2021-05-17T16:28:34-05:00 2020-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2019-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT 8055477025 2021-05-17 1 GARY JENSEN P01491879 8058880200 2019 2022-09-23 18:48:47Z TRICIA SMITH 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 7530100 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. 6 5 116 5 0 0 119907 52508 6190657 5913364 6859 4109 1615677 1560119 7933100 7530100 40000 0 0 0 6201369 5967560 0 0 98881 3031106 2604526 9272475 8572086 -1339375 -1041986 6790602 9570137 2455204 4507790 4335398 5062347 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 5520163 7473483 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. 5520163 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 43 0 116 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 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 363933 0 8750 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 1800 0 0 TOM SHERMAN DIRECTOR 0.50 0.50 X 1500 0 0 GARY HARKINS DIRECTOR 0.50 0.50 X 2000 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 1000 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 24.00 16.00 X 182986 0 8413 LAURIE SMITH VICE PRESIDENT OF HOME HEALTH 24.00 16.00 X 147866 0 7272 RONALD YUKELSON CHIEF OPERATIONS AND STRATEGY 24.00 16.00 X 192349 0 8750 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 16.00 24.00 X 315146 0 0 JOEL K MEDINGER PHYSICAL THERAPIST 40.00 X 152019 0 8750 JANICE SANDERFER DIRECTOR OF COMPLIANCE 40.00 X 133329 0 7936 CORTNIE MUNIZ PHYSICAL THERAPIST 40.00 X 127022 0 1766 LUIZA BROWN DIRECTOR OF CLINICAL OPERATIONS 40.00 X 110980 0 8750 1733930 0 60387 14 0 1 0 CROSSROADS TECHNOLOGIES INC PO BOX 6528 WYOMISSING PA 19610 IT SUPPORT 301710 COMPHEALTH MEDICAL STAFFING PO BOX 97260 DALLAS TX 75397 STAFFING 197249 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 IT SUPPORT 165358 CONNECTED HOME LIVING 15405 LOS GATOS BLVD STE 203 LOS GATOS CA 95032 STAFFING, LICENSES AND TELEHEALTH KITS 112611 SELECT DATA LLC 4155 E LA PALMA SUITE 250 ANAHEIM CA 92807 REVIEW AND CODING SUPPORT 111161 5 52508 52508 PATIENT SERVICES 621610 5913364 5913364 5913364 4109 4109 MANAGMENT FEE INCOME 561000 665860 665860 INC FROM SUB THRU K-1 623000 638100 638100 MISCELLANEOUS 624100 256159 256159 1560119 7530100 7473483 0 4109 758521 82502 676019 4226512 3031650 1111877 82985 80793 24178 56615 543150 421176 120097 1877 358584 184669 171153 2762 69048 69048 147989 147989 82368 47428 34940 211018 140789 70229 319937 234760 85177 347232 252261 94971 222621 198454 24167 33432 763 32669 72307 51041 21266 81555 4070 77485 OUTSIDE THERAPISTS 444961 444961 OUTSIDE SERVICES 304584 244290 60294 RECRUITMENT AND RETENTI 54694 28291 26403 DUES AND SUBSCRIPTIONS 52631 18541 34090 160149 110339 38553 11257 8572086 5520163 2953042 98881 180655 397700 373176 2837319 659116 807791 2149845 9566 9795 136725 104995 553386 432555 183651 120831 176609 184283 2921259 5107423 6790602 9570137 1507817 1488449 55193 29186 23531 10696 868663 2979459 2455204 4507790 X 4285855 5014805 49543 47542 4335398 5062347 6790602 9570137 X -1041986 1768935 X X 0 1 X 1 0 X 5972 1112 35171 119907 52508 214670 10383773 7474320 6751384 6190657 5913364 36713498 10389745 7475432 6786555 6310564 5965872 36928168 2985 10070 1500 14555 0 2985 10070 1500 14555 36913613 541 2585 805 6859 4109 14899 541 2585 805 6859 4109 14899 1293678 1332582 1666881 1699021 1560952 7553114 11683964 8810599 8454241 8016444 7530933 44496181 0.82960 0.84830 0.00030 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132975 126339 6636 