Alcuin School
Nonprofit profile at a glance
- EIN
- 751175632
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Dallas, TX, USA
- Phone
- 9722391745
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Elementary, Secondary Education, K - 12
Reported finances
- Revenue
- $23,075,005
- Expenses
- $23,261,067
- Assets
- $64,407,949
- Liabilities
- $34,373,412
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
25 people listed
Executive titles in this filing
- PAUL TAGG (PAST-President)
- KELI JONES (PRESIDENT)
Highest reported compensation
- WALTER M SORENSEN-thru 625 (HEAD OF SCHOOL): $472,130 total reported compensation
- LOCHWOOD LARSON (CFO): $222,283 total reported compensation
- Michael Orman FROM 424 (ASSOC. HEAD OF SHC): $167,058 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Earned-program. 92% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 88% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 87
- Accountability: 100
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.1%; rating input score 77
- Program expense ratio: 76.9%; rating input score 77
- Fundraising efficiency: $0.95 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.8%; rating input score 27; 27th percentile among comparable filings
- Total-asset coverage ratio: 2.77; rating input score 72; 72nd percentile among comparable filings
- Liabilities to assets ratio: 0.53; rating input score 26; 26th percentile among comparable filings
- Officer compensation ratio: 6.1%; rating input score 42; 42nd percentile among comparable filings
Growth
- Program expense growth: 4.2% per year; rating input score 100; 35th percentile among comparable filings
- Revenue growth: 5.7% per year; rating input score 100; 50th percentile among comparable filings
- Asset growth: 4.9% per year; rating input score 100; 35th percentile among comparable filings
Details
- Where the money goes: 77.1% of revenue deployed · 76.9% of spending went to programs
- Governance: 18 of 18 board members independent · 8 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $17.9M in reported program spending
- Leadership: top reported pay $472K · 25 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $2.4M reported
- Consistency: 30 of 30 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 2/100.
- High — Sustainability: Operating margin scored 27/100.
- High — Sustainability: Liabilities to assets ratio scored 26/100.
- Moderate — Sustainability: Officer compensation ratio scored 42/100.