Civic Intelligence

Plan Bee Academy

EIN 47-2486135 • 501(c)3 • Chesapeake, VA

Profile

School Provide educational programs for students with Autism and related disabilities.

4500 Peek TrlChesapeake, VA 23321-2142

www.planbeeacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

8.9%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$15,454,686

Down $135,844 (-0.9%) from 2023

Liabilities

Up

$24,905

Up $1,986 (+8.7%) from 2023

Net Assets

Down

$15,429,781

Down $137,830 (-0.9%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin82nd percentile

Revenue

Down

$263,786

Down $874,833 (-77%) from 2023

Expenses

Down

$432,498

Down $154,784 (-26%) from 2023

Net Income

Down

-$168,712

Down $720,049 (-131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2016: $577,373Liabilities 2016: $342,594Net Assets 2016: $234,7792016Assets 2017: $1,672,380Liabilities 2017: $13,965Net Assets 2017: $1,658,4152017Assets 2018: $3,247,485Liabilities 2018: $7,505Net Assets 2018: $3,239,9802018Assets 2019: $7,584,595Liabilities 2019: $1,785,381Net Assets 2019: $5,799,2142019Assets 2020: $10,025,030Liabilities 2020: $613,976Net Assets 2020: $9,411,0542020Assets 2021: $12,830,400Liabilities 2021: $600,855Net Assets 2021: $12,229,5452021Assets 2022: $15,093,285Liabilities 2022: $77,011Net Assets 2022: $15,016,2742022Assets 2023: $15,590,530Liabilities 2023: $22,919Net Assets 2023: $15,567,6112023Assets 2024: $15,454,686Liabilities 2024: $24,905Net Assets 2024: $15,429,7812024

Highlighted filing

2024

Assets$15,454,686
Liabilities$24,905
Net Assets$15,429,781
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2016: $1,246,533Expenses 2016: $1,011,754Net Income 2016: $234,7792016Revenue 2017: $3,013,371Expenses 2017: $1,590,883Net Income 2017: $1,422,4882017Revenue 2018: $3,942,818Expenses 2018: $2,361,252Net Income 2018: $1,581,5662018Revenue 2019: $5,956,682Expenses 2019: $3,397,448Net Income 2019: $2,559,2342019Revenue 2020: $7,834,865Expenses 2020: $4,223,025Net Income 2020: $3,611,8402020Revenue 2021: $7,855,827Expenses 2021: $5,037,335Net Income 2021: $2,818,4922021Revenue 2022: $8,552,455Expenses 2022: $5,765,726Net Income 2022: $2,786,7292022Revenue 2023: $1,138,619Expenses 2023: $587,282Net Income 2023: $551,3372023Revenue 2024: $263,786Expenses 2024: $432,498Net Income 2024: -$168,7122024

Highlighted filing

2024

Revenue$263,786
Expenses$432,498
Net Income-$168,712
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,454,686
Liabilities
$24,905
Net assets
$15,429,781
Revenue
$263,786
Expenses
$432,498
Net income
-$168,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.4$0.26$0.43$0.17
2023Detailed filing. Detailed filing data is available for this year.$15.6$0.02$15.6$1.14$0.59$0.55
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.08$15.0$8.55$5.77$2.79
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.60$12.2$7.86$5.04$2.82
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.61$9.41$7.83$4.22$3.61
2019Detailed filing. Detailed filing data is available for this year.$7.58$1.79$5.80$5.96$3.40$2.56
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.01$3.24$3.94$2.36$1.58
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$3.01$1.59$1.42
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.34$0.23$1.25$1.01$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$539,335
Mission and Program Overview

