Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2020 • EIN 47-2486135

Jul 01, 2019 to Jun 30, 2020 • Filed on May 01, 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

29th percentile

0.06x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.08x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$108,923

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

83rd percentile

32%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$10,025,030

Up $2,440,435 (+32%) from 2019

Net Assets

Up

$9,411,054

Up $3,611,840 (+62%) from 2019

Liabilities

Down

$613,976

Down $1,171,405 (-66%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Up

$7,834,865

Up $1,878,183 (+32%) from 2019

Expenses

Up

$4,223,025

Up $825,577 (+24%) from 2019

Net Income

Up

$3,611,840

Up $1,052,606 (+41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2020

Assets$10,025,030
Liabilities$613,976
Net Assets$9,411,054
Open 2020 Filing

Operations Trend

Revenue Growth84th 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

2020

Revenue$7,834,865
Expenses$4,223,025
Net Income$3,611,840
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 1, 2019
Return Version
2019v5.1
Gross Receipts
$7,840,699
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$5,799,214$9,411,054▲ $3,611,840
Cash and Non-Interest-Bearing Accounts$1,250,854$4,243,672▲ $2,992,818
Land, Buildings, and Equipment, Net$3,113,144$3,394,098▲ $280,954
Accounts Receivable$1,975,751$1,294,271▼ $681,480
Savings and Temporary Cash Investments$1,084,731$1,087,989▲ $3,258
Total Assets$7,584,595$10,025,030▲ $2,440,435
Other Assets Total$160,115$5,000▼ $155,115
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,770,003$587,600▼ $1,182,403
Other Liabilities$15,378$26,376▲ $10,998
Total Liabilities$1,785,381$613,976▼ $1,171,405
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,799,214$9,411,054▲ $3,611,840
Total Liabilities and Net Assets / Fund Balance$7,584,595$10,025,030▲ $2,440,435

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,589,198$61,734$1,650,932
Land$1,445,765-$1,445,765
Equipment$162,589$66,554$229,143
Leasehold Improvements$196,546$2,337$198,883
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wendy FitchExecutive DirectorFT$108,923$108,923
Christine HolmesDirector/BookkeeperFT$93,635$93,635
Revenue and Support

Revenue Composition

Contributions and Grants
$194
Program Service Revenue
$7,815,447
Investment Income
$3,259
Other Revenue
$15,965
All Other Contributions
$194
Change in Net Assets
$3,611,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,460,399
Other Expenses$762,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,845,302$0$0$2,845,302
All Other Expenses$295,776$0$0$295,776
Payroll Taxes$246,340$0$0$246,340
Current Officers, Directors, Trustees, and Key Employees$202,558$0$0$202,558
Occupancy$198,942$0$0$198,942
Other Employee Benefits$154,423$0$0$154,423
Office Expenses$87,230$0$0$87,230
Depreciation Depletion$77,523$0$0$77,523
Insurance$31,217$0$0$31,217
Interest$23,824$0$0$23,824
Fees for Services Legal$21,312$0$0$21,312
Pension Plan Contributions$11,776$0$0$11,776
Advertising$11,196$0$0$11,196
Fees for Services Accounting$8,750$0$0$8,750
Travel$6,856$0$0$6,856
Total Functional Expenses$4,223,025$0$0$4,223,025
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit card payable$16,287
Pension withholdings$3,546
Payroll taxes payable$3,327
Garnishments$2,811
Due to PTO$405
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
2019-05-01
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
125
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 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.”

