Nonprofit · EIN 75-1175632
ALCUIN SCHOOL
Tax-exempt · DALLAS, TX 75230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,075,005 | $23,261,067 | -$186,062 | $64,407,949 | $34,373,412 | $30,034,537 |
| June 30, 2024 | 990 | $22,621,099 | $21,900,564 | $720,535 | $62,832,555 | $32,582,959 | $30,249,596 |
| June 30, 2023 | 990 | $22,534,319 | $21,025,058 | $1,509,261 | $62,236,436 | $32,732,949 | $29,503,487 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $599,439
- Program service revenue
- $21,136,653
- Investment income
- $366,147
- Net gain from sales of assets
- $119,108
- Other revenue
- $972,766
Expenses
- Grants and similar amounts paid
- $2,116,056
- Compensation of officers, directors and key employees
- $712,055
- Other salaries and wages
- $9,971,354
- Salaries, compensation and benefits (total)
- $13,361,140
- Professional fundraising fees
- $0
- Occupancy
- $1,534,645
- Depreciation
- $1,590,469
- Program services (functional)
- $17,883,568
- Management and general (functional)
- $4,748,719
- Fundraising (functional)
- $628,780
Balance sheet and other
- Total assets, start of year
- $62,832,555
- Total assets, end of year
- $64,407,949
- Total liabilities, end of year
- $34,373,412
- Net assets, end of year
- $30,034,537
- Land, buildings and equipment
- $41,509,412
- Publicly traded securities
- $7,840,503
- Net assets without donor restrictions
- $27,013,402
- Net assets with donor restrictions
- $3,021,135
- Gross receipts
- $23,735,900
- Employees
- 205
- Volunteers
- 90
- Year formed
- 1963
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER M SORENSEN-thru 625 | HEAD OF SCHOOL Officer | 40 | $381,883 | $90,247 |
| LOCHWOOD LARSON | CFO Officer | 40 | $210,200 | $12,083 |
| Michael Orman FROM 424 | ASSOC. HEAD OF SHC | 40 | $158,573 | $8,485 |
| RICHARD GROSS | TEACHER | 40 | $122,195 | $22,167 |
| Carolyn Hilliard-Sells | DIRECTOR | 40 | $121,875 | $22,167 |
| Elia Johnson | Chief Information | 40 | $126,938 | $11,269 |
| TY HATHORN | DIRECTOR | 40 | $112,000 | $21,540 |
| PAUL TAGG | PAST-President Trustee or director, Officer | 15 | $0 | $0 |
| BARRETT HOWELL | Trustee Trustee or director | 10 | $0 | $0 |
| ANDREA BAUM | Trustee Trustee or director | 10 | $0 | $0 |
| KELI JONES | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| PREM NAINAMI | Trustee Trustee or director | 10 | $0 | $0 |
| MARY PU | Trustee Trustee or director | 10 | $0 | $0 |
| PATRICIA DE LEON | Trustee Trustee or director | 10 | $0 | $0 |
| WILFREDO RIVERA | Trustee Trustee or director | 10 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN GALBRAITH | Trustee Trustee or director | 10 | $0 |
| WES WAGGONER | Trustee Trustee or director | 10 | $0 |
| KRISTEN VENABLE | Trustee Trustee or director | 10 | $0 |
| MICHAEL SAVOIE | Trustee Trustee or director, Officer | 15 | $0 |
| BRET MADOLE | Trustee Trustee or director | 10 | $0 |
| VASU RAJA | Trustee Trustee or director | 10 | $0 |
| ANNELISE PEDERSEN | Treasurer Trustee or director, Officer | 15 | $0 |
| ANN PODESZWA | Trustee Trustee or director | 10 | $0 |
| JEFF WILSON | Secretary Trustee or director, Officer | 10 | $0 |
