Totals
- Total revenue
- $594,270
- Total expenses
- $689,172
- Contributions and grants received
- $511,384
- Grants paid
- $0
- Program service revenue
- $82,470
- Investment income
- $416
- Other revenue
- $0
- Total assets, end of year
- $188,023
- Total liabilities, end of year
- $24,072
- Net assets or fund balances, end of year
- $163,951
- Program services expenses (Part IX)
- $361,677
- Management and general expenses
- $267,216
- Fundraising expenses
- $60,279
- Program service expenses (Part III)
- $361,677
Program services were 52.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$511,384
-
2a · Program service revenue: Registrations
total $82,470 · related or exempt $82,470
-
7a · Gross sales of assets other than inventory
securities $416
-
7c · Gain or loss
securities $416
-
7d · Net gain or loss
total $416 · related or exempt $416
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $119,105 · program services $64,317 · management and general $44,069 · fundraising $10,719
-
7 · Other salaries and wages
total $208,680 · program services $112,687 · management and general $77,212 · fundraising $18,781
-
8 · Pension plan contributions
total $6,405 · program services $3,459 · management and general $2,370 · fundraising $576
-
9 · Other employee benefits
total $23,740 · program services $12,819 · management and general $8,784 · fundraising $2,137
-
10 · Payroll taxes
total $31,632 · program services $17,081 · management and general $11,704 · fundraising $2,847
-
11b · Fees: legal
total $1,138 · management and general $1,138
-
11c · Fees: accounting
total $18,261 · management and general $18,261
-
11g · Fees: other
total $45,346 · program services $24,487 · management and general $16,778 · fundraising $4,081
-
13 · Office expenses
total $20,126 · program services $10,868 · management and general $7,447 · fundraising $1,811
-
14 · Information technology
total $3,898 · program services $2,105 · management and general $1,442 · fundraising $351
-
16 · Occupancy
total $6,265 · program services $3,383 · management and general $2,318 · fundraising $564
-
17 · Travel
total $166,833 · program services $90,090 · management and general $61,728 · fundraising $15,015
-
19 · Conferences, conventions and meetings
total $34,900 · program services $18,846 · management and general $12,913 · fundraising $3,141
-
23 · Insurance
total $2,843 · program services $1,535 · management and general $1,052 · fundraising $256
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $276,664 · end of year $185,813
-
2 · Savings and temporary cash investments
beginning of year $1,210 · end of year $1,210
-
4 · Accounts receivable
end of year $1,000
-
17 · Accounts payable and accrued expenses
beginning of year $19,021 · end of year $24,072
-
27 · Net assets without donor restrictions
beginning of year $258,853 · end of year $163,951
Mission and programs · 2023
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.
-
Wisdom & Money launched an 18-month Trailblazing Institute, in partnership with Be Present, Inc., and offered three four-day trainings and a national conference 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.
Expenses $195,591 · Revenue $82,470
-
Wisdom & Money offered multiple retreats and gatherings in which participants explored the intersections of wealth, spirituality, and social justice.
Expenses $116,886
-
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.
Expenses $49,200
As filed on the 2023 return.
Listed in Part VII
-
Rosemary Feerick
President Co-Director
- Total calculated
- $131,030
- From this org
- $119,105
- From related orgs
- $0
- Other
- $11,925
- Hours/week
- 40
-
Nadia Bouhdili
Secretary
- Total calculated
- $101,920
- From this org
- $93,977
- From related orgs
- $0
- Other
- $7,943
- Hours/week
- 40
-
Tracy Bindel
Director
- Total calculated
- $71,203
- From this org
- $64,009
- From related orgs
- $0
- Other
- $7,194
- Hours/week
- 25
-
Diana Yanez
Director
- Total calculated
- $0
- Hours/week
- 4
-
Maria Da Silva
Director
- Total calculated
- $0
- Hours/week
- 4
-
Robin Ferguson
Director
- Total calculated
- $0
- Hours/week
- 4
-
Mildred Collins
Director
- Total calculated
- $0
- Hours/week
- 4
-
Lillie Allen
Director
- Total calculated
- $0
- Hours/week
- 4
-
Caroline Marvin
Director
- Total calculated
- $0
- Hours/week
- 4
-
Bernard Murphy
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Nancy Thurston
Board Chair
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423189349305472
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