Skip to main content

Nonprofit · EIN 26-4115871

LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL

Tax-exempt · ROCKFORD, IL 61102

Financials

$4.4M$4.1M2022$4.6M$4.5M2023$3.9M$4.1M2024
Revenue Expenses · by fiscal year end
Financials of LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,903,095$4,056,116-$153,021$1,930,146$415,654$1,514,492
June 30, 2024990$4,622,968$4,471,693$151,275$2,122,504$454,991$1,667,513
June 30, 2023990$4,426,222$4,129,220$297,002$1,991,051$474,813$1,516,238
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,641,787
of which government grants
$3,641,787
Program service revenue
$194,666
Investment income
$0
Other revenue
$66,642

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$212,289
Other salaries and wages
$1,797,479
Salaries, compensation and benefits (total)
$2,350,440
Professional fundraising fees
$0
Legal fees
$5,125
Accounting fees
$64,098
Occupancy
$266,596
Travel
$107,555
Depreciation
$132,242
Program services (functional)
$3,429,129
Management and general (functional)
$626,987

Balance sheet and other

Total assets, start of year
$2,122,504
Total assets, end of year
$1,930,146
Total liabilities, end of year
$415,654
Net assets, end of year
$1,514,492
Land, buildings and equipment
$648,248
Net assets without donor restrictions
$1,514,492
Gross receipts
$3,903,095
Employees
47
Volunteers
6
Year formed
2009
State of legal domicile
IL

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.

NameTitleHours / weekCompensationOther / benefits
DR BARBARA FORTESECRETARY/EXECUTIVE DIRECTOR
Trustee or director, Officer
40$207,538$0
LYNN VICTOROVASSISTANT EXECUTIVE DIRECTOR
Highest-paid employee
40$151,011$941
CHRISTOPHER JENKINSOPERATIONS AND SCHOLAR SUPPORT MANAGER
Highest-paid employee
40$117,279$594
WANDA FARMERPRESIDENT
Trustee or director, Officer
0.5$0$0
JUDY BROOKSBOARD MEMBER
Trustee or director
0.5$0$0
ARLENE GLADNEYBOARD MEMBER
Trustee or director
0.5$0$0
FAYRENE MUHAMMADBOARD MEMBER
Trustee or director
0.5$0$0
ALICE PATTERSONBOARD MEMBER
Trustee or director
0.5$0$0
LINDA SAENZBOARD MEMBER
Trustee or director
0.5$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
LYNN VICTOROVASSISTANT EXECUTIVE DIRECTOR
Highest-paid employee
40$139,514$941
CHRISTOPHER JENKINSTREASURER/BUSINESS MANAGER
Trustee or director, Officer
40$112,755$605
DR BARBARA FORTESECRETARY/EXECUTIVE DIRECTOR
Trustee or director, Officer
40$87,692$0
WANDA FARMERPRESIDENT
Trustee or director, Officer
0.5$0$0
JUDY BROOKSBOARD MEMBER
Trustee or director
0.5$0$0
ARLENE GLADNEYBOARD MEMBER
Trustee or director
0.5$0$0
FAYRENE MUHAMMADBOARD MEMBER
Trustee or director
0.5$0$0
ALICE PATTERSONBOARD MEMBER
Trustee or director
0.5$0$0
LINDA SAENZBOARD MEMBER
Trustee or director
0.5$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
LYNN VICTOROVASSISTANT EXECUTIVE DIRECT
Highest-paid employee
40$136,548$1,123
CHRISTOPHER JENKINSTREASURER/BUSINESS MANAGER
Trustee or director, Officer
40$105,618$677
DR BARBARA FORTESECRETARY/EXECUTIVE DIRECTOR
Trustee or director, Officer
40$0$0
WANDA FARMERPRESIDENT
Trustee or director, Officer
0.5$0$0
JUDY BROOKSBOARD MEMBER
Trustee or director
0.5$0$0
ARLENE GLADNEYBOARD MEMBER
Trustee or director
0.5$0$0
FAYRENE MUHAMMADBOARD MEMBER
Trustee or director
0.5$0$0
ALICE PATTERSONBOARD MEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
4029 PRAIRIE RD, ROCKFORD, IL 61102-4501
Principal officer (990 for 2024)
DR BARBARA FORTE, 4029 PRAIRIE ROAD, ROCKFORD, IL 611024501
Signed the 990
DR BARBARA FORTE, SECRETARY/EXECUTIVE DIRECTOR
Phone
(815) 968-4590
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

Mission

TO INSTILL A LIFELONG PASSION FOR LEARNING WITHIN ALL ITS STUDENTS WHILE ENSURING THAT ALL LEARNERS, REGARDLESS OF ECONOMIC AND SOCIAL BACKGROUND, CAN SUCCEED ACADEMICALLY AND BECOME CONTRIBUTING CITIZENS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE SCHOOL IS SUPPORTED PRIMARILY THROUGH TUITION PAYMENTS FROM ROCKFORD PUBLIC SCHOOLS AND GRANTS FROM STATE AND FEDERAL AGENCIES. DURING THE YEAR ENDED JUNE 30, 2025, THE SCHOOL RECEIVED APPROXIMATELY 93% OF ITS SUPPORT FROM PCTC TUITION AND FEDERAL FUNDS FROM ROCKFORD PUBLIC SCHOOLS.DURING THE YEAR ENDED JUNE 30, 2025, THE SCHOOL SERVED 228 STUDENTS.
    Expenses $3,429,129 · revenue $194,666

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
26-4115871
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
2012
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$1,930,146
Income (IRS master file)
$3,903,095

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,903,095$4,056,116$1,930,146XML
990June 2024$4,622,968$4,471,693$2,122,504IRS
990June 2023$4,426,222$4,129,220$1,991,051XML
990June 2022$3,612,648$3,838,389$1,691,588IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 26-4115871).

Questions about LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL

What is the EIN of LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL?
The employer identification number (EIN) of LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL is 26-4115871.
Is LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL 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 LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL 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 LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL 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 LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL?
The 990 for the year ended June 30, 2025 names DR BARBARA FORTE.
Who are the officers and directors of LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL?
The 990 for the year ended June 30, 2025 lists 9 people; 3 received compensation from the organization, the highest $207,538 (DR BARBARA FORTE, SECRETARY/EXECUTIVE DIRECTOR).
How much revenue does LEGACY ACADEMY OF EXCELLENCE CHARTER SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,903,095, expenses of $4,056,116 and total assets of $1,930,146 at year end.

Other nonprofits in ROCKFORD

All nonprofits in ROCKFORD · Illinois · Education