2016-03-07T11:38:12-06:00 2015-06-30 954538761 GORELICK & USLANER CPAS A PROF CORP 15260 VENTURA BLVD STE 1705 SHERMAN OAKS CA 91403 990 2014-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE PRESIDENT 8055477025 2016-02-29 1 BRUCE BURG P00264515 8187865656 2014 2016-08-17 19:52:53Z TRICIA RITCHIE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 12072712 0 X WWW.WILSHIREHCS.ORG X 1960 CA PROVIDING A BROAD RANGE OF HEALTH AND COMMUNITY SERVICES TO ENHANCE THE LIVES OF OUR PATIENTS. 9 7 205 153 330 0 3416 1919 11873092 10645070 -7912 64331 1212030 1361392 13080626 12072712 25000 0 0 0 10656296 9252016 0 0 30893 3528737 3573508 14210033 12825524 -1129407 -752812 7346094 6083303 2901529 2783564 4444565 3299739 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 11338946 0 12069077 OPERATION OF HOME HEALTH AGENCIES AND AN INVESTMENT IN A HEALTH CARE JOINT VENTURE - ALL OF WHICH PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. 11338946 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 50 0 1 205 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 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 292076 0 9726 TED J GREENBERG CFO/SECRETARY/DIRECTOR 24.00 8.00 X X 49767 0 0 IRA R ALPERT DIRECTOR/CHAIR 4.00 1.00 X 1200 0 0 CLARE RICHARDSON DIRECTOR 1.00 1.00 X 1200 0 0 ANTHONY HARRIS DIRECTOR 1.00 1.00 X 900 0 0 STEPHEN GROSSMAN DIRECTOR 1.00 1.00 X 300 0 0 GARY HARKINS DIRECTOR 1.00 1.00 X 1200 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 1.00 1.00 X 1200 0 0 PETER FRIEDMAN DIRECTOR 1.00 1.00 X 1200 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEALTH AND HOSPICE 24.00 X 151271 0 6732 DAVID OLIVER VICE PRESIDENT - HR 24.00 8.00 X 103353 0 6267 MARK WILSON VICE PRESIDENT - BUS DEV 24.00 8.00 X 155000 0 6732 JOEL MEDINGER PHYSICAL THERAPIST 40.00 X 147346 0 12824 JACQUELINE KORTE PHYSICAL THERAPIST 40.00 X 133457 0 8183 MATTHEW SEMPRE DIRECTOR OF REHABILITATION SERVICES 40.00 X 120307 0 0 APRIL MOTT PHYSICAL THERAPIST 40.00 X 119547 0 8679 AVERY PAULSON REGISTERED NURSE 40.00 X 114253 0 571 1393577 0 59714 14 0 1 0 SELECT DATA 4155 E LA PALMA SUITE 250 ANAHEIM CA 92807 CODING SERVICES 172928 ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 SOFTWARE SUPPORT SERVICES 161109 CROSSROAD PO BOX 6528 WYOMISSING PA 19610 NETWORK ADMINISTRATOR 145085 3 1919 1919 PATIENT SERVICES 621610 10645070 10645070 10645070 1386 1386 62945 0 62945 62945 62945 MANAGEMENT FEE INCOME 561000 686163 686163 INC FROM SUB THRU K-1 623000 674899 674899 MEDICAL RECORDS 624100 330 330 1361392 12072712 12069077 330 1386 717744 396439 321305 6928812 6519844 383299 25669 75196 15799 59310 87 891119 806014 82114 2991 639145 578104 58895 2146 47790 35930 11860 143665 143665 38947 37762 1185 303124 239784 63340 325433 283328 42105 590282 492012 98270 509128 454860 54268 27516 890 26626 1346 385 961 172858 145003 27855 60584 6786 53798 OUTSIDE SERVICES - THER 553015 553015 OUTSIDE SERVICES 399459 389782 9677 SUPPLIES 192349 192349 BAD DEBTS 72169 72169 135843 118691 17152 12825524 11338946 1455685 30893 357289 146077 1561499 1399977 3648868 3312666 25191 21015 152037 79762 1582495 1331389 372937 251106 116952 76691 1111321 796009 7346094 6083303 1632153 1603253 42400 56400 1226976 1123911 2901529 2783564 X 4378709 3241698 8631 816 57225 57225 4444565 3299739 7346094 6083303 X -752812 -392014 X X 0 1 X 1 0 X 144156 