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Kinkaid Investments Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
−$68.5k (2024)

Expenses
$18.1k (2024)

Total Assets
$156k (2024)

Total Liabilities
$4.75k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$68,483
Expenses
$18,081
Net Income
-$86,564
Net Assets
$150,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
Program Services $0
Investment Income $4,933
Bond Proceeds $0
Royalties $30
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$78,446
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $155,573
Total Liabilities $4,752
Net Assets $150,821
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Leykum (President) $0 $0 $0
Helena Papadopoulos Johnson (Vice President) $0 $0 $0
Brian Dinerstein (Secretary) $0 $0 $0
Rebecca Huddle (Treasurer) $0 $0 $0
Stephen Dyer (Director) $0 $0 $0
Jesse Boyd Heath (Director) $0 $0 $0
Cecil J Looke Iii (Director) $0 $0 $0
Steven P Mach (Director) $0 $0 $0
Precious Williams Owodunni (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $324,164 $44,585

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,940
Expenses
$97,447
Net Income
-$71,507
Net Assets
$235,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
19.3%
Program Services $0
Investment Income $4,836
18.6%
Bond Proceeds $0
Royalties $90
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,994
34.7%
Net Inventory Sales $0
Other Revenue $7,020
27.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $240,367
Total Liabilities $4,891
Net Assets $235,476
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Leykum (President) $0 $0 $0
Helena Papadopoulos Johnson (Vice President) $0 $0 $0
Charles Herder (Treasurer) $0 $0 $0
James Chandler (Secretary) $0 $0 $0
Brian Dinerstein (Director) $0 $0 $0
Boyd Heath (Director) $0 $0 $0
Rebecca Huddle (Director) $0 $0 $0
Steve Mach (Director) $0 $0 $0
Darryl Wilson (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $310,145 $42,194

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,061
Expenses
$5,041
Net Income
$12,020
Net Assets
$309,516
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
29.3%
Program Services $0
Investment Income $4,947
29.0%
Bond Proceeds $0
Royalties $94
0.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,020
41.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $314,407
Total Liabilities $4,891
Net Assets $309,516
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Leykum (President) $0 $0 $0
Helena Papadopoulos Johnson (Vice President) $0 $0 $0
Michael Hanson (Treasurer) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
James Chandler (Director) $0 $0 $0
Brian Dinerstein (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Rebecca Huddle (Director) $0 $0 $0
Steve Mach (Director) $0 $0 $0
Darryl I Wilson (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $291,137 $36,050

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,077
Expenses
$5,042
Net Income
$7,035
Net Assets
$317,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
41.4%
Program Services $0
Investment Income $32
0.3%
Bond Proceeds $0
Royalties $31
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6
Net Inventory Sales $0
Other Revenue $7,020
58.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $317,457
Total Liabilities $0
Net Assets $317,457
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Leykum (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
Caroline B Mitchell (Treasurer) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
James Chandler (Director) $0 $0 $0
Edwin H Frank Iii (Director) $0 $0 $0
Michael Hanson (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Helena Papadopoulos Johnson (Director) $0 $0 $0
Darryl I Wilson (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $296,156 $36,391

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,273
Expenses
$5,041
Net Income
$8,232
Net Assets
$310,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
37.7%
Program Services $0
Investment Income $1,195
9.0%
Bond Proceeds $0
Royalties $58
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,020
52.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $315,584
Total Liabilities $4,891
Net Assets $310,693
Compensation
Key Employees and Officers Compensation Related Other
Joanne Margraves (Cfo) $0 $288,277 $34,570
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
James Chandler (Director) $0 $0 $0
Edwin H Frank Iii (Director) $0 $0 $0
Michael Hanson (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Elizabeth Leykum (Director) $0 $0 $0
Caroline Mitchell (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,198
Expenses
$5,241
Net Income
$9,957
Net Assets
$302,461
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
32.9%
Program Services $0
Investment Income $217
1.4%
Bond Proceeds $0
Royalties $1,326
8.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,635
10.8%
Net Inventory Sales $0
Other Revenue $7,020
46.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $302,461
Total Liabilities $0
Net Assets $302,461
Compensation
Key Employees and Officers Compensation Related Other
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
James Chandler (Director) $0 $0 $0
Michael Hanson (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Elizabeth Leykum (Director) $0 $0 $0
W Greg Looser (Director) $0 $0 $0
Caroline Mitchell (Director) $0 $0 $0
Carter Overton (Director) $0 $0 $0
Joanne Margraves (Cfo) $0 $277,861 $35,522
Thomas J Moore (Asst Secretary) $0 $243,030 $30,528

