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WISE & HEALTHY AGING

EIN 95-2788014 SANTA MONICA, CA

Revenue 2024
$10,104,175
Expenses 2024
$9,759,099

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E99
Classification
1000
Street
1527 4TH STREET 2ND FLOOR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

THE ORGANIZATION IS A MULTI-SERVICE, 501C(3) NOT-FOR-PROFIT, SOCIAL SERVICES ORGANIZATION SERVING SENIORS THROUGHOUT LOS ANGELES AND SAN BERNARDIO COUNTIES, WITH EMPHASIS ON LOW-INCOME AND/OR UNDERSERVED INDIVIDUALS. THE ORGANIZATION OFFERS VITALS SUPPORT

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 AND HEALTHY AGING ADMINSTERS THE SECOND LARGEST OMBUDSMAN PROGRAM IN THE NATION. THE ADVOCACY -FOCUSED PROGRAM IS DESIGNED TO HELP PROTECT AND ENSURE QUALITY OF CARE AND DISABLED ADULTS AND SENIORS LIVING IN LONG-TERM CARE FACILITIES THROUGHOUT THE GREATER LOS ANGELES AND SAN BERNARDINO COUNTIES. SERVICES INCLUDE COMPLIANT INVESTIGATION, FACITITY STAFF AND WITNESSING ADVANCE DIRECTIVES IN SKILLED NURSING FACILITIES.

    Expenses $4,049,228 · Revenue $4,058,667

  • 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 LONG- TERM MONITORING).SENIOR PEER COUNSELING: INDIVIDUAL AND GROUP COUNSELING FOR OLDER ADULTS WHO ARE DEALING WITH COMMON 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 $1,826,890 · Revenue $1,786,779

  • ADULT DAY CENTER (ADC): A "SOCIAL" (NOT HEALTH) MODEL, PROVIDING ADULT DAY CARE DURING WEEKDAYS. THE ADC GIVES FAMILY CAREGIVERS NEEDED RESPITE, WITH AN 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 SPANISHLANGUAGE ADULT DAY CARE PROGRAM CALLED SOMOS AMIGOS ("WE ARE FRIENDS").

    Expenses $685,854 · Revenue $781,494

  • 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 INCUDE: CASE MANAGEMENT, THERAPY, LEGAL SYSTEM, ADVOCACY, AND SAFETY PLANNING.APS CENTER OF EXCELLENCE CONDUCTS WEEKLY MULTIDISCIPLINARY MEETINGS TO CONSULT AND TAKE ACTION ON THE MOST EGREGIOUS ELDER ABUSE CASES BROUGHT BY LAW ENFORCEMENT, ADULT PROTECTIVE SERVICES AND THE OMBUDSMAN.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).FINANCIAL & HEALTH INSURANCE COUNSELING: WEEKLY MEDICARE INSURANCE COUNSELING (VIA HICAP), AND AN AARP TAX-AID PROGRAM TO HELP WITH INCOME TAX PREPARATION DURING TAX SEASON.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: A MEMBERSHIP PROGRAM FOR OLDER ADULTS , AGE 50-PLUS ON THE WESTSIDE AND VIRTUALLY. LOCATED ON THE FIRST FLOOR OF THE KEN EDWARDS CENTER (WEEKDAYS), THE CLUB OFFERS RECREATIONAL AND ENRICHMENT PROGRAMMING. THE GOAL IS TO HELP RESIDENTS REDUCE SOCIAL ISOLATION AND ENGAGE IN SOCIAL ACTIVITIES, EXERCISE CLASSES AND OTHER LIFE-LONG LEARNING OPPORTUNITIES.

