Civic Intelligence

The Trivium Academy of Classical

EIN 45-3163780 • 501(c)3 • Lompoc, CA

Profile

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.

1305 N H StLompoc, CA 93454

www.triviumcharter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.45x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.11x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

41st percentile

1.3%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$199,977

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$3,395,769

Down $559,505 (-14%) from 2024

Liabilities

Down

$1,539,959

Down $742,743 (-33%) from 2024

Net Assets

Up

$1,855,810

Up $183,238 (+11%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin41st percentile

Revenue

Up

$13,912,814

Up $1,622,567 (+13%) from 2024

Expenses

Up

$13,729,576

Up $1,535,654 (+13%) from 2024

Net Income

Up

$183,238

Up $86,913 (+90%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$3,395,769
Liabilities$1,539,959
Net Assets$1,855,810
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$13,912,814
Expenses$13,729,576
Net Income$183,238
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,395,769
Liabilities
$1,539,959
Net assets
$1,855,810
Revenue
$13,912,814
Expenses
$13,729,576
Net income
$183,238
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$13,912,814
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,939,377$2,013,613▼ $925,764
Accounts Receivable$631,723$959,364▲ $327,641
Land, Buildings, and Equipment, Net-$173,222-
Prepaid Expenses and Deferred Charges$140,082$116,385▼ $23,697
Total Assets$3,955,274$3,395,769▼ $559,505
Other Assets Total$244,092$133,185▼ $110,907
Liabilities
Accounts Payable and Accrued Expenses$2,032,263$1,347,460▼ $684,803
Other Liabilities$250,439$135,679▼ $114,760
Deferred Revenue-$56,820-
Total Liabilities$2,282,702$1,539,959▼ $742,743
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,672,572$1,855,810▲ $183,238
Total Net Assets Fund Balance$1,672,572$1,855,810▲ $183,238
Total Liabilities and Net Assets / Fund Balance$3,955,274$3,395,769▼ $559,505

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$173,222$133,887$307,109
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trisha VaisExecutive DiFT$184,280$15,697$199,977
Trisha VaisExecutive Director-$184,280$15,697$199,977
Tasha DockeryIntructionalFT$162,619$35,409$198,028
Tasha DockeryIntructional Excelle-$162,619$35,409$198,028
Sarah BruceSecretaryFT$150,074$37,986$188,060
Brian D SpiritosantoEnglish TeacFT$149,708$33,879$183,587
Brian D SpiritosantoEnglish Teacher-$149,708$33,879$183,587
Walter HaberaecjerTeacherFT$153,818$22,591$176,409
Emily YerzyClassical TeFT$133,229$38,012$171,241
Emily YerzyClassical Teacher-$133,229$38,012$171,241
Ginelle LibbyStudent SuccFT$135,208$21,695$156,903
Ginelle LibbyStudent Success Dire-$135,208$21,695$156,903
Annette LawrencePresidentFT$120,455$18,736$139,191

Board Members and Trustees

NameTitle
Kimberly PickTrustee
Margaret OganTrustee
Patricia OsakiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Talkpath LiveCounselingPO BOX 1753, Vorohees, NJ 08043$116,768
Revenue and Support

Revenue Composition

Contributions and Grants
$13,888,306
Program Service Revenue
$0
Investment Income
$24,508
Other Revenue
$0
All Other Contributions
$5,244
Change in Net Assets
$183,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,912,814
Total Revenue per Audited Statements
$13,912,814
Total Revenue per Form 990
$13,912,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,772,813
Other Expenses$2,956,763
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,759,559$744,617-$7,504,176
Other Employee Benefits$2,204,650$266,289-$2,470,939
Fees for Services Other$855,664$151,700-$1,007,364
Current Officers, Directors, Trustees, and Key Employees-$527,498-$527,498
Occupancy$364,828$69,122-$433,950
Information Technology$232,000$44,118-$276,118
Payroll Taxes$242,890$27,310-$270,200
Conferences and Meetings$80,948$10,252-$91,200
Office Expenses$55,766$10,285-$66,051
Insurance$43,217$8,153-$51,370
Other Expenses$40,994$7,728-$48,722
All Other Expenses$32,622$6,093-$38,715
Depreciation Depletion$30,932$5,811-$36,743
Advertising$2,841$536-$3,377
Interest$661$129-$790
Total Functional Expenses$11,727,638$2,001,938$0$13,729,576

