Civic Intelligence

Plum Tree Educational Services

990 • Fiscal year 2020 • EIN 61-1293113

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

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

87th percentile

0.46x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.32x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

9.1%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

57th percentile

8.6%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-6.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$282,676

Up $22,500 (+8.6%) from 2019

Net Assets

Up

$153,468

Up $36,728 (+31%) from 2019

Liabilities

Down

$129,208

Down $14,228 (-9.9%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin56th percentile

Revenue

Down

$401,607

Down $27,626 (-6.4%) from 2019

Expenses

Down

$364,879

Down $43,965 (-11%) from 2019

Net Income

Up

$36,728

Up $16,339 (+80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$282,676
Liabilities$129,208
Net Assets$153,468
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$401,607
Expenses$364,879
Net Income$36,728
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$403,039
Mission and Program Overview

Mission

Private montessori school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$197,626$193,406▼ $4,220
Rtn Earn Endowment Incm Other Fnds$116,740$153,468▲ $36,728
Cash and Non-Interest-Bearing Accounts$58,889$87,018▲ $28,129
Receivables From Officers Etc$1,028--
Total Assets$260,176$282,676▲ $22,500
Other Assets Total$2,633$2,252▼ $381
Liabilities
Mortgage Notes Payable Secured by Investment Property$111,828$103,245▼ $8,583
Deferred Revenue$28,214$22,578▼ $5,636
Accounts Payable and Accrued Expenses$3,394$3,385▼ $9
Total Liabilities$143,436$129,208▼ $14,228
Net Assets / Fund Balance
Total Net Assets Fund Balance$116,740$153,468▲ $36,728
Total Liabilities and Net Assets / Fund Balance$260,176$282,676▲ $22,500

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,315$87,017$243,332
Land$27,000-$27,000
Equipment$2,995$14,406$17,401
Other Land Buildings$7,096$9,164$16,260
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele JessiePresident/treasurer/directorFT$58,704$10,692$69,396
Lauren BridgesVice President/secretaryFT$34,173-$34,173
Kent AndersonMember at Large-$5,080-$5,080

Board Members and Trustees

NameTitle
Lindsey HowardMember at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$114,981
Program Service Revenue
$280,949
Investment Income
$0
Other Revenue
$5,677
All Other Contributions
$10,000
Change in Net Assets
$36,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$300,949
Other Expenses$63,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,365$0$0$170,365
Current Officers, Directors, Trustees, and Key Employees$34,173$58,704$0$92,877
Payroll Taxes$22,492$4,523$0$27,015
Occupancy$13,825$0$0$13,825
Other Employee Benefits$0$10,692$0$10,692
Depreciation Depletion$8,930$0$0$8,930
Insurance$303$7,856$0$8,159
Office Expenses$3,723$2,768$0$6,491
Interest$6,363$0$0$6,363
Fees for Services Accounting$0$3,882$0$3,882
Fees for Services Other$2,152$0$0$2,152
Conferences and Meetings$145$805$0$950
Other Expenses$944$0$0$944
Information Technology$0$641$0$641
Total Functional Expenses$273,401$91,478$0$364,879
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,352
Fundraising Direct Expenses$1,432
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,028--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
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
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Jessie
Formed
1997
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
2
Employees
18
Volunteers
6

Preparer

Firm
Theresa T Lowe CPA
Address
PO BOX 208, SMITHS GROVE, KY 42171
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 Appendix397 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/ExplanationTxt0THE GOVERNING BOARD IS PROVIDED A COPY OF FORM 990 FOR REVIEW AND DISCUSSION PRIOR TO SUBMISSION TO IRS.
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ReturnHeader/TaxYr02020

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
$282,676
Liabilities
$129,208
Net assets
$153,468
Revenue
$401,607
Expenses
$364,879
Net income
$36,728
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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