Search icon

HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE, INC.

Company Details

Name: HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 18 Jul 2005 (20 years ago)
Organization Date: 18 Jul 2005 (20 years ago)
Last Annual Report: 11 Feb 2025 (2 months ago)
Organization Number: 0617705
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 40066
City: Shelbyville
Primary County: Shelby County
Principal Office: P.O. BOX 71, SHELBYVILLE, KY 40066
Place of Formation: KENTUCKY

Registered Agent

Name Role
Joyce Harris Registered Agent

President

Name Role
Joyce Harris President

Officer

Name Role
Charles Leachman Officer
Anthony Leachman Officer

Treasurer

Name Role
Yalunda Mason Treasurer

Director

Name Role
Charles Leachman Director
Edwina Stoner Director
Yalunda Mason Director
Hazel Simpson Director
YOLANDA L. BRADFORD Director
JOYCE L. HARRIS Director
GEORGE BRADFORD Director

Incorporator

Name Role
YOLANDA L. BRADFORD Incorporator
JOYCE L. HARRIS Incorporator

Filings

Name File Date
Annual Report 2025-02-11
Annual Report 2024-03-18
Registered Agent name/address change 2023-04-05
Annual Report 2023-04-05
Annual Report 2022-02-10
Annual Report 2021-04-14
Annual Report 2020-06-27
Annual Report 2019-05-28
Annual Report 2018-06-26
Annual Report 2017-06-26

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
T11038 Department of the Treasury 21.006 - TAX COUNSELING FOR THE ELDERLY 2010-10-01 2011-09-30 TAX COUNSELING FOR THE ELDERLY
Recipient HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE INC
Recipient Name Raw HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY
Recipient UEI CN1ARUMZ2AA3
Recipient DUNS 187291096
Recipient Address 330 MAIN STREET, P.O. BOX 71, SHELBYVILLE, SHELBY, KENTUCKY, 40066-0071, UNITED STATES
Obligated Amount 7969.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
90EI0649 Department of Health and Human Services 93.602 - ASSETS FOR INDEPENDENCE DEMONSTRATION PROGRAM 2010-09-01 2015-08-31 ASSETS FOR INDEPENDENCE PROGRAM IDA PROJECT
Recipient HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE INC
Recipient Name Raw HAZEL JOYCE WILEY CAREER FINANCIAL LITERACY I
Recipient UEI CN1ARUMZ2AA3
Recipient DUNS 187291096
Recipient Address 330 MAIN STREET, SHELBYVILLE, SHELBY, KENTUCKY, 40066, UNITED STATES
Obligated Amount 56500.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
T10037 Department of the Treasury 21.008 - LOW INCOME TAXPAYER CLINICS 2009-10-01 2010-09-30 2010 TAX COUNSELING SERVICES FOR THE ELDERLY IN SHELBY OLDHAM AND JEFFERSON COUNTIY
Recipient HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE INC
Recipient Name Raw HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY
Recipient UEI CN1ARUMZ2AA3
Recipient DUNS 187291096
Recipient Address P. O. BOX 71, 330 MAIN STREET, SHELBYVILLE, SHELBY, KENTUCKY, 40066-0071, UNITED STATES
Obligated Amount 37500.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
20-3329409 Corporation Unconditional Exemption 89 PERSIMMON RIDGE DR, LOUISVILLE, KY, 40245-5073 2007-01
In Care of Name % ANTHONY LEACHMAN
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 0
Income 0
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 0
Income Amount 0
Form 990 Revenue Amount 0
National Taxonomy of Exempt Entities Human Services: Financial Counseling
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)

Form 990-N (e-Postcard)

Organization Name Hazel Joyce Wiley Career & Financial Literacy Institute
EIN 20-3329409
Tax Year 2023
Beginning of tax period 2023-01-01
End of tax period 2023-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 89 Persimmon Ridge Dr, Louisville, KY, 40245, US
Principal Officer's Name Anthony Leachman
Principal Officer's Address 89 Persimmon Ridge Dr, Louisville, KY, 40245, US
Website URL hjwfinancial@bellsouth.net
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2021
Beginning of tax period 2021-01-01
End of tax period 2021-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main St, Shelbyville, KY, 40065, US
Principal Officer's Name Anthony Leachman
Principal Officer's Address 17411 Polo Run Lane, Louisville, KY, 40245, US
Website URL hjwfinancial.org
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2020
Beginning of tax period 2020-01-01
End of tax period 2020-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main Street, Shelbyville, KY, 40065, US
Principal Officer's Name Yolanda L Bradford
Principal Officer's Address 596 Hawthorne Ave, Shelbyville, KY, 40065, US
Website URL Hazel Joyce Wiley Career & Financial Lit
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2019
Beginning of tax period 2019-01-01
End of tax period 2019-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main Street, Shelbyville, KY, 40065, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address 330 Main Street, Shelbyville, KY, 40065, US
Website URL Select
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2018
Beginning of tax period 2018-01-01
End of tax period 2018-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main Street, SHELBYVILLE, KY, 40065, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address 330 Main Street, SHELBYVILLE, KY, 40065, US
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2017
Beginning of tax period 2017-01-01
End of tax period 2017-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main Street, Shelbyville, KY, 40065, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address 330 Main Street, Shelbyville, KY, 40065, US
Website URL www.hjwfinancial.org
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2016
Beginning of tax period 2016-01-01
End of tax period 2016-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO BOX 71, SHELBYVILLE, KY, 40066, US
Principal Officer's Name YOLANDA BRADFORD
Principal Officer's Address PO BOX 71, Shelbyville, KY, 40066, US
Website URL www.hjwfinancial.org
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2015
Beginning of tax period 2015-01-01
End of tax period 2015-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 71, Shelbyville, KY, 40066, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address 596 Hawthorne Avenue, Shelbyville, KY, 40065, US
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2014
Beginning of tax period 2014-01-01
End of tax period 2014-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main Street, Shelbyville, KY, 40065, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address 330 Main Street, Shelbyville, KY, 40065, US
Website URL www.hjwfinancial.org
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2009
Beginning of tax period 2009-01-01
End of tax period 2009-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 71, 330 Main Street, Shelbyville, KY, 40066, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address PO Box 71, Shelbyville, KY, 40065, US
Website URL www.hjwfinancial.org
Organization Name HAZEL JOYCE WILEY CAREER & FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2008
Beginning of tax period 2008-01-01
End of tax period 2008-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 330 Main Street, PO Box 71, Shelbyville, KY, 40066, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address 596 Hawthorne Ave, Shelbyville, KY, 40065, US
Website URL www.hjwfinancial.org
Organization Name HAZEL JOYCE WILEY CAREER FINANCIAL LITERACY INSTITUTE
EIN 20-3329409
Tax Year 2007
Beginning of tax period 2007-01-01
End of tax period 2007-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 71, Shelbyville, KY, 40066, US
Principal Officer's Name Yolanda Bradford
Principal Officer's Address PO Box 71, Shelbyville, KY, 40066, US
Website URL www.hjwfinancial.org

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7887967002 2020-04-08 0457 PPP 330 MAIN ST, SHELBYVILLE, KY, 40065-1026
Loan Status Date 2021-03-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 3100
Loan Approval Amount (current) 3100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SHELBYVILLE, SHELBY, KY, 40065-1026
Project Congressional District KY-04
Number of Employees 1
NAICS code 525920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Professional Association
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 3124.45
Forgiveness Paid Date 2021-02-16

Sources: Kentucky Secretary of State