2025-05-13T17:18:41-05:00 2024-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2023-07-01 952788014 WISE & HEALTHY AGING WISE 3103949871 1527 FOURTH ST 250 SANTA MONICA CA 90401 MOLLY DAVIES PRESIDENT & CEO 3103949871 2025-05-13 1 1 LIOR TEMKIN P00748170 3104773924 2025-05-13 2023 2025-03-06 01:10:19Z MOLLY DAVIES 1527 FOURTH ST 250 SANTA MONICA CA 90401 13979517 0 X WWW.WISEANDHEALTHYAGING.ORG X 1968 CA SOCIAL SERVICES - ELDERLY/SENIOR AND DISABLED ADULTS 18 17 103 121 0 0 6497851 6788355 1068959 986368 444449 916606 0 0 8011259 8691329 0 0 0 0 6255784 6339216 0 0 0 2408292 2590677 8664076 8929893 -652817 -238564 16043204 16865106 2055403 1989283 13987801 14875823 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 4550228 3857728 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. 1410242 1336836 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. 869725 739721 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. 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. 791818 1563771 THE CLUB: 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 (WEEKDAYS) AND IN THE COMMUNITY ROOM IN THE CRENSHAW SHOPPING PLAZA, 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. 791818 1563771 7622013 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 1 0 0 0 0 0 0 0 0 0 0 0 1 74 0 1 103 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 MOLLY DAVIES DIRECTOR/PRESIDENT & CEO 40.00 X X 214211 0 23121 PAUL WATKINS DIRECTOR/CHAIR (UNTIL 12/2023) 2.00 X X 0 0 0 RENEE WHITE FRASER DIRECTOR/CHAIR (FROM 1/2024) 2.00 X X 0 0 0 PAUL KANAN DIR./1ST VICE CHAIR (UNTIL 12/2023) 2.00 X X 0 0 0 KIRK MOODY DIR./1ST VICE CHAIR (FROM 1/2024) 2.00 X X 0 0 0 MICHELLE L MEISELS DIR./2ND VICE CHAIR (UNTIL 12/2023) 2.00 X X 0 0 0 EVE GELB DIR./2ND VICE CHAIR (FROM 1/2024) 2.00 X X 0 0 0 KATHY FERGEN DIRECTOR/TREASURER (UNTIL 12/2023) 2.00 X X 0 0 0 PAUL KANAN DIRECTOR/TREASURER (FROM 1/2024) 2.00 X X 0 0 0 BARBARA BROWNING DIRECTOR/SECRETARY 32.00 X X 0 0 0 SANGEETA AHLUWALIA DIRECTOR (FROM 1/2024) 2.00 X 0 0 0 K DAVID BAILEY 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 RENEE WHITE FRASER DIRECTOR (UNTIL 12/2023) 2.00 X 0 0 0 JANIE YUGUCHI GATES DIRECTOR (FROM 1/2024) 2.00 X 0 0 0 ANTHONY HOU DIRECTOR (FROM 1/2024) 2.00 X 0 0 0 RYAN IWAMOTO DIRECTOR (FROM 1/2024) 2.00 X 0 0 0 JUSTIN JOE DIRECTOR 2.00 X 0 0 0 SCOTT KAISER DIRECTOR 2.00 X 0 0 0 MICHELLE L MEISELS DIRECTOR (FROM 1/2024) 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 (UNTIL 12/2023) 2.00 X 0 0 0 PAUL WEISS DIRECTOR (UNTIL 12/2023) 2.00 X 0 0 0 CHARLES HARDIE CFO 40.00 X 192418 0 3730 ANAT LOUIS VICE PRESIDENT, CARE MANAGEMENT 40.00 X 124792 0 4035 NIKKI DAVIS VICE PRESIDENT, PROGRAM ADMIN. 