PORTICO EDUCATION FOUNDATION dba TRIVIUM ACADEMY (EIN 464479609) - 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

2014

Legal Domicile

Principal Officer

SHERYL BRADLEY

Phone

9725676835

Tax Period

2023-09-01 to 2024-08-31

PORTICO EDUCATION FOUNDATION dba TRIVIUM ACADEMY, founded in 2014, is a community nonprofit in the Education sector that reported $6.7M in total revenue in fiscal year 2023.

Mission

TRIVIUM ACADEMY PROVIDES A CLASSICAL EDUCATION FOR THE MODERN WORLD THAT TRAINS CHILDREN TO BE LIFE LONG LEARNERS. STUDENTS ENGAGE IN LEARNING CONTENT, EXAMINE INFORMATION CRITICALLY, AND EXPRESS THEMSELVES WITH INCREASING SOPHISTICATION EACH YEAR, WE HELP OUR STUDENTS TO BE SUCCESSFUL BY PROVIDING AN INDIVIDUALIZED LEARNING APPROACH BASED ON EACH CHILD'S STRENGTHS, WEAKNESSES, LEARNING STYLE, AND INTERESTS RESULTING IN WELL-ROUNDED STUDENTS WHO ARE PREPARED TO CHALLENGE THE WORLD.

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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 $6,394,199

Program Service Revenue $292,933

Investment Income $126

Other Revenue $0

TOTAL REVENUE $6,687,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,306,856

Fundraising Expenses $25,707

Program Expenses $5,759,176

Other Expenses $2,218,165

TOTAL EXPENSES $6,525,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,687,258	$6,300,111	+0.1%
Expenses	$6,525,021	$6,363,459	+0.0%
Net Income	$162,237	$-63,348	-3.6%

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

100

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

$100,441

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERYL BRADLEY	SUPERINTENDENT	40.00	Officer	$100,441	$0	$100,441
MARCI ROE	President	1.00	Officer Director	$0	$0	$0
ELIZABETH SMITH	Secretary	1.00	Officer Director	$0	$0	$0
ERICA TUSCANO	BOARD MEMBER	1.00	Director	$0	$0	$0
KARAN PARRACK	BOARD MEMBER	1.00	Director	$0	$0	$0
THAD FENTON	Treasurer	1.00	Officer 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
2024	$6,687,258	$6,525,021	$3,007,868	$162,237
2023	$6,300,111	$6,363,459	$3,862,387	$-63,348
2022	$6,494,366	$6,525,642	$2,605,593	$-31,276
2021	$5,783,858	$5,782,955	$2,396,287	$903
2020	$5,002,682	$5,018,975	$2,167,382	$-16,293
2019	$5,438,504	$4,628,346	$2,371,186	$810,158
2018	$5,061,503	$4,683,787	$1,558,630	$377,716

PORTICO EDUCATION FOUNDATION dba TRIVIUM ACADEMY