PACIFIC RETIREMENT SERVICES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC RETIREMENT SERVICES INC (EIN 93-1067253)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201842279349302584
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T16:43:16-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931067253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RETIREMENT SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 8887246424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN STREET NO 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MCLEMORE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8887246424 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2018-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG SCHMOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN STREET NO 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,824,966 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE EXCEPTIONAL LEADERSHIP TO OUR FAMILY OF ORGANIZATIONS TO ENHANCE THE AGING EXPERIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $31,624 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $28,603 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,771 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,580,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,536,539 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,864,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$53,693 | PYOtherRevenueAmt |
| CY Other Revenue | -$10,616 | CYOtherRevenueAmt |
| PY Total Revenue | $16,403,995 | PYTotalRevenueAmt |
| CY Total Revenue | $16,557,122 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,495,364 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $266,988 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,424,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,886,907 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,453,790 | PYOtherExpensesAmt |
| CY Other Expenses | $3,281,055 | CYOtherExpensesAmt |
| PY Total Expenses | $16,373,374 | PYTotalExpensesAmt |
| CY Total Expenses | $13,434,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,621 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,122,172 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,337,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,681,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,717,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,854,285 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,619,525 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,827,555 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PACIFIC RETIREMENT SERVICES PROVIDE EXCEPTIONAL LEADERSHIP TO OUR FAMILY OF ORGANIZATIONS, WORKING TOGETHER TO ENHANCE THE AGING EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,103,100 | ExpenseAmt |
| Grant | $266,988 | GrantAmt |
| Revenue | $16,536,539 | RevenueAmt |
| Desc | PACIFIC RETIREMENT SERVICES, INC.'S VISION IS THAT EVERY PERSON DESERVES A STABLE RETIREMENT EXPERIENCE. WE PURSUE THIS VISION BY CREATING COMMUNITIES TO PROVIDE EACH RESIDENT WITH LIFESTYLE OPPORTUNITIES THAT FACILITATE HEALTHY AGING AND SUPPORTIVE SERVICES TO ENSURE STABILITY AND SECURITY AS RESIDENTS AGE. | Desc |
| Total Program Service Expenses | $13,103,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSH BLACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5418577205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN STREET SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DOUG SCHMOR | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARRY BOECK | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DOUG SPANI | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN LYN HENNION | |||||||||
| ASSISTANT SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNN JOHNSON | |||||||||
| TREASURER | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN HUBBARD | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD A JOLLY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB KERR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BILL LEEVER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD MARTIN | |||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB MAYERS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL VAN VACTOR | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG WILSON | |||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MCLEMORE | |||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | 2.00 | Yes (X) | $0 | $569,660 | $46,609 | |||
| MARY SCHOEGGL | |||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | 1.00 | Yes (X) | $0 | $370,025 | $46,609 | |||
| MICHAEL MORRIS | |||||||||
| CHIEF OPERATING OFFICER | 50.00 | 0.00 | $0 | $404,661 | $46,621 | Yes (X) | |||
| STEVEN RINKLE | |||||||||
| LEGAL COUNSEL | 50.00 | 0.00 | $0 | $286,660 | $46,609 | Yes (X) | |||
| DEBBIE RAYBURN | |||||||||
