2025-05-13T11:08:14-05:00 2024-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-08-01 760295523 The Kinkaid School Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 7137821640 2025-05-13 1 0 Barbara Murphy P01386215 7134395739 2025-04-30 2023 2025-03-06 01:10:19Z Jonathan Eades 201 Kinkaid School Drive Houston TX 77024 80413775 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 31925603 28223558 47998775 50255879 1561781 1549063 -24491 14991 81461668 80043491 4341758 4369790 0 0 35902397 38346840 70754 33716 2593218 21428501 21404963 61743410 64155309 19718258 15888182 216389120 243038463 50510449 61271610 165878671 181766853 X See Schedule O 0 0 55729700 4369790 50255879 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. 55729700 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 1 174 2 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 Edwin H Frank III Chair 1.00 1.00 X X 0 0 0 Steven P Mach Vice Chair 1.00 1.00 X X 0 0 0 Evan H Katz Secretary 1.00 0.00 X X 0 0 0 Stephanie Cockrell Treasurer 1.00 0.00 X X 0 0 0 Meredith Hopson Beaupre Trustee 1.00 0.00 X 0 0 0 Brandt C Bowden Trustee 1.00 0.00 X 0 0 0 Jessica Kilbourne Brazelton Trustee 1.00 0.00 X 0 0 0 Annette Brissett Trustee 1.00 0.00 X 0 0 0 Kenneth Cowan Trustee 1.00 1.00 X 0 0 0 William L Doggett Sr Trustee 1.00 0.00 X 0 0 0 Ashley Morgan Hanna Trustee 1.00 0.00 X 0 0 0 Michael Hanson Trustee 1.00 0.00 X 0 0 0 Jesse Boyd Heath Trustee 1.00 1.00 X 0 0 0 Lisa Helfman Trustee 1.00 0.00 X 0 0 0 Helena Papadopoulos Johnson Trustee 1.00 1.00 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 Walter G Mayfield Trustee 1.00 0.00 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 Sole III Trustee 1.00 0.00 X 0 0 0 Eno E 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 I 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 830649 0 228620 Joanne Margraves CFO 40.00 2.00 X 324164 0 44585 Thomas J Moore Director of Advancement 40.00 0.00 X 289407 0 40067 David Holm Director of Athletics 40.00 0.00 X 213671 0 26592 Peter Behr Assistant Head of School 40.00 0.00 X 209241 0 22461 Krista Blackburn Lower School Head 40.00 0.00 X 204760 0 12858 Edward A Jordan Director of Facilities 40.00 0.00 X 182476 0 24312 Marguerite England Director of Strategic Communications 40.00 0.00 X 168770 0 22688 Iris Bonet Director of Admissions, Enrollment 40.00 0.00 X 163013 0 12293 Vincent Vrotny Director of Technology 40.00 0.00 X 160889 0 22367 Goldie Arriola Director of Human Resources 40.00 0.00 X 156690 0 23969 Scott Lambert Director of VPA 40.00 0.00 X 153386 0 33181 Laurie Bieber Major Gifts Officer 40.00 0.00 X 205142 0 21221 Quenby Mott Head Dean 40.00 0.00 X 164376 0 23303 Nathan Larned Assistant Athletic Director 40.00 0.00 X 147395 0 23011 Frances Limoncelli VPA Theatre Director 40.00 0.00 X 144233 0 9932 Alex Spencer Upper School Head 40.00 0.00 X 142163 0 11738 Matthew Rush Former Asst. Head of School 40.00 0.00 X 154603 0 15280 4015028 0 618478 75 1 1 0 Linbeck Group LLC PO Box 22500 Houston TX 77227 Construction 38895825 Studio Red Architects 1320 McGowen Houston TX 77004 Architectural services 3470084 Sage Dining Services 1402 York Rd 100 Lutherville MD 21093 Food services 2666687 KARR Limousine Service 6363 Richmond Ave 300 Houston TX 77057 Transportation 760765 Houston Tree Service Team PO Box 571986 Houston TX 77257 Landscaping services 504990 12 488583 5539883 22195092 147476 28223558 Student tuition 611600 47520630 47520630 Auxiliary service fees 611600 2518310 2518310 Summer school, other fees 611600 216939 216939 50255879 1549063 1549063 385275 488583 370284 14991 14991 80043491 50255879 0 1564054 3050 3050 4366740 4366740 3810458 1566633 1520138 723687 27130089 24317353 1969238 843498 1397488 1206531 137060 53897 3749994 3322288 304798 122908 2258811 1923964 264040 70807 53079 53079 76609 76609 33716 33716 816243 265444 389008 161791 467163 214117 130912 122134 1888236 1528700 238563 120973 3081210 2993673 59337 28200 140577 140577 231474 150531 57718 23225 391093 391093 5704549 5542484 109856 52209 834307 810603 16068 7636 Educational materials 4833532 4833532 Dining center services 2225568 2171727 38893 14948 Security 303000 294392 5835 2773 Event expenses 142144 142144 216179 77361 70146 68672 64155309 55729700 5832391 2593218 3650107 1524480 52239852 34881622 39369491 40725011 156192 215255 1739657 1184608 234029811 73783989 115432902 160245822 3800919 4261665 216389120 243038463 12972516 13366414 31589304 33759769 1061471 1075213 8406986 4887158 4663228 50510449 61271610 X 70854125 104455562 95024546 77311291 165878671 181766853 216389120 243038463 15888182 0 X 0 1 X 1 0 X 7835530 8056401 74823023 31925603 28223558 150864115 7835530 8056401 74823023 31925603 28223558 150864115 44386396 106477719 234266 40423 1561781 1549063 3385533 14991 14991 154264639 230843379 0.69020 0.63770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 130301139 2163180 17249382 