Civic Intelligence

The Kinkaid School Endowment Fund Inc

990 • Fiscal year 2014 • EIN 76-0460841

Aug 01, 2013 to Jul 31, 2014 • Filed on May 29, 2015

Organization Profilewww.kinkaid.org
201 Kinkaid School Drive77024

(713) 782-1640

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

44th percentile

0.44x

Higher debt load relative to revenue than 44% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$235,603

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

50th percentile

5.6%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$102,033,625

Up $5,403,884 (+5.6%) from 2013

Net Assets

Up

$98,671,386

Up $5,278,152 (+5.7%) from 2013

Liabilities

Up

$3,362,239

Up $125,732 (+3.9%) from 2013

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin87th percentile

Revenue

Down

$7,704,381

Down $1,122,504 (-13%) from 2013

Expenses

Down

$4,838,437

Down $246,127 (-4.8%) from 2013

Net Income

Down

$2,865,944

Down $876,377 (-23%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$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

2014

Assets$102,033,625
Liabilities$3,362,239
Net Assets$98,671,386
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$7,704,381
Expenses$4,838,437
Net Income$2,865,944
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
May 29, 2015
Return Version
2013v4.0
Gross Receipts
$32,198,410
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 1995, 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 1,350 students in grades PreK - 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$95,911,111$101,623,352▲ $5,712,241
Pledges and Grants Receivable$716,528$397,383▼ $319,145
Accounts Receivable-$10,788-
Land, Buildings, and Equipment, Net$2,102$2,102→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$96,629,741$102,033,625▲ $5,403,884
Other Assets Total-$0-
Liabilities
Other Liabilities$3,233,284$3,362,239▲ $128,955
Accounts Payable and Accrued Expenses$3,223--
Total Liabilities$3,236,507$3,362,239▲ $125,732
Net Assets / Fund Balance
Temporarily Rstr Net Assets$56,506,080$61,175,291▲ $4,669,211
Permanently Rstr Net Assets$32,920,281$33,317,531▲ $397,250
Unrestricted Net Assets$3,966,873$4,178,564▲ $211,691
Total Net Assets Fund Balance$93,393,234$98,671,386▲ $5,278,152
Total Liabilities and Net Assets / Fund Balance$96,629,741$102,033,625▲ $5,403,884

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,102--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$93,393,234$397,250▲ $9,108,649-$98,671,386
2012$83,905,924$785,470▲ $13,219,067-$93,393,234
2011$88,084,157$1,139,126▼ $818,087-$83,905,924
2010$77,905,811$983,348▲ $12,999,835-$88,084,157
2009$73,255,449$643,442▲ $7,820,174-$77,905,811
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
David M UnderwoodChairman
Stewart Cureton JrVice Chairman
Curtis KayemDirector
Terri LacyDirector
Walter G MayfieldDirector
William C Montgomery IIIDirector
Willoughby Williams JrDirector
Thomas J MooreAssistant Sec
Joanne MargravesAssistant Treas
J Abbott SpragueSecretary
E Staman OgilvieTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wells Fargo AdvisorsInvestment Advisors-$118,339
Revenue and Support

Revenue Composition

Contributions and Grants
$377,415
Program Service Revenue
$0
Investment Income
$7,326,966
Other Revenue
$0
All Other Contributions
$377,415
Change in Net Assets
$2,865,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,227,747
Other Expenses$610,690
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,227,747--$4,227,747
Fees for Service Investment Mgmnt Fees-$510,459-$510,459
Fees for Services Other-$29,520-$29,520
Other Expenses-$204-$204
Total Functional Expenses$4,227,747$610,690$0$4,838,437
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
76-0295523-501(c)(3)Educational support$4,227,747
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grant payable to The Kinkaid School, Inc$3,362,239
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by the Assistant Treasurer, who also serves as Assistant Treasurer and Chief Financial Officer for 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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are provided upon request.”

Filing and Contact Details

Filer

EIN
76-0460841
Phone
7137821640

Signing Officer

Name
Joanne Margraves
Title
Assistant Treasurer
Signed
2015-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Margraves
Formed
1995
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Redesignation of contributions = $19835”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“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 1,350 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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm9Thomas J Moore
IRS990/Form990PartVIISectionAGrp/PersonNm10Joanne Margraves
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02266628
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02266628
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt095911111
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0101623352
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02102
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02102
IRS990/LandBldgEquipCostOrOtherBssAmt02102
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024494029
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Endowment assists 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt093393234
IRS990/NetAssetsOrFundBalancesEOYAmt098671386
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05060338
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05060338
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02392373
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt019835
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Foreign taxes
IRS990/OtherExpensesGrp/Desc1Other investment expenses
IRS990/OtherExpensesGrp/Desc2Property taxes
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt068841
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11666
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2204
IRS990/OtherExpensesGrp/TotalAmt068841
IRS990/OtherExpensesGrp/TotalAmt11666
IRS990/OtherExpensesGrp/TotalAmt2204
IRS990/OtherLiabilitiesGrp/BOYAmt03233284
IRS990/OtherLiabilitiesGrp/EOYAmt03362239
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt032920281
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt033317531
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0716528
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0397383
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joanne Margraves
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0781115
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04517227
IRS990/PYInvestmentIncomeAmt08045770
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0567337
IRS990/PYRevenuesLessExpensesAmt03742321
IRS990/PYTotalExpensesAmt05084564
IRS990/PYTotalRevenueAmt08826885
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02865944
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0760295523
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04838437
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10The Kinkaid School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0false
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04838437
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/BoardDesignatedBalanceEOYPct00.04240
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt093393234
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0397250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt098671386
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04227747
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09108649
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt083905924
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0785470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt093393234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04517227
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013219067
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt088084157
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01139126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt083905924
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04499272
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-818087
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt077905811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0983348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt088084157
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03804837
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012999835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt073255449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0643442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt077905811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03813254
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07820174
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt02102
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt02102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03362239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Grant payable to The Kinkaid School, Inc
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.33760
IRS990ScheduleD/RelatedOrgListSchRInd0false
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 1,350 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: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.62000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02102
IRS990ScheduleD/TotalLiabilityAmt03362239
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt04227747
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10The Kinkaid School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0760295523
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10201 Kinkaid School Drive
IRS990ScheduleI/RecipientTable/USAddress/City0Houston
IRS990ScheduleI/RecipientTable/USAddress/State0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode077024
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 serves to monitor the use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,033,625
Liabilities
$3,362,239
Net assets
$98,671,386
Revenue
$7,704,381
Expenses
$4,838,437
Net income
$2,865,944
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
2014Detailed filing. Detailed filing data is available for this year.$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