NonprofitsWise & Healthy Aging

Health Care

Wise & Healthy Aging

SANTA MONICA, CA

Total revenue

$8.7M

Total expenses

$8.9M

Net assets

$14.9M

Grants received

$1.5M

43 grants

EIN

952788014

Tax year

2023

Mission

Social services - elderly/senior and disabled adults

Programs

8 programs

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.

Expenses: $1.4M

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").

Expenses: $870K

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.

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.

Expenses: $792K

Financials

FY 2023

Revenue

Contributions & grants$6.8M
Program service revenue$986K
Investment income$917K
Other revenue
Total revenue$8.7M

Expenses

Grants paid
Salaries & benefits$6.3M
Fundraising
Other expenses$2.6M
Total expenses$8.9M
Total assets$16.9M
Net assets$14.9M

People

31 listed

NameRoleCompensation

MOLLY DAVIES

DIRECTOR/PRESIDENT & CEO

Board

$214K

40 hrs/wk

CHARLES HARDIE

CFO

Board

$192K

40 hrs/wk

KATHY FERGEN

DIRECTOR/TREASURER (UNTIL 12/2023)

Board

2 hrs/wk

PAUL KANAN

DIRECTOR/TREASURER (FROM 1/2024)

Board

2 hrs/wk

BARBARA BROWNING

DIRECTOR/SECRETARY

Board

32 hrs/wk

SANGEETA AHLUWALIA

DIRECTOR (FROM 1/2024)

Board

2 hrs/wk

K DAVID BAILEY

DIRECTOR

Board

2 hrs/wk

TINA M DOCTORS

DIRECTOR

Board

2 hrs/wk

BRENT EASTEP

DIRECTOR

Board

2 hrs/wk

RENEE WHITE FRASER

DIRECTOR (UNTIL 12/2023)

Board

2 hrs/wk

JANIE YUGUCHI GATES

DIRECTOR (FROM 1/2024)

Board

2 hrs/wk

ANTHONY HOU

DIRECTOR (FROM 1/2024)

Board

2 hrs/wk

RYAN IWAMOTO

DIRECTOR (FROM 1/2024)

Board

2 hrs/wk

JUSTIN JOE

DIRECTOR

Board

2 hrs/wk

SCOTT KAISER

DIRECTOR

Board

2 hrs/wk

MICHELLE L MEISELS

DIRECTOR (FROM 1/2024)

Board

2 hrs/wk

LAURA MOSQUEDA

DIRECTOR

Board

2 hrs/wk

DAOSHING NI

DIRECTOR

Board

2 hrs/wk

MICHAEL RICH

DIRECTOR (UNTIL 12/2023)

Board

2 hrs/wk

PAUL WEISS

DIRECTOR (UNTIL 12/2023)

Board

2 hrs/wk

EVE GELB

DIR./2ND VICE CHAIR (FROM 1/2024)

Board

2 hrs/wk

MICHELLE L MEISELS

DIR./2ND VICE CHAIR (UNTIL 12/2023)

Board

2 hrs/wk

KIRK MOODY

DIR./1ST VICE CHAIR (FROM 1/2024)

Board

2 hrs/wk

PAUL KANAN

DIR./1ST VICE CHAIR (UNTIL 12/2023)

Board

2 hrs/wk

RENEE WHITE FRASER

DIRECTOR/CHAIR (FROM 1/2024)

Board

2 hrs/wk

PAUL WATKINS

DIRECTOR/CHAIR (UNTIL 12/2023)

Board

2 hrs/wk

NIKKI DAVIS

VICE PRESIDENT, PROGRAM ADMIN.

