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  5. MONTESSORI HOUSE OF OCALA, INC.

MONTESSORI HOUSE OF OCALA, INC. - Florida Company Profile

Company Details

Entity Name: MONTESSORI HOUSE OF OCALA, 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: 03 Mar 2008 (17 years ago)
Document Number: N08000002167
FEI/EIN Number 261615284

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 9880 SW 84TH COURT, SUITE D, OCALA, FL, 34481, US
Mail Address: 9880 SW 84th Court, Ocala, FL, 34481, US
ZIP code: 34481
County: Marion
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MONTESSORI HOUSE OF OCALA 401(K) PROFIT SHARING PLAN & TRUST 2019 261615284 2020-04-14 MONTESSORI HOUSE OF OCALA 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2020-04-14
Name of individual signing JILL FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401(K) PROFIT SHARING PLAN & TRUST 2019 261615284 2020-05-07 MONTESSORI HOUSE OF OCALA 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2020-05-07
Name of individual signing JILL FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2018 261615284 2019-09-20 MONTESSORI HOUSE OF OCALA, INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2019-09-20
Name of individual signing JILL FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2017 261615284 2018-07-30 MONTESSORI HOUSE OF OCALA, INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing JILL FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2016 261615284 2017-05-11 MONTESSORI HOUSE OF OCALA, INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2017-05-11
Name of individual signing JILL J FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2015 261615284 2016-05-26 MONTESSORI HOUSE OF OCALA, INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2016-05-26
Name of individual signing JILL J FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2014 261615284 2015-06-02 MONTESSORI HOUSE OF OCALA, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2015-06-02
Name of individual signing JILL J FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2013 261615284 2014-05-20 MONTESSORI HOUSE OF OCALA, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2014-05-20
Name of individual signing JILL J FERRER
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2012 261615284 2013-06-03 MONTESSORI HOUSE OF OCALA, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Signature of
Role Plan administrator
Date 2013-06-03
Name of individual signing MONTESSORI HOUSE OF OCALA, INC
Valid signature Filed with authorized/valid electronic signature
MONTESSORI HOUSE OF OCALA 401 K PROFIT SHARING PLAN TRUST 2011 261615284 2012-05-30 MONTESSORI HOUSE OF OCALA, INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 611000
Sponsor’s telephone number 3522373281
Plan sponsor’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203

Plan administrator’s name and address
Administrator’s EIN 261615284
Plan administrator’s name MONTESSORI HOUSE OF OCALA, INC
Plan administrator’s address 9880 SW 84TH CT STE D, OCALA, FL, 344817203
Administrator’s telephone number 3522373281

Signature of
Role Plan administrator
Date 2012-05-30
Name of individual signing MONTESSORI HOUSE OF OCALA, INC
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
FERRER JILL J President 13680 SW 71ST LANE, OCALA, FL, 34481
ZIMMERMAN ALESANDRA J Director 7690 SW 102 LOOP, OCALA, FL, 34476
FERRER JILL J Director 13680 SW 71ST LANE, OCALA, FL, 34481
BEATTY SHANNON A Vice President 23228 SW Marine Blvd., DUNNELLON, FL, 34431
BEATTY SHANNON A Director 23228 SW Marine Blvd., DUNNELLON, FL, 34431
FERRER JAMIE Secretary 10670 SW 73 Avenue, OCALA, FL, 34476
FERRER JAMIE Director 10670 SW 73 Avenue, OCALA, FL, 34476
FERRER VICTOR M Treasurer 13680 SW 71ST LANE, OCALA, FL, 34481
FERRER VICTOR M Director 13680 SW 71ST LANE, OCALA, FL, 34481
Ferrer KRYSTLE M Director 8414 SW 101 PLACE RD, OCALA, FL, 34481

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-27 13680 SW 71st Lane, Ocala, FL 34481 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-26 9880 SW 84th Court, Ocala, FL 34481 -
CHANGE OF MAILING ADDRESS 2020-01-21 9880 SW 84TH COURT, SUITE D, OCALA, FL 34481 -
REGISTERED AGENT NAME CHANGED 2012-01-11 FERRER, JILL JMRS. -
CHANGE OF PRINCIPAL ADDRESS 2010-01-06 9880 SW 84TH COURT, SUITE D, OCALA, FL 34481 -

Documents

Name Date
ANNUAL REPORT 2025-01-27
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-02-06
ANNUAL REPORT 2021-01-19
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-24
ANNUAL REPORT 2016-03-08

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
26-1615284 Corporation Unconditional Exemption 9880 SW 84TH CT STE D, OCALA, FL, 34481-7203 2008-07
In Care of Name % JILL J FERRER
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 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 25,000 to 99,999
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 84276
Income Amount 807720
Form 990 Revenue Amount 807720
National Taxonomy of Exempt Entities Education: Elementary, Secondary Education, K - 12
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)

Determination Letter
Final Letter(s) FinalLetter_26-1615284_MONTESSORIHOUSEOFOCALAINC_03102008_01.tif
FinalLetter_26-1615284_MONTESSORIHOUSEOFOCALAINC_03102008_02.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name MONTESSORI HOUSE OF OCALA INC
EIN 26-1615284
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name MONTESSORI HOUSE OF OCALA INC
EIN 26-1615284
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name MONTESSORI HOUSE OF OCALA INC
EIN 26-1615284
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name MONTESSORI HOUSE OF OCALA INC
EIN 26-1615284
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name MONTESSORI HOUSE OF OCALA INC
EIN 26-1615284
Tax Period 201812
Filing Type P
Return Type 990
File View File
Organization Name MONTESSORI HOUSE OF OCALA INC
EIN 26-1615284
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
6079627100 2020-04-14 0491 PPP 9880 SW 84TH CT STE D, OCALA, FL, 34481
Loan Status Date 2020-11-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 96900
Loan Approval Amount (current) 96900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94109
Servicing Lender Name Florida CU
Servicing Lender Address 1615 NW 80 Blvd, GAINESVILLE, FL, 32606-9140
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address OCALA, MARION, FL, 34481-0090
Project Congressional District FL-03
Number of Employees 19
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 94109
Originating Lender Name Florida CU
Originating Lender Address GAINESVILLE, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 97376.43
Forgiveness Paid Date 2020-10-13

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No other companies in our directory share the same officers as MONTESSORI HOUSE OF OCALA, INC.

Companies related by address

No other companies in our directory share the same address as MONTESSORI HOUSE OF OCALA, INC.

Date of last update: 02 Mar 2025

Sources: Florida Department of State

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