420411 306216 114195 120831 INVESTMENT IN AFFILIATES 5083495 DEPOSITS 9087 GOODWILL 14841 5107423 DEFERRED RETIREMENT BENEFITS 810213 ADVANCE - PPP FUNDS 1775800 ECONOMIC INJURY DISASTER LOAN 150000 DUE TO AFFILIATE 243446 2979459 X 18091965 11866658 11866658 6225307 1304793 1304793 7530100 17365016 8792930 8792930 8572086 0 8572086 PART X, LINE 2: SINCE WILSHIRE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, NO PROVISION IS MADE FOR CURRENT OR DEFERRED TAXES. WILSHIRE'S RETURNS FOR THE YEARS ENDED JUNE 30, 2019, 2018 AND 2017 ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY THREE YEARS AFTER THEY ARE FILED. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT INCOME NOT REPORTED ON THIS RETURN-COASTAL LLC 1,212,934. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-HOSPICE PARTNERS, INC. 9,107,863. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 1,138,202. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-WILSHIRE MGMT SERVICES 159,816. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-WILSHIRE CONNECTED CARE 247,843. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 667,721. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 835. LESS SECTION 179 DEDUCTION FROM SUBSIDIARY THRU K-1 - COASTAL LLC -29,623. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 665,860. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-HOSPICE PARTNERS, INC. 6,766,945. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE MGMT SERVICES 164,793. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 1,270,768. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE CONNECTED CARE 590,424. X X X X 0 0 0 0 0 0 0 1 0 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 363933 0 0 0 0 0 0 0 8750 0 372683 0 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 182986 0 0 0 0 0 0 0 8413 0 191399 0 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEALTH 147866 0 0 0 0 0 0 0 7272 0 155138 0 0 0 RONALD YUKELSON CHIEF OPERATIONS AND STRATEGY 192349 0 0 0 0 0 0 0 8750 0 201099 0 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 315146 0 0 0 0 0 0 0 0 0 315146 0 0 0 JOEL K MEDINGER PHYSICAL THERAPIST 152019 0 0 0 0 0 0 0 8750 0 160769 0 0 0 PART I, LINE 7 THE CEO/PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS. 10.5% 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 165005 VICE PRESIDENT OF HOME HEALTH AND HOSPICE 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 XI, LINE 9: ADJUST INCOME FROM INVESTMENT IN LLC PER K-1 574,001. NET INCOME OF SUBSIDIARIES REPORT ON SEPARATE RETURNS 1,194,934. 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 COASTAL LLC 200 S 13TH ST 205 GROVER BEACH CA 93433 770411900 OPERATES SKILLED NURSING FACILITIES CA N/A RELATED 638933 3754070 0 1 0.50000 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 -16007 75840 1.00000 0 WILSHIRE CONNECTED CARE 285 SOUTH ST SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C -388561 118051 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 42744 HOSPICE PARTNERS INC O 1276068 HOSPICE PARTNERS INC Q 28919 HOSPICE PARTNERS INC P 1034033 HOSPICE PARTNERS INC R 129770 HOSPICE PARTNERS INC S 5548657 WILSHIRE COMMUNITY SERVICES N 73945 WILSHIRE COMMUNITY SERVICES O 924259 WILSHIRE COMMUNITY SERVICES P 205746 WILSHIRE COMMUNITY SERVICES S 729000 WILSHIRE MANAGEMENT SERVICES INC N 15343 WILSHIRE MANAGEMENT SERVICES INC O 122705 WILSHIRE MANAGEMENT SERVICES INC P 49626 WILSHIRE MANAGEMENT SERVICES INC S 111000 WILSHIRE CONNECTED CARE N 4675 WILSHIRE CONNECTED CARE O 459100 WILSHIRE CONNECTED CARE P 95016 WILSHIRE CONNECTED CARE S 302987