2011-03-14T14:42:57-05:00 2010-06-30 GORELICK & USLANER CPAs A PROF CORP 11620 WILSHIRE BLVD SUITE 800 LOS ANGELES CA 90025 990 2009-07-01 952374185 WILSHIRE HEALTH AND COMMUNITY SERVICES INC WILS 8055477025 285 SOUTH STREET No J SAN LUIS OBISPO CA 93401 TRICIA RITCHIE 8055477025 2011-02-15 1 Bruce G Burg 3104441889 2009 2016-02-24 21:20:13Z TRICIA RITCHIE 285 SOUTH STREET No J SAN LUIS OBISPO CA 93401 14763151 0 X WWW.WILSHIREHCS.ORG X 1960 CA Providing a broad range of health and community services to enhance the lives of our patients. 10 8 221 0 588 0 3820 2035 11499376 13263272 61041 7176 1000001 1490186 12564238 14762669 61000 35450 0 10614458 10196724 0 0 3733383 3762211 14408841 13994385 -1844603 768284 9399257 10211911 3558728 3777415 5840529 6434496 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 12904333 14754109 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. 12904333 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 52 0 221 1 0 0 0 0 0 0 0 10 8 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 IRA R ALPERT 8.00 X 54948 0 0 TED J GREENBERG 10.00 X X 81279 0 5410 TRICIA RITCHIE 30.00 X X 230169 0 248 TOM GORDON 1.00 X 300 0 0 RON ANDERSEN 1.00 X 600 0 0 ABBE LAND 1.00 X 900 0 0 CLARE RICHARDSON 1.00 X 1200 0 0 ANTHONY HARRIS 1.00 X 1200 0 0 STEPHEN GROSSMAN 1.00 X 900 0 0 GARY HARKINS 1.00 X 1200 0 0 LAURIE SMITH 40.00 X 139744 0 7159 HELEN ROWAN 40.00 X 111814 0 7400 JAMES DORF 40.00 X 105236 0 7384 ANDREA BRADFIELD 40.00 X 134992 0 12745 PAMELA THAYER-COMEGYS 40.00 X 103883 0 9345 968365 0 49691 8 0 1 0 ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 SOFTWARE SUPPORT SERVICES 170702 CNC ASSOCIATES 641 E FARGO AVENUE HANFORD CA 93230 NETWORK ADMINISTRATOR 136452 GORELICK & USLANER CPAS 11620 WILSHIRE BLVD SUITE 800 LOS ANGELES CA 90025 ACCOUNTING SERVICES 130800 SHC SERVICES PO BOX 27124 SALT LAKE CITY UT 84127 CONTRACTED RNS & LVNS 100002 4 2035 2035 PATIENT REVENUE 621610 13263272 13263272 13263272 5937 5937 1721 482 1239 1239 1239 MANAGEMENT FEE INCOME 561000 829242 829242 INC FROM SUB THRU K-1 623000 660356 660356 MEDICAL RECORDS AND AS 624100 588 588 1490186 14762669 14754109 588 5937 35450 35450 328759 240044 88715 8074137 7481502 592635 218524 126832 91692 907439 821376 86063 667865 613694 54171 76064 65330 10734 139500 139500 168837 168817 20 703539 692084 11455 389595 387089 2506 16159 15608 551 43 41 2 295946 293804 2142 61847 60120 1727 OUTSIDE SERVICES 481114 478222 2892 SUPPLIES 301907 301235 672 OUTSIDE SERVICES - OTHE 252950 252950 OUTSIDE SERVICES - PHYS 219562 219562 REPAIRS & MAINTENANCE 209096 208230 866 446052 442343 3709 13994385 12904333 1090052 0 214501 614222 57000 54535 2162467 2584762 384877 604834 31111 25564 216054 162877 2285581 1776766 553513 508815 5779734 5656302 9399257 10211911 1472418 1597604 58000 45900 2028310 2133911 3558728 3777415 X 5596470 6240265 187484 137506 56575 56725 5840529 6434496 9399257 10211911 X 0 1 1 X 0 X 16435 51309 4625 3820 2035 78224 14194015 12943595 11706668 11499376 13263272 63606926 14210450 12994904 11711293 11503196 13265307 63685150 0 0 0 63685150 97926 205352 183598 61041 7176 555093 97926 205352 183598 61041 7176 555093 17241 19115 23381 3578 588 63903 1065552 930393 915944 917485 1489598 5318972 15391169 14149764 12834216 12485300 14762669 69623118 0.91470 0.92150 0.00800 0.00860 X Schedule A, Part II, Line 12, Explanation of Other Income: INCOME FROM SUB THRU K-1 MANAGEMENT FEE INCOME 314551 131576 182975 1971030 1645190 325840 508815 DEPOSITS 41110 GOODWILL - NET OF AMORTIZATION 658667 INVESTMENT IN AFFILIATES 4956525 5656302 DEFERRED RETIREMENT BENEFITS 1312041 DUE TO MEDICARE FOR OVERPAYMENT 108923 DEFERRED REVENUE 712947 2133911 14762669 13994385 768284 -174317 -174317 593967 26716497 13447672 13447672 13268825 1493844 1493844 14762669 26196895 12202510 12202510 13994385 0 13994385 Part X: Description of Uncertain Tax Positions Under FIN 48: 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: -43749. NET INCOME OF SUBSIDIARIES REPORTED ON SEPARATE RETURNS: -204933. MERGER OF NET ASSETS OF CREATIVE MEDIATION SERVICES: 74365. Part XII, Line 2d - Other Adjustments: INVESTMENT INCOME NOT REPORTED ON THIS RETURN - COASTAL LLC: 620853. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC.: 12346112. SUBSIDIARY INCOME REPORTED ON A SEPARATE RETURN -WILSHIRE COMMUNITY SERVICES: 480707. Part XII, Line 4b - Other Adjustments: ORDINARY INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC: 660356. INTEREST INCOME FROM SUBSIDIARY THRU K-1 - COASTAL LLC: 4246. MANAGEMENT FEE FROM SUBSIDIARY REPORTED AS INCOME FOR TAX RETURN PURPOSES: 829242. Part XIII, Line 2d - Other Adjustments: SUBSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - HOSPICE PARTNERS, INC.: 11627326. subSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN - WILSHIRE MGMT, INC.: 15992. subSIDIARY EXPENSE REPORTED ON A SEPARATE RETURN-WILSHIRE COMMUNITY SERVICES: 559192. 1 UCLA FOUNDATION - SCHOOL OF PUBLIC HEALTH PO BOX 951772 LOS ANGELES CA 90095 952250801 501(C)(3) 10000 EDUCATIONAL PROGRAM CEDARS SINAI MEDICAL CARE FOUNDATION 200 N ROBERTSON BLVD 101 LOS ANGELES CA 90211 951644600 501(C)(3) 5000 MEDICAL SERVICES YMCA OF SAN LUIS OBISPO 1020 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952147727 501(C)(3) 2000 SOCIAL SERVICES CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)(3) 5000 EDUCATIONAL PROGRAM CENTRAL COAST FUNDS FOR CHILDREN PO BOX 1046 SAN LUIS OBISPO CA 93401 770338513 501(C)(3) 5000 SOCIAL SERVICES SANTA BARBARA NEIGBORHOOD CLINICS 970 EMBARCADERO DEL MAR ISLA VISTA CA 93117 770496382 501(C)(3) 5000 MEDICAL SERVICES VALLEY CAREGIVERS RESOURCE CENTER 3845 N CLARK STREET FRESNO CA 93726 770370104 501(C)(3) 5000 SOCIAL SERVICES SABAN FREE CLINIC 8405 BEVERLY BOULEVARD LOS ANGELES CA 90048 952539105 501(C)(3) 10000 MEDICAL SERVICES GRANTS ACCRUED IN PRIOR YEAR NOT PAID UNTIL CURRENT YEAR -11600 GRANTS ACCRUED IN PRIOR YEARS NOT PAID UNTIL CURRENT YEAR OTHER 50 OTHER 9 0 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 0 0 TRICIA RITCHIE 230169 0 0 0 0 0 0 0 248 0 230417 0 0 0 Part I, Line 4a EMPLOYEES PARTICIPATING IN THE NONQUALIFIED 457(B) PLAN, AND THE CONTRIBUTIONS ACCRUED FOR THE YEAR ENDING JUNE 30, 2010: TRICIA RITCHIE - $2,692 ANDREA BRADFIELD - $5,625 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 2C: THE PROCESS OF THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS HAS NOT CHANGED. FORM 990, PART VII - ESTIMATED HOURS OF OFFICERS TO RELATED ENTITIES: TRICIA RITCHIE - AS PRESIDENT OF HOSPICE PARTNERS, INC. - ESTIMATED 6 HOURS PER WEEK TRICIA RITCHIE - AS PRESIDENT OF WILSHIRE COMMUNITY SERVICES, INC. - ESTIMATED 4 HOUR PER WEEK TED GREENBERG - AS CFO OF HOSPICE PARTNERS, INC, - ESTIMATED 18 HOURS PER WEEK TED GREENBERG - AS CFO OF WILSHIRE COMMUNITY SERVICES, INC. - ESTIMATED 2 HOUR PER WEEK IRA ALPERT - AS DIRECTOR OF HOSPICE PARTNERS, INC. - ESTIMATED 4 HOURS PER WEEK HOSPICE PARTNERS INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 770475425 OPERATES HOSPICES CA 501(c)(3) 9 N/A WILSHIRE COMMUNITY SERVICES 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 205885093 OPERATES TWO SENIOR SERVICE PROGRAMS CA 501(c)(3) 9 N/A CREATIVE MEDIATION SERVICES 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 020667145 PROGRAM PROVIDES MEDIATION, FACILITATION AND TRAINING SERVICES CA 501(c)(3) 9 N/A COASTAL LLC 200 S 13TH ST 205 GROVER BEACH CA 93433 770411900 OPERATES SKILLED NURSING FACILITIES CA N/A RELATED 664602 4378955 0 1 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 -15992 387 1.00000 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 0 1 HOSPICE PARTNERS INC P 80148 HOSPICE PARTNERS INC R 15000 WILSHIRE MANAGEMENT SERVICES INC P 3906 WILSHIRE COMMUNITY SERVICES P 298653 WILSHIRE COMMUNITY SERVICES R 218746 COASTAL LLC D 3010785