Staff

$132K

40 hrs/wk

RACHEL TATE

VICE PRESIDENT, OMBUDSMAN SERVICES

Staff

$132K

40 hrs/wk

ANAT LOUIS

VICE PRESIDENT, CARE MANAGEMENT

Staff

$125K

40 hrs/wk

KELLI STAUNING

DIRECTOR, COMMUNICATIONS & GRANT MGMT

Staff

$116K

40 hrs/wk

JOHN WARD

DIRECTOR, HUMAN RESOURCES

Staff

$109K

40 hrs/wk

Independent contractors

PREMIER WORLD DISCOVERY

TRAVEL

$133K

Grants received

Showing 43 of 43

FromAmountPurposeYear
$160K
General Operating Support
2024
$75K
TO SUPPORT THE DINER PROGRAM.
2024
$40K
GENERAL OPERATING SUPPORT
2024
$175K
General Operating Support ($120k)
2023
$75K
TO SUPPORT THE AGING HOMELESS DIVERSION PREVENTION PROJECT.
2023
$30K
GENERAL OPERATING SUPPORT
2023
$20K
GENERAL
2023
$10K
TO ASSIST ELDERLY POOR WOMEN WITH HOUSING
2023
$8K
For grant recipient's exempt purposes
2023
$1K
PROVIDE SENIOR HEALTH SERVICES
2023
$200
Community based for quality of life of older adults through leadership & innovative services.
2023
$300K
Annual Grant for general operating support
2022
$50K
ADULT DAY CENTER SPANISH LANGUAGE AND LIVE ALONE EXPANSION
2022
$10K
TO ASSIST ELDERLY POOR WOMEN WITH HOUSING
2022
$6K
GENERAL TAX EXEMPT PURPOSES
2022
$1K
PROVIDE SENIOR HEALTH SERVICES
2022
$500
TO SUPPORT THE ADVANCEMENT OF DIGNITY AND QUALITY OF LIFE OF OLDER ADULTS THROUGH LEADERSHIP, ADVOCACY AND HIGH-QUALITY, INNOVATIVE SERVICES.
2022
$50K
FOR GENERAL SUPPORT OF SERVICES FOR OLDER ADULTS
2021
$16K
GRANT TO PURCHASE EQUIPMENT
2021
$10K
TO ASSIST ELDERLY POOR WOMEN WITH HOUSING
2021
$3K
GENERAL TAX EXEMPT PURPOSES
2021
$1K
PROVIDE SENIOR HEALTH SERVICES
2021
$100
Community based for quality of life of older adults through leadership & innovative services.
2021
$40K
Community-Based Health Partnerships for Senior Ser
2020
$25K
FUNDING TO SUPPORT: 1) 2,000 MEALS FOR 250 OLDER ADULTS IN THE CITY OF SANTA MONICA; 2) CASE MANAGEMENT PROGRAM EXPENSES TO ASSIST LOW-INCOME OLDER ADULTS WITH BENEFITS ENROLLMENT AND COORDINATION OF COMMUNITY RESOURCES; 3) PROVIDE MATERIALS TO ENSURE THE SAFETY OF STAFF, VOLUNTEERS AND CLIENTS (E.G., MASKS, SANITIZING ITEMS, THERMOMETERS, ETC.).
2020
$20K
FUNDING TO PROVIDE AGENCY WITH AID IN SOCIAL WORK SUPPORT, PURCHASE OF ADDITIONAL MEALS AND PURCHASE OF ONE-TIME EMERGENCY SUPPORT FOR ADULTS AGE 55+ IN NEED. SPECIFICALLY, FUNDING WOULD UNDERWRITE: 1) AN ADDITIONAL 833 MEALS; 2) 216 ADDITIONAL HOURS OF CASE/CARE MANAGEMENT TO ACCESS PUBLIC BENEFITS AND OTHER COMMUNITY RESOURCES; 3) 30-40 SENIORS WILL BE PROVIDED EMERGENCY ASSISTANCE (ESSENTIAL ITEMS, MOBILITY EQUIPMENT, MINOR HOUSEHOLD REPAIRS, ASSISTIVE DEVICES, ETC.).
2020
$10K
TO ASSIST ELDERLY POOR WOMEN WITH HOUSING
2020
$5K
PROGRAM SUPPORT
2020
$2K
GENERAL PURPOSE
2020
$2K
GENERAL PURPOSE
2020
$1K
PROVIDE SENIOR HEALTH SERVICES
2020
$15K
TO ASSIST ELDERLY POOR WOMEN WITH HOUSING
2019
$6K
GRANT TO PURCHASE EQUIPMENT AND FOR COVID RELIEF
2019
$1K
HUMAN SERVICE PROGRAMS
2019
$1K
PROVIDE SENIOR HEALTH SERVICES
2019
$11K
GRANT TO PURCHASE EQUIPMENT
2018
$1K
GENERAL OPERATING SUPPORT
2018
$1K
GENERAL SUPPORT
2018
$15K
Education Nonprofit Sustainability
2017
$24K
Conference Support
2016

Funded by

$1.5M from 22 funders · 43 grants · 2016–2024

John Gogian Family Foundation

$635K · 3 grants · 2022–2024

Saint John's Health Center Foundation

$200K · 3 grants · 2022–2024

California Community Foundation

$139K · 2 grants · 2017–2020

Pfaffinger Foundation

$70K · 2 grants · 2023–2024

Kaiser Foundation Hospitals

$64K · 2 grants · 2016–2020

Santa Monica Bay Woman's Club

$55K · 5 grants · 2019–2023

The Ralph M Parsons Foundation

$50K · 1 grant · 2021

Details

EIN952788014
NTEE codeE99
Subsection03
Ruling date1973-04
Formed1968
Employees103
Volunteers121