VERTEX NON-PROFIT HOLDINGS INC

EIN: 262294925 Community Improvement

FAIRMONT, WV

Total Revenue
$13,269,978
Total Expenses
$12,023,328
Total Assets
$36,948,866
Net Assets
$-7,350,774
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
WV
Principal Officer
MR JAMES L ESTEP
Phone
3043336813
Tax Period
2024-04-01 to 2025-03-31

VERTEX NON-PROFIT HOLDINGS INC, founded in 2008, is a mid-sized nonprofit in the Community Improvement sector that reported $13.3M in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. Expenses of $12.0M left a modest 9% surplus.

Mission

ORGANIZATION WAS ORGANIZED FOR THE PURPOSE OF HOLDING TITLE TO REAL ESTATE PROPERTY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $200,000
Program Service Revenue $13,044,653
Investment Income $0
Other Revenue $25,325
TOTAL REVENUE $13,269,978

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $12,023,328
TOTAL EXPENSES $12,023,328

Year-over-Year Comparison

2024 2023 Change
Revenue $13,269,978 $5,345,433 +1.5%
Expenses $12,023,328 $8,412,715 +0.4%
Net Income $1,246,650 $-3,067,282 -1.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
7
Employees
N/A
Volunteers
7

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$671,352
Total Directors
8
$313,874
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MR JAMES L ESTEP PRESIDENT/CEO 1.00
Officer Director
$0 $26,943 $313,874
WILLIAM P PAT GETTY CHAIRMAN 1.00
Officer Director
$0 $0 $0
DR FRANK W BLAKE DIRECTOR 0.00
Director
$0 $0 $0
HOLLY C KAUFFMAN DIRECTOR 0.00
Director
$0 $0 $0
JASON C PIZATELLA DIRECTOR 0.00
Director
$0 $0 $0
DR VALERIE J KARPLUS DIRECTOR 0.00
Director
$0 $0 $0
THOMAS J BONAZZA DIRECTOR 0.00
Director
$0 $0 $0
MATT HARBAUGH DIRECTOR 0.00
Director
$0 $0 $0
STACEY LAYMAN TREASURER 1.00
Officer
$0 $27,382 $141,669
GEOFFREY KIDDER ASST. TREASURER 1.00
Officer
$0 $28,915 $116,932
LORI RHOADES SECRETARY 1.00
Officer
$0 $28,606 $98,877
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $13,269,978 $12,023,328 $36,948,866 $1,246,650
2024 $5,345,433 $8,412,715 $32,643,413 $-3,067,282
2023 $3,421,208 $4,840,589 $34,542,209 $-1,419,381
2022 $3,654,344 $4,404,869 $34,844,875 $-750,525
2022 $3,635,457 $6,808,681 $32,441,063 $-3,173,224
2021 $3,374,907 $6,576,096 $98,419,289 $-3,201,189
2020 $3,364,987 $6,904,663 $101,899,055 $-3,539,676
2019 $3,130,486 $6,361,919 $105,811,730 $-3,231,433
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