2014-03-05T16:26:20-06:00 2013-06-30 954538761 GORELICK & USLANER CPAS A PROF CORP 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 990 2012-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE 8055477025 2014-03-05 1 BRUCE G BURG P00264515 3104441889 2012 2015-11-30 17:44:51Z TRICIA RITCHIE 285 SOUTH STREET NO J SAN LUIS OBISPO CA 93401 14143930 0 X WWW.WILSHIREHCS.ORG X 1960 CA PROVIDING A BROAD RANGE OF HEALTH AND COMMUNITY SERVICES TO ENHANCE THE LIVES OF OUR PATIENTS. 8 6 200 337 706 0 30200 15889 13077747 12439481 -63241 5572 1940992 1682988 14985698 14143930 40000 50500 0 0 10610353 11014102 0 0 0 3485403 3489817 14135756 14554419 849942 -410489 9863220 9041739 3249211 2636986 6614009 6404753 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 12783351 50500 14124393 OPERATION OF HOME HEALTH AGENCIES AND AN INVESTMENT IN A HEALTH CARE JOINT VENTURE - ALL OF WHICH PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. 12783351 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 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 55 0 200 1 0 0 0 0 0 0 0 0 0 0 X 8 6 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 25.00 15.00 X X 295130 0 3500 TED J GREENBERG 24.00 8.00 X X 81279 0 228 IRA R ALPERT 4.00 1.00 X 1200 0 0 THOMAS GORDON 1.00 1.00 X 1200 0 0 CLARE RICHARDSON 1.00 1.00 X 1200 0 0 ANTHONY HARRIS 1.00 1.00 X 900 0 0 STEPHEN GROSSMAN 1.00 1.00 X 1200 0 0 GARY HARKINS 1.00 1.00 X 600 0 0 CAROLE WETMORE 10.00 30.00 X 134845 0 4822 LAURIE SMITH 40.00 X 146513 0 10973 JAMES DORF 40.00 X 158848 0 14294 JESSE SOSTRIN 40.00 X 147400 0 8481 ANDREA BRADFIELD 40.00 X 146960 0 0 MARK WILSON 40.00 X 143000 0 6540 1260275 0 48838 18 0 1 0 CROSSROAD PO BOX 6528 WYOMISSING PA 19610 NETWORK ADMINISTRATOR 332562 SELECT DATA 4155 E LA PALMA SUITE 250 ANAHEIM CA 92807 CODING SERVICES 213125 ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 SOFTWARE SUPPORT SERVICES 199831 GORELICK & USLANER CPAS 15260 VENTURA BLVD SUITE 1705 SHERMAN OAKS CA 91403 ACCOUNTING SERVICES 159345 4 15889 15889 PATIENT SERVICES 621610 12439481 12439481 12439481 2942 2942 2630 0 2630 2630 2630 INC FROM SUB THRU K-1 623000 928126 928126 MANAGEMENT FEE INCOME 561000 754156 754156 MEDICAL RECORDS 624100 706 706 1682988 14143930 14124393 706 2942 50500 50500 382336 326736 55600 8725903 7577855 1148048 120712 40995 79717 1084240 940958 143282 700911 608286 92625 37342 28886 8456 154200 154200 141606 141355 251 269012 267397 1615 554126 544841 9285 480098 476331 3767 29915 28729 1186 2180 2180 211956 209685 2271 71706 6904 64802 OUTSIDE SERVICES 626621 623676 2945 OUTSIDE SERVICES - PHYS 360524 360524 SUPPLIES 183943 183943 REPAIRS & MAINTENANCE 180757 179750 1007 185831 183820 2011 14554419 12783351 1771068 0 1151042 749121 2276006 1568352 3811199 3956413 26918 27470 205523 226364 1706737 1367868 411528 338869 72945 132025 1908059 2043125 9863220 9041739 1421136 1284341 42400 55400 414618 0 1371057 1297245 3249211 2636986 X 6456923 6293511 100361 54017 56725 57225 6614009 6404753 9863220 9041739 X -410489 201233 X X 0 1 X 1 0 X 3820 2035 144156 30200 15889 196100 11499376 13263272 12845189 13077747 12439481 63125065 11503196 13265307 12989345 13107947 12455370 63321165 0 0 0 63321165 61041 7176 3818 3588 2942 78565 61041 7176 3818 3588 2942 78565 917485 1489598 1637454 1873264 1684912 7602713 12481722 14762081 14630617 14984799 14143224 71002443 0.89180 0.89780 0.00110 0.00370 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM SUB THRU K-1 - 2008 AMOUNT: $ 292,099. 