Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Wisdom & Money
EIN 47-5520977 • 501(c)3 • Menlo Park, CA
Profile
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.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.05x
Liabilities / Revenue
52nd percentile
Higher debt load relative to revenue than 52% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Balance Sheet
Assets
Down$258,370
Down $19,504 (-7.0%) from 2022
Liabilities
Down$12,111
Down $6,910 (-36%) from 2022
Net Assets
Down$246,259
Down $12,594 (-4.9%) from 2022
Revenue
Up$583,640
Up $80,723 (+16%) from 2022
Expenses
Down$507,315
Down $61,832 (-11%) from 2022
Net Income
Up$76,325
Up $142,555 (+215%) from 2022
Trend Graphs
Filings
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $258,370
- Liabilities
- $12,111
- Net assets
- $246,259
- Revenue
- $583,640
- Expenses
- $507,315
- Net income
- $76,325
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 13, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $583,640
Mission and Program Overview
Mission
Wisdom & Money offers retreats, spiritual companioning, written reflections, and workshops designed to encourage people of wealth and people from a culture of wealth to engage with money as a doorway to spiritual transformation.
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $1,210 | $139,155 | ▲ $137,945 |
| Cash and Non-Interest-Bearing Accounts | $185,813 | $116,461 | ▼ $69,352 |
| Prepaid Expenses and Deferred Charges | - | $2,754 | - |
| Accounts Receivable | $1,000 | - | - |
| Total Assets | $188,023 | $258,370 | ▲ $70,347 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $24,072 | $12,111 | ▼ $11,961 |
| Total Liabilities | $24,072 | $12,111 | ▼ $11,961 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $163,951 | $246,259 | ▲ $82,308 |
| Total Net Assets Fund Balance | $163,951 | $246,259 | ▲ $82,308 |
| Total Liabilities and Net Assets / Fund Balance | $188,023 | $258,370 | ▲ $70,347 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Rosemary Feerick | PresidentCo-Director | FT | $131,006 | $131,006 |
| Nadia Bouhdili | Secretary | FT | $102,874 | $102,874 |
| Tracy Bindel | Director | PT | $76,466 | $76,466 |
Board Members and Trustees
| Name | Title |
|---|---|
| Nancy Thurston | Board Chair |
| Caroline Marvin | Director |
| Maria Da Silva | Director |
| Mildred Collins | Director |
| Robin Ferguson | Director |
| Diana Yanez | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $582,145
- Program Service Revenue
- $0
- Investment Income
- $1,495
- Other Revenue
- $0
- All Other Contributions
- $582,145
- Change in Net Assets
- $76,325
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $406,672 |
| Other Expenses | $100,643 |
| Total Fundraising Expense | $50,017 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $155,807 | $109,002 | $25,174 | $289,983 |
| Other Salaries and Wages | $29,166 | $15,240 | $10,160 | $54,566 |
| Conferences and Meetings | $20,708 | $8,963 | - | $29,671 |
| Other Employee Benefits | $15,060 | $9,602 | $3,058 | $27,720 |
| Payroll Taxes | $14,750 | $9,879 | $2,902 | $27,531 |
| Office Expenses | $1,887 | $10,086 | $6,247 | $18,220 |
| Travel | $12,771 | $5,005 | - | $17,776 |
| Fees for Services Accounting | - | $17,551 | - | $17,551 |
| Occupancy | $3,733 | $2,489 | $691 | $6,913 |
| Pension Plan Contributions | $3,688 | $2,479 | $705 | $6,872 |
| Insurance | $1,929 | $1,286 | $357 | $3,572 |
| Information Technology | $1,784 | $1,189 | $330 | $3,303 |
| Fees for Services Other | $1,650 | - | $393 | $2,043 |
| Fees for Services Legal | - | $1,594 | - | $1,594 |
| Total Functional Expenses | $262,933 | $194,365 | $50,017 | $507,315 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990 governing body review Part VI line 11
“The completed Form 990 is shared with the treasurer and then with the full board ahead of filing. Board directors are encouraged to ask any questions to which the co-director and the treasurer respond.”
Conflict of interest policy compliance Part VI line 12C
“When conflict of interest arises, the person with the conflict of interest notifies the other members of the Board of Directors and refrains from voting on the conflicted matter.”
