Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 26.3% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
$331,968
No earlier filing loaded for comparison.
Net Assets
$324,946
No earlier filing loaded for comparison.
Liabilities
$7,022
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$428,077
No earlier filing loaded for comparison.
Expenses
$256,747
No earlier filing loaded for comparison.
Net Income
$171,330
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Nov 14, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $428,077
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $157,259 | $330,091 | ▲ $172,832 |
| Savings and Temporary Cash Investments | $1,302 | $1,208 | ▼ $94 |
| Prepaid Expenses and Deferred Charges | - | $669 | - |
| Total Assets | $158,561 | $331,968 | ▲ $173,407 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $4,945 | $7,022 | ▲ $2,077 |
| Total Liabilities | $4,945 | $7,022 | ▲ $2,077 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $153,616 | $324,946 | ▲ $171,330 |
| Total Net Assets Fund Balance | $153,616 | $324,946 | ▲ $171,330 |
| Total Liabilities and Net Assets / Fund Balance | $158,561 | $331,968 | ▲ $173,407 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Rosemary Feerick | President Co-Director | FT | $101,927 | $10,837 | $112,764 |
Board Members and Trustees
| Name | Title |
|---|---|
| Nancy Thurston | Board Chair |
| Steven Bonsey | Co-Director |
| Alekos Kapur | Director |
| Caroline Marvin | Director |
| Lillie Allen | Director |
| gina Breedlove | Director |
| Noa Mohlabane | Secretary |
| Bernard Murphy | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $397,103
- Program Service Revenue
- $21,600
- Investment Income
- $9,374
- Other Revenue
- $0
- All Other Contributions
- $397,103
- Change in Net Assets
- $171,330
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $185,886 |
| Other Expenses | $70,861 |
| Total Fundraising Expense | $11,825 |
| 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 | $45,867 | $50,964 | $5,096 | $101,927 |
| Other Salaries and Wages | $31,597 | $19,058 | $2,621 | $53,276 |
| Travel | $15,359 | $7,442 | - | $22,801 |
| Other Employee Benefits | $7,087 | $7,875 | $787 | $15,749 |
| Payroll Taxes | $7,467 | $6,720 | $747 | $14,934 |
| Office Expenses | $2,036 | $9,640 | $1,387 | $13,063 |
| Fees for Services Accounting | $5,672 | $5,104 | $567 | $11,343 |
| Fees for Services Other | $4,164 | $3,162 | - | $7,326 |
| Occupancy | $2,787 | $2,509 | $279 | $5,575 |
| Conferences and Meetings | $3,420 | $517 | - | $3,937 |
| Insurance | $1,308 | $1,177 | $131 | $2,616 |
| Fees for Services Legal | $1,069 | $962 | $107 | $2,138 |
| Information Technology | $1,031 | $928 | $103 | $2,062 |
| Total Functional Expenses | $128,864 | $116,058 | $11,825 | $256,747 |
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
- Backup withholding compliance
- 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-directors 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 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.”
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
- Address
- 1259 El Camino Real STE 241, Menlo Park, CA 94025
Signing Officer
- Name
- Rosemary Feerick
- Title
- President Co-
- Phone
- 4089609139
- Signed
- 2022-11-14
- Discuss with paid preparer
- No
Organization Details
- Formed
- 2016
- Legal Domicile
- CA
- Voting Board Members
- 9
- Independent Board Members
- 7
- Employees
- 5
- Volunteers
- 5
Preparer
- Firm
- Santos Walding LLP
- Address
- 1300 Clay Street Suite 600, Oakland, CA 94612
- Preparer
- Matthew Walding
- Phone
- 5108587192
Supplemental Narrative
Additional Explanations
General explanation attachment
“See attached statement regarding Form 990, Sched. A, Part I, Line 7”
Raw XML Appendix396 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/CashNonInterestBearingGrp/EOYAmt | 0 | 330091 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
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| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 50964 |
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| IRS990/CompensationProcessOtherInd | 0 | true |
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| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 3937 |
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| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
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| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 11343 |
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| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 2138 |
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| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 7326 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
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| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 14934 |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Registrations |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Wisdom & Money offered a variety of reflections designed to encourage and inspire people to make financial decisions that are aligned with spiritual values and in service of social justice. |
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| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Wisdom & Money engaged in a variety of activities designed to strengthen skills in building partnerships and making financial decisions that support the well-being 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-directors 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 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 | 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/ExplanationTxt | 5 | See attached statement regarding Form 990, Sched. A, Part I, Line 7 |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | General explanation attachment |
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| IRS990/WebsiteAddressTxt | 0 | www.wisdomandmoney.org |
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| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Rosemary Feerick |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President Co- |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-14 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WISD |
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| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1259 El Camino Real STE 241 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Menlo Park |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94025 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 842800331 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Santos Walding LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1300 Clay Street Suite 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Oakland |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Matthew Walding |
| ReturnHeader/ReturnTs | 0 | 2022-11-14T17:12:39-05:00 |
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| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Rosemary |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Feerick |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $331,968
- Liabilities
- $7,022
- Net assets
- $324,946
- Revenue
- $428,077
- Expenses
- $256,747
- Net income
- $171,330