Wisdom & Money
Only null% goes to programs Growing revenue
Wisdom & Money is a 501(c)(3) organization based in Menlo Park, California, registered in 2016, with $583,640 in FY2024 revenue. CharityIndex grades it B.
1259 El Camino Real Suite 241, Menlo Park, CA, 94025 EIN 47-5520977 Since 2016
Revenue (FY2024)
$584K
▼ 1.8% vs prior year
Public Benefit median: $140K
Expenses (FY2024)
$507K
Net assets
$246K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Wisdom & Money— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating6 mo reserves · +13% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Wisdom & Money: 6 mo reserves · +13% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Wisdom & Money— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Wisdom & Money: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1259 El Camino Real Suite 241, Menlo Park, CA, 94025
- City
- Menlo Park
- State
- California
- Category
- Public & Societal Benefit
- Subcategory
- Support Foundations & Fundraising
- Website
- …
Financial trends
Revenue grew from $270K (FY2019) to $584K (FY2024) across 6 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $12KNet assets $246K
Operating margin
13.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$258K
Total liabilities
$12K
Net assets
$246K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $583,640▼1.8% | $507,315▼26.4% | $246,259▲50.2% | $258,370▲37.4% | 990 |
| 2023 | $594,270▲18.2% | $689,172▲21.1% | $163,951▼36.7% | $188,023▼32.3% | 990 |
| 2022 | $502,917▲17.5% | $569,147▲122% | $258,853▼20.3% | $277,874▼16.3% | 990 |
| 2021 | $428,077▲49.2% | $256,747▲34.5% | $324,946▲112% | $331,968▲109% | 990 |
| 2020 | $286,860▲6.3% | $190,875▼27.6% | $153,616▲192% | $158,561▲179% | 990 |
| 2019 | $269,796 | $263,738 | $52,651 | $56,871 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $1.1M total
36 grants to Wisdom & Money totaling $1.1M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Impactassets Inc | General support | 2024 | $90,000 |
| Network For Good Inc | Unrestricted | 2024 | $33,405 |
| Coastal Community Foundation of South Carolina Inc | Human needs | 2024 | $25,000 |
| Giveclear Foundation | Program support | 2024 | $10,000 |
| Impactassets Inc | General support | 2023 | $96,000 |
| Network For Good Inc | Unrestricted | 2023 | $28,578 |
| San Francisco Foundation | For the reserve fund. for general support. | 2023 | $25,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $8,400 |
| Impactassets Inc | General support | 2022 | $90,000 |
| California Community Foundation | Religion | 2022 | $55,250 |
| Network For Good Inc | Unrestricted | 2022 | $36,083 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $6,900 |
| Impactassets Inc | General support | 2021 | $50,000 |
| California Community Foundation | Religion | 2021 | $16,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $11,800 |
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Frequently asked questions
- Is Wisdom & Money a legitimate nonprofit?
- Yes. Wisdom & Money is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 47-5520977, based in Menlo Park, California. Donations are tax-deductible.
- What is Wisdom & Money's EIN?
- Wisdom & Money's Employer Identification Number (EIN) is 47-5520977.
- How much revenue does Wisdom & Money report?
- Wisdom & Money reported $583,640 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Wisdom & Money have?
- CharityIndex grades Wisdom & Money B, based on financial health (reserves and operating margin).
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Data for Wisdom & Money (EIN 47-5520977) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.