Nonprofit · EIN 46-4366962
VERTUS CHARTER SCHOOL
Tax-exempt · ROCHESTER, NY 14609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,531,151 | $7,747,957 | $783,194 | $5,376,292 | $923,150 | $4,453,142 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,074,028
- of which government grants
- $523,567
- Program service revenue
- $7,211,295
- Investment income
- $134,813
- Net income from fundraising events
- $106,015
- Net income from sales of inventory
- $5,000
- Other revenue
- $111,015
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,817
- Other salaries and wages
- $3,928,974
- Salaries, compensation and benefits (total)
- $5,032,293
- Professional fundraising fees
- $0
- Legal fees
- $12,128
- Accounting fees
- $160,007
- Occupancy
- $564,194
- Depreciation
- $269,185
- Program services (functional)
- $6,441,764
- Management and general (functional)
- $1,168,824
- Fundraising (functional)
- $137,369
Balance sheet and other
- Total assets, start of year
- $5,016,141
- Total assets, end of year
- $5,376,292
- Total liabilities, end of year
- $923,150
- Net assets, end of year
- $4,453,142
- Land, buildings and equipment
- $746,066
- Net assets without donor restrictions
- $4,067,547
- Net assets with donor restrictions
- $385,595
- Gross receipts
- $8,610,684
- Employees
- 90
- Volunteers
- 11
- Year formed
- 2013
- State of legal domicile
- NY
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE LOCEY | CHIEF EDUCATION OFFICER Officer | 40 | $172,875 | $16,637 |
| TIMOTHY HILL | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $129,148 | $17,409 |
| LEVI BENNETT | PRINCIPAL Highest-paid employee | 40 | $101,260 | $18,085 |
| MICHAEL MANDINA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EVAN GALLINA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VICTORIA VAN VOOHIS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR CALVIN GANTT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DEKEDRIAN JOHNSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SPENCER ASH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK O'CONNELL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SYLVIA DAVID-WEST | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID A PAUL | TRUSTEE - JOINED DURING YEAR Trustee or director | 1 | $0 | $0 |
| ALLISON BELL | TREASURER - JOINED DURING YEAR Trustee or director, Officer | 1 | $0 | $0 |
| JEFF WYNN | TRUSTEE - JOINED DURING YEAR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 HUMBOLDT STREET, ROCHESTER, NY 14609-7473
- Principal officer (990 for 2024)
- JULIE A LOCEY, 21 HUMBOLDT STREET, ROCHESTER, NY 14609
- Signed the 990
- JULIE A LOCEY, CHIEF EDUCATION OFFICER
- Phone
- (585) 747-8911
- Return prepared by
- MENGEL METZGER BARR & CO LLP
Mission
VERTUS' MISSION IS TO PREPARE LEADERS OF CHARACTER FOR THE COMMUNITY AND THE WORKPLACE.
Program accomplishments
- VERTUS PREPARES LEADERS OF CHARACTER FOR THE COMMUNITY AND THE WORKPLACE, THROUGH:-CAREER PREPARATION: EVERY STUDENT EARNS THE CREDENTIALS TO GET A GOOD JOB IN ADDITION TO A HIGH SCHOOL DIPLOMA. AFTER GRADUATION, EACH STUDENT CHOOSES THE PATH THAT IS RIGHT FOR HIM: COLLEGE, TECHNICAL SCHOOL, OR STARTING A CAREER. VERTUS CONTINUES TO EXPAND IT'S COLLEGE AND CAREER READINESS PROGRAM EACH YEAR; INVESTING IN THREE COUNSELORS AND MULTIPLE PROGRAMS TO HELP ENSURE POST-SECONDARY SUCCESS.-PERSONALIZED CURRICULUM: EACH STUDENT HAS AN INDIVIDUAL LEARNING PLAN TAILORED TO HIS ABILITIES AND INTERESTS AND LEARNS AT THE PACE THAT IS RIGHT FOR HIM. SEMINAR ROOMS AND LEARNING LABS REPLACE TRADITIONAL CLASSROOMS. COMMUNITY SERVICE, ROBOTICS, RECORDING STUDIO, ENTREPRENEURS CLUB, PHOTOGRAPHY, STUDENT GOVERNMENT AND SPORTS KEEP ACTIVE BOYS ENGAGED AND BUILD REAL-WORLD SKILLS.-STRONG RELATIONSHIPS: EACH STUDENT BELONGS TO A SMALL LEARNING TEAM OF 12-18 STUDENTS, LED BY A FULL-TIME PRECEPTOR, WHO KEEPS EACH YOUNG MAN ON THE RIGHT PATH AND IS RESPONSIBLE FOR THE SUCCESS OF EVERY STUDENT ON THE TEAM. CONSISTENT CONTACT WITH STUDENT'S PARENTS/GUARDIANS INCLUDING THREE FAMILY CONFERENCE NIGHTS EACH YEAR HELP ENSURE PARENTS REMAIN ENGAGED IN THEIR SON'S EDUCATION.Expenses $6,441,764 · revenue $7,216,295
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4366962
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $5,376,292
- Income (IRS master file)
- $8,610,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $7,135,145 | $5,945,266 | $5,046,731 | IRS |
| 990 | June 2022 | $6,584,591 | $5,273,953 | $2,168,943 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about VERTUS CHARTER SCHOOL
- What is the EIN of VERTUS CHARTER SCHOOL?
- The employer identification number (EIN) of VERTUS CHARTER SCHOOL is 46-4366962.
- Is VERTUS CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to VERTUS CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VERTUS 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 VERTUS 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 VERTUS 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 VERTUS CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names JULIE A LOCEY.
- Who are the officers and directors of VERTUS CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $172,875 (JULIE LOCEY, CHIEF EDUCATION OFFICER).
- How much revenue does VERTUS CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,531,151, expenses of $7,747,957 and total assets of $5,376,292 at year end.
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