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OAK TREE ACADEMY INCORPORATED

Company Details

Name: OAK TREE ACADEMY INCORPORATED
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 30 Nov 2016 (8 years ago)
Organization Date: 30 Nov 2016 (8 years ago)
Last Annual Report: 18 Feb 2025 (2 months ago)
Organization Number: 0969282
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 41858
City: Whitesburg, Crown, Democrat, Dongola, Kona, Oscaloos...
Primary County: Letcher County
Principal Office: 52 Broadway suite b, WHITESBURG, KY 41858
Place of Formation: KENTUCKY

Secretary

Name Role
BONITA ADAMS Secretary

Registered Agent

Name Role
TERRI LYNN RATLIFF Registered Agent

Director

Name Role
TERRI L RATLIFF Director
FAYE MARTIN Director
BONITA ADAMS Director
TERRI RATLIFF Director

Incorporator

Name Role
TERRI L RATLIFF Incorporator

President

Name Role
TERRI RATLIFF President

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-25
Registered Agent name/address change 2023-03-23
Principal Office Address Change 2023-03-23
Annual Report 2023-03-23
Annual Report 2022-03-07
Annual Report 2021-04-06
Annual Report 2020-03-17
Annual Report 2019-06-10
Annual Report 2018-06-20

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
81-4374944 Corporation Unconditional Exemption 52 BROADWAY ST STE B, WHITESBURG, KY, 41858-7199 2017-08
In Care of Name % OAK TREE 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 Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 10,000 to 24,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 15585
Income Amount 143177
Form 990 Revenue Amount 143177
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_81-4374944_OAKTREEACADEMY_08082017.tif

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

Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 202312
Filing Type E
Return Type 990EZ
File View File
Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 202212
Filing Type E
Return Type 990EZ
File View File
Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 202112
Filing Type E
Return Type 990EZ
File View File
Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 201912
Filing Type E
Return Type 990EZ
File View File
Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 201812
Filing Type E
Return Type 990EZ
File View File
Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 201712
Filing Type E
Return Type 990EZ
File View File
Organization Name OAK TREE ACADEMY INCORPORATED
EIN 81-4374944
Tax Period 201712
Filing Type P
Return Type 990EZ
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2991727106 2020-04-11 0457 PPP 59 MAIN STREET, WHITESBURG, KY, 41858-7313
Loan Status Date 2021-04-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22500
Loan Approval Amount (current) 22500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27783
Servicing Lender Name Community Trust Bank, Inc.
Servicing Lender Address 346 N Mayo Trl, PIKEVILLE, KY, 41501-1847
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address WHITESBURG, LETCHER, KY, 41858-7313
Project Congressional District KY-05
Number of Employees 4
NAICS code 624410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27783
Originating Lender Name Community Trust Bank, Inc.
Originating Lender Address PIKEVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 22690.48
Forgiveness Paid Date 2021-03-03

Sources: Kentucky Secretary of State