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Vertex Non Profit Holdings Inc

  • Fairmont, WV
  • Tax-exempt since Sept. 2009
  • EIN: 26-2294925

Organization summary

Type of Nonprofit

Designated as a Corporations created to hold titles for property owned by another nonprofit.

Category: Community Improvement, Capacity Building / Real Estate Organizations (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.42M (2023)

Expenses
$4.84M (2023)

Total Assets
$34.5M (2023)

Total Liabilities
$40.2M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,421,208
Expenses
$4,840,589
Net Income
-$1,419,381
Net Assets
-$5,655,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,217
1.5%
Program Services $3,335,961
97.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $35,030
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,542,209
Total Liabilities $40,197,998
Net Assets -$5,655,789
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President/Ceo) $0 $284,143 $22,770
Dr Frank W Blake (Director) $0 $0 $0
Ms Holly C Kauffman (Director) $0 $0 $0
Ms Rebecca R Mcphail (Director) $0 $0 $0
Mr William P Getty (Director) $0 $0 $0
Jason C Pizatella Esq (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $107,814 $22,493
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $81,405 $21,893
Ms Lori M Rhoades (Secretary) $0 $67,128 $23,601
+ View more people

Document Links

990
Filed on Feb. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,654,344
Expenses
$4,404,869
Net Income
-$750,525
Net Assets
-$4,142,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $199,783
5.5%
Program Services $3,402,025
93.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $52,536
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,844,875
Total Liabilities $38,987,300
Net Assets -$4,142,425
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President/Ceo) $0 $281,427 $20,318
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Ms Holly C Kauffman (Director) $0 $0 $0
Ms Rebecca R Mcphail (Director) $0 $0 $0
Mr William P Getty (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $104,009 $18,972
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $80,515 $18,372
Ms Lori M Rhoades (Secretary) $0 $68,074 $20,081
+ View more people

Document Links

990
Filed on Dec. 22, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,374,907
Expenses
$6,576,096
Net Income
-$3,201,189
Net Assets
$59,843,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,368,432
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,475
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,419,289
Total Liabilities $38,575,814
Net Assets $59,843,475
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President/Ceo) $0 $301,852 $19,458
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Ms Holly C Kauffman (Director) $0 $0 $0
Ms Rebecca R Mcphail (Director) $0 $0 $0
Mr William P Getty (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $108,792 $17,096
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $85,959 $17,096
Ms Lori M Rhoades (Secretary) $0 $69,810 $18,759
+ View more people

Document Links

990
Filed on Jan. 26, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,364,987
Expenses
$6,904,663
Net Income
-$3,539,676
Net Assets
$63,557,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,241,506
96.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $123,481
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,899,055
Total Liabilities $38,341,203
Net Assets $63,557,852
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President/Ceo) $0 $260,802 $22,784
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Ms Holly C Kauffman (Director) $0 $0 $0
Ms Rebecca R Mcphail (Director) $0 $0 $0
Mr William P Getty (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $107,281 $18,275
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $83,891 $17,343
Ms Lori M Rhoades (Assistant Secretary) $0 $69,285 $18,962
+ View more people

Document Links

990
Filed on Dec. 23, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,130,486
Expenses
$6,361,919
Net Income
-$3,231,433
Net Assets
$67,843,722
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,105,765
99.2%
Investment Income $129
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,592
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $105,811,730
Total Liabilities $37,968,008
Net Assets $67,843,722
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President) $0 $318,034 $55,509
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr James R Haney (Chairman) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $103,672 $20,361
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $86,715 $20,520
Ms Lori M Rhoades (Assistant Secretary) $0 $45,947 $38,960
+ View more people

Document Links

990
Filed on Dec. 3, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,106,688
Expenses
$6,563,051
Net Income
-$3,456,363
Net Assets
$71,058,878
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,089,323
99.4%
Investment Income $200
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,165
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $108,843,095
Total Liabilities $37,784,217
Net Assets $71,058,878
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President) $0 $240,080 $54,458
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr James R Haney (Chairman) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $89,415 $20,677
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $75,160 $19,048
Ms Lori M Rhoades (Assistant Secretary) $0 $38,542 $37,873
+ View more people