4213424 145500277 115749062 8688760 10054238 4190921 130301139 124216269 3724054 -8130356 4060905 115749062 103828321 975548 23464959 4052559 124216269 102099914 361729 5462352 4095674 103828321 0.04393 0.35948 0.59659 0 1 1 22996397 22996397 114800762 48254137 66546625 25419295 13168254 12251041 13960768 12361598 1599170 56852589 56852589 160245822 Note Payable to affiliate 4663228 4663228 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, 2024 and 2023 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 33716 0 33716 TX BookFair 317598 105434 212164 23688 169410 Sporting Clays 277771 247563 30208 10325 35375 6531 5133 2 278489 135586 142903 610 22466 47996 7043 21706 20001 873858 488583 385275 610 32791 83371 37262 21706 194544 370284 14991 1 Need-based grants 156 3933648 Tuition reduction Need-based assistance 139 358282 Textbooks, trips, meals, etc. Merit scholarships 4 74810 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 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 Jonathan Eades Head of School 521591 0 150000 0 159058 0 15753 0 212867 0 1059269 0 0 0 Joanne Margraves CFO 297995 0 12000 0 14169 0 28024 0 16561 0 368749 0 0 0 Thomas J Moore Director of Advancement 273274 0 12000 0 4133 0 25349 0 14718 0 329474 0 0 0 David Holm Director of Athletics 202356 0 10000 0 1315 0 10633 0 15959 0 240263 0 0 0 Peter Behr Assistant Head of School 193939 0 12000 0 3302 0 9975 0 12486 0 231702 0 0 0 Laurie Bieber Major Gifts Officer 203583 0 1000 0 559 0 8353 0 12868 0 226363 0 0 0 Krista Blackburn Lower School Head 170002 0 10000 0 24758 0 0 0 12858 0 217618 0 0 0 Edward A Jordan Director of Facilities 160917 0 10000 0 11559 0 11970 0 12342 0 206788 0 0 0 Marguerite England Director of Strategic Communications 157157 0 11000 0 613 0 7323 0 15365 0 191458 0 0 0 Quenby Mott Head Dean 163814 0 0 0 562 0 8733 0 14570 0 187679 0 0 0 Scott Lambert Director of VPA 143720 0 9000 0 666 0 13414 0 19767 0 186567 0 0 0 Vincent Vrotny Director of Technology 148672 0 11000 0 1217 0 7810 0 14557 0 183256 0 0 0 Goldie Arriola Director of Human Resources 144195 0 12000 0 495 0 7708 0 16261 0 180659 0 0 0 Iris Bonet Director of Admissions, Enrollment 152334 0 10000 0 679 0 0 0 12293 0 175306 0 0 0 Nathan Larned Assistant Athletic Director 146926 0 0 0 469 0 7697 0 15314 0 170406 0 0 0 Matthew Rush Former Asst. Head of School 144378 0 10000 0 225 0 7500 0 7780 0 169883 0 0 0 Frances Limoncelli VPA Theatre Director 68407 0 0 0 75826 0 3485 0 6447 0 154165 0 0 0 Alex Spencer Upper School Head 129674 0 2000 0 10489 0 3884 0 7854 0 153901 0 0 0 Part I, Line 1a The following benefits listed on Line 1a were provided during calendar year 2023 to Jonathan Eades, Head of School: - Life insurance/LT disability: $1,344 (included in W-2) - Tuition gross-up: $131,936 (included in W-2) - Auto allowance: $9,138 (included in W-2) - Personal services (housekeeper): $16,640 (included in W-2) - Housing allowance: $196,423 (not included in W-2; provided for the convenience of the employer) The following benefits listed on Line 1a were provided during calendar year 2023 to Joanne Margraves, CFO: - Life insurance/LT disability: $2,673 (included in W-2) - Auto allowance: $11,496 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2023 to Peter Behr, Assistant Head of School: - Life insurance/LT disability: $879 (included in W-2) - Tuition gross-up: $2,423 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2023 to Krista Blackburn, Lower School Head: - Life insurance/LT disability: $758 (included in W-2) - Tuition gross-up: $24,000 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2023 to Edward A. Jordan, Director of Facilities: - Life insurance/LT disability: $724 (included in W-2) - Auto allowance: $10,835 (included in W-2) The following benefits listed on Line 1a were provided during calendar year 2023 to Matthew Rush, Former Assistant Head of School: - Life insurance/LT disability: $225 (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 4a Frances Limoncelli, VPA Theatre Director, received severance pay of $75,503. Part I, Line 7 Jonathan Eades, Head of School, received a performance-based bonus in the amount of $150,000 during calendar year 2023. This bonus was approved by the Board of Trustees. X 13 103276 FMV X Musical instrument 1 20468 FMV X Gift cards 1 12000 FMV X Raffle items 5 6099 FMV X Supplies 4 5633 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 2023-2024, Jonathan E. Eades served his fourth 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 The Caylor Foundation 4718 Hallmark Dr Ste 502 Houston TX 77056 760446881 Scholarships for study at Kinkaid and University TX 501(c)(3) Line 12d, III-O N/A 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 The Kinkaid School Endowment Fund Inc C 4213424 Cash The Kinkaid School Endowment Fund Inc B 3050 Cash The Kinkaid School Endowment Fund Inc E 4663228 Cash The Caylor Foundation C 1326459 Cash