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Nonprofiteer
← WILSHIRE HEALTH AND COMMUNITY SERVICES INC

Form 990 for tax year 2024

Filed by WILSHIRE HEALTH AND COMMUNITY SERVICES INC.

Totals

Total revenue
$5,304,865
Total expenses
$6,312,148
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,695,057
Investment income
$4,966
Other revenue
$604,842
Total assets, end of year
$11,317,972
Total liabilities, end of year
$2,838,403
Net assets or fund balances, end of year
$8,479,569
Program services expenses (Part IX)
$4,189,427
Management and general expenses
$2,122,721
Fundraising expenses
$0
Program service expenses (Part III)
$4,189,427

Program services were 66.4% 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.

  • 2a · Program service revenue: PATIENT SERVICES

    total $4,695,057 · related or exempt $4,695,057

  • 3 · Investment income

    total $4,966 · excluded $4,966

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $604,842 · related or exempt $604,842

  • 11e · Other revenue, total

    $604,842

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $695,023 · management and general $695,023

  • 7 · Other salaries and wages

    total $2,523,303 · program services $2,523,303

  • 8 · Pension plan contributions

    total -$91,351 · program services -$91,351

  • 9 · Other employee benefits

    total $234,780 · program services $234,780

  • 10 · Payroll taxes

    total $227,718 · program services $227,718

  • 11b · Fees: legal

    total $27,000 · management and general $27,000

  • 12 · Advertising and promotion

    total $26,434 · management and general $26,434

  • 13 · Office expenses

    total $154,837 · management and general $154,837

  • 14 · Information technology

    total $507,388 · management and general $507,388

  • 16 · Occupancy

    total $337,787 · management and general $337,787

  • 17 · Travel

    total $146,758 · program services $146,758

  • 19 · Conferences, conventions and meetings

    total $640 · program services $640

  • 20 · Interest

    total $73,834 · management and general $73,834

  • 22 · Depreciation, depletion and amortization

    total $62,062 · management and general $62,062

  • 23 · Insurance

    total $102,408 · program services $102,408

  • 24a · Other expenses: OUTSIDE THERAPISTS

    total $1,045,171 · program services $1,045,171

  • 24b · Other expenses: OUTSIDE SERVICES

    total $237,075 · management and general $237,075

  • 24c · Other expenses: BILLING SERVICES

    total $128,830 · management and general $128,830

  • 24d · Other expenses: TAXES AND LICENSES

    total $95,506 · management and general $95,506

  • 24e · All other expenses

    total -$223,055 · management and general -$223,055

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,351 · end of year $229,493

  • 2 · Savings and temporary cash investments

    beginning of year $959,904 · end of year $2,942

  • 4 · Accounts receivable

    beginning of year $493,881 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $105,252 · end of year $0

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

    $946,555

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

    $677,448

  • 10c · Land, buildings and equipment, net

    beginning of year $278,796 · end of year $269,107

  • 12 · Investments: other securities

    beginning of year $353,833

  • 15 · Other assets

    beginning of year $11,440,349 · end of year $10,816,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,811,722 · end of year $810,307

  • 18 · Grants payable

    beginning of year $7,401 · end of year $7,401

  • 24 · Unsecured notes and loans payable

    beginning of year $35,877 · end of year $17,601

  • 25 · Other liabilities

    beginning of year $2,360,514 · end of year $2,003,094

  • 27 · Net assets without donor restrictions

    beginning of year $9,470,939 · end of year $8,463,656

  • 28 · Net assets with donor restrictions

    beginning of year $15,913 · end of year $15,913

Mission and programs · 2024

Mission

SEE SCHEDULE O

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

    Expenses $4,189,427 · Revenue $5,299,899

As filed on the 2024 return.

Listed in Part VII

  • Tricia Smith

    DIRECTOR/PRESIDENT/CEO

    Total calculated
    $436,900
    From this org
    $436,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $436,900
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $436,900

  • David Oliver

    DIRECTOR/VP OF HR

    Total calculated
    $74,723
    From this org
    $74,723
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Susan Dailey

    DIRECTOR

    Total calculated
    $218,172
    From this org
    $218,172
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,172
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $218,172

  • Ira R Alpert

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    3.5 + 1.5 related

  • Ted J Greenberg

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Tom Sherman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lori Richardson Pelliccioni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Andrea Portney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Barbara Jennings

    CFO

    Total calculated
    $183,400
    From this org
    $183,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,400
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $183,400

  • Kevin Parzych

    CHIEF MEDICAL DIRECTOR

    Total calculated
    $407,716
    From this org
    $407,716
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 39 related

    Schedule J breakdown matched by us

    Base
    $407,716
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $407,716

  • Janice A Sanderfer

    DIRECTOR OF COMPLIANCE

    Total calculated
    $154,010
    From this org
    $154,010
    From related orgs
    $0
    Other
    $0
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $154,010
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,010

  • Charles Felts

    MANAGER

    Total calculated
    $183,153
    From this org
    $183,153
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,153
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $183,153

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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
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 GOLAS AND OBJECTIVES TO SEE IF THEY HAVE BEEN MET AND TO DETERMINE INCENTIVE COMPENSATION, IF ANY.
PART 1, 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 GOLAS 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 HEALTH CARE ORGANIZATIONS · CA

  • WILSHIRE CONNECTED CARE

    C · MEDICAL SERVICES · CA

Provenance

Return type
form_990
Tax year
2024
Filed
8 July 2026
IRS schema version
2024v5.5
Source object
202611919349300826

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