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ITSM ACADEMY, INC. - Florida Company Profile

Company Details

Entity Name: ITSM ACADEMY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ITSM ACADEMY, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

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: 29 Jan 2004 (21 years ago)
Document Number: P04000024330
FEI/EIN Number 200715308

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

Address: 222 YAMATO ROAD, BOCA RATON, FL, 33431, US
Mail Address: 222 YAMATO ROAD, BOCA RATON, FL, 33431, US
ZIP code: 33431
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ITSM ACADEMY INC. 401(K) PROFIT SHARING PLAN 2011 200715308 2015-05-01 ITSM ACADEMY INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 611000
Sponsor’s telephone number 9544913442
Plan sponsor’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309

Plan administrator’s name and address

Administrator’s EIN 200715308
Plan administrator’s name ITSM ACADEMY INC.
Plan administrator’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309
Administrator’s telephone number 9544913442

Signature of

Role Plan administrator
Date 2015-05-01
Name of individual signing JAYNE GROLL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-01
Name of individual signing JAYNE GROLL
Valid signature Filed with authorized/valid electronic signature
ITSM ACADEMY INC. 401(K) PROFIT SHARING PLAN 2011 200715308 2012-07-31 ITSM ACADEMY INC. 17
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 611000
Sponsor’s telephone number 9544913442
Plan sponsor’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309

Plan administrator’s name and address

Administrator’s EIN 200715308
Plan administrator’s name ITSM ACADEMY INC.
Plan administrator’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309
Administrator’s telephone number 9544913442

Signature of

Role Plan administrator
Date 2012-07-31
Name of individual signing JAYNE GROLL
Valid signature Filed with authorized/valid electronic signature
ITSM ACADEMY INC. 401(K) PROFIT SHARING PLAN 2010 200715308 2011-06-24 ITSM ACADEMY INC. 18
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 611000
Sponsor’s telephone number 9544913442
Plan sponsor’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309

Plan administrator’s name and address

Administrator’s EIN 200715308
Plan administrator’s name ITSM ACADEMY INC.
Plan administrator’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309
Administrator’s telephone number 9544913442

Signature of

Role Plan administrator
Date 2011-06-24
Name of individual signing ALYSE WOLFARD
Valid signature Filed with incorrect/unrecognized electronic signature
ITSM ACADEMY INC. 401(K) PROFIT SHARING PLAN 2010 200715308 2011-06-28 ITSM ACADEMY INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 611000
Sponsor’s telephone number 9544913442
Plan sponsor’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309

Plan administrator’s name and address

Administrator’s EIN 200715308
Plan administrator’s name ITSM ACADEMY INC.
Plan administrator’s address 100 W CYPRESS CREEK ROAD, SUITE 890, FORT LAUDERDALE, FL, 33309
Administrator’s telephone number 9544913442

Signature of

Role Plan administrator
Date 2011-06-28
Name of individual signing ALYSE WOLFARD
Valid signature Filed with authorized/valid electronic signature
ITSM ACADEMY INC 2009 200715308 2010-07-30 ITSM ACADEMY INC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 611000
Sponsor’s telephone number 9544913442
Plan sponsor’s address 100 W CYPRESS CREEK RD #890, FORT LAUDERDALE, FL, 33309

Plan administrator’s name and address

Administrator’s EIN 200715308
Plan administrator’s name ITSM ACADEMY INC
Plan administrator’s address 100 W CYPRESS CREEK RD #890, FORT LAUDERDALE, FL, 33309
Administrator’s telephone number 9544913442

Signature of

Role Plan administrator
Date 2010-07-30
Name of individual signing ITSM ACADEMY INC
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-30
Name of individual signing ITSM ACADEMY INC
Valid signature Filed with authorized/valid electronic signature
ITSM ACADEMY INC 2009 200715308 2010-07-29 ITSM ACADEMY INC 14
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 611000
Sponsor’s telephone number 9544913442
Plan sponsor’s address 100 W CYPRESS CREEK RD #890, FORT LAUDERDALE, FL, 33309

Plan administrator’s name and address

Administrator’s EIN 200715308
Plan administrator’s name ITSM ACADEMY INC
Plan administrator’s address 100 W CYPRESS CREEK RD #890, FORT LAUDERDALE, FL, 33309
Administrator’s telephone number 9544913442

Signature of

Role Plan administrator
Date 2010-07-29
Name of individual signing ITSM ACADEMY INC
Valid signature Filed with incorrect/unrecognized electronic signature

Key Officers & Management

Name Role Address
SCHWARTZ LISA Manager 4841 NW 5TH LN, BOCA RATON, FL, 33431
Schwartz Lisa Agent 4841 NW 5TH LN, BOCA RATON, FL, 33431

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G04222900149 ITSM BOOKSTORE EXPIRED 2004-08-09 2024-12-31 - 222 YAMATO ROAD, SUITE 106-230, BOCA RATON, FL, 33431
G04222900150 ITSM ADVISOR ACTIVE 2004-08-09 2029-12-31 - 222 YAMATO RD STE 106-230, SUITE 106-230, BOCA RATON, FL, 33431

