WILSHIRE HEALTH AND COMMUNITY SERVICES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILSHIRE HEALTH AND COMMUNITY SERVICES INC (EIN 95-2374185)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-29
- IRS object ID
- 201940889349301304
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-29T15:45:06-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954538761 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORELICK & USLANER CPAS A PROF CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15260 VENTURA BLVD STE 1705 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952374185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSHIRE HEALTH AND COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 8055477025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH STREET SUITE J | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRICIA RITCHIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8055477025 | PhoneNum |
| Signature | 2019-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE BURG | PreparerPersonNm |
| PTIN | P00264515 | PTIN |
| Phone | 8187865656 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 35.166.13.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-14 | IPDt |
| IP Tm | 07:21:24 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D317A16BCB3B27E6B6C3A217F0FAF7902E4EE32 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22F9CDDD314DD2DB1D3D5E0A1FA819340C3E30C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRICIA RITCHIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH STREET SUITE J | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,463,889 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILSHIREHCS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 124 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $165 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$55 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,112 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,474,320 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,751,384 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$6,358 | PYInvestmentIncomeAmt |
| CY Investment Income | -$315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,341,864 | PYOtherRevenueAmt |
| CY Other Revenue | $1,648,465 | CYOtherRevenueAmt |
| PY Total Revenue | $8,810,938 | PYTotalRevenueAmt |
| CY Total Revenue | $8,434,705 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,387,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,891,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,071 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,273,139 | PYOtherExpensesAmt |
| CY Other Expenses | $2,717,066 | CYOtherExpensesAmt |
| PY Total Expenses | $8,660,598 | PYTotalExpensesAmt |
| CY Total Expenses | $8,653,534 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $150,340 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$218,829 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,945,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,368,285 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,088,042 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,933,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,857,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,434,538 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,980,608 | ExpenseAmt |
| Grant | $44,750 | GrantAmt |
| Revenue | $8,418,265 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $6,980,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 124 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRICIA RITCHIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055477025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH STREET SUITE J | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TRICIA RITCHIE | ||||||||
| PRESIDENT/DIRECTOR | 25.00 | 15.00 | Yes (X) | Yes (X) | $371,514 | $0 | $25,771 | |
| DAVID OLIVER | ||||||||
| VICE PRESIDENT - HR & CFO | 24.00 | 8.00 | Yes (X) | $166,679 | $0 | $28,025 | ||
| LAURIE SMITH | ||||||||
| VICE PRESIDENT OF HOME HEALTH | 20.00 | 20.00 | Yes (X) | $176,468 | $0 | $10,217 | ||
| RONALD YUKELSON | ||||||||
| CHIEF OPERATIONS AND STRATEGY OFFICER | 20.00 | 20.00 | Yes (X) | $0 | $0 | $0 | ||
| IRA R ALPERT | ||||||||
| DIRECTOR/CHAIR | 3.50 | 1.50 | Yes (X) | $1,600 | $0 | $0 | ||
| TED J GREENBERG | ||||||||
| SECRETARY/DIRECTOR | 0.50 | 0.50 | Yes (X) | Yes (X) | $1,600 | $0 | $0 | |
| CLARE RICHARDSON | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $1,200 | $0 | $0 | ||
| GARY HARKINS | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $1,300 | $0 | $0 | ||
| LORI RICHARDSON PELLICCIONI | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOEL K MEDINGER | ||||||||
| PHYSICAL THERAPIST | 40.00 | $161,603 | $0 | $18,997 | Yes (X) | |||
| JANICE SANDERFER | ||||||||
| DIRECTOR OF COMPLIANCE | 40.00 | $136,403 | $0 | $8,740 | Yes (X) | |||
| LEONARDO TENDRIH | ||||||||
| PHYSICAL THERAPIST | 40.00 | $134,445 | $0 | $2,714 | Yes (X) | |||
| JANET GEORGE | ||||||||
| CONTROLLER | 40.00 | $127,083 | $0 | $11,542 | Yes (X) | |||
| DAVID THOMAS | ||||||||
| PHYSICAL THERAPIST | 40.00 | $121,421 | $0 | $19,847 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,401,316 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,853 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GORELICK & USLANER CPAS | |||||
| 15260 VENTURA BLVD 1705 | SHERMAN OAKS | CA | 91403 | AUDITING SERVICES | $196,300 |
| CARESTAFF PARTNERS LLC | |||||
| PO BOX 601959 | CHARLOTTE | NC | 28260 | STAFFING | $171,292 |
| FOLEY & LARDNER LLP | |||||
| 555 S FLOWER ST 3500 | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $167,960 |
| FUSION MEDICAL STAFFING | |||||
| PO BOX 82674 | LINCOLN | NE | 68501 | STAFFING | $158,098 |
| CORE MEDICAL GROUP | |||||
| 3000 GOFFS FALLS RD 101 | MANCHESTER | NH | 03103 | STAFFING | $116,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $31,350 | FundraisingAmt |
| All Other Contributions | $3,821 | AllOtherContributionsAmt |
| Total Contributions | $35,171 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICES | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $6,751,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,751,384 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,751,384 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $805 | TotalRevenueColumnAmt |
| Exclusion | $805 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,120 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,120 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,120 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,363 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $31,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,064 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,701 | TotalRevenueColumnAmt |
| Exclusion | -$19,701 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INC FROM SUB THRU K-1 | 623000 | $1,057,343 | $1,057,343 | |
| MANAGEMENT FEE INCOME | 561000 | $610,658 | $610,658 | |
