Alcuin School FY2021 filing

Tax-deductible

Dallas, TX501(c)(3)Since 1963EducationEIN 75-1175632Revenue $18.5M in FY2021

On file with the IRSalcuinschool.org6144 Churchill Way, 75230-1804 · Dallas, TXTax-exempt since Dec 1965School — 170(b)(1)(A)(ii)

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See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$940K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $600K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$940K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $404K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$31.8M
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.5M
+10% vs prior year
Spent
$17.6M
To programs
76%
Net assets
$26.9M
By yearFY2020–FY2025
Revenue
$18.5M
FY2021▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$16.9M
FY2021$18.5M
FY2022$20.4M
FY2023$22.5M
FY2024$22.6M
FY2025$23.1M
Expenses
$17.6M
FY2021▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$18.0M
FY2021$17.6M
FY2022$18.6M
FY2023$21.0M
FY2024$21.9M
FY2025$23.3M
Net assets
$26.9M
FY2021▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$25.5M
FY2021$26.9M
FY2022$28.2M
FY2023$29.5M
FY2024$30.2M
FY2025$30.0M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $13.4M Management & general 21% · $3.7M Fundraising 3% · $496K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990; $940K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Head of School
$327,006Pt VII · Sec A
$158,445Pt VII · Sec A
Director of Philan
$125,375Pt VII · Sec A
Assoc Head of Scho
$113,056Pt VII · Sec A
Assoc Head of Scho
$110,689Pt VII · Sec A
Chief Information
$105,303Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Walter M Sorensen-Thru 625’s $382K as Head of School is at the 78th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Walter M Sorensen—$369,420$354,250$338,453$327,006$411,103
Walter M Sorensen-Thru 625$381,883—————
Lochwood Larson$210,200$187,600$171,515$162,283$158,445—
Kellie Ritchie—$205,000————
Lochwood V Larson—————$165,668
Michael Orman from 424$158,573—————
Luanne Samuel—$134,389——$125,375$130,803
Luane Samuel——$129,895$126,002——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates children through a program that fosters their desire to learn, develop their potential, and become engaged, responsible citizens.

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Provided by the organization

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1 program · $13.4M · in their own filed words · FY2020
01

Academics

Alcuin school's education program is designed to take full advantage of our children's desire to learn and their unique ability to develop their own capabilities. The school's education offers its students opportunities to develop their potential as they step out into the world as engaged, competent, responsible, and respectful citizens…

$13.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 8 grants · $13.4M · 2019–2024
Unitemized GrantFY2024$2,116,056
Unitemized GrantFY2023$2,237,383
Unitemized GrantFY2022$2,243,763
Unitemized GrantFY2021$2,197,767
Unitemized GrantFY2020$2,325,206
Unitemized GrantFY2019$1,458,663
Unitemized GrantFY2019$482,698
Unitemized GrantFY2019$342,058

