Civic Intelligence

Wise & Healthy Aging

990 • Fiscal year 2022 • EIN 95-2788014

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

1527 Fourth St 250Santa Monica, CA 90401

(310) 394-9871

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.13x

Higher debt load relative to revenue than 38% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$250,543

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-3.8%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$15,184,740

Down $2,563,888 (-14%) from 2021

Net Assets

Down

$13,986,975

Down $1,874,165 (-12%) from 2021

Liabilities

Down

$1,197,765

Down $689,723 (-37%) from 2021

Revenue

Down

$9,003,877

Down $356,686 (-3.8%) from 2021

Expenses

Up

$8,023,210

Up $446,625 (+5.9%) from 2021

Net Income

Down

$980,667

Down $803,311 (-45%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $8,002,271Liabilities 2010: $449,524Net Assets 2010: $7,552,7472010Assets 2011: $9,461,852Liabilities 2011: $726,149Net Assets 2011: $8,735,7032011Assets 2012: $9,061,915Liabilities 2012: $551,589Net Assets 2012: $8,510,3262012Assets 2013: $12,775,721Liabilities 2013: $663,700Net Assets 2013: $12,112,0212013Assets 2014: $13,969,231Liabilities 2014: $657,157Net Assets 2014: $13,312,0742014Assets 2015: $13,860,982Liabilities 2015: $749,384Net Assets 2015: $13,111,5982015Assets 2016: $13,566,570Liabilities 2016: $851,502Net Assets 2016: $12,715,0682016Assets 2017: $13,905,879Liabilities 2017: $764,999Net Assets 2017: $13,140,8802017Assets 2018: $14,256,860Liabilities 2018: $943,818Net Assets 2018: $13,313,0422018Assets 2019: $14,334,663Liabilities 2019: $1,164,498Net Assets 2019: $13,170,1652019Assets 2020: $14,896,910Liabilities 2020: $2,142,770Net Assets 2020: $12,754,1402020Assets 2021: $17,748,628Liabilities 2021: $1,887,488Net Assets 2021: $15,861,1402021Assets 2022: $15,184,740Liabilities 2022: $1,197,765Net Assets 2022: $13,986,9752022Assets 2023: $16,043,204Liabilities 2023: $2,055,403Net Assets 2023: $13,987,8012023Assets 2024: $16,865,106Liabilities 2024: $1,989,283Net Assets 2024: $14,875,8232024

Highlighted filing

2022

Assets$15,184,740
Liabilities$1,197,765
Net Assets$13,986,975

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $4,642,5942010Revenue 2011: $6,062,793Expenses 2011: $5,055,876Net Income 2011: $1,006,9172011Expenses 2012: $5,161,4572012Revenue 2013: $8,669,900Expenses 2013: $5,559,493Net Income 2013: $3,110,4072013Revenue 2014: $5,481,238Expenses 2014: $5,359,023Net Income 2014: $122,2152014Revenue 2015: $5,718,378Expenses 2015: $5,648,206Net Income 2015: $70,1722015Revenue 2016: $6,348,299Expenses 2016: $6,812,593Net Income 2016: -$464,2942016Revenue 2017: $7,220,578Expenses 2017: $6,992,885Net Income 2017: $227,6932017Revenue 2018: $8,027,608Expenses 2018: $7,148,442Net Income 2018: $879,1662018Revenue 2019: $6,769,207Expenses 2019: $7,408,165Net Income 2019: -$638,9582019Revenue 2020: $7,362,621Expenses 2020: $7,774,822Net Income 2020: -$412,2012020Revenue 2021: $9,360,563Expenses 2021: $7,576,585Net Income 2021: $1,783,9782021Revenue 2022: $9,003,877Expenses 2022: $8,023,210Net Income 2022: $980,6672022Revenue 2023: $8,011,259Expenses 2023: $8,664,076Net Income 2023: -$652,8172023Revenue 2024: $8,691,329Expenses 2024: $8,929,893Net Income 2024: -$238,5642024

Highlighted filing

2022

Revenue$9,003,877
Expenses$8,023,210
Net Income$980,667
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$13,178,629
Mission and Program Overview

Mission

The organization is a multi-service, 501c(3) not-for-profit, social services organization serving seniors throughout los angeles county, with emphasis on low-income and/or underserved individuals. The organization offers vital support services and programs that promote and enhance the dignity and quality of life of older adults through leadership, advocacy, and high-quality innovative services.

