Civic Intelligence

Triad School

990 • Fiscal year 2020 • EIN 31-1755570

Sep 01, 2019 to Aug 31, 2020 • Filed on Mar 05, 2021

Organization ProfileTRIADSCHOOL.COM
5000 Hosanna WayKlamath Falls, OR 97603

(541) 882-7732

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.15x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.12x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$56,178

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$2,947,721

No earlier filing loaded for comparison.

Net Assets

$2,510,077

No earlier filing loaded for comparison.

Liabilities

$437,644

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin95th percentile

Revenue

$3,502,994

No earlier filing loaded for comparison.

Expenses

$966,771

No earlier filing loaded for comparison.

Net Income

$2,536,223

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2020: $2,947,721Liabilities 2020: $437,644Net Assets 2020: $2,510,0772020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$2,947,721
Liabilities$437,644
Net Assets$2,510,077
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $3,502,994Expenses 2020: $966,771Net Income 2020: $2,536,2232020Revenue 2021: $514,134Expenses 2021: $47,694Net Income 2021: $466,4402021

Highlighted filing

2020

Revenue$3,502,994
Expenses$966,771
Net Income$2,536,223
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Mar 5, 2021
Return Version
2019v5.0
Gross Receipts
$3,714,127
Mission and Program Overview

Mission

Pre-school through 12th grade school exists to celebrate the truth of christ while challenging students in a college preparatory setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$2,606,032-
Cash and Non-Interest-Bearing Accounts$274,792$341,142▲ $66,350
Land, Buildings, and Equipment, Net$82,923--
Accounts Receivable$-25,477$547▲ $26,024
Total Assets$332,238$2,947,721▲ $2,615,483
Liabilities
Deferred Revenue$284,064$246,967▼ $37,097
Unsecured Notes Loans Payable-$154,314-
Other Liabilities$60,571$18,814▼ $41,757
Accounts Payable and Accrued Expenses$13,749$17,549▲ $3,800
Total Liabilities$358,384$437,644▲ $79,260
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-26,146$2,510,077▲ $2,536,223
Total Net Assets Fund Balance$-26,146$2,510,077▲ $2,536,223
Total Liabilities and Net Assets / Fund Balance$332,238$2,947,721▲ $2,615,483
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jim LibbyAdministratoPT$56,178$56,178
Shauna YoungAdministratoFT$34,528$34,528
Cathy WatersBookkeeperPT$21,308$21,308

Board Members and Trustees

NameTitle
Jill SchultzBoard Chair
Ken DavisBoard Member
Kevin KroekerBoard Member
Marcia KroekerBoard Member
Michael DealBoard Member
Suzanna HawthorneBoard Member
Lisa DefordTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$2,673,779
Program Service Revenue
$763,504
Investment Income
$0
Other Revenue
$65,711
All Other Contributions
$2,673,779
Change in Net Assets
$2,536,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$659,872
Other Expenses$306,899
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$365,868$121,956-$487,824
Current Officers, Directors, Trustees, and Key Employees$75,183$53,355-$128,538
Occupancy$72,068$24,023-$96,091
Payroll Taxes$32,632$10,878-$43,510
Insurance$29,755$9,918-$39,673
All Other Expenses$20,018$1,908-$21,926
Other Expenses$11,812--$11,812
Fees for Services Accounting-$11,359-$11,359
Office Expenses$7,982$2,661-$10,643
Information Technology$2,110$703-$2,813
Total Functional Expenses$730,010$236,761$0$966,771
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,209
Fundraising Direct Expenses$35,562
Gaming Gross Income$6,639
Gaming Direct Expenses$2,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Fundrais$21,669$21,669$12,218$9,451
Plant Sale$18,231$18,231-$18,231
Total Events$39,900$39,900$12,218$27,682
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$16,183
Chase Ink Credit Card$2,631
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Keven kroeker marcia kroeker board member board member family relationship”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the board during monthly school board meetings.”

Form 990, Page 6, Part VI, Line 12C

“Our written conflict of interest policy is reviewed and updated annually, as needed, during school board meetings.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflicts of interest policy, and financial statements are all available in our office or during the public input portion of our monthly school board meetings. These items are all reviewed and retified, as policy states, at our school board meetings and then are presented to the elder board for their review and approval.”

Filing and Contact Details

Filer

Filer Name
Triad School
EIN
31-1755570
Phone
5418827732
Address
5000 HOSANNA WAY, KLAMATH FALLS, OR 97603

Signing Officer

Name
Shauna Young
Title
Administrator
Phone
5418827732
Signed
2021-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Schultz
Formed
1995
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
6
Employees
50
Volunteers
120

Preparer

Firm
Wicks Emmett Llp
Address
358 NE WINCHESTER ST - PO BOX 2350, ROSEBURG, OR 97470-3327
Preparer
Brian F Menefee-cpa
Phone
5416734423
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IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS LISTED IN OUR APPLICATION FOR ENROLLMENT AND OUR POLICY MANUAL WHICH IS AVAILABLE VIA THE SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINTER FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PLANT SALE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEVEN KROEKER MARCIA KROEKER BOARD MEMBER BOARD MEMBER FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD DURING MONTHLY SCHOOL BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED AND UPDATED ANNUALLY, AS NEEDED, DURING SCHOOL BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE IN OUR OFFICE OR DURING THE PUBLIC INPUT PORTION OF OUR MONTHLY SCHOOL BOARD MEETINGS. THESE ITEMS ARE ALL REVIEWED AND RETIFIED, AS POLICY STATES, AT OUR SCHOOL BOARD MEETINGS AND THEN ARE PRESENTED TO THE ELDER BOARD FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SpecialConditionDesc0EXTENSION GRATNED THROUGH 7152021
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0730010
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02947721
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0154314
IRS990/USAddress/AddressLine1Txt05000 HOSANNA WAY
IRS990/USAddress/CityNm0KLAMATH FALLS
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097603
IRS990/VotingMembersGoverningBodyCnt07
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IRS990/WebsiteAddressTxt0TRIADSCHOOL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05418827732
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIAD SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0311755570
ReturnHeader/Filer/PhoneNum05418827732
ReturnHeader/Filer/USAddress/AddressLine1Txt05000 HOSANNA WAY
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930718861
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WICKS EMMETT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0358 NE WINCHESTER ST - PO BOX 2350

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,947,721
Liabilities
$437,644
Net assets
$2,510,077
Revenue
$3,502,994
Expenses
$966,771
Net income
$2,536,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.51$0.05$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.44$2.51$3.50$0.97$2.54