Civic Intelligence

Vba Education Foundation

990 • Fiscal year 2020 • EIN 20-4943021

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 21, 2021

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

3.0%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,626,609

Up $47,299 (+3.0%) from 2019

Net Assets

Up

$1,626,609

Up $47,299 (+3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin84th percentile

Revenue

Down

$136,348

Down $17,182 (-11%) from 2019

Expenses

Down

$89,049

Down $20,344 (-19%) from 2019

Net Income

Up

$47,299

Up $3,162 (+7.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$1,626,609
Liabilities$0
Net Assets$1,626,609
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$136,348
Expenses$89,049
Net Income$47,299
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 21, 2021
Return Version
2020v4.1
Gross Receipts
$136,348
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$1,435,171$1,489,762▲ $54,591
Cash and Non-Interest-Bearing Accounts$144,139$136,847▼ $7,292
Total Assets$1,579,310$1,626,609▲ $47,299
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,579,310$1,626,609▲ $47,299
Total Net Assets Fund Balance$1,579,310$1,626,609▲ $47,299
Total Liabilities and Net Assets / Fund Balance$1,579,310$1,626,609▲ $47,299
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Scott C HarvardChairman
Jeffrey M SzyperskiImmediate Past Chairman
Bruce T WhitehurstBoard Member
Charles H MajorsBoard Member
Charles R Henderson JrBoard Member
Dorothy M Welch MbaBoard Member
Gary R ShookBoard Member
Jeff HaleyBoard Member
Jennifer KnightingBoard Member
Leton L Harding JrBoard Member
Steven C Yeakel CaeBoard Member
T Patrick CollinsBoard Member
Tim DuffeeBoard Member
Walter C AyersDirector Emeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$58,594
Program Service Revenue
$0
Investment Income
$77,754
Other Revenue
$0
All Other Contributions
$14,892
Change in Net Assets
$47,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,981
Other Expenses$6,068
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,981--$56,981
Grants to Domestic Individuals$26,000--$26,000
Fees for Service Investment Mgmnt Fees-$2,869-$2,869
Fees for Services Accounting-$1,600-$1,600
Office Expenses-$416-$416
Travel-$367-$367
Other Expenses-$25-$25
Total Functional Expenses$82,981$6,068$0$89,049
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Virginia Council on Economic EducationRichmond, VA501(c)(3)Financial Literacy Training$32,000
Read to ThemRichmond, VA501(c)(3)Va Reads One Book-one Reading Event$14,981
Va Foundation for Independent CollegesRichmond, VA501(c)(3)Financial Literacy for College Students$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Business relationship with 35% controlled entity
No
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
2021-07-21
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
14

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Virginia R Belcher
Phone
8047470000
Raw XML AppendixShowing 400 of 420 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0IT IS THE MISSION OF THE VBA EDUCATION FOUNDATION TO ADVANCE PERSONAL FINANCIAL LITERACY ACROSS THE COMMONWEALTH OF VIRGINIA.
IRS990/AllOtherContributionsAmt014892
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STACY PUCKETT
IRS990/BooksInCareOfDetail/PhoneNum08048194727
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04490 COX ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLEN ALLEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023060
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0144139
IRS990/CashNonInterestBearingGrp/EOYAmt0136847
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058594
IRS990/CYGrantsAndSimilarPaidAmt082981
IRS990/CYInvestmentIncomeAmt077754
IRS990/CYOtherExpensesAmt06068
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt047299
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt089049
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0136348
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FINANCIAL LITERACY TRAINING FOR HIGH SCHOOL STUDENTS AND TEACHERS IN VIRGINIA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt056981
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01600
IRS990/FeesForServicesAccountingGrp/TotalAmt01600
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02869
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02869
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT C HARVARD
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY M SZYPERSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2WALTER C AYERS
IRS990/Form990PartVIISectionAGrp/PersonNm3T PATRICK COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM DUFFEE
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF HALEY
IRS990/Form990PartVIISectionAGrp/PersonNm6LETON L HARDING JR
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES R HENDERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER KNIGHTING
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES H MAJORS
IRS990/Form990PartVIISectionAGrp/PersonNm10GARY R SHOOK
IRS990/Form990PartVIISectionAGrp/PersonNm11DOROTHY M WELCH MBA
IRS990/Form990PartVIISectionAGrp/PersonNm12BRUCE T WHITEHURST
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVEN C YEAKEL CAE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt047650
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt056981
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt026000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt026000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt056981
IRS990/GrantsToDomesticOrgsGrp/TotalAmt056981
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047650
IRS990/GrossReceiptsAmt0136348
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt030104
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030104
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01435171
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01489762
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IT IS THE MISSION OF THE VBA EDUCATION FOUNDATION TO ADVANCE PERSONAL FINANCIAL LITERACY ACROSS THE COMMONWEALTH OF VIRGINIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01579310
IRS990/NetAssetsOrFundBalancesEOYAmt01626609
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt047650
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt047650
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01579310
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01626609
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0416
IRS990/OfficeExpensesGrp/TotalAmt0416
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK SERVICES CHARGES
IRS990/OtherExpensesGrp/Desc1OTHER ADMINISTRATIVE EX
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/TotalAmt0609
IRS990/OtherExpensesGrp/TotalAmt1182
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STACY PUCKETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL SENIORS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt078610
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0102978
IRS990/PYInvestmentIncomeAmt074920
IRS990/PYOtherExpensesAmt06415
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt044137
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0109393
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0153530
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt047299
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt043702
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0439818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018182
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0162344
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01160
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41510
IRS990ScheduleA/PublicSupportPY170Pct00.37940
IRS990ScheduleA/PublicSupportTotal170Amt0249942
IRS990ScheduleA/SubstantialContributorsTotAmt0189876
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt078610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057860
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0439818
IRS990ScheduleA/TotalSupportAmt0602162
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt032000
IRS990ScheduleI/RecipientTable/CashGrantAmt114981
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL LITERACY TRAINING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1VA READS ONE BOOK-ONE READING EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FINANCIAL LITERACY FOR COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VIRGINIA COUNCIL ON ECONOMIC EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1READ TO THEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2VA FOUNDATION FOR INDEPENDENT COLLEGES
IRS990ScheduleI/RecipientTable/RecipientEIN0237087052
IRS990ScheduleI/RecipientTable/RecipientEIN1200953916
IRS990ScheduleI/RecipientTable/RecipientEIN2540554396
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 W MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12201 W BROAD ST STE 206
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2901 E BYRD ST STE 1605
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/ZIPCd123220
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd223219
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/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED EACH YEAR TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VBA EDUCATION FOUNDATION DOES NOT HAVE PAID OFFICERS OR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01579310
IRS990/TotalAssetsEOYAmt01626609
IRS990/TotalAssetsGrp/BOYAmt01579310
IRS990/TotalAssetsGrp/EOYAmt01626609
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt058594
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06068
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082981
IRS990/TotalFunctionalExpensesGrp/TotalAmt089049
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01579310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01626609
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt082981
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt077754
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0136348
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01579310
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01626609
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0367
IRS990/TravelGrp/TotalAmt0367
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY PUCKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08046437469
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VBA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VBAE
ReturnHeader/Filer/EIN0204943021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,626,609
Liabilities
$0
Net assets
$1,626,609
Revenue
$136,348
Expenses
$89,049
Net income
$47,299
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits