2026-03-26T06:16:48-07:00 2025-06-30 752593210 Sutton Frost Cary LLP 200 E Front St Suite 200 Arlington TX 76011 990 2024-07-01 751175632 ALCUIN SCHOOL ALCU 9722391745 6144 CHURCHILL WAY DALLAS TX 75230 LOCHWOOD LARSON CFO 2026-03-26 true true Carroll Elizabeth Arnott P01965628 8176498083 2024 2025-03-06 01:10:19Z LOCHWOOD LARSON 6144 CHURCHILL WAY DALLAS TX 75230 23735900 false X WWW.ALCUINSCHOOL.ORG X 1963 TX 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. 18 18 205 90 0 1112509 599439 19918579 21136653 361912 366147 1228099 972766 22621099 23075005 2237383 2116056 0 12786091 13361140 0 628780 6877090 7783871 21900564 23261067 720535 -186062 62832555 64407949 32582959 34373412 30249596 30034537 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. false false 17883568 2116056 21136653 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. 17883568 true true false false false false false false false true true false false false true true true false true false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false true 37 0 true 205 true false false false false false false false 0 false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X LOCHWOOD V LARSON 9722391745 6144 CHURCHILL WAY DALLAS TX 75230 WALTER M SORENSEN-thru 625 HEAD OF SCHOOL 40.00 0.00 X 381883 0 90247 LOCHWOOD LARSON CFO 40.00 0.00 X 210200 0 12083 Michael Orman FROM 424 ASSOC. HEAD OF SHC 40.00 0.00 158573 0 8485 RICHARD GROSS TEACHER 40.00 0.00 122195 0 22167 Carolyn Hilliard-Sells DIRECTOR 40.00 0.00 121875 0 22167 Elia Johnson Chief Information 40.00 0.00 126938 0 11269 TY HATHORN DIRECTOR 40.00 0.00 112000 0 21540 PAUL TAGG PAST-President 15.00 0.00 X X 0 0 0 BARRETT HOWELL Trustee 10.00 0.00 X 0 0 0 ANDREA BAUM Trustee 10.00 0.00 X 0 0 0 KELI JONES PRESIDENT 10.00 0.00 X X 0 0 0 PREM NAINAMI Trustee 10.00 0.00 X 0 0 0 MARY PU Trustee 10.00 0.00 X 0 0 0 PATRICIA DE LEON Trustee 10.00 0.00 X 0 0 0 WILFREDO RIVERA Trustee 10.00 0.00 X 0 0 0 IAN GALBRAITH Trustee 10.00 0.00 X 0 0 0 WES WAGGONER Trustee 10.00 0.00 X 0 0 0 KRISTEN VENABLE Trustee 10.00 0.00 X 0 0 0 MICHAEL SAVOIE Trustee 15.00 0.00 X X 0 0 0 BRET MADOLE Trustee 10.00 0.00 X 0 0 0 VASU RAJA Trustee 10.00 0.00 X 0 0 0 ANNELISE PEDERSEN Treasurer 15.00 0.00 X X 0 0 0 ANN PODESZWA Trustee 10.00 0.00 X 0 0 0 JEFF WILSON Secretary 10.00 0.00 X X 0 0 0 JAMIE CLARK Trustee 10.00 0.00 X 0 0 0 1233664 187958 13 false true false ACIS 343 CONGRESS ST 5 BOSTON MA 02210 TRAVEL 414755 Sheepdog Group LLC 6135 NW 167th St Ste E7 Hialeah FL 33015 advisory 161291 MID-WEST BUILDING MAINTENANCE PO BOX 814833 DALLAS TX 75381 JANITORIAL SERVICES 196725 YELLOW ROSE LANDSCAPING SERVICES INC 4325 REEDER DR CARROLLTON TX 75010 LANDSCAPING 180277 NOVEL BUILDERS LLC 1214 EXCHANGE DR RICHARDSON TX 75081 CONSTRUCTION 1448613 12 599439 9924 599439 TUITION AND FEES 611600 21136653 21136653 21136653 247039 247039 0 0 0 780003 660895 119108 119108 119108 0 0 0 AUXILIARY INCOME 900099 863728 863728 OTHER INCOME 900099 258629 258629 SERVICE CHARGES 900099 273792 273792 -423383 -423383 972766 23075005 22109419 366147 0 2116056 2116056 0 0 712055 560200 138227 13628 0 9971354 7844829 1935678 190847 401987 316257 78036 7694 1491513 1173428 289538 28547 784231 616983 152238 15010 0 0 0 0 0 0 845137 229751 607747 7639 155441 77721 77720 96438 80716 13564 2158 498464 392160 96764 9540 0 1534645 1207360 297913 29372 0 0 0 511653 511653 0 1590469 1251281 308747 30441 0 STUDENT ACTIVITIES 1495913 1495913 EVENTS & DONOR RELATIONS 273016 96481 597 175938 CLASSROOM SUPPLIES 259029 259029 BANK CHARGES 156130 156130 367536 243124 84166 40246 23261067 17883568 4748719 628780 2073075 3415240 651979 224804 1078971 777673 8534263 9781842 0 0 0 0 231168 369992 63831423 22322011 42065680 41509412 7285553 7840503 0 0 0 911866 488483 62832555 64407949 897624 933199 17866461 20484289 13818874 12954924 1000 32582959 34373412 X 26717965 27013402 3531631 3021135 30249596 30034537 62832555 64407949 -186062 -28997 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4903479 313733 368301 20324 5565189 4623143 300396 20060 4903479 4516497 126416 19770 4623143 4609518 25000 -98361 19660 4516497 4067279 561671 19432 4609518 0.87610 0.12390 