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 770475425 HOSPICE PARTNERS INC HOSP 8055477025 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT/CEO 8055477025 2025-04-29 1 0 KIMBERLYN SPILLER P01491937 8058880241 2023 2025-03-06 01:10:19Z TRICIA SMITH 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 7982503 0 X WWW.WILSHIREHCS.ORG X 1998 CA OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE. 7 5 93 99 0 0 1552529 795243 10968626 7087033 12780 22246 3443 -14973 12537378 7889549 0 0 0 0 5617934 5089017 0 0 0 4779404 4930760 10397338 10019777 2140040 -2130228 9493053 7868436 893193 1398804 8599860 6469632 OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE. 0 0 5277162 7087033 HOSPICE SERVICES - HOSPICE PARTNERS PROVIDES A COMPREHENSIVE AND PROGRESSIVE HOSPICE PROGRAM, INCLUDING HANDS-ON HOSPICE CARE. HOSPICE CARE IS A FAMILY-CENTERED APPROACH THAT INCLUDES, AT A MINIMUM, A TEAM OF DOCTORS, NURSES, SOCIAL WORKERS, COUNSELORS, AND TRAINED VOLUNTEERS. THEY WORK COLLABORATIVELY - FOCUSING ON THE DYING PATIENT'S NEEDS, BE THEY PHYSICAL, PSYCHOLOGICAL, OR SPIRITUAL. THE GOAL IS TO HELP KEEP THE PATIENT IN THE ENVIRONMENT OF CHOICE, AS PAIN AND SYMPTOM-FREE AND LUCID AS DESIRED, WITH LOVED ONES NEARBY UNTIL DEATH.IN ADDITION, HOSPICE PARTNERS ALSO PROVIDES MANY ADDITIONAL HOSPICE RELATED SERVICES SUCH AS COMMUNITY EDUCATION, MUSIC THERAPY AND PET THERAPY TO HOSPICE PATIENTS, AND EXTENDED ONE-ON-ONE BEREAVEMENT COUNSELING. 5277162 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 14 0 1 93 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 0 0 1 1 1 1 1 1 1 1 0 0 0 CA X TRICIA SMITH 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 1.00 40.00 X X 0 475557 16285 DAVID OLIVER DIRECTOR/VP OF HR 1.00 40.00 X X 0 230960 38910 IRA R ALPERT DIRECTOR/CHAIR 1.50 3.50 X X 0 2000 0 TED J GREENBERG DIRECTOR/SECRETARY 0.50 0.50 X X 0 2000 0 TOM SHERMAN DIRECTOR 0.50 0.50 X 0 2000 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 0 2000 0 ANDREA PORTNEY DIRECTOR 0.50 0.50 X 0 1000 0 BARBARA JENNINGS CFO 1.00 40.00 X 0 135185 32881 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 12.00 29.00 X 0 400612 31568 BARBARA DEFIRMIAN PHYSICIAN 36.00 X 199848 0 19985 LYNN ROWLETT REGISTERED NURSE 46.00 X 140368 0 1292 CAROL ANDREATTA REGISTERED NURSE 47.00 X 135052 0 24862 WILLIS KESSINGER HOME HEALTH AND HOSPICE ADMINISTRATOR 20.00 20.00 X 0 179092 13832 JANICE A SANDERFER DIRECTOR OF COMPLIANCE 20.00 20.00 X 0 137680 23058 475268 1568086 202673 8 0 1 0 BAYSIDE CARE CENTER 1405 TERESA DRIVE MORRO BAY CA 93442 LONG TERM CARE FACILITY 251196 MARVEL MEDICAL STAFFING LLC 9394 W DODGE RD 300 OMAHA NE 68114 MEDICAL STAFFING AGENCY 229497 AYA HEALTHCARE INC 5930 CORNERSTONE COURT WEST SUITE 3 SAN DIEGO CA 92121 TRAVEL NURSING AGENCY 227218 FOLEY & LARDNER LLP 555 CALIFORNIA STREET SUITE 1700 SAN FRANCISCO CA 94104 LAW FIRM 160702 OPTUM HOSPICE PHARMACY SERVICES 4525 EXECUTIVE PARK DRIVE MONTGOMERY AL 36116 PHARMACY SERVICES 149895 5 78765 716478 639760 795243 PATIENT SERVICES 621610 7087033 7087033 7087033 22246 22246 77915 78765 92954 -15039 -15039 NON-OPERATING REVENUE 621610 66 66 66 7889549 7087033 0 7273 4291455 2869806 1421649 47132 30438 16694 413170 228449 184721 337260 225845 111415 1137755 1137755 835818 835818 6996 15 6981 128097 4603 123494 291066 37902 253164 399107 139817 259290 169200 127378 41822 465 465 4848 4848 29667 2226 27441 82962 9155 73807 OUTSIDE SERVICES - OTHE 581590 