Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2021 • EIN 47-2486135

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

79th percentile

36%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$191,847

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

0.3%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$12,830,400

Up $2,805,370 (+28%) from 2020

Net Assets

Up

$12,229,545

Up $2,818,491 (+30%) from 2020

Liabilities

Down

$600,855

Down $13,121 (-2.1%) from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin79th percentile

Revenue

Up

$7,855,827

Up $20,962 (+0.3%) from 2020

Expenses

Up

$5,037,335

Up $814,310 (+19%) from 2020

Net Income

Down

$2,818,492

Down $793,348 (-22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$12,830,400
Liabilities$600,855
Net Assets$12,229,545
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$7,855,827
Expenses$5,037,335
Net Income$2,818,492
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$7,855,827
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$9,411,054$12,229,545▲ $2,818,491
Cash and Non-Interest-Bearing Accounts$4,243,672$5,840,391▲ $1,596,719
Land, Buildings, and Equipment, Net$3,394,098$3,368,360▼ $25,738
Savings and Temporary Cash Investments$1,087,989$3,095,520▲ $2,007,531
Accounts Receivable$1,294,271$521,129▼ $773,142
Total Assets$10,025,030$12,830,400▲ $2,805,370
Other Assets Total$5,000$5,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$587,600$587,600→ $0
Other Liabilities$26,376$13,255▼ $13,121
Total Liabilities$613,976$600,855▼ $13,121
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,411,054$12,229,545▲ $2,818,491
Total Liabilities and Net Assets / Fund Balance$10,025,030$12,830,400▲ $2,805,370

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,581,232$104,550$1,685,782
Land$1,445,765-$1,445,765
Equipment$149,917$120,525$270,442
Leasehold Improvements$191,446$7,437$198,883
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine Holmes--$186,989$9,428$196,417
Wendy Fitch--$190,223$5,252$195,475
Wendy FitchExecutive DirectorFT$191,847-$191,847
Christine HolmesDirector/BookkeeperFT$188,613-$188,613
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$7,834,232
Investment Income
$7,530
Other Revenue
$13,965
All Other Contributions
$100
Change in Net Assets
$2,818,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,112,218
Other Expenses$925,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$3,235,416$0$0$3,235,416
Current Officers, Directors, Trustees, and Key Employees$380,460$0$0$380,460
All Other Expenses$368,522$0$0$368,522
Payroll Taxes$279,309$0$0$279,309
Occupancy$195,934$0$0$195,934
Other Employee Benefits$189,703$0$0$189,703
Office Expenses$148,235$0$0$148,235
Depreciation Depletion$101,887$0$0$101,887
Insurance$71,039$0$0$71,039
Pension Plan Contributions$27,330$0$0$27,330
Fees for Services Legal$17,018$0$0$17,018
Fees for Services Lobbying$11,500$0$0$11,500
Travel$4,701$0$0$4,701
Advertising$3,944$0$0$3,944
Fees for Services Accounting$2,337$0$0$2,337
Total Functional Expenses$5,037,335$0$0$5,037,335
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,965
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$6,178
Pension withholdings$5,229
Payroll taxes payable$1,358
Garnishments$490
Due to PTO$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
2021-11-11
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
109
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.”

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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,830,400
Liabilities
$600,855
Net assets
$12,229,545
Revenue
$7,855,827
Expenses
$5,037,335
Net income
$2,818,492
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