Public Charity

Wisdom & Money

Wisdom & Money is a nonprofit organization categorized as Public Charity based in Menlo Park, CA. Its most recent IRS filing (2024) reports revenue of $584K, expenses of $507K, total assets of $258K. Imperigo tracks 41 reported grant relationships connected to this organization totaling approximately $1.2M.

EIN: 475520977 Menlo Park, CA Latest filing: 2024
Total Revenue$584K
Total Expenses$507K
Total Assets$258K
Grant Records41
Funding Total$1.2M
Filing Years2019–2024

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.

Officers & Directors

Director Caroline Marvin
Treasurer Diana Yanez
Director Maria Da Silva
Director Mildred Collins
Secretary Nadia Bouhdili
Board Chair Nancy Thurston

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$326,000 4 grants
GENERAL OPERATING SUPPORT
$290,150 4 grants
UNRESTRICTED
$107,181 4 grants
RELIGION
$101,750 3 grants
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
$100,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $584K $507K $258K
2023 $594K $689K $188K
2022 $503K $569K $278K
2020 $287K $191K $159K
2019 $270K $264K $57K

Between 2019 and 2024, reported annual revenue grew from $270K to $584K (+116%), with total assets most recently reported at $258K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for Wisdom & Money

Complete financials, all 41 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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