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Nonprofiteer
← WILSHIRE HEALTH AND COMMUNITY SERVICES INC

Form 990 for tax year 2022

Filed by WILSHIRE HEALTH AND COMMUNITY SERVICES INC.

Totals

Total revenue
$6,580,440
Total expenses
$8,377,642
Contributions and grants received
$13,747
Grants paid
$0
Program service revenue
$6,467,782
Investment income
$89,776
Other revenue
$9,135
Total assets, end of year
$16,651,700
Total liabilities, end of year
$11,538,397
Net assets or fund balances, end of year
$5,113,303
Program services expenses (Part IX)
$6,863,602
Management and general expenses
$1,365,229
Fundraising expenses
$148,811
Program service expenses (Part III)
$6,863,602

Program services were 81.9% 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.

  • 1f · All other contributions, gifts and grants

    $13,747

  • 2a · Program service revenue: PATIENT SERVICES

    total $6,467,736 · related or exempt $6,467,736

  • 2b · Program service revenue: AGING PROJECT

    total $46 · related or exempt $46

  • 3 · Investment income

    total $89,776 · excluded $89,776

  • 11a · Other revenue: MISCELLANEOUS

    total $9,135 · related or exempt $9,135

  • 11e · Other revenue, total

    $9,135

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $701,304 · management and general $607,337 · fundraising $93,967

  • 7 · Other salaries and wages

    total $5,386,534 · program services $4,183,661 · management and general $1,186,895 · fundraising $15,978

  • 8 · Pension plan contributions

    total $158,437 · program services $29,078 · management and general $129,359

  • 9 · Other employee benefits

    total $525,187 · program services $407,679 · management and general $111,278 · fundraising $6,230

  • 10 · Payroll taxes

    total $429,586 · program services $249,705 · management and general $174,310 · fundraising $5,571

  • 11b · Fees: legal

    total $138,899 · management and general $138,899

  • 11c · Fees: accounting

    total $159,010 · management and general $159,010

  • 12 · Advertising and promotion

    total $33,308 · program services $17,287 · management and general $16,021

  • 13 · Office expenses

    total $233,596 · program services $150,373 · management and general $83,223

  • 14 · Information technology

    total $336,242 · program services $266,166 · management and general $70,076

  • 16 · Occupancy

    total $478,929 · program services $282,210 · management and general $196,719

  • 17 · Travel

    total $280,385 · program services $226,645 · management and general $53,589 · fundraising $151

  • 19 · Conferences, conventions and meetings

    total $15,654 · program services $5,075 · management and general $10,579

  • 22 · Depreciation, depletion and amortization

    total $59,566 · program services $32,258 · management and general $27,308

  • 23 · Insurance

    total $113,336 · program services $50,603 · management and general $62,733

  • 24a · Other expenses: OUTSIDE THERAPISTS

    total $478,678 · program services $478,678

  • 24b · Other expenses: OUTSIDE SERVICES

    total $392,323 · program services $380,197 · management and general $12,126

  • 24c · Other expenses: RECRUITMENT AND RETENTI

    total $111,737 · program services $35,955 · management and general $75,782

  • 24d · Other expenses: MISCELLANEOUS

    total $81,374 · program services $7,604 · management and general $73,770

  • 24e · All other expenses

    total -$1,736,443 · program services $60,428 · management and general -$1,823,785 · fundraising $26,914

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $409,585 · end of year $18,369

  • 2 · Savings and temporary cash investments

    beginning of year $6,475,898 · end of year $4,126,943

  • 4 · Accounts receivable

    beginning of year $714,806 · end of year $645,645

  • 9 · Prepaid expenses and deferred charges

    beginning of year $68,026 · end of year $231,787

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

    $639,250

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

    $521,820

  • 10c · Land, buildings and equipment, net

    beginning of year $139,767 · end of year $117,430

  • 12 · Investments: other securities

    beginning of year $219,868 · end of year $354,261

  • 15 · Other assets

    beginning of year $8,241,555 · end of year $11,157,265

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,766,380 · end of year $1,495,497

