2026-05-13T17:30:02-05:00 2025-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 7137821640 2026-05-13 1 0 Barbara Murphy P01386215 7134395739 2026-05-13 2024 2025-03-06 01:10:19Z Jonathan Eades 201 Kinkaid School Drive Houston TX 77024 98805132 0 X www.kinkaid.org X 1906 TX The Kinkaid School provides instruction to approx. 1,480 students from pre-K through grade 12. 29 29 585 650 0 0 28223558 42934802 50255879 53298874 1549063 812311 14991 -569318 80043491 96476669 4369790 4743642 0 0 38346840 41857236 33716 17247 2897579 21404963 22193557 64155309 68811682 15888182 27664987 243038463 313017109 61271610 103585269 181766853 209431840 X See Schedule O 0 0 59748049 4743642 53298874 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. 59748049 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 213 0 1 585 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Joanne Margraves CFO 7137821640 201 Kinkaid School Drive Houston TX 77024 Steven P Mach Chair 1.00 2.00 X X 0 0 0 Evan H Katz Vice Chair 1.00 0.00 X X 0 0 0 Stephanie Cockrell Treasurer 1.00 0.00 X X 0 0 0 Jessica Kilbourne Brazelton Secretary 1.00 0.00 X X 0 0 0 Meredith H Beaupre Trustee 1.00 0.00 X 0 0 0 Brandt C Bowden Trustee 1.00 0.00 X 0 0 0 Annette Brissett Trustee 1.00 0.00 X 0 0 0 Kenneth D Cowan Trustee 1.00 1.00 X 0 0 0 William L Doggett Sr Trustee 1.00 0.00 X 0 0 0 Edwin H Frank III Trustee 1.00 0.00 X 0 0 0 Ashley Morgan Hanna Trustee 1.00 0.00 X 0 0 0 Michael Edwin Hanson Jr Trustee 1.00 0.00 X 0 0 0 J Boyd Heath III Trustee 1.00 1.00 X 0 0 0 Lisa Helfman Trustee 1.00 0.00 X 0 0 0 Charles B Lawrence Jr Trustee 1.00 0.00 X 0 0 0 Alicia Diane Lee Trustee 1.00 0.00 X 0 0 0 Cecil J Looke III Trustee 1.00 1.00 X 0 0 0 Billy McCartney Trustee 1.00 0.00 X 0 0 0 E Staman Ogilvie Life Trustee 1.00 1.00 X 0 0 0 Michael K Oldham Trustee 1.00 0.00 X 0 0 0 Elisa Stude Pye Trustee 1.00 1.00 X 0 0 0 Bethel Quander Trustee 1.00 0.00 X 0 0 0 Thomas M Simmons Life Trustee 1.00 0.00 X 0 0 0 Carlos A Sole III Trustee 1.00 0.00 X 0 0 0 Eno Ukpong Trustee 1.00 0.00 X 0 0 0 Asha Jamal Virani Trustee 1.00 0.00 X 0 0 0 William M Wheless III Life Trustee 1.00 0.00 X 0 0 0 Darryl Wilson Trustee 1.00 1.00 X 0 0 0 Neil A Wizel Trustee 1.00 0.00 X 0 0 0 Jonathan Eades Head of School 40.00 0.00 X 842696 0 210671 Joanne Margraves CFO 40.00 2.00 X 335362 0 45537 Vinnie Vrotny Director of Technology 40.00 0.00 X 166427 0 24956 Iris Bonet Director of Admissions, Enrollment 40.00 0.00 X 169151 0 13728 Alex Spencer Upper School Head 40.00 0.00 X 187619 0 13555 Charlie Gramatges Middle School Head 40.00 0.00 X 214570 0 5270 Goldie Arriola Director of Human Resources 40.00 0.00 X 165549 0 25750 Scott Lambert Director of VPA 40.00 0.00 X 165208 0 35578 Krista Blackburn Lower School Head 40.00 0.00 X 216554 0 15321 Peter Behr Assistant Head of School 40.00 0.00 X 241463 0 25102 David Holm Director of Athletics 40.00 0.00 X 216242 0 28606 Thomas J Moore Director of Advancement 40.00 0.00 X 308450 0 39911 Edward A Jordan Director of Facilities 40.00 0.00 X 190247 0 23035 Peggy England Director of Strategic Communications 40.00 0.00 X 175887 0 26460 Jennifer M Kincaid Associate Head Dean, Upper School 40.00 0.00 X 146477 0 16769 Quenby Mott Dean 40.00 0.00 X 154739 0 27038 Shannon L Hardie Head Dean 40.00 0.00 X 157105 0 27977 Nathan Larned Assistant Athletic Director 40.00 0.00 X 152231 0 27614 Laurie Bieber Major Gifts Officer 40.00 0.00 X 206409 0 24225 4412386 0 657103 84 0 1 0 Linbeck Group LLC PO Box 22500 Houston TX 77227 Construction 48083740 Sage Dining Services Inc 1402 York Rd 100 Lutherville MD 21093 Food services 2562374 Studio Red Architects 1320 McGowen Houston TX 77004 Architectural services 1429956 GardaWorld Security Services 1699 S Hanley Rd 350 St Louis MO 63144 Security services 940106 KARR Limousine Service 6363 Richmond Ave 300 Houston TX 77057 Transportation 729910 14 2416158 4593083 35925561 1445111 42934802 Student tuition 611600 50323960 50323960 Auxiliary service fees 611600 2762713 2762713 Summer school, other fees 611600 212201 212201 53298874 733260 733260 95547 16496 79051 79051 79051 1742649 2416158 2311967 -569318 -569318 96476669 53298874 0 242993 4743642 4743642 5070122 2486172 1818049 765901 28619034 25682067 1865013 1071954 1563302 1334586 154766 73950 4195535 3729987 312985 152563 2409243 2039105 273385 96753 65208 65208 81061 81061 17247 17247 753661 272983 335246 145432 518855 226864 192539 99452 1885581 1427940 301683 155958 3339326 3250298 60348 28680 138574 138574 207862 128553 49883 29426 400645 400645 6328458 6159739 114366 54353 991478 965045 17918 8515 Educational materials 4675845 4675845 Dining center services 2208778 2150252 43508 15018 Security 251030 244337 4537 2156 Event expenses 159541 159541 187654 92060 74914 20680 68811682 59748049 6166054 2897579 1524480 50268 34881622 34918807 40725011 45799465 215255 178427 1184608 1938497 302708544 76083188 160245822 226625356 4261665 3506289 243038463 313017109 13366414 17079136 33759769 37439938 1075213 968943 8406986 43666911 4663228 4430341 61271610 103585269 X 104455562 100507495 77311291 108924345 181766853 209431840 243038463 313017109 27664987 0 X 0 1 X 1 0 X 8056401 74823023 31925603 28223558 42934802 185963387 8056401 74823023 31925603 28223558 42934802 185963387 53378082 132585305 40423 1561781 1549063 733260 3884527 14991 0 14991 189862905 240788484 0.69830 0.69020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 145500277 3298768 16209000 4593083 160414962 130301139 2163180 17249382 4213424 145500277 115749062 8688760 10054238 4190921 130301139 124216269 3724054 -8130356 4060905 115749062 103828321 975548 23464959 4052559 124216269 0.04303 0.34662 0.61035 0 1 1 22996397 22996397 113740031 51186556 62553475 25153119 13597930 11555189 12528040 11298702 1229338 128290957 128290957 226625356 Note Payable to affiliate 4430341 4430341 Part IV, Line 2b: 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, 2025 and 2024 are reported in the School's cash and cash equivalents and as a liability of the School. Part V, Line 4: The Kinkaid School Endowment Fund was established in 1958 to hold and invest permanent funds for The Kinkaid School, Inc., a private school providing instruction at the lower, middle and upper school levels to approximately 1,480 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 The School's nondiscriminatory policy is published on the School's website and in application brochures. X X X X X X 1 Grenzebach Glier & Assoc PO Box 775324 Chicago IL 60677 Consulting 0 0 17247 0 17247 TX Gala & Auction 3330214 2010524 1319690 216734 158908 216623 97672 1260808 BookFair 311932 311932 19982 150950 3 516661 405634 111027 1590 19122 94604 16970 22192 35812 4158807 2416158 1742649 1590 235856 253512 253575 119864 1447570 2311967 -569318 1 Need-based grants 154 4149690 Tuition reduction Need-based assistance 142 523272 Textbooks, trips, meals, etc. Merit scholarships 2 70680 Tuition reduction Part I, Line 2: The Kinkaid School, Inc. 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 interests can contribute to the School as a whole. Candidates are considered without regard to race or creed. These capable and deserving students would not be able to attend the School without financial aid. Students' academic performance is monitored on an ongoing basis. The Kinkaid School, Inc. does not grant athletic scholarships. X X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 Jonathan Eades Head of School 568310 0 150000 0 124386 0 16813 0 193858 0 1053367 0 0 0 Joanne Margraves CFO 311611 0 13000 0 10751 0 28311 0 17226 0 380899 0 0 0 Thomas J Moore Director of Advancement 289409 0 13000 0 6041 0 26508 0 13403 0 348361 0 0 0 Peter Behr Assistant Head of School 227393 0 13000 0 1070 0 11692 0 13410 0 266565 0 0 0 David Holm Director of Athletics 204855 0 10000 0 1387 0 10859 0 17747 0 244848 0 0 0 Krista Blackburn Lower School Head 179844 0 10000 0 26710 0 1220 0 14101 0 231875 0 0 0 Laurie Bieber Major Gifts Officer 204243 0 1000 0 1166 0 10448 0 13777 0 230634 0 0 0 Charlie Gramatges Middle School Head 162667 0 5000 0 46903 0 4880 0 390 0 219840 0 0 0 Edward A Jordan Director of Facilities 168059 0 10000 0 12188 0 9341 0 13694 0 213282 0 0 0 Peggy England Director of Strategic Communications 164232 0 11000 0 655 0 8811 0 17649 0 202347 0 0 0 Alex Spencer Upper School Head 156167 0 10000 0 21452 0 4685 0 8870 0 201174 0 0 0 Scott Lambert Director of VPA 154252 0 10000 0 956 0 14423 0 21155 0 200786 0 0 0 Vinnie Vrotny Director of Technology 154024 0 11000 0 1403 0 9285 0 15671 0 191383 0 0 0 Goldie Arriola Director of Human Resources 152023 0 13000 0 526 0 8133 0 17617 0 191299 0 0 0 Shannon L Hardie Head Dean 141375 0 0 0 15730 0 6884 0 21093 0 185082 0 0 0 Iris Bonet Director of Admissions, Enrollment 158434 0 10000 0 717 0 0 0 13728 0 182879 0 0 0 Quenby Mott Dean 153916 0 0 0 823 0 10238 0 16800 0 181777 0 0 0 Nathan Larned Assistant Athletic Director 146504 0 2000 0 3727 0 10014 0 17600 0 179845 0 0 0 Jennifer M Kincaid Associate Head Dean, Upper School 145624 0 0 0 853 0 7418 0 9351 0 163246 0 0 0 Part I, Line 1a The following benefits listed on Line 1a were provided during calendar year 2024 to Jonathan Eades, Head of School: - Tuition gross-up: $93,423 (included in W-2) - Personal services (housekeeper): $16,640 (included in W-2) - Auto allowance: $9,587 (included in W-2) - Additional 403(b) contribution: $3,591 (included in W-2) - Life insurance/LT disability: $1,145 (included in W-2) - Housing allowance: $175,150 (not included in W-2; provided for the convenience of the employer) The following benefits listed on Line 1a were provided during calendar year 2024 to Joanne Margraves, CFO: - Auto allowance: $7,962 (included in W-2) - Life insurance/LT disability: $2,789 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2024 to Krista Blackburn, Lower School Head: - Tuition gross-up: $25,594 (included in W-2) - Life insurance/LT disability: $1,116 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2024 to Charlie Gramatges, Middle School Head: - Tuition gross-up: $46,309 (included in W-2) - Life insurance/LT disability: $594 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2024 to Edward A. Jordan, Director of Facilities: - Auto allowance: $11,424 (included in W-2) - Life insurance/LT disability: $764 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2024 to Alex Spencer, Upper School Head: - Tuition gross-up: $21,325 (included in W-2) - Life insurance/LT disability: $127 (included in W-2) Part I, Line 1b All items noted in this section are provided pursuant to the Head of School's employment contract. Part I, Line 7 Jonathan Eades, Head of School, received a performance-based bonus in the amount of $150,000 during calendar year 2024. This bonus was approved by the Board of Trustees. X 32 562537 FMV X Auction items 336 861289 FMV X Supplies 4 10785 FMV X Musical instrument 2 10500 FMV 1 0 1 0 Form 990, Part III, Line 1 Kinkaid's mission is to promote educational excellence and balanced growth in a challenging, safe, and inclusive learning environment for the benefit of intellectually capable children of a sound character whose talents, interests, and uniqueness will be encouraged and nurtured to prepare them to lead, serve, and become contributing citizens to Kinkaid, our country, and the global community. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Chair of the Board of Trustees, the Chair of the Finance Committee, the Head of School, and the Chief Financial Officer. The Form is made available to all trustees before filing with the IRS. Form 990, Part VI, Section B, line 12c A conflict of interest disclosure is completed annually by all officers, directors, trustees, and key employees. Form 990, Part VI, Section B, line 15 During 2024-2025, Jonathan E. Eades served his fifth year as Head of School. The terms of his employment contract were based on comparative data provided by the National Association of Independent Schools (NAIS) and the Independent School Association of the Southwest (ISAS). The contract was negotiated by a Compensation Committee of the Board. The Head of School 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, Section C, line 19 The School provides copies of documents upon request at no charge. The Kinkaid School Endowment Fund Inc 201 Kinkaid School Drive Houston TX 77024 760460841 Hold and invest permanent funds for The Kinkaid School, Inc. TX 501(c)(3) Line 12a, I The Kinkaid School Inc 1 The Kinkaid Investments Foundation 201 Kinkaid School Drive Houston TX 77024 742177160 Receive gifts of realty and nonliquid assets for The Kinkaid School, Inc. TX 501(c)(3) Line 12a, I The Kinkaid School Inc 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 The Kinkaid School Endowment Fund Inc C 4593083 Cash The Kinkaid School Endowment Fund Inc E 4430341 Cash