2025-04-30T16:37:31-05:00 2024-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2023-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT/CEO 8055477025 2025-04-29 1 1 KIMBERLYN SPILLER P01491937 8058880242 2023 2025-03-06 01:10:19Z TRICIA SMITH 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 6707055 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. 7 5 120 0 0 0 13747 27136 6467782 6565778 89776 109890 9135 4251 6580440 6707055 0 0 0 0 7201048 6558502 0 0 95972 1176594 2329530 8377642 8888032 -1797202 -2180977 16651700 13702366 11538397 4215514 5113303 9486852 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 5139508 6570029 OPERATION OF A HOME HEALTH AGENCY WHICH PROVIDES HEALTH CARE SERVICES TO THE PUBLIC. 5139508 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 0 0 1 1 1 0 0 1 27 0 1 120 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 40.00 X X 475557 0 16285 DAVID OLIVER DIRECTOR/VP OF HR 40.00 X X 230960 0 38910 IRA R ALPERT DIRECTOR/CHAIR 3.50 1.50 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 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 2000 0 0 ANDREA PORTNEY DIRECTOR 0.50 0.50 X 1000 0 0 BARBARA JENNINGS CFO 40.00 X 135185 0 32881 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 2.00 39.00 X 400612 0 31568 WILLIS KESSINGER HOME HEALTH AND HOSPICE ADMINISTRATOR 20.00 20.00 X 179092 0 13832 CONSTANCE L DYKHOUSE MANAGER 40.00 X 142199 0 0 CORTNIE M MUNIZ PHYSICAL THERAPIST 37.00 X 136138 0 5964 TRAVIS J SMITH PHYSICAL THERAPIST 41.00 X 132868 0 13716 JANICE A SANDERFER DIRECTOR OF COMPLIANCE 20.00 20.00 X 137680 0 23058 1979291 0 176214 23 0 1 0 CROSSROADS TECHNOLOGIES INC PO BOX 6528 WYOMISSING PA 19610 IT SUPPORT, LICENSES, AND EQUIPMENT 630637 VENTURA MEDSTAFF LLC PO BOX 8637 OMAHA NE 68108 TRAVEL STAFF 389754 IGNITION36 MEDIA 1643 SUMMER CREEK LANE PASO ROBLES CA 93446 MEDIA PRODUCTION,MARKETING, BRAND STRATE 222172 AMN HEALTHCARE INC 2735 COLLECTION CENTER DRIVE CHICAGO IL 60693 TRAVEL STAFF 215197 RN NETWORK PO BOX 974088 DALLAS TX 75397 TRAVEL STAFF 202777 5 27136 27136 PATIENT SERVICES 621610 6565778 6565778 6565778 109890 109890 MISCELLANEOUS 624100 4251 4251 4251 6707055 6570029 0 109890 X 899235 803263 95972 4703407 2792349 1911058 113914 36027 77887 442784 251121 191663 399162 219046 180116 6971 6971 36034 36034 220850 4943 215907 514425 32048 482377 340426 340426 246550 181302 65248 4139 4139 4252 4252 75943 75943 119482 119482 OUTSIDE THERAPISTS 1508978 1508978 OUTSIDE SERVICES 359531 68226 291305 BILLING SERVICES 213297 213297 TAXES AND LICENSES 110886 110886 -1432234 45468 -1477702 8888032 5139508 3652552 95972 18369 70351 4126943 959904 645645 493881 231787 105252 875599 596803 117430 278796 354261 353833 11157265 11440349 16651700 13702366 1495497 1811722 20289 7401 63747 35877 9958864 2360514 11538397 4215514 X 5103157 9470939 10146 15913 5113303 9486852 16651700 13702366 X -2180977 6554526 X X 0 1 X 1 0 X 52508 20910 14950 13747 18868 120983 5913364 5915550 5422862 6467782 6565778 30285336 5965872 5936460 5437812 6481529 6584646 30406319 1500 4000 5275 4030 14805 0 1500 4000 5275 4030 14805 30391514 4109 7373 44215 89777 109890 255364 4109 7373 44215 89777 109890 255364 1560952 2037898 6159156 9135 4215 9771356 7530933 7981731 11641183 6580441 6698751 40433039 0.75170 0.72120 0.00630 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142029 135418 6611 19626 15462 