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PHOENIX EDUCATION NETWORK, INC - Florida Company Profile

Company Details

Entity Name: PHOENIX EDUCATION NETWORK, 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: 08 Aug 2019 (6 years ago)
Last Event: AMENDMENT
Event Date Filed: 09 Dec 2019 (5 years ago)
Document Number: N19000008719
FEI/EIN Number 84-2776904

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

Address: 10270 Immokalee Rd, NAPLES, FL, 34120, US
Mail Address: 10270 Immokalee Rd, NAPLES, FL, 34120, US
ZIP code: 34120
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MATHIAS MATTHEW W Chairman 10270 Immokalee Rd, NAPLES, FL, 34120
MATHIAS MATTHEW W Director 10270 Immokalee Rd, NAPLES, FL, 34120
HALL TIMOTHY Treasurer 10270 Immokalee Rd, NAPLES, FL, 34120
TRUOG WILLIAM Director 10270 Immokalee Rd, NAPLES, FL, 34120
RUSSO MARK S Director 10270 Immokalee Rd, NAPLES, FL, 34120
AYERS DERRICK Vice Chairman 10270 Immokalee Rd, NAPLES, FL, 34120
Weston Greg W Director 10270 Immokalee Rd, NAPLES, FL, 34120
Donalds Erika Agent 3369 Pine Ridge Rd, NAPLES, FL, 34109

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000046405 OPTIMA CLASSICAL ACADEMY ACTIVE 2021-04-05 2026-12-31 - 10270 IMMOKALEE RD, NAPLES, FL, 34120
G19000113140 NAPLES CLASSICAL ACADEMY ACTIVE 2019-10-18 2029-12-31 - 10270 IMMOKALEE RD, NAPLES, FL, 34120

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-02-05 3369 Pine Ridge Rd, Suite 204, NAPLES, FL 34109 -
CHANGE OF MAILING ADDRESS 2022-02-03 10270 Immokalee Rd, NAPLES, FL 34120 -
CHANGE OF PRINCIPAL ADDRESS 2021-04-29 10270 Immokalee Rd, NAPLES, FL 34120 -
REGISTERED AGENT NAME CHANGED 2020-01-20 Donalds, Erika -
AMENDMENT 2019-12-09 - -

Court Cases

Title Case Number Docket Date Status
MASON CLASSICAL ACADEMY, INC., Appellant(s) v. PHOENIX EDUCATION NETWORK, INC., JOSEPH M. BAIRD, THE OPTIMA FOUNDATION, INC., MATT MATHIAS, HILLSDALE COLLEGE, INC., Appellee(s). 6D2023-2812 2023-06-09 Open
Classification NOA Final - Circuit Civil - Other
Court 6th District Court of Appeal
Originating Court Circuit Court for the Twentieth Judicial Circuit, Collier County
2022-CA-000987-000 I-XX

Parties

Name MASON CLASSICAL ACADEMY INC
Role Appellant
Status Active
Representations IAN PARRY, ESQ., SARAH C. PELLENBARG, ESQ., ROBERT L. ROCKE, ESQ., STEVEN L. BRANNOCK, ESQ., RAUL VALLES, ESQ.
Name PHOENIX EDUCATION NETWORK, INC
Role Appellee
Status Active
Name JOSEPH M. BAIRD
Role Appellee
Status Active
Representations JENNIFER BARRON, ESQ., Derek James Angell, KELSEY HAZZARD, ESQ., MICHAEL GAY, ESQ., JAMES MCKEE, ESQ., KATLIN C. CRAVATTA, ESQ., TODD B. ALLEN, ESQ.
Name THE OPTIMA FOUNDATION INC.
Role Appellee
Status Active
Name MATT MATHIAS
Role Appellee
Status Active
Name HILLSDALE COLLEGE INC
Role Appellee
Status Active
Name HON. JOSEPH C. FULLER, JR.
Role Judge/Judicial Officer
Status Active
Name Collier Clerk
Role Lower Tribunal Clerk
Status Active

