2024-05-01T17:51:04-05:00 2023-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2022-07-01 952788014 WISE & HEALTHY AGING WISE 3103949871 1527 FOURTH ST 250 SANTA MONICA CA 90401 MOLLY DAVIES PRESIDENT & CEO 3103949871 2024-05-01 1 MOLLY DAVIES 999009999 0 LIOR TEMKIN P00748170 3104773924 2024-05-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOLLY DAVIES 1527 FOURTH ST 250 SANTA MONICA CA 90401 10614879 0 X WWW.WISEANDHEALTHYAGING.ORG X 1968 CA SOCIAL SERVICES - ELDERLY/SENIOR AND DISABLED ADULTS 18 17 116 125 0 0 7049555 6497851 784095 1068959 1170227 444449 0 0 9003877 8011259 0 0 0 0 5768891 6255784 0 0 0 2254319 2408292 8023210 8664076 980667 -652817 15184740 16043204 1197765 2055403 13986975 13987801 X 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. 0 0 4580322 3915082 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. 1054341 932402 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. 898702 767821 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"). 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. 930751 1319692 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. 930751 1319692 7464116 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 1 116 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHARLES HARDIE 3103949871 1527 4TH STREET 2ND FLOOR SANTA MONICA CA 90401 DAVID BAILEY DIRECTOR 2.00 X 0 0 0 BARBARA BROWNING SECRETARY 30.00 X 0 0 0 PATTIE CUEN DIRECTOR 2.00 X 0 0 0 IDA MARIA DANZEY DIRECTOR 2.00 X 0 0 0 TINA M DOCTORS DIRECTOR 2.00 X 0 0 0 BRENT EASTEP DIRECTOR 2.00 X 0 0 0 EVE GELB DIRECTOR 2.00 X 0 0 0 RENEE WHITE FRASER DIRECTOR 2.00 X 0 0 0 JANIE YUGUCHI GATES DIRECTOR 2.00 X 0 0 0 RYAN IWAMOTO DIRECTOR 2.00 X 0 0 0 JUSTIN JOE DIRECTOR 2.00 X 0 0 0 SCOTT KAISER DIRECTOR 2.00 X 0 0 0 LAURA MOSQUEDA DIRECTOR 2.00 X 0 0 0 DAOSHING NI DIRECTOR 2.00 X 0 0 0 MICHAEL RICH DIRECTOR 2.00 X 0 0 0 PAUL WEISS DIRECTOR 2.00 X 0 0 0 KATHY FERGEN TREASURER/DIRECTOR 3.00 X X 0 0 0 PAUL KANAN FIRST VICE CHAIR/DIRECTOR 2.00 X X 0 0 0 MICHELLE L MEISELS SECOND VICE CHAIR 2.00 X X 0 0 0 PAUL WATKINS CHAIR/DIRECTOR 3.00 X X 0 0 0 KIRK MOODY DIRECTOR 2.00 X 0 0 0 CARMEN SKINNER DIRECTOR, OPERATIONS 40.00 X 105685 0 2635 ANAT LOUIS VICE PRESIDENT, CARE MANAGEMENT 40.00 X X 108956 0 829 NIKKI DAVIS VICE PRESIDENT, PROGRAM ADMINISTRATION 40.00 X X 137066 0 2578 KELLI STAUNING DIRECTOR, COMMUNICATIONS & GRANT MANAGEMENT 40.00 X 107861 0 6139 RACHEL TATE VICE PRESIDENT, OMBUDSMAN SERVICES 40.00 X X 110743 0 4642 JOHN WARD DIRECTOR, HUMAN RESOURCES 40.00 X 109810 0 380 CHARLES HARDIE CFO 40.00 X 176409 0 3661 GRACE CHENG PRESIDENT & CEO/DIRECTOR UNTIL 6/2022 40.00 X 173556 0 3471 MOLLY DAVIES PRESIDENT & CEO/DIRECTOR 40.00 X 185425 0 13537 1215511 0 37872 9 0 1 0 PREMIER WORLD DISCOVERY 1650 SOUTH PACIFIC COAST HWY STE 20 REDONDO BEACH CA 90277 TRAVEL 143321 1 143914 5922229 431708 6497851 PROGRAM INCOME 900099 1068959 1068959 1068959 406855 406855 2639412 2601818 37594 37594 37594 1802 143914 1802 0 8011259 1068959 0 444449 1240275 1062030 178245 4285960 3670008 615952 44221 37866 6355 266927 228566 38361 418401 358271 60130 60940 60940 62974 60654 2320 64713 64713 720969 720969 32761 26148 6613 254903 207903 47000 110334 106270 4064 466137 436633 29504 64593 64424 169 34877 34877 