Civic Intelligence

Kirby Hall School

990 • Fiscal year 2023 • EIN 74-1874939

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 14, 2024

306 West 29th StreetAustin, TX 78705

(512) 474-1770

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-0.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$3,679,238

Flat from 2023

Net Assets

Flat

$3,374,888

Flat from 2023

Liabilities

Flat

$304,350

Flat from 2023

Revenue

Flat

$2,002,580

Flat from 2023

Expenses

Flat

$1,748,876

Flat from 2023

Net Income

Flat

$253,704

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,576,045Liabilities 2010: $534,895Net Assets 2010: $2,041,1502010Assets 2011: $2,797,564Liabilities 2011: $605,050Net Assets 2011: $2,192,5142011Assets 2012: $2,709,083Liabilities 2012: $256,254Net Assets 2012: $2,452,8292012Assets 2013: $2,640,446Liabilities 2013: $187,936Net Assets 2013: $2,452,5102013Assets 2014: $2,635,240Liabilities 2014: $205,071Net Assets 2014: $2,430,1692014Assets 2015: $2,765,923Liabilities 2015: $316,168Net Assets 2015: $2,449,7552015Assets 2016: $2,897,434Liabilities 2016: $399,045Net Assets 2016: $2,498,3892016Assets 2017: $3,021,623Liabilities 2017: $397,096Net Assets 2017: $2,624,5272017Assets 2018: $3,050,134Liabilities 2018: $400,706Net Assets 2018: $2,649,4282018Assets 2019: $2,751,989Liabilities 2019: $104,033Net Assets 2019: $2,647,9562019Assets 2020: $2,954,344Liabilities 2020: $222,231Net Assets 2020: $2,732,1132020Assets 2021: $3,194,913Liabilities 2021: $401,593Net Assets 2021: $2,793,3202021Assets 2022: $3,693,052Liabilities 2022: $571,868Net Assets 2022: $3,121,1842022Assets 2023: $3,679,238Liabilities 2023: $304,350Net Assets 2023: $3,374,8882023Assets 2023: $3,679,238Liabilities 2023: $304,350Net Assets 2023: $3,374,8882023Assets 2024: $3,277,256Liabilities 2024: $296,393Net Assets 2024: $2,980,8632024

Highlighted filing

2023

Assets$3,679,238
Liabilities$304,350
Net Assets$3,374,888

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,105,4802010Expenses 2011: $920,9902011Revenue 2012: $1,089,402Expenses 2012: $829,088Net Income 2012: $260,3142012Revenue 2013: $1,032,626Expenses 2013: $1,032,945Net Income 2013: -$3192013Revenue 2014: $1,064,041Expenses 2014: $1,086,382Net Income 2014: -$22,3412014Revenue 2015: $1,146,040Expenses 2015: $1,126,454Net Income 2015: $19,5862015Revenue 2016: $1,252,936Expenses 2016: $1,204,302Net Income 2016: $48,6342016Revenue 2017: $1,383,612Expenses 2017: $1,257,473Net Income 2017: $126,1392017Revenue 2018: $1,306,445Expenses 2018: $1,281,545Net Income 2018: $24,9002018Revenue 2019: $1,264,535Expenses 2019: $1,266,007Net Income 2019: -$1,4722019Revenue 2020: $1,405,496Expenses 2020: $1,321,339Net Income 2020: $84,1572020Revenue 2021: $1,434,121Expenses 2021: $1,373,454Net Income 2021: $60,6672021Revenue 2022: $1,808,428Expenses 2022: $1,480,565Net Income 2022: $327,8632022Revenue 2023: $2,002,580Expenses 2023: $1,748,876Net Income 2023: $253,7042023Revenue 2023: $2,002,580Expenses 2023: $1,748,876Net Income 2023: $253,7042023Revenue 2024: $1,751,291Expenses 2024: $2,145,313Net Income 2024: -$394,0222024

Highlighted filing

2023

Revenue$2,002,580
Expenses$1,748,876
Net Income$253,704
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$2,022,548
Mission and Program Overview

Mission

To provide college preparatory education to students of any race, color, nationality, ethnicity, religion, socioeconomic status, sex, gender identity or sexual orientation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,161,506$2,100,818▼ $60,688
Land, Buildings, and Equipment, Net$943,492$1,027,544▲ $84,052
Cash and Non-Interest-Bearing Accounts$570,838$503,013▼ $67,825
Accounts Receivable$645$40,250▲ $39,605
Prepaid Expenses and Deferred Charges$16,571$7,613▼ $8,958
Total Assets$3,693,052$3,679,238▼ $13,814
Liabilities
Deferred Revenue$556,363$273,772▼ $282,591
Accounts Payable and Accrued Expenses$15,505$30,578▲ $15,073
Total Liabilities$571,868$304,350▼ $267,518
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,256,901$2,761,943▲ $505,042
Net Assets With Donor Restrictions$864,283$612,945▼ $251,338
Total Net Assets Fund Balance$3,121,184$3,374,888▲ $253,704
Total Liabilities and Net Assets / Fund Balance$3,693,052$3,679,238▼ $13,814

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$163,367$784,953$948,320
Land$682,066-$682,066
Other Land Buildings$17,554$269,647$287,201
Leasehold Improvements$144,739$79,224$223,963
Equipment$19,818$111,347$131,165
Compensation and Service Providers

