WILSHIRE HEALTH AND COMMUNITY SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILSHIRE HEALTH AND COMMUNITY SERVICES INC (EIN 95-2374185)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-14
- IRS object ID
- 201340739349300134
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-14T13:27:21-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954538761 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORELICK & USLANER CPAS A PROF CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11620 WILSHIRE BLVD SUITE 800 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952374185 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSHIRE HEALTH & COMMUNITY SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILS | NameControl |
| Phone | 8055477025 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH STREET NO J | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRICIA RITCHIE | Name |
| Title | PRESIDENT | Title |
| Phone | 8055477025 | Phone |
| Date Signed | 2013-03-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE G BURG | Name |
| PTIN | P00264515 | PTIN |
| Phone | 3104441889 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TRICIA RITCHIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH STREET NO J | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15053547 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WILSHIREHCS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING A BROAD RANGE OF HEALTH AND COMMUNITY SERVICES TO ENHANCE THE LIVES OF OUR PATIENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 211 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 899 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -520 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 144156 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30200 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12845189 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13077747 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3818 | InvestmentIncomePriorYear |
| Investment Income Current Year | -63241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1638900 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1940992 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14632063 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14985698 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 48500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10606354 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10610353 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3676537 | OtherExpensePriorYear |
| Other Expenses Current Year | 3485403 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14331391 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14135756 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 300672 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 849942 | RevenuesLessExpensesCY |
| Total Assets BOY | 10206056 | TotalAssetsBOY |
| Total Assets EOY | 9863220 | TotalAssetsEOY |
| Total Liabilities BOY | 3499356 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3249211 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6706700 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6614009 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12706994 | Expense |
| Revenue | 14951011 | Revenue |
| Description | OPERATION OF HOME HEALTH AGENCIES, HOSPICES, AND AN INVESTMENT IN A HEALTH CARE JOINT VENTURE - ALL OF WHICH PROVIDE HEALTH CARE SERVICES TO THE PUBLIC. | Description |
| Total Program Service Expense | 12706994 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 58 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 211 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRICIA RITCHIE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8055477025 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH STREET SUITE J | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| IRA R ALPERT | |||||||
| DIRECTOR / CHAIR | 8.00 | X | 1200 | 0 | 0 | ||
| TED J GREENBERG | |||||||
| SECRETARY / DIRECTOR | 28.00 | X | 81279 | 0 | 9413 | X | |
| TRICIA RITCHIE | |||||||
| PRESIDENT / DIRECTOR | 25.00 | X | 267070 | 0 | 5956 | X | |
| TOM GORDON | |||||||
| DIRECTOR | 1.00 | X | 600 | 0 | 0 | ||
| ABBE LAND | |||||||
| DIRECTOR | 1.00 | X | 600 | 0 | 0 | ||
| CLARE RICHARDSON | |||||||
| DIRECTOR | 1.00 | X | 1200 | 0 | 0 | ||
| ANTHONY HARRIS | |||||||
| DIRECTOR | 1.00 | X | 900 | 0 | 0 | ||
| STEPHEN GROSSMAN | |||||||
| DIRECTOR | 1.00 | X | 900 | 0 | 0 | ||
| GARY HARKINS | |||||||
| DIRECTOR | 1.00 | X | 1200 | 0 | 0 | ||
| JIM DORF | |||||||
| VICE PRESIDENT - HR | 40.00 | 131429 | 0 | 13159 | X | ||
| SAM STODDARD | |||||||
| CO-CFO | 24.00 | 111498 | 0 | 7263 | X | ||
| CAROLE WETMORE | |||||||
| CO-CFO | 10.00 | 111498 | 0 | 8892 | X | ||
| MARK WILSON | |||||||
| VICE PRESIDENT - BUSINESS DEVELOPMENT | 40.00 | 124583 | 0 | 4731 | X | ||
| JESSE SOSTRIN | |||||||
| VICE PRESIDENT - WORKFORCE, LEADERSHIP & ORG DEV | 40.00 | 118496 | 0 | 6735 | X | ||
| LAURIE SMITH | |||||||
| ADMINISTRATOR | 40.00 | 129894 | 0 | 9763 | X | ||
| KERRY CHAPUT | |||||||
| PHYSICAL THERAPIST | 40.00 | 124898 | 0 | 8937 | X | ||
| MATT SEMPRE | |||||||
| ADMINISTRATOR | 40.00 | 119313 | 0 | 8255 | X | ||
| JACQUELINE KORTE | |||||||
