Nonprofit · EIN 80-0919097
WASHINGTON INSTITUTE FOR FINANCIAL SECURITY
Also known as The Prosperity Agenda
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $925,286 | $657,970 | $267,316 | $512,451 | $118,765 | $393,686 |
| June 30, 2024 | 990 | $496,210 | $812,735 | -$316,525 | $290,741 | $104,211 | $186,530 |
| June 30, 2023 | 990 | $434,067 | $601,002 | -$166,935 | $860,057 | $20,229 | $839,828 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $583,181
- Program service revenue
- $340,539
- Investment income
- $1,196
- Other revenue
- $370
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $391,109
- Salaries, compensation and benefits (total)
- $455,150
- Professional fundraising fees
- $0
- Legal fees
- $2,150
- Accounting fees
- $11,786
- Occupancy
- $5,803
- Travel
- $27,231
- Program services (functional)
- $390,819
- Management and general (functional)
- $267,151
Balance sheet and other
- Total assets, start of year
- $290,741
- Total assets, end of year
- $512,451
- Total liabilities, end of year
- $118,765
- Net assets, end of year
- $393,686
- Net assets without donor restrictions
- -$186,314
- Net assets with donor restrictions
- $580,000
- Gross receipts
- $925,286
- Employees
- 5
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOMARIS DEJESUS | EXECUTIVE DIRECTOR Trustee or director | 40 | $116,364 | $0 |
| RACHEL BROOKS | FORMER MANAGING DIRECTOR Former | 40 | $96,161 | $6,100 |
| KEVIN LEWIS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MELISSA SOMMER | VICE-PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MARIA CONTICELLI | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| STERLING ADLAKHA | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| YAJAIRA MORPHONIOS | MEMBER Trustee or director | 5 | $0 | $0 |
| NICOLE HARDEN | MEMBER Trustee or director | 5 | $0 | $0 |
| SHERLYN SHUMPERT | MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL BROOKS | FORMER MANAGING DIRECTOR Former | 40 | $119,530 |
| JOMARIS DEJESUS | MEMBER Trustee or director | 40 | $39,848 |
| KEVIN LEWIS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| MELISSA SOMMER | VICE-PRESIDENT Trustee or director, Officer | 5 | $0 |
| MARIA CONTICELLI | SECRETARY Trustee or director, Officer | 5 | $0 |
| STERLING ADLAKHA | TREASURER Trustee or director, Officer | 5 | $0 |
| YAJAIRA MORPHONIOS | MEMBER Trustee or director | 5 | $0 |
| NICOLE HARDEN | MEMBER Trustee or director | 5 | $0 |
| SHERLYN SHUMPERT | MEMBER Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL BROOKS | CO-MANAGING DIRECTOR Officer | 40 | $112,909 |
| LIDDY ROMERO | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KEVIN LEWIS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| MARGIE HENRY | SECRETARY Trustee or director, Officer | 5 | $0 |
| STERLING ADLAKHA | TREASURER Trustee or director, Officer | 5 | $0 |
| JANICE IKEDA | MEMBER Trustee or director | 5 | $0 |
| NICOLE HARDEN | MEMBER Trustee or director | 5 | $0 |
| PAT BUTLER | MEMBER Trustee or director | 5 | $0 |
| MELISSA SOMMER | MEMBER Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 101 N 7TH STREET 230, LOUISVILLE, KY 40202-2924
- In care of
- % DIANA JOCHIM-DOLLAR
- Principal officer (990 for 2024)
- JOMARIS DEJESUS, 101 N 7TH STREET 230, LOUISVILLE, KY 40202
- Signed the 990
- JOMARIS DEJESUS, EXECUTIVE DIRECTOR
- Phone
- (360) 797-9095
- Website
- THEPROSPERITYAGENDA.ORG
- 990-N for 2013 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Diana Dollar, 219 First Avenue South Suite 300, Seattle WA 98104. Mailing address: 219 First Avenue South Suite 300, Seattle WA 98104. Website: www.theprosperityagenda.org
- Return prepared by
- SWEENEY CONRAD INC
Mission
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.
Program accomplishments
- 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.Expenses $390,819 · revenue $340,539
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0919097
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P05)
- Assets (IRS master file)
- $512,451
- Income (IRS master file)
- $925,286
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $925,286 | $657,970 | $512,451 | XML |
| 990 | June 2024 | $496,210 | $812,735 | $290,741 | IRS |
| 990 | June 2023 | $434,067 | $601,002 | $860,057 | XML |
| 990 | June 2022 | $447,024 | $890,536 | $619,116 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Diana Dollar Filed under this EIN, most likely by a chapter or affiliate | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0919097).
Questions about WASHINGTON INSTITUTE FOR FINANCIAL SECURITY
- What is the EIN of WASHINGTON INSTITUTE FOR FINANCIAL SECURITY?
- The employer identification number (EIN) of WASHINGTON INSTITUTE FOR FINANCIAL SECURITY is 80-0919097.
- Is WASHINGTON INSTITUTE FOR FINANCIAL SECURITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to WASHINGTON INSTITUTE FOR FINANCIAL SECURITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WASHINGTON INSTITUTE FOR FINANCIAL SECURITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WASHINGTON INSTITUTE FOR FINANCIAL SECURITY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON INSTITUTE FOR FINANCIAL SECURITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WASHINGTON INSTITUTE FOR FINANCIAL SECURITY?
- The 990 for the year ended June 30, 2025 names JOMARIS DEJESUS.
- Who are the officers and directors of WASHINGTON INSTITUTE FOR FINANCIAL SECURITY?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $116,364 (JOMARIS DEJESUS, EXECUTIVE DIRECTOR).
- How much revenue does WASHINGTON INSTITUTE FOR FINANCIAL SECURITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $925,286, expenses of $657,970 and total assets of $512,451 at year end.
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