Wisdom & Money

Public benefit organization based in Menlo Park, CA. 4 employees. Exempt under §501(c)(3).

MissionWisdom & 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.

EIN
47-5520977
State
CA
Sector
Public benefit
Budget band
$500K–$1M
Latest filing
TY 2024
Records
2 officers · 5 years

Financial snapshot · TY 2024

$584K
Total revenue
$507K
Total expenses
$258K
Net assets

Financial health · TY 2024

15
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
32
5.8 months of expenses
Program efficiency
5
51.8% spent on programs
Revenue diversity
0
Mix of program fees, grants & contributions

Leadership compensation

Rosemary Feerick
PresidentCo-Director
$131,006
53th percentile vs. peers
$102,874
71th percentile vs. peers

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Wisdom & Money Executive Compensation | 990 Data | DoubleNine