WPublic & Societal BenefitEIN: 475520977· Ruling Year: 2016

Wisdom & Money

Menlo Park, California

BHealth Score
57B

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Above Average

💰
$594K
Total Revenue
📊
$689K
Total Expenses
🏦
$164K
Net Assets
📋
$24K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+18.2%
Year-over-year change (2022 → 2023)
Net Margin
-16.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.24
Net assets divided by total expenses
Liabilities-to-Assets
12.8%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$594,27018%$689,17221%$188,02332%
2022$502,91717%$569,147122%$277,87416%
2021$428,07749%$256,74735%$331,968109%
2020$286,8606%$190,87528%$158,561179%
2019$269,7964%$263,73831%$56,8718%
2018$258,54546%$381,86310%$61,75665%
2017$482,683$345,913$174,518

Frequently Asked Questions

What does Wisdom & Money do?

Wisdom & Money is a public & societal benefit nonprofit organization based in California. It is classified under NTEE code W11 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wisdom & Money financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Wisdom & Money.

How much revenue does Wisdom & Money generate?

Wisdom & Money reports $584K in annual revenue and holds $258K in total assets, based on IRS filings.

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