PLUM TREE EDUCATIONAL SERVICES INC

EIN: 611293113 501(c)(3) Education

BOWLING GREEN, KY

Total Revenue
$625,513
Total Expenses
$529,882
Total Assets
$468,453
Net Assets
$414,012
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
KY
Principal Officer
MICHELE JESSIE
Phone
2707816980
Tax Period
2023-01-01 to 2023-12-31

PLUM TREE EDUCATIONAL SERVICES INC, founded in 1997, is a small nonprofit in the Education sector that reported $626K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $96K, a strong 15% operating margin.

Mission

PRIVATE MONTESSORI SCHOOL

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $205,271
Program Service Revenue $410,346
Investment Income $1,565
Other Revenue $8,331
TOTAL REVENUE $625,513

Expense Breakdown

Grants Paid $0
Salaries & Benefits $433,349
Fundraising Expenses $0
Program Expenses $439,458
Other Expenses $96,533
TOTAL EXPENSES $529,882

Year-over-Year Comparison

2023 2022 Change
Revenue $625,513 $530,990 +0.2%
Expenses $529,882 $459,794 +0.2%
Net Income $95,631 $71,196 +0.3%
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

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Governance

Voting Members
4
Independent Members
2
Employees
19
Volunteers
6

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
2
$109,902
Total Directors
4
$116,502
Key Employees
2
$109,902
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELE JESSIE PRESIDENT/TREASURER/DIRECTOR 50.00
Officer Director Key Emp Highest
$63,664 $9,969 $73,633
LAUREN BRIDGES VICE PRESIDENT/DIRECTOR 40.00
Officer Director Key Emp
$35,213 $1,056 $36,269
KENT ANDERSON DIRECTOR 1.00
Director
$6,600 $0 $6,600
LINDSEY HOWARD DIRECTOR 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
2024 No data No data No data No data
2023 $625,513 $529,882 $468,453 $95,631
2022 $530,990 $459,794 $417,279 $71,196
2021 $521,096 $427,339 $358,185 $93,757
2020 $401,607 $364,879 $282,676 $36,728
2019 $429,233 $408,844 $260,176 $20,389
2018 $406,401 $383,194 $253,541 $23,207
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