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THE TREE HOUSE EPISCOPAL MONTESSORI SCHOOL INC. - Florida Company Profile

Company Details

Entity Name: THE TREE HOUSE EPISCOPAL MONTESSORI SCHOOL 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 May 2017 (8 years ago)
Document Number: N17000004743
FEI/EIN Number 82-1441558

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

Address: 480 N COUNTY HIGHWAY 393, Building A, SANTA ROSA BEACH, FL, 32459, US
Mail Address: 480 N COUNTY HIGHWAY 393, Building A, SANTA ROSA BEACH, FL, 32459, US
ZIP code: 32459
County: Walton
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Kaelin Matt Trustee 480 N COUNTY HIGHWAY 393, SANTA ROSA BEACH, FL, 32459
ALEXANDER JILLIAN Director 480 N COUNTY HIGHWAY 393, SANTA ROSA BEACH, FL, 32459
THE TREE HOUSE EPISCOPAL MONTESSORI SCHOOL Agent 480 N COUNTY HIGHWAY 393, SANTA ROSA BEACH, FL, 32459

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-03-10 480 N COUNTY HIGHWAY 393, Building A, SANTA ROSA BEACH, FL 32459 -
CHANGE OF PRINCIPAL ADDRESS 2021-04-12 480 N COUNTY HIGHWAY 393, Building A, SANTA ROSA BEACH, FL 32459 -
CHANGE OF MAILING ADDRESS 2021-04-12 480 N COUNTY HIGHWAY 393, Building A, SANTA ROSA BEACH, FL 32459 -
REGISTERED AGENT NAME CHANGED 2019-04-01 THE TREE HOUSE EPISCOPAL MONTESSORI SCHOOL -

Documents

Name Date
ANNUAL REPORT 2025-02-11
AMENDED ANNUAL REPORT 2024-10-22
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-03-01
ANNUAL REPORT 2022-03-10
ANNUAL REPORT 2021-04-12
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-04-01
ANNUAL REPORT 2018-04-13
Domestic Non-Profit 2017-05-03

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
82-1441558 Corporation Unconditional Exemption 480 N COUNTY HIGHWAY 393, SANTA RSA BCH, FL, 32459-5362 2024-05
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 Educational Organization, Religious 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 -
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 Education: Kindergarten, Preschool, Nursery School, Early Admissions
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_82-1441558_THETREEHOUSEEPISCOPALMONTESSORISCHOOLINC_12042023_00.pdf

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9320127202 2020-04-28 0491 PPP 480 N COUNTY HIGHWAY 393, SANTA ROSA BEACH, FL, 32459-5362
Loan Status Date 2021-02-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 75800
Loan Approval Amount (current) 75800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39217
Servicing Lender Name Community Bank of Mississippi
Servicing Lender Address 1905, Community Bank Way, Flowood, MS, 39232
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SANTA ROSA BEACH, WALTON, FL, 32459-5362
Project Congressional District FL-01
Number of Employees 14
NAICS code 624410
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Childcare Center
Originating Lender ID 39217
Originating Lender Name Community Bank of Mississippi
Originating Lender Address Flowood, MS
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 76342.02
Forgiveness Paid Date 2021-01-19

Date of last update: 01 Apr 2025

Sources: Florida Department of State