Civic Intelligence

Plum Tree Educational Services

990 • Fiscal year 2018 • EIN 61-1293113

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profilewww.plumtreemontessori.com
436 Plum Springs RoadBowling Green, KY 42101

(270) 781-6980

Siviq Scores

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

Liabilities / Assets

91st percentile

0.62x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

5.7%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$253,541

Up $4,999 (+2.0%) from 2017

Net Assets

Up

$96,351

Up $23,207 (+32%) from 2017

Liabilities

Down

$157,190

Down $18,208 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin56th percentile

Revenue

Up

$406,401

Up $47,354 (+13%) from 2017

Expenses

Up

$383,194

Up $990 (+0.3%) from 2017

Net Income

Up

$23,207

Up $46,364 (+200%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $261,562Liabilities 2012: $227,746Net Assets 2012: $33,8162012Assets 2013: $276,003Liabilities 2013: $220,825Net Assets 2013: $55,1782013Assets 2014: $258,576Liabilities 2014: $201,214Net Assets 2014: $57,3622014Assets 2016: $277,745Liabilities 2016: $181,444Net Assets 2016: $96,3012016Assets 2017: $248,542Liabilities 2017: $175,398Net Assets 2017: $73,1442017Assets 2018: $253,541Liabilities 2018: $157,190Net Assets 2018: $96,3512018Assets 2019: $260,176Liabilities 2019: $143,436Net Assets 2019: $116,7402019Assets 2020: $282,676Liabilities 2020: $129,208Net Assets 2020: $153,4682020Assets 2022: $417,279Liabilities 2022: $98,898Net Assets 2022: $318,3812022Assets 2024: $366,926Liabilities 2024: $28,690Net Assets 2024: $338,2362024

Highlighted filing

2018

Assets$253,541
Liabilities$157,190
Net Assets$96,351
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $448,0862012Revenue 2013: $490,126Expenses 2013: $468,764Net Income 2013: $21,3622013Revenue 2014: $419,801Expenses 2014: $417,617Net Income 2014: $2,1842014Revenue 2016: $429,728Expenses 2016: $423,466Net Income 2016: $6,2622016Revenue 2017: $359,047Expenses 2017: $382,204Net Income 2017: -$23,1572017Revenue 2018: $406,401Expenses 2018: $383,194Net Income 2018: $23,2072018Revenue 2019: $429,233Expenses 2019: $408,844Net Income 2019: $20,3892019Revenue 2020: $401,607Expenses 2020: $364,879Net Income 2020: $36,7282020Revenue 2022: $530,990Expenses 2022: $459,794Net Income 2022: $71,1962022Revenue 2024: $502,950Expenses 2024: $578,726Net Income 2024: -$75,7762024

Highlighted filing

2018

Revenue$406,401
Expenses$383,194
Net Income$23,207
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$408,723
Mission and Program Overview

Mission

Private montessori school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$206,174$198,831▼ $7,343
Rtn Earn Endowment Incm Other Fnds$73,144$96,351▲ $23,207
Cash and Non-Interest-Bearing Accounts$42,368$54,710▲ $12,342
Total Assets$248,542$253,541▲ $4,999
Liabilities
Mortgage Notes Payable Secured by Investment Property$148,322$124,304▼ $24,018
Deferred Revenue$25,424$31,392▲ $5,968
Accounts Payable and Accrued Expenses$1,652$1,494▼ $158
Total Liabilities$175,398$157,190▼ $18,208
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,144$96,351▲ $23,207
Total Liabilities and Net Assets / Fund Balance$248,542$253,541▲ $4,999

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$165,225$74,637$239,862
Land$27,000-$27,000
Other Land Buildings$5,754$8,764$14,518
Equipment$852$10,848$11,700
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele JessiePresident/directorFT$55,529$10,248$65,777
Lauren BridgesVice PresidentFT$33,213-$33,213
Kent AndersonMember at Large-$5,030-$5,030
Kelly VanceMember at Large-$84-$84

Board Members and Trustees

NameTitle
Carrie PrattMember at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$397,043
Investment Income
$0
Other Revenue
$9,358
Change in Net Assets
$23,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$318,435
Other Expenses$64,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$193,952$0$0$193,952
Comp Disqual Persons$33,213$55,529$0$88,742
Payroll Taxes$21,214$4,279$0$25,493
Occupancy$14,482$0$0$14,482
Other Employee Benefits$0$10,248$0$10,248
Insurance$2,451$6,063$0$8,514
Depreciation Depletion$7,420$0$0$7,420
Interest$7,284$0$0$7,284
Office Expenses$2,050$3,578$0$5,628
Fees for Services Accounting$0$3,625$0$3,625
Fees for Services Other$3,415$0$0$3,415
Conferences and Meetings$0$423$0$423
Information Technology$0$84$0$84
Other Expenses$0$20$0$20
Total Functional Expenses$298,414$84,780$0$383,194
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,268
Fundraising Direct Expenses$2,322
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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
Plum Tree Educational Services Inc
EIN
61-1293113
Phone
2707816980
Address
436 PLUM SPRINGS ROAD, BOWLING GREEN, KY 42101

