Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2019 • EIN 47-2486135

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization Profilewww.planbeeacademy.org
4500 Peek TrlChesapeake, VA 23321-2142

(757) 403-4507

Siviq Scores

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

Liabilities / Assets

59th percentile

0.24x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.30x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

98th percentile

134%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

51%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$7,584,595

Up $4,337,110 (+134%) from 2018

Net Assets

Up

$5,799,214

Up $2,559,234 (+79%) from 2018

Liabilities

Up

$1,785,381

Up $1,777,876 (+23689%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin89th percentile

Revenue

Up

$5,956,682

Up $2,013,864 (+51%) from 2018

Expenses

Up

$3,397,448

Up $1,036,196 (+44%) from 2018

Net Income

Up

$2,559,234

Up $977,668 (+62%) from 2018

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

2019

Assets$7,584,595
Liabilities$1,785,381
Net Assets$5,799,214
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$5,956,682
Expenses$3,397,448
Net Income$2,559,234
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$5,969,449
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$3,239,980$5,799,214▲ $2,559,234
Land, Buildings, and Equipment, Net$25,100$3,113,144▲ $3,088,044
Accounts Receivable$893,438$1,975,751▲ $1,082,313
Cash and Non-Interest-Bearing Accounts$1,479,123$1,250,854▼ $228,269
Savings and Temporary Cash Investments$835,862$1,084,731▲ $248,869
Total Assets$3,247,485$7,584,595▲ $4,337,110
Other Assets Total$13,962$160,115▲ $146,153
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,770,003-
Other Liabilities$7,505$15,378▲ $7,873
Total Liabilities$7,505$1,785,381▲ $1,777,876
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,239,980$5,799,214▲ $2,559,234
Total Liabilities and Net Assets / Fund Balance$3,247,485$7,584,595▲ $4,337,110

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,631,530$19,402$1,650,932
Land$1,445,765-$1,445,765
Equipment$35,849$33,700$69,549
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Wendy FitchExecutive DirectorFT$105,925$105,925
Christine HolmesDirector/BookkeeperFT$90,835$90,835

Board Members and Trustees

NameTitle
Bryan BanksonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$16,477
Program Service Revenue
$5,917,826
Investment Income
$3,843
Other Revenue
$18,536
All Other Contributions
$16,477
Change in Net Assets
$2,559,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,647,697
Other Expenses$749,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,090,727$0$0$2,090,727
Occupancy$336,222$0$0$336,222
Payroll Taxes$253,042$0$0$253,042
All Other Expenses$211,084$0$0$211,084
Current Officers, Directors, Trustees, and Key Employees$196,760$0$0$196,760
Other Employee Benefits$107,168$0$0$107,168
Office Expenses$94,962$0$0$94,962
Interest$40,265$0$0$40,265
Depreciation Depletion$29,269$0$0$29,269
Insurance$17,845$0$0$17,845
Fees for Services Accounting$8,750$0$0$8,750
Fees for Services Legal$5,483$0$0$5,483
Travel$4,807$0$0$4,807
Advertising$1,064$0$0$1,064
Total Functional Expenses$3,397,448$0$0$3,397,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,286
Fundraising Direct Expenses$0
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
Credit card payable$11,965
Payroll taxes payable$3,127
Due to PTO$286
Garnishment payable$0
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
4500 Peek Trl, Chesapeake, VA 23321-2142

Signing Officer

Name
Wendy Fitch
Title
Executive Director
Phone
7574034507
Signed
2019-11-13
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
83
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 11561. 11561. 0. 0.”

Form 990, Part IX, Line 24E

“Backgroumd checks 446. 446. 0. 0.”

Form 990, Part IX, Line 24E

“Bank Charges 232. 232. 0. 0.”

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

“Equipment Rental 5572. 5572. 0. 0.”

Form 990, Part IX, Line 24E

“Outside Contract Services 110935. 110935. 0. 0.”

Form 990, Part IX, Line 24E

“Special events 9276. 9276. 0. 0.”

Form 990, Part IX, Line 24E

“Tuition reimbursement 13235. 13235. 0. 0.”

Form 990, Part IX, Line 24E

“Auto expenses 15730. 15730. 0. 0.”

Form 990, Part IX, Line 24E

“Building repairs 24882. 24882. 0. 0.”

Form 990, Part IX, Line 24E

“Personal property tax 904. 904. 0. 0.”

Form 990, Part IX, Line 24E

“Taxes 2047. 2047. 0. 0.”

Form 990, Part IX, Line 24E

“Janitorial 8536. 8536. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 7728. 7728. 0. 0.”

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IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equal voting authority.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADT Security 11561. 11561. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Backgroumd checks 446. 446. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges 232. 232. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7QuickBooks payroll services 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Equipment Rental 5572. 5572. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Outside Contract Services 110935. 110935. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Special events 9276. 9276. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Tuition reimbursement 13235. 13235. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Auto expenses 15730. 15730. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Building repairs 24882. 24882. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Personal property tax 904. 904. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Taxes 2047. 2047. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Janitorial 8536. 8536. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Miscellaneous 7728. 7728. 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
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03247485
IRS990/TotalAssetsEOYAmt07584595
IRS990/TotalAssetsGrp/BOYAmt03247485
IRS990/TotalAssetsGrp/EOYAmt07584595
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016477
IRS990/TotalEmployeeCnt083
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03397448
IRS990/TotalFunctionalExpensesGrp/TotalAmt03397448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07505
IRS990/TotalLiabilitiesEOYAmt01785381
IRS990/TotalLiabilitiesGrp/BOYAmt07505
IRS990/TotalLiabilitiesGrp/EOYAmt01785381
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03239980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05799214
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03397448
IRS990/TotalProgramServiceRevenueAmt05917826
IRS990/TotalReportableCompFromOrgAmt0196760
IRS990/TotalRevenueGrp/ExclusionAmt03286
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05936919
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05956682
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03247485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07584595
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt04807
IRS990/TravelGrp/TotalAmt04807
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Fitch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07574034507
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0008AF2B5AA8919AD3938FF3F4BB9A26D0DFE6CE8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0008AF2B5AA8919AD3938FF3F4BB9A26D0DFE6CE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.134.40.96

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,584,595
Liabilities
$1,785,381
Net assets
$5,799,214
Revenue
$5,956,682
Expenses
$3,397,448
Net income
$2,559,234
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