WASHINGTON INSTITUTE FOR FINANCIAL SECURITY (EIN 800919097) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JOMARIS DEJESUS

Phone

3607979095

Tax Period

2022-07-01 to 2023-06-30

WASHINGTON INSTITUTE FOR FINANCIAL SECURITY, founded in 2013, is a small nonprofit in the Human Services sector that reported $434K in total revenue in fiscal year 2022. Expenses of $601K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE PROSPERITY AGENDA (TPA), DESIGNS PATHWAYS TO ECONOMIC AND RACIAL JUSTIC ROOTED IN THE WISDOM, EXPERIENCE, AND EXPERTISE OF FAMILITIES ENDURING ECONOMIC INEQUITY. THEY WORK WITH FAMILIES AND STAFF TO IMAGINE, TEST, AND REALIZE PROGRAMS WHERE PEOPLE THRIVE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $13,291

Program Service Revenue $416,312

Investment Income $2,401

Other Revenue $2,063

TOTAL REVENUE $434,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,541

Fundraising Expenses $0

Program Expenses $409,484

Other Expenses $294,461

TOTAL EXPENSES $601,002

Year-over-Year Comparison

	2022	2021	Change
Revenue	$434,067	$447,024	0.0%
Expenses	$601,002	$890,536	-0.3%
Net Income	$-166,935	$-443,512	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$112,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIDDY ROMERO	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEVIN LEWIS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MARGIE HENRY	SECRETARY	5.00	Officer Director	$0	$0	$0
STERLING ADLAKHA	TREASURER	5.00	Officer Director	$0	$0	$0
JANICE IKEDA	MEMBER	5.00	Director	$0	$0	$0
NICOLE HARDEN	MEMBER	5.00	Director	$0	$0	$0
PAT BUTLER	MEMBER	5.00	Director	$0	$0	$0
MELISSA SOMMER	MEMBER	5.00	Director	$0	$0	$0
RACHEL BROOKS	CO-MANAGING DIRECTOR	40.00	Officer	$112,909	$0	$112,909

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$434,067	$601,002	$860,057	$-166,935
2022	$447,024	$890,536	$619,116	$-443,512
2021	$852,906	$856,129	$993,617	$-3,223
2020	$1,327,986	$906,155	$1,120,073	$421,831
2019	$1,029,787	$1,173,726	$625,889	$-143,939
2018	$610,628	$920,787	$763,397	$-310,159

WASHINGTON INSTITUTE FOR FINANCIAL SECURITY