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Nonprofiteer
← WILSHIRE HEALTH AND COMMUNITY SERVICES INC

Form 990 for tax year 2023

Filed by WILSHIRE HEALTH AND COMMUNITY SERVICES INC.

Totals

Total revenue
$6,707,055
Total expenses
$8,888,032
Contributions and grants received
$27,136
Grants paid
$0
Program service revenue
$6,565,778
Investment income
$109,890
Other revenue
$4,251
Total assets, end of year
$13,702,366
Total liabilities, end of year
$4,215,514
Net assets or fund balances, end of year
$9,486,852
Program services expenses (Part IX)
$5,139,508
Management and general expenses
$3,652,552
Fundraising expenses
$95,972
Program service expenses (Part III)
$5,139,508

Program services were 57.8% 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.

  • 1f · All other contributions, gifts and grants

    $27,136

  • 2a · Program service revenue: PATIENT SERVICES

    total $6,565,778 · related or exempt $6,565,778

  • 3 · Investment income

    total $109,890 · excluded $109,890

  • 11a · Other revenue: MISCELLANEOUS

    total $4,251 · related or exempt $4,251

  • 11e · Other revenue, total

    $4,251

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $899,235 · management and general $803,263 · fundraising $95,972

  • 7 · Other salaries and wages

    total $4,703,407 · program services $2,792,349 · management and general $1,911,058

  • 8 · Pension plan contributions

    total $113,914 · program services $36,027 · management and general $77,887

  • 9 · Other employee benefits

    total $442,784 · program services $251,121 · management and general $191,663

  • 10 · Payroll taxes

    total $399,162 · program services $219,046 · management and general $180,116

  • 11b · Fees: legal

    total $6,971 · management and general $6,971

  • 12 · Advertising and promotion

    total $36,034 · management and general $36,034

  • 13 · Office expenses

    total $220,850 · program services $4,943 · management and general $215,907

  • 14 · Information technology

    total $514,425 · program services $32,048 · management and general $482,377

  • 16 · Occupancy

    total $340,426 · management and general $340,426

  • 17 · Travel

    total $246,550 · program services $181,302 · management and general $65,248

  • 19 · Conferences, conventions and meetings

    total $4,139 · management and general $4,139

  • 20 · Interest

    total $4,252 · management and general $4,252

  • 22 · Depreciation, depletion and amortization

    total $75,943 · management and general $75,943

  • 23 · Insurance

    total $119,482 · management and general $119,482

  • 24a · Other expenses: OUTSIDE THERAPISTS

    total $1,508,978 · program services $1,508,978

  • 24b · Other expenses: OUTSIDE SERVICES

    total $359,531 · program services $68,226 · management and general $291,305

  • 24c · Other expenses: BILLING SERVICES

    total $213,297 · management and general $213,297

  • 24d · Other expenses: TAXES AND LICENSES

    total $110,886 · management and general $110,886

  • 24e · All other expenses

    total -$1,432,234 · program services $45,468 · management and general -$1,477,702

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,369 · end of year $70,351

  • 2 · Savings and temporary cash investments

    beginning of year $4,126,943 · end of year $959,904

  • 4 · Accounts receivable

    beginning of year $645,645 · end of year $493,881

  • 9 · Prepaid expenses and deferred charges

    beginning of year $231,787 · end of year $105,252

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

    $875,599

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

    $596,803

  • 10c · Land, buildings and equipment, net

    beginning of year $117,430 · end of year $278,796

  • 12 · Investments: other securities

    beginning of year $354,261 · end of year $353,833

  • 15 · Other assets

    beginning of year $11,157,265 · end of year $11,440,349

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,495,497 · end of year $1,811,722

  • 18 · Grants payable

    beginning of year $20,289 · end of year $7,401

  • 24 · Unsecured notes and loans payable

    beginning of year $63,747 · end of year $35,877

  • 25 · Other liabilities

    beginning of year $9,958,864 · end of year $2,360,514

  • 27 · Net assets without donor restrictions

    beginning of year $5,103,157 · end of year $9,470,939

  • 28 · Net assets with donor restrictions

    beginning of year $10,146 · end of year $15,913

Mission and programs · 2023

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 $5,139,508 · Revenue $6,570,029

As filed on the 2023 return.

Listed in Part VII

  • Tricia Smith

    DIRECTOR/PRESIDENT/CEO

    Total calculated
    $491,842
    From this org
    $475,557
    From related orgs
    $0
    Other
    $16,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,557
    Bonus
    $0
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $9,085
    Filer's total
    $491,842

  • David Oliver

    DIRECTOR/VP OF HR

    Total calculated
    $269,870
    From this org
    $230,960
    From related orgs
    $0
    Other
    $38,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,960
    Bonus
    $0
    Other
    $0
    Deferred
    $30,000
    Nontaxable benefits
    $8,910
    Filer's total
    $269,870

  • Ira R Alpert

    DIRECTOR/CHAIR

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

  • Lori Richardson Pelliccioni

    DIRECTOR

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

  • Andrea Portney

    DIRECTOR

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Barbara Jennings

    CFO

    Total calculated
    $168,066
    From this org
    $135,185
    From related orgs
    $0
    Other
    $32,881
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,185
    Bonus
    $0
    Other
    $0
    Deferred
    $7,667
    Nontaxable benefits
    $25,214
    Filer's total
    $168,066

  • Kevin Parzych

    CHIEF MEDICAL DIRECTOR

    Total calculated
    $432,180
    From this org
    $400,612
    From related orgs
    $0
    Other
    $31,568
    Hours/week
    2 + 39 related

    Schedule J breakdown matched by us

    Base
    $400,612
    Bonus
    $0
    Other
    $0
    Deferred
    $29,688
    Nontaxable benefits
    $1,880
    Filer's total
    $432,180

  • Willis Kessinger

    HOME HEALTH AND HOSPICE ADMINISTRATOR

    Total calculated
    $192,924
    From this org
    $179,092
    From related orgs
    $0
    Other
    $13,832
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $179,092
    Bonus
    $0
    Other
    $0
    Deferred
    $5,431
    Nontaxable benefits
    $8,401
    Filer's total
    $192,924

  • Constance L Dykhouse

    MANAGER

    Total calculated
    $142,199
    From this org
    $142,199
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cortnie M Muniz

    PHYSICAL THERAPIST

    Total calculated
    $142,102
    From this org
    $136,138
    From related orgs
    $0
    Other
    $5,964
    Hours/week
    37

  • Travis J Smith

    PHYSICAL THERAPIST

    Total calculated
    $146,584
    From this org
    $132,868
    From related orgs
    $0
    Other
    $13,716
    Hours/week
    41

  • Janice A Sanderfer

    DIRECTOR OF COMPLIANCE

    Total calculated
    $160,738
    From this org
    $137,680
    From related orgs
    $0
    Other
    $23,058
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $137,680
    Bonus
    $0
    Other
    $0
    Deferred
    $11,310
    Nontaxable benefits
    $11,748
    Filer's total
    $160,738

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
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202521209349303667

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