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Nonprofit · EIN 61-1293113

PLUM TREE EDUCATIONAL SERVICES

Also known as PLUM TREE MONTESSORI

Tax-exempt · BOWLING GREEN, KY 42101

Financials

$626K$530K2023$503K$579K2024
Revenue Expenses · by fiscal year end
Financials of PLUM TREE EDUCATIONAL SERVICES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$502,950$578,726-$75,776$366,926$28,690$338,236
December 31, 2023990$625,513$529,882$95,631$468,453$54,441$414,012
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$493,493
Investment income
$446
Net income from fundraising events
$9,011
Other revenue
$9,011

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$160,290
Other salaries and wages
$295,246
Salaries, compensation and benefits (total)
$507,238
Professional fundraising fees
$0
Accounting fees
$4,850
Occupancy
$31,719
Travel
$1,362
Depreciation
$9,966
Program services (functional)
$492,493
Management and general (functional)
$86,233

Balance sheet and other

Total assets, start of year
$468,453
Total assets, end of year
$366,926
Total liabilities, end of year
$28,690
Net assets, end of year
$338,236
Land, buildings and equipment
$212,926
Gross receipts
$505,703
Employees
20
Volunteers
6
Year formed
1997
State of legal domicile
KY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MICHELE JESSIEPRESIDENT/TREASURER/DIRECTOR
Trustee or director, Officer, Key employee, Highest-paid employee
50$63,734$8,488
HANNAH HADLEYVICE PRESIDENT/DIRECTOR
Trustee or director, Officer
40$42,876$0
KALEE AESCHLIMANDIRECTOR
Trustee or director
40$34,054$0
HANNAH DICKEYDIRECTOR
Trustee or director
40$14,666$0
KENT ANDERSONDIRECTOR
Trustee or director
1$4,960$0
KALYN VICKDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
MICHELE JESSIEPRESIDENT/TREASURER/DIRECTOR
Trustee or director, Officer, Key employee, Highest-paid employee
50$63,664$9,969
LAUREN BRIDGESVICE PRESIDENT/DIRECTOR
Trustee or director, Officer, Key employee
40$35,213$1,056
KENT ANDERSONDIRECTOR
Trustee or director
1$6,600$0
LINDSEY HOWARDDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
436 PLUM SPRINGS RD, BOWLING GREEN, KY 42101-9165
In care of
% PLUM TREE MONTESSORI SCHOOL
Principal officer (990 for 2024)
MICHELE JESSIE, 436 PLUM SPRINGS ROAD, BOWLING GREEN, KY 42101
Signed the 990
MICHELE JESSIE, PRESIDENT
Phone
(270) 781-6980
Return prepared by
THERESA T LOWE CPA

Mission

PRIVATE MONTESSORI SCHOOL

990 for the year ended December 31, 2024

Program accomplishments

  • THE 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.
    Expenses $492,493 · revenue $493,493

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-1293113
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21Z)
Assets (IRS master file)
$366,926
Income (IRS master file)
$505,703

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$502,950$578,726$366,926XML
990December 2023$625,513$529,882$468,453XML
990December 2022$530,990$459,794$417,279IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1293113).

Questions about PLUM TREE EDUCATIONAL SERVICES

What is the EIN of PLUM TREE EDUCATIONAL SERVICES?
The employer identification number (EIN) of PLUM TREE EDUCATIONAL SERVICES is 61-1293113.
Is PLUM TREE EDUCATIONAL SERVICES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to PLUM TREE EDUCATIONAL SERVICES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PLUM TREE EDUCATIONAL SERVICES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PLUM TREE EDUCATIONAL SERVICES due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLUM TREE EDUCATIONAL SERVICES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PLUM TREE EDUCATIONAL SERVICES?
The 990 for the year ended December 31, 2024 names MICHELE JESSIE.
Who are the officers and directors of PLUM TREE EDUCATIONAL SERVICES?
The 990 for the year ended December 31, 2024 lists 6 people; 5 received compensation from the organization, the highest $63,734 (MICHELE JESSIE, PRESIDENT/TREASURER/DIRECTOR).
How much revenue does PLUM TREE EDUCATIONAL SERVICES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $502,950, expenses of $578,726 and total assets of $366,926 at year end.

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