KINKAID SCHOOL INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KINKAID SCHOOL INC (EIN 76-0295523)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-05-28
- IRS object ID
- 201441489349300829
- Schema version
- 2012v2.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-28T11:23:36-07:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760295523 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kinkaid School Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KINK | NameControl |
| Phone | 7137821640 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joanne Margraves | Name |
| Title | CFO | Title |
| Date Signed | 2014-05-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Andrew D Martire | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 41146671 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.kinkaid.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1906 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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 1,350 students enrolled from the greater Houston area. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 657 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 18057027 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10309953 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27656346 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29070129 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 558 | InvestmentIncomePriorYear |
| Investment Income Current Year | -19605 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 75315 | OtherRevenuePriorYear |
| Other Revenue Current Year | 639737 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45789246 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40000214 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2373966 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2569336 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22402151 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23836599 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1407562 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12647037 | OtherExpensePriorYear |
| Other Expenses Current Year | 11876214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37423154 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38282149 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8366092 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1718065 | RevenuesLessExpensesCY |
| Total Assets BOY | 85190013 | TotalAssetsBOY |
| Total Assets EOY | 85708742 | TotalAssetsEOY |
| Total Liabilities BOY | 37183828 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31244385 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 48006185 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 54464357 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 33682591 | Expense |
| Grants | 2169336 | Grants |
| Revenue | 29070129 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 33682591 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 3 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 657 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Joanne Margraves CFO | NamePerson |
| Telephone Number | 7137821640 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Andrew D Martire | ||||||||
| Pres from Jul | 40.00 | 0.00 | X | X | 15835 | 0 | 0 | |
| Donald C North | ||||||||
| Pres until Jul | 40.00 | 0.00 | X | X | 509602 | 0 | 131611 | |
| Stuart Yudofsky | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| William M Wheless III | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| AnnaLee Waite | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David M Underwood | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| J Abbott Sprague | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Thomas M Simmons | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mary Eliza Lovett Shaper | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Andrew J Segal | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Lee H Rosenthal | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Ricardo Perusquia | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| E Staman Ogilvie | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Paul B Murphy Jr | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Michael S Morgan | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| William Montgomery | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Caroline Mitchell | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Randall Meyer | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jay Mehta | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jack H Mayfield Jr | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mary Nell Jeffers Lovett | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| C Berdon Lawrence | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Frances Hopper Jeter | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| G Blake Hogan | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Joseph A Hafner Jr | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Pam Fullenweider | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Edwin H Frank III | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| William L Dogett Sr | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Ernest L Deal | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Stewart Cureton Jr | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| O Holcombe Crosswell | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kenneth Cowan | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| James E Chandler | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| William J Campbell | ||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| John B Beckworth | ||||||||
| Life Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Eugene Werlin Jr | ||||||||
| Treasurer | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| David P Oelman | ||||||||
| Secretary | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Linda Andrews | ||||||||
| Vice Chairman | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Walter G Mayfield | ||||||||
| Chairman | 3.00 | 0.00 | X | X | 0 | 0 | 0 | |
| Joanne Margraves | ||||||||
| Asst. Treasurer | 40.00 | 2.00 | X | 190334 | 0 | 33543 | ||
| Thomas J Moore | ||||||||
| Asst. Secretary | 40.00 | 2.00 | X | 194108 | 0 | 21967 | ||
| Krista Blackburn Babine | ||||||||
| Principal | 40.00 | 0.00 | 112799 | 0 | 9366 | X | ||
| James Dunaway | ||||||||
| Dean of Faculty | 40.00 | 0.00 | 139493 | 0 | 20420 | X | ||
| Patrick Loach | ||||||||
| Principal | 40.00 | 0.00 | 125059 | 0 | 14348 | X | ||
| Lawrence Kahn | ||||||||
| Chief Tech Officer | 40.00 | 0.00 | 110973 | 0 | 12335 | X | ||
| Barry Spiers | ||||||||
| Principal | 40.00 | 0.00 | 149894 | 0 | 18749 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1548097 | TotalReportableCompFromOrg |
| Total Other Compensation | 262339 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| YaffeDeutser LLC | |||||
| 26100 American Dr 401 | Southfield | MI | 48034 | Consultants | 301938 |
| Sage Dining Services | |||||
| 1402 York Rd Suite 100 | Lutherville | MD | 21093 | Food Services | 1004752 |
| Professional Janitorial Svc of Houston | |||||
| PO Box 4346 | Houston | TX | 77210 | Janitorial Services | 280930 |
| Pin Oak Interests LLC | |||||
| 5252 Westchester Ste 100 | Houston | TX | 77005 | General Contractor | 210767 |
| Frosch International Travel | |||||
| 1 Greenway Plaza 800 | Houston | TX | 77046 | Travel Service | 499077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Fundraising Events | 1021443 | FundraisingEvents |
| Related Organizations | 4517227 | RelatedOrganizations |