Docket Entries

Docket Date 2023-09-01
Type Mediation
Subtype Confidential Statement
Description Confidential Statement ~ LOCATED IN IDCA CONFIDENTIAL
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-09-30
Type Brief
Subtype Reply Brief
Description Reply Brief
On Behalf Of MASON CLASSICAL ACADEMY, INC.
View View File
Docket Date 2024-08-29
Type Notice
Subtype Notice of Agreed Extension of Time - Reply Brief
Description 30- RB DUE 09/30/2024
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-07-31
Type Brief
Subtype Answer Brief
Description JOINT ANSWER BRIEF OF APPELLEES MATT MATHIAS, ERIKA DONALDS, PHOENIX EDUCATION NETWORK, INC., and THE OPTIMA FOUNDATION, INC.
On Behalf Of JOSEPH M. BAIRD
View View File
Docket Date 2024-06-27
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description 30- AB DUE 07/31/24
On Behalf Of JOSEPH M. BAIRD
Docket Date 2024-05-24
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description 30- AB due 07/01/24
On Behalf Of JOSEPH M. BAIRD
Docket Date 2024-05-02
Type Brief
Subtype Initial Brief
Description Initial Brief
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-05-01
Type Motions Relating to Oral Argument
Subtype Motion/Request for Oral Argument
Description Motion/Request for Oral Argument
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-03-27
Type Notice
Subtype Notice of Agreed Extension of Time
Description Stipulation for Extension of Time ~ AGREED NOTICE OF EXTENSION OF TIME TO SERVE INITIAL BRIEF//30 - IB DUE 5/1/24 (LAST REQUEST)
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-02-26
Type Notice
Subtype Notice of Agreed Extension of Time
Description Stipulation for Extension of Time ~ AGREED NOTICE OF EXTENSION OF TIME TO SERVE INITIAL BRIEF//30 - IB DUE 4/1/24
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-02-16
Type Record
Subtype Supplemental Record
Description Supplemental Records ~ FULLER - REDACTED (SUPPLEMENTAL 2) - 101 PAGES
On Behalf Of Collier Clerk
Docket Date 2023-12-13
Type Mediation
Subtype Mediation Report
Description Mediation Report ~ **LOCATED IN iDCA CONFIDENTIAL**
Docket Date 2023-10-23
Type Notice
Subtype Notice
Description Notice ~ NOTICE OF SCHEDULING MEDIATION
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2023-10-20
Type Order
Subtype Order Appointing Mediator
Description Misc. Mediation Order ~ The Unopposed Motion to Extend Time to Conduct Mediation, filed October 18, 2023, is granted. Mediation must be conducted by or on December 4, 2023.
Docket Date 2023-10-18
Type Motions Extensions
Subtype Motion for Extension of Time
Description Motion for Extension of Time ~ UNOPPOSED MOTION TO EXTEND TIMETO CONDUCT MEDIATION
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2023-09-15
Type Response
Subtype Response
Description RESPONSE ~ RESPONSE TO ORDER OF REFERRAL TO MEDIATION
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2023-09-15
Type Order
Subtype Order Appointing Mediator
Description Misc. Mediation Order ~ The Court hereby appoints Jack Day, mediator number 346 R, as mediator in this matter. Mediation must be conducted in conformity with the Sixth District Court of Appeal’s administrative orders and rules regarding appellate mediation and the Florida Rules for Certified and Court-Appointed Mediators. The Mediation Report must be completed and filed within ten days from conclusion of mediation but not later than ten days subsequent to expiration of the 60-day mediation period approved by the Order of Referral to Mediation dated September 7, 2023.
Docket Date 2023-09-07
Type Order
Subtype Order of Referral to Mediation
Description Order of Referral to Mediation ~ The foregoing case, having been reviewed by the Court, is hereby referred to Appellate Mediation.Within 10 days from the date of this Order, Appellant(s) must complete and file with this Court the Response to Order of Referral to Mediation, which is available on this Court’s website, https://6dca.flcourts.gov. If the parties agree on a mediator, the Court will enter an order appointing that mediator for this case. If the parties are not able to agree on a mediator, the Court will appoint a mediator from the Supreme Court list of approved mediators. A mediator need not be certified as an appellate mediator to be appointed.
Docket Date 2023-08-31
Type Mediation
Subtype Mediation Questionnaire
Description Mediation Questionnaire ~ ***LOCATED IN iDCA CONFIDENTIAL***
On Behalf Of JOSEPH M. BAIRD
Docket Date 2023-08-22
Type Mediation
Subtype Notice of Case under Consideration for Mediation
Description Case Under Consideration for Mediation Notice ~ This case is now under consideration for appellate mediation, and a decision will be made shortly whether to order mediation. An order will be issued advising you of that decision. If mediation is ordered, the time for preparing the record will not begin to run until the mediation process is complete.If you have questions regarding this Court’s appellate mediation program, you may view the Court's website, https://6dca.flcourts.gov/, under the "Mediation" tab for further information. If you have any questions regarding the Court’s mediation program, you may contact the mediation coordinator at (863) 940-6041.
Docket Date 2023-08-22
Type Order
Subtype Mediation Order to Counsel
Description Initial Mediation Order ~ This case is being reviewed by the Court to determine whether it is appropriate for appellate mediation. Parties must visit the Court’s website, https://6dca.flcourts.gov, to find the Mediation Questions & Answers, Mediation Questionnaire, and Confidential Statement Regarding Appropriateness of Appellate Mediation that must be completed and filed with the Court.Within 10 days from the date of this order, the Mediation Questionnaire and the Confidential Statement Regarding Appropriateness of Appellate Mediation must be e-filed through the Statewide Florida Courts E Filing Portal. BE ADVISED THAT OPPOSING COUNSEL SHOULD NOT BE SERVED COPIES OF THE CONFIDENTIAL STATEMENT REGARDING APPROPRIATENESS OF APPELLATE MEDIATION. When filing the Confidential Statement through the Statewide Florida Courts E-Filing Portal, DO NOT CHECK “SERVE ALL.” FAILURE TO ENSURE ALL BOXES FOR E SERVICE ARE UNCHECKED WILL RESULT IN PARTIES BEING SERVED AND WAIVER OF CONFIDENTIALITY.
Docket Date 2023-08-21
Type Order
Subtype Order on Motion to Consolidate
Description ORD-GRANTING CONSOLIDATION ~ The motion to consolidate 6D23-2812 and 6D23-3110 is granted for all purposes. The record on appeal in 6D23-2812 having already been prepared, the appellant shall, within three days from the date of this order, make any arrangements with the clerk of the lower tribunal necessary to provide any additional record necessary for 6D23-3110 as supplemental record, with the supplemental record to be transmitted to this court within twenty-five days from the date of this order. A single consolidated initial brief for both appeals shall be served in 6D23-2812 within forty days from the date of this order.
Docket Date 2023-08-14
Type Notice
Subtype Notice of Appearance
Description Notice of Appearance ~ NOTICE OF APPEARANCE AS CO-COUNSEL FOR APPELLEE HILLSDALE COLLEGE, INC.
On Behalf Of JOSEPH M. BAIRD
Docket Date 2023-08-02
Type Record
Subtype Supplemental Record
Description Supplemental Records ~ ***REDACTED*** FULLER- 838 PAGES
On Behalf Of Collier Clerk
Docket Date 2023-07-28
Type Record
Subtype Record on Appeal
Description Received Records ~ ***REDACTED*** FULLER- 4,006 PAGES
On Behalf Of Collier Clerk
Docket Date 2023-07-24
Type Motions Other
Subtype Motion To Consolidate
Description Motion To Consolidate ~ UNOPPOSED MOTION TO CONSOLIDATE
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2023-06-13
Type Order
Subtype Order on Filing Fee
Description fee - civil; atty
Docket Date 2023-06-13
Type Misc. Events
Subtype Case Filing Fee Paid through Portal
Description Case Filing Fee Paid through Portal
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2023-06-13
Type Letter
Subtype Acknowledgment Letter
Description Acknowledgment Letter 1
Docket Date 2023-06-09
Type Misc. Events
Subtype Fee Status
Description FP:Fee Paid Through Portal
Docket Date 2023-06-09
Type Notice
Subtype Notice of Appeal
Description Notice of Appeal Filed ~ WITH ORDER
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2023-12-20
Type Order
Subtype Order on Unsuccessful Mediation
Description Mediation Unsuccessful ~ The above-referenced case has been noted as an unsuccessful mediation. Accordingly, the ten day time period for filing directions to the clerk and designations to the court reporter, the fifty-day time period for preparing the record and serving copies of the index, the sixty-day time period for filing the record on appeal, and the seventy-day time period for filing of Appellant's Initial Brief shall commence as of the date of this order.
Docket Date 2025-01-03
Type Notice
Subtype Notice
Description APPELLANT'S NOTICE TO COURT OF PENDING SETTLEMENT
On Behalf Of MASON CLASSICAL ACADEMY, INC.
Docket Date 2024-12-30
Type Motions Other
Subtype Motion/Notice Voluntary Dismissal
Description JOINT NOTICE OF VOLUNTARY DISMISSAL AS A RESULT OF FULL SETTLEMENT WITH ALL APPELLEE, HILLSDALE COLLEGE, INC.
On Behalf Of MASON CLASSICAL ACADEMY, INC.