Raw XML Appendix378 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt01975751
IRS990/AccountsReceivableGrp/EOYAmt01294271
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0School Provide educational programs for students with Autism and related disabilities.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt011196
IRS990/AdvertisingGrp/TotalAmt011196
IRS990/AllOtherContributionsAmt0194
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0295776
IRS990/AllOtherExpensesGrp/TotalAmt0295776
IRS990/BooksInCareOfDetail/PersonNm0Wendy Fitch
IRS990/BooksInCareOfDetail/PhoneNum07573751560
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt026468 Collosse Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Windsor
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023487
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01250854
IRS990/CashNonInterestBearingGrp/EOYAmt04243672
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0202558
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0202558
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt05834
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0194
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03259
IRS990/CYOtherExpensesAmt0762626
IRS990/CYOtherRevenueAmt015965
IRS990/CYProgramServiceRevenueAmt07815447
IRS990/CYRevenuesLessExpensesAmt03611840
IRS990/CYSalariesCompEmpBnftPaidAmt03460399
IRS990/CYTotalExpensesAmt04223025
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07834865
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt077523
IRS990/DepreciationDepletionGrp/TotalAmt077523
IRS990/Desc0Provided educational programs for students with Autism and related disabilities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0125
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04223025
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08750
IRS990/FeesForServicesAccountingGrp/TotalAmt08750
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt021312
IRS990/FeesForServicesLegalGrp/TotalAmt021312
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Wendy Fitch
IRS990/Form990PartVIISectionAGrp/PersonNm1Christine Holmes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0108923
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt193635
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director/Bookkeeper
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07840699
IRS990/GrossRentsGrp/RealAmt011138
IRS990/GrossSalesOfInventoryAmt010661
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt031217
IRS990/InsuranceGrp/TotalAmt031217
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt023824
IRS990/InterestGrp/TotalAmt023824
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03259
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0130625
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03113144
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03394098
IRS990/LandBldgEquipCostOrOtherBssAmt03524723
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0School Provide educational programs for students with Autism and related disabilities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01770003
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0587600
IRS990/NetAssetsOrFundBalancesBOYAmt05799214
IRS990/NetAssetsOrFundBalancesEOYAmt09411054
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04827
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04827
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt011138
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt011138
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0198942
IRS990/OccupancyGrp/TotalAmt0198942
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt087230
IRS990/OfficeExpensesGrp/TotalAmt087230
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0160115
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0154423
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0154423
IRS990/OtherLiabilitiesGrp/BOYAmt015378
IRS990/OtherLiabilitiesGrp/EOYAmt026376
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02845302
IRS990/OtherSalariesAndWagesGrp/TotalAmt02845302
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0246340
IRS990/PayrollTaxesGrp/TotalAmt0246340
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011776
IRS990/PensionPlanContributionsGrp/TotalAmt011776
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Wendy Fitch
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0616000
IRS990/ProgramServiceRevenueGrp/BusinessCd1616000
IRS990/ProgramServiceRevenueGrp/BusinessCd2616000
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/Desc1Transportation Rev
IRS990/ProgramServiceRevenueGrp/Desc2Miscellaneous
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07761151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt150850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23446
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016477
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03843
IRS990/PYOtherExpensesAmt0749751
IRS990/PYOtherRevenueAmt018536
IRS990/PYProgramServiceRevenueAmt05917826
IRS990/PYRevenuesLessExpensesAmt02559234
IRS990/PYSalariesCompEmpBnftPaidAmt02647697
IRS990/PYTotalExpensesAmt03397448
IRS990/PYTotalRevenueAmt05956682
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03611840
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt011138
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07834865
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05799214
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09411054
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01084731
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01087989
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01589198
IRS990ScheduleD/BuildingsGrp/DepreciationAmt061734
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01650932
IRS990ScheduleD/EquipmentGrp/BookValueAmt0162589
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066554
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0229143
IRS990ScheduleD/LandGrp/BookValueAmt01445765
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01445765
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0196546
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02337
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0198883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt316287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt43546
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll taxes payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Garnishments
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Due to PTO
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Credit card payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Pension withholdings
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03394098
IRS990ScheduleD/TotalLiabilityAmt026376
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/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07584595
IRS990/TotalAssetsEOYAmt010025030
IRS990/TotalAssetsGrp/BOYAmt07584595
IRS990/TotalAssetsGrp/EOYAmt010025030
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0194
IRS990/TotalEmployeeCnt0125
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04223025
IRS990/TotalFunctionalExpensesGrp/TotalAmt04223025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01785381
IRS990/TotalLiabilitiesEOYAmt0613976
IRS990/TotalLiabilitiesGrp/BOYAmt01785381
IRS990/TotalLiabilitiesGrp/EOYAmt0613976
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05799214
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09411054
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04223025
IRS990/TotalProgramServiceRevenueAmt07815447
IRS990/TotalReportableCompFromOrgAmt0202558
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07834671
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07834865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07584595
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010025030
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt06856
IRS990/TravelGrp/TotalAmt06856
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Fitch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07574034507
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/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/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles S Lowder CPA
ReturnHeader/ReturnTs02021-05-17T13:56:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,025,030
Liabilities
$613,976
Net assets
$9,411,054
Revenue
$7,834,865
Expenses
$4,223,025
Net income
$3,611,840
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