| All Other Contributions | 4771283 | AllOtherContributions |
| Noncash Contributions | 56706 | NoncashContributions |
| Total Contributions | 10309953 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Summer school & other | 611600 | 650444 | 650444 |
| Student tuition | 611600 | 26782730 | 26782730 |
| Auxiliary svc fees | 611600 | 1636955 | 1636955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29070129 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1124 | TotalRevenueColumn |
| Exclusion | $1,124 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 260483 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 261660 | Securities |
| Other | 19552 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1177 | Securities |
| Other | -19552 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20729 | TotalRevenueColumn |
| Exclusion | -$20,729 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1504982 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1021443 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 865245 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 639737 | TotalRevenueColumn |
| Exclusion | $639,737 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40000214 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29070129 | RelatedOrExemptFunctionIncome |
| Exclusion | $620,132 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400000 | Total |
| Program Services | 400000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2169336 | Total |
| Program Services | 2169336 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1401707 | Total |
| Program Services | 339774 | ProgramServices |
| Management And General | 685701 | ManagementAndGeneral |
| Fundraising | 376232 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16976595 | Total |
| Program Services | 15292827 | ProgramServices |
| Management And General | 1299296 | ManagementAndGeneral |
| Fundraising | 384472 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 690909 | Total |
| Program Services | 597722 | ProgramServices |
| Management And General | 68397 | ManagementAndGeneral |
| Fundraising | 24790 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3404401 | Total |
| Program Services | 3063641 | ProgramServices |
| Management And General | 252148 | ManagementAndGeneral |
| Fundraising | 88612 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1362987 | Total |
| Program Services | 1182625 | ProgramServices |
| Management And General | 127825 | ManagementAndGeneral |
| Fundraising | 52537 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30222 | Total |
| Management And General | 30222 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74290 | Total |
| Management And General | 74290 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8894 | Total |
| Management And General | 8894 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761171 | Total |
| Program Services | 8496 | ProgramServices |
| Management And General | 348897 | ManagementAndGeneral |
| Fundraising | 403778 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689103 | Total |
| Program Services | 585738 | ProgramServices |
| Management And General | 68910 | ManagementAndGeneral |
| Fundraising | 34455 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2149540 | Total |
| Program Services | 2096083 | ProgramServices |
| Management And General | 44724 | ManagementAndGeneral |
| Fundraising | 8733 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 782730 | Total |
| Program Services | 737855 | ProgramServices |
| Management And General | 31806 | ManagementAndGeneral |
| Fundraising | 13069 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75943 | Total |
| Program Services | 66020 | ProgramServices |
| Management And General | 5136 | ManagementAndGeneral |
| Fundraising | 4787 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63317 | Total |
| Management And General | 63317 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3320861 | Total |
| Program Services | 3238275 | ProgramServices |
| Management And General | 69094 | ManagementAndGeneral |
| Fundraising | 13492 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257170 | Total |
| Program Services | 250774 | ProgramServices |
| Management And General | 5351 | ManagementAndGeneral |
| Fundraising | 1045 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Faculty functions & recruiting | 306976 | 306976 | ||
| Security | 383917 | 374369 | 7988 | 1560 |
| Athletics | 619194 | 619194 | ||
| Instructional Materials | 2352886 | 2352886 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38282149 | Total |
| Program Services | 33682591 | ProgramServices |
| Management And General | 3191996 | ManagementAndGeneral |
| Fundraising | 1407562 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 747775 | BOY |
| EOY | 641659 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5564681 | BOY |
| EOY | 9350291 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14033591 | BOY |
| EOY | 9887703 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401821 | BOY |
| EOY | 256206 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 172083 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 956228 | BOY |
| EOY | 1046768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 101142496 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40045833 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59770809 | BOY |
| EOY | 61096663 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3715108 | BOY |
| EOY | 3257369 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85190013 | BOY |
| EOY | 85708742 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 683438 | BOY |
| EOY | 545697 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18008586 | BOY |
| EOY | 19381112 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675316 | BOY |
| EOY | 751355 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1775204 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16041284 | BOY |
| EOY | 10566221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37183828 | BOY |
| EOY | 31244385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45349835 | BOY |
| EOY | 49336307 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2656350 | BOY |
| EOY | 5128050 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48006185 | BOY |
| EOY | 54464357 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85190013 | BOY |
| EOY | 85708742 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1718065 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4740107 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83905924 | BeginningOfYearBalance |
| Contributions | 785470 | Contributions |
| Investment Earnings Or Losses | 13219067 | InvestmentEarningsOrLosses |
| Other Expenditures | 4517227 | OtherExpenditures |
| End Of Year Balance | 93393234 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88084157 | BeginningOfYearBalance |
| Contributions | 1139126 | Contributions |
| Investment Earnings Or Losses | -818087 | InvestmentEarningsOrLosses |
| Other Expenditures | 4499272 | OtherExpenditures |
| End Of Year Balance | 83905924 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77905811 | BeginningOfYearBalance |
| Contributions | 983348 | Contributions |
| Investment Earnings Or Losses | 12999835 | InvestmentEarningsOrLosses |
| Other Expenditures | 3804837 | OtherExpenditures |
| End Of Year Balance | 88084157 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73255449 | BeginningOfYearBalance |
| Contributions | 643442 | Contributions |
| Investment Earnings Or Losses | 7820174 | InvestmentEarningsOrLosses |
