2019-05-30T14:11:10-07:00 2018-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2017-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 2019-05-30 true Jody Blazek P00072674 7134395739 2017 2019-02-21 02:37:17Z Edward M Trusty Jr 201 Kinkaid School Drive Houston TX 77024 53215654 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. 35 34 527 400 0 8868 14661894 12752270 36869244 39964579 -3576 -83099 45040 54992 51572602 52688742 3084440 3706825 0 27632798 28977772 0 1849522 15800959 17347767 46518197 50032364 5054405 2656378 118946429 126049460 36884172 38144033 82062257 87905427 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 best potentials. false false 43292324 3706825 39964579 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. 43292324 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 false true true false false false false false false false true false true false true false false false false true true true false false true 146 0 true 527 true true true false false false false true true false 0 false false false false false false false false false false X 35 34 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 X Linda B Andrews Chairman 1.00 1.00 X X 0 0 0 Kenneth Cowan vice Chair 1.00 1.00 X X 0 0 0 Jainesh Mehta Secretary 1.00 0.00 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 John B Beckworth Life Trustee 1.00 1.00 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 Doggett 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 0.00 X 0 0 0 C Berdon Lawrence Trustee 1.00 1.00 X 0 0 0 Elizabeth Leykum Trustee 1.00 0.00 X 0 0 0 W Gregory Looser Trustee 1.00 0.00 X 0 0 0 Mary Nell Jeffers Lovett Life Trustee 1.00 0.00 X 0 0 0 Preston Marshall Trustee 1.00 0.00 X 0 0 0 Walter G Mayfield Trustee 1.00 1.00 X 0 0 0 Paula C Mentz Trustee 1.00 0.00 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 AnnaLee Waite Trustee 1.00 0.00 X 0 0 0 William M Wheless III Life Trustee 1.00 0.00 X 0 0 0 Stuart Yudofsky Life Trustee 1.00 0.00 X 0 0 0 Andrew D Martire Pres thru June 40.00 1.00 X X 665026 0 333068 Edward M Trusty Jr Assist Head 40.00 1.00 X X 225848 0 22254 Joanne Margraves Asst Treas 40.00 1.00 X 268912 0 37409 Thomas Moore Asst Secretary 40.00 0.00 X 235980 0 31908 Krista Blackburn Division Head 40.00 0.00 X 178956 0 12252 Peter Behr Division Head 40.00 0.00 X 159202 0 20032 David Holm Athletic Director 40.00 0.00 X 162335 0 10258 Edward Jordan Dir. of Facilities 40.00 0.00 X 146896 0 19051 Chelsea Collins Division Head 40.00 0.00 X 135030 0 16498 Marie-Pierre Stien Director of HR 40.00 0.00 X 130753 0 18487 Scott Lambert Dir of Fine Arts 40.00 0.00 X 140174 0 29324 2449112 550541 33 false true false Linbeck Group LLC 3900 Essex Lane 1200 Houston TX 77027 Construction Mgmt 6090475 Sage Dining Services 1402 York Rd 100 Lutherville MD 21093 Food Services 1775231 Straus Systems Ltd 7 Straus Court Stafford TX 77477 HVAC Services 436380 Professional Janitorial Services 2303 Nance St Houston TX 77020 Janitorial Services 325938 Ropes & Gray LLP 800 Boylston Street Boston MA 02199 Legal Services 353696 15 415710 5372494 6964066 212696 12752270 Auxiliary svc fees 611600 2149980 2149980 Student tuition 611600 37101031 37101031 Summer school & other 611600 713568 713568 39964579 124866 124866 0 0 0 5657 12100 11314 214408 -5657 -202308 -207965 -207965 356182 415710 301190 54992 54992 0 0 0 52688742 39964579 -28107 0 3706825 3706825 0 0 2058582 656359 956859 445364 0 21049663 18996763 1461515 591385 401785 349300 37632 14853 3786477 3409749 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124866 190026 0 0 79049878 175499483 0.63130 0.62760 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 as a pdf attachment to the return 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). false true X 98003312 1342532 8056147 5372494 102029497 92594497 846861 9905978 5344024 98003312 99355630 548710 -2039215 5270628 92594497 98671386 508916 4353513 4178185 99355630 93393234 397250 9108649 4227747 98671386 0.04410 0.35560 0.60030 false true true 22996397 22996397 83764744 37614977 46149767 10731331 6815657 3915674 10834415 8747759 2086656 11153694 11153694 86302188 Pension plan liability 6985388 6985388 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, 2018 and 2017 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 Sporting Clay 291045 238560 52485 21177 35520 7820 Book Fair 225375 10550 214825 8223 133186 2 255472 166600 88872 1749 10640 13065 43832 25978 771892 415710 356182 1749 31817 21288 79352 166984 301190 54992 true 0 0 Need-based grants 164 3134390 Tuition reduction Tuition reduction Need-based assistance 164 493311 Cost of items Textbooks, trips, lunches Merit scholarships 3 79125 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 interest 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 false false true false false false false false false false Andrew D Martire Pres thru June 482410 50000 132616 74517 258551 998094 Chelsea Collins Division Head 124954 7500 2576 8794 7704 151528 David Holm Athletic Director 82037 80000 298 1750 8508 172593 Edward Jordan Dir. of Facilities 130226 7500 9170 6799 12252 165947 Edward M Trusty Jr Assist Head 190620 25000 10228 9090 13164 248102 Joanne Margraves Asst Treas 228350 7500 33062 21521 15888 306321 Krista Blackburn Division Head 137969 7500 33487 12252 191208 Peter Behr Division Head 129366 7500 22336 4144 15888 179234 Scott Lambert Dir of Fine Arts 115779 4420 19975 10868 18456 169498 Thomas Moore Asst Secretary 226525 7500 1955 18744 13164 267888 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 June 2018: - Gross up payment for children's tuition: $119,949. (included in W-2) - Life insurance/LT disability: $799 (included in W-2) - Housing allowance/Personal services (Maid/Lawn): $242,663 (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 above are provided pursuant to Head of School's employment contract. Part I, Line 4: Participated or recieved pay from an equity based compensation arrangement Andrew Martire contributed $18,000 to a 457b plan during calendar year 2017. 30585 Tuition assistance Financial aid Ann C Wheless Trstee sis/law 54400 Employee compensation false X 24 209524 NYSE X Office supplies 2 1492 FMV X Equipment 1 1680 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 not 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, Trustee, is the daughter of Mary Nell Lovett, Life Trustee. Form 990, Part VI, Line 11b: Form 990 Review Process The 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. 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 2017-2018, the School's headmaster was in the fifth, and final year, of his employment contract. 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 SW (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 at no charge upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Adjustment to minimum pension liability = $2747346 Other Changes In Net Assets Or Fund Balances - Other Decreases Clean-up and repair expenses resulting from Hurricane Harvey = -$26175 Other Changes In Net Assets Or Fund Balances - Other Increases Insurance proceeds related to Hurricane Harvey losses = $674228 Other Changes In Net Assets Or Fund Balances - Other Decreases Property and equipment loss resulting from Hurricane Harvey = -$208607 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) 12 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) 12 The Kinkaid School true The Caylor Foundation 5555 Del Monte 304 Houston TX 77024 760446881 Scholarships for study at Kinkaid & Univ TX 501(c)(3) 509(a)(3) III FI NA false false false true false false false false false false false false true false true true false true false false The Kinkaid School Endowment Fund Inc c 5372494 Cash received The Kinkaid School Endowment Fund Inc o 45015 Cash