Civic Intelligence

Trio Young Scholars Inc

EIN 88-1989226 • 501(c)3 • Oshkosh, WI

Profile

TRIO Young Scholars is a specialized learning environment for children diagnosed with autism or other developmental disabilities. Young Scholars is a DPI-registered, private, non-profit school for children entering kindergarten through 2nd grade. It is a stepping stone for children who have likely received one-on-one therapy prior to transitioning to a traditional school program.

2850 Universal StreetOshkosh, WI 54904

www.triolearning.com/trio-young-scholars

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.01x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-59%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$19,165

Down $27,680 (-59%) from 2024

Liabilities

Down

$1,679

Down $5,423 (-76%) from 2024

Net Assets

Down

$17,486

Down $22,257 (-56%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin24th percentile

Revenue

Down

$121,023

Down $24,075 (-17%) from 2024

Expenses

Up

$143,280

Up $24,862 (+21%) from 2024

Net Income

Down

-$22,257

Down $48,937 (-183%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$60K$40K$20K$0Assets 2024: $46,845Liabilities 2024: $7,102Net Assets 2024: $39,7432024Assets 2025: $19,165Liabilities 2025: $1,679Net Assets 2025: $17,4862025

Highlighted filing

2025

Assets$19,165
Liabilities$1,679
Net Assets$17,486
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2024: $145,098Expenses 2024: $118,418Net Income 2024: $26,6802024Revenue 2025: $121,023Expenses 2025: $143,280Net Income 2025: -$22,2572025

Highlighted filing

2025

Revenue$121,023
Expenses$143,280
Net Income-$22,257
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$19,165
Liabilities
$1,679
Net assets
$17,486
Revenue
$121,023
Expenses
$143,280
Net income
-$22,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.17$1.21$1.43$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.07$0.40$1.45$1.18$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$121,023
Mission and Program Overview

Mission

TRIO Young Scholars is a specialized learning environment for children diagnosed with autism or other developmental disabilities. Young Scholars is a DPI-registered, private, non-profit school for children entering kindergarten through 2nd grade. It is a stepping stone for children who have likely received one-on-one therapy prior to transitioning to a traditional school program.

Program Services

DescriptionGrantsExpenses
The purpose of TRIO Young Scholars is to provide a specialized learning environment for children diagnosed with developmental disabilities. The program is a starting point for children prior to transitioning to a traditional school.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Art RathjenSecretary-$0--
Taylor ReetzPresident-$0--
Jennifer JensenDirector-$0--
Julie KieferDirector-$0--
Gina KarauDirector-$0--
Joan WadeDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trio Young Scholars Inc
EIN
88-1989226
Phone
9202678350
Address
2850 Universal Street, Oshkosh, WI 54904

Signing Officer

Name
Taylor Reetz
Title
President
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
TSG Accounting LLC
Address
2065 S Washburn Street, Oshkosh, WI 54904
Preparer
Amy J Bargenquast CPA
Phone
9203032000
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $740”

Other Expenses.1

“Supplies $10755”

Other Expenses.2

“Repairs $9491”

Other Expenses.3

“Staff Development $100”

Other Expenses.4

“Licenses and Permits $54”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3500 Accounts Payable and Accrued Expenses - Ending $1679”

Total Liabilities.1

“Due to Related Party - Beginning $3602 Due to Related Party - Ending $0”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Angela Wade
IRS990EZ/BooksInCareOfDetail/PhoneNum09202033354
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02850 Universal Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oshkosh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054904
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046845
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019165
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043564
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22257
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt040176
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019165
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0121023
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017486
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039743
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017486
IRS990EZ/OccupancyRentUtltsAndMaintAmt015993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Art Rathjen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Taylor Reetz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Kiefer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gina Karau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joan Wade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRIO Young Scholars is a specialized learning environment for children diagnosed with autism or other developmental disabilities. Young Scholars is a DPI-registered, private, non-profit school for children entering kindergarten through 2nd grade. It is a stepping stone for children who have likely received one-on-one therapy prior to transitioning to a traditional school program.
IRS990EZ/ProgramServiceRevenueAmt077459
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The purpose of TRIO Young Scholars is to provide a specialized learning environment for children diagnosed with developmental disabilities. The program is a starting point for children prior to transitioning to a traditional school.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt065971
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07102
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01679
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0143280
IRS990EZ/TotalRevenueAmt0121023
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.triolearning.com/trio-young-scholars
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140779
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0144150
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020850
IRS990ScheduleA/Total509Grp/TotalAmt0144150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020850
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $10755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Repairs $9491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Development $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Licenses and Permits $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $3500 Accounts Payable and Accrued Expenses - Ending $1679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Due to Related Party - Beginning $3602 Due to Related Party - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Taylor Reetz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trio Young Scholars Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRIO
ReturnHeader/Filer/EIN0881989226
ReturnHeader/Filer/PhoneNum09202678350
ReturnHeader/Filer/USAddress/AddressLine1Txt02850 Universal Street
ReturnHeader/Filer/USAddress/CityNm0Oshkosh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262707852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TSG Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02065 S Washburn Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oshkosh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054904
ReturnHeader/PreparerPersonGrp/PhoneNum09203032000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy J Bargenquast CPA
ReturnHeader/ReturnTs02025-10-31T09:50:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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