Signing Officer

Name
Michele Jessie
Title
President
Phone
2707816980
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Jessie
Formed
1997
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
3
Employees
23
Volunteers
6

Preparer

Firm
Theresa T Lowe CPA
Address
PO BOX 208, SMITHS GROVE, KY 42171-0208
Preparer
Theresa T Lowe CPA
Phone
2705633022
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The governing board is provided a copy of form 990 for review and discussion prior to submission to irs.”

Pt VI, Line 15A

“Guidelines from the national association of montessori teachers of america are used for determining executive director, teacher and staff pay. Officers affected directly by discussions of pay increase are not present in the meeting to discuss or vote on his/her salary.”

Pt VI, Line 15B

“Salaries for teachers, staff and officers are determined independently without individuals affected being present at meetings or allowed to vote on his/her salary.”

Pt VI, Line 2

“N/A”

Raw XML AppendixShowing 400 of 403 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/AccountsPayableAccrExpnssGrp/BOYAmt01652
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01494
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PRIVATE MONTESSORI SCHOOL
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MICHELE JESSIE
IRS990/BooksInCareOfDetail/PhoneNum02707816980
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0436 PLUM SPRINGS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOWLING GREEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd042101
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt042368
IRS990/CashNonInterestBearingGrp/EOYAmt054710
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt055529
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt033213
IRS990/CompDisqualPersonsGrp/TotalAmt088742
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0423
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt0423
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt011268
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt064759
IRS990/CYOtherRevenueAmt09358
IRS990/CYProgramServiceRevenueAmt0397043
IRS990/CYRevenuesLessExpensesAmt023207
IRS990/CYSalariesCompEmpBnftPaidAmt0318435
IRS990/CYTotalExpensesAmt0383194
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0406401
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt025424
IRS990/DeferredRevenueGrp/EOYAmt031392
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07420
IRS990/DepreciationDepletionGrp/TotalAmt07420
IRS990/Desc0THE PRIVATE SCHOOL UTILIZES THE MONTESSORI METHOD OF EDUCATION TO TEACH CHILDREN IN THEIR CRITICAL FORMATIVE YEARS. THE SCHOOL IS ACCREDITED BY MONTESSORI EDUCATORS INTERNATIONAL AND SERVES CHILDREN BETWEEN THE AGES OF 6 WEEKS THROUGH 6 YEARS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt023
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0298414
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03625
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt03625
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03415
IRS990/FeesForServicesOtherGrp/TotalAmt03415
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt010248
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHELE JESSIE
IRS990/Form990PartVIISectionAGrp/PersonNm1LAUREN BRIDGES
IRS990/Form990PartVIISectionAGrp/PersonNm2KENT ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CARRIE PRATT
IRS990/Form990PartVIISectionAGrp/PersonNm4KELLY VANCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt055529
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt133213
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25030
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt02322
IRS990/FundraisingGrossIncomeAmt011268
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0408723
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt084
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt084
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06063
IRS990/InsuranceGrp/ProgramServicesAmt02451
IRS990/InsuranceGrp/TotalAmt08514
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt07284
IRS990/InterestGrp/TotalAmt07284
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt094249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0206174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0198831
IRS990/LandBldgEquipCostOrOtherBssAmt0293080
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRIVATE MONTESSORI SCHOOL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0148322
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0124304
IRS990/NetAssetsOrFundBalancesBOYAmt073144
IRS990/NetAssetsOrFundBalancesEOYAmt096351
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08946
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08946
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt014482
IRS990/OccupancyGrp/TotalAmt014482
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03578
IRS990/OfficeExpensesGrp/ProgramServicesAmt02050
IRS990/OfficeExpensesGrp/TotalAmt05628
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010248
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010248
IRS990/OtherExpensesGrp/Desc0SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc1TEACHING MATERIALS
IRS990/OtherExpensesGrp/Desc2PENALTIES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0931
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220
IRS990/OtherExpensesGrp/ProgramServicesAmt012243
IRS990/OtherExpensesGrp/ProgramServicesAmt1690
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt013174
IRS990/OtherExpensesGrp/TotalAmt1690
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/Desc0KY WORK STUDY REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1CASH REWARDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0112
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0112
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1300
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0412