4164 713944 445923 268021 278796 INVESTMENT IN AFFILIATES 9825405 DEPOSITS 38430 OPERATING RIGHT-OF-USE ASSET 1576514 11440349 DEFERRED RETIREMENT BENEFITS 597764 ECONOMIC INJURY DISASTER LOAN 150947 OPERATING RIGHT OF USE LIABILITIES 1611803 2360514 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, 2024 AND 2023, 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 475557 0 0 0 0 0 7200 0 9085 0 491842 0 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 400612 0 0 0 0 0 29688 0 1880 0 432180 0 0 0 DAVID OLIVER DIRECTOR/VP OF HR 230960 0 0 0 0 0 30000 0 8910 0 269870 0 0 0 WILLIS KESSINGER HOME HEALTH AND HOSPICE ADMINISTRATO 179092 0 0 0 0 0 5431 0 8401 0 192924 0 0 0 BARBARA JENNINGS CFO 135185 0 0 0 0 0 7667 0 25214 0 168066 0 0 0 JANICE A SANDERFER DIRECTOR OF COMPLIANCE 137680 0 0 0 0 0 11310 0 11748 0 160738 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. JAYSEN SMITH BROTHER OF PRESIDENT/CEO 107132 SALES ACCOUNT REPRESENTATIVE - SALARIES & BENEFITS - TOTAL WAGES REPORTED WERE ALLOCATED 50/50 TO A RELATED ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 2 THE FORMER 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 IX, LINE 24E DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 66,660. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,660. SUPPLIES: PROGRAM SERVICE EXPENSES 45,468. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,468. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,434. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,434. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,650. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,650. PHARMACY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,339. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,339. MANAGEMENT FEES - COSTS ALLOCATED TO RELATED ENTITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -1,559,785. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1,559,785. FORM 990, PART XI, LINE 9: INVESTMENT IN AFFILIATE PRIOR BALANCE CONTRIBUTED TO NET ASSETS 6,554,526. FORM 990, PART XII, LINE 2C: THE PROCESS OF THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS HAS NOT CHANGED. HOSPICE PARTNERS INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 770475425 OPERATES HOSPICE AGENCY & A THRIFT STORE CA 501(C)(3) LINE 7 N/A 0 WILSHIRE COMMUNITY SERVICES 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 205885093 SENIOR SERVICE PROGRAMS, MEDIATION, FACILITATION & TRAINING SERVICES CA 501(C)(3) LINE 7 N/A 0 WILSHIRE MANAGEMENT SERVICES INC 285 SOUTH ST SUITE J SAN LUIS OBISPO CA 93401 954570093 BACK OFFICE SUPPORT FOR HEALTCHARE ORGANIZATIONS CA N/A C 1.00000 0 WILSHIRE CONNECTED CARE 285 SOUTH ST SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 HOSPICE PARTNERS INC N 10912 HOSPICE PARTNERS INC O 453891 HOSPICE PARTNERS INC Q 3357 HOSPICE PARTNERS INC P 866279 HOSPICE PARTNERS INC S 3060000 HOSPICE PARTNERS INC R 785000 WILSHIRE COMMUNITY SERVICES N 113810 WILSHIRE COMMUNITY SERVICES P 209235 WILSHIRE COMMUNITY SERVICES S 1140000 WILSHIRE COMMUNITY SERVICES O 1287578 WILSHIRE COMMUNITY SERVICES R 92188 WILSHIRE CONNECTED CARE S 704000 WILSHIRE CONNECTED CARE N 43264 WILSHIRE CONNECTED CARE O 338272 WILSHIRE CONNECTED CARE P 259724 WILSHIRE MANAGEMENT SERVICES INC S 1572000 WILSHIRE MANAGEMENT SERVICES INC P 285501 WILSHIRE MANAGEMENT SERVICES INC N 158891 WILSHIRE MANAGEMENT SERVICES INC O 798939