2015-05-29T09:46:54-07:00 2014-07-31 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2013-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 2015-05-29 true Jody Blazek P00072674 7134395739 X 2013 2016-03-07 17:11:31Z Andrew D Martire 201 Kincaid School Drive Houston TX 77024 50553275 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. 36 34 655 400 0 10309953 17559765 29070129 31003743 -19605 1050152 639737 110420 40000214 49724080 2569336 2427562 0 23836599 24340530 0 1346106 11876214 11974148 38282149 38742240 1718065 10981840 85708742 96798339 31244385 32238417 54464357 64559922 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 34184771 2427562 31003743 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. 34184771 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 true false false true false false false false false false true true true false false true 108 0 true 655 true false false false false false false true true false 0 false false false false false false false false false false X 36 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 Walter G Mayfield Chairman 1.00 0.00 X X 0 0 0 Linda Andrews Vice Chairman 1.00 0.00 X X 0 0 0 David P Oelman Secretary 1.00 0.00 X X 0 0 0 Eugene Werlin Jr Treas to June 1.00 0.00 X X 0 0 0 Bill Montgomery Treas from June 1.00 0.00 X X 0 0 0 John B Beckworth Life Trustee 1.00 0.00 X 0 0 0 James E Chandler Trustee 1.00 0.00 X 0 0 0 Kenneth Cowan 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 William Leslie Dogett Trustee 1.00 0.00 X 0 0 0 Edwin H Frank III Trustee 1.00 0.00 X 0 0 0 Pam Fullenweider Trustee 1.00 0.00 X 0 0 0 Joseph A Hafner Jr Trustee 1.00 0.00 X 0 0 0 G Blake Hogan Trustee 1.00 0.00 X 0 0 0 Frances Hopper Jeter Life Trustee 1.00 0.00 X 0 0 0 C Berdon Lawrence Trustee 1.00 0.00 X 0 0 0 Mary Nell Jeffers Lovett Life Trustee 1.00 0.00 X 0 0 0 Jack H Mayfield Jr Life Trustee 1.00 0.00 X 0 0 0 Jay Mehta Trustee 1.00 0.00 X 0 0 0 Caroline Mitchell Trustee 1.00 0.00 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 Paul B Murphy Jr Trustee 1.00 0.00 X 0 0 0 E Staman Ogilvie Trustee 1.00 0.00 X 0 0 0 Ricardo Perusquia Trustee 1.00 0.00 X 0 0 0 Lee H Rosenthal Trustee 1.00 0.00 X 0 0 0 Andrew J Segal Trustee 1.00 0.00 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 J Abbott Sprague Trustee 1.00 0.00 X 0 0 0 David M Underwood Life 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 2.00 X 0 0 0 Andrew D Martire President 40.00 2.00 X X 492554 0 104535 Joanne Margraves Asst Treas 40.00 0.00 X 203657 0 31946 Thomas Moore Asst Secretary 40.00 0.00 X 200038 0 25877 James Dunaway Faculty Dean 40.00 0.00 X 148716 0 21335 Patrick Loach Principal 40.00 0.00 X 129482 0 18880 Robert L Beeman Athletic Director 40.00 0.00 X 117509 0 15207 Lawrence Kahn Tech Director 40.00 0.00 X 114490 0 13123 Edward A Jordan Facilities Dir 40.00 0.00 X 117986 0 15744 Donald C North Former President 40.00 0.00 X 409666 0 91218 1934098 337865 18 true true false Pin Oak Interests LLC 5252 Westchester Ste 100 Houston TX 77005 Contractor 433644 Professional Janitorial Svs of Houston 2303 Nance Houston TX 77020 Janitorial Service 292308 Frosch International Travel 1 Greenway Plaza 800 Houston TX 77046 Travel Services 192349 Ellie Bale Interiors 6143 Sugar Hill Houston TX 77057 Design Services 161746 Sage Dining Services 1402 York Rd 100 Lutherville MD 21093 Food Svcs 1106382 7 348172 5850024 11361569 18262 17559765 Auxiliary svc fees 611600 1688593 1688593 Student tuition 611600 28686606 28686606 Summer school & other 611600 628544 628544 31003743 1012 1012 0 0 0 92834 1503595 93760 453529 -926 1050066 1049140 1049140 392326 348172 281906 110420 110420 0 0 0 49724080 31003743 1160572 0 2427562 2427562 0 0 1451588 194026 861528 396034 0 17575813 15939518 1246246 390049 325918 294367 24030 7521 3595773 3187827 324370 83576 1391438 1198669 150013 42756 0 21868 21868 73106 73106 0 0 0 0 8692 8692 708960 75476 282923 350561 778340 661589 77834 38917 0 2285717 2228874 47557 9286 231121 201149 17840 12132 0 42587 34070 6388 2129 1649 1649 0 2957913 2884353 61543 12017 277628 270724 5776 1128 Instructional Materials 1989856 1989856 Auxiliary Programs 1238224 1238224 Athletics 845104 845104 Security 372806 372806 140577 140577 38742240 34184771 3211363 1346106 641659 421843 9350291 18353134 9887703 13270720 256206 158017 172083 137083 0 0 0 1046768 1236421 101770134 42568329 61096663 59201805 0 0 0 0 3257369 4019316 85708742 96798339 545697 470083 19381112 20379521 751355 805784 10566221 10583029 31244385 32238417 X 49336307 52510357 5128050 12049565 54464357 64559922 85708742 96798339 X 10981840 -886275 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 93393234 397250 9108649 4227747 98671386 83905924 785470 13219067 4517227 93393234 88084157 1139126 -818087 4499272 83905924 77905811 983348 12999835 3804837 88084157 73255449 643442 7820174 3813254 77905811 0.04230 0.33770 0.62000 false true true 22481020 22481020 60135251 29471928 30663323 9828473 5308245 4520228 9119194 7788156 1331038 206196 206196 59201805 Pension plan liability 10583029 10583029 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. 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 Book Fair 253979 54345 199634 145979 Clay Shoot 212575 132065 80510 3824 8764 31242 1829 8200 2 273944 161762 112182 3000 9749 5147 16517 9585 38070 740498 348172 392326 6824 18513 36389 18346 9585 192249 281906 110420 true 0 0 Need-based grants 138 2137658 Tuition reduction Tuition reduction Need-based assistance 84 221774 Cost of items Textbooks, trips, lunches Merit scholarships 4 68130 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. The Kinkaid School does not grant athletic scholarships. Students' academic performance is monitored on an ongoing basis. X X X X false true X X X X X false false false false false false false false false false Andrew D Martire President 208374 175000 109180 3825 100710 597089 Donald C North Former President 244157 120000 45509 23604 67614 500884 James Dunaway Faculty Dean 147887 829 9963 11372 170051 Joanne Margraves Asst Treas 196288 7369 19838 12108 235603 Thomas Moore Asst Secretary 199239 799 14333 11544 225915 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. Andrew Martire Officer Recruitm X 175000 137083 false true true 137083 Ann C Wheless Trstee sis/law 45530 Employee compensation 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 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 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 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 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 N/A 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 4227747 Cash given The Kinkaid Investments Foundation c 1622277 Cash given