Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2016 • EIN 47-2486135

Jul 01, 2015 to Jun 30, 2016 • Filed on May 16, 2016

Organization Profilewww.planbeeacademy.org
26468 Collosse RdWindsor, VA 23487

(757) 403-4507

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.59x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.27x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

$577,373

No earlier filing loaded for comparison.

Net Assets

$234,779

No earlier filing loaded for comparison.

Liabilities

$342,594

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin79th percentile

Revenue

$1,246,533

No earlier filing loaded for comparison.

Expenses

$1,011,754

No earlier filing loaded for comparison.

Net Income

$234,779

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$577,373
Liabilities$342,594
Net Assets$234,779
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,246,533
Expenses$1,011,754
Net Income$234,779
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 16, 2016
Return Version
2015v3.0
Gross Receipts
$1,246,533
Mission and Program Overview

Mission

School

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$312,681-
Cash and Non-Interest-Bearing Accounts-$244,874-
Rtn Earn Endowment Incm Other Fnds-$234,779-
Loans From Officers Directors-$60,554-
Land, Buildings, and Equipment, Net-$5,856-
Total Assets$0$577,373▲ $577,373
Other Assets Total-$13,962-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$274,180-
Other Liabilities-$7,860-
Total Liabilities$0$342,594▲ $342,594
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$234,779▲ $234,779
Total Liabilities and Net Assets / Fund Balance$0$577,373▲ $577,373

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,856$1,396$7,252
Other Assets Org$5,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Wendy FitchExecutice DirectorFT$65,451$65,451
Chistine HolmesDirector/BookkeeperFT$44,762$44,762
Revenue and Support

Revenue Composition

Contributions and Grants
$13,219
Program Service Revenue
$1,233,314
Investment Income
$0
Other Revenue
$0
All Other Contributions
$12,618
Change in Net Assets
$234,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$729,628
Other Expenses$282,126
Total Fundraising Expense$150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$531,589$0$0$531,589
Current Officers, Directors, Trustees, and Key Employees$110,213$0$0$110,213
Occupancy$103,907$0$0$103,907
Fees for Services Legal$57,883$0$0$57,883
Fees for Services Management$49,550$0$0$49,550
Payroll Taxes$48,886$0$0$48,886
Other Employee Benefits$38,940$0$0$38,940
Office Expenses$30,966$0$150$31,116
Insurance$10,327$0$0$10,327
Interest$10,241$0$0$10,241
Conferences and Meetings$2,256$0$0$2,256
Other Expenses$1,960$0$0$1,960
Fees for Services Accounting$1,538$0$0$1,538
Depreciation Depletion$1,396$0$0$1,396
Travel$682$0$0$682
Advertising$637$0$0$637
Total Functional Expenses$1,011,604$0$150$1,011,754
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$60,554-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll taxes payable$7,685
Garnishment payable$175
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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
26468 Collosse Rd, Windsor, VA 23487

Signing Officer

Name
Wendy Fitch
Title
Executive Director
Phone
7574034507
Signed
2016-05-16
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
44
Volunteers
2

Preparer

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

Additional Explanations

Pt VI, Line 11B

“Directors meets with CPA and reviews.”

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.”

Raw XML Appendix360 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.

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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01233314
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01246533
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0577373
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt0682
IRS990/TravelGrp/TotalAmt0682
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026468 Collosse Rd
IRS990/USAddress/CityNm0Windsor
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0234874779
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.planbeeacademy.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY FITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07574034507
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plan Bee Academy
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0472486135
ReturnHeader/Filer/PhoneNum07574034507
ReturnHeader/Filer/USAddress/AddressLine1Txt026468 Collosse Rd
ReturnHeader/Filer/USAddress/CityNm0Windsor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023487
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/PreparerPersonNm0CHARLES S LOWDER
ReturnHeader/ReturnTs02017-02-15T07:44:09-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$577,373
Liabilities
$342,594
Net assets
$234,779
Revenue
$1,246,533
Expenses
$1,011,754
Net income
$234,779
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