Search icon

Washington Institute for Financial Security Inc

Company Details

Name: Washington Institute for Financial Security Inc
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 12 Dec 2023 (a year ago)
Organization Date: 13 Mar 2013 (12 years ago)
Authority Date: 12 Dec 2023 (a year ago)
Last Annual Report: 28 Mar 2025 (2 months ago)
Organization Number: 1326525
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 101 N 7th St # 230, Louisville, KY 40202
Place of Formation: WASHINGTON

President

Name Role
Kevin Lewis President

Treasurer

Name Role
Sterling Adlakha Treasurer

Director

Name Role
Nicole Harden Director
Yajaira Morphonios Director
Sherlyn Shumpert Director

Secretary

Name Role
Maria Conticelli Secretary
Margie Henry Secretary

Vice President

Name Role
Melissa Hall Sommer Vice President

Registered Agent

Name Role
Jomaris DeJesus Registered Agent

Authorized Rep

Name Role
Jomaris DeJesus Authorized Rep

Officer

Name Role
Jomaris DeJesus Officer
Margie Henry Officer

Filings

Name File Date
Annual Report 2025-03-28
Annual Report 2024-03-28

Tax Exempt

Employer Identification Number (EIN) :
80-0919097
In Care Of Name:
% DIANA JOCHIM-DOLLAR
Classification:
Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date:
2013-10
National Taxonomy Of Exempt Entities:
Human Services: Research Institutes and Public Policy Analysis
Deductibility:
Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letters

Sources: Kentucky Secretary of State