2023-05-15T13:41:08-05:00 2022-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2021-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT 8055477025 2023-05-12 1 TRICIA SMITH 999009999 KIMBERLYN SPILLER P01491937 8058880242 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TRICIA SMITH 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 16624969 0 X WWW.WILSHIREHCS.ORG X 1960 CA OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. WE DO SO WITH A FOCUS ON OUR PATIENTS, CLIENTS AND OUR COMMUNITIES AND WE SERVE WITH INTEGRITY, INNOVATION AND TRUST. X 7 5 128 0 0 0 1796710 14950 5915550 5422862 7373 3212352 2032041 2164315 9751674 10814479 0 0 0 0 5924641 6227539 0 0 270311 2507965 2590395 8432606 8817934 1319068 1996545 8786738 16269505 2607986 8320896 6178752 7948609 OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. WE DO SO WITH A FOCUS ON OUR PATIENTS, CLIENTS AND OUR COMMUNITIES AND WE SERVE WITH INTEGRITY, INNOVATION AND TRUST. 0 0 5725349 7587177 OPERATION OF A HOME HEALTH AGENCY AND AN INVESTMENT IN A HEALTH CARE JOINT VENTURE - BOTH OF WHICH PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. 5725349 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 1 30 0 1 128 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 1 1 CA X TRICIA SMITH 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 25.00 15.00 X X 375678 0 15425 IRA R ALPERT DIRECTOR/CHAIR 2.50 2.50 X X 2000 0 0 TED J GREENBERG DIRECTOR/SECRETARY 0.50 0.50 X X 2000 0 0 TOM SHERMAN DIRECTOR 0.50 0.50 X 2000 0 0 GARY HARKINS DIRECTOR 0.50 0.50 X 1500 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 1500 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 30.00 10.00 X 183065 0 34225 LAURIE SMITH VICE PRESIDENT - HOME HEALTH 32.00 8.00 X 171833 0 32225 RONALD YUKELSON CHIEF OPERATIONS AND STRATEGY 24.00 16.00 X 199476 0 27725 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 24.00 16.00 X 319372 0 33372 JOEL K MEDINGER PHYSICAL THERAPIST 40.00 X 132265 0 15425 JANICE SANDERFER DIRECTOR OF COMPLIANCE 40.00 X 145141 0 20124 JUSTIN VICTOR PHYSICAL THERAPIST 40.00 X 121701 0 27717 JOANN LABRUZZO REGISTERED NURSE 40.00 X 119451 0 20311 1776982 0 226549 18 0 1 0 CROSSROADS TECHNOLOGIES INC PO BOX 6528 WYOMISSING PA 19610 IT SUPPORT, LICENSES, AND EQUIPMENT 582607 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 BILLING SOFTWARE 196371 CONNECTED HOME LIVING 15405 LOS GATOS BLVD STE 203 LOS GATOS CA 95032 PATIENT SERVICES 192650 FOLEY & LARDNER LLP 555 CALIFORNIA ST STE 1700 SAN FRANCISCO CA 94104 LEGAL COUNSEL 182675 COMPHEALTH MEDICAL STAFFING 7259 BINGHAM JCT BLVD MIDVALE UT 84047 CONTRACTED STAFFING (RN, THERAPISTS) 107333 5 14950 14950 PATIENT SERVICES 621610 5422862 5422862 5422862 41433 41433 8981409 5810490 3170919 3170919 3170919 MANAGMENT FEE INCOME 561000 1784871 1784871 INCOME FROM JOINT VENTURE 623000 389387 389387 MISCELLANEOUS 624100 -9943 -9943 2164315 10814479 7587177 0 3212352 890313 89103 801210 4384952 3385216 783539 216197 133251 32891 100360 453897 355604 81913 16380 365126 196154 156774 12198 138387 138387 161000 161000 112935 85240 27695 239118 170220 68898 301006 257726 43280 384401 278926 105475 197637 178712 18274 651 34873 1709 33164 70378 47093 23285 102287 35387 66900 OUTSIDE SERVICES 355974 292278 63696 OUTSIDE THERAPISTS 243052 243052 SUPPLIES 79800 54915 24885 RECRUITMENT AND RETENTI 64206 2992 61214 105341 18131 87210 8817934 5725349 2822274 270311 191366 409585 551474 6475898 872162 714806 9795 68917 68026 602020 