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

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $301K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $13.7M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $13.7M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $412K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.1M
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 18 voting members
Looks good: 17 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.0M
-11% vs prior year
Spent
$8.7M
To programs
86%
Net assets
$14.0M
By yearFY2020–FY2025
Revenue
$8.0M
FY2023▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.4M
FY2021$9.4M
FY2022$9.0M
FY2023$8.0M
FY2024$8.7M
FY2025$10.1M
Expenses
$8.7M
FY2023▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.8M
FY2021$7.6M
FY2022$8.0M
FY2023$8.7M
FY2024$8.9M
FY2025$9.8M
Net assets
$14.0M
FY2023<0.01%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.8M
FY2021$15.9M
FY2022$14.0M
FY2023$14.0M
FY2024$14.9M
FY2025$15.4M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $7.5M Management & general 14% · $1.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President & CEO/Director
$185,425Pt VII · Sec A
$176,409Pt VII · Sec A
President & CEO/Director Until 6/2022
$173,556Pt VII · Sec A
Vice President, Program Administration
$137,066Pt VII · Sec A
Vice President, Ombudsman Services
$110,743Pt VII · Sec A
Director, Human Resources
$109,810Pt VII · Sec A
Vice President, Care Management
$108,956Pt VII · Sec A
Director, Communications & Grant Management
$107,861Pt VII · Sec A

Molly Davies’s $248K as President & CEO is at the 32nd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Grace Cheng Braun———$244,330$245,853$254,416
Molly Davies$248,216$214,211$185,425$163,256$135,269$125,276
Charles Hardie$190,245$192,418$176,409$167,127$149,702$160,114
Grace Cheng——$173,556———
Rachel Tate$163,289$131,887$110,743———
Anat Louis$139,376$124,792$108,956———
Nikki Davis$132,342$132,320$137,066———
Phyllis Amaral———$119,144$129,990$124,122

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides social services for elderly, senior, and disabled adults.

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Provided by the organization

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3 programs · $6.5M · in their own filed words · FY2022
01

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…

$4.6Mprogram expense
02

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…

$1.1Mprogram expense
03

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.

