Wisdom & Money
- Assets
- $277.9k
- Revenue
- $502.9k
- Investments
- $0.0
- Employees
- 4
- Location
- Menlo Park, CA
- Founding
- 02/2016
- Data as of
- 12/2022
- EIN
- 47-5520977
Organization Overview
Wisdom & Money is located in Menlo Park, CA. The organization was established in 2016. According to its NTEE Classification (W11) the organization is classified as: Single Organization Support, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2022, Wisdom & Money employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wisdom & Money is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Wisdom & Money generated $502.9k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 14.2% each year . All expenses for the organization totaled $569.1k during the year ending 12/2022. While expenses have increased by 8.3% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
WISDOM & MONEY OFFERS RETREATS, TRAININGS, SPIRITUAL COMPANIONING, WRITTEN REFLECTIONS & WORKSHOPS DESIGNED TO ENCOURAGE PEOPLE OF WEALTH AND PEOPLE FROM A CULTURE OF WEALTH TO ENGAGE WITH MONEY AS A DOORWAY TO SPIRITUAL TRANSFORMATION AT THE PERSONAL, COMMUNAL & SYSTEMIC LEVELS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
WISDOM & MONEY LAUNCHED AN 18-MONTH TRAILBLAZING INSTITUTE AND OFFERED THREE FOUR-DAY TRAININGS THAT OFFERED PARTICIPANTS OPPORTUNITIES TO LEARN ABOUT AND EXPERIENCE THE INTERSECTION OF THREE STREAMS OF PRACTICE (WISDOM SPIRITUAL PRACTICES, THE BE PRESENT EMPOWERMENT MODEL, AND TRANSFORMATIVE MONEY PRACTICES) THAT SUPPORT INNER TRANSFORMATION, PARTNERSHIP, AND SOCIAL JUSTICE.
WISDOM & MONEY OFFERED MULTIPLE RETREATS AND GATHERINGS IN WHICH PARTICIPANTS EXPLORED THE INTERSECTIONS OF WEATLH, SPIRITUALITY, AND SOCIAL JUSTICE.
WISDOM & MONEY OFFERED A VARIETY OF PRINT AND DIGITAL REFLECTIONS DESIGNED TO ENCOURAGE AND INSPIRE PEOPLE TO MAKE FINANCIAL DECISIONS THAT ARE ALIGNED WITH SPIRITUAL VALUES, CREATE UNITY ACROSS HISTORICAL DIVISIONS, AND SUPPORT ABUNDANCE FOR ALL PEOPLE. WE ALSO WORKED ON THE DEVELOPMENT OF A WISDOM & MONEY BOOK TO SHARE OUR STORIES AND PRACTICES MORE WIDELY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rosemary Feerick President Co-Director | OfficerTrustee | 40 | $114,074 |
Nadia Bouhdil Secretary | Officer | 40 | $88,408 |
Tracy Bindel Director | Trustee | 20 | $51,928 |
Millie Collins Director | Trustee | 2 | $0 |
Alekos Kapur Director | Trustee | 2 | $0 |
Diana Yanez Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $450,909 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $450,909 |
| Total Program Service Revenue | $51,900 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $108 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $502,917 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $254,410 |
| Compensation of current officers, directors, key employees. | $90,563 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $49,355 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $23,833 |
| Payroll taxes | $26,062 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,562 |
| Fees for services: Accounting | $14,628 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $22,128 |
| Advertising and promotion | $0 |
| Office expenses | $20,854 |
| Information technology | $3,049 |
| Royalties | $0 |
| Occupancy | $7,080 |
| Travel | $103,800 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $37,754 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,632 |
| All other expenses | $0 |
| Total functional expenses | $569,147 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $276,664 |
| Savings and temporary cash investments | $1,210 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $277,874 |
| Accounts payable and accrued expenses | $19,021 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $19,021 |
| Net assets without donor restrictions | $258,853 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $277,874 |