2025-08-13T19:09:46-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 931067253 PACIFIC RETIREMENT SERVICES INC PACI 8887246424 1 WEST MAIN STREET 303 MEDFORD OR 97501 DIANA JAMISON CFO 8887246424 2025-08-13 1 0 KURT BENNION CPA P01469618 4252506100 2025-08-11 2023 2025-03-06 01:10:19Z LARRY BOECK 1 WEST MAIN STREET 303 MEDFORD OR 97501 26288444 0 X WWW.RETIREMENT.ORG X 1990 OR PROVIDE EXCEPTIONAL LEADERSHIP TO OUR FAMILY OF ORGANIZATIONS TO ENHANCE THE AGING EXPERIENCE. 15 15 187 15 0 0 30206 0 19922098 25020608 -472138 1331480 -35897 -63644 19444269 26288444 9000 10000 0 0 15194945 18141076 0 0 0 6044935 5226606 21248880 23377682 -1804611 2910762 67465747 72418406 5741636 6716455 61724111 65701951 PACIFIC RETIREMENT SERVICES' MISSION IS TO EMPOWER PEOPLE TO LEAD MEANINGFUL LIVES AS THEY AGE. 0 0 23377682 10000 25020608 PACIFIC RETIREMENT SERVICES, INC.'S VISION IS CREATING COMMUNITIES TO PROVIDE EACH RESIDENT WITH LIFESTYLE 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ADMINISTRATION 40.00 0.00 X 254704 0 59611 TODD ALBERT VP, CULINARY SERVICES 40.00 0.00 X 250021 0 46729 DIANA JAMISON CFO (AS OF JANUARY 2024) 40.00 0.00 X 409 0 0 LARRY BOECK CHAIR 1.00 0.00 X X 0 0 0 LYNN JOHNSON VICE CHAIR 1.00 2.00 X X 0 0 0 DOUG WILSON TREASURER 1.00 2.00 X X 0 0 0 DOUG SPANI SECRETARY 1.00 0.00 X X 0 0 0 DOUG SCHMOR ASST SECRETARY (THROUGH DEC 2023) 1.00 1.00 X X 0 0 0 SUE CENTER DIRECTOR 1.00 1.00 X 0 0 0 PAM CLAASSEN DIRECTOR 1.00 1.00 X 0 0 0 CAROL FISCHER DIRECTOR 1.00 0.00 X 0 0 0 RAY HEYSELL DIRECTOR 1.00 0.00 X 0 0 0 BOB KERR DIRECTOR 1.00 1.00 X 0 0 0 BOB MAYERS DIRECTOR 1.00 2.00 X 0 0 0 JERI RENO DIRECTOR 1.00 0.00 X 0 0 0 TERRY SHIRROD DIRECTOR 1.00 2.00 X 0 0 0 BILL VAN VACTOR DIRECTOR 1.00 1.00 X 0 0 0 ROY VINYARD DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER TIFF WOOD DIRECTOR 1.00 2.00 X 0 0 0 5461604 0 761663 78 0 1 0 INDEED INC 177 BRIAD STREET STAMFORD CT 06901 PROFESSIONAL SERVICES 790044 RODEY DICKASON SLOAN AKIN AND ROBB P PO BOX 1888 ALBUQUERQUE NM 87103 PROFESSIONAL SERVICES 606140 RALLEY LLC 6543 SUMMIT STREET KANSAS CITY MO 64113 PROFESSIONAL SERVICES 441496 CLIFTONLARSONALLEN LLP PO BOX 31001-2443 PASADENA CA 91110 PROFESSIONAL SERVICES 387386 10 LOUDER MEDIA LLC 7210 LA VISTA DRIVE DALLAS TX 75214 PROFESSIONAL SERVICES 286383 16 MANAGEMENT FEE REVENUE 561000 17308642 17308642 INFO TECH SVC FEES 561000 2636386 2636386 ACCOUNTING FEES 561000 2556548 2556548 ALL OTHER PROGRAM REVENUE 561000 2519032 2519032 25020608 884145 884145 447335 0 447335 447335 447335 PARTNERSHIP INCOME/LOSS 900099 -63644 -63644 -63644 26288444 25020608 0 1267836 10000 10000 17995292 17995292 145784 145784 21224 21224 2269553 2269553 30883 30883 167314 167314 78607 78607 954323 954323 155170 155170 319372 319372 42550 42550 OTHER FACILITY SERVICE 1173845 1173845 TAXES 9765 9765 REPAIRS & MAINTENANCE 4000 4000 23377682 23377682 0 0 279133 1136522 15793274 15548099 9828 4555 1904373 110766 65068 419080 302241 7872373 3065118 4892887 4807255 5461641 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EACH SUPPORTED ORGANIZATION HAS AT LEAST ONE DIRECTOR WHO ALSO SERVES ON THE PRS BOARD OF DIRECTORS (SOME ALSO SERVE AS