The Kinkaid School Inc (EIN 760295523) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1906

Legal Domicile

Principal Officer

Jonathan Eades

Phone

7137821640

Tax Period

2024-08-01 to 2025-07-31

The Kinkaid School Inc, founded in 1906, is a mid-sized nonprofit in the Education sector that reported $96.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27.7M, a strong 29% operating margin.

Mission

The Kinkaid School provides instruction to approx. 1,480 students from pre-K through grade 12.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,934,802

Program Service Revenue $53,298,874

Investment Income $812,311

Other Revenue $-569,318

TOTAL REVENUE $96,476,669

Expense Breakdown

Grants Paid $4,743,642

Salaries & Benefits $41,857,236

Fundraising Expenses $2,897,579

Program Expenses $59,748,049

Other Expenses $22,193,557

TOTAL EXPENSES $68,811,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,476,669	$80,043,491	+0.2%
Expenses	$68,811,682	$64,155,309	+0.1%
Net Income	$27,664,987	$15,888,182	+0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

585

Volunteers

650

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,434,266

Total Directors

Key Employees

$2,694,639

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven P Mach	Chair	1.00	Officer Director	$0	$0	$0
Evan H Katz	Vice Chair	1.00	Officer Director	$0	$0	$0
Stephanie Cockrell	Treasurer	1.00	Officer Director	$0	$0	$0
Jessica Kilbourne Brazelton	Secretary	1.00	Officer Director	$0	$0	$0
Meredith H Beaupre	Trustee	1.00	Director	$0	$0	$0
Brandt C Bowden	Trustee	1.00	Director	$0	$0	$0
Annette Brissett	Trustee	1.00	Director	$0	$0	$0
Kenneth D Cowan	Trustee	1.00	Director	$0	$0	$0
William L Doggett Sr	Trustee	1.00	Director	$0	$0	$0
Edwin H Frank III	Trustee	1.00	Director	$0	$0	$0
Ashley Morgan Hanna	Trustee	1.00	Director	$0	$0	$0
Michael Edwin Hanson Jr	Trustee	1.00	Director	$0	$0	$0
J Boyd Heath III	Trustee	1.00	Director	$0	$0	$0
Lisa Helfman	Trustee	1.00	Director	$0	$0	$0
Charles B Lawrence Jr	Trustee	1.00	Director	$0	$0	$0
Alicia Diane Lee	Trustee	1.00	Director	$0	$0	$0
Cecil J Looke III	Trustee	1.00	Director	$0	$0	$0
Billy McCartney	Trustee	1.00	Director	$0	$0	$0
E Staman Ogilvie	Life Trustee	1.00	Director	$0	$0	$0
Michael K Oldham	Trustee	1.00	Director	$0	$0	$0
Elisa Stude Pye	Trustee	1.00	Director	$0	$0	$0
Bethel Quander	Trustee	1.00	Director	$0	$0	$0
Thomas M Simmons	Life Trustee	1.00	Director	$0	$0	$0
Carlos A Sole III	Trustee	1.00	Director	$0	$0	$0
Eno Ukpong	Trustee	1.00	Director	$0	$0	$0
Asha Jamal Virani	Trustee	1.00	Director	$0	$0	$0
William M Wheless III	Life Trustee	1.00	Director	$0	$0	$0
Darryl Wilson	Trustee	1.00	Director	$0	$0	$0
Neil A Wizel	Trustee	1.00	Director	$0	$0	$0
Jonathan Eades	Head of School	40.00	Officer	$842,696	$210,671	$1,053,367
Joanne Margraves	CFO	40.00	Officer	$335,362	$45,537	$380,899
Vinnie Vrotny	Director of Technology	40.00	Key Emp	$166,427	$24,956	$191,383
Iris Bonet	Director of Admissions, Enrollment	40.00	Key Emp	$169,151	$13,728	$182,879
Alex Spencer	Upper School Head	40.00	Key Emp	$187,619	$13,555	$201,174
Charlie Gramatges	Middle School Head	40.00	Key Emp	$214,570	$5,270	$219,840
Goldie Arriola	Director of Human Resources	40.00	Key Emp	$165,549	$25,750	$191,299
Scott Lambert	Director of VPA	40.00	Key Emp	$165,208	$35,578	$200,786
Krista Blackburn	Lower School Head	40.00	Key Emp	$216,554	$15,321	$231,875
Peter Behr	Assistant Head of School	40.00	Key Emp	$241,463	$25,102	$266,565
David Holm	Director of Athletics	40.00	Key Emp	$216,242	$28,606	$244,848
Thomas J Moore	Director of Advancement	40.00	Key Emp	$308,450	$39,911	$348,361
Edward A Jordan	Director of Facilities	40.00	Key Emp	$190,247	$23,035	$213,282
Peggy England	Director of Strategic Communications	40.00	Key Emp	$175,887	$26,460	$202,347
Jennifer M Kincaid	Associate Head Dean, Upper School	40.00	Highest	$146,477	$16,769	$163,246
Quenby Mott	Dean	40.00	Highest	$154,739	$27,038	$181,777
Shannon L Hardie	Head Dean	40.00	Highest	$157,105	$27,977	$185,082
Nathan Larned	Assistant Athletic Director	40.00	Highest	$152,231	$27,614	$179,845
Laurie Bieber	Major Gifts Officer	40.00	Highest	$206,409	$24,225	$230,634

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$96,476,669	$68,811,682	$313,017,109	$27,664,987
2024	No data	No data	No data	No data
2023	$81,461,668	$61,743,410	$216,389,120	$19,718,258
2022	$119,869,624	$59,831,392	$183,587,996	$60,038,232
2021	$52,090,713	$55,303,944	$122,042,370	$-3,213,231
2020	$51,435,180	$52,802,976	$123,015,734	$-1,367,796
2019	$54,575,357	$53,078,108	$126,593,802	$1,497,249
2018	$52,688,742	$50,032,364	$126,049,460	$2,656,378

The Kinkaid School Inc