 0 36445 0 23827 0 12564 0 332547 0 0 0 Thomas J Moore Advancement Director 249932 0 7000 0 3775 0 20641 0 11496 0 292844 0 0 0 Krista L Babine Lower School Head 153614 0 10000 0 42916 0 0 0 10224 0 216754 0 0 0 David Holm Athletics Director 182581 0 7000 0 1181 0 9185 0 15528 0 215475 0 0 0 Edward A Jordan Facilities Director 145854 0 7000 0 11660 0 10650 0 10224 0 185388 0 0 0 Scott Lambert Fine Arts Director 125415 0 7000 0 23953 0 11792 0 15842 0 184002 0 0 0 Matthew Rush Assistant Head of School 103318 0 10000 0 54995 0 2688 0 6497 0 177498 0 0 0 Peter Behr Upper School Head 145649 0 10000 0 677 0 7787 0 12564 0 176677 0 0 0 Vincent Vrotny Technology Director 135714 0 10000 0 812 0 7069 0 11496 0 165091 0 0 0 Iris Bonet Admissions Director 135062 0 7000 0 499 0 0 0 10224 0 152785 0 0 0 Quenby Mott Head US Dean 132383 0 0 0 357 0 7154 0 12343 0 152237 0 0 0 Andrew Martire President & HOS (to July 2018) 131251 0 0 0 3678 0 0 0 0 0 134929 0 0 0 Part I, Line 1a The following benefits listed on Line 1a were provided during calendar 2020 to Edward Trusty, former Head of School: - Life insurance/LT disability: $400 (included in W-2) - Housing allowance/Personal services (Maid/Lawn): $115,922 (not included in W-2; provided for the convenience of the employer) The following benefits listed on Line 1a were provided during calendar 2020 to Jonathan Eades, Head of School: - Life insurance/LT disability: $337 (included in W-2) - Tuition Gross-up: $141,000 (included on W-2) - Housing allowance/Personal services (Maid/Lawn): $121,462 (not included in W-2; provided for the convenience of the employer) Part I, Line 1b All items noted in this section are provided pursuant to the Head of School's employment contract. Part I, Line 7 Edward Trusty, former Head of School, received a performance-based bonus in the amount of $70,000 during 2020. This bonus was approved by the Board of Trustees. Jonathan Eades, Head of School, received a performance-based bonus in the amount of $55,000 during 2020. This bonus was approved by the Board of Trustees. Ann C Wheless Trustee relative 61695 Employment 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 2020-2021, Jonathan E. Eades, served his first year as 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. 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 Dr Houston TX 77024 760460841 Hold and invest permanent funds for The Kinkaid School TX 501(c)(3) 12a The Kinkaid School 1 The Kinkaid Investments Foundation 201 Kinkaid School Dr Houston TX 77024 742177160 Receive gifts of realty and nonliquid assets for The Kinkaid School TX 501(c)(3) 12a The Kinkaid School 1 The Caylor Foundation 4718 Hallmark Dr 502 Houston TX 77056 760446881 Scholarships for study at Kinkaid & University TX 501(c)(3) 12c 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 C 4052559 Cash The Kinkaid School Endowment Fund Inc E 5309511 Cash The Kinkaid School Endowment Fund Inc O 58962 Cash