Totals
- Total revenue
- $8,011,259
- Total expenses
- $8,664,076
- Contributions and grants received
- $6,497,851
- Grants paid
- $0
- Program service revenue
- $1,068,959
- Investment income
- $444,449
- Other revenue
- $0
- Total assets, end of year
- $16,043,204
- Total liabilities, end of year
- $2,055,403
- Net assets or fund balances, end of year
- $13,987,801
- Program services expenses (Part IX)
- $7,464,116
- Management and general expenses
- $1,199,960
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,464,116
Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$143,914
-
1e · Government grants (contributions)
$5,922,229
-
1f · All other contributions, gifts and grants
$431,708
-
2a · Program service revenue: PROGRAM INCOME
total $1,068,959 · related or exempt $1,068,959
-
3 · Investment income
total $406,855 · excluded $406,855
-
7a · Gross sales of assets other than inventory
securities $2,639,412
-
7b · Less cost or other basis and sales expenses
securities $2,601,818
-
7c · Gain or loss
securities $37,594
-
7d · Net gain or loss
total $37,594 · excluded $37,594
-
8a · Fundraising events: gross income
$1,802
-
8a · Fundraising events: contributions included on line 1c
$143,914
-
8b · Fundraising events: direct expenses
$1,802
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,240,275 · program services $1,062,030 · management and general $178,245
-
7 · Other salaries and wages
total $4,285,960 · program services $3,670,008 · management and general $615,952
-
8 · Pension plan contributions
total $44,221 · program services $37,866 · management and general $6,355
-
9 · Other employee benefits
total $266,927 · program services $228,566 · management and general $38,361
-
10 · Payroll taxes
total $418,401 · program services $358,271 · management and general $60,130
-
11b · Fees: legal
total $60,940 · management and general $60,940
-
11c · Fees: accounting
total $62,974 · program services $60,654 · management and general $2,320
-
11f · Fees: investment management
total $64,713 · management and general $64,713
-
11g · Fees: other
total $720,969 · program services $720,969
-
12 · Advertising and promotion
total $32,761 · program services $26,148 · management and general $6,613
-
13 · Office expenses
total $254,903 · program services $207,903 · management and general $47,000
-
14 · Information technology
total $110,334 · program services $106,270 · management and general $4,064
-
16 · Occupancy
total $466,137 · program services $436,633 · management and general $29,504
-
17 · Travel
total $64,593 · program services $64,424 · management and general $169
-
20 · Interest
total $34,877 · management and general $34,877
-
22 · Depreciation, depletion and amortization
total $27,613 · program services $22,933 · management and general $4,680
-
23 · Insurance
total $136,095 · program services $122,373 · management and general $13,722
-
24a · Other expenses: TELEPHONE COST
total $194,823 · program services $193,373 · management and general $1,450
-
24b · Other expenses: PRINTING & DUPLICATION
total $44,992 · program services $41,247 · management and general $3,745
-
24c · Other expenses: BANK CHARGES
total $29,448 · program services $23,504 · management and general $5,944
-
24d · Other expenses: EMPLOYEE DEVELOPMENT
total $11,429 · program services $7,520 · management and general $3,909
-
24e · All other expenses
total $90,691 · program services $73,424 · management and general $17,267
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $720,379 · end of year $627,908
-
3 · Pledges and grants receivable
beginning of year $933,535 · end of year $691,908
-
4 · Accounts receivable
beginning of year $81,480 · end of year $112,823
-
9 · Prepaid expenses and deferred charges
beginning of year $156,218 · end of year $89,192
-
10a · Land, buildings and equipment: cost or other basis
$969,851
-
10b · Land, buildings and equipment: accumulated depreciation
$888,484
-
10c · Land, buildings and equipment, net
beginning of year $108,981 · end of year $81,367
-
11 · Investments: publicly traded securities
beginning of year $13,152,598 · end of year $13,707,678
-
15 · Other assets
beginning of year $31,549 · end of year $732,328
-
17 · Accounts payable and accrued expenses
beginning of year $880,529 · end of year $883,470
-
19 · Deferred revenue
beginning of year $117,236 · end of year $7,631
-
25 · Other liabilities
beginning of year $200,000 · end of year $1,164,302
-
27 · Net assets without donor restrictions
beginning of year $11,417,752 · end of year $11,416,853
-
28 · Net assets with donor restrictions
beginning of year $2,569,223 · end of year $2,570,948
Mission and programs · 2022
Mission
THE ORGANIZATION IS A MULTI-SERVICE, 501C(3) NOT-FOR-PROFIT, SOCIAL SERVICES ORGANIZATION SERVING SENIORS THROUGHOUT LOS ANGELES AND SAN BERNARDINO COUNTIES, WITH EMPHASIS ON LOW-INCOME AND/OR UNDERSERVED INDIVIDUALS. THE ORGANIZATION OFFERS VITAL SUPPORT SERVICES AND PROGRAMS THAT ADVANCES THE DIGNITY AND QUALITY OF LIFE OF OLDER ADULTS THROUGH LEADERSHIP, ADVOCACY, AND HIGH-QUALITY INNOVATIVE SERVICES.
Activities or mission (Part I)
SOCIAL SERVICES - ELDERLY/SENIOR AND DISABLED ADULTS
-
CITY AND COUNTY OF LOS ANGELES AND COUNTY OF SAN BERNARDINO LONG-TERM CARE OMBUDSMAN PROGRAM: WISE & HEALTHY AGING ADMINISTERS THE SECOND LARGEST OMBUDSMAN PROGRAM IN THE NATION. THE ADVOCACY-FOCUSED PROGRAM IS DESIGNED TO HELP PROTECT AND ENSURE QUALITY OF CARE FOR DISABLED ADULTS AND SENIORS LIVING IN LONG-TERM CARE FACILITIES THROUGHOUT THE GREATER LOS ANGELES AND SAN BERNARDINO COUNTIES. SERVICES INCLUDE COMPLAINT INVESTIGATION, FACILITY MONITORING VISITS, INFORMATION AND CONSULTATION TO CONSUMERS AND FACILITY STAFF, AND WITNESSING ADVANCE DIRECTIVES IN SKILLED NURSING FACILITIES.
Expenses $4,580,322 · Revenue $3,915,082
-
CARE MANAGEMENT: ASSISTING SENIORS TO MAINTAIN INDEPENDENCE IN THEIR OWN HOMES WITH CARE MANAGEMENT (IN-HOME ASSESSMENT AND CONNECTIONS TO COMMUNITY SERVICES; CAN INCLUDE SHORT OR LONGER TERM MONITORING).SENIOR PEER COUNSELING: INDIVIDUAL AND GROUP COUNSELING FOR OLDER ADULTS WHO ARE DEALING WITH COMMMON CHANGES ASSOCIATED WITH AGING INCLUDING LOSS AND GRIEF, DEPRESSION, ANXIETY, HOARDING, RELATIONSHIP PROBLEMS OR AGING CONCERNS. PARAPROFESSIONAL COUNSELORS ARE OLDER ADULT VOLUNTEERS WHO RECEIVE EXTENSIVE TRAINING AND ONGOING SUPERVISION WITH A LICENSED MENTAL HEALTH PROFESSIONAL.
Expenses $1,054,341 · Revenue $932,402
-
ADULT DAY CENTER (ADC): A "SOCIAL" (NOT HEALTH) MODEL, PROVIDING ADULT DAY CARE DURING WEEKDAYS. THE ADC GIVES FAMILY CAREGIVERS RESPITE NEEDED, WITH INDIVIDUALIZED APPROACH TO CARE FOR SENIORS, SUPPORTING THOSE WHO MAY HAVE SOME LIMITATIONS DUE TO HEALTH CONDITIONS, INCLUDING THOSE WITH EARLY MEMORY LOSS, ALZHEIMER'S DISEASE OR OTHER IMPAIRMENTS. IN ADDITION TO THE GENERAL PROGRAMMING, THE ADC OFFERS WISEMINDS FOR THOSE WITH EARLY MEMORY LOSS, AS WELL AS A SPANISH-LANGUAGE ADULT DAY CARE PROGRAM CALLED SOMOS AMIGOS ("WE ARE FRIENDS").
Expenses $898,702 · Revenue $767,821
-
ELDER ABUSE PREVENTION PROGRAM: PROTECTING SENIORS FROM BECOMING VICTIMS OF FINANCIAL, PHYSICAL, AND/OR EMOTIONAL ABUSE THROUGH EDUCATION AND TRAINING TO SENIORS AND PROFESSIONALS. FIELD BASED WRAP AROUND SERVICES FOR ELDER ABUSE SURVIVORS IN THE GREATER LONG BEACH AREA. SERVICES INCLUDE: CASE MANAGEMENT, THERAPY, LEGAL SYSTEM ADVOCACY, AND SAFETY PLANNING.
-
CONGREGATE MEALS PROGRAM: A WEEKDAY LUNCH PROGRAM (CALLED THE DINER) FOR SANTA MONICA SENIOR RESIDENTS OFFERED AT THREE LOCATIONS THROUGHOUT THE CITY OF SANTA MONICA (FIRST FLOOR KEN EDWARDS CENTER, ADC ON SECOND FLOOR OF KEN EDWARDS CENTER AND REED PARK). SUGGESTED DONATIONS FROM SANTA MONICA RESIDENTS AND A FEE OF $5 FOR NON-SANTA MONICA RESIDENTS.
-
FINANCIAL & HEALTH INSURANCE COUNSELING: WEEKLY MEDICARE INSURANCE COUNSELING (VIA HICAP), AND AN AARP TAX-AID PROGRAM TO HELP WITH INCOME TAX PREPARATION (YEAR-END AT MAIN OFFICE; AT 8 OTHER LOCATIONS ON THE WESTSIDE DURING TAX SEASON OF FEBRUARY, MARCH AND APRIL).
-
TRAINING & EDUCATION: IN ADDITION TO CAREGIVER TRAINING FOR FAMILY AND WORKING CAREGIVERS, THE ORGANIZATION ALSO HAS MASTER-TRAINED INSTRUCTORS IN NATIONALLY-RECOGNIZED, EVIDENCE-BASED EDUCATIONAL TRAININGS IN FALL PREVENTION, DIABETES PREVENTION AND MANAGEMENT, HEALTHY LIVING AND MEMORY TRAINING.
-
BENEFIT ENROLLMENT: THE CENTER HELPS TO IDENTIFY AND ENROLL ELIGIBLE SANTA MONICA SENIORS INTO VARIOUS PUBLIC BENEFITS PROGRAMS. THE STREAMLINED PROCESS ASSISTS THEM TO OBTAIN NEEDED PRESCRIPTION MEDICATIONS, MEDICAL CARE, FOOD AND UTILITIES SAVINGS.
-
THE CLUB (FORMERLY CALLED CLUB WISE): A MEMBERSHIP PROGRAM FOR OLDER ADULTS, AGE 50-PLUS ON THE WESTSIDE BALDWIN HILLS AND VIRTUALLY. LOCATED ON THE FIRST FLOOR OF THE KEN EDWARDS CENTER (9AM - 3PM WEEKDAYS) AND ON THE THIRD FLOOR IN MACY'S DEPARTMENT STORE IN THE CRENSHAW SHOPPING PLAZA (10AM-3PM WEEKDAYS), THE CLUB OFFERS RECREATIONAL AND ENRICHMENT PROGRAMMING. THE GOAL IS TO HELP RESIDENTS REDUCE SOCIAL ISOLATION AND ENGAGE IN SOCIAL ACTIVITIES THAT THEY HAVE AN INTEREST IN.
