Civic Intelligence

Vba Education Foundation

990 • Fiscal year 2021 • EIN 20-4943021

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 20, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

7.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

55%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,749,248

Up $122,639 (+7.5%) from 2020

Net Assets

Up

$1,749,248

Up $122,639 (+7.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Up

$210,777

Up $74,429 (+55%) from 2020

Expenses

Down

$88,138

Down $911 (-1.0%) from 2020

Net Income

Up

$122,639

Up $75,340 (+159%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2021

Assets$1,749,248
Liabilities$0
Net Assets$1,749,248
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$210,777
Expenses$88,138
Net Income$122,639
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.2
Gross Receipts
$210,777
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$1,489,762$1,584,115▲ $94,353
Cash and Non-Interest-Bearing Accounts$136,847$165,133▲ $28,286
Total Assets$1,626,609$1,749,248▲ $122,639
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,626,609$1,749,248▲ $122,639
Total Net Assets Fund Balance$1,626,609$1,749,248▲ $122,639
Total Liabilities and Net Assets / Fund Balance$1,626,609$1,749,248▲ $122,639
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Scott C HarvardChairman
Jeffrey M SzyperskiImmediate Past Chairman
Bruce T WhitehurstBoard Member
Charles H MajorsBoard Member
Dorothy M Welch MbaBoard Member
Gary R ShookBoard Member
Jeff HaleyBoard Member
Jennifer KnightingBoard Member
Leton L Harding JrBoard Member
Nathalia D ArtusBoard 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
$92,754
Program Service Revenue
$0
Investment Income
$118,023
Other Revenue
$0
All Other Contributions
$92,754
Change in Net Assets
$122,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,000
Other Expenses$6,138
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,000--$53,000
Grants to Domestic Individuals$29,000--$29,000
Fees for Service Investment Mgmnt Fees-$3,203-$3,203
Fees for Services Accounting-$1,700-$1,700
Office Expenses-$35-$35
Other Expenses-$25-$25
Total Functional Expenses$82,000$6,138$0$88,138
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Virginia Council on Economic EducationRichmond, VA501(c)(3)Va Public School Educators and for Uva Wise$32,000
Va Foundation for Independent CollegesRichmond, VA501(c)(3)Bright Future Scholarships and Enhancing Career Preparation$11,000
Read to ThemRichmond, VA501(c)(3)Va Reads One Book-one Reading Event$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
2022-07-20
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
Keiter Stephens Hurst Gary & Shreaves
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Jayme Mika
Phone
8047470000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0474712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt055971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023771
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0181398
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01160
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46930
IRS990ScheduleA/PublicSupportPY170Pct00.41510
IRS990ScheduleA/PublicSupportTotal170Amt0307902
IRS990ScheduleA/SubstantialContributorsTotAmt0166810
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0150969
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0474712
IRS990ScheduleA/TotalSupportAmt0656110
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt032000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt211000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VA PUBLIC SCHOOL EDUCATORS AND FOR UVA WISE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1VA READS ONE BOOK-ONE READING EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2BRIGHT FUTURE SCHOLARSHIPS AND ENHANCING CAREER PREPARATION
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:
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
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IRS990/TotalAssetsGrp/BOYAmt01626609
IRS990/TotalAssetsGrp/EOYAmt01749248
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt092754
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06138
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082000
IRS990/TotalFunctionalExpensesGrp/TotalAmt088138
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01626609
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01749248
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt082000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0118023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210777
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01626609
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01749248
IRS990/TotReportableCompRltdOrgAmt00
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,749,248
Liabilities
$0
Net assets
$1,749,248
Revenue
$210,777
Expenses
$88,138
Net income
$122,639
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
2021Detailed filing. Detailed filing data is available for this year.$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