Nonprofit · EIN 95-2788014
WISE & HEALTHY AGING
Tax-exempt · SANTA MONICA, CA 90401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,104,175 | $9,759,099 | $345,076 | $16,846,893 | $1,446,847 | $15,400,046 |
| June 30, 2024 | 990 | $8,691,329 | $8,929,893 | -$238,564 | $16,865,106 | $1,989,283 | $14,875,823 |
| June 30, 2023 | 990 | $8,011,259 | $8,664,076 | -$652,817 | $16,043,204 | $2,055,403 | $13,987,801 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,658,143
- of which government grants
- $7,165,179
- Program service revenue
- $1,112,333
- Investment income
- $1,333,699
- Net gain from sales of assets
- $695,656
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $431,260
- Other salaries and wages
- $5,442,768
- Salaries, compensation and benefits (total)
- $6,815,287
- Professional fundraising fees
- $0
- Legal fees
- $3,095
- Accounting fees
- $81,476
- Occupancy
- $548,501
- Travel
- $81,655
- Depreciation
- $32,649
- Program services (functional)
- $8,345,396
- Management and general (functional)
- $1,413,703
Balance sheet and other
- Total assets, start of year
- $16,865,106
- Total assets, end of year
- $16,846,893
- Total liabilities, end of year
- $1,446,847
- Net assets, end of year
- $15,400,046
- Land, buildings and equipment
- $32,614
- Publicly traded securities
- $14,868,935
- Net assets without donor restrictions
- $12,062,044
- Net assets with donor restrictions
- $3,338,002
- Gross receipts
- $13,188,131
- Employees
- 100
- Volunteers
- 112
- Year formed
- 1968
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MOLLY DAVIES | PRESIDENT & CEO Trustee or director, Officer | 40 | $248,216 | $25,327 |
| CHARLES HARDIE | CFO Officer | 40 | $190,245 | $3,805 |
| RACHEL TATE | VICE PRESIDENT, OMBUDSMAN SERVICES Highest-paid employee | 40 | $163,289 | $7,130 |
| ANAT LOUIS | VICE PRESIDENT, CARE MANAGEMENT Highest-paid employee | 40 | $139,376 | $6,041 |
| NIKKI DAVIS | VICE PRESIDENT, PROGRAM ADMINISTRATION Highest-paid employee | 40 | $132,342 | $5,947 |
| KELLI STAUNING | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $119,252 | $6,793 |
| JOHN WARD | DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $108,371 | $3,206 |
| RENEE WHITE FRASER | DIRECTOR CHAIR (UNTIL 12/2024) Trustee or director, Officer | 2 | $0 | $0 |
| PAUL KANAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JANIE YUGUCHI GATES | DIR. (UNTIL 12/24) SEC. (FROM 1/25) Trustee or director, Officer | 2 | $0 | $0 |
| KIRK MOODY | FIRST VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| EVE GELB | DIR. UNTIL 12/24 CHAIR FROM 1/25 Trustee or director, Officer | 2 | $0 | $0 |
| SANGEETA AHLUWALIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| K DAVID BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TINA M DOCTORS | DIRECTOR (UNTIL 12/2024) Trustee or director | 2 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENT J EASTEP | DIRECTOR (UNTIL 12/2024) Trustee or director | 2 | $0 |
| ANTHONY HOU | DIRECTOR Trustee or director | 2 | $0 |
| RYAN IWAMOTO | DIRECTOR (UNTIL 12/2024) Trustee or director | 2 | $0 |
| JUSTIN JOE | DIRECTOR Trustee or director | 2 | $0 |
| SCOTT KAISER | DIRECTOR Trustee or director | 2 | $0 |
| DAOSHING NI - DIR UNTIL 1224 | 2ND VICE CHAIR FROM 1/25 Trustee or director | 2 | $0 |
| MICHELLE MEISELS | DIRECTOR(UNTIL 12/2024) Trustee or director | 2 | $0 |
| KATHY FERGEN | DIRECTOR(FROM 1/2025) Trustee or director | 2 | $0 |
| DOREEN KLEE | DIRECTOR(FROM 1/2025) Trustee or director | 2 | $0 |
| LAURA MOSQUEDA | DIRECTOR (UNTIL 12/2024) Trustee or director | 2 | $0 |
| BARBARA BROWNING | DIRECTOR (UNTIL 12/2024) Trustee or director | 32 | $0 |
990 for the year ended June 30, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MOLLY DAVIES | DIRECTOR/PRESIDENT & CEO Trustee or director, Officer | 40 | $214,211 | $23,121 |
| CHARLES HARDIE | CFO Officer | 40 | $192,418 | $3,730 |
| RACHEL TATE | VICE PRESIDENT, OMBUDSMAN SERVICES Highest-paid employee | 40 | $131,887 | $6,402 |
| NIKKI DAVIS | VICE PRESIDENT, PROGRAM ADMIN. Highest-paid employee | 40 | $132,320 | $5,381 |
| ANAT LOUIS | VICE PRESIDENT, CARE MANAGEMENT Highest-paid employee | 40 | $124,792 | $4,035 |
| KELLI STAUNING | DIRECTOR, COMMUNICATIONS & GRANT MGMT Highest-paid employee | 40 | $116,372 | $6,028 |
| JOHN WARD | DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $108,945 | $3,091 |
| PAUL WATKINS | DIRECTOR/CHAIR (UNTIL 12/2023) Trustee or director, Officer | 2 | $0 | $0 |
| RENEE WHITE FRASER | DIRECTOR/CHAIR (FROM 1/2024) Trustee or director, Officer | 2 | $0 | $0 |
| PAUL KANAN | DIR./1ST VICE CHAIR (UNTIL 12/2023) Trustee or director, Officer | 2 | $0 | $0 |
| KIRK MOODY | DIR./1ST VICE CHAIR (FROM 1/2024) Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE L MEISELS | DIR./2ND VICE CHAIR (UNTIL 12/2023) Trustee or director, Officer | 2 | $0 | $0 |
| EVE GELB | DIR./2ND VICE CHAIR (FROM 1/2024) Trustee or director, Officer | 2 | $0 | $0 |
| KATHY FERGEN | DIRECTOR/TREASURER (UNTIL 12/2023) Trustee or director, Officer | 2 | $0 | $0 |
| PAUL KANAN | DIRECTOR/TREASURER (FROM 1/2024) Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA BROWNING | DIRECTOR/SECRETARY Trustee or director, Officer | 32 | $0 | $0 |
| SANGEETA AHLUWALIA | DIRECTOR (FROM 1/2024) Trustee or director | 2 | $0 | $0 |
| K DAVID BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TINA M DOCTORS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRENT EASTEP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RENEE WHITE FRASER | DIRECTOR (UNTIL 12/2023) Trustee or director | 2 | $0 | $0 |
| JANIE YUGUCHI GATES | DIRECTOR (FROM 1/2024) Trustee or director | 2 | $0 | $0 |
| ANTHONY HOU | DIRECTOR (FROM 1/2024) Trustee or director | 2 | $0 | $0 |
| RYAN IWAMOTO | DIRECTOR (FROM 1/2024) Trustee or director | 2 | $0 | $0 |
| JUSTIN JOE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SCOTT KAISER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE L MEISELS | DIRECTOR (FROM 1/2024) Trustee or director | 2 | $0 | $0 |
| LAURA MOSQUEDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAOSHING NI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL RICH | DIRECTOR (UNTIL 12/2023) Trustee or director | 2 | $0 | $0 |
| PAUL WEISS | DIRECTOR (UNTIL 12/2023) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MOLLY DAVIES | PRESIDENT & CEO/DIRECTOR Key employee | 40 | $185,425 | $13,537 |
| CHARLES HARDIE | CFO Officer | 40 | $176,409 | $3,661 |
| GRACE CHENG | PRESIDENT & CEO/DIRECTOR UNTIL 6/2022 Key employee | 40 | $173,556 | $3,471 |
| NIKKI DAVIS | VICE PRESIDENT, PROGRAM ADMINISTRATION Trustee or director, Officer | 40 | $137,066 | $2,578 |
| RACHEL TATE | VICE PRESIDENT, OMBUDSMAN SERVICES Trustee or director, Officer | 40 | $110,743 | $4,642 |
| KELLI STAUNING | DIRECTOR, COMMUNICATIONS & GRANT MANAGEMENT Trustee or director | 40 | $107,861 | $6,139 |
| JOHN WARD | DIRECTOR, HUMAN RESOURCES Trustee or director | 40 | $109,810 | $380 |
| ANAT LOUIS | VICE PRESIDENT, CARE MANAGEMENT Trustee or director, Officer | 40 | $108,956 | $829 |
| CARMEN SKINNER | DIRECTOR, OPERATIONS Trustee or director | 40 | $105,685 | $2,635 |
| DAVID BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARBARA BROWNING | SECRETARY Trustee or director | 30 | $0 | $0 |
| PATTIE CUEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IDA MARIA DANZEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TINA M DOCTORS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRENT EASTEP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EVE GELB | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RENEE WHITE FRASER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JANIE YUGUCHI GATES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RYAN IWAMOTO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUSTIN JOE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SCOTT KAISER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA MOSQUEDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAOSHING NI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL RICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL WEISS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHY FERGEN | TREASURER/DIRECTOR Trustee or director, Officer | 3 | $0 | $0 |
| PAUL KANAN | FIRST VICE CHAIR/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE L MEISELS | SECOND VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL WATKINS | CHAIR/DIRECTOR Trustee or director, Officer | 3 | $0 | $0 |
| KIRK MOODY | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1527 4TH STREET 2ND FLOOR, SANTA MONICA, CA 90401-2332
- Principal officer (990 for 2024)
- MOLLY DAVIES, 1527 FOURTH STREET 250, SANTA MONICA, CA 90401
- Signed the 990
- MOLLY DAVIES, PRESIDENT & CEO
- Phone
- (310) 394-9871
- Website
- WWW.WISEANDHEALTHYAGING.ORG
- Return prepared by
- PDM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2788014 or by the name WISE & HEALTHY AGING.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2788014
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $16,846,893
- Income (IRS master file)
- $13,188,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,104,175 | $9,759,099 | $16,846,893 | IRS |
| 990 | June 2024 | $8,691,329 | $8,929,893 | $16,865,106 | IRS |
| 990 | June 2023 | $8,011,259 | $8,664,076 | $16,043,204 | XML |
| 990 | June 2022 | $9,003,877 | $8,023,210 | $15,184,740 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-2788014).
Questions about WISE & HEALTHY AGING
- What is the EIN of WISE & HEALTHY AGING?
- The employer identification number (EIN) of WISE & HEALTHY AGING is 95-2788014.
- Is WISE & HEALTHY AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to WISE & HEALTHY AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WISE & HEALTHY AGING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISE & HEALTHY AGING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISE & HEALTHY AGING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WISE & HEALTHY AGING?
- The 990 for the year ended June 30, 2025 names MOLLY DAVIES.
- Who are the officers and directors of WISE & HEALTHY AGING?
- The 990 for the year ended June 30, 2025 lists 26 people; 7 received compensation from the organization, the highest $248,216 (MOLLY DAVIES, PRESIDENT & CEO).
- How much revenue does WISE & HEALTHY AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,104,175, expenses of $9,759,099 and total assets of $16,846,893 at year end.
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