| PHYSICAL THERAPIST | 40.00 | 118970 | 0 | 7429 | X | ||
| HELEN ROWAN | |||||||
| REGISTERED NURSE | 40.00 | 117663 | 0 | 5709 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1563191 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 96242 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CNC ASSOCIATES | |||||
| 641 E FARGO AVENUE | HANFORD | CA | 93230 | NETWORK ADMINISTRATOR | 212860 |
| ALLSCRIPTS | |||||
| 24630 NETWORK PLACE | CHICAGO | IL | 60673 | SOFTWARE SUPPORT SERVICES | 152960 |
| GORELICK & USLANER CPAS | |||||
| 11620 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90025 | ACCOUNTING SERVICES | 148300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 30200 | AllOtherContributions |
| Total Contributions | 30200 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICES | Description |
| Business Code | 621610 | BusinessCode |
| Total Revenue Column | 13077747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13077747 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13077747 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3588 | TotalRevenueColumn |
| Exclusion | $3,588 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1020 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 67849 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -66829 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -66829 | TotalRevenueColumn |
| Related Or Exempt Function Income | -66829 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| INC FROM SUB THRU K-1 | 623000 | 1153205 | 1153205 | |
| MANAGEMENT FEE INCOME | 561000 | 786888 | 786888 | |
| MEDICAL RECORDS | 624100 | 899 | 899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1940992 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14985698 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14951011 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 899 | UnrelatedBusinessRevenue |
| Exclusion | $3,588 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Program Services | 40000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584839 | Total |
| Program Services | 305270 | ProgramServices |
| Management And General | 279569 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8093487 | Total |
| Program Services | 7472363 | ProgramServices |
| Management And General | 621124 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174923 | Total |
| Program Services | 88244 | ProgramServices |
| Management And General | 86679 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1090410 | Total |
| Program Services | 966293 | ProgramServices |
| Management And General | 124117 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 666694 | Total |
| Program Services | 597500 | ProgramServices |
| Management And General | 69194 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33502 | Total |
| Program Services | 27595 | ProgramServices |
| Management And General | 5907 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147100 | Total |
| Management And General | 147100 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144945 | Total |
| Program Services | 144945 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254323 | Total |
| Program Services | 252813 | ProgramServices |
| Management And General | 1510 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 637067 | Total |
| Program Services | 624930 | ProgramServices |
| Management And General | 12137 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454586 | Total |
| Program Services | 451665 | ProgramServices |
| Management And General | 2921 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19640 | Total |
| Program Services | 18914 | ProgramServices |
| Management And General | 726 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2810 | Total |
| Program Services | 2760 | ProgramServices |
| Management And General | 50 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231541 | Total |
| Program Services | 229180 | ProgramServices |
| Management And General | 2361 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74056 | Total |
| Program Services | 5084 | ProgramServices |
| Management And General | 68972 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OUTSIDE SERVICES | 573775 | 570065 | 3710 |
| CONTRACT THERAPISTS AND | 378639 | 378639 | |
| REPAIRS & MAINTENANCE | 188851 | 188189 | 662 |
| SUPPLIES | 184461 | 184461 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160107 | Total |
| Program Services | 158084 | ProgramServices |
| Management And General | 2023 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14135756 | Total |
| Program Services | 12706994 | ProgramServices |
| Management And General | 1428762 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 867060 | BOY |
| EOY | 1151042 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1935897 | BOY |
| EOY | 2276006 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3667364 | BOY |
| EOY | 3811199 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27730 | BOY |
| EOY | 26918 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222368 | BOY |
| EOY | 205523 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1664252 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1252724 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485592 | BOY |
