THE TRIVIUM ACADEMY OF CLASSICAL EDUCATION (EIN 453163780) - 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

2011

Legal Domicile

Principal Officer

TRISHA VAIS

Phone

8052911303

Tax Period

2023-07-01 to 2024-06-30

THE TRIVIUM ACADEMY OF CLASSICAL EDUCATION, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $12.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

A CALIFORNIA PUBLIC CHARTER SCHOOL

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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 $12,259,684

Program Service Revenue $0

Investment Income $30,563

Other Revenue $0

TOTAL REVENUE $12,290,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,563,614

Fundraising Expenses $0

Program Expenses $10,338,644

Other Expenses $2,630,308

TOTAL EXPENSES $12,193,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,290,247	$10,890,635	+0.1%
Expenses	$12,193,922	$10,516,273	+0.2%
Net Income	$96,325	$374,362	-0.7%

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

153

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

$496,335

Total Directors

$309,530

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BRUCE	SECRETARY	40.00	Officer Director	$135,508	$20,734	$156,242
ANNETTE LAWRENCE	PRESIDENT	40.00	Officer Director	$103,413	$49,875	$153,288
PATRICIA OSAKI	TREASURER	2.00	Officer Director	$0	$0	$0
KIMBERLY PICK	TRUSTEE	2.00	Director	$0	$0	$0
MARGARET OGAN	TRUSTEE	2.00	Director	$0	$0	$0
TRISHA VAIS	EXECUTIVE DIRECTOR	40.00	Officer	$164,839	$21,966	$186,805
WALTER HABERAECKER	TEACHER	40.00	Highest	$130,647	$19,625	$150,272
TASHA DOCKERY	INSTRUCTIONAL EXCELLENCE D	40.00	Highest	$131,824	$13,630	$145,454
GINELLE LIBBY	STUDENT SUCCESS DIRECTOR	40.00	Highest	$115,417	$8,100	$123,517
BRIAN D SPIRITOSANTO	ENGLISH TEACHER	40.00	Highest	$121,911	$24,186	$146,097
EMILY YERZY	CLASSICAL TEACHER	40.00	Highest	$110,234	$33,282	$143,516

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	$12,290,247	$12,193,922	$3,955,274	$96,325
2023	$10,890,635	$10,516,273	$3,634,122	$374,362
2022	$10,405,145	$10,597,917	$3,230,924	$-192,772
2021	$8,256,213	$7,867,331	$3,060,207	$388,882
2020	$8,214,127	$8,353,011	$1,858,489	$-138,884
2019	$7,828,947	$7,898,292	$2,680,985	$-69,345
2018	$6,729,514	$7,505,478	$1,644,299	$-775,964

THE TRIVIUM ACADEMY OF CLASSICAL EDUCATION