Civic Intelligence

Plan Bee Academy

990 • Fiscal year 2022 • EIN 47-2486135

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

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

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$263,284

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

8.9%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$15,093,285

Up $2,262,885 (+18%) from 2021

Net Assets

Up

$15,016,274

Up $2,786,729 (+23%) from 2021

Liabilities

Down

$77,011

Down $523,844 (-87%) from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin81st percentile

Revenue

Up

$8,552,455

Up $696,628 (+8.9%) from 2021

Expenses

Up

$5,765,726

Up $728,391 (+14%) from 2021

Net Income

Down

$2,786,729

Down $31,763 (-1.1%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2022

Assets$15,093,285
Liabilities$77,011
Net Assets$15,016,274
Open 2022 Filing

Operations Trend

Revenue Growth58th 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

2022

Revenue$8,552,455
Expenses$5,765,726
Net Income$2,786,729
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.1
Gross Receipts
$8,552,455
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$12,229,545$15,016,274▲ $2,786,729
Savings and Temporary Cash Investments$3,095,520$6,111,458▲ $3,015,938
Land, Buildings, and Equipment, Net$3,368,360$3,620,756▲ $252,396
Cash and Non-Interest-Bearing Accounts$5,840,391$3,204,262▼ $2,636,129
Accounts Receivable$521,129$151,809▼ $369,320
Total Assets$12,830,400$15,093,285▲ $2,262,885
Other Assets Total$5,000$2,005,000▲ $2,000,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$587,600--
Other Liabilities$13,255$77,011▲ $63,756
Total Liabilities$600,855$77,011▼ $523,844
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,229,545$15,016,274▲ $2,786,729
Total Liabilities and Net Assets / Fund Balance$12,830,400$15,093,285▲ $2,262,885

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,998,846$164,973$2,163,819
Land$1,445,765-$1,445,765
Equipment$176,145$178,749$354,894
Other Assets Org$5,000--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy FitchExecutive DirectorFT$263,284-$263,284
Wendy Fitch--$237,692$25,592$263,284
Christine HolmesDirector/BookkeeperFT$253,230-$253,230
Christine Holmes--$227,692$25,538$253,230
Revenue and Support

Revenue Composition

Contributions and Grants
$587,600
Program Service Revenue
$7,939,576
Investment Income
$15,939
Other Revenue
$9,340
All Other Contributions
$587,600
Change in Net Assets
$2,786,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,610,232
Other Expenses$1,155,494
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$3,558,082$0$0$3,558,082
Current Officers, Directors, Trustees, and Key Employees$516,514$0$0$516,514
All Other Expenses$497,081$0$0$497,081
Payroll Taxes$304,363$0$0$304,363
Occupancy$209,902$0$0$209,902
Other Employee Benefits$195,603$0$0$195,603
Office Expenses$174,775$0$0$174,775
Depreciation Depletion$111,210$0$0$111,210
Insurance$104,152$0$0$104,152
Pension Plan Contributions$35,670$0$0$35,670
Fees for Services Accounting$31,000$0$0$31,000
Advertising$11,500$0$0$11,500
Fees for Services Lobbying$7,000$0$0$7,000
Fees for Services Legal$4,905$0$0$4,905
Travel$3,969$0$0$3,969
Total Functional Expenses$5,765,726$0$0$5,765,726
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,340
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
Payroll taxes payable$41,992
Pension withholdings$24,496
Credit card payable$8,883
Sunshine Fund Payable$1,640
Garnishments$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
2022-11-09
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
108
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.”

Raw XML AppendixShowing 400 of 417 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 review.
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.
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,093,285
Liabilities
$77,011
Net assets
$15,016,274
Revenue
$8,552,455
Expenses
$5,765,726
Net income
$2,786,729
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