2018-01-31T16:36:59-06:00 2017-06-30 954538761 GORELICK & USLANER CPAS A PROF CORP 15260 VENTURA BLVD STE 1705 SHERMAN OAKS CA 91403 990 2016-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE PRESIDENT 8055477025 2018-01-26 1 BRUCE BURG P00264515 8187865656 35.166.13.77 2018-01-26 10:00:24 PS P B53BAC3D542627552419F67DD9B9F965E4F78BFC 22F9CDDD314DD2DB1D3D5E0A1FA819340C3E30C8 2016 2021-01-29 14:40:06Z TRICIA RITCHIE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 8819881 0 X WWW.WILSHIREHCS.ORG X 1960 CA PROVIDING A BROAD RANGE OF HEALTH AND COMMUNITY SERVICES TO ENHANCE THE LIVES OF OUR PATIENTS. 7 6 164 0 339 0 5972 1112 10383773 7474320 8269 -6358 1286162 1341864 11684176 8810938 0 0 0 0 8049158 6387459 0 0 69781 3454422 2273139 11503580 8660598 180596 150340 6835311 7945758 2140776 2088042 4694535 5857716 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 7211671 8806902 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. 7211671 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 33 0 1 164 1 0 0 0 0 0 0 0 0 0 0 X 7 6 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 298430 0 21711 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 600 0 0 GARY HARKINS DIRECTOR 0.50 0.50 X 1200 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 0.50 0.50 X 900 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEA 24.00 8.00 X 151679 0 8148 DAVID OLIVER VICE PRESIDENT - HR & CFO 24.00 8.00 X 121057 0 20192 ANTHONY RISO DIRECTOR OF SALES 40.00 0.00 X 175612 0 4302 JOEL MEDINGER PHYSICAL THERAPIST 40.00 0.00 X 153888 0 17331 JACQUELINE KORTE PHYSICAL THERAPIST 40.00 0.00 X 149281 0 7920 IRENE ANDERSON PHYSICAL THERAPIST 40.00 0.00 X 136458 0 8614 CORTNIE MUNIZ PHYSICAL THERAPIST 40.00 0.00 X 135919 0 0 1328624 0 88218 14 0 1 0 GORELICK & USLANER CPAS 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 AUDITING SERVICES 208579 SELECT DATA 4155 E LA PALMA SUITE 250 ANAHEIM CA 92807 CODING SERVICES 112725 2 1112 1112 PATIENT SERVICES 621610 7474320 7474320 7474320 2585 2585 8943 -8943 -8943 -8943 INC FROM SUB THRU K-1 623000 726009 726009 MANAGEMENT FEE INCOME 561000 615516 615516 MEDICAL RECORDS 624100 339 339 1341864 8810938 8806902 339 2585 687775 467873 219902 4670598 4204449 407482 58667 172838 102306 68793 1739 434948 379260 50926 4762 421300 367359 49328 4613 70026 52520 17506 144200 144200 45500 15366 30134 178910 133619 45291 95015 39623 55392 336913 252095 84818 265172 241628 23544 22640 5304 17336 1369 1369 56063 36503 19560 70349 2801 67548 OUTSIDE SERVICES - THER 430903 430903 OUTSIDE SERVICES 307933 272503 35430 SUPPLIES 92588 92588 MISCELLANEOUS 56245 23899 32346 99313 91072 8241 8660598 7211671 1379146 69781 716121 150882 1109806 609128 3176537 3793870 8839 8442 82686 71278 659721 479762 115558 179959 76097 97162 1549667 3035037 6835311 7945758 984388 979108 30200 20415 62035 49200 1064153 1039319 2140776 2088042 X 4646994 5804761 816 6230 46725 46725 4694535 5857716 6835311 7945758 X 150340 1012841 X X 0 0 0 X 15889 3416 1919 5972 1112 28308 12439481 11873092 10645070 10383773 7474320 52815736 12455370 11876508 10646989 10389745 7475432 52844044 0 0 0 52844044 2942 2879 1386 541 2585 10333 2942 2879 1386 541 2585 10333 1684912 1200426 1424007 1293678 1332582 6935605 14143224 13079813 12072382 11683964 8810599 59789982 0.88380 0.88650 0.00020 0.00020 X 127508 102790 24718 532213 376972 155241 179959 DEPOSITS 56912 GOODWILL 14841 INVESTMENT IN AFFILIATES 2963284 3035037 DEFERRED RETIREMENT BENEFITS 1039319 1039319 X 18748300 11355436 11355436 7392864 1418074 1418074 8810938 17585119 8998675 8998675 8586444 74154 74154 8660598 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, 2016, 2015 AND 2014 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 921,598. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 9,327,520. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 823,281. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 175,165. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE MGMT SERVICES 107,872. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 726,009. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 2,395. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 615,516. REVENUE NETTED AGAINST EXPENSE FOR FINANCIAL STATEMENTS 5,786. EXPENSES NETTED AGAINST INCOME FOR FINANCIAL STATEMENTS 68,368. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 7,753,607. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 103,753. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 966,150. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 175,165. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE NETTED AGAINST EXPENSE FOR FINANCIAL STATEMENTS 5,786. EXPENSES NETTED AGAINST INCOME FOR FINANCIAL STATEMENTS 68,368. X X X X 0 1 0 0 0 0 0 1 0 TRICIA RITCHIE PRESIDENT/DIRECTOR 268788 0 29642 0 0 0 6239 0 15472 0 320141 0 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEA 151679 0 0 0 0 0 0 0 8148 0 159827 0 0 0 ANTHONY RISO DIRECTOR OF SALES 175612 0 0 0 0 0 0 0 4302 0 179914 0 0 0 JOEL MEDINGER PHYSICAL THERAPIST 153888 0 0 0 0 0 0 0 17331 0 171219 0 0 0 JACQUELINE KORTE PHYSICAL THERAPIST 149281 0 0 0 0 0 0 0 7920 0 157201 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, 2017: TRICIA RITCHIE - $6,239 LAURIE SMITH - $0 DAVID OLIVER - $1,340 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 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-1 193,194. NET INCOME OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS 819,647. 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 A 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 728404 4388408 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 4119 67754 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 792956 HOSPICE PARTNERS INC S 1808317 WILSHIRE COMMUNITY SERVICES Q 177381 WILSHIRE COMMUNITY SERVICES R 600000 WILSHIRE COMMUNITY SERVICES N 60000 WILSHIRE COMMUNITY SERVICES O 797009 HOSPICE PARTNERS INC O 342172 WILSHIRE MANAGEMENT SERVICES INC O 78708 WILSHIRE MANAGEMENT SERVICES INC R 60000