Civic Intelligence

The Kinkaid School Endowment Fund Inc

EIN 76-0460841 • 501(c)3 • Houston, TX

Profile

The Kinkaid School Endowment Fund, incorporated in 1994, was originally established in 1958 to hold and invest permanent funds for the benefit of The Kinkaid School, Inc., a private school providing instruction to approximately 1,470 students in grades PreK - 12.

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

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.70x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-54%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$149,758,844

Up $15,661,677 (+12%) from 2023

Liabilities

Up

$4,258,567

Up $462,539 (+12%) from 2023

Net Assets

Up

$145,500,277

Up $15,199,138 (+12%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin79th percentile

Revenue

Down

$6,077,515

Down $7,277,293 (-54%) from 2023

Expenses

Up

$4,688,455

Up $64,259 (+1.4%) from 2023

Net Income

Down

$1,389,060

Down $7,341,552 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$150M$100M$50M$0Assets 2010: $81,413,322Liabilities 2010: $3,507,511Net Assets 2010: $77,905,8112010Assets 2011: $91,811,807Liabilities 2011: $3,727,650Net Assets 2011: $88,084,1572011Assets 2012: $87,618,324Liabilities 2012: $3,712,400Net Assets 2012: $83,905,9242012Assets 2013: $96,629,741Liabilities 2013: $3,236,507Net Assets 2013: $93,393,2342013Assets 2014: $102,033,625Liabilities 2014: $3,362,239Net Assets 2014: $98,671,3862014Assets 2015: $102,990,539Liabilities 2015: $3,634,909Net Assets 2015: $99,355,6302015Assets 2016: $96,178,301Liabilities 2016: $3,583,804Net Assets 2016: $92,594,4972016Assets 2017: $101,786,154Liabilities 2017: $3,782,842Net Assets 2017: $98,003,3122017Assets 2018: $106,229,004Liabilities 2018: $4,199,507Net Assets 2018: $102,029,4972018Assets 2019: $106,101,231Liabilities 2019: $4,001,317Net Assets 2019: $102,099,9142019Assets 2020: $107,957,513Liabilities 2020: $4,129,192Net Assets 2020: $103,828,3212020Assets 2021: $128,285,780Liabilities 2021: $4,069,511Net Assets 2021: $124,216,2692021Assets 2022: $119,820,822Liabilities 2022: $4,071,760Net Assets 2022: $115,749,0622022Assets 2023: $134,097,167Liabilities 2023: $3,796,028Net Assets 2023: $130,301,1392023Assets 2024: $149,758,844Liabilities 2024: $4,258,567Net Assets 2024: $145,500,2772024

Highlighted filing

2024

Assets$149,758,844
Liabilities$4,258,567
Net Assets$145,500,277
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,369,2142010Expenses 2011: $4,381,2562011Expenses 2012: $5,040,6682012Revenue 2013: $8,826,885Expenses 2013: $5,084,564Net Income 2013: $3,742,3212013Revenue 2014: $7,704,381Expenses 2014: $4,838,437Net Income 2014: $2,865,9442014Revenue 2015: $11,308,102Expenses 2015: $4,791,079Net Income 2015: $6,517,0232015Revenue 2016: $1,734,611Expenses 2016: $5,786,661Net Income 2016: -$4,052,0502016Revenue 2017: $9,443,545Expenses 2017: $5,711,581Net Income 2017: $3,731,9642017Revenue 2018: $5,249,869Expenses 2018: $5,728,884Net Income 2018: -$479,0152018Revenue 2019: $4,571,173Expenses 2019: $5,876,869Net Income 2019: -$1,305,6962019Revenue 2020: $5,148,228Expenses 2020: $4,463,777Net Income 2020: $684,4512020Revenue 2021: $7,799,953Expenses 2021: $4,448,167Net Income 2021: $3,351,7862021Revenue 2022: $9,567,958Expenses 2022: $4,506,420Net Income 2022: $5,061,5382022Revenue 2023: $13,354,808Expenses 2023: $4,624,196Net Income 2023: $8,730,6122023Revenue 2024: $6,077,515Expenses 2024: $4,688,455Net Income 2024: $1,389,0602024

