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 770475425 HOSPICE PARTNERS INC HOSP 8055477025 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT 8055477025 2021-05-17 1 GARY JENSEN P01491879 8055477025 2019 2022-09-23 18:48:47Z TRICIA SMITH 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 9161343 0 X WWW.WILSHIREHCS.ORG X 1998 CA OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE. 6 5 65 81 0 0 875177 1525716 6771810 7582129 27345 10534 -30141 -10517 7644191 9107862 0 0 0 0 4769984 4746368 0 0 33133 2841238 2558941 7611222 7305309 32969 1802553 2963850 5756934 557509 1546200 2406341 4210734 OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE. 0 0 6044299 7582129 HOSPICE SERVICES - HOSPICE PARTNERS PROVIDES A COMPREHENSIVE AND PROGRESSIVE HOSPICE PROGRAM, INCLUDING HANDS-ON HOSPICE CARE. HOSPICE CARE IS A FAMILY-CENTERED APPROACH THAT INCLUDES, AT A MINIMUM, A TEAM OF DOCTORS, NURSES, SOCIAL WORKERS, COUNSELORS, AND TRAINED VOLUNTEERS. THEY WORK COLLABORATIVELY - FOCUSING ON THE DYING PATIENT'S NEEDS, BE THEY PHYSICAL, PSYCHOLOGICAL, OR SPIRITUAL. THE GOAL IS TO HELP KEEP THE PATIENT IN THE ENVIRONMENT OF CHOICE, AS PAIN AND SYMPTOM-FREE AND LUCID AS DESIRED, WITH LOVED ONES NEARBY UNTIL DEATH.IN ADDITION, HOSPICE PARTNERS ALSO PROVIDES MANY ADDITIONAL HOSPICE RELATED SERVICES SUCH AS COMMUNITY EDUCATION, MUSIC THERAPY AND PET THERAPY TO HOSPICE PATIENTS, AND EXTENDED ONE-ON-ONE BEREAVEMENT COUNSELING. 6044299 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 32 0 65 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 5 1 0 0 0 1 0 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 CA X TRICIA SMITH 8055477025 285 SOUTH STREET SUIT J SAN LUIS OBISPO CA 93401 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 13.00 27.00 X X 0 363933 8750 IRA ALPERT DIRECTOR/CHAIR 1.50 3.50 X X 0 2000 0 TED GREENBERG DIRECTOR/SECRETARY 0.50 0.50 X X 0 1800 0 TOM SHERMAN DIRECTOR 0.50 0.50 X 0 1500 0 GARY HARKINS DIRECTOR 0.50 0.50 X 0 2000 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 0 1000 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 8.00 32.00 X 0 182986 8413 LAURIE SMITH VICE PRESIDENT - HOME HEALTH 8.00 32.00 X 0 147866 7272 RONALD YUKELSON CHIEF OPERATIONS AND STRATEGY 24.00 16.00 X 0 192349 8750 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 16.00 24.00 X 0 315146 8750 KATHERINE BELT REGISTERED NURSE 40.00 X 128948 0 8750 JULIE MARTIN REGISTERED NURSE 40.00 X 120389 0 7935 MEGAN PRENDEVILLE MEDICAL SOCIAL WORKER 40.00 X 111806 0 11093 NANCI VAN DEGRIFT REGISTERED NURSE 40.00 X 111032 0 2362 472175 1210580 72075 6 0 1 0 MISSION VIEW HEALTH CENTER 1425 WOODSIDE DRIVE SAN LUIS OBISPO CA 93401 CARE FACILITY 365182 1 119690 1406026 494299 1525716 PATIENT SERVICES 621610 7582129 7582129 7582129 10534 10534 41825 119690 53481 -11656 -11656 NON-OPERATING REVENUE 621610 1139 1139 1139 9107862 7582129 0 17 4010661 3565949 444712 45771 40696 5075 401908 357344 44564 288028 217973 70055 535954 535954 74488 74488 34088 34088 80790 80790 209214 209214 394292 394292 189152 189152 610 610 39002 39002 56509 3480 53029 HOSPITALS AND CONVALESC 295435 295435 DURABLE MEDICAL EQUIPME 210628 210628 PHARMACY 183320 183320 SUPPLIES 94903 61770 33133 160556 160556 7305309 