Skip to content
Nonprofiteer
← All organizations

WISDOM & MONEY

EIN 47-5520977 MENLO PARK, CA

Revenue 2024
$583,640
Expenses 2024
$507,315

Program services were 51.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
W11
Classification
1000
Street
1259 EL CAMINO REAL SUITE 241

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Rosemary Feerick

    PresidentCo-Director

    Total calculated
    $131,006
    From this org
    $131,006
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Nadia Bouhdili

    Secretary

    Total calculated
    $102,874
    From this org
    $102,874
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Tracy Bindel

    Director

    Total calculated
    $76,466
    From this org
    $76,466
    From related orgs
    $0
    Other
    $0
    Hours/week
    25
  • Nancy Thurston

    Board Chair

    Total calculated
    $0
    Hours/week
    5
  • Caroline Marvin

    Director

    Total calculated
    $0
    Hours/week
    4
  • Mildred Collins

    Director

    Total calculated
    $0
    Hours/week
    4
  • Diana Yanez

    Treasurer

    Total calculated
    $0
    Hours/week
    4
  • Robin Ferguson

    Director

    Total calculated
    $0
    Hours/week
    4
  • Maria Da Silva

    Director

    Total calculated
    $0
    Hours/week
    4

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $583,640
    Expenses
    $507,315
    Contributions
    $582,145
    Grants paid
    $0
  • 2023
    Revenue
    $594,270
    Expenses
    $689,172
    Contributions
    $511,384
    Grants paid
    $0
  • 2022
    Revenue
    $502,917
    Expenses
    $569,147
    Contributions
    $450,909
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Form 990-N e-Postcard, tax year 2016

Tax period
1 January 2016 to 31 December 2016
Principal officer
Rosemary T Feerick
Mailing address
1259 El Camino RealMenlo Park CA 94025
Website
Something was entered that is not a web address, so it is not shown.

As filed, from the IRS e-Postcard file of 12 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

  • 2022 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

  • 2023 GENERAL SUPPORT

  • 2024 GENERAL SUPPORT

  • 2022 GENERAL SUPPORT

  • 2022 RELIGION

  • 2024 For grant recipient's exempt purposes

  • 2022 UNRESTRICTED

  • 2024 UNRESTRICTED

  • 2024 RELIGION

  • 2023 UNRESTRICTED

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.