Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2017 • EIN 47-2486135

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

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

Net Margin

90th percentile

47%

Higher net margin than 90% 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

98th percentile

190%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,672,380

Up $1,095,007 (+190%) from 2016

Net Assets

Up

$1,658,415

Up $1,423,636 (+606%) from 2016

Liabilities

Down

$13,965

Down $328,629 (-96%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin90th percentile

Revenue

Up

$3,013,371

Up $1,766,838 (+142%) from 2016

Expenses

Up

$1,590,883

Up $579,129 (+57%) from 2016

Net Income

Up

$1,422,488

Up $1,187,709 (+506%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2017

Assets$1,672,380
Liabilities$13,965
Net Assets$1,658,415
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

2017

Revenue$3,013,371
Expenses$1,590,883
Net Income$1,422,488
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$3,013,371
Mission and Program Overview

Mission

School

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$234,779$1,658,415▲ $1,423,636
Accounts Receivable$312,681$774,345▲ $461,664
Savings and Temporary Cash Investments-$550,168-
Cash and Non-Interest-Bearing Accounts$244,874$330,299▲ $85,425
Loans From Officers Directors$60,554--
Land, Buildings, and Equipment, Net$5,856$3,606▼ $2,250
Total Assets$577,373$1,672,380▲ $1,095,007
Other Assets Total$13,962$13,962→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$274,180--
Other Liabilities$7,860$13,965▲ $6,105
Total Liabilities$342,594$13,965▼ $328,629
Net Assets / Fund Balance
Total Net Assets Fund Balance$234,779$1,658,415▲ $1,423,636
Total Liabilities and Net Assets / Fund Balance$577,373$1,672,380▲ $1,095,007

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,606$3,646$7,252
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Wendy FitchExecutice DirectorFT$76,451$76,451
Christine HolmesDirector/BookkeeperFT$59,208$59,208

Highest Paid Contractors

ContractorServicesLocationCompensation
Rehabilitation Assoc PCOccupational & Speech Therapy4560 S Blvd Suite 310, Va Beach, VA 23452$139,800
Revenue and Support

Revenue Composition

Contributions and Grants
$4,088
Program Service Revenue
$3,009,115
Investment Income
$168
Other Revenue
$0
All Other Contributions
$2,078
Change in Net Assets
$1,422,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,211,384
Other Expenses$379,499
Total Fundraising Expense$862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$966,237$0$0$966,237
Occupancy$148,030$0$0$148,030
All Other Expenses$142,272$0$0$142,272
Current Officers, Directors, Trustees, and Key Employees$135,659$0$0$135,659
Payroll Taxes$82,652$0$0$82,652
Office Expenses$52,782$0$862$53,644
Other Employee Benefits$26,836$0$0$26,836
Fees for Services Legal$7,629$0$0$7,629
Insurance$7,232$0$0$7,232
Fees for Services Accounting$5,169$0$0$5,169
Interest$4,940$0$0$4,940
Other Expenses$2,374$0$0$2,374
Depreciation Depletion$2,250$0$0$2,250
Travel$1,099$0$0$1,099
Conferences and Meetings$460$0$0$460
Advertising$350$0$0$350
Total Functional Expenses$1,590,021$0$862$1,590,883
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$13,029
Garnishment payable$789
Due to PTO$147
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
2017-11-15
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.”

Form 990, Part IX, Line 24E

“Suspense 0. 0. 0. 0.”

Form 990, Part IX, Line 24E

“Auto License 46. 46. 0. 0.”

Form 990, Part IX, Line 24E

“Bank Charges 67. 67. 0. 0.”

Form 990, Part IX, Line 24E

“Business Registration Fees 420. 420. 0. 0.”

Form 990, Part IX, Line 24E

“Dues 45. 45. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment Rental 94. 94. 0. 0.”

Form 990, Part IX, Line 24E

“Outside Contract Services 141600. 141600. 0. 0.”

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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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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0WENDY FITCH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Exec Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors meets with CPA and reviews.
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/ExplanationTxt4Suspense 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Auto License 46. 46. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges 67. 67. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Business Registration Fees 420. 420. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues 45. 45. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Equipment Rental 94. 94. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Outside Contract Services 141600. 141600. 0. 0.
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/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0577373
IRS990/TotalAssetsEOYAmt01672380
IRS990/TotalAssetsGrp/BOYAmt0577373
IRS990/TotalAssetsGrp/EOYAmt01672380
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04088
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0862
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01590021
IRS990/TotalFunctionalExpensesGrp/TotalAmt01590883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0342594
IRS990/TotalLiabilitiesEOYAmt013965
IRS990/TotalLiabilitiesGrp/BOYAmt0342594
IRS990/TotalLiabilitiesGrp/EOYAmt013965
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0234779
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01658415
IRS990/TotalProgramServiceExpensesAmt01590021
IRS990/TotalProgramServiceRevenueAmt03009115
IRS990/TotalReportableCompFromOrgAmt0135659
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03009283
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03013371
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0577373
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01672380
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt01099
IRS990/TravelGrp/TotalAmt01099
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY FITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07574034507
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BEA77510FCF352B3F63E4BFB08DF3B1DF17D22F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0008AF2B5AA8919AD3938FF3F4BB9A26D0DFE6CE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.241.242.47
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:49:26
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/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES S LOWDER
ReturnHeader/ReturnTs02018-02-15T11:49:34-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,672,380
Liabilities
$13,965
Net assets
$1,658,415
Revenue
$3,013,371
Expenses
$1,590,883
Net income
$1,422,488
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