40.00 X 132320 0 5381 KELLI STAUNING DIRECTOR, COMMUNICATIONS & GRANT MGMT 40.00 X 116372 0 6028 RACHEL TATE VICE PRESIDENT, OMBUDSMAN SERVICES 40.00 X 131887 0 6402 JOHN WARD DIRECTOR, HUMAN RESOURCES 40.00 X 108945 0 3091 1020945 0 51788 7 0 1 0 PREMIER WORLD DISCOVERY 1650 SOUTH PACIFIC COAST HWY STE 20 REDONDO BEACH CA 90277 TRAVEL 132636 1 68188 6370562 349605 6788355 PROGRAM INCOME 900099 986368 986368 986368 361803 361803 5829678 10200 5281355 3720 548323 6480 554803 554803 3113 68188 3113 0 8691329 986368 0 916606 453447 381245 72202 5104710 4291889 812821 67654 56881 10773 283088 238012 45076 430317 361798 68519 3040 3040 66806 62253 4553 66169 66169 835857 781724 54133 25502 19599 5903 238798 219436 19362 110170 102662 7508 478106 472863 5243 64337 61951 2386 48106 48106 25705 21133 4572 152791 142133 10658 TELEPHONE COST 196802 194003 2799 PRINTING & DUPLICATION 39480 39415 65 EMPLOYEE DEVELOPMENT 33941 16848 17093 BANK CHARGES 33311 25600 7711 171756 132568 39188 8929893 7622013 1307880 0 627908 326455 691908 955399 112823 98392 89192 164918 963751 911808 81367 51943 13707678 14764125 732328 503874 16043204 16865106 883470 980146 7631 68847 1164302 940290 2055403 1989283 X 11416853 11945201 2570948 2930622 13987801 14875823 16043204 16865106 -238564 1126586 0 X 0 1 X 1 1 1 X 5567351 6826696 7049555 6497851 6788355 32729808 1032152 748334 962199 1467953 1312702 5523340 6599503 7575030 8011754 7965804 8101057 38253148 38253148 388848 328527 653162 406855 361803 2139195 40392343 4505388 0.94700 0.94490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2353809 370308 48000 2676117 2199807 186002 32000 2353809 2455021 -223214 32000 2199807 2086074 400947 32000 2455021 2023994 94080 32000 2086074 1.00000 0 0 592563 540620 51943 371188 371188 0 51943 LINE OF CREDIT 450000 CURRENT FINANCING LEASE OBLIGATIONS 13015 CURRENT OPERATING LEASE OBLIGATIONS 212974 NONCURRENT FINANCING LEASE OBLIGATIONS 37779 NONCURRENT OPERATING LEASE OBLIGATIONS 226522 940290 X 11652668 1126586 1900922 3027508 8625160 66169 66169 8691329 10764646 1900922 1900922 8863724 66169 66169 8929893 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, 2024 AND 2023, 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 20548 19233 1315 1315 YEAR-END DIRECT MAIL 50753 48955 1798 1798 71301 68188 3113 3113 3113 0 X X X 0 0 0 0 0 0 0 0 0 MOLLY DAVIES DIRECTOR/PRESIDENT & CEO 207011 0 0 0 7200 0 4402 0 18719 0 237332 0 0 0 CHARLES HARDIE CFO 192418 0 0 0 0 0 3600 0 130 0 196148 0 0 0 LAURA MOSQUEDA DIRECTOR 263468 THE ORGANIZATION HAS SUBCONTRACTED WITH KECK MEDICINE OF USC TO PROVIDE CLINICAL SERVICES TO SUPPORT THE ADULT PROTECTIVE SERVICES (APS) CENTER OF EXCELLENCE IN THE AMOUNT OF $263,468 DURING THE FISCAL YEAR-END 06/30/24. LAURA MOSQUEDA, BOARD MEMBER OF THE ORGANIZATION, IS A PRACTITIONER AT KECK MEDICINE OF USC. 0 RYAN IWAMOTO DIRECTOR 12106 24HR HOME CARE LLC PROVIDED HOME CARE SERVICES TO THE ORGANIZATION IN THE AMOUNT OF $12,106 DURING THE FISCAL YEAR-END 06/30/24. RYAN IWAMOTO, BOARD MEMBER OF THE ORGANIZATION, IS PRESIDENT OF TPC WEST (FOR TEAM SERVICES GROUP) WHICH OWNS 100% OF 24HR HOME CARE. 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 A 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.