Board Members and Trustees

NameTitle
C Victoria ShinnPresident of the Board
Sabina BehagueDirector
Sara Pevaroff SchuhDirector
Teri FicklingDirector
Amy ClementsSecretary
Adrian ColesberryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,752
Program Service Revenue
$1,900,324
Investment Income
$7,961
Other Revenue
$58,543
All Other Contributions
$35,752
Change in Net Assets
$253,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,451,249
Other Expenses$297,627
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$938,547$290,157-$1,228,704
Occupancy$103,039$11,449-$114,488
Other Employee Benefits$89,981$22,921-$112,902
Payroll Taxes$71,404$22,075-$93,479
Insurance$22,838$2,537-$25,375
Depreciation Depletion$22,516$2,502-$25,018
Pension Plan Contributions$9,752$6,412-$16,164
Advertising-$9,662-$9,662
Office Expenses$453$4,077-$4,530
Information Technology$3,884$431-$4,315
Fees for Services Accounting-$3,818-$3,818
Fees for Services Management$358$3,217-$3,575
Fees for Services Other$1,963$218-$2,181
All Other Expenses$521$58-$579
Other Expenses$463$52-$515
Total Functional Expenses$1,366,216$382,660$0$1,748,876
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,511
Fundraising Direct Expenses$19,968
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Fundraiser$70,435$70,435-$70,435
Total Events$70,435$70,435$15,992$54,443
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Members on the Board of Directors are siblings

Form 990, Part VI, Section B, Line 11A

a PDF of the 990 is provided to Board Members prior to filing

Filing and Contact Details

Filer

Filer Name
Kirby Hall School
EIN
74-1874939
Phone
5124741770
Address
306 West 29th Street, Austin, TX 78705

Signing Officer

Name
Claire LaChance
Title
Chief Financial Officer
Phone
5124741770
Signed
2024-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Victoria Shinn
Formed
1976
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
37
Volunteers
50

Preparer

Firm
MacDonald J Kempf CPA PC
Address
1823 Fortview Road Ste 208, Austin, TX 78704
Preparer
MacDonald J Kempf
Phone
5124422502
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section 1, Line 38

requires that this form be included with Form 990

Raw XML AppendixShowing 400 of 432 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYProgramServiceRevenueAmt01685143
IRS990/PYRevenuesLessExpensesAmt0327863
IRS990/PYSalariesCompEmpBnftPaidAmt01224640
IRS990/PYTotalExpensesAmt01480565
IRS990/PYTotalRevenueAmt01808428
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0253704
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02161506
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02100818
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0163367
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0784953
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0948320
IRS990ScheduleD/EquipmentGrp/BookValueAmt019818
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0111347
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0131165
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0682066
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0682066
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0144739
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt079224
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0223963
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017554
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0269647
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0287201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01027544
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0382
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0382
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015992
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04795
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04795
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0550
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070435
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054443
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06265
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06265
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0requires that this form be included with Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members on the Board of Directors are siblings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2a PDF of the 990 is provided to Board Members prior to filing
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Section 1, Line 38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11a
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03693052
IRS990/TotalAssetsEOYAmt03679238
IRS990/TotalAssetsGrp/BOYAmt03693052
IRS990/TotalAssetsGrp/EOYAmt03679238
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt035752
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0382660
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01366216
IRS990/TotalFunctionalExpensesGrp/TotalAmt01748876
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0571868
IRS990/TotalLiabilitiesEOYAmt0304350
IRS990/TotalLiabilitiesGrp/BOYAmt0571868
IRS990/TotalLiabilitiesGrp/EOYAmt0304350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03121184
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03374888
IRS990/TotalProgramServiceExpensesAmt01366216
IRS990/TotalProgramServiceRevenueAmt01900324
IRS990/TotalRevenueGrp/ExclusionAmt07961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01900324
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02002580
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03693052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03679238
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04610 San Gabriel Dr
IRS990/USAddress/CityNm0Dallas
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075229
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.kirbyhallschool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.30$2.98$1.75$2.15$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.30$3.37$2.00$1.75$0.25
2023Summary only. Only limited summary data is available for this year.$3.68$0.30$3.37$2.00$1.75$0.25
2022Summary only. Only limited summary data is available for this year.$3.69$0.57$3.12$1.81$1.48$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.40$2.79$1.43$1.37$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.22$2.73$1.41$1.32$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.10$2.65$1.26$1.27$0.00
2018Summary only. Only limited summary data is available for this year.$3.05$0.40$2.65$1.31$1.28$0.02
2017Summary only. Only limited summary data is available for this year.$3.02$0.40$2.62$1.38$1.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.40$2.50$1.25$1.20$0.05
2015Summary only. Only limited summary data is available for this year.$2.77$0.32$2.45$1.15$1.13$0.02
2014Summary only. Only limited summary data is available for this year.$2.64$0.21$2.43$1.06$1.09$0.02
2013Summary only. Only limited summary data is available for this year.$2.64$0.19$2.45$1.03$1.03$0.00
2012Summary only. Only limited summary data is available for this year.$2.71$0.26$2.45$1.09$0.83$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.61$2.19$0.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.53$2.04$1.11