Social services - elderly/senior and disabled adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,083,649$13,152,598▼ $2,931,051
Pledges and Grants Receivable$767,312$933,535▲ $166,223
Cash and Non-Interest-Bearing Accounts$633,122$720,379▲ $87,257
Prepaid Expenses and Deferred Charges$25,898$156,218▲ $130,320
Land, Buildings, and Equipment, Net$145,605$108,981▼ $36,624
Accounts Receivable$73,717$81,480▲ $7,763
Total Assets$17,748,628$15,184,740▼ $2,563,888
Other Assets Total$19,325$31,549▲ $12,224
Liabilities
Unsecured Notes Loans Payable$941,200--
Accounts Payable and Accrued Expenses$931,995$880,529▼ $51,466
Other Liabilities$0$200,000▲ $200,000
Deferred Revenue$14,293$117,236▲ $102,943
Total Liabilities$1,887,488$1,197,765▼ $689,723
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,913,648$11,417,752▼ $1,495,896
Net Assets With Donor Restrictions$2,947,492$2,569,223▼ $378,269
Total Net Assets Fund Balance$15,861,140$13,986,975▼ $1,874,165
Total Liabilities and Net Assets / Fund Balance$17,748,628$15,184,740▼ $2,563,888

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$101,822$490,741$592,563
Equipment$7,159$370,129$377,288

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,455,021-▼ $223,214$32,000$2,199,807
2020$2,086,074-▲ $400,947$32,000$2,455,021
2019$2,023,994-▲ $94,080$32,000$2,086,074
2018$2,202,405-▲ $160,888$339,299$2,023,994
2017$2,090,189-▲ $154,905$42,689$2,202,405
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Grace Cheng BraunPres. & CEO/director (until 6/2022)FT$238,330$12,213$250,543
Molly DaviesExecutive VP (until 06/2022)FT$163,256$19,168$182,424
Charles HardieCFOFT$167,127$3,495$170,622
Phyllis AmaralVP, Community-based ServicFT$119,144$3,257$122,401

Board Members and Trustees

NameTitle
Paul WatkinsChair/director
Thomas LooImmediate Past Chair/direc
Paul KananSecond Vice Chair/director
Barbara BrowningDirector
Brent EastepDirector
Daoshing NiDirector
David BaileyDirector
Eve GelbDirector
Ida Maria DanzeyDirector
Janie Yuguchi GatesDirector
Justin JoeDirector
Laura MosquedaDirector
Michael RichDirector
Pattie CuenDirector
Paul WeissDirector
Renee White FraserDirector
Ryan IwamotoDirector
Scott KaiserDirector
Tina M DoctorsDirector
Michelle L MeiselsSecretary/director
Kathy FergenTreasurer/director

Highest Paid Contractors

ContractorServicesLocationCompensation
24hr Homecare LLCHome Caregiving200 N SEPULVEDA BLVD SUITE 300, El Segundo, CA 90245$174,027
Revenue and Support

Revenue Composition

Contributions and Grants
$7,049,555
Program Service Revenue
$784,095
Investment Income
$1,170,227
Other Revenue
$0
All Other Contributions
$691,326
Change in Net Assets
$980,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,932,535
Revenue Not Reported on Financial Statements
$71,342
Revenue Not Reported on Form 990
$-1,465,130
Total Revenue per Audited Statements
$7,467,405
Total Revenue per Form 990
$9,003,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,768,891
Other Expenses$2,254,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,852,099$676,358-$4,528,457
Current Officers, Directors, Trustees, and Key Employees$530,891$93,215-$624,106
Fees for Services Other$498,413--$498,413
Office Expenses$296,663$137,363-$434,026
Payroll Taxes$339,212$59,560-$398,772
Occupancy$334,857$12,317-$347,174
All Other Expenses$118,928$115,930-$234,858
Other Employee Benefits$145,004$25,460-$170,464
Insurance$92,592$3,981-$96,573
Information Technology$76,886$11,322-$88,208
Fees for Service Investment Mgmnt Fees-$71,342-$71,342
Fees for Services Accounting$58,209$8,572-$66,781
Pension Plan Contributions$40,058$7,034-$47,092
Travel$40,052--$40,052
Advertising$22,786$15,183-$37,969
Depreciation Depletion$30,526$6,098-$36,624
Fees for Services Legal-$35,183-$35,183
Interest-$18,731-$18,731
Other Expenses$12,938$180-$13,118
Total Functional Expenses$6,666,112$1,357,098$0$8,023,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,341,570
Total Expenses per Form 990$8,023,210
Expenses per Audited Statements$7,951,868
Expenses Not Reported on Form 990$1,389,702
Expenses Not Reported on Financial Statements$71,342
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$22,718
Fundraising Gross Income$22,718
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Year End Direct Mail$91,713---
Celebration of Caring$132,449$22,718$11,769$10,949
Total Events$224,162$22,718$22,718$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
24hr Homecare LLCRyan Iwamoto Owner of the Company and Is a Board Member of the Org.Home Care ServicesNo$91,133
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$200,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return was prepared by outside accountants and reviewed by the cfo and ceo. Once approved, the return was presented to the board prior to being electronically filed.