OFFICERS AT PRS) AS SET FORTH IN 26 CFR 1.509(A)-4(I)(3)(II)(B), AS WELL AS REPRESENTATION ON THE PRS INVESTMENT SUBCOMMITTEE AND, AS SUCH, CONTROLS THE INVESTMENT POLICIES OF PRS AND DETERMINE HOW THE INCOME AND ASSETS OF PRS ARE TO BE USED. PART IV, SECTION E, LINE 3A: THE BYLAWS OF EACH OF THE PRS SUPPORTED ORGANIZATIONS PROVIDE THAT A MAJORITY OF THE SUPPORTED ORGANIZATION'S OFFICERS AND/OR DIRECTORS ARE ELECTED OR APPOINTED BY PRS ACTING THROUGH PRS' BOARD OF DIRECTORS. PART IV, SECTION E, LINE 3B: PRS EXERCISED A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. PRS EXERCISES AUTHORITY FOR REVIEWING AND APPROVING THE BUDGETS, STRATEGIC PLANS, UNBUDGETED CONTRACTS IN EXCESS OF STATED DOLLAR AMOUNTS, CHANGES TO GOVERNING DOCUMENTS, ETC. OF THE SUPPORTED ORGANIZATIONS. PRS ALSO PROVIDES MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATIONS. 0 0 0 23377682 23377682 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 130560 130560 5081604 1029347 4052257 2592801 2035771 557030 67408 67408 4807255 5738346 F 5738346 DUE FROM AFFILIATES 41562439 457 DEFERRED COMPENSATION PLAN 512091 42074530 457 DEFERRED COMPENSATION PLAN 512091 512091 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2024, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. 1 LEADING AGE CALIFORNIA 1315 I STREET SUITE 100 SACRAMENTO CA 95814 352509858 501(C)(6) 10000 0 SPONSORSHIP 0 1 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS AND IS REVIEWED QUARTERLY FOR PROPRIETY. X X X X 0 0 0 0 0 0 0 1 0 ERIC SHOLTY CEO 733218 0 108900 0 0 0 29706 0 35915 0 907739 0 0 0 MARY SCHOEGGL CFO (THROUGH MARCH 2024) 487993 0 273872 0 0 0 33006 0 28756 0 823627 0 0 0 ANTHONY SABATINI COO 442591 0 80000 0 0 0 33006 0 38594 0 594191 0 0 0 JOHN HOWL CSO 440333 0 80000 0 0 0 33006 0 15479 0 568818 0 0 0 DEBBIE RAYBURN CHO 390103 0 59211 0 0 0 33306 0 38230 0 520850 0 0 0 BRUCE ANDERS CLO 315485 0 65000 0 0 0 6212 0 35712 0 422409 0 0 0 STEPHEN EICHEN CIO 307886 0 53680 0 0 0 21866 0 37484 0 420916 0 0 0 LYNDELL SMITH CHRO 257068 0 49562 0 0 0 20785 0 30102 0 357517 0 0 0 SARAH LYNCH VP, STRATEGIC DEVELOPMENT 247412 0 31500 0 0 0 40890 0 22483 0 342285 0 0 0 ADAM PAYN VP, SALES & COMMUNICATION 242333 0 31005 0 0 0 26592 0 37573 0 337503 0 0 0 ERIC MINEART VP, STRATEGY AND INNOVATION 227068 0 32250 0 0 0 19105 0 37515 0 315938 0 0 0 DENA HILTON EVP, ADMINISTRATION 215716 0 38988 0 0 0 38054 0 21557 0 314315 0 0 0 TODD ALBERT VP, CULINARY SERVICES 231241 0 18780 0 0 0 34030 0 12699 0 296750 0 0 0 PART I, LINE 3 COMPENSATION WAS RECOMMENDED BY PACIFIC RETIREMENT SERVICES, INC.'S LEADERSHIP AND APPROVED BY PACIFIC RETIRMENT SERVICES'S BOARD AS PART OF THE ANNUAL BUDGET PROCESS. PART I, LINE 7 THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMPENSATION COMMITTEE (A COMMITTEE OF THE PRS BOARD OF DIRECTORS) RELATIVE TO EXECUTIVE STAFF COMPENSATION: - SALARY.COM - PAYSCALE.COM - 990 REVIEW (LIKE-SIZE ORGANIZATIONS) - CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS RECOMMENDATIONS FOR BASE COMPENSATION AND INCENTIVES ARE PROVIDED BY THE IMMEDIATE SUPERVISOR BASED ON STUDY FINDINGS AND PERFORMANCE FACTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER AND IMMEDIATE PAST CHAIR OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD OF DIRECTORS ONLY ON THOSE MATTERS OF ROUTINE BUSINESS REQUIRING DECISIONS BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR ESTABLISHING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS ITS ACTIONS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CORPORATE DIRECTOR OF ACCOUNTING, VICE PRESIDENT OF ACCOUNTING, CFO, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2)KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE PRS BOARD EXISTS TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF EACH COMMUNITY. THIS COMMITTEE IS COMPRISED OF THE OFFICERS OF THE PRS BOARD OF DIRECTORS. THE COMMITTEE HAS A CHARTER THAT OUTLINES ITS DUTIES AND RESPONSIBILITIES. IT ALSO HAS AGENDA ELEMENTS THAT DESCRIBE THE ACTIVITIES THAT THE COMMITTEE UNDERTAKES DURING THE YEAR. THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMMITTEE RELATIVE TO EXECUTIVE DIRECTOR COMPENSATION: SALARY.COM, PAYSCALE.COM, 990 REVIEW (LIKE SIZE ORGANIZATIONS), CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS, AND INDUSTRY STATE ASSOCIATION SALARY STUDY RESULTS BASED ON GEOGRAPHICAL LOCATION. THE RECOMMENDATION FOR BASE COMPENSATION AND BONUS ARE PROVIDED BY THE EXECUTIVE DIRECTOR'S DIRECT SUPERVISOR (COO OR VP OF OPERATIONS). FORM 990, PART VI, SECTION C, LINE 19 CORPORATE FINANCIAL DATA AND GOVERNANCE INFORMATION IS NOT PUBLIC INFORMATION, AND AS SUCH, IS RELEASED ONLY PURSUANT TO LEGAL REGULATION, COURT ORDER, OR OTHER APPLICABLE LAW, AND AS DIRECTED BY CORPORATE COUNSEL. FORM 990, PART VII, SECTION B: THE INDEPENDENT CONTRACTORS REPORTED IN FORM 990, PART VII, SECTION B PROVIDE SERVICES TO PACIFIC RETIREMENT SERVICES, INC. ("PRS") AND TO ITS AFFILIATES. THE AMOUNTS REPORTED AS PAID TO THESE INDEPENDENT CONTRACTORS ARE THE TOTAL AMOUNTS PAID BY PRS FOR SERVICES PROVIDED TO PRS AND ITS AFFILIATES. FORM 990, PART XII, LINE 2C: THE PROCESS AND AUTHORITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. 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501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 CAPITOL LAKES INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 391412320 SENIOR HOUSING WI 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 ROGUE VALLEY MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930712867 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 ROGUE VALLEY MANOR 1 UNIVERSITY RETIREMENT COMMUNITY FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931301816 PUBLIC FOUNDATION CA 501(C)(3) LINE 7 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS 1 MIRABELLA WASHINGTON FOUNDATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 450574348 PUBLIC FOUNDATION WA 501(C)(3) LINE 7 MIRABELLA 1 CASCADE MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931330100 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 CASCADE MANOR INC 1 CAPITOL LAKES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 383781089 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 CAPITOL LAKES INC 1 MIRABELLA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 342030255 SENIOR 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