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ADVOCARE TRUST, INC. - Florida Company Profile

Company Details

Entity Name: ADVOCARE TRUST, 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 May 1988 (37 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 08 Nov 1990 (34 years ago)
Document Number: N26682
FEI/EIN Number 592899104

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

Address: 1501 BELCHER ROAD, North, Room 333, CLEARWATER, FL, 33765, US
Mail Address: 1501 BELCHER ROAD, NORTH, #219, CLEARWATER, FL, 33765, US
ZIP code: 33765
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVOCARE TRUST INC 401(K) PROFIT SHARING PLAN & TRUST 2023 592899104 2024-07-15 ADVOCARE TRUST, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 219, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2024-07-15
Name of individual signing SUE SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401(K) PROFIT SHARING PLAN & TRUST 2022 592899104 2023-04-03 ADVOCARE TRUST INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2023-04-03
Name of individual signing SUSANNA W SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401(K) PROFIT SHARING PLAN & TRUST 2021 592899104 2022-07-19 ADVOCARE TRUST INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2022-07-19
Name of individual signing SUSANNA SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401(K) PROFIT SHARING PLAN & TRUST 2020 592899104 2021-05-21 ADVOCARE TRUST INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2021-05-21
Name of individual signing SUSANNA SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401(K) PROFIT SHARING PLAN & TRUST 2019 592899104 2020-06-16 ADVOCARE TRUST INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2020-06-16
Name of individual signing SUSANNA SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401 K PROFIT SHARING PLAN TRUST 2018 592899104 2019-06-24 ADVOCARE TRUST INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2019-06-24
Name of individual signing SUSANNA SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401 K PROFIT SHARING PLAN TRUST 2017 592899104 2018-06-07 ADVOCARE TRUST INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2018-06-07
Name of individual signing SUSANNA SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401 K PROFIT SHARING PLAN TRUST 2016 592899104 2017-06-28 ADVOCARE TRUST INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2017-06-28
Name of individual signing SUSANNA W SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401 K PROFIT SHARING PLAN TRUST 2015 592899104 2016-07-11 ADVOCARE TRUST INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 333, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2016-07-11
Name of individual signing SUSANNA W SCHRAMEK
Valid signature Filed with authorized/valid electronic signature
ADVOCARE TRUST INC 401 K PROFIT SHARING PLAN TRUST 2014 592899104 2015-07-09 ADVOCARE TRUST INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 7277913972
Plan sponsor’s address 1501 N BELCHER RD, STE 219, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2015-07-09
Name of individual signing SUSANNA SCHRAMEK
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
GAMBLE CHARLES Director 609 Douglas Avenue, DUNEDIN, FL, 34698
RIDENOUR NANCY Director 2035 Indian Creek Court, Dunedin, FL, 34698
RIDENOUR NANCY Treasurer 2035 Indian Creek Court, Dunedin, FL, 34698
CULHAUE LINDA Director 2069 Ashbury Drive, CLEAWATER, FL, 33764
Simmons Nancy Director 2050 Coronet Lane, Clearwater, FL, 33764
Simmons Nancy President 2050 Coronet Lane, Clearwater, FL, 33764
Stock Greg Vice President P.O. Box 1038, Crystal Beach, FL, 34681
Langley Beth Director 1613 Nursery Road, Clearwater, FL, 33756
SCHRAMEK SUSANNA W Agent 1501 N BELCHER RD, NORTH, CLEARWATER, FL, 33765

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-03-17 1501 BELCHER ROAD, North, Room 333, CLEARWATER, FL 33765 -
CHANGE OF MAILING ADDRESS 2014-01-16 1501 BELCHER ROAD, North, Room 333, CLEARWATER, FL 33765 -
REGISTERED AGENT ADDRESS CHANGED 2014-01-16 1501 N BELCHER RD, NORTH, #219, CLEARWATER, FL 33765 -
REGISTERED AGENT NAME CHANGED 1993-04-20 SCHRAMEK, SUSANNA W -
NAME CHANGE AMENDMENT 1990-11-08 ADVOCARE TRUST, INC. -
AMENDMENT 1988-11-28 - -

Documents

Name Date
ANNUAL REPORT 2024-04-02
ANNUAL REPORT 2023-03-01
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-26
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-04-26
ANNUAL REPORT 2017-03-17
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-04-02

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-2899104 Corporation Unconditional Exemption 1501 N BELCHER RD STE 219, CLEARWATER, FL, 33765-1339 1989-03
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, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, 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 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 7333964
Income Amount 4329696
Form 990 Revenue Amount 432737
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 ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name ADVOCARE TRUST INC
EIN 59-2899104
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9956538710 2021-04-09 0455 PPS 1501 N Belcher Rd Ste 219, Clearwater, FL, 33765-1339
Loan Status Date 2022-01-04
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 49227.87
Loan Approval Amount (current) 49227.87
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21037
Servicing Lender Name The Northern Trust Company
Servicing Lender Address 50 S LaSalle St, CHICAGO, IL, 60603-1008
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clearwater, PINELLAS, FL, 33765-1339
Project Congressional District FL-13
Number of Employees 4
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 21037
Originating Lender Name The Northern Trust Company
Originating Lender Address CHICAGO, IL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 49541.01
Forgiveness Paid Date 2021-12-15
7779238103 2020-07-24 0455 PPP 1501 North BELCHER RD #219, CLEARWATER, FL, 33765-1300
Loan Status Date 2021-03-23
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45952
Loan Approval Amount (current) 45952
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21037
Servicing Lender Name The Northern Trust Company
Servicing Lender Address 50 S LaSalle St, CHICAGO, IL, 60603-1008
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLEARWATER, PINELLAS, FL, 33765-1300
Project Congressional District FL-13
Number of Employees 4
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 21037
Originating Lender Name The Northern Trust Company
Originating Lender Address CHICAGO, IL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 46214.95
Forgiveness Paid Date 2021-02-19

Date of last update: 01 Apr 2025

Sources: Florida Department of State