Civic Intelligence

The Kinkaid Investments Foundation

EIN 74-2177160 • 501(c)3 • Houston, TX

Profile

The Kinkaid Investments Foundation promotes, receives, and administers gifts of realty and other nonliquid assets for the benefit of The Kinkaid School, Inc.

201 Kinkaid School DriveHouston, TX 77024

www.kinkaid.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

126%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$368,749

Higher top officer pay than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-35%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$155,573

Down $84,794 (-35%) from 2023

Liabilities

Down

$4,752

Down $139 (-2.8%) from 2023

Net Assets

Down

$150,821

Down $84,655 (-36%) from 2023

Revenue

Down

-$68,483

Down $94,423 (-364%) from 2023

Expenses

Down

$18,081

Down $79,366 (-81%) from 2023

Net Income

Down

-$86,564

Down $15,057 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,805,853Liabilities 2010: $41,470Net Assets 2010: $1,764,3832010Assets 2011: $1,735,921Liabilities 2011: $6,310Net Assets 2011: $1,729,6112011Assets 2012: $1,509,512Liabilities 2012: $2,708Net Assets 2012: $1,506,8042012Assets 2013: $1,509,520Liabilities 2013: $24,085Net Assets 2013: $1,485,4352013Assets 2014: $960,080Liabilities 2014: $657,077Net Assets 2014: $303,0032014Assets 2015: $315,282Liabilities 2015: $4,495Net Assets 2015: $310,7872015Assets 2016: $325,450Liabilities 2016: $0Net Assets 2016: $325,4502016Assets 2017: $285,273Liabilities 2017: $0Net Assets 2017: $285,2732017Assets 2018: $297,362Liabilities 2018: $4,858Net Assets 2018: $292,5042018Assets 2019: $302,461Liabilities 2019: $0Net Assets 2019: $302,4612019Assets 2020: $315,584Liabilities 2020: $4,891Net Assets 2020: $310,6932020Assets 2021: $317,457Liabilities 2021: $0Net Assets 2021: $317,4572021Assets 2022: $314,407Liabilities 2022: $4,891Net Assets 2022: $309,5162022Assets 2023: $240,367Liabilities 2023: $4,891Net Assets 2023: $235,4762023Assets 2024: $155,573Liabilities 2024: $4,752Net Assets 2024: $150,8212024

Highlighted filing

2024

Assets$155,573
Liabilities$4,752
Net Assets$150,821

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $38,0932010Expenses 2011: $46,5532011Expenses 2012: $269,5912012Revenue 2013: $12,079Expenses 2013: $33,448Net Income 2013: -$21,3692013Revenue 2014: $472,418Expenses 2014: $1,654,850Net Income 2014: -$1,182,4322014Revenue 2015: $12,704Expenses 2015: $4,920Net Income 2015: $7,7842015Revenue 2016: $19,721Expenses 2016: $5,058Net Income 2016: $14,6632016Revenue 2017: -$35,125Expenses 2017: $5,052Net Income 2017: -$40,1772017Revenue 2018: $12,272Expenses 2018: $5,041Net Income 2018: $7,2312018Revenue 2019: $15,198Expenses 2019: $5,241Net Income 2019: $9,9572019Revenue 2020: $13,273Expenses 2020: $5,041Net Income 2020: $8,2322020Revenue 2021: $12,077Expenses 2021: $5,042Net Income 2021: $7,0352021Revenue 2022: $17,061Expenses 2022: $5,041Net Income 2022: $12,0202022Revenue 2023: $25,940Expenses 2023: $97,447Net Income 2023: -$71,5072023Revenue 2024: -$68,483Expenses 2024: $18,081Net Income 2024: -$86,5642024

Highlighted filing

2024

Revenue-$68,483
Expenses$18,081
Net Income-$86,564

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.15$0.07$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.02$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$0.01$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.29$0.01$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.04$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.66$0.30$0.47$1.65$1.18
2013Summary only. Only limited summary data is available for this year.$1.51$0.02$1.49$0.01$0.03$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.01$1.73$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.04$1.76$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$9,963
Mission and Program Overview

Mission

The Kinkaid Investments Foundation promotes, receives, and administers gifts of realty and other nonliquid assets for the benefit of The Kinkaid School, Inc. This support allows the school to employ the best qualified teachers, provide financial assistance to students who would not otherwise be able to attend the school and promote the educational purposes and general welfare of the school.

