KINKAID SCHOOL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KINKAID SCHOOL INC (EIN 76-0295523)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-05-29
- IRS object ID
- 201521499349300607
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-29T09:46:54-07:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760295523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kinkaid School Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KINK | BusinessNameControlTxt |
| Phone | 7137821640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Kinkaid School Drive | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joanne Margraves | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Andrew D Martire | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Kincaid School Drive | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,553,275 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kinkaid.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 655 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,309,953 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,559,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,070,129 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,003,743 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$19,605 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,050,152 | CYInvestmentIncomeAmt |
| PY Other Revenue | $639,737 | PYOtherRevenueAmt |
| CY Other Revenue | $110,420 | CYOtherRevenueAmt |
| PY Total Revenue | $40,000,214 | PYTotalRevenueAmt |
| CY Total Revenue | $49,724,080 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,569,336 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,427,562 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,836,599 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,340,530 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,346,106 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,876,214 | PYOtherExpensesAmt |
| CY Other Expenses | $11,974,148 | CYOtherExpensesAmt |
| PY Total Expenses | $38,282,149 | PYTotalExpensesAmt |
| CY Total Expenses | $38,742,240 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,718,065 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,981,840 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,708,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,798,339 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,244,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,238,417 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,464,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,559,922 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $34,184,771 | ExpenseAmt |
| Grant | $2,427,562 | GrantAmt |
| Revenue | $31,003,743 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $34,184,771 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 108 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 655 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joanne Margraves CFO | PersonNm |
| Phone | 7137821640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Kinkaid School Drive | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Walter G Mayfield | |||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Linda Andrews | |||||||||
| Vice Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David P Oelman | |||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Eugene Werlin Jr | |||||||||
| Treas to June | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bill Montgomery | |||||||||
| Treas from June | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John B Beckworth | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James E Chandler | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Cowan | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| O Holcombe Crosswell | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stewart Cureton Jr | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ernest L Deal | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Leslie Dogett | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edwin H Frank III | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Pam Fullenweider | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph A Hafner Jr | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| G Blake Hogan | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Frances Hopper Jeter | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| C Berdon Lawrence | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Nell Jeffers Lovett | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack H Mayfield Jr | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Mehta | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Mitchell | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christine R Morenz | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael S Morgan | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul B Murphy Jr | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| E Staman Ogilvie | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ricardo Perusquia | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lee H Rosenthal | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew J Segal | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Eliza Lovett Shaper | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas M Simmons | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J Abbott Sprague | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David M Underwood | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AnnaLee Waite | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William M Wheless III | |||||||||
| Life Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stuart Yudofsky | |||||||||