$899Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$8.0M
Ln 12
Gifts and grantsLn 1h$6.5M
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$444K
Money outPt IX
$8.7M
Ln 25
Programscol B$7.5M
Managementcol C$1.2M
Owns and owesPt X
$14.0M
net assets · Ln 32
Cash and savingsLn 1–2$628K
Total assetsLn 16$16.0M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
30
listed · VII A
PaidVII A9
Voting boardVI 1a18
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.5M
Government grantsLn 1e$5.9M
Fundraising eventsLn 1c$144K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$444K
Gains on assetsLn 7$38K
Total revenueLn 12$8.0M
Assets in detailPt X, end of year
CashLn 1$628K
Cash and savings togetherLn 1–2$628K
InvestmentsLn 11–13$13.7M
Land, buildings, equipmentLn 10c$81K
Other assetsLn 15$732K
Total assetsLn 16$16.0M
LiabilitiesLn 26$2.1M
Net assetsLn 32$14.0M
OperationsPt I, VI
EmployeesI 5100
VolunteersI 6112
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$720K$628K
InvestmentsLn 11–13$13.2M$13.7M
Land, buildings, equipmentLn 10c$109K$81K
Total assetsLn 16$15.2M$16.0M
LiabilitiesLn 26$1.2M$2.1M
Net assetsLn 32$14.0M$14.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.2M$1.1M$178K
Other salaries and wagesLn 7$4.3M$3.7M$616K
Pension plan contributionsLn 8$44K$38K$6K
Other employee benefitsLn 9$267K$229K$38K
Payroll taxesLn 10$418K$358K$60K
Legal feesLn 11b$61K$61K
Accounting feesLn 11c$63K$61K$2K
Investment management feesLn 11f$65K$65K
Other fees for servicesLn 11g$721K$721K
Advertising and promotionLn 12$33K$26K$7K
Office expensesLn 13$255K$208K$47K
Information technologyLn 14$110K$106K$4K
OccupancyLn 16$466K$437K$30K
TravelLn 17$65K$64K$169
InterestLn 20$35K$35K
Depreciation, depletion and amortizationLn 22$28K$23K$5K
InsuranceLn 23$136K$122K$14K
Other expenses (24a–d)Ln 24$281K$266K$15K
All other expensesLn 24e$91K$73K$17K
Total functional expensesLn 25$8.7M$7.5M$1.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.1M$9.8M$345K$15.4M 990 PDF
FY2024 $8.7M$8.9M−$239K$14.9M 990 PDF
FY2023 Viewing $8.0M$8.7M−$653K$14.0M 990 PDF
FY2022 $9.0M$8.0M$981K$14.0M 990 PDF
FY2021 $9.4M$7.6M$1.8M$15.9M 990 PDF
FY2020 $7.4M$7.8M−$412K$12.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $8,011,259 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,049,555$6,497,851
I-9 Program service revenuePrior year $784,095$1,068,959
I-10 Investment incomePrior year $1,170,227$444,449
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $9,003,877$8,011,259
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,768,891$6,255,784
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,254,319$2,408,292
I-18 Total expensesPrior year $8,023,210$8,664,076
I-19 Revenue less expensesPrior year $980,667−$652,817
Part VI · Governance 17 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,011,259 across 9 lines filed
VIII-1c Fundraising events$143,914
VIII-1e Government grants$5,922,229
VIII-1f All other contributions, gifts and grants$431,708
VIII-1h Total contributions, gifts and grants$6,497,851
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,068,959$1,068,959
VIII-3 Investment incomeExcluded from tax $406,855$406,855
VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,594$37,594
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $1,068,959 · Unrelated business $0 · Excluded from tax $444,449$8,011,259
Part IX · Statement of functional expenses $8,664,076 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $1,062,030 · Management $178,245$1,240,275
IX-7 Other salaries and wagesPrograms $3,670,008 · Management $615,952$4,285,960
IX-8 Pension plan contributionsPrograms $37,866 · Management $6,355$44,221
IX-9 Other employee benefitsPrograms $228,566 · Management $38,361$266,927
IX-10 Payroll taxesPrograms $358,271 · Management $60,130$418,401
IX-11b Legal feesManagement $60,940$60,940
IX-11c Accounting feesPrograms $60,654 · Management $2,320$62,974
IX-11f Investment management feesManagement $64,713$64,713
IX-11g Other fees for servicesPrograms $720,969$720,969
IX-12 Advertising and promotionPrograms $26,148 · Management $6,613$32,761
IX-13 Office expensesPrograms $207,903 · Management $47,000$254,903
IX-14 Information technologyPrograms $106,270 · Management $4,064$110,334
IX-16 OccupancyPrograms $436,633 · Management $29,504$466,137
IX-17 TravelPrograms $64,424 · Management $169$64,593
IX-20 InterestManagement $34,877$34,877
IX-22 Depreciation, depletion and amortizationPrograms $22,933 · Management $4,680$27,613
IX-23 InsurancePrograms $122,373 · Management $13,722$136,095
IX-24 Other expenses (24a–d)Programs $265,644 · Management $15,048$280,692
IX-24e All other expensesPrograms $73,424 · Management $17,267$90,691
IX-25 Total functional expensesPrograms $7,464,116 · Management $1,199,960 · Fundraising $0$8,664,076
Part X · Balance sheet $16,043,204 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $720,379$627,908
X-3 Pledges and grants receivableStart of year $933,535$691,908
X-4 Accounts receivableStart of year $81,480$112,823
X-9 Prepaid expenses and deferred chargesStart of year $156,218$89,192
X-10c Land, buildings and equipment, netStart of year $108,981$81,367
X-11 Publicly traded securitiesStart of year $13,152,598$13,707,678
X-15 Other assetsStart of year $31,549$732,328
X-16 Total assetsStart of year $15,184,740$16,043,204
X-17 Accounts payable and accrued expensesStart of year $880,529$883,470
X-19 Deferred revenueStart of year $117,236$7,631
X-25 Other liabilitiesStart of year $200,000$1,164,302
X-26 Total liabilitiesStart of year $1,197,765$2,055,403
X-27 Net assets without donor restrictionsStart of year $11,417,752$11,416,853
X-28 Net assets with donor restrictionsStart of year $2,569,223$2,570,948
X-32 Total net assets or fund balancesStart of year $13,986,975$13,987,801
X-33 Total liabilities and net assetsStart of year $15,184,740$16,043,204
Part XI · Reconciliation of net assets $13,987,801 net assets at year end
XI-1 Total revenue$8,011,259
XI-2 Total expenses$8,664,076
XI-3 Revenue less expenses−$652,817
XI-4 Net assets at start of year$13,986,975
XI-5 Net unrealized gains (losses) on investments$653,643
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,987,801

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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