Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2018 • EIN 47-2486135

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 03, 2019

Organization Profilewww.planbeeacademy.org
26468 Collosse RdWindsor, VA 23487-4776

(757) 403-4507

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

95th percentile

94%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

31%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,247,485

Up $1,575,105 (+94%) from 2017

Net Assets

Up

$3,239,980

Up $1,581,565 (+95%) from 2017

Liabilities

Down

$7,505

Down $6,460 (-46%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin88th percentile

Revenue

Up

$3,942,818

Up $929,447 (+31%) from 2017

Expenses

Up

$2,361,252

Up $770,369 (+48%) from 2017

Net Income

Up

$1,581,566

Up $159,078 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2018

Assets$3,247,485
Liabilities$7,505
Net Assets$3,239,980
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$3,942,818
Expenses$2,361,252
Net Income$1,581,566
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 3, 2019
Return Version
2017v2.2
Gross Receipts
$3,947,426
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$1,658,415$3,239,980▲ $1,581,565
Cash and Non-Interest-Bearing Accounts$330,299$1,479,123▲ $1,148,824
Accounts Receivable$774,345$893,438▲ $119,093
Savings and Temporary Cash Investments$550,168$835,862▲ $285,694
Land, Buildings, and Equipment, Net$3,606$25,100▲ $21,494
Total Assets$1,672,380$3,247,485▲ $1,575,105
Other Assets Total$13,962$13,962→ $0
Liabilities
Other Liabilities$13,965$7,505▼ $6,460
Total Liabilities$13,965$7,505▼ $6,460
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,658,415$3,239,980▲ $1,581,565
Total Liabilities and Net Assets / Fund Balance$1,672,380$3,247,485▲ $1,575,105

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,100$23,833$48,933
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Wendy FitchExecutive DirectorFT$86,481$86,481
Christine HolmesDirector/BookkeeperFT$69,154$69,154

Board Members and Trustees

NameTitle
Bryan BanksonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$35,394
Program Service Revenue
$3,894,735
Investment Income
$2,161
Other Revenue
$10,528
All Other Contributions
$35,394
Change in Net Assets
$1,581,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,819,870
Other Expenses$541,382
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,475,813$0$0$1,475,813
Occupancy$303,250$0$0$303,250
Current Officers, Directors, Trustees, and Key Employees$155,635$0$0$155,635
All Other Expenses$124,016$0$0$124,016
Payroll Taxes$122,056$0$0$122,056
Other Employee Benefits$66,366$0$0$66,366
Office Expenses$60,863$0$0$60,863
Depreciation Depletion$20,187$0$0$20,187
Insurance$9,974$0$0$9,974
Fees for Services Accounting$8,300$0$0$8,300
Advertising$7,746$0$0$7,746
Fees for Services Legal$4,707$0$0$4,707
Travel$2,179$0$0$2,179
Conferences and Meetings$160$0$0$160
Total Functional Expenses$2,361,252$0$0$2,361,252
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,136
Fundraising Direct Expenses$4,608
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to PTO$5,177
Payroll taxes payable$2,169
Garnishment payable$159
Credit card payable-
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 23487-4776

Signing Officer

Name
Wendy Fitch
Title
Executive Director
Phone
7574034507
Signed
2019-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Fitch
Formed
2015
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
0
Employees
53
Volunteers
2

Preparer

Firm
Charles S Lowder & Co LLC
Address
815 General Pickett Drive, Suffolk, VA 23434
Preparer
Charles S Lowder CPA Cfp
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 and husband to Bryan Bankson the other directors.”

Pt VI, Line 1A

“Equal voting authority.”

Pt VI, Line 19

“No documents available to the public.”

Form 990, Part IX, Line 24E

“ADT Security 2508. 2508. 0. 0.”

Form 990, Part IX, Line 24E

“Backgroumd checks 608. 608. 0. 0.”

Form 990, Part IX, Line 24E

“Bank Charges 59. 59. 0. 0.”

Form 990, Part IX, Line 24E

“Business Registration Fees 725. 725. 0. 0.”

Form 990, Part IX, Line 24E

“QuickBooks payroll services 2682. 2682. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment Rental 529. 529. 0. 0.”

Form 990, Part IX, Line 24E

“Outside Contract Services 81624. 81624. 0. 0.”

Form 990, Part IX, Line 24E

“Special events 9021. 9021. 0. 0.”

Form 990, Part IX, Line 24E

“Tuition reimbursement 850. 850. 0. 0.”

Form 990, Part IX, Line 24E

“Auto expenses 5826. 5826. 0. 0.”

Form 990, Part IX, Line 24E

“Building repairs 7950. 7950. 0. 0.”

Form 990, Part IX, Line 24E

“Personal property tax 1024. 1024. 0. 0.”

Form 990, Part IX, Line 24E

“Taxes 2436. 2436. 0. 0.”

Form 990, Part IX, Line 24E

“Janitorial 7277. 7277. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 897. 897. 0. 0.”

Raw XML Appendix385 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors meets with CPA and reviews.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Wendy Fitch is a sister to Christine Holmes and husband to Bryan Bankson the other directors.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Business Registration Fees 725. 725. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8QuickBooks payroll services 2682. 2682. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Equipment Rental 529. 529. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Outside Contract Services 81624. 81624. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Special events 9021. 9021. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Tuition reimbursement 850. 850. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Auto expenses 5826. 5826. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Building repairs 7950. 7950. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Personal property tax 1024. 1024. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Taxes 2436. 2436. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Janitorial 7277. 7277. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Miscellaneous 897. 897. 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01672380
IRS990/TotalAssetsEOYAmt03247485
IRS990/TotalAssetsGrp/BOYAmt01672380
IRS990/TotalAssetsGrp/EOYAmt03247485
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt035394
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02361252
IRS990/TotalFunctionalExpensesGrp/TotalAmt02361252
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013965
IRS990/TotalLiabilitiesEOYAmt07505
IRS990/TotalLiabilitiesGrp/BOYAmt013965
IRS990/TotalLiabilitiesGrp/EOYAmt07505
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01658415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03239980
IRS990/TotalProgramServiceExpensesAmt02361252
IRS990/TotalProgramServiceRevenueAmt03894735
IRS990/TotalReportableCompFromOrgAmt0155635
IRS990/TotalRevenueGrp/ExclusionAmt010528
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03896896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03942818
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01672380
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03247485
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt02179
IRS990/TravelGrp/TotalAmt02179
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026468 Collosse Rd
IRS990/USAddress/CityNm0Windsor
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0234874779
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.planbeeacademy.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY FITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07574034507
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-03
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/ZIPCd0234874776
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0008AF2B5AA8919AD3938FF3F4BB9A26D0DFE6CE8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0008AF2B5AA8919AD3938FF3F4BB9A26D0DFE6CE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.134.40.96
ReturnHeader/FilingSecurityInformation/IPDt02019-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:12:14
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/PreparationDt02019-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES S LOWDER CPA CFP
ReturnHeader/ReturnTs02019-02-14T13:12:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,247,485
Liabilities
$7,505
Net assets
$3,239,980
Revenue
$3,942,818
Expenses
$2,361,252
Net income
$1,581,566
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