Highlighted filing

2024

Revenue$6,077,515
Expenses$4,688,455
Net Income$1,389,060
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$149,758,844
Liabilities
$4,258,567
Net assets
$145,500,277
Revenue
$6,077,515
Expenses
$4,688,455
Net income
$1,389,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$150$4.26$146$6.08$4.69$1.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$134$3.80$130$13.4$4.62$8.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$4.07$116$9.57$4.51$5.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$4.07$124$7.80$4.45$3.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$4.13$104$5.15$4.46$0.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$4.00$102$4.57$5.88$1.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$4.20$102$5.25$5.73$0.48
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$3.78$98.0$9.44$5.71$3.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.2$3.58$92.6$1.73$5.79$4.05
2015Detailed filing. Detailed filing data is available for this year.$103$3.63$99.4$11.3$4.79$6.52
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$3.36$98.7$7.70$4.84$2.87
2013Summary only. Only limited summary data is available for this year.$96.6$3.24$93.4$8.83$5.08$3.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.6$3.71$83.9$5.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.8$3.73$88.1$4.38
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.4$3.51$77.9$4.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 12, 2025
Return Version
2023v6.0
Gross Receipts
$18,580,975
Mission and Program Overview

Mission

The Endowment assists The Kinkaid School, Inc. (the School) in attracting and retaining the best qualified teachers, in providing financial assistance to students who might not otherwise be able to attend the School, and promoting in any and all other ways the educational purposes and general welfare of the School.

The Kinkaid School Endowment Fund, incorporated in 1994, was originally established in 1958 to hold and invest permanent funds for the benefit of The Kinkaid School, Inc., a private school providing instruction to approximately 1,470 students in grades PreK - 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$124,024,743$140,340,834▲ $16,316,091
Pledges and Grants Receivable$5,185,266$4,754,782▼ $430,484
Total Assets$134,097,167$149,758,844▲ $15,661,677
Other Assets Total$4,887,158$4,663,228▼ $223,930
Liabilities
Other Liabilities$3,796,028$4,256,913▲ $460,885
Accounts Payable and Accrued Expenses-$1,654-
Total Liabilities$3,796,028$4,258,567▲ $462,539
Net Assets / Fund Balance
Net Assets With Donor Restrictions$124,485,822$139,107,709▲ $14,621,887
Net Assets Without Donor Restrictions$5,815,317$6,392,568▲ $577,251
Total Net Assets Fund Balance$130,301,139$145,500,277▲ $15,199,138
Total Liabilities and Net Assets / Fund Balance$134,097,167$149,758,844▲ $15,661,677

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$130,301,139$2,163,180▲ $17,249,382-$145,500,277
2022$115,749,062$8,688,760▲ $10,054,238-$130,301,139
2021$124,216,269$3,724,054▼ $8,130,356-$115,749,062
2020$103,828,321$975,548▲ $23,464,959-$124,216,269
2019$101,682,291$779,352▲ $5,462,352-$103,828,321
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ricardo PerusquiaChair
E Staman OgilvieVice Chair
Curtis R KayemDirector
Darryl I WilsonDirector
Edwin H Frank IIIDirector
Elisa Stude PyeDirector
Kenneth CowanDirector
Joanne MargravesCFO
David R LummisSecretary
Terri LacyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Goldman Sachs & CoInvestment advisors609 Main St Ste 2100, Houston, TX 77002$399,190
Revenue and Support

Revenue Composition

Contributions and Grants
$2,163,180
Program Service Revenue
$0
Investment Income
$3,914,335
Other Revenue
$0
All Other Contributions
$2,160,130
Change in Net Assets
$1,389,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,213,424
Other Expenses$475,031
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,213,424--$4,213,424
Fees for Service Investment Mgmnt Fees-$399,190-$399,190
Fees for Services Other-$75,841-$75,841
Total Functional Expenses$4,213,424$475,031$0$4,688,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Kinkaid School IncHouston, TX501(c)(3)Educational support$4,213,424
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
Grant payable to the School$4,256,913
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 two classes of directors: School Directors and Public Directors. The Board of Directors consists of a total of 9 Directors - 5 School Directors and 4 Public Directors. Any vacancy in the office of School Director is filled from the members of the Board of Trustees of The Kinkaid School by a majority vote of all members of the School's Board then serving.”

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

“Form 990 is reviewed by the CFO of The Kinkaid School, Inc. Prior to filing, the Form is made available to the Board of Directors at its annual meeting.”

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 CFO of The Kinkaid School, Inc. She receives no compensation for services rendered to The Kinkaid School Endowment Fund, Inc.”

Filing and Contact Details

Filer

Filer Name
The Kinkaid School Endowment Fund Inc
EIN
76-0460841
Phone
7137821640
Address
201 Kinkaid School Drive, Houston, TX 77024

Signing Officer

Name
Joanne Margraves
Title
CFO
Phone
7137821640
Signed
2025-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Margraves
Formed
1994
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 Endowment assists The Kinkaid School, Inc. (the School) in attracting and retaining the best qualified teachers, in providing financial assistance to students who might not otherwise be able to attend the School, and promoting in any and all other ways the educational purposes and general welfare of the School.”

