2023-11-09T18:55:33-05:00 2022-12-31 Santos Walding LLP 1300 Clay Street Suite 600 Oakland CA 94612 990 2022-01-01 475520977 Wisdom & Money WISD 1259 El Camino Real STE 241 Menlo Park CA 94025 Rosemary Feerick President Co- 4089609139 2023-11-02 false Rosemary Feerick XXX-XX-XXXX Matt Walding P02023923 5108587192 2023-11-09 0 11 AAL2 IAL1 2022 2023-04-26 12:10:37Z 502917 false X www.wisdomandmoney.org X 2016 CA 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. 13 11 4 11 0 0 397103 450909 21600 51900 9374 108 0 428077 502917 0 0 185886 353660 0 42302 70861 215487 256747 569147 171330 -66230 331968 277874 7022 19021 324946 258853 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. false false 169821 51900 Wisdom & Money launched an 18-month Trailblazing Institute and offered three four-day trainings 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. 129862 Wisdom & Money offered multiple retreats and gatherings in which participants explored the intersections of weatlh, spirituality, and social justice. 33298 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. 332981 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 true 4 true false false false false false false false false false false false false false false X 13 11 false false false false false false false true true false false true true true true true true true true false CA X Rosemary Feerick 4089609139 1259 El Camino Real Menlo Park CA 94025 Rosemary Feerick President Co-Director 40.00 0.00 X X 114074 0 9954 Nadia Bouhdil Secretary 40.00 0.00 X 88408 0 2176 Tracy Bindel Director 20.00 0.00 X 51928 0 2985 Millie Collins Director 2.00 0.00 X 0 0 0 Alekos Kapur Director 2.00 0.00 X 0 0 0 Diana Yanez Director 2.00 0.00 X 0 0 0 Maria Da Silva Director 2.00 0.00 X 0 0 0 Robin Ferguson Director 2.00 0.00 X 0 0 0 Lillie Allen Director 4.00 0.00 X 0 0 0 gina Breedlove Director 1.00 0.00 X 0 0 0 Caroline Marvin Director 4.00 0.00 X 0 0 0 Steven Bonsey Co-Director 20.00 0.00 X 0 0 0 Bernard Murphy Treasurer 4.00 0.00 X X 0 0 0 Nancy Thurston Board Chair 5.00 0.00 X X 0 0 0 254410 0 15115 1 false false false 450909 450909 Registrations 812900 51900 51900 51900 108 108 108 108 502917 52008 0 0 254410 148808 90563 15039 49355 17989 15322 16044 23833 11880 9026 2927 26062 13813 10425 1824 3562 1888 1425 249 14628 7753 5851 1024 22128 13260 8543 325 20854 4846 12092 3916 3049 1616 1220 213 7080 3752 2832 496 103800 87466 16273 61 37754 18515 19239 2632 1395 1053 184 569147 332981 193864 42302 330091 276664 1208 1210 669 331968 277874 7022 19021 7022 19021 X 324946 258853 324946 258853 331968 277874 -66230 137 0 X false false false X 252041 259686 285860 397103 450909 1645599 252041 259686 285860 397103 450909 1645599 994066 651533 1645599 0.39590 0.28840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990 governing body review Part VI line 11 The completed Form 990 is shared with the treasurer and then with the full board ahead of filing. Board directors are encouraged to ask any questions to which the co-directors and the treasurer respond. Conflict of interest policy compliance Part VI line 12c When conflict of interest arises, the person with the conflict of interest notifies the other members of the Board of Directors and refrains from voting on the conflicted matter. CEO executive director top management comp Part VI line 15a Independent consultant incorporated HR best practices in drafting the compensation philosophy as well as policy and procedures. Board reviewed and discussed drafts and approved them. Persons with conflicts of interest were not involved (the Co-Director). Legal counsel reviewed final compensation philosophy, policy and procedures to insure compliance with laws and regulations, and provided approval. The pay ranges were determined by conducting a salary survey. Compensation information was compiled for comparable positions in the market. Contemporaneous documentation was prepared. Other officer or key employee compensation Part VI line 15b Independent consultant incorporated HR best practices in drafting the compensation philosophy as well as policy and procedures. Board reviewed and discussed drafts and approved them. Persons with conflicts of interest were not involved (the Co-Director and Communications staff). Legal counsel reviewed final compensation philosophy, policy and procedures to insure compliance with laws and regulations, and provided approval. The pay ranges were determined by conducting a salary survey. Compensation information was compiled for comparable positions in the market. Contemporaneous documentation was prepared. Governing documents etc available to public Part VI line 19 Wisdom & Money has a value and practice of transparency. Any documents will be provided if requested. The Form 990 is also available on guidestar.org.