  • 18 · Grants payable

    beginning of year $20,289 · end of year $20,289

  • 24 · Unsecured notes and loans payable

    beginning of year $89,148 · end of year $63,747

  • 25 · Other liabilities

    beginning of year $6,445,079 · end of year $9,958,864

  • 27 · Net assets without donor restrictions

    beginning of year $7,943,214 · end of year $5,103,157

  • 28 · Net assets with donor restrictions

    beginning of year $5,395 · end of year $10,146

Mission and programs · 2022

Mission

OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. WE DO SO WITH A FOCUS ON OUR PATIENTS, CLIENTS AND OUR COMMUNITIES AND WE SERVE WITH INTEGRITY, INNOVATION AND TRUST.

  • OPERATION OF A HOME HEALTH AGENCY WHICH PROVIDES HEALTH CARE SERVICES TO THE PUBLIC.

    Expenses $6,861,782 · Revenue $6,476,871

  • THE AGING PROJECT IS AN ANNUAL EVENT TO INCREASE AWARENESS AND INSPIRE ACTION RELATED TO ISSUES SURROUNDING AGING. THE EVENT FOCUSES ON BRINGING EDUCATORS, CLINICIANS, AND COMMUNITY MEMBERS TOGETHER FOR THOUGHTFUL AND INFORMATIVE DIALOGUE.

    Expenses $1,820 · Revenue $46

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
    $485,231
    From related orgs
    $0
    Other
    $18,918
    Hours/week
    40

    Schedule J breakdown matched by us

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

  • David Oliver

    VICE PRESIDENT - DIRECTOR/CFO

    Total calculated
    $287,692
    From this org
    $251,743
    From related orgs
    $0
    Other
    $35,949
    Hours/week
    40

    Schedule J breakdown matched by us

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

  • Ira R Alpert

    DIRECTOR/CHAIR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5 + 3.5 related

  • Ted J Greenberg

    DIRECTOR/SECRETARY

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Tom Sherman

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Gary Harkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lori Richardson Pelliccioni

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Kevin Parzych

    CHIEF MEDICAL DIRECTOR

    Total calculated
    $373,747
    From this org
    $345,215
    From related orgs
    $0
    Other
    $28,532
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $345,215
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $1,532
    Filer's total
    $373,747

  • Cortnie Muniz

    PHYSICAL THERAPIST

    Total calculated
    $139,465
    From this org
    $133,453
    From related orgs
    $0
    Other
    $6,012
    Hours/week
    39

  • Constance Dykhouse

    MANAGER

    Total calculated
    $133,347
    From this org
    $133,347
    From related orgs
    $0
    Other
    $0
    Hours/week
    38

  • Barbara Jennings

    DIRECTOR OF FINANCE

    Total calculated
    $148,815
    From this org
    $120,283
    From related orgs
    $0
    Other
    $28,532
    Hours/week
    40

  • Suzanne Simpson

    OCCUPATIONAL THERAPIST

    Total calculated
    $141,395
    From this org
    $113,984
    From related orgs
    $0
    Other
    $27,411
    Hours/week
    39

  • Travis Smith

    PHYSICAL THERAPIST

    Total calculated
    $146,995
    From this org
    $133,265
    From related orgs
    $0
    Other
    $13,730
    Hours/week
    41

  • Laurie Smith

    FORMER VP OF HOME HEALTH AND HOSPICE

    Total calculated
    $210,726
    From this org
    $176,827
    From related orgs
    $0
    Other
    $33,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,827
    Bonus
    $0
    Other
    $0
    Deferred
    $25,500
    Nontaxable benefits
    $8,399
    Filer's total
    $210,726

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 · BACK OFFICE SUPPORT FOR HEALTCHARE ORGANIZATIONS · CA · 100% owned

  • WILSHIRE CONNECTED CARE

    C · MEDICAL SERVICES · CA · 100% owned

Provenance

Return type
form_990
Tax year
2022
Filed
1 May 2024
IRS schema version
2022v5.0
Source object
202441319349302339

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