Private montessori school

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$98K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $44K a year · 9% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$98K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $88
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$129K
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 4 voting members
Fine: 2 of 4 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$402K
Spent
$365K
To programs
75%
Net assets
$153K
By yearFY2020–FY2024
Revenue
$402K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$402K
FY2021$521K
FY2022$531K
FY2023$626K
FY2024$503K
Expenses
$365K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$365K
FY2021$427K
FY2022$460K
FY2023$530K
FY2024$579K
Net assets
$153K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$153K
FY2021$247K
FY2022$318K
FY2023$414K
FY2024$338K

From the FY2020 Form 990 · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $273K Management & general 25% · $91K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

4 people listed on the 990; $98K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/Treasurer/Director
$58,704Pt VII · Sec A
Vice President/Secretary
$34,173Pt VII · Sec A
Member at Large
$5,080Pt VII · Sec A
Member at Large
$0Pt VII · Sec A

Michele Jessie’s $64K as President/Treasurer/Director is at the 56th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Michele Jessie$63,734$63,664$61,675$59,290$58,704
Hannah Hadley$42,876————
Lauren Bridges—$35,213$41,796$37,872$34,173
Kalee Aeschliman$34,054————
Hannah Dickey$14,666————
Kent Anderson$4,960$6,600$3,550$5,460$5,080

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Plum Tree Educational Services executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Plum Tree Educational Services is an education nonprofit based in Bowling Green, KY.

Questions for Plum Tree Educational Services

Tap to ask. Plum Tree Educational Services sees how many people are interested.

Your first name shows with your question. Plum Tree Educational Services answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $273K · in their own filed words · FY2020
01

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.

$273Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$88

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$402K
Ln 12
Fees for servicesLn 2g$281K
Gifts and grantsLn 1h$115K
Other incomeLn 4–11$6K
Money outPt IX
$365K
Ln 25
Programscol B$273K
Managementcol C$91K
Owns and owesPt X
$153K
net assets · Ln 32
Cash and savingsLn 1–2$87K
Total assetsLn 16$283K
LiabilitiesLn 26$129K
PeoplePt VI, VII
4
listed · VII A
PaidVII A3
Voting boardVI 1a4
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$115K
Government grantsLn 1e$105K
Fundraising eventsLn 1c$6K
Fees for servicesLn 2g$281K
Other incomeLn 4–11$6K
Total revenueLn 12$402K
Assets in detailPt X, end of year
CashLn 1$87K
Cash and savings togetherLn 1–2$87K
Land, buildings, equipmentLn 10c$193K
Other assetsLn 15$2K
Total assetsLn 16$283K
LiabilitiesLn 26$129K
Net assetsLn 32$153K
OperationsPt I, VI
EmployeesI 518
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$59K$87K
Land, buildings, equipmentLn 10c$198K$193K
Total assetsLn 16$260K$283K
LiabilitiesLn 26$143K$129K
Net assetsLn 32$117K$153K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$93K$34K$59K$0
Other salaries and wagesLn 7$170K$170K$0$0
Other employee benefitsLn 9$11K$0$11K$0
Payroll taxesLn 10$27K$22K$5K$0
Accounting feesLn 11c$4K$0$4K$0
Other fees for servicesLn 11g$2K$2K$0$0
Office expensesLn 13$6K$4K$3K$0
Information technologyLn 14$641$0$641$0
OccupancyLn 16$14K$14K$0$0
Conferences, conventions and meetingsLn 19$950$145$805$0
InterestLn 20$6K$6K$0$0
Depreciation, depletion and amortizationLn 22$9K$9K$0$0
InsuranceLn 23$8K$303$8K$0
Other expenses (24a–d)Ln 24$13K$11K$2K$0
Total functional expensesLn 25$365K$273K$91K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $503K$579K−$76K$338K 990 PDF
FY2023 $626K$530K$96K$414K 990 PDF
FY2022 $531K$460K$71K$318K 990 PDF
FY2021 $521K$427K$94K$247K 990 PDF
FY2020 Viewing $402K$365K$37K$153K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $401,607 revenue, 12 lines filed
I-8 Contributions and grants$114,981
I-9 Program service revenuePrior year $418,346$280,949
I-10 Investment income$0
I-11 Other revenuePrior year $10,887$5,677
I-12 Total revenuePrior year $429,233$401,607
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $338,636$300,949
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $70,208$63,930
I-18 Total expensesPrior year $408,844$364,879
I-19 Revenue less expensesPrior year $20,389$36,728
Part VI · Governance 2 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $401,607 across 8 lines filed
VIII-1c Fundraising events$6,352
VIII-1e Government grants$104,981
VIII-1f All other contributions, gifts and grants$10,000
VIII-1h Total contributions, gifts and grants$114,981
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$280,949
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $4,920$4,920
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $757 · Unrelated business $0 · Excluded from tax $0$757
VIII-12 Total revenueRelated to mission $281,706 · Unrelated business $0 · Excluded from tax $4,920$401,607
Part IX · Statement of functional expenses $364,879 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $34,173 · Management $58,704 · Fundraising $0$92,877
IX-7 Other salaries and wagesPrograms $170,365 · Management $0 · Fundraising $0$170,365
IX-9 Other employee benefitsPrograms $0 · Management $10,692 · Fundraising $0$10,692
IX-10 Payroll taxesPrograms $22,492 · Management $4,523 · Fundraising $0$27,015
IX-11c Accounting feesPrograms $0 · Management $3,882 · Fundraising $0$3,882
IX-11g Other fees for servicesPrograms $2,152 · Management $0 · Fundraising $0$2,152
IX-13 Office expensesPrograms $3,723 · Management $2,768 · Fundraising $0$6,491
IX-14 Information technologyPrograms $0 · Management $641 · Fundraising $0$641
IX-16 OccupancyPrograms $13,825 · Management $0 · Fundraising $0$13,825
IX-19 Conferences, conventions and meetingsPrograms $145 · Management $805 · Fundraising $0$950
IX-20 InterestPrograms $6,363 · Management $0 · Fundraising $0$6,363
IX-22 Depreciation, depletion and amortizationPrograms $8,930 · Management $0 · Fundraising $0$8,930
IX-23 InsurancePrograms $303 · Management $7,856 · Fundraising $0$8,159
IX-24 Other expenses (24a–d)Programs $10,930 · Management $1,607 · Fundraising $0$12,537
IX-25 Total functional expensesPrograms $273,401 · Management $91,478 · Fundraising $0$364,879
Part X · Balance sheet $282,676 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $58,889$87,018
X-10c Land, buildings and equipment, netStart of year $197,626$193,406
X-15 Other assetsStart of year $2,633$2,252
X-16 Total assetsStart of year $260,176$282,676
X-17 Accounts payable and accrued expensesStart of year $3,394$3,385
X-19 Deferred revenueStart of year $28,214$22,578
X-26 Total liabilitiesStart of year $143,436$129,208
X-32 Total net assets or fund balancesStart of year $116,740$153,468
X-33 Total liabilities and net assetsStart of year $260,176$282,676
Part XI · Reconciliation of net assets $153,468 net assets at year end
XI-1 Total revenue$401,607
XI-2 Total expenses$364,879
XI-3 Revenue less expenses$36,728
XI-4 Net assets at start of year$116,740
XI-10 Net assets at end of year$153,468

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.