Document Links

990
Filed on Aug. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,107,204
Expenses
$6,276,689
Net Income
-$3,169,485
Net Assets
$74,730,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,090,227
99.5%
Investment Income $98
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,879
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $112,385,300
Total Liabilities $37,655,162
Net Assets $74,730,138
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President) $0 $245,462 $50,282
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr James R Haney (Chairman) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Ms Stacey Layman (Treasurer) $0 $88,865 $23,667
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $73,769 $20,503
Ms Nancy Trudel Esq (Secretary/Legal Counsel) $0 $107,967 $33,287
Ms Lori M Rhoades (Assistant Secretary) $0 $37,076 $39,702
Dr Brian Lemoff (Vice President) $0 $77,147 $17,127
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Document Links

990
Filed on Feb. 8, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,112,683
Expenses
$6,417,578
Net Income
-$3,304,895
Net Assets
$73,951,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,101,810
99.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,873
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $115,362,083
Total Liabilities $41,410,244
Net Assets $73,951,839
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President) $0 $320,748 $47,752
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr James R Haney (Chairman) $0 $0 $0
Mr Michael J Basile (Director) $0 $0 $0
Mrs Stacey Layman (Treasurer) $0 $89,794 $19,437
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $72,361 $19,812
Ms Nancy Trudel Esq (Secretary/Legal Counsel) $0 $135,116 $30,520
Ms Lori M Rhoades (Assistant Secretary) $0 $39,012 $35,690
+ View more people

Document Links

990
Filed on Feb. 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,135,763
Expenses
$6,465,379
Net Income
-$3,329,616
Net Assets
$77,315,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,127,021
99.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,742
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $117,867,358
Total Liabilities $40,552,310
Net Assets $77,315,048
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President) $0 $311,512 $46,532
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr James R Haney (Chairman) $0 $0 $0
Mrs Stacey Layman (Treasurer) $0 $90,693 $18,289
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $70,359 $23,479
Ms Nancy Trudel Esq (Secretary/Legal Counsel) $0 $131,961 $31,324
Ms Lori M Rhoades (Assistant Secretary) $0 $48,716 $28,034
+ View more people

Document Links

990
Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,055,261
Expenses
$7,648,281
Net Income
-$3,593,020
Net Assets
$80,867,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,042,219
99.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,042
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $121,410,479
Total Liabilities $40,542,727
Net Assets $80,867,752
Compensation
Key Employees and Officers Compensation Related Other
Mr James L Estep (President) $0 $342,678 $40,024
Mr Michael I Green (Director) $0 $0 $0
Dr Frank W Blake (Director) $0 $0 $0
Mr James R Haney (Chairman) $0 $0 $0
Mrs Stacey Layman (Treasurer) $0 $94,149 $16,764
Mr Geoffrey S Kidder (Assistant Treasurer) $0 $72,000 $22,645
Ms Nancy Trudel Esq (Secretary/Legal Counsel) $0 $132,338 $30,449
Ms Lori M Rhoades (Assistant Secretary) $0 $44,649 $11,569
+ View more people

Document Links

990
Filed on Nov. 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,029,590
Expenses
$7,293,369
Net Income
-$3,263,779
Net Assets
$84,000,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,014,678
99.6%
Investment Income $14,912
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $126,217,963
Total Liabilities $42,217,838
Net Assets $84,000,125

Document Links

990
Filed on Dec. 13, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,327,903
Expenses
$6,209,297
Net Income
-$3,881,394
Net Assets
$87,781,194
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,308,921
99.2%
Investment Income $18,982
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,153,350
Total Liabilities $48,372,156
Net Assets $87,781,194

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,126,176
Expenses
$5,995,432
Net Income
-$4,869,256
Net Assets
$91,662,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,590
6.0%
Program Services $1,046,292
92.9%
Investment Income $12,294
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,579,166
Total Liabilities $36,916,578
Net Assets $91,662,588

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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