27613 22933 4680 136095 122373 13722 TELEPHONE COST 194823 193373 1450 PRINTING & DUPLICATION 44992 41247 3745 BANK CHARGES 29448 23504 5944 EMPLOYEE DEVELOPMENT 11429 7520 3909 90691 73424 17267 8664076 7464116 1199960 0 720379 627908 933535 691908 81480 112823 156218 89192 969851 888484 108981 81367 13152598 13707678 31549 732328 15184740 16043204 880529 883470 117236 7631 200000 1164302 1197765 2055403 X 11417752 11416853 2569223 2570948 13986975 13987801 15184740 16043204 -652817 653643 0 X 0 1 X 1 1 1 X 4891544 5567351 6826696 7049555 6497851 30832997 967639 1032152 748334 962199 1467953 5178277 5859183 6599503 7575030 8011754 7965804 36011274 36011274 322893 388848 328527 653162 406855 2100285 38111559 4910507 0.94490 0.94020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2199807 186002 32000 2353809 2455021 -223214 32000 2199807 2086074 400947 32000 2455021 2023994 94080 32000 2086074 2202405 160888 339299 2023994 1.00000 0 0 592563 515681 76882 377288 372803 4485 81367 LINE OF CREDIT 450000 CURRENT FINANCING LEASE OBLIGATIONS 13321 CURRENT OPERATING LEASE OBLIGATIONS 211366 NONCURRENT FINANCING LEASE OBLIGATIONS 50120 NONCURRENT OPERATING LEASE OBLIGATIONS 439495 1164302 X 10587714 653643 1987525 2641168 7946546 64713 64713 8011259 10586888 1987525 1987525 8599363 64713 64713 8664076 PART V, LINE 4: AT THE CURRENT TIME THE ORGANIZATION INTENDS TO KEEP THE FUNDS FOR INVESTMENT PURPOSES. PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MID-YEAR DIRECT MAIL 27142 25340 1802 1802 YEAR-END DIRECT MAIL 118574 118574 145716 143914 1802 1802 1802 0 X X X 0 0 0 0 0 0 0 0 0 MOLLY DAVIES PRESIDENT & CEO/DIRECTOR 182102 0 0 0 3323 0 0 0 13537 0 198962 0 0 0 CHARLES HARDIE CFO 176409 0 0 0 0 0 3531 0 130 0 180070 0 0 0 GRACE CHENG PRESIDENT & CEO/DIRECTOR UNTIL 6/202 170325 0 0 0 3231 0 3471 0 0 0 177027 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CFO AND CEO. ONCE APPROVED, THE RETURN WAS PRESENTED TO THE BOARD PRIOR TO BEING ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C WISE & HEALTHY AGING CONFLICT OF INTEREST POLICY IS REVIEWED AND EXPLAINED TO EMPLOYEES AT TIME OF NEW HIRE. WHEN THERE ARE DISCLOSURES BEYOND THE FORM INITIALLY SIGNED, EMPLOYEES THEN SIGN AN UPDATED CONFLICT OF INTEREST AGREEMENT AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. CONFLICT OF INTEREST QUESTIONNAIRES ARE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT AND FILED IN EACH EMPLOYEE'S PERSONNEL FILE. EMPLOYMENT IS CONTINGENT ON THE FULL DISCLOSURE OF ANY APPAREANCE OR DIRECT CONFLICTS OF INTEREST. ANY CONCERNS OF CONFLICTS OF INTEREST ARE ADDRESSED BY THE HUMAN RESOURCES DEPARTMENT AND THE PRESIDENT & CEO. THE BOARD DIRECTORS ALSO UNDERGO A SIMILAR PROCESS IN WHICH THEY SIGN A CONFLICT OF INTEREST AGREEMENT AND SUBMIT AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS AND SALARY-ANALYSIS TOOLS THAT CONSIDER YEARS OF EXPERIENCE AND CURRENT JOB-MARKET TRENDS ARE USED TO DETERMINE THE RANGE OF COMPENSATION. THIS INFORMATION IS UTILIZED BY THE EXECUTIVE MANAGEMENT IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 WISE & HEALTHY AGING MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST. THE INFORMATIONAL RETURNS ARE ALSO MADE AVAILABLE TO THE PUBLIC THROUGH WWW.GUIDESTAR.ORG, A PUBLIC WEBSITE.