2026-05-14T18:02:26-05:00 2025-06-30 330783700 PDM LLP 3460 TORRANCE BLVD STE 200 TORRANCE CA 90503 990 2024-07-01 952788014 WISE AND HEALTHY AGING WISE 3103949871 1527 FOURTH STREET 250 SANTA MONICA CA 90401 MOLLY DAVIES PRESIDENT & CEO 3103949871 2026-05-14 1 1 PRESTON GEGENFURTNER CPA P01347982 3105404118 2024 2025-03-06 01:10:19Z MOLLY DAVIES 1527 FOURTH STREET 250 SANTA MONICA CA 90401 13188131 0 X WWW.WISEANDHEALTHYAGING.ORG X 1968 CA SOCIAL SERVICES - ELDERLY/SENIOR AND DISABLED ADULTS 20 19 100 112 0 0 6788355 7658143 986368 1112333 916606 1333699 0 0 8691329 10104175 0 0 0 0 6339216 6815287 0 0 0 2590677 2943812 8929893 9759099 -238564 345076 16865106 16846893 1989283 1446847 14875823 15400046 X 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 0 0 4049228 4058667 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. 1826890 1786779 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. 685854 781494 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"). 1783424 1741561 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. 1783424 1741561 8345396 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 67 0 1 100 1 0 0 0 0 0 0 0 0 0 0 X 20 19 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 FOURTH ST SANTA MONICA CA 90401 MOLLY DAVIES PRESIDENT & CEO 40.00 X X 248216 0 25327 RENEE WHITE FRASER DIRECTOR CHAIR (UNTIL 12/2024) 2.00 X X 0 0 0 PAUL KANAN TREASURER 2.00 X X 0 0 0 JANIE YUGUCHI GATES DIR. (UNTIL 12/24) SEC. (FROM 1/25) 2.00 X X 0 0 0 KIRK MOODY FIRST VICE CHAIR 2.00 X X 0 0 0 EVE GELB DIR. UNTIL 12/24 CHAIR FROM 1/25 2.00 X X 0 0 0 SANGEETA AHLUWALIA DIRECTOR 2.00 X 0 0 0 K DAVID BAILEY DIRECTOR 2.00 X 0 0 0 TINA M DOCTORS DIRECTOR (UNTIL 12/2024) 2.00 X 0 0 0 BRENT J EASTEP DIRECTOR (UNTIL 12/2024) 2.00 X 0 0 0 ANTHONY HOU DIRECTOR 2.00 X 0 0 0 RYAN IWAMOTO DIRECTOR (UNTIL 12/2024) 2.00 X 0 0 0 JUSTIN JOE DIRECTOR 2.00 X 0 0 0 SCOTT KAISER DIRECTOR 2.00 X 0 0 0 DAOSHING NI - DIR UNTIL 1224 2ND VICE CHAIR FROM 1/25 2.00 X 0 0 0 MICHELLE MEISELS DIRECTOR(UNTIL 12/2024) 2.00 X 0 0 0 KATHY FERGEN DIRECTOR(FROM 1/2025) 2.00 X 0 0 0 DOREEN KLEE DIRECTOR(FROM 1/2025) 2.00 X 0 0 0 LAURA MOSQUEDA DIRECTOR (UNTIL 12/2024) 2.00 X 0 0 0 BARBARA BROWNING DIRECTOR (UNTIL 12/2024) 32.00 X 0 0 0 CHARLES HARDIE CFO 40.00 X 190245 0 3805 RACHEL TATE VICE PRESIDENT, OMBUDSMAN SERVICES 40.00 X 163289 0 7130 ANAT LOUIS VICE PRESIDENT, CARE MANAGEMENT 40.00 X 139376 0 6041 NIKKI DAVIS VICE PRESIDENT, PROGRAM ADMINISTRATION 40.00 X 132342 0 5947 KELLI STAUNING DIRECTOR OF COMMUNICATIONS 40.00 X 119252 0 6793 JOHN WARD DIRECTOR, HUMAN RESOURCES 40.00 X 108371 0 3206 1101091 0 58249 11 0 1 0 PREMIER WORLD DISCOVERY 1650 SOUTH PACIFIC COAST HWY SUITE REDONDO BEACH CA 90277 TRAVEL 178983 1 43943 7165179 449021 7658143 PROGRAM INCOME 900099 1112333 1112333 1112333 638043 638043 3777045 3081389 695656 695656 695656 2567 43943 2567 0 10104175 1112333 0 1333699 X 431260 353750 77510 5442768 4464540 978228 71883 68685 3198 423615 404766 18849 445761 425927 19834 3095 3095 81476 75630 5846 68721 68721 1156359 1076266 80093 80983 63852 17131 195525 174638 20887 548501 538946 9555 81655 79730 1925 27127 27127 32649 26842 5807 95740 93961 1779 OTHER 272667 214986 57681 TELEPHONE 223948 222112 1836 PRINTING 38965 38965 EMPLOYEE DEVELOPMENT 30034 16122 13912 6367 5678 689 9759099 8345396 1413703 0 326455 507799 955399 922157 98392 