Plan Bee Academy (EIN 472486135) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Wendy Fitch

Phone

7574034507

Tax Period

2023-07-01 to 2024-06-30

Plan Bee Academy, founded in 2015, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2017. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 40% operating margin.

Mission

Organization leases a facility to a school that provides educational programs for students with Autism and related disabilities. It also raises funds to assist students with tuition.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,424

Program Service Revenue $17,981

Investment Income $170,228

Other Revenue $71,153

TOTAL REVENUE $263,786

Expense Breakdown

Grants Paid $261,701

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $432,498

Other Expenses $170,797

TOTAL EXPENSES $432,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,786	$1,138,619	-0.8%
Expenses	$432,498	$587,282	-0.3%
Net Income	$-168,712	$551,337	-1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy Fitch	Executive Director	1.00	Director	$0	$0	$0
Christine Holmes	Director/Bookkeeper	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$263,786	$432,498	$15,454,686	$-168,712
2023	$1,138,619	$587,282	$15,590,530	$551,337
2022	$8,552,455	$5,765,726	$15,093,285	$2,786,729
2021	$7,855,827	$5,037,335	$12,830,400	$2,818,492
2020	$7,834,865	$4,223,025	$10,025,030	$3,611,840
2019	$5,956,682	$3,397,448	$7,584,595	$2,559,234
2018	$3,942,818	$2,361,252	$3,247,485	$1,581,566

Plan Bee Academy