2020-03-16T15:08:28-05:00 2019-06-30 954538761 GORELICK & USLANER CPAS A PROF CORP 15260 VENTURA BLVD STE 1705 SHERMAN OAKS CA 91403 990 2018-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE PRESIDENT 8055477025 2020-03-04 1 BRUCE BURG P00264515 8187865656 35.166.13.77 2020-03-04 06:13:52 PS P 948F9F6D512ACF69A6A64F6A93C6BC44E1A049AE 948F9F6D512ACF69A6A64F6A93C6BC44E1A049AE 2018 2020-09-23 17:36:50Z TRICIA RITCHIE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 8039608 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 5 120 4 120 -40 35171 119907 6751384 6190657 -315 6859 1648465 1615677 8434705 7933100 44750 40000 0 0 5891718 6201369 0 0 303103 2717066 3031106 8653534 9272475 -218829 -1339375 8368285 6790602 1933747 2455204 6434538 4335398 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 5864993 40000 7889558 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. 5864993 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 43 0 1 120 1 0 0 0 0 0 1 1 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 RITCHIE 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE PRESIDENT/DIRECTOR 25.00 15.00 X X 373931 0 16800 IRA R ALPERT DIRECTOR/CHAIR 3.50 1.50 X 2000 0 0 TED J GREENBERG SECRETARY/DIRECTOR 0.50 0.50 X X 2000 0 0 TOM SHERMAN DIRECTOR 0.50 0.50 X 500 0 0 GARY HARKINS DIRECTOR 0.50 0.50 X 2000 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 1100 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 24.00 16.00 X 179156 0 17691 LAURIE SMITH VICE PRESIDENT OF HOME HEA 24.00 16.00 X 173280 0 8334 RONALD YUKELSON CHIEF OPERATIONS AND STRAT 24.00 16.00 X 118479 0 5200 JOEL K MEDINGER PHYSICAL THERAPIST 40.00 X 146143 0 9600 JANICE SANDERFER DIRECTOR OF COMPLIANCE 40.00 X 133981 0 8396 CORTNIE MUNIZ PHYSICAL THERAPIST 40.00 X 129348 0 1766 LUIZA BROWN DIRECTOR OF CLINICAL OPERATIONS 40.00 X 121585 0 2900 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 16.00 24.00 X 320000 0 25600 1703503 0 96287 11 0 1 0 CARESTAFF PARTNERS LLC PO BOX 601959 CHARLOTTE NC 28260 STAFFING 171292 FOLEY & LARDNER LLP 555 S FLOWER ST 3500 LOS ANGELES CA 90071 LEGAL SERVICES 167960 FUSION MEDICAL STAFFING PO BOX 82674 LINCOLN NE 68501 STAFFING 158098 CORE MEDICAL GROUP 3000 GOFFS FALLS RD 101 MANCHESTER NH 03103 STAFFING 133752 4 99764 20143 15202 119907 PATIENT SERVICES 621610 6190657 6190657 6190657 6859 6859 23164 99764 106508 -83344 -83344 INC FROM SUB THRU K-1 623000 1152068 1152068 MANAGEMENT FEE INCOME 561000 544770 544770 MISCELLANEOUS 624100 2063 2063 120 120 1699021 7933100 7889558 120 -76485 40000 40000 811307 68967 742340 4415948 3232923 934182 248843 101820 35434 62791 3595 511191 338508 146177 26506 361103 241228 103962 15913 76538 76538 217869 217869 70146 45339 24807 248554 149011 99543 316835 213187 103648 344128 253149 90979 234644 210599 21764 2281 52515 4388 48127 3167 3167 75273 52065 23208 87738 4780 82958 OUTSIDE THERAPISTS 549317 549317 OUTSIDE SERVICES 293065 261717 31348 MISCELLANEOUS 282726 18130 264596 SUPPLIES 70300 64335 5965 108291 81916 26375 9272475 5864993 3104379 303103 224437 180655 450190 373176 769689 659116 3004246 2149845 9899 9566 130457 136725 586975 403324 225019 183651 135415 176609 3418933 2921259 8368285 6790602 932617 1507817 40000 55193 36365 23531 924765 868663 1933747 2455204 X 6385279 4285855 2534 2818 46725 46725 6434538 4335398 8368285 6790602 X -1339375 -759765 X X 0 1 X 1 0 X 1919 5972 1112 35171 119907 164081 