false false false 8519428 8519428 52279273 20027397 32251876 2594513 2294614 299899 438209 438209 41509412 OTHER LIABILITIES 1000 1000 X 20929952 -28997 -28997 20958949 2116056 2116056 23075005 21145011 21145011 2116056 2116056 23261067 Part V, Line 4: Intended uses of the endowment fund. ALCUIN'S ENDOWMENTS CONSIST OF 3 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES.FACULTY FELLOWSHIP FUND - THIS DONOR-RESTRICTED ENDOWMENT WAS ESTABLISHED TO PROVIDE FACULTY AND STAFF WITH PROFESSIONAL DEVELOPMENT OPPORTUNITIES ABOVE AND BEYOND THE FUNDING AVALABLE THROUGH THE OPERATING BUDGET.WOOLF ENDOWED SCHOLARSHIP FUND - THIS DONOR-RESTRICTED ENDOWMENT WAS ESTABLISHED TO PROVIDE SCHOLARSHIP FUNDS TO STUDENTS WHO HAVE TRANSFERRED FROM THE EAST DALLAS COMMUNITY SCHOOL.ALCUIN ENDOWMENT - THIS BOARD-DESIGNATED QUASI-ENDOWMENT WAS ESTABLISHED TO PROVIDE A FUTURE STREAM OF REVENUE TO OFFSET THE OPERATING COST OF ALCUIN. Part X : FIN48 Footnote The School is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC) and has not been classified as a private foundation as defined in the IRC. Income generated from activities unrelated to the Schools exempt purposes is subject to tax under IRC Section 511. The School had no unrelated business income for the year ended June 30, 2025. Accordingly, no provision has been made for federal income tax.GAAP requires the evaluation of tax positions taken in the course of preparing the Schools tax return and recognition of a tax liability (or asset) if the School has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the School, and has concluded that as of June 30, 2025, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S SCHOLARSHIPS $2116056 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S SCHOLARSHIPS $2116056 true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized RACIALLY NONDISCRIMINATORY POLICYSOLICITATION ADVERTISED IN LOCAL PAPERS, INCLUDING NONDISCRIMINATORY CLAUSE. THE SCHOOL EMPLOYS A RACIALLY DIVERSE STAFF. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race true 0 0 FIN. ASST./SCHOLARSHIPS/REMISS. 90 2116056 Grantmaker's Description of How Grants are Used ALL ASSISTANCE REQUESTS ARE MADE THROUGH INDEPENDENT SCHOOL MANAGEMENT, INC.'S FINANCIAL AID FOR STUDENT TUITION FAST ONLINE APPLICATION PROGRAM (WWW.ISMFAST.COM). THE PROGRAM RECOMMENDS LEVELS OF ASSISTANCE BASED ON PARENT INCOME, ASSETS, LIABILITIES, ETC. EACH REQUEST IS REVIEWED BY THE SCHOOL'S FINANCIAL AID COMMITTEE AND GRANTS ARE MADE BASED ON THE RECOMMENDATIONS OF THE FAST SYSTEM. X X X X false false false false false false false false false LOCHWOOD LARSON CFO 210200 11417 666 222283 Michael Orman FROM 424 ASSOC. HEAD OF SHC 146042 12531 8485 167058 WALTER M SORENSEN-thru 625 HEAD OF SCHOOL 361733 14000 6150 42623 47624 472130 A CLIFTON HIGHER EDUCATION 800349380 2022-01-31 15922000 refunding of 2016 bonds false false false A 2832000 15922000 182956 7585838 8153206 2016 true false true true A false false false false false false false false true A false false false true false false false false Part VI SCHEDULE K, PART I, BOND ISSUES:(a) ISSUER NAME: CLIFTON HIGHER EDUCATION FINANCE CORPORATION(F) DESCRIPTION OF PURPOSE:REFUNDING OF 2016 BOND, REFINANCING LOAN AND CONSTRUCTION.SCHEDULE K, PART IV, LINE 2C:ARBITRAGE- NO REBATE DUETHE BOND PROCEEDS ARE NOT INVESTED; THEREFORE, THERE IS NO ARBITRAGE REBATE DUE. Form 990, Part VI, Section B, Line 11b AFTER REVIEW BY MANAGEMENT, THE 990 IS FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW. FOLLOWING THAT, THE FORM 990 IS EMAILED TO THE BOARD OF TRUSTEES, AND THEN FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12c ALL VENDORS, NEW AND EXISTING, ARE SCREENED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH FISCAL YEAR. ADDITIONALLY, ALL BOARD OF TRUSTEE MEMBERS AND SENIOR MANAGEMENT SIGN A STATEMENT REGARDING CONFLICTS OF INTEREST. Form 990, Part VI, Section B, Line 15b COMPENSATION SURVEYS, INCLUDING THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, ARE USED TO PROVIDE A FRAMEWORK IN DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part XII, Line 2c THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE TO THE PROCESS DURING THE YEAR.