30200 15889 3416 1919 195580 12845189 13077747 12439481 11873092 10645070 60880579 12989345 13107947 12455370 11876508 10646989 61076159 0 0 0 61076159 3818 3588 2942 2879 1386 14613 3818 3588 2942 2879 1386 14613 1637454 1873264 1684912 1200426 1423562 7819618 14630617 14984799 14143224 13079813 12071937 68910390 0.88630 0.88960 0.00020 0.00030 X 197794 148241 49553 1384701 1183148 201553 251106 DEPOSITS 37720 GOODWILL 658667 INVESTMENT IN AFFILIATES 99622 796009 DEFERRED RETIREMENT BENEFITS 1123911 1123911 X 22102757 11454766 11454766 10647991 1424721 1424721 12072712 23247583 10511859 10511859 12735724 89800 89800 12825524 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, 2014, 2013 AND 2012 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 771,169. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 10,222,564. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 423,145. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 24,162. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE MGMT SERVICES 13,726. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 674,899. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 1,159. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 686,163. GAIN ON SALE OF AGENCY GOODWILL NETTED AGAINST EXPENSES ON FINANCIAL STMTS 62,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 9,937,141. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 7,605. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 542,951. EXPENSE RECOVERIES RECLASSIFIED FROM OTHER INCOME TO OFFSET EXPENSES 24,162. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMORTIZATION OF GOODWILL 27,300. GAIN ON SALE OF AGENCY GOODWILL NOT NETTED AGAINST EXPENSES FOR TAX RETURN 62,500. X X X X 1 1 0 0 0 0 0 1 0 TRICIA RITCHIE PRESIDENT/DIRECTOR 274432 0 17644 0 0 0 0 0 9726 0 301802 0 0 0 LAURIE SMITH VICE PRESIDENT OF HOME HEALTH AND HO 151271 0 0 0 0 0 0 0 6732 0 158003 0 0 0 MARK WILSON VICE PRESIDENT - BUS DEV 155000 0 0 0 0 0 0 0 6732 0 161732 0 0 0 JOEL MEDINGER PHYSICAL THERAPIST 147346 0 0 0 0 0 0 0 12824 0 160170 0 0 0 PART I, LINES 4A-B EMPLOYEES PARTICIPATING IN THE NONQUALIFIED 457(B) PLAN, AND THE CONTRIBUTIONS ACCRUED FOR THE YEAR ENDING JUNE 30, 2015: TRICIA RITCHIE - $0 LAURIE SMITH - $0 MARK WILSON - $0 PART I, LINE 7 THE CEO/PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS. 10% 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 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 15 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 OFFICERS' POSITIONS FROM AN INDEPENDENT CONSULTANT. THIS DATA IS THEN USED IN THE DECISION MAKING PROCESS OF THE COMPENSATION COMMITTEE TO SET OFFICERS' SALARIES. 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 95,111. NET LOSS OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS -514,425. AMORTIZATION OF GOODWILL 27,300. 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 9 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 676058 3982974 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 6121 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 1019750 HOSPICE PARTNERS INC S 2006645 HOSPICE PARTNERS INC R 22000 WILSHIRE COMMUNITY SERVICES Q 125274 WILSHIRE COMMUNITY SERVICES R 432141 WILSHIRE COMMUNITY SERVICES S 3000 WILSHIRE COMMUNITY SERVICES N 59124 WILSHIRE COMMUNITY SERVICES O 415271 HOSPICE PARTNERS INC O 294394