2015-01-29T15:31:14-06:00 2014-06-30 954538761 GORELICK & USLANER CPAS A PROF CORP 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 990 2013-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE PRESIDENT 8055477025 2015-01-12 1 BRUCE G BURG P00264515 3104441889 2013 2016-02-25 16:41:14Z TRICIA RITCHIE 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 13091807 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 7 200 147 813 -12 15889 3416 12439481 11873092 5572 -7912 1682988 1212030 14143930 13080626 50500 25000 0 0 11014102 10656296 0 0 23908 3489817 3528737 14554419 14210033 -410489 -1129407 9041739 7346094 2636986 2901529 6404753 4444565 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 12354529 25000 13073518 OPERATION OF HOME HEALTH AGENCIES AND AN INVESTMENT IN A HEALTH CARE JOINT VENTURE - ALL OF WHICH PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. 12354529 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 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 54 0 200 1 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 298823 0 7971 TED J GREENBERG CFO/DIRECTOR 24.00 8.00 X X 45520 0 228 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 1200 0 0 STEPHEN GROSSMAN DIRECTOR 1.00 1.00 X 900 0 0 GARY HARKINS DIRECTOR 1.00 1.00 X 1200 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 1.00 1.00 X 600 0 0 PETER FRIEDMAN DIRECTOR 1.00 1.00 X 600 0 0 CAROLE WETMORE DIRECTOR OF FINANCE 10.00 30.00 X 154226 0 0 LAURIE SMITH REGIONAL ADMINISTRATOR 40.00 X 159872 0 10421 JAMES DORF VICE PRESIDENT - HR 40.00 X 184990 0 24559 JESSE SOSTRIN VICE PRESIDENT - WORKFORCE 40.00 X 165855 0 6374 MARK WILSON VICE PRESIDENT - BUS DEV 40.00 X 170233 0 6451 1186419 0 56004 14 0 1 0 CROSSROAD PO BOX 6528 WYOMISSING PA 19610 NETWORK ADMINISTRATOR 231429 ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 SOFTWARE SUPPORT SERVICES 202185 SELECT DATA 4155 E LA PALMA SUITE 250 ANAHEIM CA 92807 CODING SERVICES 200069 GORELICK & USLANER CPAS 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 ACCOUNTING SERVICES 119445 4 3416 3416 PATIENT SERVICES 621610 11873092 11873092 11873092 2879 2879 390 11181 -10791 -10791 -10791 MANAGEMENT FEE INCOME 561000 611994 611994 INC FROM SUB THRU K-1 623000 599223 599223 MEDICAL RECORDS 624100 813 813 1212030 13080626 13073518 813 2879 25000 25000 361677 306050 55627 8286604 7391489 875556 19559 84957 21313 63644 1241155 1104710 133638 2807 681903 606939 73422 1542 36724 28670 8054 138500 138500 154579 144495 10084 286451 240342 46109 578935 481898 97037 498203 402578 95625 17711 6351 11360 3423 2354 1069 179299 145335 33964 67505 6135 61370 OUTSIDE SERVICES 557011 493029 63982 OUTSIDE SERVICES - THER 440356 440356 SUPPLIES 197952 197952 REPAIRS & MAINTENANCE 126686 109195 17491 245402 200338 45064 14210033 12354529 1831596 23908 749121 357289 1568352 1561499 3956413 3648868 27470 25191 226364 152037 1570798 1197861 338869 372937 132025 116952 2043125 1111321 9041739 7346094 1284341 1632153 55400 42400 1297245 1226976 2636986 2901529 X 6293511 4378709 54017 8631 57225 57225 6404753 4444565 9041739 7346094 X -1129407 -830781 X X 0 0 0 X 2035 144156 30200 15889 3416 195696 13263272 12845189 13077747 12439481 11873092 63498781 13265307 12989345 13107947 12455370 11876508 63694477 0 0 0 63694477 7176 3818 3588 2942 2879 20403 7176 3818 3588 2942 2879 20403 1489598 1637454 1873264 1684912 1200426 7885654 14762081 14630617 14984799 14143224 13079813 71600534 0.88960 0.89180 0.00030 0.00110 X 197794 123337 74457 1373004 1074524 298480 372937 DEPOSITS 56784 GOODWILL 658667 INVESTMENT IN AFFILIATES 395870 1111321 DEFERRED RETIREMENT BENEFITS 1226976 1226976 X 21911417 10044528 10044528 11866889 1213737 1213737 13080626 23871605 9682567 9682567 14189038 20995 20995 14210033 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, 2013, 2012 AND 2011 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 501,007. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 9,092,612. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 427,813. LOSS FROM DISPOSITION OF ASSETS RECORDED IN REVENUE SECTION ON TAX RETURN 10,791. REVERSAL OF EXPENSES 12,305. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 599,223. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 2,520. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 611,994. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 9,087,239. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 4,576. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 579,961. LOSS ON DISPOSITION OF ASSETS INCLUDED IN REVENUE SECTION ON TAX RETURN 10,791. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMORTIZATION OF GOODWILL 27,300. CONTRIBUTION TO HOSPICE PARTNERS INC 6,000. REVERSAL OF EXPENSES -12,305. 1 ACCRUED CURRENTLY UNSPENT 25000 ACCRUED, CURRENTLY UNSPENT PART I, LINE 2: GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS WITHOUT RESTRICTIONS. THERE IS NO FORMAL MONITORING OF THE USE OF FUNDS. X X X X 1 1 0 0 0 0 0 1 0 TRICIA RITCHIE PRESIDENT/DIRECTOR 276945 0 21878 0 0 0 1521 0 6450 0 306794 0 0 0 CAROLE WETMORE DIRECTOR OF FINANCE 120221 0 0 0 34005 0 0 0 0 0 154226 0 0 0 LAURIE SMITH REGIONAL ADMINISTRATOR 159872 0 0 0 0 0 822 0 9599 0 170293 0 0 0 JAMES DORF VICE PRESIDENT - HR 147169 0 0 0 37821 0 0 0 24559 0 209549 0 0 0 JESSE SOSTRIN VICE PRESIDENT - WORKFORCE 131304 0 0 0 34551 0 0 0 6374 0 172229 0 0 0 MARK WILSON VICE PRESIDENT - BUS DEV 170233 0 0 0 0 0 0 0 6451 0 176684 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, 2014: TRICIA RITCHIE - $1,521 LAURIE SMITH - $822 MATTHEW SEMPRE - $643 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. PART II, COLUMN B(III): SEVERANCE PAY LAURIE SMITH MOTHER OF PRESIDENT / CEO 159872 REGIONAL ADMINISTRATOR 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 -100,737. NET LOSS OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS -763,344. AMORTIZATION OF GOODWILL 27,300. CONTRIBUTION TO HOSPICE PARTNERS INC 6,000. 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) 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) 9 N/A 0 COASTAL LLC 200 S 13TH ST 205 GROVER BEACH CA 93433 770411900 OPERATES SKILLED NURSING FACILITIES CA N/A RELATED 602267 3879062 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 -4576 385 1.00000 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 HOSPICE PARTNERS INC Q 1412879 HOSPICE PARTNERS INC S 2171614 WILSHIRE COMMUNITY SERVICES Q 269068 WILSHIRE COMMUNITY SERVICES R 150181 COASTAL LLC D 259314 WILSHIRE COMMUNITY SERVICES N 59830 HOSPICE PARTNERS INC O 209744 WILSHIRE COMMUNITY SERVICES O 326857