10645070 10383773 7474320 6751384 6190657 41445204 10646989 10389745 7475432 6786555 6310564 41609285 2985 10070 13055 0 2985 10070 13055 41596230 1386 541 2585 805 6859 12176 1386 541 2585 805 6859 12176 1424007 1293678 1332582 1666881 1699021 7416169 12072382 11683964 8810599 8454241 8016444 49037630 0.84830 0.87190 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132401 118799 13602 454574 284525 170049 183651 INVESTMENT IN AFFILIATES 2875532 DEPOSITS 30886 GOODWILL 14841 2921259 DEFERRED RETIREMENT BENEFITS 868663 868663 X 16049325 9814194 9814194 6235131 1697969 1697969 7933100 18148465 8875990 8875990 9272475 0 9272475 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, 2018, 2017 AND 2016 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 924,259. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 7,644,191. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 945,307. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE MGMT SERVICES 138,795. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - WILSHIRE CONNECTED CARE 161,642. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 1,152,068. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 1,131. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 544,770. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 7,088,288. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 199,332. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 1,114,828. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 473,542. DIAMOND DAZZLING BALL 122928 99764 23164 19864 28169 4701 17618 36156 122928 99764 23164 19864 28169 4701 17618 36156 106508 -83344 1 ACCRUED CURRENTLY UNSPENT 40000 ACCRUED, CURRENTLY UNSPENT PART I, LINE 2: GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS WITHOUT RESTRICTIONS. THERE IS NO FORMAL MONITORING OF THE USE OF FUNDS. X X X X 0 1 0 0 0 0 0 1 0 TRICIA RITCHIE PRESIDENT/DIRECTOR 339806 0 34125 0 0 0 7200 0 9600 0 390731 0 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 179156 0 0 0 0 0 8958 0 8733 0 196847 0 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEA 173280 0 0 0 0 0 0 0 8334 0 181614 0 0 0 JOEL K MEDINGER PHYSICAL THERAPIST 146143 0 0 0 0 0 0 0 9600 0 155743 0 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 320000 0 0 0 0 0 16000 0 9600 0 345600 0 0 0 PART I, LINE 4B EMPLOYEES PARTICIPATING IN THE NONQUALIFIED 457(B) PLAN, AND THE CONTRIBUTIONS ACCRUED FOR THE YEAR ENDING JUNE 30, 2019: TRICIA RITCHIE - $7,200 LAURIE SMITH - $0 DAVID OLIVER - $8,958 KEVIN PARZYCH - $16,000 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 137935 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 -228,940. NET LOSS OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS -530,825. 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 1153199 3797830 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 -60538 51740 1.00000 0 WILSHIRE CONNECTED CARE 285 SOUTH ST SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C -335577 148604 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 O 1240053 HOSPICE PARTNERS INC Q 575868 HOSPICE PARTNERS INC R 642583 HOSPICE PARTNERS INC S 4526713 WILSHIRE COMMUNITY SERVICES O 884074 WILSHIRE COMMUNITY SERVICES Q 815285 WILSHIRE COMMUNITY SERVICES S 1777163 WILSHIRE MANAGEMENT SERVICES INC Q 105653 WILSHIRE MANAGEMENT SERVICES INC S 75000 WILSHIRE CONNECTED CARE O 348741 WILSHIRE CONNECTED CARE Q 112309 WILSHIRE COMMUNITY SERVICES N 60600