Plum Tree Educational Services
EIN: 611293113 · Bowling Green, KY · NTEE: B21Z
| Metric | Value |
|---|---|
| Total Revenue | $506K |
| Total Expenses | $530K |
| Net Assets | $414K |
Is Plum Tree Educational Services Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Plum Tree Educational Services
Plum Tree Educational Services (EIN: 611293113) is a nonprofit organization based in Bowling Green, KY, classified under NTEE code B21Z. The organization reported total revenue of $506K and total assets of $367K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Plum Tree Educational Services's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Plum Tree Educational Services is a small nonprofit that has been operating for 28 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $626K |
| Total Expenses | $530K |
| Surplus / Deficit | +$96K |
| Total Assets | $468K |
| Total Liabilities | $54K |
| Net Assets | $414K |
| Operating Margin | 15.3% |
| Debt-to-Asset Ratio | 11.6% |
| Months of Reserves | 10.6 months |
Financial Health Grade: A
In 2023, Plum Tree Educational Services reported a surplus of $96K with revenue exceeding expenses, holds 10.6 months of operating reserves (strong position), has a debt-to-asset ratio of 11.6% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Plum Tree Educational Services's revenue has grown at a compound annual growth rate (CAGR) of 3.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +17.8% | +15.2% | +12.3% |
| 2022 | +1.9% | +7.6% | +16.5% |
| 2021 | +29.8% | +17.1% | +26.7% |
| 2020 | -6.4% | -10.8% | +8.6% |
| 2019 | +5.6% | +6.7% | +2.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Plum Tree Educational Services has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Plum Tree Educational Services with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $96K, with revenue exceeding expenses.
- Debt-to-asset ratio: 11.6%.
Frequently Asked Questions about Plum Tree Educational Services
Is Plum Tree Educational Services a legitimate charity?
Plum Tree Educational Services (EIN: 611293113) is a registered tax-exempt nonprofit based in Kentucky. It has 13 years of IRS 990 filings on record. Total revenue: $506K. No red flags identified. Financial health grade: A.
How does Plum Tree Educational Services spend its money?
Plum Tree Educational Services reported $506K in total revenue in IRS 990 filings. 13 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Plum Tree Educational Services tax-deductible?
Plum Tree Educational Services is registered as a tax-exempt nonprofit (EIN: 611293113). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Plum Tree Educational Services located?
Plum Tree Educational Services is headquartered in Bowling Green, Kentucky and files with the IRS under EIN 611293113. It is classified under NTEE code B21Z.
How many years of IRS 990 filings does Plum Tree Educational Services have?
Plum Tree Educational Services has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $506K in total revenue.
Filing History
IRS 990 filing history for Plum Tree Educational Services showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Plum Tree Educational Services's revenue has grown by 50.8%, moving from $415K to $626K. Total assets increased by 75.4% over the same period, from $267K to $468K. Total functional expenses rose by 25%, from $424K to $530K. In its most recent filing year (2023), Plum Tree Educational Services reported a surplus of $96K, with revenue exceeding expenses. The organization holds $54K in liabilities against $468K in assets (debt-to-asset ratio: 11.6%), resulting in net assets of $414K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $626K | $530K | $468K | $54K | — | — |
| 2022 | $531K | $460K | $417K | $99K | — | View 990 |
| 2021 | $521K | $427K | $358K | $111K | — | View 990 |
| 2020 | $402K | $365K | $283K | $129K | — | — |
| 2019 | $429K | $409K | $260K | $143K | — | View 990 |
| 2018 | $406K | $383K | $254K | $157K | — | View 990 |
| 2017 | $359K | $382K | $249K | $175K | — | View 990 |
| 2016 | $430K | $423K | $278K | $181K | — | View 990 |
| 2015 | $467K | $435K | $278K | $188K | — | View 990 |
| 2014 | $420K | $418K | $259K | $201K | — | View 990 |
| 2013 | $490K | $469K | $276K | $221K | — | View 990 |
| 2012 | $462K | $448K | $262K | $228K | — | View 990 |
| 2011 | $415K | $424K | $267K | $247K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $626K, expenses of $530K, and assets of $468K (revenue +17.8% year-over-year).
- 2022: Revenue of $531K, expenses of $460K, and assets of $417K (revenue +1.9% year-over-year).
- 2021: Revenue of $521K, expenses of $427K, and assets of $358K (revenue +29.8% year-over-year).
- 2020: Revenue of $402K, expenses of $365K, and assets of $283K (revenue -6.4% year-over-year).
- 2019: Revenue of $429K, expenses of $409K, and assets of $260K (revenue +5.6% year-over-year).
- 2018: Revenue of $406K, expenses of $383K, and assets of $254K (revenue +13.2% year-over-year).
- 2017: Revenue of $359K, expenses of $382K, and assets of $249K (revenue -16.4% year-over-year).
- 2016: Revenue of $430K, expenses of $423K, and assets of $278K (revenue -8.0% year-over-year).
- 2015: Revenue of $467K, expenses of $435K, and assets of $278K (revenue +11.3% year-over-year).
- 2014: Revenue of $420K, expenses of $418K, and assets of $259K (revenue -14.3% year-over-year).
- 2013: Revenue of $490K, expenses of $469K, and assets of $276K (revenue +6.1% year-over-year).
- 2012: Revenue of $462K, expenses of $448K, and assets of $262K (revenue +11.4% year-over-year).
- 2011: Revenue of $415K, expenses of $424K, and assets of $267K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Plum Tree Educational Services:
Data Sources and Methodology
This transparency report for Plum Tree Educational Services is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.