2017-01-27T15:39:11-06:00 2016-06-30 954538761 GORELICK & USLANER CPAS A PROF CORP 15260 VENTURA BLVD STE 1705 SHERMAN OAKS CA 91403 990 2015-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE PRESIDENT 8055477025 2017-01-24 1 BRUCE BURG P00264515 8187865656 2015 2021-01-29 14:40:06Z TRICIA RITCHIE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 12426448 0 X WWW.WILSHIREHCS.ORG X 1960 CA PROVIDING A BROAD RANGE OF HEALTH AND COMMUNITY SERVICES TO ENHANCE THE LIVES OF OUR PATIENTS. 8 7 186 0 212 0 1919 5972 10645070 10383773 64331 8269 1361392 1286162 12072712 11684176 0 0 0 0 9252016 8049158 0 0 40984 3573508 3454422 12825524 11503580 -752812 180596 6083303 6835311 2783564 2140776 3299739 4694535 TO ENHANCE THE LIVES OF OUR PATIENTS, CLIENTS AND THEIR FAMILIES BY PROVIDING A BROAD RANGE OF HEALTH AND COMMUNITY SERVICES THROUGH OUR DEDICATED TEAM. 0 0 10456355 11677451 OPERATION OF HOME HEALTH AGENCIES AND AN INVESTMENT IN A HEALTH CARE JOINT VENTURE - ALL OF WHICH PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. 10456355 1 0 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 49 0 1 186 1 0 0 0 0 0 0 0 0 0 0 X 8 7 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 13.00 X X 289206 0 13614 TED J GREENBERG SECRETARY/DIRECTOR 1.00 1.50 X X 1200 0 0 IRA R ALPERT DIRECTOR/CHAIR 3.50 1.50 X 1200 0 0 CLARE RICHARDSON DIRECTOR 0.50 0.50 X 1200 0 0 STEPHEN GROSSMAN DIRECTOR 0.50 0.50 X 300 0 0 GARY HARKINS DIRECTOR 0.50 0.50 X 600 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 600 0 0 PETER FRIEDMAN DIRECTOR 0.50 0.50 X 1200 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEA 20.00 20.00 X 151481 0 7165 DAVID OLIVER VICE PRESIDENT - HR & CFO 24.00 8.00 X 129667 0 12401 ANTHONY RISO DIRECTOR OF SALES 40.00 X 155687 0 5119 JOEL MEDINGER PHYSICAL THERAPIST 40.00 X 163048 0 15692 JACQUELINE KORTE PHYSICAL THERAPIST 40.00 X 137988 0 7165 JANICE SANDERFER DIRECTOR OF PATIENT CARE SERVICES 40.00 X 131367 0 10464 CORTNIE MUNIZ PHYSICAL THERAPIST 40.00 X 121039 0 605 1285783 0 72225 16 0 1 0 ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 SOFTWARE SUPPORT SERVICES 303210 SELECT DATA 4155 E LA PALMA SUITE 250 ANAHEIM CA 92807 CODING SERVICES 225883 GORELICK & USLANER CPAS 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 AUDITING SERVICES 151830 CORE MEDICAL GROUP 2 KEEWAYDIN DRIVE SALEM NH 03079 CONTRACTED EMPLOYEES 133215 COMPHEALTH MEDICAL STAFFING PO BOX 972670 DALLAS TX 75397 CONTRACTED EMPLOYEES 114907 5 5972 5972 PATIENT SERVICES 621610 10383773 10383773 10383773 541 541 750000 742272 7728 7728 7728 MANAGEMENT FEE INCOME 561000 724733 724733 INC FROM SUB THRU K-1 623000 561217 561217 MEDICAL RECORDS 624100 212 212 1286162 11684176 11677451 212 541 596549 410552 185997 6227841 5968663 224414 34764 78116 12870 64867 379 630120 589015 37895 3210 516532 482837 31064 2631 7934 6229 1705 155800 155800 27969 26440 1529 268474 220314 48160 266429 229073 37356 498369 416210 82159 445052 425515 19537 17288 914 16374 4195 547 3648 122863 99913 22950 44961 7603 37358 OUTSIDE SERVICES - THER 781488 781488 OUTSIDE SERVICES 480889 471965 8924 SUPPLIES 129247 129247 BAD DEBTS 64008 64008 139456 112952 26504 11503580 10456355 1006241 40984 146077 716121 1399977 1109806 3312666 3176537 21015 8839 79762 82686 934830 819272 251106 115558 76691 76097 796009 1549667 6083303 6835311 1603253 984388 56400 30200 62035 1123911 1064153 2783564 2140776 X 3241698 4646994 816 816 57225 46725 3299739 4694535 6083303 6835311 X 180596 1214200 X X 0 1 X 1 0 X 30200 15889 3416 1919 5972 57396 13077747 12439481 11873092 10645070 10383773 58419163 13107947 12455370 11876508 10646989 10389745 58476559 0 0 0 58476559 3588 2942 2879 1386 541 11336 3588 2942 2879 1386 541 11336 1873264 1684912 1200426 1424007 1293678 7476287 14984799 14143224 13079813 12072382 11683964 65964182 0.88650 0.88630 0.00020 0.00020 X 171793 134802 36991 763037 684470 78567 115558 DEPOSITS 12787 GOODWILL 14841 INVESTMENT IN AFFILIATES 1522039 1549667 DEFERRED RETIREMENT BENEFITS 1064153 1064153 X 22389303 12314721 12314721 10074582 1609594 1609594 11684176 20994507 9677569 9677569 11316938 186642 186642 11503580 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, 2015, 2014 AND 2013 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 457,764. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 11,109,186. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 698,358. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 29,842. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE MGMT SERVICES 19,571. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 561,217. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 502. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 724,733. TAX GAIN ON SALES OF ASSETS IN EXCESS OF BOOK 163,800. EXPENSES AFTER SALES OF AGENCIES RECLASSIFIED FROM SALES REVENUE TO EXPENSE 159,342. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 8,798,131. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 9,738. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 839,858. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 29,842. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMORTIZATION OF GOODWILL 27,300. EXPENSES AFTER SALES OF AGENCIES RECLASSIFIED FROM SALES REVENUE TO EXPENSE 159,342. X X X X 0 1 0 0 0 0 0 1 0 TRICIA RITCHIE PRESIDENT/DIRECTOR 270856 0 18350 0 0 0 0 0 13614 0 302820 0 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEA 151481 0 0 0 0 0 0 0 7165 0 158646 0 0 0 ANTHONY RISO DIRECTOR OF SALES 155687 0 0 0 0 0 783 0 4336 0 160806 0 0 0 JOEL MEDINGER PHYSICAL THERAPIST 163048 0 0 0 0 0 0 0 15692 0 178740 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, 2016: TRICIA RITCHIE - $0 LAURIE SMITH - $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 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 11 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 -103,955. NET INCOME OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS 1,454,655. AMORTIZATION OF GOODWILL 27,300. TAX GAIN ON SALES IN EXCESS OF BOOKS -163,800. 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 AGENCIES & 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 561719 4225551 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 19571 19883 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 P 1204943 HOSPICE PARTNERS INC S 2636126 WILSHIRE COMMUNITY SERVICES Q 180990 WILSHIRE COMMUNITY SERVICES R 454000 WILSHIRE COMMUNITY SERVICES N 59124 WILSHIRE COMMUNITY SERVICES O 586089 HOSPICE PARTNERS INC O 244521