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HOLY TRINITY EPISCOPAL ACADEMY, INC. - Florida Company Profile

Company Details

Entity Name: HOLY TRINITY EPISCOPAL ACADEMY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 18 Dec 1962 (62 years ago)
Last Event: AMENDED AND RESTATEDARTICLES/NAME CHANGE
Event Date Filed: 27 Aug 1998 (27 years ago)
Document Number: 704956
FEI/EIN Number 590823947

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940
Mail Address: 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940
ZIP code: 32940
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HTEA RETIREMENT 2009 590823947 2011-07-05 HOLY TRINITY EPISCOPAL ACADEMY -
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-07-01
Business code 611000
Sponsor’s telephone number 3217238323
Plan sponsor’s mailing address 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940
Plan sponsor’s address 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940

Plan administrator’s name and address

Administrator’s EIN 590823947
Plan administrator’s name HOLY TRINITY EPISCOPAL ACADEMY
Plan administrator’s address 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940
Administrator’s telephone number 3217238323

Signature of

Role Plan administrator
Date 2010-02-01
Name of individual signing CATHERINE FORD
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Durrett Michelle Chief Financial Officer 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940
Miller Elizabeth President 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940
Durrett Michelle G Agent 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-11-15 Durrett, Michelle G -
REGISTERED AGENT ADDRESS CHANGED 2009-04-20 5625 HOLY TRINITY DRIVE, MELBOURNE, FL 32940 -
CHANGE OF MAILING ADDRESS 2008-03-05 5625 HOLY TRINITY DRIVE, MELBOURNE, FL 32940 -
CHANGE OF PRINCIPAL ADDRESS 2006-01-04 5625 HOLY TRINITY DRIVE, MELBOURNE, FL 32940 -
AMENDED AND RESTATEDARTICLES/NAME CHANGE 1998-08-27 HOLY TRINITY EPISCOPAL ACADEMY, INC. -
AMENDED AND RESTATEDARTICLES 1997-11-20 - -
NAME CHANGE AMENDMENT 1983-09-16 HOLY TRINITY EPISCOPAL SCHOOL, INC -

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J16000019731 TERMINATED 1000000702036 BREVARD 2015-12-30 2026-01-06 $ 695.01 STATE OF FLORIDA, DEPARTMENT OF REVENUE, MELBOURNE SERVICE CENTER, 6300 N WICKHAM RD STE 133A, MELBOURNE FL329402029

Documents

Name Date
ANNUAL REPORT 2025-02-06
ANNUAL REPORT 2024-03-04
AMENDED ANNUAL REPORT 2023-07-25
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-01-28
AMENDED ANNUAL REPORT 2019-11-15
AMENDED ANNUAL REPORT 2019-10-09
ANNUAL REPORT 2019-05-07

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0823947 Corporation Unconditional Exemption 5625 HOLY TRINITY DR, MELBOURNE, FL, 32940-7308 1997-12
In Care of Name -
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 Religious Organization
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period -
Asset 0
Income 0
Filing Requirement 990 - Not required to file (religious organization)
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount -
Income Amount -
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

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)

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7837397010 2020-04-08 0455 PPP 5625 HOLY TRINITY DR, MELBOURNE, FL, 32940-7308
Loan Status Date 2021-01-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1612200
Loan Approval Amount (current) 1612200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MELBOURNE, BREVARD, FL, 32940-7308
Project Congressional District FL-08
Number of Employees 147
NAICS code 611310
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 1623198.3
Forgiveness Paid Date 2020-12-23

Date of last update: 02 Apr 2025

Sources: Florida Department of State