Search icon

LITERACY WEST NY, INC.

Company Details

Name: LITERACY WEST NY, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 19 Nov 1990 (34 years ago)
Entity Number: 1489600
ZIP code: 14813
County: Allegany
Place of Formation: New York
Address: 5455 STATE ROUTE 19 NORTH, BELMONT, NY, United States, 14813

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
T3FEDD2FKKY3 2025-03-18 5455 STATE ROUTE 19 N, BELMONT, NY, 14813, 9608, USA 5455 STATE ROUTE 19 N, BELMONT, NY, 14813, 9608, USA

Business Information

Doing Business As LITERACY WEST NY INC
URL http://core2learn.org
Division Name LITERACY WEST NY, INC.
Congressional District 23
State/Country of Incorporation NY, USA
Activation Date 2024-03-19
Initial Registration Date 2012-03-19
Entity Start Date 1986-01-01
Fiscal Year End Close Date Jun 30

Service Classifications

NAICS Codes 561990, 611420, 611691, 611710, 624110, 624190

Points of Contacts

Electronic Business
Title PRIMARY POC
Name LISA LEE
Role CHIEF EXECUTIVE OFFICER
Address 5455 STATE ROUTE 19 N, BELMONT, NY, 14813, 9608, USA
Government Business
Title PRIMARY POC
Name LISA LEE
Role CEO
Address 5455 STATE ROUTE 19 N, BELMONT, NY, 14813, 9608, USA
Past Performance
Title PRIMARY POC
Name SARAH MILLS
Role DEPUTY EXEC DIRECTOR
Address 5455 STATE ROUTE 19 N, BELMONT, NY, 14813, USA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
6PJL8 Active Non-Manufacturer 2012-03-22 2024-03-19 2029-03-19 2025-03-18

Contact Information

POC LISA LEE
Phone +1 585-268-5213
Fax +1 585-861-6004
Address 5455 STATE ROUTE 19 N, BELMONT, NY, 14813 9608, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2023 222936506 2024-11-18 LITERACY WEST NY, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s mailing address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Number of participants as of the end of the plan year

Active participants 15
Retired or separated participants receiving benefits 2
Number of participants with account balances as of the end of the plan year 17

Signature of

Role Plan administrator
Date 2024-11-18
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-11-18
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2022 222936506 2023-10-12 LITERACY WEST NY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s mailing address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Number of participants as of the end of the plan year

Active participants 15
Other retired or separated participants entitled to future benefits 8
Number of participants with account balances as of the end of the plan year 23

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2021 222936506 2022-07-13 LITERACY WEST NY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s mailing address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Number of participants as of the end of the plan year

Active participants 4
Other retired or separated participants entitled to future benefits 6
Number of participants with account balances as of the end of the plan year 10

Signature of

Role Plan administrator
Date 2022-07-13
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-13
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2020 222936506 2021-07-02 LITERACY WEST NY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s mailing address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Number of participants as of the end of the plan year

Active participants 4
Other retired or separated participants entitled to future benefits 7
Number of participants with account balances as of the end of the plan year 11

Signature of

Role Plan administrator
Date 2021-07-02
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-02
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2019 222936506 2020-07-24 LITERACY WEST NY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s mailing address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Number of participants as of the end of the plan year

Active participants 11
Number of participants with account balances as of the end of the plan year 11

Signature of

Role Plan administrator
Date 2020-07-24
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-24
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2018 222936506 2019-08-29 LITERACY WEST NY, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s mailing address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Number of participants as of the end of the plan year

Active participants 3

Signature of

Role Plan administrator
Date 2019-08-28
Name of individual signing LISA LEE
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2017 222936506 2019-08-29 LITERACY WEST NY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Signature of

Role Plan administrator
Date 2019-08-29
Name of individual signing LISA LEE
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2016 222936506 2017-07-25 LITERACY WEST NY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Signature of

Role Plan administrator
Date 2017-07-25
Name of individual signing LISA LEE
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2015 222936506 2017-07-25 LITERACY WEST NY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s address 5455 STATE ROUTE 19 N, BELMONT, NY, 148139608

Signature of

Role Plan administrator
Date 2017-07-25
Name of individual signing LISA LEE
TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2014 222936506 2015-10-14 LITERACY WEST NY, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-02-01
Business code 624100
Sponsor’s telephone number 5852685213
Plan sponsor’s address 5455 STATE ROUTE 19N, BELMONT, NY, 14813

Plan administrator’s name and address

Administrator’s EIN 222936506
Plan administrator’s name LITERACY WEST NY, INC.
Plan administrator’s address 5455 STATE ROUTE 19N, BELMONT, NY, 14813
Administrator’s telephone number 5852685213

Signature of

Role Plan administrator
Date 2015-10-14
Name of individual signing LISA LEE

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 5455 STATE ROUTE 19 NORTH, BELMONT, NY, United States, 14813

History

Start date End date Type Value
2004-03-12 2008-12-03 Address 6 1/2 SOUTH STREET, BELMONT, NY, 14813, USA (Type of address: Service of Process)
1990-11-19 2004-03-12 Address 4 WELLS LANE, BELMONT, NY, 14813, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
081203000116 2008-12-03 CERTIFICATE OF AMENDMENT 2008-12-03
040312000167 2004-03-12 CERTIFICATE OF AMENDMENT 2004-03-12
901119000322 1990-11-19 CERTIFICATE OF INCORPORATION 1990-11-19

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
22-2936506 Corporation Unconditional Exemption 5455 ROUTE 19 NORTH, BELMONT, NY, 14813-9608 2004-04
In Care of Name % DANIEL PORTER
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 2024-06
Asset 500,000 to 999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 784538
Income Amount 2762214
Form 990 Revenue Amount 2762214
National Taxonomy of Exempt Entities Education: Adult, Continuing Education
Sort Name LVA - ALLEGANY COUNTY INC

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)

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

Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201906
Filing Type P
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201606
Filing Type E
Return Type 990
File View File
Organization Name LITERACY WEST NY INC
EIN 22-2936506
Tax Period 201606
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8524587306 2020-05-01 0296 PPP 5455 New York 19, BELMONT, NY, 14813
Loan Status Date 2021-04-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 242700
Loan Approval Amount (current) 242700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 50167
Servicing Lender Name Five Star Bank
Servicing Lender Address 55 N Main St, WARSAW, NY, 14569-1325
Rural or Urban Indicator R
Hubzone N
LMI Y
Business Age Description Unanswered
Project Address BELMONT, ALLEGANY, NY, 14813-0001
Project Congressional District NY-23
Number of Employees 39
NAICS code 611699
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 50167
Originating Lender Name Five Star Bank
Originating Lender Address WARSAW, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 244688.79
Forgiveness Paid Date 2021-03-08

Date of last update: 15 Mar 2025

Sources: New York Secretary of State