Civic Intelligence

Portico Education Foundation

EIN 46-4479609 • 501(c)3 • Carrollton, TX

Profile

Trivium academy provides a classical education for the modern world that trains children to be lifelong 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.

2205 E Hebron PkwyCarrollton, TX 75010

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.10x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

12%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$3,007,868

Down $854,519 (-22%) from 2023

Liabilities

Down

$1,082,077

Down $1,016,756 (-48%) from 2023

Net Assets

Up

$1,925,791

Up $162,237 (+9.2%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin35th percentile

Revenue

Up

$6,687,258

Up $387,147 (+6.1%) from 2023

Expenses

Up

$6,525,021

Up $161,562 (+2.5%) from 2023

Net Income

Up

$162,237

Up $225,585 (+356%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $933,966Liabilities 2017: $122,136Net Assets 2017: $811,8302017Assets 2018: $1,558,630Liabilities 2018: $369,084Net Assets 2018: $1,189,5462018Assets 2019: $2,371,186Liabilities 2019: $371,482Net Assets 2019: $1,999,7042019Assets 2020: $2,167,382Liabilities 2020: $183,971Net Assets 2020: $1,983,4112020Assets 2021: $2,396,287Liabilities 2021: $411,973Net Assets 2021: $1,984,3142021Assets 2022: $2,605,593Liabilities 2022: $652,555Net Assets 2022: $1,953,0382022Assets 2023: $3,862,387Liabilities 2023: $2,098,833Net Assets 2023: $1,763,5542023Assets 2024: $3,007,868Liabilities 2024: $1,082,077Net Assets 2024: $1,925,7912024

Highlighted filing

2024

Assets$3,007,868
Liabilities$1,082,077
Net Assets$1,925,791
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $3,449,504Expenses 2017: $2,677,006Net Income 2017: $772,4982017Revenue 2018: $5,061,503Expenses 2018: $4,683,787Net Income 2018: $377,7162018Revenue 2019: $5,438,504Expenses 2019: $4,628,346Net Income 2019: $810,1582019Revenue 2020: $5,002,682Expenses 2020: $5,018,975Net Income 2020: -$16,2932020Revenue 2021: $5,783,858Expenses 2021: $5,782,955Net Income 2021: $9032021Revenue 2022: $6,494,366Expenses 2022: $6,525,642Net Income 2022: -$31,2762022Revenue 2023: $6,300,111Expenses 2023: $6,363,459Net Income 2023: -$63,3482023Revenue 2024: $6,687,258Expenses 2024: $6,525,021Net Income 2024: $162,2372024

Highlighted filing

2024

Revenue$6,687,258
Expenses$6,525,021
Net Income$162,237
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,007,868
Liabilities
$1,082,077
Net assets
$1,925,791
Revenue
$6,687,258
Expenses
$6,525,021
Net income
$162,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$1.08$1.93$6.69$6.53$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.86$2.10$1.76$6.30$6.36$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.65$1.95$6.49$6.53$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.41$1.98$5.78$5.78$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.18$1.98$5.00$5.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.37$2.00$5.44$4.63$0.81
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.37$1.19$5.06$4.68$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.12$0.81$3.45$2.68$0.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$6,687,258
Mission and Program Overview

Mission

Trivium academy provides a classical education for the modern world that trains children to be lifelong 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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,403,860$1,383,686▼ $20,174
Pledges and Grants Receivable$689,714$733,223▲ $43,509
Prepaid Expenses and Deferred Charges$99,967$96,435▼ $3,532
Savings and Temporary Cash Investments-$10,136-
Accounts Receivable$5,588$0▼ $5,588
Land, Buildings, and Equipment, Net$12,470$4,029▼ $8,441
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,862,387$3,007,868▼ $854,519
Other Assets Total$1,650,788$780,359▼ $870,429
Liabilities
Other Liabilities$1,595,789$725,359▼ $870,430
Accounts Payable and Accrued Expenses$461,493$356,718▼ $104,775
Deferred Revenue$41,551--
Total Liabilities$2,098,833$1,082,077▼ $1,016,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,763,554$1,925,791▲ $162,237
Total Net Assets Fund Balance$1,763,554$1,925,791▲ $162,237
Total Liabilities and Net Assets / Fund Balance$3,862,387$3,007,868▼ $854,519

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,029$27,908$31,937
Other Assets Org$725,359--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Sheryl BradleySuperintendentFT$100,441$100,441

