- Revenue 2023
- $6,077,515
- Expenses 2023
- $4,688,455
Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B110
- Classification
- 2000
- Street
- 201 KINKAID SCHOOL DR
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
2 other organizations in the IRS Business Master File list the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
KINKAID INVESTMENTS FOUNDATION
EIN 74-2177160
-
KINKAID SCHOOL INC
EIN 76-0295523
Mission and programs · 2023
Mission
See Schedule O
Activities or mission (Part I)
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.
-
The 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.
Expenses $4,213,424 · Grants $4,213,424
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Ricardo Perusquia
Chair
- Total calculated
- $0
- Hours/week
- 1
-
E Staman Ogilvie
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Terri Lacy
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
David R Lummis
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth Cowan
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edwin H Frank III
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Curtis R Kayem
Director
- Total calculated
- $0
- Hours/week
- 1
-
Elisa Stude Pye
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Darryl I Wilson
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joanne Margraves
CFO
- Total calculated
- $368,749
- From this org
- $0
- From related orgs
- $324,164
- Other
- $44,585
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $297,995 related
- Bonus
- $0 + $12,000 related
- Other
- $0 + $14,169 related
- Deferred
- $0 + $28,024 related
- Nontaxable benefits
- $0 + $16,561 related
- Filer's total
- $0 + $368,749 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $6,077,515
- Expenses
- $4,688,455
- Contributions
- $2,163,180
- Grants paid
- $4,213,424
-
2022
- Revenue
- $13,354,808
- Expenses
- $4,624,196
- Contributions
- $8,688,760
- Grants paid
- $4,190,921
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $9,567,958
- Expenses
- $4,506,420
- Assets (EOY)
- $119,820,822
-
2020 · 990
- Revenue
- $7,799,953
- Expenses
- $4,448,167
- Assets (EOY)
- $128,285,780
-
2019 · 990
- Revenue
- $5,148,228
- Expenses
- $4,463,777
- Assets (EOY)
- $107,957,513
-
2018 · 990
- Revenue
- $4,571,173
- Expenses
- $5,876,869
- Assets (EOY)
- $106,101,231
-
2017 · 990
- Revenue
- $5,249,869
- Expenses
- $5,728,884
- Assets (EOY)
- $106,229,004
-
2016 · 990
- Revenue
- $9,443,545
- Expenses
- $5,711,581
- Assets (EOY)
- $101,786,154
-
2015 · 990
- Revenue
- $1,734,611
- Expenses
- $5,786,661
- Assets (EOY)
- $96,178,301
-
2014 · 990
- Revenue
- $11,308,102
- Expenses
- $4,791,079
- Assets (EOY)
- $102,990,539
-
2013 · 990
- Revenue
- $7,704,381
- Expenses
- $4,838,437
- Assets (EOY)
- $102,033,625
-
2012 · 990
- Revenue
- not reported
- Expenses
- $5,084,564
- Assets (EOY)
- $96,629,741
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$4,213,424
2023 Educational support
-
$4,190,921
2022 Educational support
Grants received
-
2024 GENERAL SUPPORT
-
2023 GENERAL SUPPORT
-
2025 GENERAL SUPPORT
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
501(c)(3) · Education · TX
-
The Kinkaid School Investments Foundation
501(c)(3) · Receive gifts of realty & nonliquid assets for The Kinkaid School, Inc. · TX
Declared as related by
-
On its 2024 return as a controlled entity
-
KINKAID INVESTMENTS FOUNDATION
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.