| VP OF HEALTH SERVICES | 50.00 | 0.00 | $0 | $278,779 | $47,609 | Yes (X) | |||
| MATTHEW NEAL | |||||||||
| REGIONAL VP OF OPERATIONS | 50.00 | 0.00 | $0 | $261,002 | $34,134 | Yes (X) | |||
| PAUL RIEPMA II | |||||||||
| VP MARKETING | 50.00 | 0.00 | $0 | $253,517 | $39,183 | Yes (X) | |||
| TAMARA NORDIN | |||||||||
| VP HUMAN RESOURCES | 50.00 | 0.00 | $0 | $250,215 | $44,152 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,674,519 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,526 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRS MANAGEMENT INC | |||||
| 1 WEST MAIN STREET SUITE 303 | MEDFORD | OR | 97501 | MANAGEMENT SERVICES | $12,535,528 |
| MOSS ADAMS LLP | |||||
| 3121 WEST MARCH LANE SUITE 100 | STOCKTON | CA | 95219 | AUDIT AND TAX SERVICES | $363,156 |
| STRUCTURED COMMUNICATIONS SYSTEMS | |||||
| 12901 SE 97TH AVE 400 | CLACKAMAS | OR | 97015 | IT SERVICES | $304,314 |
| ANKROM MOISAN ASSOC | |||||
| 1505 5TH AVE SUITE 300 | SEATTLE | WA | 98101 | CONSTRUCTION RELATED PROFESSIONAL SERVIC | $289,896 |
| CLIFTONLARSONALLEN LLP | |||||
| 10700 NORTHUP WAY SUITE 200 | BELLEVUE | WA | 98004 | AUDIT AND TAX SERVICES | $200,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,138 | AllOtherContributionsAmt |
| Total Contributions | $2,138 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUE | 561000 | $11,918,470 | $11,918,470 | |
| ACCOUNTING FEES | 561000 | $1,540,834 | $1,540,834 | |
| INFO TECH SVC FEES | 561000 | $1,276,345 | $1,276,345 | |
| DEVELOPMENT FEES REVENUE | 561000 | $1,126,099 | $1,126,099 | |
| ALL OTHER PROGRAM REVENUE | 561000 | $363,281 | $331,657 | $31,624 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $311,510 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,536,539 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,127 | TotalRevenueColumnAmt |
| Exclusion | $20,127 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,869 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,485 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$10,616 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,616 | TotalRevenueColumnAmt |
| Exclusion | -$10,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $225,293 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $215,122 | SecuritiesAmt |
| Other | $1,237 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,171 | SecuritiesAmt |
| Other | -$1,237 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,934 | TotalRevenueColumnAmt |
| Exclusion | $8,934 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,557,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,504,915 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,624 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,445 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,488 | TotalAmt |
| Program Services | $264,488 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,829,065 | TotalAmt |
| Program Services | $9,829,065 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,157 | TotalAmt |
| Program Services | $54,157 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,685 | TotalAmt |
| Program Services | $3,685 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,228 | TotalAmt |
| Program Services | $105 | ProgramServicesAmt |
| Management And General | $134,123 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Management And General | $75,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,247 | TotalAmt |
| Management And General | $3,247 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,413 | TotalAmt |
| Program Services | $286,413 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,685 | TotalAmt |
| Program Services | $96,685 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,025 | TotalAmt |
| Program Services | $224,025 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,900 | TotalAmt |
| Program Services | $563,900 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,680 | TotalAmt |
| Program Services | $473,680 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,525 | TotalAmt |
| Program Services | $361,525 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,429 | TotalAmt |
| Program Services | $69,429 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,119 | TotalAmt |
| Program Services | $355,119 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,703 | TotalAmt |
| Program Services | $55,703 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER FACILITY SERVICE | $567,103 | $458,533 | $108,570 |
| INCOME TAXES | $10,910 | $10,910 | |
| HEALTH CENTER EXPENSES | $4,088 | $4,088 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,434,950 | TotalAmt |
| Program Services | $13,103,100 | ProgramServicesAmt |
| Management And General | $331,850 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,647,986 | BOYAmt |
| EOY | $13,358,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,632 | BOYAmt |