6044299 1227877 33133 323582 996864 1339419 651162 747887 608517 39648 54978 27412 8226 1008957 940964 105038 67993 110170 110170 270694 3259024 2963850 5756934 541151 546748 16358 152 0 999300 557509 1546200 X 2356798 4163192 49543 47542 2406341 4210734 2963850 5756934 X 1802553 1840 X X 0 1 X 1 0 X 1185971 1030866 980080 875177 1525717 5597811 1185971 1030866 980080 875177 1525717 5597811 577259 5020552 7015 19418 13616 27741 10534 78324 451562 -85154 -40447 -30537 -11656 283768 5959903 40438668 0.84240 0.94450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70049 2096 -2103 70042 68047 4095 -2093 70049 66330 3832 -2115 68047 60917 7425 -2012 66330 62176 706 -1965 60917 0.33300 0.66700 1 0 383396 376819 6577 413618 404177 9441 211943 159968 51975 67993 DEPOSITS 6500 DUE FROM AFFILIATE 3252524 3259024 ADVANCE - PPP FUNDS 849300 ECONOMIC INJURY DISASTER LOAN 150000 999300 X PART X, LINE 2: HOSPICE PARTNERS, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WHICH INCLUDED THE FOLLOWING FIN 48 NOTE: SINCE WILSHIRE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, NO PROVISION IS MADE FOR CURRENT OR DEFERRED TAXES. ITS 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. HOEDOWN SPECIAL EVENT AND AUCTION 134803 96215 38588 15123 32946 DAY OF THE DEAD 26712 23475 3237 5412 161515 119690 41825 15123 38358 53481 -11656 0 0 0 0 0 0 0 1 0 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 0 363933 0 0 0 0 0 0 0 8750 0 372683 0 0 DAVID OLIVER VICE PRESIDENT - HR & CFO 0 182986 0 0 0 0 0 0 0 8413 0 191399 0 0 LAURIE SMITH VICE PRESIDENT - HOME HEALTH 0 147866 0 0 0 0 0 0 0 7272 0 155138 0 0 RONALD YUKELSON CHIEF OPERATIONS AND STRATEGY 0 192349 0 0 0 0 0 0 0 8750 0 201099 0 0 KEVIN PARZYCH CHIEF MEDICAL DIRECTOR 0 315146 0 0 0 0 0 0 0 8750 0 323896 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. X 494299 RESALE VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 THE VICE PRESIDENT OF HOME HEALTH AND HOSPICE IS THE MOTHER OF THE CEO. FORM 990, PART VI, SECTION A, LINE 6 HOSPICE PARTNERS INC (HPI) WAS ORGANIZED BY WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. (WHCS). WHCS IS THE SOLE MEMBER OF HPI. FORM 990, PART VI, SECTION A, LINE 8B N/A - THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURNS ARE 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 QUESTIONNAIRES PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A. & 15B. THE CEO AND OTHER OFFICERS DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION. COMPENSATION OF THE ADMINISTRATORS IS DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: AMORTIZATION OF START UP COSTS 1,840. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS FOR THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEARS. WILSHIRE HEALTH & COMMUNITY SERVICES INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 952374185 OPERATES A HOME HEALTH AGENCY & AN INVESTMENT IN A HEALTH CARE JV CA 501(C)(3) LINE 10 N/A 0 WILSHIRE COMMUNITY SERVICES INC 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 WILSHIRE MANAGEMENT SERVICES INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 954570093 OPERATES BACK OFFICE SERVICES FOR OTHER ENTITIES CA N/A C 0 WILSHIRE CONNECTED CARE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1