Mission

School

Organization leases a facility to a school that provides educational programs for students with Autism and related disabilities. It also raises funds to assist students with tuition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,567,611$15,429,781▼ $137,830
Land, Buildings, and Equipment, Net$3,528,747$6,601,956▲ $3,073,209
Savings and Temporary Cash Investments$6,192,891$6,363,059▲ $170,168
Cash and Non-Interest-Bearing Accounts$3,770,834$2,424,751▼ $1,346,083
Prepaid Expenses and Deferred Charges$34,970$34,970→ $0
Total Assets$15,590,530$15,454,686▼ $135,844
Other Assets Total$2,063,088$29,950▼ $2,033,138
Liabilities
Other Liabilities$22,919$24,905▲ $1,986
Total Liabilities$22,919$24,905▲ $1,986
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,567,611$15,429,781▼ $137,830
Total Liabilities and Net Assets / Fund Balance$15,590,530$15,454,686▼ $135,844

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,336,485-$5,336,485
Land$1,445,765-$1,445,765
Equipment$383,132-$383,132
Other Assets Org$0--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Christine HolmesDirector/Bookkeeper
Wendy FitchExecutive Director
Christine Holmes-
Wendy Fitch-
Revenue and Support

Revenue Composition

Contributions and Grants
$4,424
Program Service Revenue
$17,981
Investment Income
$170,228
Other Revenue
$71,153
All Other Contributions
$4,424
Change in Net Assets
$-168,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$261,701
Other Expenses$170,797
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$247,150--$247,150
Depreciation Depletion$103,159$0$0$103,159
All Other Expenses$30,883$0$0$30,883
Other Expenses$30,883$0$0$30,883
Grants to Domestic Orgs$14,551--$14,551
Fees for Services Legal$2,885$0$0$2,885
Office Expenses$2,647$0$0$2,647
Travel$280$0$0$280
Insurance$60$0$0$60
Total Functional Expenses$432,498$0$0$432,498
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,702
Fundraising Direct Expenses$34,890
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-DirectorsSee attached scheduleNo$288,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension withholdings$15,937
Credit card payable$8,968
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Plan Bee Academy
EIN
47-2486135
Phone
7574034507
Address
4500 Peek Trl, Chesapeake, VA 23321-2142

Signing Officer

Name
Wendy Fitch
Title
Executive Director
Phone
7574034507
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Fitch
Formed
2015
Legal Domicile
Va
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Charles S Lowder & Co LLC
Address
815 General Pickett Drive, Suffolk, VA 23434
Preparer
Charles S Lowder CPA
Phone
7576419755
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Directors meets with CPA and review.”

Pt VI, Line 2

“Wendy Fitch is a sister to Christine Holmes the other director.”

Pt VI, Line 1A

“Equal voting authority.”

Pt VI, Line 19

“No documents available to the public.”

Pt III, Line 3

“Organization ceased operating a school and now leases the facility to a school for individuals with Autisim and related disabilities. It contines to raise funds to assist students with tuition.”

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Wendy Fitch
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Christine Holmes
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Directors
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0See attached schedule
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Rental - Plan Bee Academy receives $24,000 a month for the leasing of a facility to Plan Bee Academy, Inc.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1Effective July 1, 2022, Plan Bee Academy, Inc took over operations of the school.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc028a
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc128a
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors meets with CPA and review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Wendy Fitch is a sister to Christine Holmes the other director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equal voting authority.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Organization ceased operating a school and now leases the facility to a school for individuals with Autisim and related disabilities. It contines to raise funds to assist students with tuition.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt III, Line 3
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IRS990/USAddress/AddressLine1Txt026468 Collosse Rd
IRS990/USAddress/CityNm0Windsor
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0234874779
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IRS990/WebsiteAddressTxt0www.planbeeacademy.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Fitch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07574034507
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plan Bee Academy
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0472486135
ReturnHeader/Filer/PhoneNum07574034507
ReturnHeader/Filer/USAddress/AddressLine1Txt04500 Peek Trl
ReturnHeader/Filer/USAddress/CityNm0Chesapeake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0233212142
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541996326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles S Lowder & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0815 General Pickett Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Suffolk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023434
ReturnHeader/PreparerPersonGrp/PhoneNum07576419755
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-17

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