TRINITY ACADEMY OF PORTLAND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TRINITY ACADEMY OF PORTLAND (EIN 85-0767110)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-15
IRS object ID
202640749349300464
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-15T18:47:20-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930900579PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD JACOBS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1121 SW SALMON ST STE 1100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN850767110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINITY ACADEMY OF PORTLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRINBusinessNameControlTxt
Phone5035679559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17424 N MISSISSIPPI AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A KURDELAKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5035679559PhoneNum
Signature2026-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARIN S WANDTKEPreparerPersonNm
PTINP00172715PTIN
Phone5032270581PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN A KURDELAKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17424 N MISSISSIPPI AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97217ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,439,965GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TRINITYACADEMYPORTLAND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2020FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee28TotalEmployeeCnt
Total Volunteers70TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,229,756PYContributionsGrantsAmt
CY Contributions Grants$3,783,356CYContributionsGrantsAmt
PY Program Service Revenue$1,019,286PYProgramServiceRevenueAmt
CY Program Service Revenue$1,210,236CYProgramServiceRevenueAmt
PY Investment Income$120,686PYInvestmentIncomeAmt
CY Investment Income-$900,332CYInvestmentIncomeAmt
PY Other Revenue$354,514PYOtherRevenueAmt
CY Other Revenue$70,343CYOtherRevenueAmt
PY Total Revenue$2,724,242PYTotalRevenueAmt
CY Total Revenue$4,163,603CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,483,558PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,599,689CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$238,926CYTotalFundraisingExpenseAmt
PY Other Expenses$620,193PYOtherExpensesAmt
CY Other Expenses$655,201CYOtherExpensesAmt
PY Total Expenses$2,103,751PYTotalExpensesAmt
CY Total Expenses$2,254,890CYTotalExpensesAmt
PY Revenues Less Expenses$620,491PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,908,713CYRevenuesLessExpensesAmt
Total Assets BOY$11,694,120TotalAssetsBOYAmt
Total Assets EOY$13,963,446TotalAssetsEOYAmt
Total Liabilities BOY$253,737TotalLiabilitiesBOYAmt
Total Liabilities EOY$456,845TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,440,383NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,506,601NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 OFMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,727,267ExpenseAmt
Revenue$1,210,236RevenueAmt
DescTRINITY 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.Desc
Total Program Service Expenses$1,727,267TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document21IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee28EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN KURDELAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5035679559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17424 N MISSISSIPPI AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97217ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE HANSEN
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
HILARY SHREVES
VICE PRESIDENT/ SECRETARY4.00Yes (X)Yes (X)$0$0$0
MIKE KUEBER
BOARD MEMBER2.00Yes (X)$0$0$0
CARSON BOWLER
BOARD MEMBER3.00Yes (X)$0$0$0
ELISABETH MESQUIT
BOARD MEMBER3.00Yes (X)$0$0$0
MERRIT QUARUM
BOARD MEMBER3.00Yes (X)$0$0$0
TOBY CLAIRMONT
BOARD MEMBER3.00Yes (X)$0$0$0
JEANNIE DANG
BOARD MEMBER3.00Yes (X)$0$0$0
TOM COOK
BOARD MEMBER3.00Yes (X)$0$0$0
JOHN KURDELAK EX OFFICIO
EXECUTIVE DIRECTOR40.00Yes (X)$130,233$0$9,983
JOANNAH CLARK EX OFFICIO
HEAD OF SCHOOL40.00Yes (X)$130,233$0$9,983
FieldValueIRS element (for citing)
Total Reportable Comp From Org$260,466TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,966TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODERSTROM ARCHITECTS
1200 NW NAITO PARKWAY SUITE 410PORTLANDOR97209ARCHITECTURAL FOR NEW BUILDING$267,578
3 KINGS ENVIRONMENTAL
PO BOX 280BATTLE GROUNDWA98604CONTRACTOR FOR BUILDING DEMOLITION$190,187
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$159,890FundraisingAmt
All Other Contributions$3,623,466AllOtherContributionsAmt
Noncash Contributions$2,037NoncashContributionsAmt
