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  5. WASHINGTON INSTITUTE FOR FINANCIAL SECURITY

WASHINGTON INSTITUTE FOR FINANCIAL SECURITY

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Company Details

Legal Name: WASHINGTON INSTITUTE FOR FINANCIAL SECURITY
Jurisdiction: WASHINGTON
Entity Type: WA NONPROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: March 25th 2013
Expiration date: 31 Mar 2026
UBI Number: 603 288 300
FEIN Number: 80-0919097
Purpose: WE BELIEVE LASTING ECONOMIC SECURITY IS POSSIBLE WHEN WE USE HUMAN-CENTERED DESIGN TO BUILD FINANCIAL WELLNESS PROGRAMS THAT PUT PEOPLE IN THE DRIVERS SEAT. WE UNDERSTAND THAT ALL PEOPLE ARE CAPABLE OF MAKING THEIR OWN BEST DECISIONS, AND WE BUILD SOLUTIONS TO POVERTY BASED ON THAT UNDERSTANDING.
ZIP code: 99201
City: Spokane
County: SPOKANE
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 100 N HOWARD ST, STE R, SPOKANE, WA, 99201-0508, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 101 N 7TH ST, #230, LOUISVILLE, KY, 40202-2924, UNITED STATES

Contact Details

E-Mail: INFO@THEPROSPERITYAGENDA.ORG
RACHELB@THEPROSPERITYAGENDA.ORG
DIANAD@THEPROSPERITYAGENDA.ORG
Phone Number: +1 360-797-9095
+1 206-973-2294

Nature of Business

Social, THE PROSPERITY AGENDA BUILDS THE PROSPERITY OF FAMILIES RECEIVING HUMAN SERVICES BY ADVANCING PARTICIPANT-CENTERED PRACTICES AT COMMUNITY-BASED AGENCIES. WE ACCOMPLISH THIS BY EQUIPPING AGENCIES TO ADOPT APPROACHES THAT CENTER AND CONNECT PARTICIPANTSTHROUGH LEARNING EXPERIENCES, EVALUATION, AND A NATIONAL NETWORK OF PARTNERS. WE GATHER AND PROMOTE PARTICIPANT EXPERIENCE, INSIGHT, AND DATA TO ADVOCATE FOR FAMILY-CENTERED FUNDING AND INNOVATION.

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Registered Agent Information

Name Role Address
REGISTERED AGENTS INC. Registered Agent 100 N HOWARD ST STE R, SPOKANE, WA, 99201, UNITED STATES

Key Officers & Management

Name Role Address
STERLING ADLAKHA Governing Person -
KEVIN LEWIS Governing Person -
NICOLE HARDEN Governing Person -
MELISSA SOMMER Governing Person -
YAJAIRA MORPHONIOS Governing Person -
MARIA CONTICELLI Governing Person -
SHERLYN SHUMPERT Governing Person -
DIANA DOLLAR EXECUTIVE DIRECTOR 219 1ST AVE S STE 300, SEATTLE, WA, 98104, UNITED STATES

Links between entities

Type:
Headquarter of
Company Number:
1326525
State:
KENTUCKY
KENTUCKY profile:
WASHINGTON INSTITUTE FOR FINANCIAL SECURITY (KY)

Form 5500 Series

Employer Identification Number (EIN):
800919097
Plan Year:
2024
Number Of Participants:
6
Sponsor's telephone number:
2069732294
File:
View File
Plan Administrator / Signatory:
JOMARIS DEJESUS(Plan administrator)
Plan Year:
2023
Number Of Participants:
5
Sponsor's telephone number:
2069732294
File:
View File
Plan Administrator / Signatory:
JOMARIS DEJESUS(Plan administrator)
Plan Year:
2023
Number Of Participants:
5
Sponsor's telephone number:
2069732294
Plan Administrator / Signatory:
JOMARIS DEJESUS(Plan administrator)
Plan Year:
2022
Number Of Participants:
5
Sponsor's telephone number:
2069732294
File:
View File
Plan Administrator / Signatory:
CHRIS HORNE(Plan administrator)
Plan Year:
2016
Number Of Participants:
6
Plan Name:
401(K)
Sponsor's DBA Name:
THE PROSPERITY AGENDA
Sponsor's telephone number:
2069732294
File:
View File
Plan Administrator / Signatory:
EVAN MCCULLEY(Plan administrator)

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$93,100
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$93,100
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$94,196.79
Servicing Lender:
Banner Bank
Use of Proceeds:
Payroll: $93,100
Jobs Reported:
6
Initial Approval Amount:
$88,621
Date Approved:
2021-02-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$88,621
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$89,427.09
Servicing Lender:
Banner Bank
Use of Proceeds:
Payroll: $88,620

Charity/Fundraiser/Trust

Registration Number:
2003066
Type:
CHARITABLE ORGANIZATION
Status:
Involuntarily Closed
Renewal Date:
2021-05-31

Financial History

Fiscal Begin Date:
2018-07-01
Fiscal End Date:
2019-06-30
Begin Assets:
$1,027,325.00
Revenue:
$610,628.00
Program Services:
$728,918.00
Expenses:
$920,787.00
End Assets:
$763,396.00
% To Program Services:
79%
Registration Number:
1137074
Type:
CHARITABLE ORGANIZATION
Status:
Involuntarily Closed
Renewal Date:
2022-05-31

Financial History

Fiscal Begin Date:
2019-07-01
Fiscal End Date:
2020-06-30
Begin Assets:
$625,889.00
Revenue:
$933,326.00
Program Services:
$801,363.00
Expenses:
$908,301.00
End Assets:
$958,573.00
% To Program Services:
88%
Fiscal Begin Date:
2018-07-01
Fiscal End Date:
2019-06-30
Begin Assets:
$763,397.00
Revenue:
$1,029,787.00
Program Services:
$979,591.00
Expenses:
$1,173,720.00
End Assets:
$625,889.00
% To Program Services:
83%
Fiscal Begin Date:
2017-07-01
Fiscal End Date:
2018-06-30
Begin Assets:
$1,077,497.00
Revenue:
$610,638.00
Program Services:
$728,918.00
Expenses:
$920,787.00
End Assets:
$763,397.00
% To Program Services:
79%
Fiscal Begin Date:
2016-07-01
Fiscal End Date:
2017-06-30
Begin Assets:
$195,195.00
Revenue:
$1,422,217.00
Program Services:
$510,895.00
Expenses:
$705,865.00
End Assets:
$1,077,497.00
% To Program Services:
72%
Fiscal Begin Date:
2015-07-01
Fiscal End Date:
2016-06-30
Begin Assets:
$263,236.00
Revenue:
$764,446.00
Program Services:
$455,467.00
Expenses:
$621,187.00
End Assets:
$195,195.00
% To Program Services:
73%
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