Totals
- Total revenue
- $1,817,398
- Total expenses
- $1,894,208
- Contributions and grants received
- $37,475
- Grants paid
- $0
- Program service revenue
- $1,774,157
- Investment income
- $5,766
- Other revenue
- $0
- Total assets, end of year
- $781,491
- Total liabilities, end of year
- $3,812,749
- Net assets or fund balances, end of year
- -$3,031,258
- Program services expenses (Part IX)
- $1,619,737
- Management and general expenses
- $274,471
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,619,737
Program services were 85.5% 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)
$15,000
-
1f · All other contributions, gifts and grants
$22,475
-
1g · Noncash contributions included above
$8,405
-
2a · Program service revenue: SENIOR SERVICES
total $1,132,359 · related or exempt $1,132,359
-
2b · Program service revenue: GOOD NEIGHBOR
total $425,508 · related or exempt $425,508
-
2c · Program service revenue: CREATIVE MEDIATION
total $216,290 · related or exempt $216,290
-
3 · Investment income
total $5,766 · excluded $5,766
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,046,355 · program services $1,046,355
-
8 · Pension plan contributions
total $4,136 · program services $4,136
-
9 · Other employee benefits
total $110,189 · program services $110,189
-
10 · Payroll taxes
total $77,265 · program services $77,265
-
11a · Fees: management
total $274,471 · management and general $274,471
-
12 · Advertising and promotion
total $1,941 · program services $1,941
-
13 · Office expenses
total $36,956 · program services $36,956
-
14 · Information technology
total $69,953 · program services $69,953
-
16 · Occupancy
total $121,478 · program services $121,478
-
17 · Travel
total $54,158 · program services $54,158
-
22 · Depreciation, depletion and amortization
total $20,501 · program services $20,501
-
23 · Insurance
total $28,848 · program services $28,848
-
24a · Other expenses: OTHER PURCHASED SERVICE
total $19,517 · program services $19,517
-
24b · Other expenses: IN KIND GOODS
total $8,405 · program services $8,405
-
24c · Other expenses: CONSULTING FEES
total $6,850 · program services $6,850
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $6,435 · program services $6,435
-
24e · All other expenses
total $6,750 · program services $6,750
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $92,257 · end of year $394,341
-
4 · Accounts receivable
beginning of year $306,165 · end of year $356,866
-
9 · Prepaid expenses and deferred charges
beginning of year $416 · end of year $3,843
-
10a · Land, buildings and equipment: cost or other basis
$146,175
-
10b · Land, buildings and equipment: accumulated depreciation
$119,734
-
10c · Land, buildings and equipment, net
beginning of year $46,261 · end of year $26,441
-
17 · Accounts payable and accrued expenses
end of year $102,242
-
25 · Other liabilities
beginning of year $3,399,547 · end of year $3,710,507
-
27 · Net assets without donor restrictions
beginning of year -$2,954,448 · end of year -$3,031,258
Mission and programs · 2023
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 $960,430 · Revenue $1,132,359
-
CREATIVE MEDIATION SERVICES PROVIDES MEDIATION SERVICES, FACILITATION SERVICES AND TRAINING SERVICES. THESE SERVICES INCLUDE ALL SECTORS OF THE COMMUNITY.
Expenses $304,103 · Revenue $216,290
-
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 $350,021 · Revenue $425,508
-
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 $5,183
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tricia SmithTRICIA SMITH
DIRECTOR/PRESIDENT/CEO
- Total calculated
- $491,842
- From this org
- $0
- From related orgs
- $475,557
- Other
- $16,285
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $475,557 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,200 related
- Nontaxable benefits
- $0 + $9,085 related
- Filer's total
- $0 + $491,842 related
-
David OliverDAVID OLIVER
DIRECTOR/VP OF HR
- Total calculated
- $269,870
- From this org
- $0
- From related orgs
- $230,960
- Other
- $38,910
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $230,960 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $30,000 related
- Nontaxable benefits
- $0 + $8,910 related
- Filer's total
- $0 + $269,870 related
-
Ira R AlpertIRA R ALPERT
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 0 + 5 related
-
Ted J GreenbergTED J GREENBERG
DIRECTOR/SECRETARY
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Tom ShermanTOM SHERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Lori Richardson PelliccioniLORI RICHARDSON PELLICCIONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Andrea PortneyANDREA PORTNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Barbara JenningsBARBARA JENNINGS
CFO
- Total calculated
- $168,066
- From this org
- $0
- From related orgs
- $135,185
- Other
- $32,881
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $135,185 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,667 related
- Nontaxable benefits
- $0 + $25,214 related
- Filer's total
- $0 + $168,066 related
-
Traci AutryTRACI AUTRY
ADMINISTRATOR
- Total calculated
- $131,726
- From this org
- $112,936
- From related orgs
- $0
- Other
- $18,790
- Hours/week
- 40
-
Andrea Steen-LarsonANDREA STEEN-LARSON
MEDICATION MANAGER
- Total calculated
- $110,451
- From this org
- $108,571
- From related orgs
- $0
- Other
- $1,880
- Hours/week
- 41
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.
-
WILSHIRE HEALTH & COMMUNITY SERVICES INC
501(C)(3) · OPERATES HOME HEALTH AGENCIES & AN INVESTMENT IN A HEALTH CARE JV · CA
-
501(C)(3) · OPERATES HOSPICE AGENCIES & A THRIFT STORE · CA
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
- 2023
- Filed
- 29 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511209349303341
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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