Total Contributions$3,783,356TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTUITION AND FEESDesc
Business611600BusinessCd
Total Revenue Column$1,210,236TotalRevenueColumnAmt
Related Or Exempt Func Income$1,210,236RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,210,236TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,614TotalRevenueColumnAmt
Exclusion$96,614ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$100,451RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,071RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$99,380RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,380TotalRevenueColumnAmt
Exclusion$99,380ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,225,426SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,121,459SecuritiesAmt
Other$1,100,913OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$103,967SecuritiesAmt
Other-$1,100,913OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$996,946TotalRevenueColumnAmt
Exclusion-$996,946ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,040FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$159,890ContriRptFundraisingEventAmt
Fundraising Direct Expenses$52,919FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$45,879TotalRevenueColumnAmt
Exclusion-$45,879ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$16,842TotalRevenueColumnAmt
Exclusion$16,842ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,842OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,163,603TotalRevenueColumnAmt
Related Or Exempt Func Income$1,210,236RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$829,989ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$284,604TotalAmt
Program Services$163,648ProgramServicesAmt
Management And General$85,380ManagementAndGeneralAmt
Fundraising$35,576FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,060,057TotalAmt
Program Services$867,724ProgramServicesAmt
Management And General$66,446ManagementAndGeneralAmt
Fundraising$125,887FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$34,113TotalAmt
Program Services$27,811ProgramServicesAmt
Management And General$2,248ManagementAndGeneralAmt
Fundraising$4,054FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$104,281TotalAmt
Program Services$82,769ProgramServicesAmt
Management And General$9,062ManagementAndGeneralAmt
Fundraising$12,450FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$116,634TotalAmt
Program Services$89,808ProgramServicesAmt
Management And General$12,830ManagementAndGeneralAmt
Fundraising$13,996FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,951TotalAmt
Management And General$9,951ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$649TotalAmt
Management And General$649ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$34,516TotalAmt
Program Services$8,126ProgramServicesAmt
Management And General$26,327ManagementAndGeneralAmt
Fundraising$63FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,919TotalAmt
Program Services$5,328ProgramServicesAmt
Management And General$761ManagementAndGeneralAmt
Fundraising$830FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,900TotalAmt
Program Services$23,449ProgramServicesAmt
Management And General$6,707ManagementAndGeneralAmt
Fundraising$2,744FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$325,531TotalAmt
Program Services$294,528ProgramServicesAmt
Management And General$24,256ManagementAndGeneralAmt
Fundraising$6,747FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,926TotalAmt
Program Services$24,583ProgramServicesAmt
Management And General$3,512ManagementAndGeneralAmt
Fundraising$3,831FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SCHOOL EXPENSES$126,838$126,838
FUNDRAISING EXPENSES$22,277$22,277
OTHER PROPERTY COSTS$21,194$3,319$17,875
STAFF DEVELOPMENT$8,692$4,091$4,017$584

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,808TotalAmt
Program Services$8,564ProgramServicesAmt
Management And General$2,109ManagementAndGeneralAmt
Fundraising$3,135FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,254,890TotalAmt
Program Services$1,727,267ProgramServicesAmt
Management And General$288,697ManagementAndGeneralAmt
Fundraising$238,926FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$325,460BOYAmt
EOY$196,149EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$841,081BOYAmt
EOY$1,486,916EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,444BOYAmt
EOY$8,380EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,947BOYAmt
EOY$22,446EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,530,440LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,608LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,427,474BOYAmt
EOY$6,523,832EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,062,908BOYAmt
EOY$5,357,452EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,806BOYAmt