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0193952
IRS990/OtherSalariesAndWagesGrp/TotalAmt0193952
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04279
IRS990/PayrollTaxesGrp/ProgramServicesAmt021214
IRS990/PayrollTaxesGrp/TotalAmt025493
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHELE JESSIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0397043
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0250
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt066582
IRS990/PYOtherRevenueAmt016241
IRS990/PYProgramServiceRevenueAmt0342556
IRS990/PYRevenuesLessExpensesAmt0-23157
IRS990/PYSalariesCompEmpBnftPaidAmt0315622
IRS990/PYTotalExpensesAmt0382204
IRS990/PYTotalRevenueAmt0359047
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023207
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0397455
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt073144
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt096351
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0165225
IRS990ScheduleD/BuildingsGrp/DepreciationAmt074637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0239862
IRS990ScheduleD/EquipmentGrp/BookValueAmt0852
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010848
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011700
IRS990ScheduleD/LandGrp/BookValueAmt027000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05754
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08764
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014518
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0198831
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
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PLUM TREE MONTESSORI CELEBRATES THE DIVERSITY AND INDIVIDUALITY OF ALL CHILDREN AND THE FAMILIES SERVED. THE NONDISCRIMINATION POLICY IS PRINTED IN THE PARENT HANDBOOK AND IS PROMINENTLY DISPLAYED IN THE SCHOOL. THE NONDISCRIMINATION POLICY IS EXPLAINED DURING THE REGISTRATION PERIOD, AND THE RACIAL DIVERSITY IS DOCUMENTED DURING THE SCHOOL'S ANNUAL ACCREDITATION BY THE STATE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BOARD IS PROVIDED A COPY OF FORM 990 FOR REVIEW AND DISCUSSION PRIOR TO SUBMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GUIDELINES FROM THE NATIONAL ASSOCIATION OF MONTESSORI TEACHERS OF AMERICA ARE USED FOR DETERMINING EXECUTIVE DIRECTOR, TEACHER AND STAFF PAY. OFFICERS AFFECTED DIRECTLY BY DISCUSSIONS OF PAY INCREASE ARE NOT PRESENT IN THE MEETING TO DISCUSS OR VOTE ON HIS/HER SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES FOR TEACHERS, STAFF AND OFFICERS ARE DETERMINED INDEPENDENTLY WITHOUT INDIVIDUALS AFFECTED BEING PRESENT AT MEETINGS OR ALLOWED TO VOTE ON HIS/HER SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3N/A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0248542
IRS990/TotalAssetsEOYAmt0253541
IRS990/TotalAssetsGrp/BOYAmt0248542
IRS990/TotalAssetsGrp/EOYAmt0253541
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084780
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0298414
IRS990/TotalFunctionalExpensesGrp/TotalAmt0383194
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175398
IRS990/TotalLiabilitiesEOYAmt0157190
IRS990/TotalLiabilitiesGrp/BOYAmt0175398
IRS990/TotalLiabilitiesGrp/EOYAmt0157190
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt096351
IRS990/TotalOtherCompensationAmt010248
IRS990/TotalProgramServiceExpensesAmt0298414
IRS990/TotalProgramServiceRevenueAmt0397043
IRS990/TotalReportableCompFromOrgAmt093856
IRS990/TotalRevenueGrp/ExclusionAmt08946
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0397455
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0406401
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248542
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253541
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0436 PLUM SPRINGS ROAD
IRS990/USAddress/CityNm0BOWLING GREEN
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd042101
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.plumtreemontessori.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE JESSIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02707816980
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUM TREE EDUCATIONAL SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0611293113
ReturnHeader/Filer/PhoneNum02707816980
ReturnHeader/Filer/USAddress/AddressLine1Txt0436 PLUM SPRINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0BOWLING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F1A6C87E087310B078D13573DE4B1C93E3663BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F1A6C87E087310B078D13573DE4B1C93E3663BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.140.159.157
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:31:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THERESA T LOWE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SMITHS GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0421710208
ReturnHeader/PreparerPersonGrp/PhoneNum02705633022
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA T LOWE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T06:31:45-07:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,541
Liabilities
$157,190
Net assets
$96,351
Revenue
$406,401
Expenses
$383,194
Net income
$23,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.29$3.38$5.03$5.79$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.99$3.18$5.31$4.60$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$1.29$1.53$4.02$3.65$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$1.43$1.17$4.29$4.09$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.54$1.57$0.96$4.06$3.83$0.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$1.75$0.73$3.59$3.82$0.23
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$1.81$0.96$4.30$4.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.59$2.01$0.57$4.20$4.18$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.76$2.21$0.55$4.90$4.69$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$2.28$0.34$4.48