WISE AND HEALTHY AGING

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

MOLLY DAVIES

Phone

3103949871

Tax Period

2024-07-01 to 2025-06-30

WISE AND HEALTHY AGING, founded in 1968, is a mid-sized nonprofit in the Health Care sector that reported $10.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $9.8M left a modest 3% surplus.

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 Service Accomplishments

Program 1

Expenses: $4,049,228 Revenue: $4,058,667

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...

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.

Program 2

Expenses: $1,826,890 Revenue: $1,786,779

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...

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.

Program 3

Expenses: $685,854 Revenue: $781,494

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...

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").

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,658,143

Program Service Revenue $1,112,333

Investment Income $1,333,699

Other Revenue $0

TOTAL REVENUE $10,104,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,815,287

Fundraising Expenses $0

Program Expenses $8,345,396

Other Expenses $2,943,812

TOTAL EXPENSES $9,759,099

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,104,175	$8,691,329	+0.2%
Expenses	$9,759,099	$8,929,893	+0.1%
Net Income	$345,076	$-238,564	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

100

Volunteers

112

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$467,593

Total Directors

$273,543

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY DAVIES	PRESIDENT & CEO	40.00	Officer Director	$248,216	$25,327	$273,543
RENEE WHITE FRASER	DIRECTOR CHAIR (UNTIL 12/2024)	2.00	Officer Director	$0	$0	$0
PAUL KANAN	TREASURER	2.00	Officer Director	$0	$0	$0
JANIE YUGUCHI GATES	DIR. (UNTIL 12/24) SEC. (FROM 1/25)	2.00	Officer Director	$0	$0	$0
KIRK MOODY	FIRST VICE CHAIR	2.00	Officer Director	$0	$0	$0
EVE GELB	DIR. UNTIL 12/24 CHAIR FROM 1/25	2.00	Officer Director	$0	$0	$0
SANGEETA AHLUWALIA	DIRECTOR	2.00	Director	$0	$0	$0
K DAVID BAILEY	DIRECTOR	2.00	Director	$0	$0	$0
TINA M DOCTORS	DIRECTOR (UNTIL 12/2024)	2.00	Director	$0	$0	$0
BRENT J EASTEP	DIRECTOR (UNTIL 12/2024)	2.00	Director	$0	$0	$0
ANTHONY HOU	DIRECTOR	2.00	Director	$0	$0	$0
RYAN IWAMOTO	DIRECTOR (UNTIL 12/2024)	2.00	Director	$0	$0	$0
JUSTIN JOE	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT KAISER	DIRECTOR	2.00	Director	$0	$0	$0
DAOSHING NI - DIR UNTIL 1224	2ND VICE CHAIR FROM 1/25	2.00	Director	$0	$0	$0
MICHELLE MEISELS	DIRECTOR(UNTIL 12/2024)	2.00	Director	$0	$0	$0
KATHY FERGEN	DIRECTOR(FROM 1/2025)	2.00	Director	$0	$0	$0
DOREEN KLEE	DIRECTOR(FROM 1/2025)	2.00	Director	$0	$0	$0
LAURA MOSQUEDA	DIRECTOR (UNTIL 12/2024)	2.00	Director	$0	$0	$0
BARBARA BROWNING	DIRECTOR (UNTIL 12/2024)	32.00	Director	$0	$0	$0
CHARLES HARDIE	CFO	40.00	Officer	$190,245	$3,805	$194,050
RACHEL TATE	VICE PRESIDENT, OMBUDSMAN SERVICES	40.00	Highest	$163,289	$7,130	$170,419
ANAT LOUIS	VICE PRESIDENT, CARE MANAGEMENT	40.00	Highest	$139,376	$6,041	$145,417
NIKKI DAVIS	VICE PRESIDENT, PROGRAM ADMINISTRATION	40.00	Highest	$132,342	$5,947	$138,289
KELLI STAUNING	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$119,252	$6,793	$126,045
JOHN WARD	DIRECTOR, HUMAN RESOURCES	40.00	Highest	$108,371	$3,206	$111,577

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$10,104,175	$9,759,099	$16,846,893	$345,076
2024	$8,691,329	$8,929,893	$16,865,106	$-238,564
2023	$8,011,259	$8,664,076	$16,043,204	$-652,817
2022	$9,003,877	$8,023,210	$15,184,740	$980,667
2021	$9,360,563	$7,576,585	$17,748,628	$1,783,978
2020	$7,362,621	$7,774,822	$14,896,910	$-412,201
2019	$6,769,207	$7,408,165	$14,334,663	$-638,958
2018	$8,027,608	$7,148,442	$14,256,860	$879,166