Financial Statement Notes

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 high school levels to approximately 1,500 students. The Endowment assists the School to employ the best teachers, to provide scholarships, and to promote the educational purpose and general welfare of the School.”

Raw XML AppendixShowing 400 of 503 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.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01654
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt02160130
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Joanne Margraves
IRS990/BooksInCareOfDetail/PhoneNum07137821640
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 Kinkaid School Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077024
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0399190
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0609 Main St Ste 2100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Houston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd077002
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Goldman Sachs & Co
IRS990/ContractorCompensationGrp/ServicesDesc0Investment advisors
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02163180
IRS990/CYGrantsAndSimilarPaidAmt04213424
IRS990/CYInvestmentIncomeAmt03914335
IRS990/CYOtherExpensesAmt0475031
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01389060
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04688455
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06077515
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRstrOrQuasiEndowmentsInd01
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt075841
IRS990/FeesForServicesOtherGrp/TotalAmt075841
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0399190
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0399190
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt944585
IRS990/Form990PartVIISectionAGrp/PersonNm0Ricardo Perusquia
IRS990/Form990PartVIISectionAGrp/PersonNm1E Staman Ogilvie
IRS990/Form990PartVIISectionAGrp/PersonNm2Terri Lacy
IRS990/Form990PartVIISectionAGrp/PersonNm3David R Lummis
IRS990/Form990PartVIISectionAGrp/PersonNm4Kenneth Cowan
IRS990/Form990PartVIISectionAGrp/PersonNm5Edwin H Frank III
IRS990/Form990PartVIISectionAGrp/PersonNm6Curtis R Kayem
IRS990/Form990PartVIISectionAGrp/PersonNm7Elisa Stude Pye
IRS990/Form990PartVIISectionAGrp/PersonNm8Darryl I Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm9Joanne Margraves
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9324164
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0251814
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt04213424
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03662521
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03662521
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0124024743
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0140340834
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012503460
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0130301139
IRS990/NetAssetsOrFundBalancesEOYAmt0145500277
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0251814
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0251814
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013810078
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05815317
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06392568
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04887158
IRS990/OtherAssetsTotalGrp/EOYAmt04663228
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt03796028
IRS990/OtherLiabilitiesGrp/EOYAmt04256913
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05185266
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04754782
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Joanne Margraves
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08688760
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04190921
IRS990/PYInvestmentIncomeAmt04666048
IRS990/PYOtherExpensesAmt0433275
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08730612
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04624196
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013354808
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01389060
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03050
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0760295523
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04688455
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Kinkaid School Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04688455
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04393
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0130301139
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02163180
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0145500277
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04213424
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017249382
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0115749062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08688760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0130301139
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04190921
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010054238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0124216269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03724054
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0115749062
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04060905
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8130356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0103828321
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0975548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0124216269
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04052559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023464959
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0101682291
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0779352
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0103828321
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04095674
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05462352
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04256913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Grant payable to the School
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.35948
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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 1,500 students. The Endowment assists the School to employ the best teachers, to provide scholarships, and to promote the educational purpose and general welfare of the School.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.59659
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt04256913
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04213424
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Kinkaid School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0760295523
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 Kinkaid School Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077024
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Kinkaid School Endowment Fund only makes grants to its supported organization, The Kinkaid School, Inc. The close relationship between the two organizations enables the Endowment to monitor the use of granted funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt012000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0297995
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt028024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt014169
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Joanne Margraves
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0368749
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Endowment assists The Kinkaid School, Inc. (the School) in attracting and retaining the best qualified teachers, in providing financial assistance to students who might not otherwise be able to attend the School, and promoting in any and all other ways the educational purposes and general welfare of the School.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors consists of two classes of directors: School Directors and Public Directors. The Board of Directors consists of a total of 9 Directors - 5 School Directors and 4 Public Directors. Any vacancy in the office of School Director is filled from the members of the Board of Trustees of The Kinkaid School by a majority vote of all members of the School's Board then serving.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the CFO of The Kinkaid School, Inc. Prior to filing, the Form is made available to the Board of Directors at its annual meeting.
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 CFO of The Kinkaid School, Inc. She receives no compensation for services rendered to The Kinkaid School Endowment Fund, Inc.
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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0The Kinkaid School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Kinkaid School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Kinkaid School Investments Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0760295523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1742177160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education

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