Nonprofit · EIN 46-4479609
PORTICO EDUCATION FOUNDATION
Also known as TRIVIUM ACADEMY
Tax-exempt · FARMERS BRANCH, TX 75244
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $6,332,118 | $6,627,330 | -$295,212 | $14,489,376 | $12,858,797 | $1,630,579 |
| August 31, 2024 | 990 | $6,687,258 | $6,525,021 | $162,237 | $3,007,868 | $1,082,077 | $1,925,791 |
| August 31, 2023 | 990 | $6,300,111 | $6,363,459 | -$63,348 | $3,862,387 | $2,098,833 | $1,763,554 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $6,101,394
- of which government grants
- $5,936,886
- Program service revenue
- $209,532
- Investment income
- $21,192
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $100,000
- Other salaries and wages
- $3,362,377
- Salaries, compensation and benefits (total)
- $3,851,964
- Professional fundraising fees
- $0
- Legal fees
- $48,570
- Accounting fees
- $23,000
- Occupancy
- $1,644,044
- Travel
- $46,886
- Depreciation
- $4,029
- Program services (functional)
- $5,823,971
- Management and general (functional)
- $781,711
- Fundraising (functional)
- $21,648
Balance sheet and other
- Total assets, start of year
- $3,007,868
- Total assets, end of year
- $14,489,376
- Total liabilities, end of year
- $12,858,797
- Net assets, end of year
- $1,630,579
- Net assets without donor restrictions
- $1,630,579
- Gross receipts
- $6,332,118
- Employees
- 88
- Volunteers
- 100
- Year formed
- 2014
- State of legal domicile
- TX
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERYL BRADLEY | SUPERINTENDENT Officer | 40 | $83,966 |
| MARCI ROE | President Trustee or director, Officer | 1 | $0 |
| ELIZABETH SMITH | Secretary Trustee or director, Officer | 1 | $0 |
| ERICA TUSCANO | BOARD MEMBER Trustee or director | 1 | $0 |
| KARAN PARRACK | BOARD MEMBER Trustee or director | 1 | $0 |
| THAD FENTON | Treasurer Trustee or director, Officer | 1 | $0 |
| JERI WOLFE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERYL BRADLEY | SUPERINTENDENT Officer | 40 | $100,441 |
| MARCI ROE | President Trustee or director, Officer | 1 | $0 |
| ELIZABETH SMITH | Secretary Trustee or director, Officer | 1 | $0 |
| ERICA TUSCANO | BOARD MEMBER Trustee or director | 1 | $0 |
| KARAN PARRACK | BOARD MEMBER Trustee or director | 1 | $0 |
| THAD FENTON | Treasurer Trustee or director, Officer | 1 | $0 |
990 for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCI ROE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ELIZABETH SMITH | SECRETARY Trustee or director, Officer | 1 | $0 |
| ERICA TUSCANO | BOARD MEMBER Trustee or director | 1 | $0 |
| KARAN PARRACK | BOARD MEMBER Trustee or director | 1 | $0 |
| THAD FENTON | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14240 MIDWAY RD, FARMERS BRANCH, TX 75244-3687
- In care of
- % SHERYL BRADLEY
- Mailing address (990-N for 2015)
- 1731 Monaco Dr, Allen TX 75002
- Principal officer (990 for 2024)
- SHERYL BRADLEY, 14240 MIDWAY ROAD 200, FARMERS BRANCH, TX 75244
- Principal officer (990-N for 2015)
- Sheryl Bradley, 1731 Monaco Dr, Allen TX 75002
- Signed the 990
- MARCI ROE, President
- Phone
- (469) 854-9007
- Return prepared by
- Sutton Frost Cary LLP
Mission
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.
Program accomplishments
- 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.Expenses $5,823,971 · revenue $209,532
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 46-4479609
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B01)
- Assets (IRS master file)
- $14,489,376
- Income (IRS master file)
- $6,332,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $6,332,118 | $6,627,330 | $14,489,376 | XML |
| 990 | August 2024 | $6,687,258 | $6,525,021 | $3,007,868 | XML |
| 990 | August 2023 | $6,300,111 | $6,363,459 | $3,862,387 | XML |
| 990 | August 2022 | $6,494,366 | $6,525,642 | $2,605,593 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Sheryl Bradley | December 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-4479609).
Questions about PORTICO EDUCATION FOUNDATION
- What is the EIN of PORTICO EDUCATION FOUNDATION?
- The employer identification number (EIN) of PORTICO EDUCATION FOUNDATION is 46-4479609.
- Is PORTICO EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to PORTICO EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTICO EDUCATION FOUNDATION 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 PORTICO EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTICO EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of PORTICO EDUCATION FOUNDATION?
- The 990 for the year ended August 31, 2025 names SHERYL BRADLEY.
- Who are the officers and directors of PORTICO EDUCATION FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $83,966 (SHERYL BRADLEY, SUPERINTENDENT).
- How much revenue does PORTICO EDUCATION FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $6,332,118, expenses of $6,627,330 and total assets of $14,489,376 at year end.
Other nonprofits in FARMERS BRANCH
- ON EAGLES WINGS INC EIN 75-2616002 · last filed 990 for 2024
- FRESHQUE NONPROFIT ORGANIZATION EIN 82-4348032 · last filed 990 for 2024
- WITHIM FOUNDATION EIN 27-1491723 · last filed 990-PF for 2024
- GIRLS ON THE RUN OF THE DFW METROPLEX EIN 20-3052848 · last filed 990 for 2025
- KINDRED BOX INC EIN 83-2862153 · last filed 990-EZ for 2025
- PTA TEXAS CONGRESS EIN 36-4682604 · last filed 990-N for 2025
- ASIAN PACIFIC AMERICAN INTERNAL REVENUE EMPLOYEES EIN 02-0649134 · last filed 990-N for 2024
- CHILDREN R US INC EIN 81-4972292 · last filed 990-N for 2025