Civic Intelligence

Trinity Academy of Portland

EIN 85-0767110 • 501(c)3 • Portland, OR

Profile

The mission of trinity academy of portland is to educate middle and high school students within a joyful christian school culture marked by the discovery of truth, the practice of goodness, the creation of beauty, and the development of intellectual and aesthetic habits of mind.

7424 N Mississippi AvePortland, OR 97217

www.trinityacademyportland.org

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% 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

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$140,216

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

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

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Up

$13,963,446

Up $2,269,326 (+19%) from 2024

Liabilities

Up

$456,845

Up $203,108 (+80%) from 2024

Net Assets

Up

$13,506,601

Up $2,066,218 (+18%) from 2024

Revenue

Up

$4,163,603

Up $1,439,361 (+53%) from 2024

Expenses

Up

$2,254,890

Up $151,139 (+7.2%) from 2024

Net Income

Up

$1,908,713

Up $1,288,222 (+208%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2021: $3,613,648Liabilities 2021: $55,676Net Assets 2021: $3,557,9722021Assets 2022: $10,514,607Liabilities 2022: $107,351Net Assets 2022: $10,407,2562022Assets 2023: $10,955,871Liabilities 2023: $391,561Net Assets 2023: $10,564,3102023Assets 2024: $11,694,120Liabilities 2024: $253,737Net Assets 2024: $11,440,3832024Assets 2025: $13,963,446Liabilities 2025: $456,845Net Assets 2025: $13,506,6012025

Highlighted filing

2025

Assets$13,963,446
Liabilities$456,845
Net Assets$13,506,601

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2021: $4,891,938Expenses 2021: $1,337,930Net Income 2021: $3,554,0082021Revenue 2022: $8,809,204Expenses 2022: $1,617,141Net Income 2022: $7,192,0632022Revenue 2023: $1,727,659Expenses 2023: $1,760,864Net Income 2023: -$33,2052023Revenue 2024: $2,724,242Expenses 2024: $2,103,751Net Income 2024: $620,4912024Revenue 2025: $4,163,603Expenses 2025: $2,254,890Net Income 2025: $1,908,7132025

Highlighted filing

2025

Revenue$4,163,603
Expenses$2,254,890
Net Income$1,908,713

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 13, 2026
Return Version
2024v5.5
Gross Receipts
$8,439,965
Mission and Program Overview

Mission

The mission of trinity academy of portland is to educate middle and high school students within a joyful christian school culture marked by the discovery of truth, the practice of goodness, the creation of beauty, and the development of intellectual and aesthetic habits of mind.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,427,474$6,523,832▲ $96,358
Investments in Publicly Traded Securities$4,062,908$5,357,452▲ $1,294,544
Pledges and Grants Receivable$841,081$1,486,916▲ $645,835
Savings and Temporary Cash Investments$325,460$196,149▼ $129,311
Prepaid Expenses and Deferred Charges$27,947$22,446▼ $5,501
Accounts Receivable$2,444$8,380▲ $5,936
Total Assets$11,694,120$13,963,446▲ $2,269,326
Other Assets Total$6,806$368,271▲ $361,465
Liabilities
Other Liabilities$6,915$373,687▲ $366,772
Accounts Payable and Accrued Expenses$212,122$53,626▼ $158,496
Deferred Revenue$34,700$29,532▼ $5,168
Total Liabilities$253,737$456,845▲ $203,108
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,371,274$7,329,486▲ $2,958,212
Net Assets Without Donor Restrictions$7,069,109$6,177,115▼ $891,994
Total Net Assets Fund Balance$11,440,383$13,506,601▲ $2,066,218
Total Liabilities and Net Assets / Fund Balance$11,694,120$13,963,446▲ $2,269,326

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,185,250-$4,185,250
Other Land Buildings$2,291,740-$2,291,740
Buildings$46,842$6,608$53,450
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joannah Clark Ex OfficioHead of SchoolFT$130,233$9,983$140,216
John Kurdelak Ex OfficioExecutive DirectorFT$130,233$9,983$140,216