484306 97284 HOSPITALS AND CONVALESC 351634 351634 BILLING SERVICES 285156 285156 PHARMACY 156082 154548 1534 470317 325884 144433 10019777 5277162 4742615 0 625280 239852 1131551 136458 835444 449747 56450 72640 46411 7218 677541 633603 70513 43938 6727404 6918583 9493053 7868436 737407 1247857 1350 154436 150947 893193 1398804 X 8527777 6387235 72083 82397 8599860 6469632 9493053 7868436 -2130228 0 X X 0 1 X 1 0 X 1525717 461196 966677 713130 637712 4304432 1525717 461196 966677 713130 637712 4304432 781569 3522863 10534 17972 -8066 12780 22246 55466 -11656 52781 52967 3264 -15039 82317 4442215 41819112 0.79300 0.80820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72083 12311 -1997 82397 68784 7159 -3860 72083 81954 -10768 -2402 68784 70042 14192 -2280 81954 70049 2096 -2103 70042 1.00000 1 0 105225 91293 13932 447242 421571 25671 125074 120739 4335 43938 DEPOSITS 6550 DUE FROM AFFILIATE 6912033 6918583 ECONOMIC INJURY DISASTER LOAN 150947 150947 X PART X, LINE 2: HOSPICE PARTNERS, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WHICH INCLUDED THE FOLLOWING UNCERTAIN TAX POSITION NOTE: 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. LIGHT UP A LIFE 14945 14945 4812 HOEDOWN 141735 63820 77915 14605 30975 19561 6381 16620 156680 78765 77915 14605 30975 19561 6381 21432 92954 -15039 0 0 0 0 0 0 0 1 0 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 0 475557 0 0 0 0 0 7200 0 9085 0 491842 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 0 400612 0 0 0 0 0 29688 0 1880 0 432180 0 0 DAVID OLIVER DIRECTOR/VP OF HR 0 230960 0 0 0 0 0 30000 0 8910 0 269870 0 0 BARBARA DEFIRMIAN PHYSICIAN 199848 0 0 0 0 0 19985 0 0 0 219833 0 0 0 WILLIS KESSINGER HOME HEALTH AND HOSPICE ADMINISTRATO 0 179092 0 0 0 0 0 5431 0 8401 0 192924 0 0 BARBARA JENNINGS CFO 0 135185 0 0 0 0 0 7667 0 25214 0 168066 0 0 JANICE A SANDERFER DIRECTOR OF COMPLIANCE 0 137680 0 0 0 0 0 11310 0 11748 0 160738 0 0 CAROL ANDREATTA REGISTERED NURSE 135052 0 0 0 0 0 4468 0 20394 0 159914 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 X 639760 RESALE VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 THE FORMER VICE PRESIDENT OF HOME HEALTH AND HOSPICE IS THE MOTHER OF THE CEO. FORM 990, PART VI, SECTION A, LINE 8B N/A - THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURNS ARE 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 QUESTIONNAIRES PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A. & 15B. THE CEO AND OTHER OFFICERS DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION. COMPENSATION OF THE ADMINISTRATORS IS DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS FOR THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEARS. WILSHIRE HEALTH & COMMUNITY SERVICES INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 952374185 OPERATES A HOME HEALTH AGENCY & AN INVESTMENT IN A HEALTH CARE JV CA 501(C)(3) LINE 10 N/A 0 WILSHIRE COMMUNITY SERVICES INC 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 STREET SUITE J SAN LUIS OBISPO CA 93401 954570093 OPERATES BACK OFFICE SERVICES FOR OTHER ENTITIES CA N/A C 0 WILSHIRE CONNECTED CARE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 WILSHIRE HEALTH & COMMUNITY SERVICES INC N 10912 WILSHIRE HEALTH & COMMUNITY SERVICES INC O 453891 WILSHIRE HEALTH & COMMUNITY SERVICES INC P 3357 WILSHIRE HEALTH & COMMUNITY SERVICES INC Q 866279 WILSHIRE HEALTH & COMMUNITY SERVICES INC R 3060000 WILSHIRE HEALTH & COMMUNITY SERVICES INC S 785000