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-01-07 Schwartz, Lisa -
REGISTERED AGENT ADDRESS CHANGED 2019-01-07 4841 NW 5TH LN, BOCA RATON, FL 33431 -
CHANGE OF MAILING ADDRESS 2017-11-22 222 YAMATO ROAD, SUITE 106-230, BOCA RATON, FL 33431 -
CHANGE OF PRINCIPAL ADDRESS 2017-10-19 222 YAMATO ROAD, SUITE 106-230, BOCA RATON, FL 33431 -

Documents

Name Date
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-03-17
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-01-07
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-04
ANNUAL REPORT 2015-01-12

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PO AWARD TPDBPD1100042 2011-07-11 2011-09-29 2011-09-29
Unique Award Key CONT_AWD_TPDBPD1100042_2036_-NONE-_-NONE-
Awarding Agency Department of the Treasury
Link View Page

Description

Title ITIL V3 INTERMEDIATE CONTINUAL SERVICE IMPROVEMENT COURSE
NAICS Code 611420: COMPUTER TRAINING
Product and Service Codes U012: INFORMATION TRAINING

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 W CYPREFL CREEK RD STE 890, FORT LAUDERDALE, 333092182, UNITED STATES
PO AWARD TPDOIT1100037 2011-06-22 2011-07-21 2011-07-21
Unique Award Key CONT_AWD_TPDOIT1100037_2036_-NONE-_-NONE-
Awarding Agency Department of the Treasury
Link View Page

Description

Title ITIL PRACTITIONER SERVICE DESK&INCIDENT MANAGEMENT TRAINING COURSE
NAICS Code 611420: COMPUTER TRAINING
Product and Service Codes U012: INFORMATION TRAINING

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 W CYPREFL CREEK RD STE 890, FORT LAUDERDALE, 333092182, UNITED STATES
PO AWARD SBAHQ11CC0001 2011-04-07 2011-04-07 2011-04-07
Unique Award Key CONT_AWD_SBAHQ11CC0001_7300_-NONE-_-NONE-
Awarding Agency Small Business Administration
Link View Page

Description

Title ITSM ACADEMY - DISCRETIONARY FUNDS FOR IT TRAINING LIBRARY FOUNDATIONS&CAPABILITIES
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U008: TRAINING/CURRICULUM DEVELOPMENT

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 W CYPREFL CREEK RD STE 890, FORT LAUDERDALE, 333092182, UNITED STATES
DELIVERY ORDER AWARD FA481410FA118 2010-07-23 2011-07-22 2011-07-22
Unique Award Key CONT_AWD_FA481410FA118_9700_GS02F0087T_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 42150.00
Current Award Amount 42150.00
Potential Award Amount 42150.00

Description

Title 25 ITIL CLASS VOUCHERS
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes 6910: TRAINING AIDS

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 WEST CYPRESS CREEK ROAD STE 890, FORT LAUDERDALE, BROWARD, FLORIDA, 333092182, UNITED STATES
- IDV GS02F0087T 2010-03-22 - -
Unique Award Key CONT_IDV_GS02F0087T_4730
Awarding Agency General Services Administration
Link View Page

Award Amounts

Obligated Amount 0.00
Potential Award Amount 250000.00

Description

Title SIN: 874 4PROPOSED COURSES SHALL BE COMMERCIALLY-AVAILABLE OFF-THE-SHELF TRAINING AND/OR EDUCATIONAL COURSES THAT ARE DELIVERED VIA AN INSTRUCTOR-LED (I.E. TRADITIONAL CLASSROOM SETTING OR CONFERENCE/SEMINAR) AND/OR WEB-BASED (I.E. INTERNET/INTRANET, SOFTWARE PACKAGES AND COMPUTER APPLICATIONS) SYSTEM. COURSES SHALL HAVE A DEFINED COURSE TITLE, LENGTH OF TIME (I.E. HOURS, DAYS, SEMESTERS, ETC.), DESCRIPTION OF MATERIAL TO BE TAUGHT (I.E. SYLLABI, TABLE OF CONTENTS, ETC.), AND WHETHERMATERIALS ARE INCLUDED (I.E. BOOKS, PAMPHLETS, SOFTWARE, ETC.). SUPPORT MATERIALS NOT INCLUDED MAY BE OFFERED ON SIN 874-5. PROPOSED PROFESSIONAL SERVICES SHALL BE IN SUPPORT OF PLANNING, CREATING, AND/OR EXECUTING TEST ADMINISTRATION, LEARNING MANAGEMENT, CUSTOMIZED SUBJECT MATTER SPECIFIC TRAINING AND/OR EDUCATIONAL COURSES THAT ARE DELIVERED VIA AN INSTRUCTOR-LED (I.E. TRADITIONAL CLASSROOM SETTING OR CONFERENCE/SEMINAR) AND/OR WEB-BASED (I.E. INTERNET/INTRANET, SOFTWARE PACKAGES AND COMPUTER APPLIC
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U006: VOCATIONAL/TECHNICAL