Form 990, Part VI, Section B, Line 12C

Wise & healthy aging conflict of interest policy is reviewed and explained to employees at time of new hire. When there are disclosures beyond the form initially signed, employees then sign an updated conflict of interest agreement and complete a conflict of interest questionnaire. Conflict of interest questionnaires are reviewed by the human resources department and filed in each employee's personnel file. Employment is contingent on the full disclosure of any appareance or direct conflicts of interest. Any concerns of conflicts of interest are addressed by the human resources department and the president & ceo. The board directors also undergo a similar process in which they sign a conflict of interest agreement and submit an annual conflict of interest questionnaire.

Form 990, Part VI, Section B, Line 15

Comparability data such as compensation surveys and salary-analysis tools that consider years of experience and current job-market trends are used to determine the range of compensation. This information is utilized by the executive management in determining compensation.

Form 990, Part VI, Section C, Line 19

Wise & healthy aging makes its governing documents, conflict of interest policy, financial statements, and informational returns available upon written request. The informational returns are also made available to the public through www.guidestar.org, a public website.

Filing and Contact Details

Filer

Filer Name
Wise & Healthy Aging
EIN
95-2788014
Phone
3103949871
Address
1527 FOURTH ST 250, SANTA MONICA, CA 90401

Signing Officer

Name
Molly Davies
Title
President & CEO
Phone
3103949871
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Molly Davies
Formed
1968
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
20
Employees
105
Volunteers
81

Preparer

Firm
Singerlewak Llp
Address
10960 WILSHIRE BLVD SUITE 1100, LOS ANGELES, CA 90024
Preparer
Lior Temkin
Phone
3104773924
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

At the current time the organization intends to keep the funds for investment purposes.

PART X, LINE 2:

The organization is organized as a not-for-profit organization exempt from income tax under provisions of internal revenue code section 501(c)(3). Management has analyzed the tax positions taken by the organization, and has concluded that, as of june 30, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt216213
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt223495
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2319168
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt243257
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA BROWNING
IRS990/Form990PartVIISectionAGrp/PersonNm2PATTIE CUEN
IRS990/Form990PartVIISectionAGrp/PersonNm3IDA MARIA DANZEY
IRS990/Form990PartVIISectionAGrp/PersonNm4TINA M DOCTORS
IRS990/Form990PartVIISectionAGrp/PersonNm5BRENT EASTEP
IRS990/Form990PartVIISectionAGrp/PersonNm6EVE GELB
IRS990/Form990PartVIISectionAGrp/PersonNm7RENEE WHITE FRASER
IRS990/Form990PartVIISectionAGrp/PersonNm8JANIE YUGUCHI GATES
IRS990/Form990PartVIISectionAGrp/PersonNm9RYAN IWAMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm10JUSTIN JOE
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm12LAURA MOSQUEDA
IRS990/Form990PartVIISectionAGrp/PersonNm13DAOSHING NI
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL RICH
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHY FERGEN
IRS990/Form990PartVIISectionAGrp/PersonNm17PAUL KANAN
IRS990/Form990PartVIISectionAGrp/PersonNm18THOMAS LOO
IRS990/Form990PartVIISectionAGrp/PersonNm19MICHELLE L MEISELS
IRS990/Form990PartVIISectionAGrp/PersonNm20PAUL WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm21GRACE CHENG BRAUN
IRS990/Form990PartVIISectionAGrp/PersonNm22CHARLES HARDIE
IRS990/Form990PartVIISectionAGrp/PersonNm23MOLLY DAVIES
IRS990/Form990PartVIISectionAGrp/PersonNm24PHYLLIS AMARAL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21244330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22167127
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23163256
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24119144
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECOND VICE CHAIR/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18IMMEDIATE PAST CHAIR/DIREC
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIR/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRES. & CEO/DIRECTOR (UNTIL 6/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE VP (UNTIL 06/2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP, COMMUNITY-BASED SERVIC
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0201444
IRS990/FundraisingDirectExpensesAmt022718
IRS990/FundraisingGrossIncomeAmt022718
IRS990/GainOrLossGrp/SecuritiesAmt0517065
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GovernmentGrantsAmt06156785
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04669099
IRS990/GrossReceiptsAmt013178629
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011322
IRS990/InformationTechnologyGrp/ProgramServicesAmt076886
IRS990/InformationTechnologyGrp/TotalAmt088208
IRS990/InsuranceGrp/ManagementAndGeneralAmt03981
IRS990/InsuranceGrp/ProgramServicesAmt092592
IRS990/InsuranceGrp/TotalAmt096573
IRS990/InterestGrp/ManagementAndGeneralAmt018731
IRS990/InterestGrp/TotalAmt018731
IRS990/InvestmentIncomeGrp/ExclusionAmt0653162
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0653162
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016083649
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013152598
IRS990/IRPDocumentCnt057
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0860870
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0145605
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0108981
IRS990/LandBldgEquipCostOrOtherBssAmt0969851
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04152034
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS A MULTI-SERVICE, 501C(3) NOT-FOR-PROFIT, SOCIAL SERVICES ORGANIZATION SERVING SENIORS THROUGHOUT LOS ANGELES AND SAN BERNARDINO COUNTIES, WITH EMPHASIS ON LOW-INCOME AND/OR UNDERSERVED INDIVIDUALS. THE ORGANIZATION OFFERS VITAL SUPPORT SERVICES AND PROGRAMS THAT ADVANCES THE DIGNITY AND QUALITY OF LIFE OF OLDER ADULTS THROUGH LEADERSHIP, ADVOCACY, AND HIGH-QUALITY INNOVATIVE SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015861140
IRS990/NetAssetsOrFundBalancesEOYAmt013986975
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0517065
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0517065
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2854832
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012913648
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011417752
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012317
IRS990/OccupancyGrp/ProgramServicesAmt0334857
IRS990/OccupancyGrp/TotalAmt0347174
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0137363
IRS990/OfficeExpensesGrp/ProgramServicesAmt0296663
IRS990/OfficeExpensesGrp/TotalAmt0434026
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019325
IRS990/OtherAssetsTotalGrp/EOYAmt031549
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025460
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0145004
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0170464
IRS990/OtherExpensesGrp/Desc0TELEPHONE COST
IRS990/OtherExpensesGrp/Desc1EMPLOYEE DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3PRINTING & DUPLICATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt146734
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3180
IRS990/OtherExpensesGrp/ProgramServicesAmt0149701
IRS990/OtherExpensesGrp/ProgramServicesAmt112551
IRS990/OtherExpensesGrp/ProgramServicesAmt213746
IRS990/OtherExpensesGrp/ProgramServicesAmt312938
IRS990/OtherExpensesGrp/TotalAmt0153076
IRS990/OtherExpensesGrp/TotalAmt159285
IRS990/OtherExpensesGrp/TotalAmt222906
IRS990/OtherExpensesGrp/TotalAmt313118
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0200000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0676358
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03852099
IRS990/OtherSalariesAndWagesGrp/TotalAmt04528457
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt059560
IRS990/PayrollTaxesGrp/ProgramServicesAmt0339212
IRS990/PayrollTaxesGrp/TotalAmt0398772
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07034
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040058
IRS990/PensionPlanContributionsGrp/TotalAmt047092
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0767312
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0933535
IRS990/PoliticalCampaignActyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$1.99$14.9$8.69$8.93$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$2.06$14.0$8.01$8.66$0.65
2022Detailed filing. Detailed filing data is available for this year.$15.2$1.20$14.0$9.00$8.02$0.98
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$1.89$15.9$9.36$7.58$1.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$2.14$12.8$7.36$7.77$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$1.16$13.2$6.77$7.41$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.94$13.3$8.03$7.15$0.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.76$13.1$7.22$6.99$0.23
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.85$12.7$6.35$6.81$0.46
2015Detailed filing. Detailed filing data is available for this year.$13.9$0.75$13.1$5.72$5.65$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.66$13.3$5.48$5.36$0.12
2013Summary only. Only limited summary data is available for this year.$12.8$0.66$12.1$8.67$5.56$3.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.06$0.55$8.51$5.16
2011Summary only. Only limited summary data is available for this year.$9.46$0.73$8.74$6.06$5.06$1.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.00$0.45$7.55$4.64