EOY$368,271EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,694,120BOYAmt
EOY$13,963,446EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$212,122BOYAmt
EOY$53,626EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$34,700BOYAmt
EOY$29,532EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,915BOYAmt
EOY$373,687EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$253,737BOYAmt
EOY$456,845EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,069,109BOYAmt
EOY$6,177,115EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,371,274BOYAmt
EOY$7,329,486EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,440,383BOYAmt
EOY$13,506,601EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,694,120BOYAmt
EOY$13,963,446EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,908,713ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$157,505NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,185,250OtherCostOrOtherBasisAmt
Book Value$4,185,250BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,450OtherCostOrOtherBasisAmt
Depreciation$6,608DepreciationAmt
Book Value$46,842BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,291,740OtherCostOrOtherBasisAmt
Book Value$2,291,740BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,523,832TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$373,687Amt
FieldValueIRS element (for citing)
Total Liability$373,687TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,320,459TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$157,505NetUnrealizedGainsInvstAmt
Revenue Not Reported$157,505RevenueNotReportedAmt
Revenue Subtotal$4,162,954RevenueSubtotalAmt
Investment Expenses Not Incld$649InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$649RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,163,603TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,254,241TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,254,241ExpensesSubtotalAmt
Investment Expenses Not Incld2$649InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$649ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,254,890TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE SCHOOL DID NOT ENGAGE IN ANY SIGNIFICANT PRINT OR BROADCAST ADVERTISING DURING THE FISCAL YEAR.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1NOWEvent1Nm
Gross Receipts Event1$140,844GrossReceiptsEvent1Amt
Charitable Contri Event1$133,844CharitableContriEvent1Amt
Gross Revenue Event1$7,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$9,120RentFacilityCostsEvent1Amt
Food And Beverage Event1$20,940FoodAndBeverageEvent1Amt
Entertainment Event1$4,325EntertainmentEvent1Amt
Other Direct Expenses Event1$10,380OtherDirectExpensesEvent1Amt
Event2FRIENDS' SCHOLARSHIP BREAKFASTEvent2Nm
Gross Receipts Event2$26,086GrossReceiptsEvent2Amt
Charitable Contri Event2$26,046CharitableContriEvent2Amt
Gross Revenue Event2$40GrossRevenueEvent2Amt
Rent Facility Costs Event2$4,272RentFacilityCostsEvent2Amt
Food And Beverage Event2$890FoodAndBeverageEvent2Amt
Entertainment Event2$1,410EntertainmentEvent2Amt
Other Direct Expenses Event2$1,582OtherDirectExpensesEvent2Amt
Gross Receipts Total$166,930GrossReceiptsTotalAmt
Charitable Contributions Tot$159,890CharitableContributionsTotAmt
Gross Revenue Total Events$7,040GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$13,392RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$21,830FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,735EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$11,962OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$52,919DirectExpenseSummaryEventsAmt
Net Income Summary-$45,879NetIncomeSummaryAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JOANNAH CLARK
SISTER OF OFFICER: HILARY SHREVES, BOARD VICE PRESIDENT/SECRETARY$132,000COMPENSATION FOR SERVICES AS HEAD OF SCHOOL0
PATRICK CLARK
SPOUSE OF OFFICER: JOANNAH CLARK, HEAD OF SCHOOL$59,783COMPENSATION FOR SERVICES AS OPERATIONS DIRECTOR/ TEACHER0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1MIND. 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.
FORM 990, PART VI, SECTION A, LINE 2BOARD VICE PRESIDENT AND SECRETARY HILARY SHREVES IS THE SISTER OF THE HEAD OF SCHOOL JOANNAH CLARK.
FORM 990, PART VI, SECTION A, LINE 8BSOME 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 11BFORM 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 12CBOARD MEMBERS SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY
FORM 990, PART VI, SECTION B, LINE 15A 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 19REQUESTS FOR COPIES OF GOVERNING DOCUMENTS ARE CONSIDERED BY THE BOARD AND/OR EXECUTIVE STAFF.
PART III, LINE 1THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.

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