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 WEST CYPRESS CREEK ROAD STE 890, FORT LAUDERDALE, BROWARD, FLORIDA, 333092182, UNITED STATES
DELIVERY ORDER AWARD INDNBCF09263 2009-04-20 2009-04-23 2009-04-23
Unique Award Key CONT_AWD_INDNBCF09263_1406_GS02F0087T_4730
Awarding Agency Department of the Interior
Link View Page

Award Amounts

Obligated Amount 14631.97
Current Award Amount 14631.97
Potential Award Amount 14631.97

Description

Title EDUCATION
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U009: EDUCATION SERVICES

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 NW 62ND ST STE 890, FORT LAUDERDALE, BROWARD, FLORIDA, 333092182, UNITED STATES
PURCHASE ORDER AWARD N0060408P1554 2008-09-25 2008-10-17 2008-10-17
Unique Award Key CONT_AWD_N0060408P1554_9700_-NONE-_-NONE-
Awarding Agency Department of Defense
Link View Page

Award Amounts

Obligated Amount 4171.39
Current Award Amount 4171.39
Potential Award Amount 4171.39

Description

Title ITIL V3 ITIL LIFECYCLE PUBLICATION SUITE
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes 6910: TRAINING AIDS

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 WEST CYPRESS CREEK ROAD STE 890, FORT LAUDERDALE, BROWARD, FLORIDA, 333092182, UNITED STATES
DELIVERY ORDER AWARD DTFH7007F00134 2008-07-31 2008-07-31 2008-07-31
Unique Award Key CONT_AWD_DTFH7007F00134_6925_GS02F0087T_4730
Awarding Agency Department of Transportation
Link View Page

Award Amounts

Obligated Amount 20112.66
Current Award Amount 20112.66
Potential Award Amount 20112.66

Description

Title 3-DAY ONSITE ITIL COURSE - 2 SESSIONS
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U099: OTHER ED & TRNG SVCS

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 NW 62ND ST STE 890, FORT LAUDERDALE, BROWARD, FLORIDA, 333092182, UNITED STATES
PO AWARD EDED05PO1121 2008-07-26 2005-09-30 2005-09-30
Unique Award Key CONT_AWD_EDED05PO1121_9100_-NONE-_-NONE-
Awarding Agency Department of Education
Link View Page

Description

Title TRAINING
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U008: TRAINING/CURRICULUM DEVELOPMENT

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 WEST CYPRESS CREEK ROAD, SUITE, FORT LAUDERDALE, 333092182, UNITED STATES
DELIVERY ORDER AWARD ED07DO0254 2008-07-12 2007-12-30 2007-12-30
Unique Award Key CONT_AWD_ED07DO0254_9100_GS02F0087T_4730
Awarding Agency Department of Education
Link View Page

Award Amounts

Obligated Amount 13575.44
Current Award Amount 13575.44
Potential Award Amount 13575.44

Description

Title ITIL TRAINING
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes 6910: TRAINING AIDS

Recipient Details

Recipient ITSM ACADEMY INC
UEI NLC1FTUCPWH3
Legacy DUNS 170938653
Recipient Address 100 NW 62ND ST STE 890, FORT LAUDERDALE, BROWARD, FLORIDA, 333092182, UNITED STATES

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1096297401 2020-05-03 0455 PPP 222 YAMATO ROAD SUITE 106-230, BOCA RATON, FL, 33431-4704
Loan Status Date 2021-10-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 124354
Loan Approval Amount (current) 124354
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOCA RATON, PALM BEACH, FL, 33431-4704
Project Congressional District FL-23
Number of Employees 7
NAICS code 611699
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 126081.21
Forgiveness Paid Date 2021-09-23

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0633956 ITSM ACADEMY INC - NLC1FTUCPWH3 4841 NW 5TH LN, BOCA RATON, FL, 33431-4625
Capabilities Statement Link -
Phone Number 954-491-3442
Fax Number 954-206-1903
E-mail Address lschwartz@itsmacademy.com
WWW Page http://www.itsmacademy.com
E-Commerce Website https://www.itsmacademy.com
Contact Person LISA SCHWARTZ
County Code (3 digit) 099
Congressional District 23
Metropolitan Statistical Area 8960
CAGE Code 39GY4
Year Established 2004
Accepts Government Credit Card Yes
Legal Structure Corporation
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative Accredited IT Service Management Training, including ITIL and MOF via classes, elearning and virtual learning. Education is our primary line of business - we do not resell software or other tools
Special Equipment/Materials (none given)
Business Type Percentages Service (100 %)
Keywords ITIL, ITSM, Agile, DevOps, Training, Courses
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Jayne Groll
Role President
Name Lisa Schwartz
Role COO

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 611420
NAICS Code's Description Computer Training
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities Service(s)
Exporting to (none given)
Desired Export Business Relationships Licensing, Alliances
Description of Export Objective(s) (none given)

Date of last update: 01 Apr 2025

Sources: Florida Department of State