462253 139506 139767 257245 219868 6696273 8241555 8786738 16269505 1623855 1766380 20289 20289 89148 963842 6445079 2607986 8320896 X 6096799 7943214 81953 5395 6178752 7948609 8786738 16269505 1996545 -226688 0 X X 0 1 X 1 0 X 35171 119907 52508 20910 14950 243446 6751384 6190657 5913364 5915550 5422862 30193817 6786555 6310564 5965872 5936460 5437812 30437263 2985 10070 1500 4000 18555 0 2985 10070 1500 4000 18555 30418708 805 6859 4109 7373 44215 63361 805 6859 4109 7373 44215 63361 1666881 1699021 1560952 2037898 6159156 13123908 8454241 8016444 7530933 7981731 11641183 43624532 0.69730 0.79570 0.00150 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136790 131842 4948 465230 330411 134819 139767 INVESTMENT IN AFFILIATES 8213618 DEPOSITS 27937 8241555 DEFERRED RETIREMENT BENEFITS 703766 ECONOMIC INJURY DISASTER LOAN 150000 DUE TO AFFILIATE 5591313 6445079 X PART X, LINE 2: FROM AUDITED FINANCIAL STATEMENTS FOOTNOTE: THE ORGANIZATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD IMPACT THE ORGANIZATION'S TAX-EXEMPT STATUS. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FASB (ASC). THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. X X X X 0 0 0 0 0 0 0 1 0 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 375678 0 0 0 0 0 7200 0 8225 0 391103 0 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 319372 0 0 0 0 0 26000 0 7372 0 352744 0 0 0 RONALD YUKELSON CHIEF OPERATIONS AND STRATEGY 199476 0 0 0 0 0 19500 0 8225 0 227201 0 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 183065 0 0 0 0 0 26000 0 8225 0 217290 0 0 0 LAURIE SMITH VICE PRESIDENT - HOME HEALTH 171833 0 0 0 0 0 24000 0 8225 0 204058 0 0 0 JANICE SANDERFER DIRECTOR OF COMPLIANCE 145141 0 0 0 0 0 11899 0 8225 0 165265 0 0 0 PART I, LINE 7 THE CEO/PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS. A PERCENTAGE OF COMPENSATION IS BASED UPON A PRE-DETERMINED SET OF GOALS AND OBJECTIVES. FOLLOWING THE END OF THE FISCAL YEAR, THE BOARD OF DIRECTORS REVIEWS THESE GOALS AND OBJECTIVES TO SEE IF THEY HAVE BEEN MET AND TO DETERMINE INCENTIVE COMPENSATION, IF ANY. LAURIE SMITH MOTHER OF PRESIDENT/CEO 186599 VICE PRESIDENT OF HOME HEALTH AND HOSPICE - SALARY & BENEFITS 0 50 % SHARE IN COASTAL LLC 2021-08-31 8979049 CONTRACTUAL SALE PRICE (PROCEEDS PLUS LIABILITIES) 770411900 COMPASS HOLDING INC 200 S 13TH ST 205 GROVER BEACH CA 93433 CORPORATION 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE VICE PRESIDENT OF HOME HEALTH AND HOSPICE IS THE MOTHER OF THE CEO. SEE SCHEDULE L. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURNS IS PROVIDED TO ALL BOARD MEMBERS. THE BOARD MEMBERS REVIEW THE RETURNS AND ARE ENCOURAGED TO ASK THE PREPARER ANY QUESTIONS THEY MIGHT HAVE. ABSENT ANY OBJECTIONS, THE RETURNS ARE FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH THEIR CONFLICT OF INTEREST QUESTIONNAIRES PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD HAS A SEPARATE COMPENSATION COMMITTEE MADE UP OF ALL EXTERNAL AND NON-INTERESTED PARTIES. THIS COMMITTEE OBTAINS INDUSTRY AVERAGE COMPENSATION DATA FOR THE CEO POSITION FROM AN INDEPENDENT CONSULTANT. THIS DATA IS THEN USED IN THE DECISION MAKING PROCESS OF THE COMPENSATION COMMITTEE TO SET THE CEO'S SALARY. OTHER FACTORS ARE ALSO CONSIDERED INCLUDING RESULTS OF OPERATIONS AND ACHIEVEMENT OF OTHER ORGANIZATION GOALS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS OF THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS HAS NOT CHANGED. 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