67269 164918 148119 963751 931137 51943 32614 14764125 14868935 503874 300000 16865106 16846893 980146 714216 68847 105186 940290 627445 1989283 1446847 X 11945201 12062044 2930622 3338002 14875823 15400046 16865106 16846893 345076 179146 0 X X 0 1 X 1 1 1 X 6826696 7049555 6497851 6788355 7658143 34820600 748334 962199 1467953 1312702 1399199 5890387 7575030 8011754 7965804 8101057 9057342 40710987 40710987 328527 653162 406855 361803 638043 2388390 43099377 4493488 0.94460 0.94700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2676117 290329 48000 2918446 2353809 370308 48000 2676117 2199807 186002 32000 2353809 2455021 -223214 32000 2199807 2086074 400947 32000 2455021 1.00000 0 0 592563 559949 32614 371188 371188 0 32614 LINE OF CREDIT 350000 OPERATING LEASE LIABILITIES 239667 FINANCE LEASE LIABILITIES 37778 627445 X 12297079 179146 2082479 2261625 10035454 68721 68721 10104175 11772856 2082479 2082479 9690377 68721 68721 9759098 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 A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THE CORRESPONDING PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT, HOWEVER, TO FEDERAL AND CALIFORNIA INCOME TAXES ON UNRELATED BUSINESS INCOME AS STIPULATED IN THE CODE. THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED IN AN AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. MID-YEAR DIRECT MAIL 7965 7405 560 560 YEAR-END DIRECT MAIL 38545 36538 2007 2007 46510 43943 2567 2567 2567 0 X X X 0 0 0 0 0 0 0 0 0 MOLLY DAVIES PRESIDENT & CEO 241016 0 0 0 7200 0 4530 0 20797 0 273543 0 0 0 CHARLES HARDIE CFO 190245 0 0 0 0 0 3675 0 130 0 194050 0 0 0 RACHEL TATE VICE PRESIDENT, OMBUDSMAN SERVICES 163289 0 0 0 0 0 2885 0 4245 0 170419 0 0 0 LAURA MOSQUEDA DIR. UNTIL 12/2024 219324 THE ORGANIZATION HAS SUBCONTRACTED 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSON: THE ORGANIZATION HAS SUBCONTRACTED WITH KECK MEDICINE OF USC TO PROVIDE CLINICAL SERVICE TO SUPPORT THE ADULT PROCTECTIVE SERVICE (APS) CENTER OF EXCELLENCE IN THE AMOUNT OF $219,324 DURING THE FISCAL YEAR-END 6/30/2025. LAURA MOSQUEDA, BOARD MEMBER OF THE ORGANIZATION UNTIL DECEMBER 2024, IS A PRACTITIONER AT KECK MEDICINE OF USC. FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: SERVICES AND PROGRAMS THAT ADVANCE THE DIGNITY AND QUALITY OF LIFE OF OLDER ADULTS THROUGH LEADERSHIP, ADVOCACY, AND HIGH-QUALITY INNOVATIVE SERVICES. 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 THE 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 APPEARANCE OR DIRECT CONFLICTS OF INTEREST. ANY CONCERNS OF CONFLICTS OF INTEREST ARE ADDRESSED BY THE HUMAN RESOURCES DEPARTMENT AND THE PRESIDENT & CEO. THE BOARD 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 EXECUTIVE MANAGEMENT IN DETERMINING COMPENSATION FORM 990, PART VI, SECTION C, LINE 19 WISE & HEALTHY AGING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENT, AND INFORMATIONAL RETURNS ARE AVAILABLE UPON WRITTEN REQUEST. THE INFORMATIONAL RETURNS ARE ALSO MADE AVAILABLE TO THE PUBLIC THROUGH WWW.CANDID.ORG, A PUBLIC WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND SERVICES: PROGRAM SERVICE EXPENSES 1,076,266. MANAGEMENT AND GENERAL EXPENSES 80,093. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,156,359. FORM 990, PART XII, LINE 2C THE ORGANIZATION AND ITS BOARD OF DIRECTORS DID NOT CHANGE ANY OVERSIGHT OR SELECTIONS PROCESSES.