| EOY | 411528 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72555 | BOY |
| EOY | 72945 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927490 | BOY |
| EOY | 1908059 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10206056 | BOY |
| EOY | 9863220 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1527465 | BOY |
| EOY | 1421136 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45400 | BOY |
| EOY | 42400 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 443521 | BOY |
| EOY | 414618 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1482970 | BOY |
| EOY | 1371057 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3499356 | BOY |
| EOY | 3249211 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6493035 | BOY |
| EOY | 6456923 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156940 | BOY |
| EOY | 100361 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56725 | BOY |
| EOY | 56725 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6706700 | BOY |
| EOY | 6614009 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10206056 | BOY |
| EOY | 9863220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 849942 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -942633 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 144156 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30200 | CurrentTaxYear |
| Total | 184836 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11706668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11499376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13263272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12845189 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13077747 | CurrentTaxYear |
| Total | 62392252 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11711293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11503196 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13265307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12989345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13107947 | CurrentTaxYear |
| Total | 62577088 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 62577088 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 183598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3818 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3588 | CurrentTaxYear |
| Total | 259221 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 183598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3818 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3588 | CurrentTaxYear |
| Total | 259221 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23381 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 899 | CurrentTaxYear |
| Total | 29892 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 915944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 917485 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1489598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1637454 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1873264 | CurrentTaxYear |
| Total | 6833745 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12834216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12485300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14762669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14632063 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14985698 | CurrentTaxYear |
| Total | 69699946 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90710 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00670 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM SUB THRU K-1 MANAGEMENT FEE INCOME DISPOSITION OF BUSINESS ASSETS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 202352 | OtherCostOrOtherBasis |
| Depreciation | 110356 | Depreciation |
| Book Value | 91996 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1461900 | OtherCostOrOtherBasis |
| Depreciation | 1142368 | Depreciation |
| Book Value | 319532 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 411528 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 93595 |
| GOODWILL - NET OF AMORTIZATION | 658667 |
| INVESTMENT IN AFFILIATES | 1155797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1908059 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RETIREMENT BENEFITS | $1,292,110 |
| DUE TO MEDICARE FOR OVERPAYMENT | $78,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1371057 | TotalOfAmounts |
| Total Revenue | 14985698 | TotalRevenue |
| Total Expenses | 14135756 | TotalExpenses |
| Excess Or Deficit For Year | 849942 | ExcessOrDeficitForYear |
| Other | -$942,633 | OtherAmount |
| Total Adjustments | -942633 | TotalAdjustments |
| Excess Or Deficit Per FS | -92691 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26411479 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 13368789 | OtherRevenues |
| Revenue Not Rptd F990 | 13368789 | RevenueNotRptdF990 |
| Revenue Subtotal | 13042690 | RevenueSubtotal |
| Other Revenues Not Included | 1943008 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1943008 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14985698 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26504170 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 12400714 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 12400714 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14103456 | ExpensesSubtotal |