Board Members and Trustees

NameTitle
Marci RoePresident
Erica TuscanoBoard Member
Karan ParrackBoard Member
Elizabeth SmithSecretary
Thad FentonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Swing Education INCSubstitute Teachers548 MARKET ST 88403, San Francisco, CA 94104$111,134
Prime Facility Maintenance INCJanitorial Services2081 HUTTON DR 309, Carrollton, TX 75010$109,051
Revenue and Support

Revenue Composition

Contributions and Grants
$6,394,199
Program Service Revenue
$292,933
Investment Income
$126
Other Revenue
$0
All Other Contributions
$23,030
Change in Net Assets
$162,237

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,687,258
Revenue Not Reported on Form 990
$248,803
Total Revenue per Audited Statements
$6,936,061
Total Revenue per Form 990
$6,687,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,306,856
Other Expenses$2,218,165
Total Fundraising Expense$25,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,302,356$455,145-$3,757,501
Occupancy$1,015,734$428-$1,016,162
Fees for Services Other$584,969$161,753$14,834$761,556
Pension Plan Contributions$205,186$20,360-$225,546
Other Employee Benefits$148,130$15,298-$163,428
Current Officers, Directors, Trustees, and Key Employees$88,947$12,129-$101,076
Payroll Taxes$52,927$6,378-$59,305
Travel$52,879--$52,879
Other Expenses$21,677$13,853$4,708$40,238
Insurance$30,690--$30,690
Fees for Services Legal-$28,919-$28,919
Fees for Services Accounting-$20,925-$20,925
Depreciation Depletion$8,442--$8,442
Total Functional Expenses$5,759,176$740,138$25,707$6,525,021

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,773,824
Expenses per Audited Statements$6,525,021
Total Expenses per Form 990$6,525,021
Expenses Not Reported on Form 990$248,803
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$725,359
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 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
Yes
Other officer compensation reviewed
Yes
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 11B

“The form 990 is reviewed by management and board members and is approved by the board prior to filing.”

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

“We monitor every new vendor to establish that there is not a conflict of interest and require officers to disclose any new conflict of interest as it arises.”

Form 990, Part VI, Section B, Line 15A

“In the charter application process, comparability data was required for all positions. This application was reviewed and approved by members of the texas education agency and the state board of education. The portico board annually reviews and approves the current salary schedules.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Portico Education Foundation
EIN
46-4479609
Phone
9725676835
Address
2205 E HEBRON PKWY, CARROLLTON, TX 75010

Signing Officer

Name
Marci Roe
Title
President
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheryl Bradley
Formed
2014
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
88
Volunteers
100

Preparer

Firm
Sutton Frost Cary LLP
Address
200 E Front St Suite 200, Arlington, TX 76011
Preparer
Carroll Elizabeth Arnott
Phone
8176498083
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Academy is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code except to the extent it has unrelated business income. The Academy had no unrelated business income for the years ended August 31, 2024. Accordingly, no provision has been made for federal income tax.GAAP requires the evaluation of tax positions taken in the course of preparing the Academys tax returns and recognition of a tax liability (or asset) if the Academy has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Academy, and has concluded that as of August 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 451 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/MissionDesc0TRIVIUM 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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IRS990/PrincipalOfficerNm0SHERYL BRADLEY
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET OPERATING LEASE NET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0725359
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Academy is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code except to the extent it has unrelated business income. The Academy had no unrelated business income for the years ended August 31, 2024. Accordingly, no provision has been made for federal income tax.GAAP requires the evaluation of tax positions taken in the course of preparing the Academys tax returns and recognition of a tax liability (or asset) if the Academy has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Academy, and has concluded that as of August 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NON-DISCRIMINATION POLICY IS PART OF THE ADMISSION AND ENROLLMENT POLICY WHICH IS POSTED ONLIN AND ON EACH STUDENT APPLICATION FORM.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1FOUNDATION SCHOOL PROGRAM FUNDS AND FEDERAL GOVT PROGRAMS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY MANAGEMENT AND BOARD MEMBERS AND IS APPROVED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE MONITOR EVERY NEW VENDOR TO ESTABLISH THAT THERE IS NOT A CONFLICT OF INTEREST AND REQUIRE OFFICERS TO DISCLOSE ANY NEW CONFLICT OF INTEREST AS IT ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN THE CHARTER APPLICATION PROCESS, COMPARABILITY DATA WAS REQUIRED FOR ALL POSITIONS. THIS APPLICATION WAS REVIEWED AND APPROVED BY MEMBERS OF THE TEXAS EDUCATION AGENCY AND THE STATE BOARD OF EDUCATION. THE PORTICO BOARD ANNUALLY REVIEWS AND APPROVES THE CURRENT SALARY SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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