Board Members and Trustees

NameTitle
Steve HansenPresident
Hilary ShrevesVice President/ Secretary
Carson BowlerBoard Member
Elisabeth MesquitBoard Member
Jeannie DangBoard Member
Merrit QuarumBoard Member
Mike KueberBoard Member
Toby ClairmontBoard Member
Tom CookBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Soderstrom ArchitectsArchitectural For New Building1200 NW NAITO PARKWAY SUITE 410, Portland, OR 97209$267,578
3 Kings EnvironmentalContractor For Building DemolitionPO BOX 280, Battle Ground, WA 98604$190,187
Revenue and Support

Revenue Composition

Contributions and Grants
$3,783,356
Program Service Revenue
$1,210,236
Investment Income
$-900,332
Other Revenue
$70,343
All Other Contributions
$3,623,466
Change in Net Assets
$1,908,713

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,162,954
Revenue Not Reported on Financial Statements
$649
Revenue Not Reported on Form 990
$157,505
Total Revenue per Audited Statements
$4,320,459
Total Revenue per Form 990
$4,163,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,599,689
Other Expenses$655,201
Total Fundraising Expense$238,926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$867,724$66,446$125,887$1,060,057
Occupancy$294,528$24,256$6,747$325,531
Current Officers, Directors, Trustees, and Key Employees$163,648$85,380$35,576$284,604
Payroll Taxes$89,808$12,830$13,996$116,634
Other Employee Benefits$82,769$9,062$12,450$104,281
Fees for Services Other$8,126$26,327$63$34,516
Pension Plan Contributions$27,811$2,248$4,054$34,113
Office Expenses$23,449$6,707$2,744$32,900
Insurance$24,583$3,512$3,831$31,926
Fees for Services Accounting-$20,000-$20,000
All Other Expenses$8,564$2,109$3,135$13,808
Fees for Services Legal-$9,951-$9,951
Other Expenses$4,091$584$4,017$8,692
Advertising$5,328$761$830$6,919
Fees for Service Investment Mgmnt Fees-$649-$649
Total Functional Expenses$1,727,267$288,697$238,926$2,254,890

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,254,890
Expenses per Audited Statements$2,254,241
Total Expenses per Audited Statements$2,254,241
Expenses Not Reported on Financial Statements$649
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,919
Fundraising Gross Income$7,040
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Now$140,844$7,000$10,380$-3,380
FRIENDS' SCHOLARSHIP BREAKFAST$26,086$40$1,582$-1,542
Total Events$166,930$7,040$52,919$-45,879
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-SISTER OF OFFICER: HILARY SHREVES, BOARD VICE PRESIDENT/SECRETARYCompensation for Services as Head of SchoolNo$132,000
-SPOUSE OF OFFICER: JOANNAH CLARK, HEAD OF SCHOOLCompensation for Services as Operations Director/ TeacherNo$59,783
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$373,687
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
Yes
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 A, Line 2

Board vice president and secretary hilary shreves is the sister of the head of school joannah clark.

Form 990, Part VI, Section A, Line 8B

Some notes are generally taken, but it is not as formalized as the board minutes. Where board decisions are required, the relevant committee presents recommendations to the full board, and the full board makes necessary decisions.

Form 990, Part VI, Section B, Line 11B

Form 990 was provided to the board finance committee electronically for review and then made available to the full board prior to filing.

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

Board members sign a conflict of interest disclosure form annually

Form 990, Part VI, Section B, Line 15

A board compensation committee established a pay scale for most employees, which was adopted by the board. The executive committee made a recommendation for executive staff salaries, which was approved by the board.

Form 990, Part VI, Section C, Line 19

Requests for copies of governing documents are considered by the board and/or executive staff.

Filing and Contact Details

Filer

Filer Name
Trinity Academy of Portland
EIN
85-0767110
Phone
5035679559
Address
7424 N MISSISSIPPI AVE, PORTLAND, OR 97217

Signing Officer

Name
John a Kurdelak
Title
Executive Director
Phone
5035679559
Signed
2026-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John a Kurdelak
Formed
2020
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
28
Volunteers
70

