2026-08-28T18:42:24-05:00 2025-06-30 911301672 SWEENEY CONRAD INC 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990 2024-07-01 800919097 WASHINGTON INSTITUTE FOR FINANCIAL SECURITY WASH 3607979095 101 N 7TH STREET 230 LOUISVILLE KY 40202 JOMARIS DEJESUS EXECUTIVE DIRECTOR 3607979095 2026-08-24 1 0 KRISTINA MORRISSETTE P01242961 4256291990 2026-08-04 2024 THE PROSPERITY AGENDA JOMARIS DEJESUS 101 N 7TH STREET 230 LOUISVILLE KY 40202 925286 0 X THEPROSPERITYAGENDA.ORG X 2013 WA THE PROSPERITY AGENDA (TPA), DESIGNS PATHWAYS TO ECONOMIC AND RACIAL JUSTICE ROOTED IN THE WISDOM, EXPERIENCE, AND EXPERTISE OF FAMILIES ENDURING ECONOMIC INEQUITY. THEY WORK WITH FAMILIES AND STAFF TO IMAGINE, TEST, AND REALIZE PROGRAMS WHERE PEOPLE THRIVE. 8 8 5 0 0 0 298941 583181 194456 340539 2813 1196 0 370 496210 925286 0 0 0 0 540225 455150 0 0 0 272510 202820 812735 657970 -316525 267316 290741 512451 104211 118765 186530 393686 THE PROSPERITY AGENDA (TPA), DESIGNS PATHWAYS TO ECONOMIC AND RACIAL JUSTICE ROOTED IN THE WISDOM, EXPERIENCE, AND EXPERTISE OF FAMILIES ENDURING ECONOMIC INEQUITY. THEY WORK WITH FAMILIES AND STAFF TO IMAGINE, TEST, AND REALIZE PROGRAMS WHERE PEOPLE THRIVE. 0 0 390819 340539 FAMILY-CENTERED COACHING PROGRAMTPA IS A DESIGN FIRM THAT HELPS NONPROFITS, BUSINESSES, FINANCIAL INSTITUTIONS, AND GOVERNMENT AGENCIES ADVANCE ECONOMIC AND RACIAL JUSTICE. THEY HELP ORGANIZATIONS STOP MANAGING POVERTY AND START INCREASING PROSPERITY BY PUTTING FAMILIES FIRST. THEY OFFER COMMUNITY-CENTERED DESIGN AND EVALUATION SERVICES TO MAKE WORK MORE MEANINGLY, SUSTAINABLE, SCALABLE, AND DESIGNED FOR SYSTEMS CHANGE. THEY ALSO PROVIDE PRODUCTS AND SERVICES FOR ORGANIZATIONS TO ADOPT COACHING STRATEGIES TO BETTER ENGAGE WITH AND HELP FAMILIES THAT ARE EXPERIENCING POVERTY. THESE INCLUDED FAMILY-CENTERED COACHING, MONEY MINDSET CARDS, AND MONEY POWERUP PACKS. 390819 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 5 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 1 0 WA X WASHINGTON INSTITUTE FOR FINANCIAL SECURITY 2069732294 219 FIRST AVENUE SOUTH 300 SEATTLE WA 98104 KEVIN LEWIS PRESIDENT 5.00 X X 0 0 0 MELISSA SOMMER VICE-PRESIDENT 5.00 X X 0 0 0 MARIA CONTICELLI SECRETARY 5.00 X X 0 0 0 STERLING ADLAKHA TREASURER 5.00 X X 0 0 0 YAJAIRA MORPHONIOS MEMBER 5.00 X 0 0 0 NICOLE HARDEN MEMBER 5.00 X 0 0 0 SHERLYN SHUMPERT MEMBER 5.00 X 0 0 0 JOMARIS DEJESUS EXECUTIVE DIRECTOR 40.00 X 116364 0 0 RACHEL BROOKS FORMER MANAGING DIRECTOR 40.00 X 96161 0 6100 212525 0 6100 1 1 0 0 0 583181 583181 CONSULTING 900099 340539 340539 340539 1196 1196 OTHER INCOME 900099 370 370 370 925286 340539 0 1566 391109 254127 