| Life Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew D Martire | |||||||||
| President | 40.00 | 2.00 | Yes (X) | Yes (X) | $492,554 | $0 | $104,535 | ||
| Joanne Margraves | |||||||||
| Asst Treas | 40.00 | 0.00 | Yes (X) | $203,657 | $0 | $31,946 | |||
| Thomas Moore | |||||||||
| Asst Secretary | 40.00 | 0.00 | Yes (X) | $200,038 | $0 | $25,877 | |||
| James Dunaway | |||||||||
| Faculty Dean | 40.00 | 0.00 | $148,716 | $0 | $21,335 | Yes (X) | |||
| Patrick Loach | |||||||||
| Principal | 40.00 | 0.00 | $129,482 | $0 | $18,880 | Yes (X) | |||
| Robert L Beeman | |||||||||
| Athletic Director | 40.00 | 0.00 | $117,509 | $0 | $15,207 | Yes (X) | |||
| Lawrence Kahn | |||||||||
| Tech Director | 40.00 | 0.00 | $114,490 | $0 | $13,123 | Yes (X) | |||
| Edward A Jordan | |||||||||
| Facilities Dir | 40.00 | 0.00 | $117,986 | $0 | $15,744 | Yes (X) | |||
| Donald C North | |||||||||
| Former President | 40.00 | 0.00 | $409,666 | $0 | $91,218 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,934,098 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $337,865 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Pin Oak Interests LLC | |||||
| 5252 Westchester Ste 100 | Houston | TX | 77005 | Contractor | $433,644 |
| Professional Janitorial Svs of Houston | |||||
| 2303 Nance | Houston | TX | 77020 | Janitorial Service | $292,308 |
| Frosch International Travel | |||||
| 1 Greenway Plaza 800 | Houston | TX | 77046 | Travel Services | $192,349 |
| Ellie Bale Interiors | |||||
| 6143 Sugar Hill | Houston | TX | 77057 | Design Services | $161,746 |
| Sage Dining Services | |||||
| 1402 York Rd 100 | Lutherville | MD | 21093 | Food Svcs | $1,106,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $348,172 | FundraisingAmt |
| Related Organizations | $5,850,024 | RelatedOrganizationsAmt |
| All Other Contributions | $11,361,569 | AllOtherContributionsAmt |
| Noncash Contributions | $18,262 | NoncashContributionsAmt |
| Total Contributions | $17,559,765 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Auxiliary svc fees | 611600 | $1,688,593 | $1,688,593 |
| Student tuition | 611600 | $28,686,606 | $28,686,606 |
| Summer school & other | 611600 | $628,544 | $628,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,003,743 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012 | TotalRevenueColumnAmt |
| Exclusion | $1,012 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,834 | SecuritiesAmt |
| Other | $1,503,595 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,760 | SecuritiesAmt |
| Other | $453,529 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$926 | SecuritiesAmt |
| Other | $1,050,066 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,049,140 | TotalRevenueColumnAmt |
| Exclusion | $1,049,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $392,326 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $348,172 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $281,906 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,420 | TotalRevenueColumnAmt |
| Exclusion | $110,420 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,724,080 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,003,743 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,160,572 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,427,562 | TotalAmt |
| Program Services | $2,427,562 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451,588 | TotalAmt |
| Program Services | $194,026 | ProgramServicesAmt |
| Management And General | $861,528 | ManagementAndGeneralAmt |
| Fundraising | $396,034 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,575,813 | TotalAmt |
| Program Services | $15,939,518 | ProgramServicesAmt |
| Management And General | $1,246,246 | ManagementAndGeneralAmt |
| Fundraising | $390,049 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,918 | TotalAmt |
| Program Services | $294,367 | ProgramServicesAmt |
| Management And General | $24,030 | ManagementAndGeneralAmt |
| Fundraising | $7,521 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,595,773 | TotalAmt |
| Program Services | $3,187,827 | ProgramServicesAmt |
| Management And General | $324,370 | ManagementAndGeneralAmt |
| Fundraising | $83,576 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,391,438 | TotalAmt |
| Program Services | $1,198,669 | ProgramServicesAmt |
| Management And General | $150,013 | ManagementAndGeneralAmt |
| Fundraising | $42,756 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,868 | TotalAmt |
| Management And General | $21,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,106 | TotalAmt |
| Management And General | $73,106 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,692 | TotalAmt |
| Management And General | $8,692 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,960 | TotalAmt |
| Program Services | $75,476 | ProgramServicesAmt |
| Management And General | $282,923 | ManagementAndGeneralAmt |
| Fundraising | $350,561 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,340 | TotalAmt |
| Program Services | $661,589 | ProgramServicesAmt |
| Management And General | $77,834 | ManagementAndGeneralAmt |
| Fundraising | $38,917 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,717 | TotalAmt |
| Program Services | $2,228,874 | ProgramServicesAmt |
| Management And General | $47,557 | ManagementAndGeneralAmt |
| Fundraising | $9,286 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,121 | TotalAmt |
| Program Services | $201,149 | ProgramServicesAmt |
| Management And General | $17,840 | ManagementAndGeneralAmt |
| Fundraising | $12,132 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,587 | TotalAmt |
| Program Services | $34,070 | ProgramServicesAmt |
| Management And General | $6,388 | ManagementAndGeneralAmt |
