Civic Intelligence

The Trivium Academy of Classical Education

990 • Fiscal year 2014 • EIN 45-3163780

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 22, 2015

Organization ProfileWWW.TRIVIUMCHARTER.ORG
4949 Foxen Canyon93454

(805) 291-1303

Siviq Scores

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

Liabilities / Assets

71st percentile

0.36x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.14x

Higher debt load relative to revenue than 55% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

38th percentile

-0.4%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$88,497

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$1,148,497

Down $2,807 (-0.2%) from 2013

Net Assets

Down

$739,568

Down $13,316 (-1.8%) from 2013

Liabilities

Up

$408,929

Up $10,509 (+2.6%) from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin38th percentile

Revenue

$2,963,843

No earlier filing loaded for comparison.

Expenses

Up

$2,977,159

Up $944,059 (+46%) from 2013

Net Income

-$13,316

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $868,219Liabilities 2012: $451,963Net Assets 2012: $416,2562012Assets 2013: $1,151,304Liabilities 2013: $398,420Net Assets 2013: $752,8842013Assets 2014: $1,148,497Liabilities 2014: $408,929Net Assets 2014: $739,5682014Assets 2015: $1,096,906Liabilities 2015: $435,378Net Assets 2015: $661,5282015Assets 2016: $1,660,392Liabilities 2016: $355,679Net Assets 2016: $1,304,7132016Assets 2017: $2,378,262Liabilities 2017: $388,294Net Assets 2017: $1,989,9682017Assets 2018: $1,644,299Liabilities 2018: $430,295Net Assets 2018: $1,214,0042018Assets 2019: $2,680,985Liabilities 2019: $1,536,326Net Assets 2019: $1,144,6592019Assets 2020: $1,858,489Liabilities 2020: $852,714Net Assets 2020: $1,005,7752020Assets 2021: $3,060,207Liabilities 2021: $1,665,550Net Assets 2021: $1,394,6572021Assets 2022: $3,230,924Liabilities 2022: $2,029,039Net Assets 2022: $1,201,8852022Assets 2023: $3,634,122Liabilities 2023: $2,057,875Net Assets 2023: $1,576,2472023Assets 2024: $3,955,274Liabilities 2024: $2,282,702Net Assets 2024: $1,672,5722024Assets 2025: $3,395,769Liabilities 2025: $1,539,959Net Assets 2025: $1,855,8102025

Highlighted filing

2014

Assets$1,148,497
Liabilities$408,929
Net Assets$739,568
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $2,017,503Expenses 2012: $1,601,247Net Income 2012: $416,2562012Expenses 2013: $2,033,1002013Revenue 2014: $2,963,843Expenses 2014: $2,977,159Net Income 2014: -$13,3162014Revenue 2015: $4,302,725Expenses 2015: $4,380,765Net Income 2015: -$78,0402015Revenue 2016: $5,498,299Expenses 2016: $4,855,114Net Income 2016: $643,1852016Revenue 2017: $6,580,187Expenses 2017: $5,894,932Net Income 2017: $685,2552017Revenue 2018: $6,729,514Expenses 2018: $7,505,478Net Income 2018: -$775,9642018Revenue 2019: $7,828,947Expenses 2019: $7,898,292Net Income 2019: -$69,3452019Revenue 2020: $8,214,127Expenses 2020: $8,353,011Net Income 2020: -$138,8842020Revenue 2021: $8,256,213Expenses 2021: $7,867,331Net Income 2021: $388,8822021Revenue 2022: $10,405,145Expenses 2022: $10,597,917Net Income 2022: -$192,7722022Revenue 2023: $10,890,635Expenses 2023: $10,516,273Net Income 2023: $374,3622023Revenue 2024: $12,290,247Expenses 2024: $12,193,922Net Income 2024: $96,3252024Revenue 2025: $13,912,814Expenses 2025: $13,729,576Net Income 2025: $183,2382025

Highlighted filing

2014

Revenue$2,963,843
Expenses$2,977,159
Net Income-$13,316
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 22, 2015
Return Version
2013v4.0
Gross Receipts
$2,963,843
Mission and Program Overview

Mission

Trivium charter school is committed to developing a personalized learning path for each student which may include classroom teaching, home study, online education, community service and community learning opportunities.

A california public charter school

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$686,150$592,756▼ $93,394
Savings and Temporary Cash Investments$465,154$529,275▲ $64,121
Land, Buildings, and Equipment, Net$0$24,909▲ $24,909
Prepaid Expenses and Deferred Charges-$1,557-
Total Assets$1,151,304$1,148,497▼ $2,807
Liabilities
Accounts Payable and Accrued Expenses$158,594$283,928▲ $125,334
Other Liabilities$239,826$0▼ $239,826
Mortgage Notes Payable Secured by Investment Property-$125,001-
Total Liabilities$398,420$408,929▲ $10,509
Net Assets / Fund Balance
Unrestricted Net Assets$752,884$739,568▼ $13,316
Total Net Assets Fund Balance$752,884$739,568▼ $13,316
Total Liabilities and Net Assets / Fund Balance$1,151,304$1,148,497▼ $2,807

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,909$2,766$27,675
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Trisha VaisExecutive DirectorFT$88,497$88,497

Board Members and Trustees

NameTitle
Michael DunaetzPresident
Dave WilsonTrustee
Sarah BruceTrustee
Annette LawrenceSecretary
Peggy SalasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,959,945
Program Service Revenue
$0
Investment Income
$3,898
Other Revenue
$0
All Other Contributions
$148,357
Change in Net Assets
$-13,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,963,843
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,963,843
Total Revenue per Form 990
$2,963,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,052,408
Other Expenses$924,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,430,569$248,708-$1,679,277
Fees for Services Other$50,962$163,234-$214,196
Payroll Taxes$166,904--$166,904
Fees for Services Accounting-$143,726-$143,726
Occupancy-$136,908-$136,908
Other Employee Benefits$117,730--$117,730
Current Officers, Directors, Trustees, and Key Employees-$88,497-$88,497
Advertising-$23,833-$23,833
Insurance-$15,820-$15,820
All Other Expenses-$14,702-$14,702
Other Expenses$36,402$14,226-$14,226
Travel-$13,140-$13,140
Office Expenses-$4,825-$4,825
Conferences and Meetings-$3,399-$3,399
Depreciation Depletion-$2,766-$2,766
Interest-$2,207-$2,207
Total Functional Expenses$2,025,502$951,657$0$2,977,159

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,977,159
Total Expenses per Audited Statements$2,977,159
Total Expenses per Form 990$2,977,159
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11

“A copy of the 990 will be provided to the board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board members complete annual conflict of interest statements, they are reviewed by the director. If a conflict arises the board member is asked to excuse himself/herself from all discussions and voting on the issue.”

Form 990, Part VI, Section C, Line 19

“Required documents are available upon request at the business address during normal business hours.”

Filing and Contact Details

Filer

EIN
45-3163780
Phone
8052911303

Signing Officer

Name
Trisha Vais
Title
Executive Director
Phone
8052911303
Signed
2015-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trisha Vais
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
61
Volunteers
0

Preparer

Preparer
Matthew S Miller
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy has adopted financial accounting standards board (fasb) accounting standards codification (asc) topic 740, that clarifies the accounting for uncertainty in tax positions taken or expected to be taken on a tax return and provides that the tax effects from uncertain tax position can be recognized in the financial statements only if, based on its merits, the position is more likely than not to be sustained on audit by the taxing authorities. Management believes that all tax positions taken to date are highly certain, and, accordingly, no accounting adjustment has been made to the financial statements.”

Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0158594
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0283928
IRS990/AccountsReceivableGrp/BOYAmt0686150
IRS990/AccountsReceivableGrp/EOYAmt0592756
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A CALIFORNIA PUBLIC CHARTER SCHOOL
IRS990/AdvertisingGrp/ManagementAndGeneralAmt023833
IRS990/AdvertisingGrp/TotalAmt023833
IRS990/AllOtherContributionsAmt0148357
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt014702
IRS990/AllOtherExpensesGrp/TotalAmt014702
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08052911303
IRS990/BooksInCareOfDetail/USAddress/AddressLine104949 FOXEN CANYON
IRS990/BooksInCareOfDetail/USAddress/City0SANTA MARIA
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode093454
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt088497
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt088497
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03399
IRS990/ConferencesMeetingsGrp/TotalAmt03399
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02959945
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03898
IRS990/CYOtherExpensesAmt0924751
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-13316
IRS990/CYSalariesCompEmpBnftPaidAmt02052408
IRS990/CYTotalExpensesAmt02977159
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02963843
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02766
IRS990/DepreciationDepletionGrp/TotalAmt02766
IRS990/Desc0THE ACADEMY IS A K-12 CHARTER SCHOOL SERVING STUDENTS THROUGHOUT THE SANTA BARBARA COUNTY AND ADJACENT COUNTIES, CURRENTLY OPERATING THREE SCHOOL SITES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt061
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02025502
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0143726
IRS990/FeesForServicesAccountingGrp/TotalAmt0143726
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0163234
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt050962
IRS990/FeesForServicesOtherGrp/TotalAmt0214196
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL DUNAETZ
IRS990/Form990PartVIISectionAGrp/PersonNm1PEGGY SALAS
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNETTE LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5TRISHA VAIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt588497
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt02811588
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02963843
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt015820
IRS990/InsuranceGrp/TotalAmt015820
IRS990/InterestGrp/ManagementAndGeneralAmt02207
IRS990/InterestGrp/TotalAmt02207
IRS990/InvestmentIncomeGrp/ExclusionAmt03898
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03898
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02766
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024909
IRS990/LandBldgEquipCostOrOtherBssAmt027675
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A CALIFORNIA PUBLIC CHARTER SCHOOL. THE ACADEMY USES A CLASSICAL EDUCATION MODEL AS ITS FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0125001
IRS990/NetAssetsOrFundBalancesBOYAmt0752884
IRS990/NetAssetsOrFundBalancesEOYAmt0739568
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0136908
IRS990/OccupancyGrp/TotalAmt0136908
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04825
IRS990/OfficeExpensesGrp/TotalAmt04825
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0117730
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0117730
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS & INSTRUCTION
IRS990/OtherExpensesGrp/Desc1DISTRICT SUPERVISORY FE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075666
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114226
IRS990/OtherExpensesGrp/ProgramServicesAmt0222935
IRS990/OtherExpensesGrp/ProgramServicesAmt136402
IRS990/OtherExpensesGrp/TotalAmt0222935
IRS990/OtherExpensesGrp/TotalAmt175666
IRS990/OtherExpensesGrp/TotalAmt236402
IRS990/OtherExpensesGrp/TotalAmt314226
IRS990/OtherLiabilitiesGrp/BOYAmt0239826
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0248708
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01430569
IRS990/OtherSalariesAndWagesGrp/TotalAmt01679277
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0166904
IRS990/PayrollTaxesGrp/TotalAmt0166904
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01557
IRS990/PrincipalOfficerNm0TRISHA VAIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02367170
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02558
IRS990/PYOtherExpensesAmt0562032
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0336628
IRS990/PYSalariesCompEmpBnftPaidAmt01471068
IRS990/PYTotalExpensesAmt02033100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02369728
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13316
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0465154
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0529275
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02977159
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024909
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02766
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027675
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02963843
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN AND PROVIDES THAT THE TAX EFFECTS FROM UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF, BASED ON ITS MERITS, THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN TO DATE ARE HIGHLY CERTAIN, AND, ACCORDINGLY, NO ACCOUNTING ADJUSTMENT HAS BEEN MADE TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024909
IRS990ScheduleD/TotalExpensesPerForm990Amt02977159
IRS990ScheduleD/TotalRevenuePerForm990Amt02963843
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02963843
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02977159
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ENROLLMENT PACKAGES
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1CALIFORNIA PUBLIC CHARTER SCHOOL NO FINANCIAL ASSISTANCE AWARDED
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS COMPLETE ANNUAL CONFLICT OF INTEREST STATEMENTS, THEY ARE REVIEWED BY THE DIRECTOR. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTING ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01151304
IRS990/TotalAssetsEOYAmt01148497
IRS990/TotalAssetsGrp/BOYAmt01151304
IRS990/TotalAssetsGrp/EOYAmt01148497
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02959945
IRS990/TotalEmployeeCnt061
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0951657
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02025502
IRS990/TotalFunctionalExpensesGrp/TotalAmt02977159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0398420
IRS990/TotalLiabilitiesEOYAmt0408929
IRS990/TotalLiabilitiesGrp/BOYAmt0398420
IRS990/TotalLiabilitiesGrp/EOYAmt0408929
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0752884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0739568
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02025502
IRS990/TotalReportableCompFromOrgAmt088497
IRS990/TotalRevenueGrp/ExclusionAmt03898
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02963843
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01151304
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01148497
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013140
IRS990/TravelGrp/TotalAmt013140
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0752884
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0739568
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104949 FOXEN CANYON
IRS990/USAddress/City0SANTA MARIA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093454
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TRIVIUMCHARTER.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA VAIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08052911303
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE TRIVIUM ACADEMY OF CLASSICAL EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIV
ReturnHeader/Filer/EIN0453163780
ReturnHeader/Filer/PhoneNum08052911303
ReturnHeader/Filer/USAddress/AddressLine104949 FOXEN CANYON
ReturnHeader/Filer/USAddress/City0SANTA MARIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093454
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952648289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VAVRINEKTRINEDAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108270 ASPEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091730
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW S MILLER
ReturnHeader/ReturnTs02015-05-01T09:37:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,148,497
Liabilities
$408,929
Net assets
$739,568
Revenue
$2,963,843
Expenses
$2,977,159
Net income
-$13,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.40$1.54$1.86$13.9$13.7$0.18
2024Detailed filing. Detailed filing data is available for this year.$3.96$2.28$1.67$12.3$12.2$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.63$2.06$1.58$10.9$10.5$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.23$2.03$1.20$10.4$10.6$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.06$1.67$1.39$8.26$7.87$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.85$1.01$8.21$8.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.68$1.54$1.14$7.83$7.90$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.43$1.21$6.73$7.51$0.78
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.39$1.99$6.58$5.89$0.69
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.36$1.30$5.50$4.86$0.64
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.44$0.66$4.30$4.38$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.41$0.74$2.96$2.98$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.40$0.75$2.03
2012Summary only. Only limited summary data is available for this year.$0.87$0.45$0.42$2.02$1.60$0.42