136982 34188 34188 29853 19397 10456 2150 2150 11786 11786 23161 23161 17197 2582 14615 5803 5803 27231 11910 15321 7209 7209 CONSULTING FEES 102803 102803 OTHER EXPENSES 5480 5480 657970 390819 267151 0 31501 56419 132820 198032 250000 123050 8000 3370 0 290741 512451 6546 39509 74290 79256 23375 0 104211 118765 X 186530 -186314 580000 186530 393686 290741 512451 X 267316 -60160 0 X 0 1 X 1 0 X 484891 3187 13291 493397 33181 1027947 340539 340539 484891 3187 13291 493397 373720 1368486 0 199057 199057 199057 199057 1169429 568 481 2401 2813 1196 7459 568 481 2401 2813 1196 7459 370 370 485459 3668 15692 496210 375286 1376315 0.84970 0.99570 0.00540 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2024 AMOUNT: $ 370. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: FAMILY-CENTERED PROSPERITY DATE: 01/31/25 AMOUNT: 550000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 925286 0 925286 0 925286 657970 0 657970 0 657970 X 0 0 0 0 0 0 0 0 0 RACHEL BROOKS FORMER MANAGING DIRECTOR 96161 0 0 0 0 0 6100 0 0 0 102261 0 0 0 PART I, LINE 3 THE DIRECTORS OF THE CORPORATION SHALL SERVE AS SUCH WITHOUT SALARY OR HONORARIUM, BUT THE BOARD OF DIRECTORS MAY AUTHORIZE THE PAYMENT BY THE CORPORATION OF REASONABLE EXPENSES INCURRED BY THE DIRECTORS IN THE PERFORMANCE OF THEIR DUTIES. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR PROVIDES ALL INITIAL CODES TO DETERMINE REVENUE, EXPENSES, AND ALLOCATION. MONTHLY REVIEWS CONFIRM CODES ARE CORRECT. A DRAFT COPY OF THE 990 AND ALL RELATED FORMS ARE PROVIDED TO THE DIRECTOR, WHO THEN FORWARDS A FINAL COPY TO ALL BOARD MEMBERS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANY MEMBER OF THE BOARD WHO HAS A FINANCIAL, PERSONAL, OR OFFICIAL INTEREST IN, OR CONFLICT (OR APPEARANCE OF A CONFLICT) WITH ANY MATTER PENDING BEFORE THE BOARD, OF SUCH NATURE THAT IT PREVENTS OR MAY PREVENT THAT MEMBER FROM ACTING ON THE MATTER IN AN IMPARTIAL MANNER, WILL OFFER TO THE BOARD TO VOLUNTARILY EXCUSE HIM/HERSELF AND WILL VACATE THEIR SEAT AND REFRAIN FROM DISCUSSION AND VOTING ON SAID ITEM. FORM 990, PART VI, SECTION B, LINE 15B ALL COMPENSATION AGREEMENTS ARE REVIEWED AND CONDUCTED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. LINE 8 DURING THE YEAR, THE ORGANIZATION IDENTIFIED $60,160 OF ERRORS FROM PRIOR FISCAL YEARS THAT HAD BEEN RECORDED AS CURRENT-YEAR REVENUE IN A "PRIOR PERIOD INCOME" ACCOUNT. IN ACCORDANCE WITH FASB ASC 250-10, THE ORGANIZATION RECLASSIFIED THE AMOUNT AS A PRIOR-PERIOD ADJUSTMENT TO BEGINNING NET ASSETS, REDUCING CURRENT-YEAR REVENUE AND BEGINNING NET ASSETS BY $60,160. THE ADJUSTMENT HAD NO NET EFFECT ON ENDING NET ASSETS.