| EOY | $1,302,541 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,909 | BOYAmt |
| EOY | $3,341 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,420,957 | BOYAmt |
| EOY | $2,453,081 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,700 | BOYAmt |
| EOY | $23,354 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,165 | BOYAmt |
| EOY | $263,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,605,366 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,785,891 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,133,420 | BOYAmt |
| EOY | $819,475 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,490,567 | BOYAmt |
| EOY | $6,122,027 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,785,109 | BOYAmt |
| EOY | $7,933,379 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,224,640 | BOYAmt |
| EOY | $27,402,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,337,085 | BOYAmt |
| EOY | $59,681,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,446 | BOYAmt |
| EOY | $890,011 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,349 | BOYAmt |
| EOY | $1,588,358 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,765 | BOYAmt |
| EOY | $1,375,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,717,560 | BOYAmt |
| EOY | $3,854,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,609,704 | BOYAmt |
| EOY | $55,818,096 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,821 | BOYAmt |
| EOY | $9,459 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,619,525 | BOYAmt |
| EOY | $55,827,555 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,337,085 | BOYAmt |
| EOY | $59,681,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,122,172 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $85,858 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 36 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (36 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| CAPITOL LAKES INC | ||||
| 391412320 | 10 | Yes (1) | $0 | $0 |
| CASCADE MANOR INC | ||||
| 930557803 | 10 | Yes (1) | $59,478 | $0 |
| HOLLADAY PARK PLAZA | ||||
| 930513697 | 10 | Yes (1) | $90,902 | $0 |
| MIRABELLA | ||||
| 342030255 | 10 | Yes (1) | $0 | $0 |
| MIRABELLA AT SOUTH WATERFRONT | ||||
| 711016384 | 10 | Yes (1) | $127,965 | $0 |
| ROGUE VALLEY MANOR | ||||
| 930453216 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR ASHLAND HOUSING CORPORATION | ||||
| 930942933 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR BEND HOUSING CORPORATION | ||||
| 943163349 | 10 | Yes (1) | $2,687 | $0 |
| ROGUE VALLEY MANOR BEND II HOUSING CORPORATION | ||||
| 943260016 | 10 | Yes (1) | $1,265 | $0 |
| ROGUE VALLEY MANOR CENTRAL POINT HOUSING CORPORATION | ||||
| 300315618 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR DAVIS HOUSING CORPORTION | ||||
| 311662208 | 10 | Yes (1) | $2,798 | $0 |
| ROGUE VALLEY MANOR EAGLE POINT HOUSING CORPORATION | ||||
| 943191447 | 10 | Yes (1) | $915 | $0 |
| ROGUE VALLEY MANOR EUGENE HOUSING CORPORATION | ||||
| 943247154 | 10 | Yes (1) | $8,023 | $0 |
| ROGUE VALLEY MANOR FORT WORTH HOUSING CORPORATION | ||||
| 311520436 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR FORT WORTH II HOUSING CORPORATION | ||||
| 311587415 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR GRANTS PASS HOUSING CORPORATION | ||||
| 943136037 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR GRANTS PASS II HOUSING CORPORATION | ||||
| 311662259 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR HOUSING CORPORATION | ||||
| 930864466 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR KLAMATH FALLS HOUSING CORPORATION | ||||
| 943196455 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR LIVELY OAKS HOUSING CORPORATION | ||||
| 943194409 | 10 | Yes (1) | $4,810 | $0 |
| ROGUE VALLEY MANOR MANSFIELD HOUSING CORPORATION | ||||
| 900292647 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR MEDFORD II HOUSING CORPOTATION | ||||
| 943212537 | 10 | Yes (1) | $3,658 | $0 |
| ROGUE VALLEY MANOR MEDFORD III HOUSING CORPORATION | ||||
| 311587418 | 10 | Yes (1) | $4,847 | $0 |
| ROGUE VALLEY MANOR MYRTLE CREEK HOUSING CORPORATION | ||||
| 943162074 | 10 | Yes (1) | $2,283 | $0 |
| ROGUE VALLEY MANOR MYRTLE II CREEK HOUSING CORPORATION | ||||
| 311715321 | 10 | Yes (1) | $1,284 | $0 |
| ROGUE VALLEY MANOR PORTLAND HOUSING CORPORATION | ||||
| 311780332 | 10 | Yes (1) | $4,286 | $0 |
| ROGUE VALLEY MANOR PORTLAND II HOUSING CORPORATION | ||||
| 300037898 | 10 | Yes (1) | $4,463 | $0 |
| ROGUE VALLEY MANOR REEDSPORT HOUSING CORPORATION | ||||
| 943212538 | 10 | Yes (1) | $3,437 | $0 |
| ROGUE VALLEY MANOR ROSEBURG HOUSING CORPORATION | ||||
| 943179782 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR ROSEBURG II HOUSING CORPORATION | ||||
| 311587420 | 10 | Yes (1) | $0 | $0 |
| ROGUE VALLEY MANOR YREKA HOUSING CORPORATION | ||||
