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  5. ADVOCATE PROGRAM, INC.

ADVOCATE PROGRAM, INC. - Florida Company Profile

Company Details

Entity Name: ADVOCATE PROGRAM, 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: 31 Dec 1975 (49 years ago)
Document Number: 734777
FEI/EIN Number 591622809

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL, 33126, US
Mail Address: 1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL, 33126, US
ZIP code: 33126
County: Miami-Dade
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1831416338 2010-04-23 2017-05-01 1150 NW 72ND AVE, SUITE 200, MIAMI, FL, 331261936, US 1150 NW 72ND AVE, SUITE 200, MIAMI, FL, 331261936, US

Contacts
Phone +1 305-704-0118
Fax 3057040119

Authorized person
Name M. DAVID MCGRIFF
Role CEO
Phone 3057040109

Taxonomy
Taxonomy Code 1041C0700X - Clinical Social Worker
License Number SW8621
State FL
Is Primary No
Taxonomy Code 251B00000X - Case Management Agency
License Number 1113AD280902
State FL
Is Primary Yes
Taxonomy Code 251S00000X - Community/Behavioral Health Agency
License Number 1359162280905
State FL
Is Primary No

Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
549300EYF59WC6PMYM35 734777 US-FL GENERAL ACTIVE -

Addresses
Legal C/O McGriff, M. David Ph. D., 1150 North West 72nd Avenue, Suite 200, Miami, US-FL, US, 33126
Headquarters 1150 North West 72nd Avenue, Suite 200, Miami, US-FL, US, 33126

Registration details
Registration Date 2014-05-07
Last Update 2023-08-04
Status LAPSED
Next Renewal 2016-04-26
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 734777

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2023 591622809 2024-08-22 ADVOCATE PROGRAM, INC. 87
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE STE 200, MIAMI, FL, 33126

Signature of
Role Plan administrator
Date 2024-08-22
Name of individual signing ALLAN ELLIOTT
Valid signature Filed with authorized/valid electronic signature
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2022 591622809 2023-09-19 ADVOCATE PROGRAM, INC. 96
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE STE 200, MIAMI, FL, 33126

Signature of
Role Plan administrator
Date 2023-09-19
Name of individual signing ALLAN ELLIOTT
Valid signature Filed with authorized/valid electronic signature
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2021 591622809 2022-05-13 ADVOCATE PROGRAM, INC. 101
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE STE 200, MIAMI, FL, 33126

Signature of
Role Plan administrator
Date 2022-05-13
Name of individual signing JESSICA BORMEY
Valid signature Filed with authorized/valid electronic signature
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2020 591622809 2021-06-15 ADVOCATE PROGRAM, INC. 92
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE STE 200, MIAMI, FL, 33126

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing JESSICA BORMEY
Valid signature Filed with authorized/valid electronic signature
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2019 591622809 2020-09-24 ADVOCATE PROGRAM, INC. 90
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE STE 200, MIAMI, FL, 33126
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2018 591622809 2019-10-04 ADVOCATE PROGRAM, INC. 93
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE STE 200, MIAMI, FL, 33126
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2017 591622809 2018-03-13 ADVOCATE PROGRAM, INC. 89
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE SUITE 200, MIAMI, FL, 33126
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2016 591622809 2017-03-09 ADVOCATE PROGRAM, INC. 98
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE SUITE 200, MIAMI, FL, 33126
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2015 591622809 2016-05-03 ADVOCATE PROGRAM, INC. 94
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE SUITE 200, MIAMI, FL, 33126
ADVOCATE PROGRAM, INC. RETIREMENT SAVINGS PLAN 2014 591622809 2015-05-06 ADVOCATE PROGRAM, INC. 108
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-06-01
Business code 541190
Sponsor’s telephone number 3057040120
Plan sponsor’s address 1150 NW 72ND AVENUE SUITE 200, MIAMI, FL, 33126

