2024-05-10T12:57:19-05:00 2023-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2022-07-01 205885093 WILSHIRE COMMUNITY SERVICES WILS 8055477025 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 TRICIA SMITH PRESIDENT 8055477025 2024-05-01 1 TRICIA SMITH 999009999 0 KIMBERLYN SPILLER P01491937 8058880241 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRICIA SMITH 285 SOUTH STREET J SAN LUIS OBISPO CA 93401 1542501 0 X WWW.WILSHIREHCS.ORG X 2006 CA 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. 7 5 23 110 0 0 189679 222385 1120742 1320116 0 0 0 0 1310421 1542501 0 0 0 0 1350126 1355946 0 0 0 660183 579091 2010309 1935037 -699888 -392536 607307 445099 3169219 3399547 -2561912 -2954448 X 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. 0 0 954496 973826 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. 425382 346290 CREATIVE MEDIATION SERVICES PROVIDES MEDIATION SERVICES, FACILITATION SERVICES AND TRAINING SERVICES. THESE SERVICES INCLUDE ALL SECTORS OF THE COMMUNITY. 317961 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. 19881 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. 19881 1717720 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 0 0 0 CA X TRICIA SMITH 8055477025 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 2.00 38.00 X X 0 485231 18918 IRA R ALPERT DIRECTOR/CHAIR 1.00 4.00 X X 0 2000 0 TED J GREENBERG DIRECTOR/SECRETARY 1.00 1.00 X X 0 2000 0 TOM SHERMAN DIRECTOR 1.00 1.00 X 0 2000 0 GARY HARKINS DIRECTOR 0.00 1.00 X 0 0 0 LORI RICHARDSON PELLICCIONI DIRECTOR 1.00 1.00 X 0 1500 0 DAVID OLIVER DIRECTOR/CFO 2.00 38.00 X 0 251743 35949 TRACI AUTRY ADMINISTRATOR 40.00 X 112223 0 19182 112223 744474 74049 1 0 1 0 0 211477 10908 222385 SENIOR SERVICES 624100 973826 973826 CREATIVE MEDIATION 624100 346290 346290 1320116 1542501 1320116 0 0 1101461 1101461 3534 3534 159450 159450 91501 91501 205049 205049 3513 3513 37920 37920 66927 66927 114469 114469 52262 52262 22200 22200 27781 15513 12268 OTHER PURCHASED SERVICE 28373 28373 VOLUNTEER AND CLIENT SU 12157 12157 CONTINUING EDUCATION 5403 5403 OTHER EXPENSES 2327 2327 710 710 1935037 1717720 217317 0 4630 92257 533925 306165 292 416 145493 99232 68460 46261 607307 445099 3169219 3399547 3169219 3399547 X -2561912 -2954448 -2561912 -2954448 607307 445099 -392536 0 X X 0 1 X 1 0 X 78184 69636 124035 189840 211477 673172 78184 69636 124035 189840 211477 673172 673172 673172 5541040 1.00000 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4146 3356 790 120671 78576 42095 20676 17300 3376 46261 DUE TO AFFILIATE 3399547 3399547 X PART X, LINE 2: WILSHIRE COMMUNITY SERVICES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WHICH INCLUDED THE FOLLOWING UNCERTAIN TAX POSITION NOTE: THE ORGANIZATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD IMPACT THE ORGANIZATION'S TAX-EXEMPT STATUS. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FASB (ASC). THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. 0 0 0 0 0 0 0 1 0 TRICIA SMITH DIRECTOR/PRESIDENT/CEO 0 485231 0 0 0 0 0 7800 0 11118 0 504149 0 0 DAVID OLIVER DIRECTOR/CFO 0 251743 0 0 0 0 0 27000 0 8949 0 287692 0 0 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. FORM 990, PART VI, SECTION A, LINE 8B N/A - THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURNS IS PROVIDED TO ALL BOARD MEMBERS. ALL BOARD MEMBERS REVIEW THE RETURNS AND ARE ENCOURAGED TO ASK THE PREPARER ANY QUESTIONS THEY MIGHT HAVE. ABSENT ANY OBJECTIONS, THE RETURNS ARE FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH QUESTIONNAIRES PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS FOR THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEARS. WILSHIRE HEALTH & COMMUNITY SERVICES INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 952374185 OPERATES HOME HEALTH AGENCIES & AN INVESTMENT IN A HEALTH CARE JV CA 501(C)(3) LINE 11 N/A 0 HOSPICE PARTNERS INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 770475425 OPERATES HOSPICE AGENCIES & A THRIFT STORE CA 501(C)(3) LINE 11 N/A 0 WILSHIRE MANAGEMENT SERVICES INC 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 954570093 OPERATES BACK OFFICE SERVICES FOR OTHER ENTITIES CA N/A C 0 WILSHIRE CONNECTED CARE 285 SOUTH STREET SUITE J SAN LUIS OBISPO CA 93401 831348822 MEDICAL SERVICES CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 WILSHIRE HEALTH & COMMUNITY SERVICES INC N 108421 WILSHIRE HEALTH & COMMUNITY SERVICES INC Q 1707788 WILSHIRE HEALTH & COMMUNITY SERVICES INC S 396638 WILSHIRE HEALTH & COMMUNITY SERVICES INC R 1337773