2013-06-13T13:58:01-07:00 2012-07-31 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990 2011-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves 2013-06-13 true Jody Blazek 7134395739 X 2011 2016-03-07 17:11:31Z Donald C North 201 Kincaid School Drive Houston TX 77024 46145789 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 1,350 students enrolled from the greater Houston area. 36 35 657 400 0 18966432 18057027 26379741 27656346 -1496 558 100196 75315 45444873 45789246 2045063 2373966 0 23106427 22402151 0 1372353 11026997 12647037 36178487 37423154 9266386 8366092 82614925 85190013 35658666 37183828 46956259 48006185 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 32930302 2373966 27656346 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. 32930302 true true false false false false false false true true true false false false true false false true true false false false false false true false false false true true false false false false false false false true false true false true false false false false true true true false false true 101 0 true 657 true false false false false false false false false true true false 0 false false false false false false false false false false false X 36 35 true false false false false false false true true false false false true true true true true true true true false false X Joanne Margraves CFO 7137821640 201 Kinkaid School Drive Houston TX 77024 Donald C North 40.00 X X 634702 0 205178 Stuart Yudofsky 1.00 X 0 0 0 William M Wheless III 1.00 X 0 0 0 AnnaLee Waite 1.00 X 0 0 0 David M Underwood 1.00 X 0 0 0 J Abbott Sprague 1.00 X 0 0 0 Mary Eliza Lovett Shaper 1.00 X 0 0 0 Andrew J Segal 1.00 X 0 0 0 Lee H Rosenthal 1.00 X 0 0 0 Carol E Quillen 1.00 X 0 0 0 Ricardo Perusquia 1.00 X 0 0 0 E Staman Ogilvie 1.00 X 0 0 0 David P Oelman 1.00 X 0 0 0 Paul B Murphy Jr 1.00 X 0 0 0 Michael S Morgan 1.00 X 0 0 0 William Montgomery 1.00 X 0 0 0 Caroline Mitchell 1.00 X 0 0 0 Randall Meyer 1.00 X 0 0 0 Jay Mehta 1.00 X 0 0 0 Jack H Mayfield Jr 1.00 X 0 0 0 Mary Nell Jeffers Lovett 1.00 X 0 0 0 Teresa Ong Lee 1.00 X 0 0 0 C Berdon Lawrence 1.00 X 0 0 0 Henry J Lartigue 1.00 X 0 0 0 Frances Hopper Jeter 1.00 X 0 0 0 Joseph A Hafner Jr 1.00 X 0 0 0 Pam Fullenweider 1.00 X 0 0 0 Edwin H Frank III 1.00 X 0 0 0 William Leslie Dogett Sr 1.00 X 0 0 0 Ernest L Deal 1.00 X 0 0 0 Stewart Cureton Jr 1.00 X 0 0 0 O Holcombe Crosswell 1.00 X 0 0 0 Kenneth Cowan 1.00 X 0 0 0 James E Chandler 1.00 X 0 0 0 William J Campbell 1.00 X 0 0 0 John B Beckworth 1.00 X 0 0 0 Eugene Werlin Jr 1.00 X X 0 0 0 Linda Andrews 1.00 X X 0 0 0 Walter G Mayfield 1.00 X X 0 0 0 Thomas M Simmons 3.00 X X 0 0 0 Joanne Margraves 40.00 X 177630 0 25101 Thomas J Moore 40.00 X 182799 0 20421 Krista Blackburn Babine 40.00 X 110065 0 5500 James Dunaway 40.00 X 135949 0 22944 Edward Jordan 40.00 X 106183 0 12496 Lawrence Kahn 40.00 X 103800 0 14514 Barry Spiers 40.00 X 119309 0 20833 1570437 326987 16 false true false Sage Dining Services 1402 York Rd Suite 100 Lutherville MD 21093 Food Services 988786 Professional Janitorial Svc of Houston PO Box 4346 Houston TX 77210 Janitorial Services 272323 Off Duty Services 6701 HWY 90 Blvd 107 Katy TX 77494 Security Services 170214 Longhorn Landscape Services PO Box 20364 Houston TX 77225 Landscape Service 139800 Frosch International Travel 1 Greenway Plaza 800 Houston TX 77046 Travel Service 255073 10 218391 4724272 13114364 269117 18057027 Summer school & other 611600 621235 621235 Student tuition 611600 25422016 25422016 Auxiliary svc fees 611600 1613095 1613095 27656346 801 801 0 0 0 92716 92959 -243 -243 -243 338899 218391 263584 75315 75315 0 0 0 45789246 27656346 75873 0 2373966 2373966 0 0 985398 110817 549864 324717 0 16635226 15002105 1280611 352510 380249 328963 37643 13643 3092104 2773984 228786 89334 1309174 1141777 120047 47350 0 217065 217065 74430 74430 0 0 0 0 0 3324513 2607414 246102 470997 545711 463854 54571 27286 0 2355050 2296482 49000 9568 899275 847135 32642 19498 0 0 140372 140372 0 3664820 