| Other Expenses Not Included | 32300 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 32300 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14135756 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011, 2010 AND 2009 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 8 - OTHER ADJUSTMENTS: | ADJUST INCOME FROM INVESTMENT IN LLC PER K-1 -143,196. NET LOSS OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS -831,737. AMORTIZATION OF GOODWILL 32,300. TOTAL TO SCHEDULE D, PART XI, LINE 8: -942,633. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT INCOME NOT REPORTED ON THIS RETURN - COASTAL LLC 1,012,927. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 11,748,789. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES 540,245. LOSS FROM DISPOSITION OF ASSETS RECORDED IN REVENUE SECTION ON TAX RETURN 66,828. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 1,153,205. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC 2,915. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES 786,888. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC. 11,716,083. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT SERVICES 9,307. SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES 608,496. LOSS ON DISPOSITION OF ASSETS INCLUDED IN REVENUE SECTION ON TAX RETURN 66,828. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | AMORTIZATION OF GOODWILL 32,300. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CEDARS SINAI MEDICAL CARE FOUNDATION | |||||||
| 200 N ROBERTSON BLVD 101 | LOS ANGELES | CA | 90211 | 951644600 | 501(C)(3) | 5000 | MEDICAL SERVICES |
| SABAN FREE CLINIC | |||||||
| 8405 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | 952539105 | 501(C)(3) | 10000 | MEDICAL SERVICES |
| ACCRUED CURRENTLY UNSPENT | |||||||
| 25000 | ACCRUED, CURRENTLY UNSPENT | ||||||
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TRICIA RITCHIE | NamePerson |
| Base Compensation Filing Org | 267070 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 1250 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 4706 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 273026 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4B | EMPLOYEES PARTICIPATING IN THE NONQUALIFIED 457(B) PLAN, AND THE CONTRIBUTIONS ACCRUED FOR THE YEAR ENDING JUNE 30, 2012: TRICIA RITCHIE - $1,250 ANDREA BRADFIELD - $5,967 JIM DORF - $5,295 LAURIE SMITH - $3,652 |
| 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. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAURIE SMITH | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MOTHER OF PRESIDENT / CEO | Relationship |
| Amount Of Transaction | 129894 | AmountOfTransaction |
| Description Of Transaction | ADMINISTRATOR / REGIONAL DIRECTOR | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 5: | ADJUST INCOME FROM INVESTMENT IN LLC PER K-1 -143,196. NET LOSS OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS -831,737. AMORTIZATION OF GOODWILL 32,300. TOTAL TO FORM 990, PART XI, LINE 5: -942,633. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE PROCESS OF THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS HAS NOT CHANGED. | FORM 990, PART XII, LINE 2C: | |
| FORM 990, PART VII - ESTIMATED HOURS OF OFFICERS TO RELATED ENTITIES: | TRICIA RITCHIE - AS PRESIDENT OF HOSPICE PARTNERS, INC. - ESTIMATED 13 HOURS PER WEEK TRICIA RITCHIE - AS PRESIDENT OF WILSHIRE COMMUNITY SERVICES, INC. - ESTIMATED 2 HOURS PER WEEK SAM STODDARD - CONTROLLER OF WILSHIRE COMMUNITY SERVICES, INC. - ESTIMATED 8 HOURS PER WEEK CAROLE WETMORE - AS DIRECTOR OF FINANCE OF HOSPICE PARTNERS, INC. - ESTIMATED 30 HOURS PER WEEK CAROLE WETMORE - AS DIRECTOR OF FINANCE OF WILSHIRE COMMUNITY SERVICES, INC. - ESTIMATED 0 HOURS PER WEEK TED GREENBERG - AS SECRETARY OF HOSPICE PARTNERS, INC, - ESTIMATED 2 HOURS PER WEEK IRA ALPERT - AS DIRECTOR OF HOSPICE PARTNERS, INC. - ESTIMATED 4 HOURS PER WEEK |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S 13TH ST 205 | AddressLine1 |
| City | GROVER BEACH | City |
| State | CA | State |
| ZIP Code | 93433 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770411900 | EIN |
| Primary Activity | OPERATES SKILLED NURSING FACILITIES | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 1012928 | ShareOfTotalIncome |
| Share Of EOY Assets | 4291363 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSHIRE MANAGEMENT SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH ST SUITE J | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954570093 | EIN |
| Primary Activity | BACK OFFICE SUPPORT FOR HEALTCHARE ORGANIZATIONS | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -9307 | ShareOfTotalIncome |
| Share Of EOY Assets | 1455 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| HOSPICE PARTNERS INC | |
| P | 65975 |
| HOSPICE PARTNERS INC | |
| R | 1433 |
| WILSHIRE COMMUNITY SERVICES | |
| P | 418163 |
| WILSHIRE COMMUNITY SERVICES | |
| R | 332967 |
| COASTAL LLC | |
| D | 576225 |
| WILSHIRE COMMUNITY SERVICES | |
| M | 60058 |
| HOSPICE PARTNERS INC | |
| N | 88694 |
| WILSHIRE COMMUNITY SERVICES | |
| N | 332759 |