Key Officers & Management

Name Role Address
WILLIAM SAMEK President 1150 NW 72ND AVENUE, MIAMI, FL, 33126
TURNER ROBERTA H Secretary 1150 NW 72ND AVENUE, MIAMI, FL, 33126
Augustin Miguel Treasurer 1150 NW 72ND AVENUE, MIAMI, FL, 33126
Perez-Morina Isabel Chief Executive Officer 1150 NW 72ND AVENUE, MIAMI, FL, 33126
Perez-Morina Isabel Ph.D. Agent 1150 NW 72ND AVENUE, MIAMI, FL, 33126

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2018-08-22 Perez-Morina, Isabel, Ph.D. -
CHANGE OF PRINCIPAL ADDRESS 2013-07-05 1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL 33126 -
CHANGE OF MAILING ADDRESS 2013-07-05 1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL 33126 -
REGISTERED AGENT ADDRESS CHANGED 2013-07-05 1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL 33126 -

Documents

Name Date
ANNUAL REPORT 2025-01-23
ANNUAL REPORT 2024-01-26
ANNUAL REPORT 2023-01-27
ANNUAL REPORT 2022-01-04
ANNUAL REPORT 2021-01-07
ANNUAL REPORT 2020-01-13
ANNUAL REPORT 2019-01-23
AMENDED ANNUAL REPORT 2018-08-22
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-01-06

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
11FL222 Department of Veterans Affairs 64.033 - VA SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM 2011-09-15 2012-09-14 VA SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM
Recipient ADVOCATE PROGRAM, INC.
Recipient Name Raw THE ADVOCATE PROGRAM, INC.
Recipient UEI CM93M4PR1PB5
Recipient DUNS 087359980
Recipient Address 11285 SW 211TH STREET, SUITE 208, MIAMI, MIAMI-DADE, FLORIDA, 33189
Obligated Amount 753399.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1622809 Corporation Unconditional Exemption 1150 NW 72ND AVE STE 200, MIAMI, FL, 33126-1920 1981-04
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 Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 5626299
Income Amount 9188561
Form 990 Revenue Amount 9188561
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)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name ADVOCATE PROGRAM INC
EIN 59-1622809
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name ADVOCATE PROGRAM INC
EIN 59-1622809
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name ADVOCATE PROGRAM INC
EIN 59-1622809
Tax Period 201912
Filing Type P
Return Type 990
File View File
Organization Name ADVOCATE PROGRAM INC
EIN 59-1622809
Tax Period 201812
Filing Type P
Return Type 990
File View File
Organization Name ADVOCATE PROGRAM INC
EIN 59-1622809
Tax Period 201612
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3507227200 2020-04-27 0455 PPP 1150 NW 72 Avenue, Suite 200, MIAMI, FL, 33126-1936
Loan Status Date 2021-04-28
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 591786.77
Loan Approval Amount (current) 591786.77
Undisbursed Amount 0
Franchise Name -
Lender Location ID 283144
Servicing Lender Name U.S. Century Bank
Servicing Lender Address 2301 NW 87th Ave, DORAL, FL, 33172-2403
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Unanswered
Project Address MIAMI, MIAMI-DADE, FL, 33126-1936
Project Congressional District FL-26
Number of Employees 102
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 283144
Originating Lender Name U.S. Century Bank
Originating Lender Address DORAL, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 596764.26
Forgiveness Paid Date 2021-03-05
7941858307 2021-01-28 0455 PPS 1150 NW 72nd Ave Ste 200, Miami, FL, 33126-1920
Loan Status Date 2021-08-26
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 525385.32
Loan Approval Amount (current) 525385.32
Undisbursed Amount 0
Franchise Name -
Lender Location ID 283144
Servicing Lender Name U.S. Century Bank
Servicing Lender Address 2301 NW 87th Ave, DORAL, FL, 33172-2403
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Miami, MIAMI-DADE, FL, 33126-1920
Project Congressional District FL-26
Number of Employees 60
NAICS code 813410
Borrower Race White
Borrower Ethnicity Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 283144
Originating Lender Name U.S. Century Bank
Originating Lender Address DORAL, FL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 528292.93
Forgiveness Paid Date 2021-08-20

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Companies related by address

1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL, 33126, US

THE ADVOCATE GROUP, INC.

1150 NW 72ND AVENUE, SUITE 200, MIAMI, FL, 33126, US

THE ADVOCATE GROUP, INC.

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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