3573680 76251 14889 240330 234354 5000 976 Library expense 95577 95577 Faculty functions & recruiting 122821 122821 Security 390044 380344 8115 1585 Athletics 413785 413785 163244 163244 37423154 32930302 3120499 1372353 401120 747775 4650392 5564681 10671127 14033591 173151 401821 0 0 0 0 863816 956228 97452176 37681367 62121359 59770809 0 0 0 0 3733960 3715108 82614925 85190013 414792 683438 16883755 18008586 637694 675316 7659782 1775204 10062643 16041284 35658666 37183828 X 46606229 45349835 350030 2656350 46956259 48006185 82614925 85190013 X 8366092 -7316166 X false true true X false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 88084157 1139126 -818087 4499272 83905924 77905811 983348 12999835 3804837 88084157 73255449 643442 7820174 3813254 77905811 0.04280 0.38300 0.57420 false true true 21056500 21056500 57790629 25407484 32383145 9506145 4059188 5446957 9093902 8214695 879207 5000 5000 59770809 Pension plan liability 16041284 16041284 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Adjustment to minimum pension liability $ -7294266 Redesignation of contributions $ -21900 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, 2012 and 2011 are included in the School's cash and cash equivalents and as a liability 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. false Book Fair 245748 33820 211928 154748 Field Day 199312 125700 73612 50 4004 4979 50280 2 112230 58871 53359 31461 18062 557290 218391 338899 50 4004 4979 81741 172810 263584 75315 true X 0 0 Need-Based grants 151 2061190 Tuition reduction Tuition reduction Need-based assistance 86 250556 Textbooks, trips, lunches Fee reduction Merit scholarships 6 62220 Tuition reduction Tuition reduction Grantmaker's Description of How Grants are Used 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. X X X X false true X X X X X false true false false false false false false false false Thomas J Moore 182094 705 10938 9483 203220 Joanne Margraves 170530 7100 13893 11208 202731 James Dunaway 135949 9820 13124 158893 Donald C North 591892 30000 12810 95471 109707 839880 121883 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:Travel for companions: $477 (included in taxable income)Tax indemnification (disability and life insurance): $8,384 (included in taxable income)Housing: $94,339 (not included in taxable income because provided for convenience of employer)Maid service: $4,036 (not included in taxable income because provided for convenience of employer) After school care $3,440 Jennifer Moore Offcr's spouse 36140 Employee compensation false Annie Wheless Trstee sis/law 42020 Employee compensation false X 1217 FMV X 40 FMV X 14 242316 FMV X Supplies/other 6 6294 FMV X Equipment 3 19250 FMV false true true Part I, Line 32, Hire and Use of Third Parties All gifts of stock are sold through an independent investment company when received. Part VI, Line 1a - Delegation of Board Authority 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 Excecutive Committee are members of the Board of Trustess. The Executive Committee has all of the powers and authority of the Board of Trustees. Consolidated Audit An audit of the consolidated statements of financial position of The Kinkaid School, Inc., The Kinkaid School Endowment Fund, Inc. and The Kinkaid Investments Foundation was conducted for the year ended July 31, 2012. 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 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 11 Form 990, Part VI, Line 11: 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. ISAS Group Benefits Trust 12712 Park Central Dr Ste 100 Dallas TX 75219 731366012 VEBA TX 501(c)(9) N/A N/A false 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 The Kinkaid School true 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) II The Kinkaid School true false false true false false false false false false false true false true true false true false false The Kinkaid Investments Foundation c 225000 Cash given The Kinkaid School Endowment Fund Inc c 4499272 Cash given