| Fundraising | $2,129 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,649 | TotalAmt |
| Management And General | $1,649 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,957,913 | TotalAmt |
| Program Services | $2,884,353 | ProgramServicesAmt |
| Management And General | $61,543 | ManagementAndGeneralAmt |
| Fundraising | $12,017 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,628 | TotalAmt |
| Program Services | $270,724 | ProgramServicesAmt |
| Management And General | $5,776 | ManagementAndGeneralAmt |
| Fundraising | $1,128 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Instructional Materials | $1,989,856 | $1,989,856 |
| Auxiliary Programs | $1,238,224 | $1,238,224 |
| Athletics | $845,104 | $845,104 |
| Security | $372,806 | $372,806 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,577 | TotalAmt |
| Program Services | $140,577 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,742,240 | TotalAmt |
| Program Services | $34,184,771 | ProgramServicesAmt |
| Management And General | $3,211,363 | ManagementAndGeneralAmt |
| Fundraising | $1,346,106 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,659 | BOYAmt |
| EOY | $421,843 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,350,291 | BOYAmt |
| EOY | $18,353,134 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,887,703 | BOYAmt |
| EOY | $13,270,720 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,206 | BOYAmt |
| EOY | $158,017 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,083 | BOYAmt |
| EOY | $137,083 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,046,768 | BOYAmt |
| EOY | $1,236,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $101,770,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,568,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,096,663 | BOYAmt |
| EOY | $59,201,805 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,257,369 | BOYAmt |
| EOY | $4,019,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,708,742 | BOYAmt |
| EOY | $96,798,339 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,697 | BOYAmt |
| EOY | $470,083 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,381,112 | BOYAmt |
| EOY | $20,379,521 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,355 | BOYAmt |
| EOY | $805,784 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,566,221 | BOYAmt |
| EOY | $10,583,029 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,244,385 | BOYAmt |
| EOY | $32,238,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,336,307 | BOYAmt |
| EOY | $52,510,357 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,128,050 | BOYAmt |
| EOY | $12,049,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,464,357 | BOYAmt |
| EOY | $64,559,922 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,708,742 | BOYAmt |
| EOY | $96,798,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,981,840 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$886,275 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,393,234 | BeginningYearBalanceAmt |
| Contributions | $397,250 | ContributionsAmt |
| Investment Earnings Or Losses | $9,108,649 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,227,747 | OtherExpendituresAmt |
| End Year Balance | $98,671,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,905,924 | BeginningYearBalanceAmt |
| Contributions | $785,470 | ContributionsAmt |
| Investment Earnings Or Losses | $13,219,067 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,517,227 | OtherExpendituresAmt |
| End Year Balance | $93,393,234 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,084,157 | BeginningYearBalanceAmt |
| Contributions | $1,139,126 | ContributionsAmt |
| Investment Earnings Or Losses | -$818,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,499,272 | OtherExpendituresAmt |
| End Year Balance | $83,905,924 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,905,811 | BeginningYearBalanceAmt |
| Contributions | $983,348 | ContributionsAmt |
| Investment Earnings Or Losses | $12,999,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,804,837 | OtherExpendituresAmt |
| End Year Balance | $88,084,157 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,255,449 | BeginningYearBalanceAmt |
| Contributions | $643,442 | ContributionsAmt |
| Investment Earnings Or Losses | $7,820,174 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,813,254 | OtherExpendituresAmt |
| End Year Balance | $77,905,811 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.62000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,481,020 | OtherCostOrOtherBasisAmt |
| Book Value | $22,481,020 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,135,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,471,928 | DepreciationAmt |
| Book Value | $30,663,323 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,828,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,308,245 | DepreciationAmt |
| Book Value | $4,520,228 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,119,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,788,156 | DepreciationAmt |
| Book Value | $1,331,038 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $206,196 | OtherCostOrOtherBasisAmt |
| Book Value | $206,196 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,201,805 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pension plan liability | Desc |
| Amt | $10,583,029 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,583,029 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 and 2013 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 high school levels to approximately 1,4000 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. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Book Fair | NameOfEvent1Amt |
