Wisdom & Money
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 …
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What would you do with your wealth if you made financial decisions from the mystical heart?
Verified certifications
Confirmed against the issuing authority - not self-reported.
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.
Focus areas & reach
· What they work on and whereHow it stacks up against peers
· vs. 8 similar advocacy & civil rights in United StatesConcerns
· 1 red flagWhere every $1 goes
· FY2024 · IRS 990 (FY2024)GiveRadar Analysis
Original analysis from GiveRadar's dataset of comparable organizations
Based on the records currently verified by GiveRadar, Wisdom & Money has a complete profile, sourced from the IRS.
- It has more complete governance disclosure than nearly all similar organizations, because GiveRadar has verified leadership, executive compensation, a mission statement and a founding date. See national comparisons
- It has more complete contact information than 82% of similar organizations, with a verified website, phone and address on record. See national comparisons
- Its integrity score of 67 places it in the top 25% of the 128,026 advocacy & civil rights charities in the United States GiveRadar tracks, because GiveRadar has verified its financial disclosures and its governance. View this cohort
- government registration
- financial records (5 filed years)
- disclosed leadership
- a website
- a donation page
- third-party accreditation
- a contact email
- an owner-submitted profile claim
Analysis based on GiveRadar's benchmark dataset of 2026-07-03. It describes what GiveRadar has verified, not a judgment of the organization itself.
Common questions
· Auto-generated from filings + methodologyWisdom & Money is a registered advocacy & civil rights nonprofit based in Menlo Park, CA, United States. It is registered with the Internal Revenue Service (IRS). It was founded in 2015 and has been operating for 11 years. Its EIN is 475520977. According to GiveRadar's records, it holds active tax-deductible status on the IRS Publication 78 list, which means donations are tax-deductible and the organization is in good standing with the IRS. GiveRadar's Integrity Assessment for the organization is 67/100, which reflects how much public information is available, not whether the charity is legitimate. The organization reports $584K in annual revenue. 53 officers and directors are publicly disclosed. GiveRadar has identified 1 potential concern.
Wisdom & Money's EIN (Employer Identification Number) is 475520977. This is the organization's IRS tax identification number; you can use it to verify tax-exempt status and to look up its Form 990 filings with the IRS.
Wisdom & Money has a GiveRadar Integrity Assessment of 67/100. This score combines five components: Registration (20 pts), Financial Transparency (30 pts), Governance (20 pts), Contact Availability (10 pts), and Data Recency (20 pts), with negative adjustments for any red flags. A score of 67 ('Partial transparency') means some public data is on file but key signals are missing - worth a closer look before donating. For comparison, the average integrity assessment for advocacy & civil rights charities in United States is 90/100.
Wisdom & Money is located in Menlo Park, CA, United States. The organization was established in 2015 and has been active for 11 years.
Based on official tax filings, Wisdom & Money has $584K in annual revenue. It allocates 52% of expenses to programs and services. This is below the average of 80% for advocacy & civil rights charities in United States. Its revenue is below the peer average of $4M. Create a free GiveRadar account to view the complete financial breakdown with year-over-year trends.
Wisdom & Money is classified as an Advocacy & Civil Rights organization, registered in United States. It operates as a Publicly-supported charity (509(a)(2)). By size, it is categorized as a medium organization. It has $584K in annual revenue. The organization has 53 disclosed officers and directors.
GiveRadar has identified 1 potential concern for Wisdom & Money. Red flags are automatically detected from official data and may include high executive compensation relative to budget, low program spending, or missing financial filings. Red flags do not necessarily mean wrongdoing but indicate areas that may warrant further review before donating.
According to GiveRadar's records, Wisdom & Money holds active tax-deductible status on the IRS Publication 78 list, which means donations are tax-deductible and the organization is in good standing with the IRS. It is registered with the Internal Revenue Service (IRS). It reports that 52% of expenses go to programs (the peer average is 80%). You can donate directly through their official donation page linked on their GiveRadar profile. GiveRadar provides data for research and does not endorse any organization. A GiveRadar Integrity Assessment reflects how much public data is available, not whether an organization is safe to donate to, so it is always smart to do your own research before giving.
