The Kinkaid School Endowment Fund Inc

EIN: 760460841 501(c)(3) Education

Houston, TX

Total Revenue
$6,077,515
Total Expenses
$4,688,455
Total Assets
$149,758,844
Net Assets
$145,500,277
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
TX
Principal Officer
Joanne Margraves
Phone
7137821640
Tax Period
2023-08-01 to 2024-07-31

The Kinkaid School Endowment Fund Inc, founded in 1994, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 23% operating margin.

Mission

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,163,180
Program Service Revenue $0
Investment Income $3,914,335
Other Revenue $0
TOTAL REVENUE $6,077,515

Expense Breakdown

Grants Paid $4,213,424
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,213,424
Other Expenses $475,031
TOTAL EXPENSES $4,688,455

Year-over-Year Comparison

2023 2022 Change
Revenue $6,077,515 $13,354,808 -0.5%
Expenses $4,688,455 $4,624,196 +0.0%
Net Income $1,389,060 $8,730,612 -0.8%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
5
$368,749
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ricardo Perusquia Chair 1.00
Officer Director
$0 $0 $0
E Staman Ogilvie Vice Chair 1.00
Officer Director
$0 $0 $0
Terri Lacy Treasurer 1.00
Officer Director
$0 $0 $0
David R Lummis Secretary 1.00
Officer Director
$0 $0 $0
Kenneth Cowan Director 1.00
Director
$0 $0 $0
Edwin H Frank III Director 1.00
Director
$0 $0 $0
Curtis R Kayem Director 1.00
Director
$0 $0 $0
Elisa Stude Pye Director 1.00
Director
$0 $0 $0
Darryl I Wilson Director 1.00
Director
$0 $0 $0
Joanne Margraves CFO 1.00
Officer
$0 $44,585 $368,749
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 No data No data No data No data
2024 $6,077,515 $4,688,455 $149,758,844 $1,389,060
2023 $13,354,808 $4,624,196 $134,097,167 $8,730,612
2022 $9,567,958 $4,506,420 $119,820,822 $5,061,538
2021 $7,799,953 $4,448,167 $128,285,780 $3,351,786
2020 $5,148,228 $4,463,777 $107,957,513 $684,451
2019 $4,571,173 $5,876,869 $106,101,231 $-1,305,696
2018 $5,249,869 $5,728,884 $106,229,004 $-479,015
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