| MEDICAL RECORDS | 624100 | $165 | $165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,668,166 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,434,705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,418,265 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $165 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$18,896 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,750 | TotalAmt |
| Program Services | $44,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,706 | TotalAmt |
| Program Services | $527,512 | ProgramServicesAmt |
| Management And General | $261,194 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,191,627 | TotalAmt |
| Program Services | $3,636,994 | ProgramServicesAmt |
| Management And General | $468,334 | ManagementAndGeneralAmt |
| Fundraising | $86,299 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,814 | TotalAmt |
| Program Services | $46,870 | ProgramServicesAmt |
| Management And General | -$27,396 | ManagementAndGeneralAmt |
| Fundraising | $1,340 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,492 | TotalAmt |
| Program Services | $440,248 | ProgramServicesAmt |
| Management And General | $77,121 | ManagementAndGeneralAmt |
| Fundraising | $9,123 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,079 | TotalAmt |
| Program Services | $304,439 | ProgramServicesAmt |
| Management And General | $53,331 | ManagementAndGeneralAmt |
| Fundraising | $6,309 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,141 | TotalAmt |
| Management And General | $153,141 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,205 | TotalAmt |
| Management And General | $121,205 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,533 | TotalAmt |
| Program Services | $22,638 | ProgramServicesAmt |
| Management And General | $50,895 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,539 | TotalAmt |
| Program Services | $128,127 | ProgramServicesAmt |
| Management And General | $61,412 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,994 | TotalAmt |
| Program Services | $199,061 | ProgramServicesAmt |
| Management And General | $51,933 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,123 | TotalAmt |
| Program Services | $248,514 | ProgramServicesAmt |
| Management And General | $89,609 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,828 | TotalAmt |
| Program Services | $226,056 | ProgramServicesAmt |
| Management And General | $28,772 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,476 | TotalAmt |
| Program Services | $3,901 | ProgramServicesAmt |
| Management And General | $29,575 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238 | TotalAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,394 | TotalAmt |
| Program Services | $41,039 | ProgramServicesAmt |
| Management And General | $23,355 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,283 | TotalAmt |
| Program Services | $4,983 | ProgramServicesAmt |
| Management And General | $76,300 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTSIDE SERVICES - THER | $672,775 | $672,775 | |
| OUTSIDE SERVICES | $297,707 | $286,206 | $11,501 |
| MISCELLANEOUS | $60,454 | $29,032 | $31,422 |
| SUPPLIES | $56,769 | $56,769 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,607 | TotalAmt |
| Program Services | $60,694 | ProgramServicesAmt |
| Management And General | $7,913 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,653,534 | TotalAmt |
| Program Services | $6,980,608 | ProgramServicesAmt |
| Management And General | $1,569,855 | ManagementAndGeneralAmt |
| Fundraising | $103,071 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,882 | BOYAmt |
| EOY | $224,437 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $450,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,128 | BOYAmt |
| EOY | $769,689 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,870 | BOYAmt |
| EOY | $3,004,246 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,442 | BOYAmt |
| EOY | $9,899 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,278 | BOYAmt |
| EOY | $130,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $669,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $444,319 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,959 | BOYAmt |
| EOY | $225,019 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,162 | BOYAmt |
| EOY | $135,415 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,035,037 | BOYAmt |
| EOY | $3,418,933 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,945,758 | BOYAmt |
| EOY | $8,368,285 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,108 | BOYAmt |
| EOY | $932,617 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,415 | BOYAmt |
| EOY | $40,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,200 | BOYAmt |
| EOY | $36,365 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,319 | BOYAmt |
| EOY | $924,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,042 | BOYAmt |
| EOY | $1,933,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,804,761 | BOYAmt |
| EOY | $6,385,279 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,230 | BOYAmt |
| EOY | $2,534 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,725 | BOYAmt |
| EOY | $46,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,857,716 | BOYAmt |
| EOY | $6,434,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,945,758 | BOYAmt |
| EOY | $8,368,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$218,829 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $795,651 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,171 | CurrentTaxYearAmt |
| Total | $47,590 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,873,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,645,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,383,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,474,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,751,384 | CurrentTaxYearAmt |
| Total | $47,127,639 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,876,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,646,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,389,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,475,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,786,555 | CurrentTaxYearAmt |
| Total | $47,175,229 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,985 | CurrentTaxYearAmt |
| Total | $2,985 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,985 | CurrentTaxYearAmt |
| Total | $2,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,172,244 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805 | CurrentTaxYearAmt |
| Total | $8,196 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805 | CurrentTaxYearAmt |
| Total | $8,196 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,200,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,424,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,293,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,332,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,666,881 | CurrentTaxYearAmt |
| Total | $6,917,574 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,079,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,072,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,683,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,810,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,454,241 | CurrentTaxYearAmt |
