Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2016.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
47 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Who runs it and what they're paid
7 people listed on the 990; $101K paid to officers and key staff.
Rosemary Feerick’s $131K as Presidentco-Director is at the 87th percentile of top reported officer pay among 1043 $100K–1M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 4 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Rosemary Feerick | $131,006 | $119,105 | $114,074 | $101,927 | $101,000 |
| Nadia Bouhdili | $102,874 | $93,977 | — | — | — |
| Nadia Bouhdil | — | — | $88,408 | — | — |
| Tracy Bindel | $76,466 | $64,009 | $51,928 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Helps wealthy individuals use money for spiritual growth through retreats and guidance.
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Wisdom & Money offered a variety of retreats and gatherings for people exploring the intersection of money, spirituality, and social justice.
Wisdom & Money offered several written reflections designed to encourage and inspire people to make financial decisions that are aligned with spiritual values and in service of social justice.
Wisdom & Money engaged in a variety of activities designed to strengthen skills in building partnerships and making financial decisions that support the well-being of all people.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2020 990, line by line.
Download 990
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $57K | $159K |
| Total assetsLn 16 | $57K | $159K |
| LiabilitiesLn 26 | $4K | $5K |
| Net assetsLn 32 | $53K | $154K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Pay of current officers, directors and key staffLn 5 | $96K | $53K | $38K | $5K |
| Other salaries and wagesLn 7 | $13K | $9K | $4K | |
| Other employee benefitsLn 9 | $16K | $9K | $7K | $821 |
| Payroll taxesLn 10 | $10K | $6K | $4K | $401 |
| Legal feesLn 11b | $2K | $2K | ||
| Accounting feesLn 11c | $5K | $5K | ||
| Other fees for servicesLn 11g | $15K | $15K | $105 | |
| Office expensesLn 13 | $8K | $2K | $6K | $766 |
| Information technologyLn 14 | $2K | $1K | $860 | $108 |
| OccupancyLn 16 | $4K | $2K | $2K | $201 |
| TravelLn 17 | $16K | $7K | $9K | |
| Conferences, conventions and meetingsLn 19 | $927 | $510 | $371 | $46 |
| InsuranceLn 23 | $2K | $1K | $974 | $122 |
| Total functional expensesLn 25 | $191K | $90K | $94K | $7K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest | $584K | $507K | $76K | $246K | 990 PDF |
| FY2023 | $594K | $689K | −$95K | $164K | 990 PDF |
| FY2022 | $503K | $569K | −$66K | $259K | 990 PDF |
| FY2021 | $428K | $257K | $171K | $325K | 990 PDF |
| FY2020 Viewing | $287K | $191K | $96K | $154K | 990 PDF |
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Schedules filed Part IV
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $286,860 across 4 lines filed
Part IX · Statement of functional expenses $190,875 across 13 lines filed
Part X · Balance sheet $158,561 assets, 8 lines filed
Part XI · Reconciliation of net assets $153,616 net assets at year end
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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