Wise & Healthy Aging
Only null% goes to programs Strong reserves
Wise & Healthy Aging is a 501(c)(3) organization based in Santa Monica, California, registered in 1973, with $8,691,329 in FY2023 revenue. CharityIndex grades it B.
1527 4th Street 2nd Floor, Santa Monica, CA, 90401 EIN 95-2788014 Since 1973
Revenue (FY2023)
$8.7M
▲ 8.5% vs prior year
Health median: $840K
Expenses (FY2023)
$8.9M
Net assets
$14.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Wise & Healthy Aging— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating20 mo reserves · -3% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Wise & Healthy Aging: 20 mo reserves · -3% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Wise & Healthy Aging— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Wise & Healthy Aging: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1527 4th Street 2nd Floor, Santa Monica, CA, 90401
- City
- Santa Monica
- State
- California
- Category
- Health Care
- Subcategory
- Nursing & Home Care
- Website
- …
Financial trends
Revenue grew from $5.5M (FY2013) to $8.7M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $2.0MNet assets $14.9M
Operating margin
-2.7%
Spent more than it raised in the latest fiscal year.
Total assets
$16.9M
Total liabilities
$2.0M
Net assets
$14.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $8,691,329▲8.5% | $8,929,893▲3.1% | $14,875,823▲6.3% | $16,865,106▲5.1% | 990 |
| 2022 | $8,011,259▼11.0% | $8,664,076▲8.0% | $13,987,801 | $16,043,204▲5.7% | 990 |
| 2021 | $9,003,877▼3.8% | $8,023,210▲5.9% | $13,986,975▼11.8% | $15,184,740▼14.4% | 990 |
| 2020 | $9,360,563▲27.1% | $7,576,585▼2.5% | $15,861,140▲24.4% | $17,748,628▲19.1% | 990 |
| 2019 | $7,362,621▲8.8% | $7,774,822▲4.9% | $12,754,140▼3.2% | $14,896,910▲3.9% | 990 |
| 2018 | $6,769,207▼15.7% | $7,408,165▲3.6% | $13,170,165▼1.1% | $14,334,663▲0.5% | 990 |
| 2017 | $8,027,608▲11.2% | $7,148,442▲2.2% | $13,313,042▲1.3% | $14,256,860▲2.5% | 990 |
| 2016 | $7,220,578▲13.7% | $6,992,885▲2.6% | $13,140,880▲3.3% | $13,905,879▲2.5% | 990 |
| 2015 | $6,348,299▲11.0% | $6,812,593▲20.6% | $12,715,068▼3.0% | $13,566,570▼2.1% | 990 |
| 2014 | $5,718,378▲4.3% | $5,648,206▲5.4% | $13,111,598▼1.5% | $13,860,982▼0.8% | 990 |
| 2013 | $5,481,238 | $5,359,023▼3.6% | $13,312,074▲9.9% | $13,969,231▲9.3% | 990 |
| 2012 | — | $5,559,493▲7.7% | $12,112,021▲42.3% | $12,775,721▲41.0% | 990 |
| 2011 | — | $5,161,457▲2.1% | $8,510,326▼2.6% | $9,061,915▼4.2% | 990 |
| 2010 | — | $5,055,876▲8.9% | $8,735,703▲15.7% | $9,461,852▲18.2% | 990 |
| 2009 | — | $4,642,594 | $7,552,747 | $8,002,271 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $1.3M total
34 grants to Wise & Healthy Aging totaling $1.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Saint Johns Health Center Foundation | To support the diner program. | 2024 | $75,000 |
| Saint Johns Health Center Foundation | To support the aging homeless diversion prevention project. | 2023 | $75,000 |
| University of Southern California | Subaward | 2023 | $33,113 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $7,950 |
| Saint Johns Health Center Foundation | Adult day center spanish language and live alone expansion | 2022 | $50,000 |
| Kaiser Foundation Hospitals | Support thrive local community network development | 2021 | $55,000 |
| Saint Johns Health Center Foundation | Adult day service center and in-home care mgmt. program | 2021 | $50,000 |
| California Community Foundation | Health | 2020 | $124,000 |
| Kaiser Foundation Hospitals | Community-based health partnerships for senior ser | 2020 | $40,000 |
| Scan Health Plan | 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 | $25,000 |
| Scan Health Plan | 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 | $20,000 |
| Providence Saint Johns Health Center | Sponsorship | 2019 | $84,349 |
| Providence Saint Johns Health Center | Sponsorship | 2019 | $84,349 |
| Kaiser Foundation Hospitals | Project support | 2019 | $40,000 |
| Kaiser Foundation Hospitals | Event support\annual fundraiser | 2018 | $47,300 |
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Frequently asked questions
- Is Wise & Healthy Aging a legitimate nonprofit?
- Yes. Wise & Healthy Aging is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 95-2788014, based in Santa Monica, California. Donations are tax-deductible.
- What is Wise & Healthy Aging's EIN?
- Wise & Healthy Aging's Employer Identification Number (EIN) is 95-2788014.
- How much revenue does Wise & Healthy Aging report?
- Wise & Healthy Aging reported $8,691,329 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Wise & Healthy Aging have?
- CharityIndex grades Wise & Healthy Aging B, based on financial health (reserves and operating margin).
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Explore more
Data for Wise & Healthy Aging (EIN 95-2788014) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.