Expenses $930,751 · Revenue $1,319,692
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David BaileyDAVID BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Barbara BrowningBARBARA BROWNING
SECRETARY
- Total calculated
- $0
- Hours/week
- 30
-
Pattie CuenPATTIE CUEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ida Maria DanzeyIDA MARIA DANZEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tina M DoctorsTINA M DOCTORS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brent EastepBRENT EASTEP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Eve GelbEVE GELB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Renee White FraserRENEE WHITE FRASER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Janie Yuguchi GatesJANIE YUGUCHI GATES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ryan IwamotoRYAN IWAMOTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Justin JoeJUSTIN JOE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Scott KaiserSCOTT KAISER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laura MosquedaLAURA MOSQUEDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Daoshing NiDAOSHING NI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael RichMICHAEL RICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paul WeissPAUL WEISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathy FergenKATHY FERGEN
TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Paul KananPAUL KANAN
FIRST VICE CHAIR/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michelle L MeiselsMICHELLE L MEISELS
SECOND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Paul WatkinsPAUL WATKINS
CHAIR/DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kirk MoodyKIRK MOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Carmen SkinnerCARMEN SKINNER
DIRECTOR, OPERATIONS
- Total calculated
- $108,320
- From this org
- $105,685
- From related orgs
- $0
- Other
- $2,635
- Hours/week
- 40
-
Anat LouisANAT LOUIS
VICE PRESIDENT, CARE MANAGEMENT
- Total calculated
- $109,785
- From this org
- $108,956
- From related orgs
- $0
- Other
- $829
- Hours/week
- 40
-
Nikki DavisNIKKI DAVIS
VICE PRESIDENT, PROGRAM ADMINISTRATION
- Total calculated
- $139,644
- From this org
- $137,066
- From related orgs
- $0
- Other
- $2,578
- Hours/week
- 40
-
Kelli StauningKELLI STAUNING
DIRECTOR, COMMUNICATIONS & GRANT MANAGEMENT
- Total calculated
- $114,000
- From this org
- $107,861
- From related orgs
- $0
- Other
- $6,139
- Hours/week
- 40
-
Rachel TateRACHEL TATE
VICE PRESIDENT, OMBUDSMAN SERVICES
- Total calculated
- $115,385
- From this org
- $110,743
- From related orgs
- $0
- Other
- $4,642
- Hours/week
- 40
-
John WardJOHN WARD
DIRECTOR, HUMAN RESOURCES
- Total calculated
- $110,190
- From this org
- $109,810
- From related orgs
- $0
- Other
- $380
- Hours/week
- 40
-
Charles HardieCHARLES HARDIE
CFO
- Total calculated
- $180,070
- From this org
- $176,409
- From related orgs
- $0
- Other
- $3,661
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,409
- Bonus
- $0
- Other
- $0
- Deferred
- $3,531
- Nontaxable benefits
- $130
- Filer's total
- $180,070
-
Grace ChengGRACE CHENG
PRESIDENT & CEO/DIRECTOR UNTIL 6/2022
- Total calculated
- $177,027
- From this org
- $173,556
- From related orgs
- $0
- Other
- $3,471
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,325
- Bonus
- $0
- Other
- $3,231
- Deferred
- $3,471
- Nontaxable benefits
- $0
- Filer's total
- $177,027
-
Molly DaviesMOLLY DAVIES
PRESIDENT & CEO/DIRECTOR
- Total calculated
- $198,962
- From this org
- $185,425
- From related orgs
- $0
- Other
- $13,537
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,102
- Bonus
- $0
- Other
- $3,323
- Deferred
- $0
- Nontaxable benefits
- $13,537
- Filer's total
- $198,962
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
- 2022
- Filed
- 1 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431229349302083
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