Wisdom Tree Collective Inc
Nonprofit profile at a glance
- EIN
- 871932989
- IRS 990-EZ coverage
- 2022–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2021
- Location
- Mt Juliet, TN, USA
- Phone
- 6155985350
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Christianity
- Affiliation
- Christianity
Reported finances
- Revenue
- $159,401
- Expenses
- $74,557
- Assets
- $97,946
- Liabilities
- $235
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Amy E Steele (Board Chair (President))
- Kasey Hitt (Executive Director)
People named in this filing
- Amy E Steele (Board Chair (President))
- Abby Oakhart (Secretary)
- Wendy Jill Wright (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide a two-year spiritual direction certificate program, other spiritual education opportunities and retreats structured to enhance the spiritual experience. The organization will provide training for individuals to become spiritual directors via completion of a 2-year certificate program, as well as providing trauma-informed training in the context of spiritual direction. The organization will also provide individuals with information regarding how they can combine theological concepts and religious beliefs with spiritual direction, thus improving these individuals' quality of life. The organization will offer other spiritual educational opportunities to include single day and multiple day retreats which provide focus and experience for the spiritual seeker.
What it reported doing in 2025
The organization provides a two-year training program in spiritual direction for clergy, chaplains, therapists, teachers, healthcare professionals, and others seeking formation in soul care. Year one includes foundational topics in spiritual formation; year two is a practicum with supervised direction, continued training, and an integrative project. A four-day retreat supports year one students, and experienced spiritual directors act as trained mentors guiding participants throughout. An online supervision group is also provided for graduates. In 2025, eight students graduated, nine students advanced to year two. The organization also hosted two ongoing weekly meditation groups, trauma-informed spiritual direction workshops (101 and 201) along with access to recordings, two online seminars, one in-person retreat to current students and one in-person retreat open to the public. The program remains committed to accessibility through online offerings, flexible pricing, and community-supported scholarships.
Operating model
- Revenue model
- Donor-supported. 93% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 100
- Sustainability: 69
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 44.5%; rating input score 45
- Program expense ratio: 95.2%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 53.2%; rating input score 93; 93rd percentile among comparable filings
- Total-asset coverage ratio: 1.31; rating input score 67; 67th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 44; 44th percentile among comparable filings
- Officer compensation ratio: 50.7%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: -0.9% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: 18.1% per year; rating input score 100; 80th percentile among comparable filings
- Asset growth: 68.2% per year; rating input score 100; 95th percentile among comparable filings
Details
- Where the money goes: 44.5% of revenue deployed · 95.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $71K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2022 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 44/100.