EIN 95-2788014

Wise & Healthy Aging

IRS 501(c) type
501(c)(3)
Num. employees
116
Year formed
1968
Most recent tax filings
2023-06-01
Description
WISE & Healthy Aging enhances the independence, dignity and quality of life of older adults through leadership, advocacy and innovative services.
Total revenues
$8,011,259
2023
Total expenses
$8,664,076
2023
Total assets
$16,043,204
2023
Num. employees
116
2023

Program areas at Wise & Healthy Aging

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.
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").
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.
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.
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.

Who funds Wise & Healthy Aging

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Saint John's Health Center FoundationAdult Day Center Spanish Language and Live Alone Expansion$50,000
Ring FoundationUndesignated General Support$25,000
Santa Monica Bay Woman's ClubTo Assist Elderly Poor Women With Housing$10,000

Personnel at Wise & Healthy Aging

NameTitleCompensation
Grace Cheng BraunPresident and Chief Executive Officer and Director$244,330
Molly DaviesPresident and Chief Executive Officer$185,425
Charles HardieChief Financial Officer$176,409
Phyllis AmaralVice President , Community - Based Services$119,144
Nikki Davis, MBAVice President, Program Administration$137,066
...and 26 more key personnel

Financials for Wise & Healthy Aging

RevenuesFYE 06/2023
Total grants, contributions, etc.$6,497,851
Program services$1,068,959
Investment income and dividends$406,855
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$37,594
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$8,011,259

Form 990s for Wise & Healthy Aging

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-01990View PDF
2022-062023-05-10990View PDF
2021-062022-03-31990View PDF
2020-062021-04-13990View PDF
2019-062020-10-23990View PDF
...and 9 more Form 990s
Data update history
July 12, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $10,000 from Santa Monica Bay Woman's Club
January 25, 2024
Updated personnel
Identified 7 new personnel
December 29, 2023
Received grants
Identified 3 new grant, including a grant for $50,000 from Saint John's Health Center Foundation
July 19, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Human service organizationsCharities
Issues
Human services
Characteristics
ReligiousFundraising eventsReceives government fundingEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
1527 Fourth St 250
Santa Monica, CA 90401
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Website URL
wiseandhealthyaging.org/ 
Phone
(310) 394-9871
Facebook page
wiseandhealthyaging 
IRS details
EIN
95-2788014
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1968
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P80: Services to Promote the Independence of Specific Population Groups
NAICS code, primary
813110: Religious Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
014151
FTB Entity ID
0665948
AB 488 data last updated ("as-of") date
2024-12-04
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