Nonprofit · EIN 45-3163780
TRIVIUM ACADEMY OF CLASSICAL EDUCATION
Also known as TRIVIUM CHARTER
Tax-exempt · ARROYO GRANDE, CA 93420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,912,814 | $13,729,576 | $183,238 | $3,395,769 | $1,539,959 | $1,855,810 |
| June 30, 2024 | 990 | $12,290,247 | $12,193,922 | $96,325 | $3,955,274 | $2,282,702 | $1,672,572 |
| June 30, 2023 | 990 | $10,890,635 | $10,516,273 | $374,362 | $3,634,122 | $2,057,875 | $1,576,247 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,888,306
- of which government grants
- $13,883,062
- Program service revenue
- $0
- Investment income
- $24,508
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $527,498
- Other salaries and wages
- $7,504,176
- Salaries, compensation and benefits (total)
- $10,772,813
- Professional fundraising fees
- $0
- Occupancy
- $433,950
- Depreciation
- $36,743
- Program services (functional)
- $11,727,638
- Management and general (functional)
- $2,001,938
Balance sheet and other
- Total assets, start of year
- $3,955,274
- Total assets, end of year
- $3,395,769
- Total liabilities, end of year
- $1,539,959
- Net assets, end of year
- $1,855,810
- Land, buildings and equipment
- $173,222
- Net assets without donor restrictions
- $1,855,810
- Gross receipts
- $13,912,814
- Employees
- 149
- Volunteers
- 5
- Year formed
- 2011
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA VAIS | EXECUTIVE DI Officer | 40 | $184,280 | $15,697 |
| TASHA DOCKERY | INTRUCTIONAL Highest-paid employee | 40 | $162,619 | $35,409 |
| SARAH BRUCE | SECRETARY Trustee or director, Officer | 40 | $150,074 | $37,986 |
| BRIAN D SPIRITOSANTO | ENGLISH TEAC Highest-paid employee | 40 | $149,708 | $33,879 |
| WALTER HABERAECJER | TEACHER Highest-paid employee | 40 | $153,818 | $22,591 |
| EMILY YERZY | CLASSICAL TE Highest-paid employee | 40 | $133,229 | $38,012 |
| GINELLE LIBBY | STUDENT SUCC Highest-paid employee | 40 | $135,208 | $21,695 |
| ANNETTE LAWRENCE | PRESIDENT Trustee or director, Officer | 40 | $120,455 | $18,736 |
| MARGARET OGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PATRICIA OSAKI | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KIMBERLY PICK | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA VAIS | EXECUTIVE DIRECTOR Officer | 40 | $164,839 | $21,966 |
| SARAH BRUCE | SECRETARY Trustee or director, Officer | 40 | $135,508 | $20,734 |
| ANNETTE LAWRENCE | PRESIDENT Trustee or director, Officer | 40 | $103,413 | $49,875 |
| WALTER HABERAECKER | TEACHER Highest-paid employee | 40 | $130,647 | $19,625 |
| BRIAN D SPIRITOSANTO | ENGLISH TEACHER Highest-paid employee | 40 | $121,911 | $24,186 |
| TASHA DOCKERY | INSTRUCTIONAL EXCELLENCE D Highest-paid employee | 40 | $131,824 | $13,630 |
| EMILY YERZY | CLASSICAL TEACHER Highest-paid employee | 40 | $110,234 | $33,282 |
| GINELLE LIBBY | STUDENT SUCCESS DIRECTOR Highest-paid employee | 40 | $115,417 | $8,100 |
| PATRICIA OSAKI | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KIMBERLY PICK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARGARET OGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA VAIS | EXECUTIVE DIRECTOR Officer | 40 | $151,967 | $16,622 |
| SARAH BRUCE | SECRETARY Trustee or director, Officer | 40 | $128,677 | $37,539 |
| TASHA DOCKERY | INSTRUCTIONAL EXCELLENCE DIRECTOR Highest-paid employee | 40 | $122,470 | $31,132 |
| STEVEN KEPHART | OPERATIONS DIRECTOR Highest-paid employee | 40 | $134,243 | $16,418 |
| GINELLE LIBBY | STUDENT SUCCESS DIRECTOR Highest-paid employee | 40 | $116,548 | $29,684 |
| EMILY YERZY | CLASSICAL TEACHER Highest-paid employee | 40 | $100,658 | $38,310 |
| KATELYN BUNCH | CLASSICAL TEACHER Highest-paid employee | 40 | $100,931 | $36,787 |
| ANNETTE LAWRENCE | PRESIDENT Trustee or director, Officer | 40 | $101,850 | $30,616 |
| PATRICIA OSAKI | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KIMBERLY PICK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARGARET OGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 207 PILGRIM WAY, ARROYO GRANDE, CA 93420-4014
- Principal officer (990 for 2024)
- TRISHA VAIS
- Signed the 990
- TRISHA VAIS, EXECUTIVE DIRECTOR
- Phone
- (805) 291-1303
- Website
- WWW.TRIVIUMCHARTER.ORG
- Return prepared by
- SILVA & SILVA CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 45-3163780 or by the name TRIVIUM ACADEMY OF CLASSICAL EDUCATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TRIVIUM CHARTER SCHOOL IS COMMITTED TO DEVELOPONG A PERSONALIZED LEARNING
Program accomplishments
- TRIVIUM'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.Expenses $11,727,638
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3163780
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $3,395,769
- Income (IRS master file)
- $13,912,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,912,814 | $13,729,576 | $3,395,769 | XML |
| 990 | June 2024 | $12,290,247 | $12,193,922 | $3,955,274 | XML |
| 990 | June 2023 | $10,890,635 | $10,516,273 | $3,634,122 | XML |
| 990 | June 2022 | $10,405,145 | $10,597,917 | $3,230,924 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 45-3163780).
Questions about TRIVIUM ACADEMY OF CLASSICAL EDUCATION
- What is the EIN of TRIVIUM ACADEMY OF CLASSICAL EDUCATION?
- The employer identification number (EIN) of TRIVIUM ACADEMY OF CLASSICAL EDUCATION is 45-3163780.
- Is TRIVIUM ACADEMY OF CLASSICAL EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to TRIVIUM ACADEMY OF CLASSICAL EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRIVIUM ACADEMY OF CLASSICAL EDUCATION 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 ACADEMY OF CLASSICAL EDUCATION 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 ACADEMY OF CLASSICAL EDUCATION 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 ACADEMY OF CLASSICAL EDUCATION?
- The 990 for the year ended June 30, 2025 names TRISHA VAIS.
- Who are the officers and directors of TRIVIUM ACADEMY OF CLASSICAL EDUCATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 8 received compensation from the organization, the highest $184,280 (TRISHA VAIS, EXECUTIVE DI).
- How much revenue does TRIVIUM ACADEMY OF CLASSICAL EDUCATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,912,814, expenses of $13,729,576 and total assets of $3,395,769 at year end.
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