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Karin S Wandtke
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Mind. Our vision in partnership with christ, we desire to equip students to live flourishing lives in service of god and others. Our community of learners engages in the rigorous exploration of reality, the free and disciplined exchange of ideas, and active participation in the fine arts. We aim to serve students from a wide range of socioeconomic backgrounds. Our core values christian unity - trinity academy is committed to bringing christians together across churches and denominations in the life and work of our school. We aim to provide an education within a rich and authentic christian culture that supports parents in their efforts to foster faith in their children. Our curriculum includes study of the christian scriptures and sacred doctrine, and students attend daily morning prayer where faculty members bear witness to their life in christ. Human awakening - we believe that education is an awakening to reality and that learning is worth doing for its own sake. Rather than training students for particular vocations, we equip them with the habits of mind that will help them seek and love the truth and act as the agents of their own learning. All students undertake a general course of study that includes mathematics, the natural sciences, humanities, and the fine arts. The end goal of our education is a sense of wonder for the world and its mystery. Direct exploration - we believe that learning begins in a direct experience. Our students read and discuss original texts, perform and compose music, encounter the natural world through observation, and act on stage. They are encouraged to think critically, and our classrooms foster exploration that is free, disciplined, and collaborative. Rooted in tradition - we provide a liberal arts education derived from the western, christian tradition. The foundational texts and questions of this tradition provide a coherent starting place for the pursuit of truth and a deepening of the moral imagination. They comprise the backbone of our humanities curriculum. Learning in community - we believe that learning is an essentially communal act. The faculty lead our community of learners, modeling learning as a lifelong activity and inviting students to join them in this endeavor. Students are drawn into a community shaped by mutual care, deep friendship, and the shared commitments fundamental to the project of learning. We keep our classes small, prohibit cell phone use on campus, and encourage one another in our common pursuit of excellence. Updated version approved by the trinity academy of portland board of trustees on november 11, 2024.

Part III, Line 1

The process for financial oversight has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization follows the provision of fasb asc topic 740 of accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.

Raw XML AppendixShowing 400 of 543 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/ActivityOrMissionDesc0THE MISSION OF TRINITY ACADEMY OF PORTLAND IS TO EDUCATE MIDDLE AND HIGH SCHOOL STUDENTS WITHIN A JOYFUL CHRISTIAN SCHOOL CULTURE MARKED BY THE DISCOVERY OF TRUTH, THE PRACTICE OF GOODNESS, THE CREATION OF BEAUTY, AND THE DEVELOPMENT OF INTELLECTUAL AND AESTHETIC HABITS OF MIND.
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IRS990/Desc0TRINITY ACADEMY OF PORTLAND EDUCATES STUDENTS IN GRADES 6-12, USING A PROVEN AND RIGOROUS CURRICULUM THAT COMBINES: A SEMINAR-BASED CLASSICAL HUMANITIES PROGRAM THAT INCLUDES SUBSTANTIAL DISCUSSION AND ANALYTICAL WRITING ABOUT ORIGINAL TEXTS; A RIGOROUS AND ADVANCED MATH AND SCIENCE PROGRAM THAT INTEGRATES UPPER-LEVEL CALCULUS AND PHYSICS WITH COMPUTER PROGRAMMING; AND A PARTICIPATION-BASED ARTS PROGRAM, INCLUDING STUDIO ART, ART HISTORY, MUSIC PERFORMANCE, MUSIC THEORY, AND MUSIC COMPOSITION. ALL STUDENTS COMPLETE THE SAME RIGOROUS ACADEMIC PROGRAM. SPECIAL EMPHASIS IS PLACED ON BUILDING AND MAINTAINING A RICH AND SUPPORTIVE CULTURE OF LEARNING, BASED ON THE SCHOOL'S ECUMENICAL CHRISTIAN IDENTITY. DURING THE 2024-25 ACADEMIC YEAR, TRINITY ACADEMY OF PORTLAND ENROLLED 118 STUDENTS, ABOUT HALF WHO RECEIVED NEED BASED SCHOLARSHIP AID.
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE MISSION OF TRINITY ACADEMY OF PORTLAND IS TO EDUCATE MIDDLE AND HIGH SCHOOL STUDENTS WITHIN A JOYFUL CHRISTIAN SCHOOL CULTURE MARKED BY THE DISCOVERY OF TRUTH, THE PRACTICE OF GOODNESS, THE CREATION OF BEAUTY, AND THE DEVELOPMENT OF INTELLECTUAL AND AESTHETIC HABITS OF
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE PROVISION OF FASB ASC TOPIC 740 OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00

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