| Total | $54,100,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88380 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,016 | DepreciationAmt |
| Book Value | $21,384 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $536,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $333,303 | DepreciationAmt |
| Book Value | $203,635 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $225,019 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN AFFILIATES | $3,392,005 |
| DEPOSITS | $12,087 |
| GOODWILL | $14,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,418,933 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RETIREMENT BENEFITS | Desc |
| Amt | $924,765 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $924,765 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,971,257 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $11,205,625 | OtherRevenueAmt |
| Revenue Not Reported | $11,205,625 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,765,632 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,669,073 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,669,073 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,434,705 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,394,435 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,741,246 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,741,246 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,653,189 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $345 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $345 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,653,534 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2017, 2016 AND 2015 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 1,156,522. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 9,026,071. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 923,781. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 5,662. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE MGMT SERVICES 93,589. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 1,057,343. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 727. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 610,658. EXPENSES AFTER SALES OF AGENCIES RECLASSIFIED FROM EXPENSE TO REVENUE 345. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 7,546,278. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 129,587. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 1,059,719. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 5,662. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES AFTER SALES OF AGENCIES RECLASSIFIED FROM EXPENSE TO REVENUE 345. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DIAMOND DAZZLING BALL | Event1Nm |
| Gross Receipts Event1 | $39,713 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,363 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,634 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $14,863 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $661 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,358 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,548 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $39,713 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,350 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,363 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,634 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,863 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $661 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,358 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,548 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,064 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,701 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAN LUIS OBISPO COUNTY YMCA | |||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952147727 | 501(C)(3) | $2,000 | HEALTH AND WELLNESS ANNUAL GRANT |
| SENIOR NUTRITION PROGRAM | |||||||
| 2180 JOHNSON AVE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $250 | SENIOR HEALTH SERVICES GRANT |
| CANCER SUPPORT COMMUNITY | |||||||
| 1051 LAS TABLAS ROAD | TEMPLETON | CA | 93465 | 264659006 | 501(C)(3) | $2,500 | HEALTH CARE GRANT |
| CUESTA COLLEGE FOUNDATION | |||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $5,000 | EDUCATION GRANT |
| ACCRUED CURRENTLY UNSPENT | |||||||
| $35,000 | ACCRUED, CURRENTLY UNSPENT | ||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AARE MADE TO 501(C)(3) ORGANIZATIONS WITHOUT RESTRICTIONS. THERE IS NO FORMAL MONITORING OF THE USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRICIA RITCHIE | ||||||||||||||
| PRESIDENT/DIRECTOR | $334,764 | $0 | $36,750 | $0 | $0 | $0 | $7,200 | $0 | $18,571 | $0 | $397,285 | $0 | $0 | $0 |
| DAVID OLIVER | ||||||||||||||
| VICE PRESIDENT - HR & CFO | $150,239 | $0 | $16,440 | $0 | $0 | $0 | $8,885 | $0 | $19,140 | $0 | $194,704 | $0 | $0 | $0 |
| LAURIE SMITH | ||||||||||||||
| VICE PRESIDENT OF HOME HEALTH | $176,468 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,217 | $0 | $186,685 | $0 | $0 | $0 |
| JOEL K MEDINGER | ||||||||||||||
| PHYSICAL THERAPIST | $161,603 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,997 | $0 | $180,600 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | EMPLOYEES PARTICIPATING IN THE NONQUALIFIED 457(B) PLAN, AND THE CONTRIBUTIONS ACCRUED FOR THE YEAR ENDING JUNE 30, 2018: TRICIA RITCHIE - $7,200 LAURIE SMITH - $0 DAVID OLIVER - $8,885 |
| 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE SMITH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MOTHER OF PRESIDENT / CEO | RelationshipDescriptionTxt |
| Transaction | VICE PRESIDENT OF HOME HEALTH AND HOSPICE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 98,452. NET INCOME OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS 697,199. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS OF THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S 13TH ST 205 | AddressLine1Txt |
| City | GROVER BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770411900 | EIN |
| Primary Activities | OPERATES SKILLED NURSING FACILITIES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,058,070 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,478,813 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSHIRE MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH ST SUITE J | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954570093 | EIN |
| Primary Activities | BACK OFFICE SUPPORT FOR HEALTCHARE ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$35,998 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $46,527 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| HOSPICE PARTNERS INC | |
| R | $500,000 |
| WILSHIRE COMMUNITY SERVICES | |
| Q | $206,484 |
| WILSHIRE COMMUNITY SERVICES | |
| N | $60,600 |
| WILSHIRE COMMUNITY SERVICES | |
| O | $726,312 |
| HOSPICE PARTNERS INC | |
| O | $163,212 |
| WILSHIRE MANAGEMENT SERVICES INC | |
| O | $96,704 |
| WILSHIRE MANAGEMENT SERVICES INC | |
| S | $115,640 |
| WILSHIRE COMMUNITY SERVICES | |
| S | $1,146,482 |