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Nonprofit · EIN 04-2683759

TRIVIUM SCHOOL

Tax-exempt · LANCASTER, MA 01523

Financials

$1.1M$849K2022$1.2M$996K2023$1.4M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of TRIVIUM SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,444,381$1,069,857$374,524$2,660,981$142,413$2,518,568
June 30, 2024990$1,237,428$995,701$241,727$2,290,767$149,252$2,141,515
June 30, 2023990$1,067,188$849,237$217,951$1,968,039$128,237$1,839,802
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$684,421
of which government grants
$224,597
Program service revenue
$661,117
Investment income
$98,843
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$77,119
Other salaries and wages
$580,080
Salaries, compensation and benefits (total)
$719,790
Professional fundraising fees
$0
Legal fees
$8,500
Accounting fees
$20,700
Depreciation
$72,349
Program services (functional)
$686,798
Management and general (functional)
$375,622
Fundraising (functional)
$7,437

Balance sheet and other

Total assets, start of year
$2,290,767
Total assets, end of year
$2,660,981
Total liabilities, end of year
$142,413
Net assets, end of year
$2,518,568
Land, buildings and equipment
$1,080,631
Publicly traded securities
$1,031,557
Net assets without donor restrictions
$2,417,668
Net assets with donor restrictions
$100,900
Gross unrelated business income
$661,117
Gross receipts
$1,444,381
Employees
19
Volunteers
1
Year formed
1979
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DR WILLIAM SCHMITTHEADMASTER/TREASURER
Officer
50$89,628
CARL SCHMITT ESQPRESIDENT
Trustee or director, Officer
2$0
MARK LANGLEYTRUSTEE
Trustee or director
1$0
JAMES GALLAGHERTRUSTEE
Trustee or director
1$0
EDWARD TURNERSECRETARY
Trustee or director, Officer
1$0
KENNETH KAULBACH ESQTRUSTEE
Trustee or director
1$0
JOSEPH FORKEY PHDTRUSTEE
Trustee or director
1$0
HEATHER FORKEY MDTRUSTEE
Trustee or director
1$0
CAROLINE TOWNSENDTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
DR WILLIAM SCHMITTHEADMASTER/TREASURER
Officer
50$89,629
CARL SCHMITT ESQPRESIDENT
Trustee or director, Officer
2$0
MARK LANGLEYTRUSTEE
Trustee or director
1$0
JAMES GALLAGHERTRUSTEE
Trustee or director
1$0
EDWARD TURNERSECRETARY
Trustee or director, Officer
1$0
KENNETH KAULBACH ESQTRUSTEE
Trustee or director
1$0
JOSEPH FORKEY PHDTRUSTEE
Trustee or director
1$0
HEATHER FORKEY MDTRUSTEE
Trustee or director
1$0
CAROLINE TOWNSENDTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
DR WILLIAM SCHMITTTREASURER H
Officer
50$76,250
MR CARL F SCHMITT ESQPRESIDENT
Trustee or director, Officer
2$0
MR KENNETH G KAULBACH ESQDIRECTOR
Trustee or director
1$0
DR HEATHER FORKEYDIRECTOR
Trustee or director
1$0
MR JOSEPH FORKEYDIRECTOR
Trustee or director
1$0
MR JAMES L GALLAGHERDIRECTOR
Trustee or director
1$0
MR EDWARD S TURNER IIIDIRECTOR
Trustee or director
1$0
MR MARK LANGLEYDIRECTOR
Trustee or director
1$0
MS CAROLINE TOWNSENDDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
471 LANGEN RD, LANCASTER, MA 01523-2530
Principal officer (990 for 2024)
DR WILLIAM SCHMITT, 471 LANGEN ROAD, LANCASTER, MA 01523
Signed the 990
DR WILLIAM SCHMITT, TREASURER, HEADMASTER
Phone
(978) 365-4795
Return prepared by
ALARIO & ASSOCIATES CPA PC

Mission

TRIVIUM SCHOOL GRADUATES YOUNG LADIES AND GENTLEMEN INFORMED AND PRACTICED IN THE PATHWAYS OF WHAT IS GOOD, TRUE AND BEAUTIFUL. THIS IS ACCOMPLISHED BY A RIGOROUS COURSE OF PRE-LIBERAL ARTS DISCIPLINES BASED ON THE CLASSICAL SEVEN LIBERAL ARTS AND ON THE FINE ARTS OF THE BEAUTIFUL. THESE STUDIES AIM AT ACQUIRING THE INTELLECTUAL HABITS OF LEARNING AND BEING INFORMED BY THE PERENNIAL PRINCIPLES AND IDEAS AT THE VERY CORE OF THE GRAECO-ROMAN, JUDEO-CHRISTIAN CULTURE. TRIVIUM IS A CATHOLIC SCHOOL LOYAL TO THE SACRED SCRIPTURES AND HOLY TRADITION AS MEDIATED BY THE MAGISTERIUM OF THE ROMAN CATHOLIC CHURCH.

990 for the year ended June 30, 2025

Program accomplishments

  • THE SCHOOL HAS BEEN GRADUATING CLASSES SINCE 1980 AND THE CLASS OF 2025 GRADUATED IN MAY 2025. OUR STUDENTS GO ON TO PURSUE ADVANCED EDUCATION, MILITARY ENLISTMENT AS WELL AS OTHER VOCATION RELATED AREAS.
    Expenses $686,798 · revenue $661,117

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-2683759
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1980
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,660,981
Income (IRS master file)
$1,444,381

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,444,381$1,069,857$2,660,981XML
990June 2024$1,237,428$995,701$2,290,767XML
990June 2023$1,067,188$849,237$1,968,039XML
990June 2022$1,420,635$753,163$1,993,272IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2683759).

Questions about TRIVIUM SCHOOL

What is the EIN of TRIVIUM SCHOOL?
The employer identification number (EIN) of TRIVIUM SCHOOL is 04-2683759.
Is TRIVIUM SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to TRIVIUM SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does TRIVIUM SCHOOL file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TRIVIUM SCHOOL due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRIVIUM SCHOOL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of TRIVIUM SCHOOL?
The 990 for the year ended June 30, 2025 names DR WILLIAM SCHMITT.
Who are the officers and directors of TRIVIUM SCHOOL?
The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $89,628 (DR WILLIAM SCHMITT, HEADMASTER/TREASURER).
How much revenue does TRIVIUM SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,444,381, expenses of $1,069,857 and total assets of $2,660,981 at year end.

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