Civic Intelligence

Vba Education Foundation

990 • Fiscal year 2017 • EIN 20-4943021

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 05, 2018

Organization ProfileN/A
4490 Cox RoadGlen Allen, VA 23060

(804) 643-7469

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

63rd percentile

7.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,444,070

Up $104,896 (+7.8%) from 2016

Net Assets

Up

$1,444,070

Up $104,896 (+7.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Up

$205,786

Up $92,600 (+82%) from 2016

Expenses

Down

$100,890

Down $449 (-0.4%) from 2016

Net Income

Up

$104,896

Up $93,049 (+785%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $943,255Liabilities 2011: $0Net Assets 2011: $943,2552011Assets 2012: $1,018,925Liabilities 2012: $0Net Assets 2012: $1,018,9252012Assets 2013: $1,134,236Liabilities 2013: $0Net Assets 2013: $1,134,2362013Assets 2014: $1,224,916Liabilities 2014: $0Net Assets 2014: $1,224,9162014Assets 2015: $1,327,327Liabilities 2015: $0Net Assets 2015: $1,327,3272015Assets 2016: $1,339,174Liabilities 2016: $0Net Assets 2016: $1,339,1742016Assets 2017: $1,444,070Liabilities 2017: $0Net Assets 2017: $1,444,0702017Assets 2018: $1,535,173Liabilities 2018: $0Net Assets 2018: $1,535,1732018Assets 2019: $1,579,310Liabilities 2019: $0Net Assets 2019: $1,579,3102019Assets 2020: $1,626,609Liabilities 2020: $0Net Assets 2020: $1,626,6092020Assets 2021: $1,749,248Liabilities 2021: $0Net Assets 2021: $1,749,2482021Assets 2022: $1,888,426Liabilities 2022: $0Net Assets 2022: $1,888,4262022Assets 2023: $2,085,996Liabilities 2023: $0Net Assets 2023: $2,085,9962023Assets 2024: $2,092,195Liabilities 2024: $0Net Assets 2024: $2,092,1952024

Highlighted filing

2017

Assets$1,444,070
Liabilities$0
Net Assets$1,444,070
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $234,226Expenses 2011: $318,399Net Income 2011: -$84,1732011Revenue 2012: $140,969Expenses 2012: $65,299Net Income 2012: $75,6702012Revenue 2013: $189,061Expenses 2013: $73,750Net Income 2013: $115,3112013Revenue 2014: $170,472Expenses 2014: $79,792Net Income 2014: $90,6802014Revenue 2015: $186,962Expenses 2015: $84,551Net Income 2015: $102,4112015Revenue 2016: $113,186Expenses 2016: $101,339Net Income 2016: $11,8472016Revenue 2017: $205,786Expenses 2017: $100,890Net Income 2017: $104,8962017Revenue 2018: $207,011Expenses 2018: $115,908Net Income 2018: $91,1032018Revenue 2019: $153,530Expenses 2019: $109,393Net Income 2019: $44,1372019Revenue 2020: $136,348Expenses 2020: $89,049Net Income 2020: $47,2992020Revenue 2021: $210,777Expenses 2021: $88,138Net Income 2021: $122,6392021Revenue 2022: $345,598Expenses 2022: $206,420Net Income 2022: $139,1782022Revenue 2023: $402,004Expenses 2023: $204,434Net Income 2023: $197,5702023Revenue 2024: $194,777Expenses 2024: $188,578Net Income 2024: $6,1992024

Highlighted filing

2017

Revenue$205,786
Expenses$100,890
Net Income$104,896
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 5, 2018
Return Version
2017v2.3
Gross Receipts
$365,288
Mission and Program Overview

