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OPEN BOOKS FINANCIAL, LLC

Company Details

Name: OPEN BOOKS FINANCIAL, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Apr 2018 (7 years ago)
Organization Date: 30 Apr 2018 (7 years ago)
Last Annual Report: 30 Apr 2024 (10 months ago)
Managed By: Members
Organization Number: 1019553
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 40204
City: Louisville
Primary County: Jefferson County
Principal Office: 101 N 7th Street, LOUISVILLE, KY 40204
Place of Formation: KENTUCKY

Member

Name Role
Nisa Cooley Member

Registered Agent

Name Role
NISA COOLEY Registered Agent

Organizer

Name Role
NISA JONES Organizer

Former Company Names

Name Action
OPEN BOOKS ACCOUNTING LLC Old Name

Assumed Names

Name Status Expiration Date
Open Books Accounting & Tax Services Active 2027-03-27
Open Books Inactive 2026-04-24
Open Books Admin Inactive 2025-07-17

Filings

Name File Date
Annual Report 2024-04-30
Annual Report 2023-03-27
Registered Agent name/address change 2023-03-27
Principal Office Address Change 2023-03-27
Certificate of Assumed Name 2022-03-27
Certificate of Withdrawal of Assumed Name 2022-03-27
Annual Report 2022-03-21
Registered Agent name/address change 2021-05-26
Principal Office Address Change 2021-05-26
Annual Report 2021-05-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4358588700 2021-04-01 0457 PPP 4516 Barrowdale Dr N/A, Louisville, KY, 40216-5465
Loan Status Date 2022-07-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2656
Loan Approval Amount (current) 2656
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40216-5465
Project Congressional District KY-03
Number of Employees 1
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 124336
Originating Lender Name Blue Ridge Bank, National Association
Originating Lender Address MARTINSVILLE, VA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2686.05
Forgiveness Paid Date 2022-06-09

Sources: Kentucky Secretary of State