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$18.5M
Ln 12
Fees for servicesLn 2g$14.4M
Gifts and grantsLn 1h$3.0M
Other incomeLn 4–11$950K
Money outPt IX
$17.6M
Ln 25
Programscol B$13.4M
Managementcol C$3.7M
Fundraisingcol D$496K
Owns and owesPt X
$26.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$58.6M
LiabilitiesLn 26$31.8M
PeoplePt VI, VII
26
listed · VII A
PaidVII A6
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Government grantsLn 1e$1.9M
Noncash giftsLn 1g$9K
Fees for servicesLn 2g$14.4M
Investment incomeLn 3$112K
Other incomeLn 4–11$950K
Gains on assetsLn 7$64K
Total revenueLn 12$18.5M
Assets in detailPt X, end of year
CashLn 1$780K
SavingsLn 2$2.6M
Cash and savings togetherLn 1–2$3.4M
InvestmentsLn 11–13$3.1M
Land, buildings, equipmentLn 10c$41.8M
Other assetsLn 15$611K
Total assetsLn 16$58.6M
LiabilitiesLn 26$31.8M
Net assetsLn 32$26.9M
OperationsPt I, VI
EmployeesI 5174
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$3.3M$3.4M
InvestmentsLn 11–13$2.8M$3.1M
Land, buildings, equipmentLn 10c$42.1M$41.8M
Total assetsLn 16$57.6M$58.6M
LiabilitiesLn 26$32.1M$31.8M
Net assetsLn 32$25.5M$26.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$2.3M$2.3M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$564K$169K$254K$141K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$7.9M$6.4M$1.3M$135K
Pension plan contributionsLn 8$339K$276K$58K$6K
Other employee benefitsLn 9$1.2M$980K$217K$28K
Payroll taxesLn 10$611K$478K$114K$19K
Management feesLn 11a$0
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$57K$57K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$19K$19K
Other fees for servicesLn 11g$29K$12K$17K
Advertising and promotionLn 12$75K$37K$38K
Office expensesLn 13$390K$305K$73K$12K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$1.1M$850K$203K$33K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$620K$620K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1.5M$1.2M$281K$46K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$629K$325K$304K
All other expensesLn 24e$192K$114K$40K$38K
Total functional expensesLn 25$17.6M$13.4M$3.7M$496K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $23.1M$23.3M−$186K$30.0M 990 PDF
FY2024 $22.6M$21.9M$721K$30.2M 990 PDF
FY2023 $22.5M$21.0M$1.5M$29.5M 990 PDF
FY2022 $20.4M$18.6M$1.8M$28.2M 990 PDF
FY2021 Viewing $18.5M$17.6M$880K$26.9M 990 PDF
FY2020 $16.9M$18.0M−$1.1M$25.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $18,481,760 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $756,588$3,025,109
I-9 Program service revenuePrior year $15,627,356$14,394,693
I-10 Investment incomePrior year −$69,883$111,834
I-11 Other revenuePrior year $551,715$950,124
I-12 Total revenuePrior year $16,865,776$18,481,760
I-13 Grants and similar amounts paidPrior year $2,283,419$2,325,206
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $10,894,021$10,660,353
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,773,826$4,616,551
I-18 Total expensesPrior year $17,951,266$17,602,110
I-19 Revenue less expensesPrior year −$1,085,490$879,650
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,481,760 across 12 lines filed
Lines not itemized here account for $107,174 of total revenue; see the IRS return.
VIII-1e Government grants$1,948,800
VIII-1f All other contributions, gifts and grants$1,076,309
VIII-1g Noncash contributions (included above)$8,670
VIII-1h Total contributions, gifts and grants$3,025,109
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,394,693$14,394,693
VIII-3 Investment incomeExcluded from tax $47,573$47,573
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $64,261$64,261
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $842,950$842,950
VIII-12 Total revenueRelated to mission $15,344,817 · Excluded from tax $111,834$18,481,760
Part IX · Statement of functional expenses $17,602,110 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $2,325,206$2,325,206
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $169,225 · Management $253,837 · Fundraising $141,020$564,082
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $6,437,099 · Management $1,349,124 · Fundraising $134,772$7,920,995
IX-8 Pension plan contributionsPrograms $275,646 · Management $57,680 · Fundraising $5,715$339,041
IX-9 Other employee benefitsPrograms $980,086 · Management $217,461 · Fundraising $28,108$1,225,655
IX-10 Payroll taxesPrograms $477,662 · Management $114,105 · Fundraising $18,813$610,580
IX-11a Management fees$0
IX-11b Legal feesManagement $16,882$16,882
IX-11c Accounting feesManagement $56,900$56,900
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $18,918$18,918
IX-11g Other fees for servicesPrograms $12,158 · Management $16,723$28,881
IX-12 Advertising and promotionManagement $37,423 · Fundraising $37,880$75,303
IX-13 Office expensesPrograms $305,127 · Management $72,889 · Fundraising $12,015$390,031
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $850,178 · Management $203,092 · Fundraising $33,481$1,086,751
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $620,237$620,237
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,175,198 · Management $280,734 · Fundraising $46,281$1,502,213
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $324,852 · Management $304,074$628,926
IX-24e All other expensesPrograms $113,567 · Management $40,238 · Fundraising $37,704$191,509
IX-25 Total functional expensesPrograms $13,446,004 · Management $3,660,317 · Fundraising $495,789$17,602,110
Part X · Balance sheet $58,614,144 assets, 23 lines filed
Asset lines not itemized here account for $2,648; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $601,713$779,622
X-2 Savings and temporary cash investmentsStart of year $2,655,191$2,612,736
X-3 Pledges and grants receivableStart of year $3,814,181$3,139,014
X-4 Accounts receivableStart of year $5,020,059$6,352,582
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $294,621$168,038
X-10c Land, buildings and equipment, netStart of year $42,116,626$41,822,031
X-11 Publicly traded securitiesStart of year $2,768,887$3,126,125
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $325,009$0
X-15 Other assets$611,348
X-16 Total assetsStart of year $57,604,867$58,614,144
X-17 Accounts payable and accrued expensesStart of year $2,924,567$617,521
X-19 Deferred revenueStart of year $11,956,690$13,984,152
X-20 Tax-exempt bond liabilitiesStart of year $14,392,668$16,209,074
X-24 Unsecured notes and loans payableStart of year $1,948,800$485,000
X-25 Other liabilitiesStart of year $861,312$467,102
X-26 Total liabilitiesStart of year $32,084,037$31,762,849
X-27 Net assets without donor restrictionsStart of year $14,255,665$21,944,614
X-28 Net assets with donor restrictionsStart of year $11,265,165$4,906,681
X-32 Total net assets or fund balancesStart of year $25,520,830$26,851,295
X-33 Total liabilities and net assetsStart of year $57,604,867$58,614,144
Part XI · Reconciliation of net assets $26,851,295 net assets at year end
XI-1 Total revenue$18,481,760
XI-2 Total expenses$17,602,110
XI-3 Revenue less expenses$879,650
XI-4 Net assets at start of year$25,520,830
XI-5 Net unrealized gains (losses) on investments$450,815
XI-10 Net assets at end of year$26,851,295

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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