2022-05-11T16:04:31-05:00 2021-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2020-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT 8055477025 2022-05-11 1 TRICIA SMITH 999009999 GARY JENSEN P01491879 8058880200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TRICIA SMITH 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 9751674 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. 7 5 121 0 0 0 52508 1796710 5913364 5915550 4109 7373 1560119 2032041 7530100 9751674 0 0 0 0 5967560 5924641 0 0 208509 2604526 2507965 8572086 8432606 -1041986 1319068 9570137 8786738 4507790 2607986 5062347 6178752 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 5423406 7947591 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. 5423406 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 35 0 1 121 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 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 375974 0 7975 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 2000 0 0 TOM SHERMAN DIRECTOR 0.50 0.50 X 2000 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 166532 0 7975 LAURIE SMITH VICE PRESIDENT OF HOME HEA 24.00 16.00 X 162758 0 7835 RONALD YUKELSON CHIEF OPERATIONS AND STRAT 24.00 16.00 X 199633 0 7975 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 16.00 24.00 X 319011 0 7975 JOEL K MEDINGER PHYSICAL THERAPIST 40.00 X 129722 0 7975 JANICE SANDERFER DIRECTOR OF COMPLIANCE 40.00 X 131541 0 7836 CORTNIE MUNIZ PHYSICAL THERAPIST 40.00 X 129150 0 1876 CONSTANCE DYKHOUSE PHYSICAL THERAPIST 40.00 X 115975 0 0 1739296 0 57422 12 0 1 0 CROSSROADS TECHNOLOGIES INC PO BOX 6528 WYOMISSING PA 19610 IT SUPPORT 369902 GORELICK & USLANER INC 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 PREPARER OF COST REPORT AND CONSULTANT 291995 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 IT SUPPORT 160287 CONNECTED HOME LIVING 15405 LOS GATOS BLVD STE 203 LOS GATOS CA 95032 STAFFING, LICENSES AND TELEHEALTH KITS 153000 FOLEY & LARDNER LLP 555 CALIFORNIA ST STE 1700 SAN FRANCISCO CA 94104 ATTORNEY 134891 5 1775800 20910 1796710 PATIENT SERVICES 621610 5915550 5915550 5915550 7373 7373 INC FROM SUB THRU K-1 623000 1290645 1290645 MANAGMENT FEE INCOME 561000 711376 711376 MISCELLANEOUS 624100 30020 30020 2032041 9751674 7947591 0 7373 788555 87041 701514 4159641 3123102 874181 162358 82056 20840 61216 480979 379246 88299 13434 413410 235881 167531 9998 121240 121240 266870 266870 82858 76459 6399 214277 161897 52380 281919 241036 40883 378978 261167 117811 195809 182711 13098 3926 254 3672 52378 33243 19135 97388 14764 82624 OUTSIDE SERVICES 260420 215383 45037 OUTSIDE THERAPISTS 237259 237259 SUPPLIES 86829 64110 22719 MISCELLANEOUS 83101 15277 67824 144713 73736 70977 8432606 5423406 2800691 208509 397700 191366 2837319 551474 807791 872162 9795 9795 104995 68917 624439 484933 120831 139506 184283 257245 5107423 6696273 9570137 8786738 1488449 1623855 29186 20289 10696 2979459 963842 4507790 2607986 X 5014805 6096799 47542 81953 5062347 6178752 9570137 8786738 X 1319068 -533 -202130 X X 0 1 X 1 0 X 1112 35171 119907 52508 20910 229608 7474320 6751384 6190657 5913364 5915550 32245275 7475432 6786555 6310564 5965872 5936460 32474883 2985 10070 1500 14555 0 2985 10070 1500 14555 32460328 2585 805 6859 4109 7373 21731 2585 805 6859 4109 7373 21731 1332582 1666881 1699021 1560952 2037898 8297334 8810599 8454241 8016444 7530933 7981731 40793948 0.79570 0.82960 0.00050 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134415 129748 4667 490024 355185 134839 139506 INVESTMENT IN AFFILIATES 6477847 DEPOSITS 30865 GOODWILL 14841 DUE FROM AFFILIATE 172720 6696273 DEFERRED RETIREMENT BENEFITS 813842 ECONOMIC INJURY DISASTER LOAN 150000 963842 X 18863386 11119590 11119590 7743796 2007878 2007878 9751674 17746449 9313843 9313843 8432606 0 8432606 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, 2020, 2019 AND 2018 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 360,760. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-HOSPICE PARTNERS, INC. 9,015,396. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 1,240,229. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-WILSHIRE MGMT SERVICES 252,547. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN-WILSHIRE CONNECTED CARE 250,658. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 1,290,645. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 5,857. LESS SECTION 179 DEDUCTION FROM SUBSIDIARY THRU K-1 - COASTAL LLC MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 711,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-HOSPICE PARTNERS, INC. 6,817,116. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 1,597,084. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE MGMT SERVICES 263,002. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE CONNECTED CARE 636,641. X X X X 0 0 0 0 0 0 0 1 0 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 375974 0 0 0 0 0 0 0 7975 0 383949 0 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 319011 0 0 0 0 0 0 0 7975 0 326986 0 0 0 RONALD YUKELSON CHIEF OPERATIONS AND STRAT 199633 0 0 0 0 0 0 0 7975 0 207608 0 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 166532 0 0 0 0 0 0 0 7975 0 174507 0 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEA 162758 0 0 0 0 0 0 0 7835 0 170593 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 174078 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 -935,742. NET INCOME OF SUBSIDIARIES REPORT ON SEPARATE RETURNS 733,612. 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 1296502 5806779 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 -28917 38487 1.00000 0 WILSHIRE CONNECTED CARE 285 SOUTH ST SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C -431536 67367 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 40668 HOSPICE PARTNERS INC O 1472624 HOSPICE PARTNERS INC Q 6480 HOSPICE PARTNERS INC P 1174670 HOSPICE PARTNERS INC R 154000 HOSPICE PARTNERS INC S 2877551 WILSHIRE COMMUNITY SERVICES N 108145 WILSHIRE COMMUNITY SERVICES O 1232255 WILSHIRE COMMUNITY SERVICES P 258375 WILSHIRE COMMUNITY SERVICES S 1310000 WILSHIRE MANAGEMENT SERVICES INC N 24741 WILSHIRE MANAGEMENT SERVICES INC O 204631 WILSHIRE MANAGEMENT SERVICES INC P 41135 WILSHIRE MANAGEMENT SERVICES INC S 260000 WILSHIRE CONNECTED CARE O 513213 WILSHIRE CONNECTED CARE P 121333 WILSHIRE CONNECTED CARE S 385000