WILSHIRE HEALTH AND COMMUNITY SERVICES INC (EIN 952374185) - 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

1960

Legal Domicile

Principal Officer

TRICIA SMITH

Phone

8055477025

Tax Period

2023-07-01 to 2024-06-30

WILSHIRE HEALTH AND COMMUNITY SERVICES INC, founded in 1960, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2023. Expenses of $8.9M exceeded revenue, resulting in a 33% operating deficit.

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.

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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 $27,136

Program Service Revenue $6,565,778

Investment Income $109,890

Other Revenue $4,251

TOTAL REVENUE $6,707,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,558,502

Fundraising Expenses $95,972

Program Expenses $5,139,508

Other Expenses $2,329,530

TOTAL EXPENSES $8,888,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,707,055	$6,580,440	+0.0%
Expenses	$8,888,032	$8,377,642	+0.1%
Net Income	$-2,180,977	$-1,797,202	+0.2%

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

120

Volunteers

N/A

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

$933,778

Total Directors

$770,712

Key Employees

$432,180

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRICIA SMITH	DIRECTOR/PRESIDENT/CEO	40.00	Officer Director	$475,557	$16,285	$491,842
DAVID OLIVER	DIRECTOR/VP OF HR	40.00	Officer Director	$230,960	$38,910	$269,870
IRA R ALPERT	DIRECTOR/CHAIR	3.50	Officer Director	$2,000	$0	$2,000
TED J GREENBERG	DIRECTOR/SECRETARY	0.50	Officer Director	$2,000	$0	$2,000
TOM SHERMAN	DIRECTOR	0.50	Director	$2,000	$0	$2,000
LORI RICHARDSON PELLICCIONI	DIRECTOR	0.50	Director	$2,000	$0	$2,000
ANDREA PORTNEY	DIRECTOR	0.50	Director	$1,000	$0	$1,000
BARBARA JENNINGS	CFO	40.00	Officer	$135,185	$32,881	$168,066
KEVIN PARZYCH	CHIEF MEDICAL DIRECTOR	2.00	Key Emp	$400,612	$31,568	$432,180
WILLIS KESSINGER	HOME HEALTH AND HOSPICE ADMINISTRATOR	20.00	Highest	$179,092	$13,832	$192,924
CONSTANCE L DYKHOUSE	MANAGER	40.00	Highest	$142,199	$0	$142,199
CORTNIE M MUNIZ	PHYSICAL THERAPIST	37.00	Highest	$136,138	$5,964	$142,102
TRAVIS J SMITH	PHYSICAL THERAPIST	41.00	Highest	$132,868	$13,716	$146,584
JANICE A SANDERFER	DIRECTOR OF COMPLIANCE	20.00	Highest	$137,680	$23,058	$160,738

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	$6,707,055	$8,888,032	$13,702,366	$-2,180,977
2023	$6,580,440	$8,377,642	$16,651,700	$-1,797,202
2022	$10,814,479	$8,817,934	$16,269,505	$1,996,545
2021	$9,751,674	$8,432,606	$8,786,738	$1,319,068
2020	$7,530,100	$8,572,086	$9,570,137	$-1,041,986
2019	$7,933,100	$9,272,475	$6,790,602	$-1,339,375
2018	$8,434,705	$8,653,534	$8,368,285	$-218,829

WILSHIRE HEALTH AND COMMUNITY SERVICES INC