The Kinkaid Investments Foundation promotes, receives, and administers gifts of realty and other nonliquid assets for the benefit of The Kinkaid School, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$120,408$128,100▲ $7,692
Investments Other Securities$105,919$27,473▼ $78,446
Accounts Receivable$14,040--
Total Assets$240,367$155,573▼ $84,794
Liabilities
Other Liabilities$4,891$4,752▼ $139
Total Liabilities$4,891$4,752▼ $139
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$235,476$150,821▼ $84,655
Total Net Assets Fund Balance$235,476$150,821▼ $84,655
Total Liabilities and Net Assets / Fund Balance$240,367$155,573▼ $84,794

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$27,473--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$-73,513
Other Revenue
$30
All Other Contributions
$5,000
Change in Net Assets
$-86,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$150-$150
Total Functional Expenses$0$18,081$0$18,081
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to School$4,752
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

The Board of Directors consists of three classes of directors: School Directors, Public Directors, and Administration Directors. The Board of Directors consists of a total of 9 Directors - 4 School Directors, 4 Public Directors, and 1 Administration Director. Any vacancy in the office of School Director is filled by a duly authorized appointment by the Board of Trustees of The Kinkaid School. The office of Administration Director is always filled by the then-serving Vice Chairman of The Kinkaid School.

Form 990, Part VI, Section B, line 11B

Form 990 is reviewed by the Chief Financial Officer for The Kinkaid School, Inc. The Form is then made available to the Board of Directors at its annual meeting prior to filing with the IRS.

Form 990, Part VI, Section B, line 12C

All directors are required to annually complete a Conflict of Interest Disclosure form.

Form 990, Part VI, Section C, line 19

These documents are made available upon request.

Form 990, Part VII - Compensation Explanation

Joanne Margraves spends 40 hours per week in her position as the CFO of The Kinkaid School, Inc. She receives no compensation for services rendered to The Kinkaid Investments Foundation.

Filing and Contact Details

Filer

Filer Name
The Kinkaid Investments Foundation
EIN
74-2177160
Phone
7137821640
Address
201 Kinkaid School Drive, Houston, TX 77024

Signing Officer

Name
Joanne Margraves
Title
CFO
Phone
7137821640
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Margraves
Formed
1980
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

The Kinkaid Investments Foundation promotes, receives, and administers gifts of realty and other nonliquid assets for the benefit of The Kinkaid School, Inc. (the School). This support allows the School to employ the best qualified teachers, provide financial assistance to students who would not otherwise be able to attend the School and promote the educational purposes and general welfare of the School.

Raw XML AppendixShowing 400 of 449 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018081
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Kinkaid School Inc
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IRS990ScheduleA/SupportSumAmt018081
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to School
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IRS990ScheduleD/OtherSecuritiesGrp/Desc07.5 shs Neches Iron Co.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt014169
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Joanne Margraves
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0368749
IRS990ScheduleJ/SeverancePaymentInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Kinkaid Investments Foundation promotes, receives, and administers gifts of realty and other nonliquid assets for the benefit of The Kinkaid School, Inc. (the School). This support allows the School to employ the best qualified teachers, provide financial assistance to students who would not otherwise be able to attend the School and promote the educational purposes and general welfare of the School.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors consists of three classes of directors: School Directors, Public Directors, and Administration Directors. The Board of Directors consists of a total of 9 Directors - 4 School Directors, 4 Public Directors, and 1 Administration Director. Any vacancy in the office of School Director is filled by a duly authorized appointment by the Board of Trustees of The Kinkaid School. The office of Administration Director is always filled by the then-serving Vice Chairman of The Kinkaid School.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the Chief Financial Officer for The Kinkaid School, Inc. The Form is then made available to the Board of Directors at its annual meeting prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All directors are required to annually complete a Conflict of Interest Disclosure form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4These documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Joanne Margraves spends 40 hours per week in her position as the CFO of The Kinkaid School, Inc. She receives no compensation for services rendered to The Kinkaid Investments Foundation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VII - Compensation Explanation
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0The Kinkaid School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Kinkaid School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Kinkaid School Endowment Fund
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Hold and invest permanent funds for The Kinkaid School, Inc.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Line 12a, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 Kinkaid School Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1201 Kinkaid School Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Houston
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IRS990/TotalAssetsEOYAmt0155573
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IRS990/TotalAssetsGrp/EOYAmt0155573
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IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018081
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018081
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150821
IRS990/TotalOtherCompensationAmt044585
IRS990/TotalReportableCompFromOrgAmt00

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