Nonprofit · EIN 59-2899104
ADVOCARE TRUST INC
Tax-exempt · CLEARWATER, FL 33765
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $527,053 | $395,479 | $131,574 | $7,936,597 | $46,808 | $7,889,789 |
| December 31, 2024 | 990 | $767,174 | $380,840 | $386,334 | $7,720,297 | $78,119 | $7,642,178 |
| December 31, 2023 | 990 | $432,737 | $396,050 | $36,687 | $7,333,964 | $120,052 | $7,213,912 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $51,875
- Program service revenue
- $12,306
- Investment income
- $444,425
- Net gain from sales of assets
- $86,715
- Other revenue
- $18,447
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $110,777
- Other salaries and wages
- $141,419
- Salaries, compensation and benefits (total)
- $305,064
- Professional fundraising fees
- $0
- Accounting fees
- $10,250
- Occupancy
- $4,800
- Program services (functional)
- $308,185
- Management and general (functional)
- $87,294
Balance sheet and other
- Total assets, start of year
- $7,720,297
- Total assets, end of year
- $7,936,597
- Total liabilities, end of year
- $46,808
- Net assets, end of year
- $7,889,789
- Publicly traded securities
- $7,813,418
- Net assets without donor restrictions
- $5,357,902
- Net assets with donor restrictions
- $2,531,887
- Gross receipts
- $2,417,337
- Employees
- 4
- Volunteers
- 15
- Year formed
- 1988
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Susanna W Schramek | Executive Dir. Officer | 40 | $110,777 | $3,866 |
| Johnnie Guest | Director Trustee or director | 1 | $0 | $0 |
| Steven Hitchcock | Director Trustee or director | 1 | $0 | $0 |
| Linda Culhane | Director Trustee or director | 1 | $0 | $0 |
| Greg Stock | VP of Finance Trustee or director, Officer | 1 | $0 | $0 |
| Nancy Ridenour | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Paul A Gelep | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Charles Gamble | Director Trustee or director | 1 | $0 | $0 |
| Kiersten Finchum | Director Trustee or director | 1 | $0 | $0 |
| Melody Figurski | Director Trustee or director | 1 | $0 | $0 |
| Cynthia Caldwell | Past President Trustee or director | 0 | $0 | $0 |
| Beth Langley | Director Trustee or director | 0 | $0 | $0 |
| Dr Scarlett Kinley | Director Trustee or director | 1 | $0 | $0 |
| Nancy Simmons | President Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Susanna W Schramek | Executive Dir. Officer | 40 | $111,731 | $3,961 |
| Steven Hitchcock | Director Trustee or director | 1 | $0 | $0 |
| Linda Culhane | Director Trustee or director | 1 | $0 | $0 |
| Greg Stock | VP of Finance Trustee or director, Officer | 1 | $0 | $0 |
| Nancy Ridenour | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Paul A Gelep | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Charles Gamble | Director Trustee or director | 1 | $0 | $0 |
| Kiersten Finchum | Director Trustee or director | 1 | $0 | $0 |
| Melody Figurski | Director Trustee or director | 1 | $0 | $0 |
| Cynthia Caldwell | Past President Trustee or director | 0 | $0 | $0 |
| Beth Langley | Director Trustee or director | 1 | $0 | $0 |
| Dr Scarlett Kinley | Director Trustee or director | 1 | $0 | $0 |
| Nancy Simmons | President Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Susanna W Schramek | Executive Dir. Officer | 40 | $117,637 | $2,552 |
| Steven Hitchcock | Director Trustee or director | 1 | $0 | $0 |
| Linda Culhane | Director Trustee or director | 1 | $0 | $0 |
| Greg Stock | VP of Finance Trustee or director, Officer | 1 | $0 | $0 |
| Nancy Ridenour | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Paul A Gelep | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Charles Gamble | Director Trustee or director | 1 | $0 | $0 |
| Kiersten Finchum | Director Trustee or director | 1 | $0 | $0 |
| Melody Figurski | Director Trustee or director | 1 | $0 | $0 |
| Cynthia Caldwell | Past President Trustee or director | 0 | $0 | $0 |
| Beth Langley | Director Trustee or director | 1 | $0 | $0 |
| Dr Scarlett Kinley | Director Trustee or director | 1 | $0 | $0 |
| Nancy Simmons | President Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1501 N BELCHER RD STE 219, CLEARWATER, FL 33765-1339
- Principal officer (990 for 2025)
- Nancy Simmons, 1501 North Belcher Rd 219, Clearwater, FL 33765
- Signed the 990
- Nancy Simmons, President
- Phone
- (727) 791-3972
- Website
- www.advocaretrust.org
- Return prepared by
- BARTON GONZALEZ & MYERS PA
Mission
To provide lifelong guardianship and advocacy services to individuals with developmental disabilities.
Program accomplishments
- The organization provides advocacy services for handicapped individualsto ensure that they maintain quality of life in the absence of primarycaregivers.Expenses $308,185
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2899104
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,936,597
- Income (IRS master file)
- $2,417,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $527,053 | $395,479 | $7,936,597 | XML |
| 990 | December 2024 | $767,174 | $380,840 | $7,720,297 | XML |
| 990 | December 2023 | $432,737 | $396,050 | $7,333,964 | XML |
| 990 | December 2022 | $558,076 | $364,556 | $7,214,485 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2899104).
Questions about ADVOCARE TRUST INC
- What is the EIN of ADVOCARE TRUST INC?
- The employer identification number (EIN) of ADVOCARE TRUST INC is 59-2899104.
- Is ADVOCARE TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ADVOCARE TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVOCARE TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADVOCARE TRUST INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVOCARE TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ADVOCARE TRUST INC?
- The 990 for the year ended December 31, 2025 names Nancy Simmons.
- Who are the officers and directors of ADVOCARE TRUST INC?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $110,777 (Susanna W Schramek, Executive Dir.).
- How much revenue does ADVOCARE TRUST INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $527,053, expenses of $395,479 and total assets of $7,936,597 at year end.
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