| Other Expenditures | 3813254 | OtherExpenditures |
| End Of Year Balance | 77905811 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96230931 | BeginningOfYearBalance |
| Contributions | 1553655 | Contributions |
| Investment Earnings Or Losses | -20922952 | InvestmentEarningsOrLosses |
| Other Expenditures | 3606185 | OtherExpenditures |
| End Of Year Balance | 73255449 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35250 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.60500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22316425 | OtherCostOrOtherBasis |
| Book Value | 22316425 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59730433 | OtherCostOrOtherBasis |
| Depreciation | 28356850 | Depreciation |
| Book Value | 31373583 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9596422 | OtherCostOrOtherBasis |
| Depreciation | 4164849 | Depreciation |
| Book Value | 5431573 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9002239 | OtherCostOrOtherBasis |
| Depreciation | 7524134 | Depreciation |
| Book Value | 1478105 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 496977 | OtherCostOrOtherBasis |
| Book Value | 496977 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61096663 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Pension plan liability | Description |
| Amount | $10,566,221 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10566221 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4 | 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 1,350 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. |
| Part IV, Line 2b | 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, 2013 and 2012 are included in the School's cash and cash equivalents and as a liability of the School. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 1910313 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 770912 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1139401 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 100098 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 404166 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 106049 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Book Fair | NameOfEvent2 |
| Gross Receipts Event2 | 253180 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 51440 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 201740 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 130180 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 362932 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 199091 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 163841 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 7752 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 17903 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 6251 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 66118 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 26728 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2526425 | GrossReceiptsTotal |
| Charitable Contributions Total | 1021443 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1504982 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 7752 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 17903 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 106349 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 470284 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 262957 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 865245 | DirectExpenseSummaryEvents |
| Net Income Summary | 639737 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kinkaid School Endowment Fund | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Kinkaid School Drive | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 760460841 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 400000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Add to Endowment | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Need-based grants | 134 | 1894074 | Tuition reduction | Tuition reduction |
| Need-based assistance | 101 | 210672 | Cost of items | Textbooks, trips, lunches |
| Merit scholarships | 4 | 64590 | Tuition reduction | Tuition reduction |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The Kinkaid School awards scholarships and grants-in-aid 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| Thomas J Moore | |||||
| Asst. Secretary | 193353 | 755 | 13743 | 8224 | 216075 |
| Joanne Margraves | |||||
| Asst. Treasurer | 182874 | 7460 | 17475 | 16068 | 223877 |
| James Dunaway | |||||
| Dean of Faculty | 138735 | 758 | 10176 | 10244 | 159913 |
| Donald C North | |||||
| Pres until Jul | 497047 | 12555 | 22500 | 109111 | 641213 |
| Barry Spiers | |||||
| Principal | 148637 | 1257 | 11925 | 6824 | 168643 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part I, Line 1b | 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. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. | The following benefits listed in Line 1a were provided to Donald North, Headmaster through June 2013:Spouse travel $803(included in W-2)Gross up payment for parent assoc. gift: $3,212 (included in W-2)Tax indemnification (life insurance): $7,753 (included in W-2) Housing allowance/Personal services (Maid/Lawn): $101,326 (not included in W-2 because provided for convenience of employer)The following benefits listed in Line 1a were provided to Andrew Martire, Headmaster beginning July, 2013:Gross up payment for legal fee reimbursement: $6,437 (included in W-2) |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Andrew Martire | NamePerson |
| Relationship With Organization | Officer | RelationshipWithOrganization |
| Purpose Of Loan | Recruitm | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $175,000 | OriginalPrincipalAmount |
| Balance Due | 172083 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 172083 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ann C Wheless | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trstee sis/law | Relationship |
| Amount Of Transaction | 44430 | AmountOfTransaction |
| Description Of Transaction | Employee compensation | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1432 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18442 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Supplies/Other | 14 | 15468 | FMV |
| X | Equipment | 3 | 21364 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Decreases | Redesignation of contributions = -$4355 |
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | Adjustment to minimum pension liability = $4744462 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The School provides copies of documents at no charge upon request. |
| Form 990, Part VI, Line 15b | 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 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | During 2012-2013, the School's headmaster was in the second year of a 2-year 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 12c | 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 11b | 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 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Walter G. Mayfield, Trustee and Jack H. Mayfield, Jr., Life Trustee have a family relationship.Mary Eliza Shaper, Trustee and Mary Nell Lovett, Life Trustee have a family relationship. |
| Form 990, Part VI, Line 1a | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | true | The Kinkaid School | |
| 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 | true | The Kinkaid School | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| The Kinkaid School Endowment Fund Inc | ||
| c | 4517227 | Cash given |
| The Kinkaid School Endowment Fund Inc | ||
| b | 400000 | Cash given |