What would you do with your wealth if you made financial decisions from the mystical heart? Wisdom & Money is classified as an advocacy & civil rights organization registered in United States. The organization was founded in 2015.
Among advocacy & civil rights charities registered in United States: It allocates 52% of expenses to programs, below the peer average of 80%. Its annual revenue of $584K is below the peer average of $4M.
Yes, donations to Wisdom & Money are generally tax-deductible in the United States. Wisdom & Money is a 501(c)(3) tax-exempt organization. Its EIN is 475520977, which you can use for tax filing purposes. Donors can typically deduct contributions on their federal income tax return if they itemize deductions. Consult a tax professional for guidance specific to your situation.
Filing history
5 years on file from IRS 990 (FY2024): revenue, expenses, program spending, assets, and liabilities by fiscal year.
See 5 years of revenue, expense breakdowns, and balance sheet.
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Tax-deductibility for donors
Donations may be tax-deductible for residents of United States under local rules. Confirm with the charity directly.
WISDOM & MONEY is registered in United States. Donations from the Netherlands to charities outside the EU/EEA are generally not tax-deductible for Dutch donors unless the charity is listed on the Dutch ANBI register with foreign-recognized status.
Always confirm tax treatment with the charity directly or your tax advisor before donating.
Staff & volunteers
From filings and published profiles
Leadership
From FY2024 filing
Officers & trustees (17)
Source: Public filings
17 officers and trustees on file - free with a GiveRadar account.
Latest news
From global news sources
No recent news coverage found
News coverage will appear here when articles mention this organization.
Activity timeline
Filings and press mentions, merged
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How many charities work in each area, with this charity's area highlighted.
Most common causes in United States
Causes charities work on most, with this charity's causes ticked.
Sources and verification
- Registration and legal identity
- Internal Revenue Service (IRS) - Tax Exempt Organization Search
- Financial filings
- IRS Form 990 filings - Fiscal year 2024 most recent on file.
- Officers and trustees
- Internal Revenue Service (IRS) - Tax Exempt Organization Search - 53 disclosed in the public registry.
Data freshness
What we know and don't know
Exactly which public data we hold on this charity. Our score reflects transparency, not impact.
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Financial data · FY2024 on record
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Named leadership · 53 officers on file
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Executive pay · Disclosed
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Government registration · Registered with an official registry
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Mission statement · Published
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Official website · On record
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Headquarters address · On file
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Direct contact · Email or phone published
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Tax-deductibility · Verified
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Founding date · 2015
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Programs & activitiesNo named programs listed by the charity
Methodology
GiveRadar builds each profile primarily from official government charity registries, supplemented where available by third-party nonprofit databases and news archives, and combines it into a single 0-100 integrity assessment. The exact sources for this charity are listed above. We don't take a cut of any donation, ever.
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Quick facts about Wisdom & Money
- What is Wisdom & Money?
- Wisdom & Money is a advocacy & civil rights publicly-supported charity (509(a)(2)) based in Menlo Park, United States. What would you do with your wealth if you made financial decisions from the mystical heart?
- When was Wisdom & Money founded?
- Wisdom & Money was founded in 2015.
- Who leads Wisdom & Money?
- Rosemary Feerick serves as PresidentCo-Director.
- Where is Wisdom & Money located?
- Headquartered in Menlo Park, CA, United States.
- What is Wisdom & Money's annual budget?
- Annual revenue for fiscal year 2024 is approximately $100K-$1M. 52% of expenses go to program services.
- Is Wisdom & Money trustworthy?
- Wisdom & Money has a GiveRadar Integrity Assessment of 67 out of 100 (Partial transparency). The score reflects public-data transparency: registration, financial disclosure, governance, contact details, and how recently data was refreshed. It does not measure program impact.
- What is Wisdom & Money's registration number?
- IRS EIN: 475520977.
- What is Wisdom & Money's website?
- http://www.wisdomandmoney.org