| Gross Receipts Event1 | $253,979 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $54,345 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $199,634 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $145,979 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Clay Shoot | NameOfEvent2Amt |
| Gross Receipts Event2 | $212,575 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $132,065 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $80,510 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $3,824 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $8,764 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $31,242 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,829 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,200 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $273,944 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $161,762 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $112,182 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,000 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $9,749 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,147 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $16,517 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $9,585 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $38,070 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $740,498 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $348,172 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $392,326 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,824 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $18,513 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $36,389 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,346 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,585 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $192,249 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $281,906 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $110,420 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Need-based grants | 138 | $2,137,658 | Tuition reduction | Tuition reduction |
| Need-based assistance | 84 | $221,774 | Cost of items | Textbooks, trips, lunches |
| Merit scholarships | 4 | $68,130 | Tuition reduction | Tuition reduction |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | 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. The Kinkaid School does not grant athletic scholarships. Students' academic performance is monitored on an ongoing basis. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Andrew D Martire | ||||||
| President | $208,374 | $175,000 | $109,180 | $3,825 | $100,710 | $597,089 |
| Donald C North | ||||||
| Former President | $244,157 | $120,000 | $45,509 | $23,604 | $67,614 | $500,884 |
| James Dunaway | ||||||
| Faculty Dean | $147,887 | $829 | $9,963 | $11,372 | $170,051 | |
| Joanne Margraves | ||||||
| Asst Treas | $196,288 | $7,369 | $19,838 | $12,108 | $235,603 | |
| Thomas Moore | ||||||
| Asst Secretary | $199,239 | $799 | $14,333 | $11,544 | $225,915 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2014:Travel for companions: $6,286 (included in W-2)Gross up payment for children's tuition: $98,880. (included in W-2)life insurance: $225 (included in W-2) Housing allowance/Personal services (Maid/Lawn): $93,000 (not included in W-2 because provided for convenience of employer)The following benefits listed in Line 1a were provided to Don North, Prior Headmaster:School gifted him auto $30,009 (included in W-2)Life insurance: $3,334 (included in W-2)Gross up for gift: $9,159 (included in W-2)Housing allowance/Personal services (Maid/Lawn): $60,880 (not included in W-2 because provided for convenience of employer) |
| Part I, Line 1b: Reason for not following policy regarding payment provisions for expenses | The Headmaster's spouse occasionally travels with him at school expense to school events, functioning as a representative and ambassador of the school. All such travel is reported as W-2 income. Other items noted above are provided pursuant to his employment contract. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Martire | PersonNm |
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | Recruitm | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $175,000 | OriginalPrincipalAmt |
| Balance Due | $137,083 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $137,083 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann C Wheless | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trstee sis/law | RelationshipDescriptionTxt |
| Transaction | $45,530 | TransactionAmt |
| Transaction | Employee compensation | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | Walter G. Mayfield, Trustee, is the son of Jack H. Mayfield, Jr., Life Trustee. 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 2013-2014, the School's headmaster was in the first 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 Decreases | Adjustment to minimum pension liability = -$866440 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Redesignation of contributions = -$19835 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 509(a)(3) I | The Kinkaid School | Yes (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) | 509(a)(3) I | The Kinkaid School | Yes (true) | |
| The Caylor Foundation | |||||||||||
| 5555 Del Monte 304 | Houston | TX | 77024 | 760446881 | Scholarships for study at Kinkaid & Univ of OK | TX | 501(c)(3) | 509(a)(3) III FI | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Kinkaid School Endowment Fund Inc | ||
| c | $4,227,747 | Cash given |
| The Kinkaid Investments Foundation | ||
| c | $1,622,277 | Cash given |