| JAMIE CLARK | Trustee Trustee or director | 10 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER M SORENSEN | HEAD OF SCHOOL Officer | 40 | $369,420 | $67,545 |
| KELLIE RITCHIE | ASSOC. HEAD OF SHC | 40 | $205,000 | $405 |
| LOCHWOOD LARSON | CFO Officer | 40 | $187,600 | $9,982 |
| LUANNE SAMUEL | DIR. OF PHIL | 40 | $134,389 | $11,606 |
| CAROLYN HILLIARD-SELLS | ASSOC. HEAD OF SHC | 40 | $118,760 | $20,938 |
| PATTY LOWELL | ASSOC. HEAD OF SHC | 40 | $118,000 | $19,611 |
| PEGGY LARSON | ASSOC. HEAD OF SHC | 40 | $120,100 | $12,102 |
| PAUL TAGG | President Trustee or director, Officer | 15 | $0 | $0 |
| BARRETT HOWELL | Trustee Trustee or director | 10 | $0 | $0 |
| ANDREA BAUM | Trustee Trustee or director | 10 | $0 | $0 |
| KELI JONES | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| KEVIN KIRKSEY | Trustee Trustee or director | 10 | $0 | $0 |
| MARY PU | Trustee Trustee or director | 10 | $0 | $0 |
| ROBERTO CASAS | Trustee Trustee or director | 10 | $0 | $0 |
| PATRICIA DE LEON | Trustee Trustee or director | 10 | $0 | $0 |
| ALEJANDRA GUZMAN | Trustee Trustee or director | 10 | $0 | $0 |
| WILFREDO RIVERA | Trustee Trustee or director | 10 | $0 | $0 |
| IAN GALBRAITH | Trustee Trustee or director | 10 | $0 | $0 |
| WES WAGGONER | Trustee Trustee or director | 10 | $0 | $0 |
| KRISTEN VENABLE | Trustee Trustee or director | 10 | $0 | $0 |
| MICHAEL SAVOIE | Secretary Trustee or director, Officer | 15 | $0 | $0 |
| BRET MADOLE | Trustee Trustee or director | 10 | $0 | $0 |
| VASU RAJA | Trustee Trustee or director | 10 | $0 | $0 |
| ANNELISE PEDERSEN | Treasurer Trustee or director, Officer | 15 | $0 | $0 |
| JENNIFER STREET | Trustee Trustee or director | 10 | $0 | $0 |
| ANN PODESZWA | Trustee Trustee or director | 10 | $0 | $0 |
| JEFF WILSON | Trustee Trustee or director | 10 | $0 | $0 |
| JAMIE CLARK | Trustee Trustee or director | 10 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER M SORENSEN | HEAD OF SCHOOL Officer | 40 | $354,250 | $62,796 |
| LOCHWOOD LARSON | CFO Officer | 40 | $171,515 | $8,942 |
| PATTY LOWELL | ASSOC. HEAD OF SHC | 40 | $126,000 | $17,088 |
| LUANE SAMUEL | DIR. OF PHIL | 40 | $129,895 | $11,760 |
| ELIA JOHNSON | CHIEF INFO. OFF. | 40 | $114,789 | $10,341 |
| CAROLYN HILLIARD-SELLS | ASSOC. HEAD OF SHC | 40 | $103,779 | $19,016 |
| PEGGY LARSON | ASSOC. HEAD OF SHC | 40 | $111,336 | $10,570 |
| PAUL TAGG | President Trustee or director, Officer | 15 | $0 | $0 |
| BARRETT HOWELL | Trustee Trustee or director | 10 | $0 | $0 |
| KAREN MAYROSH | Treasurer Trustee or director, Officer | 15 | $0 | $0 |
| KELI JONES | Trustee Trustee or director | 10 | $0 | $0 |
| KEVIN KIRKSEY | Trustee Trustee or director | 10 | $0 | $0 |
| MARY PU | Trustee Trustee or director | 10 | $0 | $0 |
| ROBERTO CASAS | Trustee Trustee or director | 10 | $0 | $0 |
| PATRICIA DE LEON | Trustee Trustee or director | 10 | $0 | $0 |
| ALEJANDRA GUZMAN | Trustee Trustee or director | 10 | $0 | $0 |
| WILFREDO RIVERA | Trustee Trustee or director | 10 | $0 | $0 |
| STEVEN BAUER | Trustee Trustee or director | 10 | $0 | $0 |
| WES WAGGONER | Trustee Trustee or director | 10 | $0 | $0 |
