ALCUIN SCHOOL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

LOCHWOOD LARSON

Phone

9722391745

Tax Period

2024-07-01 to 2025-06-30

ALCUIN SCHOOL, founded in 1963, is a mid-sized nonprofit in the Education sector that reported $23.1M in total revenue in fiscal year 2024.

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 Service Accomplishments

Program 1

Expenses: $17,883,568 Revenue: $21,136,653

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $599,439

Program Service Revenue $21,136,653

Investment Income $366,147

Other Revenue $972,766

TOTAL REVENUE $23,075,005

Expense Breakdown

Grants Paid $2,116,056

Salaries & Benefits $13,361,140

Fundraising Expenses $628,780

Program Expenses $17,883,568

Other Expenses $7,783,871

TOTAL EXPENSES $23,261,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,075,005	$22,621,099	+0.0%
Expenses	$23,261,067	$21,900,564	+0.1%
Net Income	$-186,062	$720,535	-1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

205

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$694,413

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER M SORENSEN-thru 625	HEAD OF SCHOOL	40.00	Officer	$381,883	$90,247	$472,130
LOCHWOOD LARSON	CFO	40.00	Officer	$210,200	$12,083	$222,283
Michael Orman FROM 424	ASSOC. HEAD OF SHC	40.00		$158,573	$8,485	$167,058
RICHARD GROSS	TEACHER	40.00		$122,195	$22,167	$144,362
Carolyn Hilliard-Sells	DIRECTOR	40.00		$121,875	$22,167	$144,042
Elia Johnson	Chief Information	40.00		$126,938	$11,269	$138,207
TY HATHORN	DIRECTOR	40.00		$112,000	$21,540	$133,540
PAUL TAGG	PAST-President	15.00	Officer Director	$0	$0	$0
BARRETT HOWELL	Trustee	10.00	Director	$0	$0	$0
ANDREA BAUM	Trustee	10.00	Director	$0	$0	$0
KELI JONES	PRESIDENT	10.00	Officer Director	$0	$0	$0
PREM NAINAMI	Trustee	10.00	Director	$0	$0	$0
MARY PU	Trustee	10.00	Director	$0	$0	$0
PATRICIA DE LEON	Trustee	10.00	Director	$0	$0	$0
WILFREDO RIVERA	Trustee	10.00	Director	$0	$0	$0
IAN GALBRAITH	Trustee	10.00	Director	$0	$0	$0
WES WAGGONER	Trustee	10.00	Director	$0	$0	$0
KRISTEN VENABLE	Trustee	10.00	Director	$0	$0	$0
MICHAEL SAVOIE	Trustee	15.00	Officer Director	$0	$0	$0
BRET MADOLE	Trustee	10.00	Director	$0	$0	$0
VASU RAJA	Trustee	10.00	Director	$0	$0	$0
ANNELISE PEDERSEN	Treasurer	15.00	Officer Director	$0	$0	$0
ANN PODESZWA	Trustee	10.00	Director	$0	$0	$0
JEFF WILSON	Secretary	10.00	Officer Director	$0	$0	$0
JAMIE CLARK	Trustee	10.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$23,075,005	$23,261,067	$64,407,949	$-186,062
2024	$22,621,099	$21,900,564	$62,832,555	$720,535
2023	$22,534,319	$21,025,058	$62,236,436	$1,509,261
2022	$20,381,763	$18,621,143	$59,182,125	$1,760,620
2021	$18,481,760	$17,602,110	$58,614,144	$879,650
2020	$16,865,776	$17,951,266	$57,604,867	$-1,085,490
2019	$24,516,862	$17,275,587	$54,476,832	$7,241,275
2018	$17,024,426	$16,662,212	$46,436,670	$362,214