TRIVIUM SCHOOL INC (EIN 042683759) - Form 990 Financial Analysis & Trantor Score

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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

1979

Legal Domicile

Principal Officer

DR WILLIAM SCHMITT

Phone

9783654795

Tax Period

2023-07-01 to 2024-06-30

TRIVIUM SCHOOL INC, founded in 1979, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $242K, a strong 20% operating margin.

Mission

TRIVIUM IS A CATHOLIC COLLEGE PREPARATORY SCHOOL DEDICATED TO PROVIDING A CLASSICAL EDUCATION TO BOYS AND GIRLS IN GRADES SEVEN THROUGH TWELVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $490,098

Program Service Revenue $694,178

Investment Income $51,886

Other Revenue $1,266

TOTAL REVENUE $1,237,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $710,325

Fundraising Expenses $6,916

Program Expenses $660,553

Other Expenses $285,376

TOTAL EXPENSES $995,701

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,237,428	$1,067,188	+0.2%
Expenses	$995,701	$849,237	+0.2%
Net Income	$241,727	$217,951	+0.1%

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

Volunteers

N/A

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

$89,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL SCHMITT ESQ	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK LANGLEY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES GALLAGHER	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD TURNER	SECRETARY	1.00	Officer Director	$0	$0	$0
KENNETH KAULBACH ESQ	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH FORKEY PHD	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER FORKEY MD	TRUSTEE	1.00	Director	$0	$0	$0
CAROLINE TOWNSEND	TRUSTEE	1.00	Director	$0	$0	$0
DR WILLIAM SCHMITT	HEADMASTER/TREASURER	50.00	Officer	$89,629	$0	$89,629

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	No data	No data	No data	No data
2024	$1,237,428	$995,701	$2,290,767	$241,727
2023	$1,067,188	$849,237	$1,968,039	$217,951
2022	$1,420,635	$753,163	$1,993,272	$667,472
2021	$883,332	$632,935	$1,505,006	$250,397
2020	$619,242	$614,176	$1,174,622	$5,066
2019	$674,515	$554,002	$1,196,261	$120,513
2018	$581,006	$552,461	$1,093,817	$28,545

TRIVIUM SCHOOL INC