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PLUM TREE EDUCATIONAL SERVICES, INC.

Company Details

Name: PLUM TREE EDUCATIONAL SERVICES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 23 Jan 1997 (28 years ago)
Organization Date: 23 Jan 1997 (28 years ago)
Last Annual Report: 25 Jun 2024 (10 months ago)
Organization Number: 0427472
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 42101
City: Bowling Green, Hadley, Plum Springs, Richardsville
Primary County: Warren County
Principal Office: 436 PLUM SPRINGS RD, BOWLING GREEN, KY 42101
Place of Formation: KENTUCKY

Registered Agent

Name Role
MICHELE JESSIE Registered Agent

Incorporator

Name Role
DAVID L PARKS Incorporator
YETTA YOUNG Incorporator
CINDA SANDERS Incorporator
MICHELE JESSIE Incorporator
BRAD COFFMAN Incorporator
MARIJANE TAYLOR Incorporator

President

Name Role
Michele Sheppard Jessie President

Treasurer

Name Role
Michele Sheppard Jessie Treasurer

Vice President

Name Role
Hannah Laine Hadley Vice President

Director

Name Role
Michele Sheppard Jessie Director
Hannah Laine Hadley Director
DAVID L PARKS Director
YETTA YOUNG Director
CINDA SANDERS Director
LORI COFFMAN Director
BRAD COFFMAN Director
CHANDLER DEAL Director
Kent Anderson Director
Hannah Dickey Director

Filings

Name File Date
Annual Report Amendment 2024-06-25
Annual Report 2024-02-07
Annual Report 2023-06-13
Annual Report 2022-06-28
Annual Report Amendment 2021-09-15
Annual Report 2021-06-25
Annual Report 2020-06-24
Annual Report 2019-06-18
Annual Report 2018-06-13
Annual Report 2017-06-19

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-1293113 Corporation Unconditional Exemption 436 PLUM SPRINGS RD, BOWLING GREEN, KY, 42101-9165 1998-05
In Care of Name % PLUM TREE MONTESSORI SCHOOL
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-12
Asset 100,000 to 499,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 468453
Income Amount 627255
Form 990 Revenue Amount 625513
National Taxonomy of Exempt Entities -
Sort Name PLUM TREE MONTESSORI

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name PLUM TREE EDUCATIONAL SERVICES INC
EIN 61-1293113
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9727627005 2020-04-09 0457 PPP 436 Plum Springs Road, BOWLING GREEN, KY, 42101-9114
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62770.82
Loan Approval Amount (current) 62770.82
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57732
Servicing Lender Name Peoples Bank
Servicing Lender Address 138 Putnam St, MARIETTA, OH, 45750-2923
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOWLING GREEN, WARREN, KY, 42101-9114
Project Congressional District KY-02
Number of Employees 14
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27049
Originating Lender Name Peoples Bank
Originating Lender Address Louisville, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 63162.92
Forgiveness Paid Date 2020-11-25
5558878605 2021-03-20 0457 PPS 436 Plum Springs Rd, Bowling Green, KY, 42101-9165
Loan Status Date 2021-07-10
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 63413.42
Loan Approval Amount (current) 63413.42
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57732
Servicing Lender Name Peoples Bank
Servicing Lender Address 138 Putnam St, MARIETTA, OH, 45750-2923
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Bowling Green, WARREN, KY, 42101-9165
Project Congressional District KY-02
Number of Employees 14
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27049
Originating Lender Name Peoples Bank
Originating Lender Address Louisville, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 63569.78
Forgiveness Paid Date 2021-06-23

Sources: Kentucky Secretary of State