2009 AMOUNT: $ 660,356. 2010 AMOUNT: $ 812,291. 2011 AMOUNT: $ 1,153,205. 2012 AMOUNT: $ 928,126. MANAGEMENT FEE INCOME - 2008 AMOUNT: $ 625,386. 2009 AMOUNT: $ 829,242. 2010 AMOUNT: $ 825,163. 2011 AMOUNT: $ 786,888. 2012 AMOUNT: $ 754,156. DISPOSITION OF BUSINESS ASSETS - 2011 AMOUNT: $ -66,829. 2012 AMOUNT: $ 2,630. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218377 132945 85432 1488360 1234923 253437 338869 DEPOSITS 75474 GOODWILL - NET OF AMORTIZATION 658667 INVESTMENT IN AFFILIATES 1308984 2043125 DEFERRED RETIREMENT BENEFITS 1297245 1297245 X 25452017 12992572 12992572 12459445 1684485 1684485 14143930 25661273 11138995 11138995 14522278 32141 32141 14554419 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: WILSHIRE'S RETURNS FOR THE YEARS ENDED JUNE 30, 2012, 2011 AND 2010 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 722,917. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 11,756,264. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 508,521. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - WILSHIRE MANAGEMENT SERVIC 7,500. GAIN FROM DISPOSITION OF ASSETS RECORDED IN REVENUE SECTION ON TAX RETURN -2,630. PART XI, LINE 4B - OTHER ADJUSTMENTS: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 928,126. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 2,203. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 754,156. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 10,579,030. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 10,157. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 552,438. GAIN ON DISPOSITION OF ASSETS INCLUDED IN REVENUE SECTION ON TAX RETURN -2,630. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMORTIZATION OF GOODWILL 32,141. 1 ACCRUED CURRENTLY UNSPENT 50500 ACCRUED, CURRENTLY UNSPENT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 1 0 0 0 0 0 1 0 TRICIA RITCHIE 295130 0 0 0 0 0 3500 0 0 0 298630 0 0 0 LAURIE SMITH 146513 0 0 0 0 0 4395 0 6578 0 157486 0 0 0 JAMES DORF 158848 0 0 0 0 0 5294 0 9000 0 173142 0 0 0 JESSE SOSTRIN 147400 0 0 0 0 0 3350 0 5131 0 155881 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, 2013: TRICIA RITCHIE - $3,500 JAMES DORF - $5,294 LAURIE SMITH - $4,395 JESSE SOSTRIN - $3,350 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 146513 ADMINISTRATOR / REGIONAL DIRECTOR 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ADJUST INCOME FROM INVESTMENT IN LLC PER K-1 -207,412. NET INCOME OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS 376,504. AMORTIZATION OF GOODWILL 32,141. 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 HOSPICE INPATIENT UNIT & 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 722917 4035927 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 -2657 385 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 HOSPICE PARTNERS INC Q 1073260 HOSPICE PARTNERS INC S 767292 WILSHIRE COMMUNITY SERVICES Q 579721 WILSHIRE COMMUNITY SERVICES R 34228 WILSHIRE MANAGEMENT SERVICES Q 10694 COASTAL LLC D 522290 WILSHIRE COMMUNITY SERVICES N 62431 HOSPICE PARTNERS INC O 302812 WILSHIRE COMMUNITY SERVICES O 311922