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California · Nonprofit

WISE AND HEALTHY AGING

WISE AND HEALTHY AGING (California) receives grants from 31 organizations whose IRS filings report $2,366,684 to it, the largest being John Gogian Family Foundation ($710,000). 19 of them have funded it in more than one year.

Revenue FY2025
$10M
Funders on record
31
Grants received
$2.4M
Net assets
$15M
19/31 repeat funderspeak grant-dependency 5%
01What it does

What Wise and Healthy Aging does

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

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $4,049,228 spent$4,058,667 earned by the program
    49% of program spending
  2. 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.

    $1,826,890 spent$1,786,779 earned by the program
    22% of program spending
  3. 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").

    $685,854 spent$781,494 earned by the program
    8% of program spending
  4. 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…

    $1,783,424 spent$1,741,561 earned by the program
    21% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $8,345,396.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($7.2M) Expenses 100 ($7.0M) Net assets 100 ($13M)2018 Revenue 111 ($8.0M) Expenses 102 ($7.1M) Net assets 101 ($13M)2019 Revenue 94 ($6.8M) Expenses 106 ($7.4M) Net assets 100 ($13M)2020 Revenue 102 ($7.4M) Expenses 111 ($7.8M) Net assets 97 ($13M)2021 Revenue 130 ($9.4M) Expenses 108 ($7.6M) Net assets 121 ($16M)2022 Revenue 125 ($9.0M) Expenses 115 ($8.0M) Net assets 106 ($14M)2023 Revenue 111 ($8.0M) Expenses 124 ($8.7M) Net assets 106 ($14M)2024 Revenue 120 ($8.7M) Expenses 128 ($8.9M) Net assets 113 ($15M)2025 Revenue 140 ($10M) Expenses 140 ($9.8M) Net assets 117 ($15M)
'17'18'19'20'21'22'23'24'25
Revenue (140)Expenses (140)Net assets (117)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $15M to $18M (+19%).

$14M
$14M
$14M
$15M
$18M
$15M
$16M
$17M
$17M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 55% · 2018 52% · 2019 64% · 2020 69% · 2021 64% · 2022 68% · 2023 74% · 2024 73% · 2025 71%. Grants only. Government contracts and fees sit inside program revenue.

76% of WISE AND HEALTHY AGING’s revenue is contributions — more reliant on donations than three-quarters of its peers (7% for the typical peer).

This organization
Typical peer · 4,745 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

$228k
’17
$879k
’18
−$639k
’19
−$412k
’20
$1.8M
’21
$981k
’22
−$653k
’23
−$239k
’24
$345k
’25
0.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Molly Davies

President & CEO

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed242728282425302826
Joined·+7+8+6+2+4+8+3+2
No longer listed·47663354
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 7 funders, grant income rose $210k → $291k.

4 of 31 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 14% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of WISE AND HEALTHY AGING’s funders (the co-funder graph). Top 30 of 31 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

WISE AND HEALTHY AGING has a broad base — no single funder exceeds 30% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

48% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund WISE AND HEALTHY AGING.

30%
largest funder
52%
top three
~7
effective funders

Largest funder’s share by year: 2017 41% · 2018 55% · 2019 25% · 2020 40% · 2021 33% · 2022 78% · 2023 60% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

33% of WISE AND HEALTHY AGING's funders are still giving 3 years after their first grant; 61% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

84% of WISE AND HEALTHY AGING's grant income comes from California funders.

WA
NY
NJ
CA

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $333k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

WISE AND HEALTHY AGING runs a healthier operating margin than half of the 2,969 health nonprofits its size.

Operating margin3% · above the median
Months of reserve0.6mo · below the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 2,969 health nonprofits $10M–$100M, FY2025

Government funding WISE AND HEALTHY AGING receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.3M on record.

Federal$1.3M
grants $1.0Mcontracts $328k
17
18
19
20
22
23
Top agencies
  • Department of Health and Human Services$1.0M
  • Department of Veterans Affairs$328k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like WISE AND HEALTHY AGING

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

86% of spending goes to programs.

Program 86%Management 14%Fundraising 0%

Governance

20
board members
95%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

94%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for WISE AND HEALTHY AGING: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WISE AND HEALTHY AGING?
WISE AND HEALTHY AGING (California) receives grants from 31 organizations whose IRS filings report $2,366,684 to it, the largest being John Gogian Family Foundation ($710,000). 19 of them have funded it in more than one year.
How many funders does WISE AND HEALTHY AGING have?
IRS filings report 31 organizations giving $2,366,684 in grants to WISE AND HEALTHY AGING, 19 of which have funded it in more than one year.
Who is the largest funder of WISE AND HEALTHY AGING?
John Gogian Family Foundation is the largest funder on record, with $710,000 in grants. The full list of funders is on this page.
How can an organization like WISE AND HEALTHY AGING find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Wise and Healthy Aging →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 31 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing