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Nonprofiteer
← WILSHIRE COMMUNITY SERVICES

Form 990 for tax year 2022

Filed by WILSHIRE COMMUNITY SERVICES.

Totals

Total revenue
$1,542,501
Total expenses
$1,935,037
Contributions and grants received
$222,385
Grants paid
$0
Program service revenue
$1,320,116
Investment income
$0
Other revenue
$0
Total assets, end of year
$445,099
Total liabilities, end of year
$3,399,547
Net assets or fund balances, end of year
-$2,954,448
Program services expenses (Part IX)
$1,717,720
Management and general expenses
$217,317
Fundraising expenses
$0
Program service expenses (Part III)
$1,717,720

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $211,477

  • 1f · All other contributions, gifts and grants

    $10,908

  • 2a · Program service revenue: SENIOR SERVICES

    total $973,826 · related or exempt $973,826

  • 2b · Program service revenue: CREATIVE MEDIATION

    total $346,290 · related or exempt $346,290

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,101,461 · program services $1,101,461

  • 8 · Pension plan contributions

    total $3,534 · program services $3,534

  • 9 · Other employee benefits

    total $159,450 · program services $159,450

  • 10 · Payroll taxes

    total $91,501 · program services $91,501

  • 11a · Fees: management

    total $205,049 · management and general $205,049

  • 12 · Advertising and promotion

    total $3,513 · program services $3,513

  • 13 · Office expenses

    total $37,920 · program services $37,920

  • 14 · Information technology

    total $66,927 · program services $66,927

  • 16 · Occupancy

    total $114,469 · program services $114,469

  • 17 · Travel

    total $52,262 · program services $52,262

  • 22 · Depreciation, depletion and amortization

    total $22,200 · program services $22,200

  • 23 · Insurance

    total $27,781 · program services $15,513 · management and general $12,268

  • 24a · Other expenses: OTHER PURCHASED SERVICE

    total $28,373 · program services $28,373

  • 24b · Other expenses: VOLUNTEER AND CLIENT SU

    total $12,157 · program services $12,157

  • 24c · Other expenses: CONTINUING EDUCATION

    total $5,403 · program services $5,403

  • 24d · Other expenses: OTHER EXPENSES

    total $2,327 · program services $2,327

  • 24e · All other expenses

    total $710 · program services $710

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,630 · end of year $92,257

  • 4 · Accounts receivable

    beginning of year $533,925 · end of year $306,165

  • 9 · Prepaid expenses and deferred charges

    beginning of year $292 · end of year $416

  • 10a · Land, buildings and equipment: cost or other basis

    $145,493

  • 10b · Land, buildings and equipment: accumulated depreciation

    $99,232

  • 10c · Land, buildings and equipment, net

    beginning of year $68,460 · end of year $46,261

  • 25 · Other liabilities

    beginning of year $3,169,219 · end of year $3,399,547

  • 27 · Net assets without donor restrictions

    beginning of year -$2,561,912 · end of year -$2,954,448

Mission and programs · 2022

Mission

OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. CREATED BY THE COMMUNITY, FOR THE COMMUNITY, OUR TEAM OF DEDICATED PROFESSIONALS SERVE THEIR NEIGHBORS WITH INTEGRITY, COMPASSION AND ENERGY; PROMOTING POSITIVE COMMUNITY CONNECTIONS THROUGH FRIENDSHIP, COUNSELING AND MEDIATION.

  • SENIOR SERVICES OFFERS EMPATHETIC LISTENING AND GUIDANCE BY PROFESSIONALLY TRAINED VOLUNTEER COUNSELORS WHO HELP SENIORS NAVIGATE THE UPS AND DOWNS OF GRIEF, LOSS, DEPRESSION AND OTHER LIFE CHANGES.

    Expenses $954,496 · Revenue $973,826

  • CREATIVE MEDIATION SERVICES PROVIDES MEDIATION SERVICES, FACILITATION SERVICES AND TRAINING SERVICES. THESE SERVICES INCLUDE ALL SECTORS OF THE COMMUNITY.

    Expenses $425,382 · Revenue $346,290

  • THE GOOD NEIGHBOR PROGRAM IS A GRASSROOTS EFFORT TO BRIDGE GAPS IN SAFETY-NET SERVICES FOR SENIORS AND ADULTS WITH DISABILITIES. VOLUNTEERS DONATE THEIR TIME AND TALENT TO PROVIDE SERVICES THAT MEET ESSENTIAL NEEDS THAT ARE CURRENTLY UNFILLED BY OTHER PROGRAMS OR SERVICES. EXAMPLES OF SUCH SERVICES INCLUDE TRANSPORTATION, MINOR HOME REPAIR, LIGHT HOUSEWORK, YARD WORK, AND MEAL PREPARATION.

    Expenses $317,961

  • LOAN CLOSET IS A FREE COMMUNITY RESOURCE THAT LOANS MEDICAL EQUIPMENT TO THOSE IN NEED. BASIC MEDICAL DEVICES SUCH AS CRUTCHES, CANES, WALKERS, WHEELCHAIRS AND BATHROOM SAFETY EQUIPMENT IS COMMONLY USED FOR BRIEF PERIODS OF TIME AFTER AN INJURY, SURGERY OR SIMILAR CIRCUMSTANCE AND CAN BE MORE EXPENSIVE THAN FAMILIES CAN AFFORD. THE WILSHIRE LOAN CLOSET MAKES THIS EQUIPMENT AVAILABLE TO BORROW WHEN IT IS NEEDED.

    Expenses $19,881

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tricia Smith

    DIRECTOR/PRESIDENT/CEO

    Total calculated
    $504,149
    From this org
    $0
    From related orgs
    $485,231
    Other
    $18,918
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,231 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,800 related
    Nontaxable benefits
    $0 + $11,118 related
    Filer's total
    $0 + $504,149 related

  • Ira R Alpert

    DIRECTOR/CHAIR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 4 related

  • Ted J Greenberg

    DIRECTOR/SECRETARY

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Tom Sherman

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Gary Harkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Lori Richardson Pelliccioni

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 1 related

  • David Oliver

    DIRECTOR/CFO

    Total calculated
    $287,692
    From this org
    $0
    From related orgs
    $251,743
    Other
    $35,949
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,743 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $8,949 related
    Filer's total
    $0 + $287,692 related

  • Traci Autry

    ADMINISTRATOR

    Total calculated
    $131,405
    From this org
    $112,223
    From related orgs
    $0
    Other
    $19,182
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE CEO/PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS. A PERCENTAGE 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 I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WILSHIRE MANAGEMENT SERVICES INC

    C · OPERATES BACK OFFICE SERVICES FOR OTHER ENTITIES · CA

  • WILSHIRE CONNECTED CARE

    C · MEDICAL SERVICES · CA

Provenance

Return type
form_990
Tax year
2022
Filed
1 May 2024
IRS schema version
2022v5.0
Source object
202401319349303380

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