Mission

It is the mission of the vba education foundation to advance personal financial literacy across the commonwealth of virginia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,236,876$1,289,170▲ $52,294
Cash and Non-Interest-Bearing Accounts$102,298$154,900▲ $52,602
Total Assets$1,339,174$1,444,070▲ $104,896
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,339,174$1,444,070▲ $104,896
Total Net Assets Fund Balance$1,339,174$1,444,070▲ $104,896
Total Liabilities and Net Assets / Fund Balance$1,339,174$1,444,070▲ $104,896
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey M SzyperskiChairman
Charles H MajorsImmediate Past Chairman
Bruce T WhitehurstBoard Member
Dorothy M WelchBoard Member
G William BealeBoard Member
Gary ShookBoard Member
H Watts Steger IiiBoard Member
Jennifer RegisterBoard Member
John StallingsBoard Member
Patrick CollinsBoard Member
Steve YeakelBoard Member
Tim DuffeeBoard Member
William CouperBoard Member
Walter C AyersDirector Emeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$150,969
Program Service Revenue
$0
Investment Income
$54,817
Other Revenue
$0
All Other Contributions
$74,729
Change in Net Assets
$104,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$94,500
Other Expenses$6,390
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,500--$68,500
Grants to Domestic Individuals$26,000--$26,000
Fees for Service Investment Mgmnt Fees-$2,517-$2,517
Office Expenses-$1,512-$1,512
Fees for Services Accounting-$1,100-$1,100
Travel-$1,008-$1,008
Conferences and Meetings-$253-$253
Total Functional Expenses$94,500$6,390$0$100,890
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Virginia Council on Economic EducationRichmond, VA501(c)(3)Financial Literacy Training$57,000
Junior Achievement of Central VirginiaRichmond, VA501(c)(3)Financial Literacy for Youth$5,000
Virginia Council on Economic EducationRichmond, VA501(c)(3)Contribution to S. Buford Scott Endowment$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is provided to the board before filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is distributed each year to the board of directors.”

Form 990, Part VI, Section B, Line 15

“Vba education foundation does not have paid officers or employees.”

Form 990, Part VI, Section C, Line 19

“The organization has not made its governing documents, conflict of interest policy or financial statements available.”

Filing and Contact Details

Filer

Filer Name
Vba Education Foundation
EIN
20-4943021
Phone
8046437469
Address
4490 COX ROAD, GLEN ALLEN, VA 23060

Signing Officer

Name
Stacy Puckett
Title
CFO
Phone
8046437469
Signed
2018-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Puckett
Formed
2006
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Dixon Hughes Goodman Llp
Address
901 EAST CARY STREET SUITE 1000, RICHMOND, VA 23219
Preparer
Joseph S Nadder Iii
Phone
8042827636
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Providing a vehicle through which virginia banks can provide financial support and respond to crisis relief such as flooding, hurricane, or other natural disasters.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0448059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021724
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt058711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt037296
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0159684
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44440
IRS990ScheduleA/PublicSupportPY170Pct00.66820
IRS990ScheduleA/PublicSupportTotal170Amt0285115
IRS990ScheduleA/SubstantialContributorsTotAmt0162944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0150969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085080
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0448059
IRS990ScheduleA/TotalSupportAmt0641568
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt033825
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt033825
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt057000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL LITERACY TRAINING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FINANCIAL LITERACY FOR YOUTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CONTRIBUTION TO S. BUFORD SCOTT ENDOWMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VIRGINIA COUNCIL ON ECONOMIC EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2VIRGINIA COUNCIL ON ECONOMIC EDUCATION
IRS990ScheduleI/RecipientTable/RecipientEIN0237087052
IRS990ScheduleI/RecipientTable/RecipientEIN1540803325
IRS990ScheduleI/RecipientTable/RecipientEIN2237087052
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 W MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11801 LIBBIE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2301 W MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023284
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd123226
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd223284
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0VIRGINIA COUNCIL ON ECONOMIC EDUCATION IS MONITORED BY OBSERVING A TRAINING SESSION AND MONITORING NUMBER OF TEACHERS TRAINED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING A VEHICLE THROUGH WHICH VIRGINIA BANKS CAN PROVIDE FINANCIAL SUPPORT AND RESPOND TO CRISIS RELIEF SUCH AS FLOODING, HURRICANE, OR OTHER NATURAL DISASTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED EACH YEAR TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VBA EDUCATION FOUNDATION DOES NOT HAVE PAID OFFICERS OR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01339174
IRS990/TotalAssetsEOYAmt01444070
IRS990/TotalAssetsGrp/BOYAmt01339174
IRS990/TotalAssetsGrp/EOYAmt01444070
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0150969
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06390
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01339174
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01444070
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054817
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205786
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01339174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01444070
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01008
IRS990/TravelGrp/TotalAmt01008
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01339174
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01444070
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04490 COX ROAD
IRS990/USAddress/CityNm0GLEN ALLEN
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023060
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY PUCKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08046437469
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VBA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VBAE

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,444,070
Liabilities
$0
Net assets
$1,444,070
Revenue
$205,786
Expenses
$100,890
Net income
$104,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.19$0.19$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.40$0.20$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.35$0.21$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.21$0.09$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.15$0.11$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.21$0.12$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.21$0.10$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.19$0.08$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.17$0.08$0.09
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.19$0.07$0.12
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.14$0.07$0.08
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.23$0.32$0.08