CEO executive director top management comp Part VI line 15A
“Independent consultant incorporated HR best practices in drafting the compensation philosophy as well as policy and procedures. Board reviewed and discussed drafts and approved them. Persons with conflicts of interest were not involved (the Co-Director). Legal counsel reviewed final compensation philosophy, policy and procedures to insure compliance with laws and regulations, and provided approval. The pay ranges were determined by conducting a salary survey. Compensation information was compiled for comparable positions in the market. Contemporaneous documentation was prepared.”
Other officer or key employee compensation Part VI line 15B
“Independent consultant incorporated HR best practices in drafting the compensation philosophy as well as policy and procedures. Board reviewed and discussed drafts and approved them. Persons with conflicts of interest were not involved (the Co-Director and Communications staff). Legal counsel reviewed final compensation philosophy, policy and procedures to insure compliance with laws and regulations, and provided approval. The pay ranges were determined by conducting a salary survey. Compensation information was compiled for comparable positions in the market. Contemporaneous documentation was prepared.”
Governing documents etc available to public Part VI line 19
“Wisdom & Money has a value and practice of transparency. Any documents will be provided if requested. The Form 990 is also available on guidestar.org.”
Filing and Contact Details
Filer
- Filer Name
- Wisdom & Money
- EIN
- 47-5520977
- In Care Of
- % Rosemary Feerick
- Phone
- 4809609139
- Address
- 1259 El Camino Real STE 241, Menlo Park, CA 94025
Signing Officer
- Name
- Rosemary Feerick
- Title
- PresidentCo-Director
- Phone
- 4809609139
- Signed
- 2025-11-13
- Discuss with paid preparer
- No
Organization Details
- Formed
- 2015
- Legal Domicile
- CA
- Voting Board Members
- 8
- Independent Board Members
- 6
- Employees
- 4
- Volunteers
- 9
Preparer
- Firm
- Santos Walding LLP
- Address
- 1300 Clay Street Suite 600, Oakland, CA 94612
- Preparer
- Matt Walding
- Phone
- 5108587192
Raw XML Appendix390 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Registrations |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Wisdom & Money offered a variety of online gatherings that provide spiritual support for people seeking to make financial decisions that are aligned with spiritual values and that are in service of the wellbeing of all people. |
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| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Wisdom & Money offers a variety of print and digital reflections designed to encourage and inspire people to make financial decisions that are aligned with spiritual values and that are in service of the wellbeing of all people. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The completed Form 990 is shared with the treasurer and then with the full board ahead of filing. Board directors are encouraged to ask any questions to which the co-director and the treasurer respond. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | When conflict of interest arises, the person with the conflict of interest notifies the other members of the Board of Directors and refrains from voting on the conflicted matter. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Independent consultant incorporated HR best practices in drafting the compensation philosophy as well as policy and procedures. Board reviewed and discussed drafts and approved them. Persons with conflicts of interest were not involved (the Co-Director). Legal counsel reviewed final compensation philosophy, policy and procedures to insure compliance with laws and regulations, and provided approval. The pay ranges were determined by conducting a salary survey. Compensation information was compiled for comparable positions in the market. Contemporaneous documentation was prepared. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Independent consultant incorporated HR best practices in drafting the compensation philosophy as well as policy and procedures. Board reviewed and discussed drafts and approved them. Persons with conflicts of interest were not involved (the Co-Director and Communications staff). Legal counsel reviewed final compensation philosophy, policy and procedures to insure compliance with laws and regulations, and provided approval. The pay ranges were determined by conducting a salary survey. Compensation information was compiled for comparable positions in the market. Contemporaneous documentation was prepared. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Wisdom & Money has a value and practice of transparency. Any documents will be provided if requested. The Form 990 is also available on guidestar.org. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | CEO executive director top management comp Part VI line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other officer or key employee compensation Part VI line 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Governing documents etc available to public Part VI line 19 |
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| IRS990/WebsiteAddressTxt | 0 | www.wisdomandmoney.org |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROSEMARY FEERICK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PresidentCo-Director |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
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| ReturnHeader/Filer/InCareOfNm | 0 | % Rosemary Feerick |
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| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1259 El Camino Real STE 241 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Menlo Park |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Santos Walding LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1300 Clay Street Suite 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Oakland |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MATT WALDING |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T13:58:01-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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