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,272
Expenses
$5,041
Net Income
$7,231
Net Assets
$292,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
40.7%
Program Services $0
Investment Income $84
0.7%
Bond Proceeds $0
Royalties $168
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,020
57.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $297,362
Total Liabilities $4,858
Net Assets $292,504
Compensation
Key Employees and Officers Compensation Related Other
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
John Beckworth (Director) $0 $0 $0
James Chandler (Director) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Elizabeth Leykum (Director) $0 $0 $0
W Gregory Looser (Director) $0 $0 $0
Caroline Mitchell (Director) $0 $0 $0
Carter Overton (Director) $0 $0 $0
Joanne Margraves (Assistant Treas) $0 $268,912 $37,409
Thomas J Moore (Assistant Sec) $0 $235,980 $31,908

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$35,125
Expenses
$5,052
Net Income
-$40,177
Net Assets
$285,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
Program Services $0
Investment Income $8
Bond Proceeds $0
Royalties $219
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$47,372
Net Inventory Sales $0
Other Revenue $7,020
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $285,273
Total Liabilities $0
Net Assets $285,273
Compensation
Key Employees and Officers Compensation Related Other
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
John Beckworth (Director) $0 $0 $0
James Chandler (Director) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Caroline Mitchell (Director) $0 $0 $0
Carter Overton (Director) $0 $0 $0
Joanne Margraves (Assistant Treas) $0 $256,416 $35,580
Thomas J Moore (Assistant Sec) $0 $229,812 $29,151

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,721
Expenses
$5,058
Net Income
$14,663
Net Assets
$325,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
25.4%
Program Services $0
Investment Income $6
0.0%
Bond Proceeds $0
Royalties $607
3.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,088
35.9%
Net Inventory Sales $0
Other Revenue $7,020
35.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $325,450
Total Liabilities $0
Net Assets $325,450
Compensation
Key Employees and Officers Compensation Related Other
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
John Beckworth (Director) $0 $0 $0
James Chandler (Director) $0 $0 $0
Kenneth Cowan (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Caroline Mitchell (Director) $0 $0 $0
Carter Overton (Director) $0 $0 $0
Thomas J Moore (Assistant Sec) $0 $220,768 $27,028
Joanne Margraves (Assistant Treas) $0 $235,377 $34,309

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,704
Expenses
$4,920
Net Income
$7,784
Net Assets
$310,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
39.4%
Program Services $0
Investment Income $56
0.4%
Bond Proceeds $0
Royalties $628
4.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,020
55.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $315,282
Total Liabilities $4,495
Net Assets $310,787
Compensation
Key Employees and Officers Compensation Related Other
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
Linda Andrews (Director) $0 $0 $0
John Beckworth (Director) $0 $0 $0
James Chandler (Director) $0 $0 $0
T Dan Friedkin (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Carter Overton (Director) $0 $0 $0
Thomas J Moore (Assistant Sec) $0 $208,500 $27,098
Joanne Margraves (Assistant Treas) $0 $213,881 $30,761

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$472,418
Expenses
$1,654,850
Net Income
-$1,182,432
Net Assets
$303,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
1.1%
Program Services $0
Investment Income $17
0.0%
Bond Proceeds $0
Royalties $73
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $435,390
92.2%
Net Inventory Sales $0
Other Revenue $31,938
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $960,080
Total Liabilities $657,077
Net Assets $303,003
Compensation
Key Employees and Officers Compensation Related Other
Eugene Werlin Jr (President) $0 $0 $0
Steve Retzloff (Vice President) $0 $0 $0
Wyatt Hogan (Secretary) $0 $0 $0
C Berdon Lawrence (Treasurer) $0 $0 $0
Linda Andrews (Director) $0 $0 $0
John Beckworth (Director) $0 $0 $0
James Chandler (Director) $0 $0 $0
T Dan Friedkin (Director) $0 $0 $0
Charles Herder (Director) $0 $0 $0
Carter Overton (Director) $0 $0 $0
Thomas J Moore (Assistant Sec) $0 $200,038 $25,877
Joanne Margraves (Assistant Treas) $0 $203,657 $31,946

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,079
Expenses
$33,448
Net Income
-$21,369
Net Assets
$1,485,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
41.4%
Program Services $0
Investment Income $9
0.1%
Bond Proceeds $0
Royalties $50
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,020
58.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,509,520
Total Liabilities $24,085
Net Assets $1,485,435

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,438
Expenses
$269,591
Net Income
-$254,153
Net Assets
$1,506,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
32.4%
Program Services $0
Investment Income $25
0.2%
Bond Proceeds $0
Royalties $2,598
16.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $795
5.1%
Net Inventory Sales $0
Other Revenue $7,020
45.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,509,512
Total Liabilities $2,708
Net Assets $1,506,804

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,781
Expenses
$46,553
Net Income
-$34,772
Net Assets
$1,729,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,240
53.0%
Program Services $0
Investment Income $68
0.6%
Bond Proceeds $0
Royalties $215
1.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,762
Net Inventory Sales $0
Other Revenue $7,020
59.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,735,921
Total Liabilities $6,310
Net Assets $1,729,611

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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