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,729,576
Total Expenses per Audited Statements$13,729,576
Total Expenses per Form 990$13,729,576
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$135,679
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 8B

“The organization does not have a committee with authorty to act on its behalf.”

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

“This return will be provided to all board memebers before the filing of the return.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Trivium Academy of Classical
EIN
45-3163780
Phone
8052911303
Address
1305 N H ST, LOMPOC, CA 93454

Signing Officer

Name
Trisha Vais
Title
Executive Director
Phone
8052911303
Signed
2025-11-11
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
149
Volunteers
5

Preparer

Firm
Silva & Silva Cpas
Address
3040 SATURN ST STE 107, BREA, CA 92821
Preparer
Lisa Silva CPA
Phone
7143224672
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Management believes that the organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 476 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.

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IRS990/Desc0TRIVIUM'S MISSION: IS TO OFFER THE BEST COMBINATION OF HOMESCHOOLING, CLASSROOM EXPERIENCE AND PERSONALIZED LEARNING. TRIVIUM FOCUSES ON CREATING AN ENGAGING SCHOOL EXPERIENCE WHETHER THE STUDENT IS IN THE CLASSROOM OR AT HOME. TRIVIUM WANTS THE STUDENTS TO ENJOY LEARNING WHILE MASTERING FOUNDATIONAL AND CRITICAL THINKING SKILLS. THIS EQUIPS THE STUDENTS WITH TOOLS TO BE SUCCESSFUL AT WHATEVER THEY CHOOSE TO DO IN THE FUTURE.TRIVIUM OPERATES 3 CHARTER SCHOOLS AND 5 LEARNING CENTERS SERVING APPROXIMATELY 1,000 STUDENTS THROUGHOUT SANTA BARBARA COUNTY AND SAN LUIS OBISPO COUNTIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5CLASSICAL TE
IRS990/Form990PartVIISectionAGrp/TitleTxt6STUDENT SUCC
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1DISTRICT OVERSIGHT FEES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3CAPITAL OUTLAY
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135679
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND THEREFORE IS NOT SUBJECT TO THE FORMAL COMPLIANCE WITH REVENUE PROCEDURE 75-50 AS LONG AS THE CHARTER AGREEMENT WITH THE STATE IS IN EFFECT. THE SCHOOL DOES INCLUDE INFORMATION REGARDING ITS NON-DISCRIMINATION PRACTICES IN ITS ENROLLMENT PACKAGES WHICH IS AVAILABLE ON THE SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL AID.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2CALIFORNIA STATE APPORTIONMENT INCOME BASED ON STUDENT ATTENDANCE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3BRIAN D SPIRITOSANTO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4WALTER HABERAECJER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5EMILY YERZY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6GINELLE LIBBY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1INTRUCTIONAL EXCELLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ENGLISH TEACHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4TEACHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5CLASSICAL TEACHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6STUDENT SUCCESS DIRE
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PARTICIPATES IN THE PUBLIC EMPLOYEE RETIREMENT SYSTEM OF CALIFORNIA AND STATE TEACHERS RETIREMENT SYSTEM, DEFINED BENEFIT PLANS, DUE TO THE SIZE AND VARIED PARTICIPANTS IN THIS PLAN THE ACTUARIAL VALUE IS NOT CALCULATED ON A PER EMPLOYEE BASIS. THE AMOUNT REPORTED IN COLUMN F REPRESENTS THE CASH CONTRIBUTION FOR THE YEAR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORTY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS RETURN WILL BE PROVIDED TO ALL BOARD MEMEBERS BEFORE THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS ADDRESS DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B

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