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Wisdom & Money

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 475520977 ✦ Menlo park, CA ✦ Designated as a 501(c)(3)

Overview

What is Wisdom & Money?

Wisdom & Money is a nonprofit organization situated in Menlo Park, California. Their mission revolves around encouraging individuals of wealth and those from a wealth-based culture to view money as a means to spiritual transformation, impacting personal, communal, and systemic levels. They accomplish this through various activities, including retreats, workshops, spiritual companioning, and written reflections. Recently, they launched an 18-month Trailblazing Institute, consisting of four-day trainings, exploring the intersection of three practices (Wisdom spiritual practices, the Be Present Empowerment Model, and Transformative Money Practices), aimed at fostering inner transformation and partnership. Currently, the organization employs a team of four individuals.


Official website here: www.wisdomandmoney.org

Is Wisdom & Money legitimate?

Wisdom & Money is a legitimate nonprofit organization registered as a 501(c)(3) entity. Wisdom & Money submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $254,410
Professional Fundraising Fees: $0
Other Salaries and Wages: $49,355

For more financial information, click here


Official website here: www.wisdomandmoney.org

What is the mission statement of Wisdom & Money?

Wisdom & Money's mission is centered around encouraging individuals of wealth and those from a wealth-oriented culture to view money as a tool for spiritual growth. They achieve this goal through various offerings such as retreats, trainings, spiritual companioning, written reflections, and workshops. These activities are designed to facilitate personal, communal, and systemic transformations related to money, fostering inner transformation, partnership, and social justice. The organization has launched an 18-month Trailblazing Institute and conducted several four-day trainings, allowing participants to explore the intersections of wisdom spiritual practices, the Be Present Empowerment Model, and Transformative Money Practices.


Official website here: www.wisdomandmoney.org

Who is the CEO of Wisdom & Money?

Bernard Murphy is the Treasurer of Wisdom & Money.


Official website here: www.wisdomandmoney.org

What is the revenue of Wisdom & Money?

Wisdom & Money's revenue in 2022 was $502,917.


Official website here: www.wisdomandmoney.org

Who are the executives of Wisdom & Money and what are their salaries?

The average compensation at Wisdom & Money during 2022 was $75,941. There are 4 employees and 11 volunteers at Wisdom & Money.

Here are 14 key members and their salaries:

    Rosemary Feerick (President Co-Director)
  • Compensation: $114,074
  • Related: $0
  • Other: $9,954

    • Nadia Bouhdil (Secretary)
  • Compensation: $88,408
  • Related: $0
  • Other: $2,176

    • Tracy Bindel (Director)
  • Compensation: $51,928
  • Related: $0
  • Other: $2,985

    • Millie Collins (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Alekos Kapur (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Diana Yanez (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Maria Da Silva (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Robin Ferguson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Lillie Allen (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Gina Breedlove (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Caroline Marvin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Steven Bonsey (Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Bernard Murphy (Treasurer) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Nancy Thurston (Board Chair) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.wisdomandmoney.org

    Where can I find the form 990 for Wisdom & Money?

    The Wisdom & Money’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.wisdomandmoney.org

    Learn more at the official website: www.wisdomandmoney.org

    Mission Statement of Wisdom & Money

    Wisdom & Money, a nonprofit organization, is dedicated to inspiring individuals of wealth and those from a wealth-oriented culture to view money as a means to spiritual transformation on a personal, communal, and systemic level. Through retreats, trainings, spiritual companioning, written reflections, and workshops, Wisdom & Money aims to foster an engagement with money that goes beyond financial gains, encouraging a holistic and transformative approach. The organization's mission is to facilitate this transformation by offering participants opportunities to explore three distinct streams of practice: Wisdom spiritual practices, the Be Present Empowerment Model, and Transformative Money Practices. These practices are designed to support inner transformation, foster partnerships, and drive social justice, ultimately promoting a more spiritually enriching relationship with money.

    Impact

    This information is meant to be a general summary of Wisdom & Money. Please take the time to review official sources before making any decisions based upon the content provided here.




    Wednesday, July 24, 2024

    Wisdom & Money's impact can be seen in its efforts to encourage people of wealth and those from a culture of wealth to engage with money as a pathway to spiritual transformation on personal, communal, and systemic levels. Through retreats, trainings, spiritual companioning, written reflections, and workshops, Wisdom & Money strives to create opportunities for individuals to explore the intersection of spiritual practices, empowerment models, and transformative money practices. By offering programs like the Trailblazing Institute and trainings focused on inner transformation, partnership, and social justice, Wisdom & Money is fostering a deeper understanding of the role of money in spiritual growth and social change.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $108
  • Program Service Revenue: $51,900
  • Gross Receipts: $502,917

    • Assets and Liabilities:
  • Total Assets: $277,874
  • Total Liabilities: $19,021
  • Net Assets: $258,853
  • Programs

    Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

    Registrations

    Revenue

    $51,900

    Organization Details

    Founding Year

    2016

    Principal Officer

    Bernard Murphy

    Main Address

    1259 El Camino Real STE 241, Menlo Park, CA, 94025

    NTEE Category

    Code: W11 - Public benefit

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