2025-11-13T13:58:01-05:00 2024-12-31 842800331 Santos Walding LLP 1300 Clay Street Suite 600 Oakland CA 94612 990 2024-01-01 475520977 Wisdom & Money % Rosemary Feerick WISD 4809609139 1259 El Camino Real STE 241 Menlo Park CA 94025 ROSEMARY FEERICK PresidentCo-Director 4809609139 2025-11-13 false true MATT WALDING P02023923 5108587192 2025-11-13 2024 2025-03-06 01:10:19Z 583640 false X www.wisdomandmoney.org X 2015 CA 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. 8 6 4 9 0 0 511384 582145 82470 0 416 1495 0 594270 583640 0 0 389562 406672 0 50017 299610 100643 689172 507315 -94902 76325 188023 258370 24072 12111 163951 246259 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. false false 129216 Wisdom & Money offered multiple retreats that supported participants to make financial decisions that are aligned with spiritual values and that are in service of the wellbeing of all people. 76186 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. 57531 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. 262933 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 17551 0 4 true false false false false false false false false false false false false X 8 6 false false false false false false false true true false false true true true true true true true true false CA X Rosemary Feerick 4809609139 1259 El Camino Real Ste 241 Menlo Park CA 94025 Rosemary Feerick PresidentCo-Director 40.00 0.00 X X 131006 0 0 Nadia Bouhdili Secretary 40.00 0.00 X 102874 0 0 Tracy Bindel Director 25.00 0.00 X 76466 0 0 Nancy Thurston Board Chair 5.00 0.00 X X 0 0 0 Caroline Marvin Director 4.00 0.00 X 0 0 0 Mildred Collins Director 4.00 0.00 X 0 0 0 Diana Yanez Treasurer 4.00 0.00 X X 0 0 0 Robin Ferguson Director 4.00 0.00 X 0 0 0 Maria Da Silva Director 4.00 0.00 X 0 0 0 310346 0 0 2 false false false 582145 582145 Registrations 812900 1473 1473 22 22 22 22 0 583640 1495 0 0 289983 155807 109002 25174 54566 29166 15240 10160 6872 3688 2479 705 27720 15060 9602 3058 27531 14750 9879 2902 1594 1594 17551 17551 2043 1650 393 18220 1887 10086 6247 3303 1784 1189 330 6913 3733 2489 691 17776 12771 5005 29671 20708 8963 3572 1929 1286 357 507315 262933 194365 50017 185813 116461 1210 139155 1000 2754 188023 258370 24072 12111 24072 12111 X 163951 246259 163951 246259 188023 258370 76325 5983 0 X false false false X 285860 397103 450909 511384 582145 2227401 285860 397103 450909 511384 582145 2227401 1300879 926522 2227401 0.41600 0.39700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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.