WILSHIRE COMMUNITY SERVICES (EIN 205885093) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

TRICIA SMITH

Phone

8055477025

Tax Period

2023-07-01 to 2024-06-30

WILSHIRE COMMUNITY SERVICES, founded in 2006, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $37,475

Program Service Revenue $1,774,157

Investment Income $5,766

Other Revenue $0

TOTAL REVENUE $1,817,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,237,945

Fundraising Expenses $0

Program Expenses $1,619,737

Other Expenses $656,263

TOTAL EXPENSES $1,894,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,817,398	$1,542,501	+0.2%
Expenses	$1,894,208	$1,935,037	0.0%
Net Income	$-76,810	$-392,536	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$929,778

Total Directors

$761,712

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRICIA SMITH	DIRECTOR/PRESIDENT/CEO	1.00	Officer Director	$0	$16,285	$491,842
DAVID OLIVER	DIRECTOR/VP OF HR	1.00	Officer Director	$0	$38,910	$269,870
IRA R ALPERT	DIRECTOR/CHAIR	0.00	Officer Director	$0	$0	$0
TED J GREENBERG	DIRECTOR/SECRETARY	0.00	Officer Director	$0	$0	$0
TOM SHERMAN	DIRECTOR	0.00	Director	$0	$0	$0
LORI RICHARDSON PELLICCIONI	DIRECTOR	0.00	Director	$0	$0	$0
ANDREA PORTNEY	DIRECTOR	0.00	Director	$0	$0	$0
BARBARA JENNINGS	CFO	1.00	Officer	$0	$32,881	$168,066
TRACI AUTRY	ADMINISTRATOR	40.00	Highest	$112,936	$18,790	$131,726
ANDREA STEEN-LARSON	MEDICATION MANAGER	41.00	Highest	$108,571	$1,880	$110,451

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,817,398	$1,894,208	$781,491	$-76,810
2023	$1,542,501	$1,935,037	$445,099	$-392,536
2022	$1,310,421	$2,010,309	$607,307	$-699,888
2021	$1,240,229	$1,683,414	$504,559	$-443,185
2020	$1,138,202	$1,343,093	$596,349	$-204,891
2019	$945,307	$1,114,829	$211,235	$-169,522
2018	$923,781	$1,059,719	$261,522	$-135,938

WILSHIRE COMMUNITY SERVICES