    Expenses $1,783,424 · Revenue $1,741,561

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • MOLLY DAVIES

    PRESIDENT & CEO

    Total calculated
    $273,543
    From this org
    $248,216
    From related orgs
    $0
    Other
    $25,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,016
    Bonus
    $0
    Other
    $7,200
    Deferred
    $4,530
    Nontaxable benefits
    $20,797
    Filer's total
    $273,543
  • RENEE WHITE FRASER

    DIRECTOR CHAIR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    2
  • PAUL KANAN

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • JANIE YUGUCHI GATES

    DIR. (UNTIL 12/24) SEC. (FROM 1/25)

    Total calculated
    $0
    Hours/week
    2
  • KIRK MOODY

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • EVE GELB

    DIR. UNTIL 12/24 CHAIR FROM 1/25

    Total calculated
    $0
    Hours/week
    2
  • SANGEETA AHLUWALIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • K DAVID BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • TINA M DOCTORS

    DIRECTOR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    2
  • BRENT J EASTEP

    DIRECTOR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    2
  • ANTHONY HOU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • RYAN IWAMOTO

    DIRECTOR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    2
  • JUSTIN JOE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • SCOTT KAISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • DAOSHING NI - DIR UNTIL 1224

    2ND VICE CHAIR FROM 1/25

    Total calculated
    $0
    Hours/week
    2
  • MICHELLE MEISELS

    DIRECTOR(UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    2
  • KATHY FERGEN

    DIRECTOR(FROM 1/2025)

    Total calculated
    $0
    Hours/week
    2
  • DOREEN KLEE

    DIRECTOR(FROM 1/2025)

    Total calculated
    $0
    Hours/week
    2
  • LAURA MOSQUEDA

    DIRECTOR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    2
  • BARBARA BROWNING

    DIRECTOR (UNTIL 12/2024)

    Total calculated
    $0
    Hours/week
    32
  • CHARLES HARDIE

    CFO

    Total calculated
    $194,050
    From this org
    $190,245
    From related orgs
    $0
    Other
    $3,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,245
    Bonus
    $0
    Other
    $0
    Deferred
    $3,675
    Nontaxable benefits
    $130
    Filer's total
    $194,050
  • RACHEL TATE

    VICE PRESIDENT, OMBUDSMAN SERVICES

    Total calculated
    $170,419
    From this org
    $163,289
    From related orgs
    $0
    Other
    $7,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,289
    Bonus
    $0
    Other
    $0
    Deferred
    $2,885
    Nontaxable benefits
    $4,245
    Filer's total
    $170,419
  • ANAT LOUIS

    VICE PRESIDENT, CARE MANAGEMENT

    Total calculated
    $145,417
    From this org
    $139,376
    From related orgs
    $0
    Other
    $6,041
    Hours/week
    40
  • NIKKI DAVIS

    VICE PRESIDENT, PROGRAM ADMINISTRATION

    Total calculated
    $138,289
    From this org
    $132,342
    From related orgs
    $0
    Other
    $5,947
    Hours/week
    40
  • KELLI STAUNING

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $126,045
    From this org
    $119,252
    From related orgs
    $0
    Other
    $6,793
    Hours/week
    40

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $10,104,175
    Expenses
    $9,759,099
    Contributions
    $7,658,143
    Grants paid
    $0
  • 2023
    Revenue
    $8,691,329
    Expenses
    $8,929,893
    Contributions
    $6,788,355
    Grants paid
    $0
  • 2022
    Revenue
    $8,011,259
    Expenses
    $8,664,076
    Contributions
    $6,497,851
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $9,003,877
    Expenses
    $8,023,210
    Assets (EOY)
    $15,184,740
  • 2020 · 990

    Revenue
    $9,360,563
    Expenses
    $7,576,585
    Assets (EOY)
    $17,748,628
  • 2019 · 990

    Revenue
    $7,362,621
    Expenses
    $7,774,822
    Assets (EOY)
    $14,896,910
  • 2018 · 990

    Revenue
    $6,769,207
    Expenses
    $7,408,165
    Assets (EOY)
    $14,334,663
  • 2017 · 990

    Revenue
    $8,027,608
    Expenses
    $7,148,442
    Assets (EOY)
    $14,256,860
  • 2016 · 990

    Revenue
    $7,220,578
    Expenses
    $6,992,885
    Assets (EOY)
    $13,905,879
  • 2015 · 990

    Revenue
    $6,348,299
    Expenses
    $6,812,593
    Assets (EOY)
    $13,566,570
  • 2014 · 990

    Revenue
    $5,718,378
    Expenses
    $5,648,206
    Assets (EOY)
    $13,860,982
  • 2013 · 990

    Revenue
    $5,481,238
    Expenses
    $5,359,023
    Assets (EOY)
    $13,969,231
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $5,559,493
    Assets (EOY)
    $12,775,721

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.