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Nonprofiteer
← WISE & HEALTHY AGING

Form 990 for tax year 2023

Filed by WISE & HEALTHY AGING.

Totals

Total revenue
$8,691,329
Total expenses
$8,929,893
Contributions and grants received
$6,788,355
Grants paid
$0
Program service revenue
$986,368
Investment income
$916,606
Other revenue
$0
Total assets, end of year
$16,865,106
Total liabilities, end of year
$1,989,283
Net assets or fund balances, end of year
$14,875,823
Program services expenses (Part IX)
$7,622,013
Management and general expenses
$1,307,880
Fundraising expenses
$0
Program service expenses (Part III)
$7,622,013

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MOLLY DAVIES

    DIRECTOR/PRESIDENT & CEO

    Total calculated
    $237,332
    From this org
    $214,211
    From related orgs
    $0
    Other
    $23,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,011
    Bonus
    $0
    Other
    $7,200
    Deferred
    $4,402
    Nontaxable benefits
    $18,719
    Filer's total
    $237,332

  • PAUL WATKINS

    DIRECTOR/CHAIR (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • RENEE WHITE FRASER

    DIRECTOR/CHAIR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • PAUL KANAN

    DIR./1ST VICE CHAIR (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • KIRK MOODY

    DIR./1ST VICE CHAIR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE L MEISELS

    DIR./2ND VICE CHAIR (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • EVE GELB

    DIR./2ND VICE CHAIR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • KATHY FERGEN

    DIRECTOR/TREASURER (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • PAUL KANAN

    DIRECTOR/TREASURER (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • BARBARA BROWNING

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    32

  • SANGEETA AHLUWALIA

    DIRECTOR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • K DAVID BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TINA M DOCTORS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRENT EASTEP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RENEE WHITE FRASER

    DIRECTOR (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • JANIE YUGUCHI GATES

    DIRECTOR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • ANTHONY HOU

    DIRECTOR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • RYAN IWAMOTO

    DIRECTOR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • JUSTIN JOE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SCOTT KAISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE L MEISELS

    DIRECTOR (FROM 1/2024)

    Total calculated
    $0
    Hours/week
    2

  • LAURA MOSQUEDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAOSHING NI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL RICH

    DIRECTOR (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • PAUL WEISS

    DIRECTOR (UNTIL 12/2023)

    Total calculated
    $0
    Hours/week
    2

  • CHARLES HARDIE

    CFO

    Total calculated
    $196,148
    From this org
    $192,418
    From related orgs
    $0
    Other
    $3,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,418
    Bonus
    $0
    Other
    $0
    Deferred
    $3,600
    Nontaxable benefits
    $130
    Filer's total
    $196,148

  • ANAT LOUIS

    VICE PRESIDENT, CARE MANAGEMENT

    Total calculated
    $128,827
    From this org
    $124,792
    From related orgs
    $0
    Other
    $4,035
    Hours/week
    40

  • NIKKI DAVIS

    VICE PRESIDENT, PROGRAM ADMIN.

    Total calculated
    $137,701
    From this org
    $132,320
    From related orgs
    $0
    Other
    $5,381
    Hours/week
    40

  • KELLI STAUNING

    DIRECTOR, COMMUNICATIONS & GRANT MGMT

    Total calculated
    $122,400
    From this org
    $116,372
    From related orgs
    $0
    Other
    $6,028
    Hours/week
    40

  • RACHEL TATE

    VICE PRESIDENT, OMBUDSMAN SERVICES

    Total calculated
    $138,289
    From this org
    $131,887
    From related orgs
    $0
    Other
    $6,402
    Hours/week
    40

  • JOHN WARD

    DIRECTOR, HUMAN RESOURCES

    Total calculated
    $112,036
    From this org
    $108,945
    From related orgs
    $0
    Other
    $3,091
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349308885

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