Program areas at Wisdom & Money
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 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.
Wisdom & Money offered multiple retreats and gatherings in which participants explored the intersections of weatlh, spirituality, and social justice.
Who funds Wisdom & Money
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| Center for Action and Contemplation (CAC) | 2022-12 | Be Present and Wisdom & Money (the Trailblazing Collaborative) Have Co-Created the Trailblazing Institute To Train Trailblazers in A New Way of Being Through the Be Present Empowerment Model, Wisdom Spiritual Practices, and Transformative Money Practices. These Trainings Will Provide the Opportunity for Inner Transformation and More Open Ways To Engage With Others. Be Present Is An Organization With A Long History (1988) and Much Experience in Engaging With Communities and Building Leaders in Movement Building. Their Joint Endeavor, the Trailblazing Collaborative, Can Potentially Engage Cacs Audience Members in Inviting Them To Engage With Money As A Doorway To Spiritual Transformation at the Personal, Communal, and Systemic Levels. Wisdom & Money Is A Cac Partner and Has Supported Cac in Developing Its Financial Philosophy and They Conducted A Partner Session at Conspire. Through Their Participation With Conspire and With Rose Feericks Article in the Mendicant, Wisdom and Money | $100,000 |
| ImpactAssets | 2022-12 | General Support | $90,000 |
| Network for Good | 2022-12 | Unrestricted | $36,083 |
| ...and 3 more grants received |
Personnel at Wisdom & Money
| Name | Title | Compensation | Date of data |
|---|
| Rosemary Feerick | President Co | $114,074 | 2023-11-09 |
| Bernard C. Murphy | Treasurer | $0 | 2023-01-01 |
| Nancy Thurston | Chairperson of the Board | $0 | 2023-01-01 |
| Nadia Bouhdil | Secretary | $88,408 | 2022-12-31 |
Financials for Wisdom & Money
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $450,909 | $397,103 | 13.5% |
| Program services | $51,900 | $21,600 | 140.3% |
| Investment income and dividends | $0 | $0 | - |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $108 | $9,374 | -98.8% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $502,917 | $428,077 | 17.5% |
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Data update history
January 2, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 1, 2024
Updated personnel
Identified 6 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPublic sector nonprofitsCharities
Issues
No issues found
Characteristics
Funds one specific organizationReligiousTax deductible donations
General information
- Address
- 1259 El Camino Real Ste 241
- Menlo Park, CA 94025
- Metro area
- San Francisco-Oakland-Berkeley, CA
- County
- San Mateo County, CA
- Website URL
- wisdomandmoney.org/Â
- Phone
- (408) 960-9139
IRS details
- EIN
- 47-5520977
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 2016
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- W11: Public and Societal Benefit Single Organization Support
- NAICS code, primary
- 813110: Religious Organizations
- Parent/child status
- Independent
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