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Nonprofit · EIN 47-5520977

WISDOM & MONEY

Tax-exempt · MENLO PARK, CA 94025

Financials

$594K$689K2023$584K$507K2024
Revenue Expenses · by fiscal year end
Financials of WISDOM & MONEY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$583,640$507,315$76,325$258,370$12,111$246,259
December 31, 2023990$594,270$689,172-$94,902$188,023$24,072$163,951
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$582,145
Program service revenue
$0
Investment income
$1,495
Net gain from sales of assets
$22
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$289,983
Other salaries and wages
$54,566
Salaries, compensation and benefits (total)
$406,672
Professional fundraising fees
$0
Legal fees
$1,594
Accounting fees
$17,551
Occupancy
$6,913
Travel
$17,776
Program services (functional)
$262,933
Management and general (functional)
$194,365
Fundraising (functional)
$50,017

Balance sheet and other

Total assets, start of year
$188,023
Total assets, end of year
$258,370
Total liabilities, end of year
$12,111
Net assets, end of year
$246,259
Net assets without donor restrictions
$246,259
Gross receipts
$583,640
Employees
4
Volunteers
9
Year formed
2015
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Rosemary FeerickPresidentCo-Director
Trustee or director, Key employee
40$131,006
Nadia BouhdiliSecretary
Officer
40$102,874
Tracy BindelDirector
Trustee or director
25$76,466
Nancy ThurstonBoard Chair
Trustee or director, Officer
5$0
Caroline MarvinDirector
Trustee or director
4$0
Mildred CollinsDirector
Trustee or director
4$0
Diana YanezTreasurer
Trustee or director, Officer
4$0
Robin FergusonDirector
Trustee or director
4$0
Maria Da SilvaDirector
Trustee or director
4$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
Rosemary FeerickPresident Co-Director
Trustee or director, Key employee
40$119,105$11,925
Nadia BouhdiliSecretary
Officer
40$93,977$7,943
Tracy BindelDirector
Trustee or director
25$64,009$7,194
Diana YanezDirector
Trustee or director
4$0$0
Maria Da SilvaDirector
Trustee or director
4$0$0
Robin FergusonDirector
Trustee or director
4$0$0
Mildred CollinsDirector
Trustee or director
4$0$0
Lillie AllenDirector
Trustee or director
4$0$0
Caroline MarvinDirector
Trustee or director
4$0$0
Bernard MurphyTreasurer
Trustee or director, Officer
4$0$0
Nancy ThurstonBoard Chair
Trustee or director, Officer
5$0$0

Address and contacts

Address (IRS master file)
1259 EL CAMINO REAL SUITE 241, MENLO PARK, CA 94025-4208
In care of
% ROSEMARY FEERICK
Mailing address (990-N for 2016)
1259 El Camino Real, Menlo Park CA 94025
Principal officer (990-N for 2016)
Rosemary T Feerick, 1259 El Camino Real, Menlo Park CA 94025
Signed the 990
ROSEMARY FEERICK, PresidentCo-Director
Phone
(480) 960-9139
Return prepared by
Santos Walding LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 47-5520977 or by the name WISDOM & MONEY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $129,216
  • 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.
    Expenses $76,186
  • 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.
    Expenses $57,531

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-5520977
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$258,370
Income (IRS master file)
$583,640

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$583,640$507,315$258,370XML
990December 2023$594,270$689,172$188,023XML
990December 2022$502,917$569,147$277,874IRS
990December 2021–––IRS
990December 2020–––IRS
990-N for 2016
Officer: Rosemary T Feerick
December 31, 2016≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5520977).

Questions about WISDOM & MONEY

What is the EIN of WISDOM & MONEY?
The employer identification number (EIN) of WISDOM & MONEY is 47-5520977.
Is WISDOM & MONEY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to WISDOM & MONEY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WISDOM & MONEY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WISDOM & MONEY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WISDOM & MONEY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WISDOM & MONEY?
The 990-N for 2016 names Rosemary T Feerick.
Who are the officers and directors of WISDOM & MONEY?
The 990 for the year ended December 31, 2024 lists 9 people; 3 received compensation from the organization, the highest $131,006 (Rosemary Feerick, PresidentCo-Director).
How much revenue does WISDOM & MONEY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $583,640, expenses of $507,315 and total assets of $258,370 at year end.

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