Documents

Name Date
ANNUAL REPORT 2025-01-13
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-16
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-01-07
ANNUAL REPORT 2020-01-20
Amendment 2019-12-09
Domestic Non-Profit 2019-08-08

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
84-2776904 Corporation Unconditional Exemption 10270 IMMOKALEE RD, NAPLES, FL, 34120-3939 2020-05
In Care of Name % DBA NAPLES CLASSICAL ACADEMY
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 School 170(b)(1)(A)(ii)
Tax Period 2023-06
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 23992768
Income Amount 12059253
Form 990 Revenue Amount 12040262
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)

Determination Letter

Final Letter(s) FinalLetter_84-2776904_PHOENIXEDUCATIONNETWORKINC_12062019_00.tif

Form 990-N (e-Postcard)

Organization Name PHOENIX EDUCATION NETWORK INC
EIN 84-2776904
Tax Year 2019
Beginning of tax period 2019-07-01
End of tax period 2020-06-30
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 2390 TAMIAMI TRL N STE 108, NAPLES, FL, 34103, US
Principal Officer's Name Erika Donalds
Principal Officer's Address 2390 TAMIAMI TRL N STE 108, Naples, FL, 34103, US
Website URL www.naplesclassical.org

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name PHOENIX EDUCATION NETWORK INC
EIN 84-2776904
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name PHOENIX EDUCATION NETWORK INC
EIN 84-2776904
Tax Period 202106
Filing Type E
Return Type 990
File View File

Date of last update: 03 Apr 2025

Sources: Florida Department of State