| KRISTEN VENABLE | Trustee Trustee or director | 10 | $0 | $0 |
| MICHAEL SAVOIE | Secretary Trustee or director, Officer | 15 | $0 | $0 |
| CHASE MURRAY | Trustee Trustee or director | 10 | $0 | $0 |
| ANNELISE PEDERSEN | Trustee Trustee or director | 10 | $0 | $0 |
| JENNIFER STREET | Trustee Trustee or director | 10 | $0 | $0 |
| BIRGIT STACHE | Trustee Trustee or director | 10 | $0 | $0 |
| JAMIE CLARK | Trustee Trustee or director | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6144 CHURCHILL WAY, DALLAS, TX 75230-1804
- In care of
- % DARRELL ZUMBAUM
- Principal officer (990 for 2024)
- LOCHWOOD LARSON, 6144 CHURCHILL WAY, DALLAS, TX 75230
- Signed the 990
- LOCHWOOD LARSON, CFO
- Phone
- (972) 239-1745
- Website
- WWW.ALCUINSCHOOL.ORG
- Return prepared by
- Sutton Frost Cary LLP
Mission
ALCUIN SCHOOL INSPIRES STUDENTS TO REACH THEIR HIGHEST LEVELS OF PERSONAL AND ACADEMIC ACHIEVEMENT, GUIDES THEM TO BECOME PASSIONATE GLOBAL CITIZENS, AND PREPARES THEM TO EMBRACE CHALLENGES WITH CONFIDENCE AND INNOVATION BY PROVIDING THE IDEAL MONTESSORI AND INTERNATIONAL BACCALAUREATE EDUCATION.
Program accomplishments
- ALCUIN SCHOOLS EDUCATION PROGRAM IS DESIGNED TO TAKE FULL ADVANTAGE OF OUR CHILDRENS DESIRE TO LEARN AND THEIR UNIQUE ABILITY TO DEVELOP THEIR OWN CAPABILITIES. THE SCHOOLS EDUCATION OFFERS ITS STUDENTS OPPORTUNITIES TO DEVELOP THEIR POTENTIAL AS THEY STEP OUT INTO THE WORLD AS ENGAGED, COMPETENT, RESPONSIBLE, AND RESPECTFUL CITIZENS EITH AN UNDERSTANDING AND APPRECIATION THAT LEARNING IS FOR LIFE.634 STUDENTS WERE ENROLLED IN THE SCHOOL FOR THE FISCAL YEAR.Expenses $17,883,568 · grants $2,116,056 · revenue $21,136,653
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-1175632
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $64,407,949
- Income (IRS master file)
- $23,735,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,075,005 | $23,261,067 | $64,407,949 | XML |
| 990 | June 2024 | $22,621,099 | $21,900,564 | $62,832,555 | XML |
| 990 | June 2023 | $22,534,319 | $21,025,058 | $62,236,436 | XML |
| 990 | June 2022 | $20,381,763 | $18,621,143 | $59,182,125 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-1175632).
Questions about ALCUIN SCHOOL
- What is the EIN of ALCUIN SCHOOL?
- The employer identification number (EIN) of ALCUIN SCHOOL is 75-1175632.
- Is ALCUIN SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to ALCUIN SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALCUIN SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALCUIN SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALCUIN SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALCUIN SCHOOL?
- The 990 for the year ended June 30, 2025 names LOCHWOOD LARSON.
- Who are the officers and directors of ALCUIN SCHOOL?
- The 990 for the year ended June 30, 2025 lists 25 people; 7 received compensation from the organization, the highest $381,883 (WALTER M SORENSEN-thru 625, HEAD OF SCHOOL).
- How much revenue does ALCUIN SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,075,005, expenses of $23,261,067 and total assets of $64,407,949 at year end.
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