| 943212540 | 10 | Yes (1) | $0 | $0 |
| THE CUMBERLAND REST INC | ||||
| 750891470 | 10 | Yes (1) | $122,721 | $0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||||
| 931179254 | 10 | Yes (1) | $121,448 | $0 |
| COMMUNITY VOLUNTEER NETWORK | ||||
| 930892261 | 10 | Yes (1) | $0 | $0 |
| PACIFIC RETIREMENT SERVICES FOUNDATION INC | ||||
| 472352652 | 7 | Yes (1) | $0 | $0 |
| BAY AREA SENIOR SERVICES INC | ||||
| 943008774 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 36 | SupportedOrganizationsTotalCnt |
| Support Sum | $567,270 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 5A: | PRS AMENDED ITS ARTICLES OF INCORPORATION IN MARCH 2017 TO ADD BAY AREA SENIOR SERVICES, INC. (EIN: 94-3008774) AS A SUPPORTED ORGANIZATION. BAY AREA SENIOR SERVICES, INC. IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). PRS' BOARD OF DIRECTORS VOTED TO APPROVE THE AMENDMENT IN ORDER TO DESIGNATE BAY AREA SENIOR SERVICES, INC. AS A SUPPORTED ORGANIZATION. |
| PART IV, SECTION D, LINE 3: | THE SUPPORTED ORGANIZATIONS OF PRS HAD A SIGNIFICANT VOICE IN THE PRS INVESTMENT POLICIES AND IN DIRECTING THE USE OF PRS' INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR. 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. |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,434,950 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,434,950 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $821,748 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $205,437 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $645,057 | CurrentYearMinus3Amt |
| Current Year Minus2 | $692,108 | CurrentYearMinus2Amt |
| Current Year Minus1 | $968,669 | CurrentYearMinus1Amt |
| Current Year | $821,748 | CurrentYearAmt |
| Total | $3,127,582 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,691,373 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $161,264 | CurrentYearMinus3Amt |
| Current Year Minus2 | $173,027 | CurrentYearMinus2Amt |
| Current Year Minus1 | $242,167 | CurrentYearMinus1Amt |
| Current Year | $205,437 | CurrentYearAmt |
| Total | $781,895 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,172,843 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,560 | OtherCostOrOtherBasisAmt |
| Book Value | $130,560 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,511 | DepreciationAmt |
| Book Value | $340,229 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,114,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,765,380 | DepreciationAmt |
| Book Value | $348,686 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $819,475 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $6,122,027 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,122,027 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN AFFILIATES - AFFORD. HOUS. | $784,031 | F |
| CCIC CAPITAL INVESTMENT | $1,449,348 | F |
| INVESTMENT IN PRS MANAGEMENT, INC. | $5,700,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $7,933,379 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $25,926,681 |
| 457 DEFERRED COMPENSATION PLAN | $375,916 |
| LINE OF CREDIT & GUARANTEES | $1,100,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,402,871 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457 DEFERRED COMPENSATION PLAN | $375,916 |
| OTHER CURRENT LIABILITIES | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,375,916 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2017, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE CUMBERLAND REST INC | |||||||
| 1600 TEXAS STREET | FORT WORTH | TX | 76102 | 750891470 | 501(C)(3) | $57,484 | GENERAL OPERATING SUPPORT |
| MIRABELLA AT SOUTH WATERFRONT | |||||||
| 3550 SW BOND | PORTLAND | OR | 97239 | 711016384 | 501(C)(3) | $67,133 | GENERAL OPERATING SUPPORT |
| HOLLADAY PARK PLAZA | |||||||
| 1300 NE 16TH AVENUE | PORTLAND | OR | 97232 | 930513697 | 501(C)(3) | $51,044 | GENERAL OPERATING SUPPORT |
| CASCADE MANOR INC | |||||||
| 65 W 30TH AVENUE | EUGENE | OR | 97405 | 930557803 | 501(C)(3) | $28,585 | GENERAL OPERATING SUPPORT |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||||||
| 1515 SHASTA DRIVE | DAVIS | CA | 95616 | 931179254 | 501(C)(3) | $60,242 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ONLY GRANTS WERE TO SUBSIDIARIES OF PRS. ALL OF THE ORGANIZATIONS ARE MANAGED BY THE SAME EXECUTIVE TEAM, WHO ENSURED THAT THE TRANSFERRED FUNDS WERE USED FOR THE INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $529,173 | $0 | $40,487 | $0 | $0 | $0 | $31,025 | $0 | $15,584 | $0 | $616,269 | $0 | $0 |
| MARY SCHOEGGL | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $342,025 | $0 | $28,000 | $0 | $0 | $0 | $31,025 | $0 | $15,584 | $0 | $416,634 | $0 | $0 |
| MICHAEL MORRIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $374,661 | $0 | $30,000 | $0 | $0 | $0 | $31,025 | $0 | $15,596 | $0 | $451,282 | $0 | $0 |
| STEVEN RINKLE | ||||||||||||||
| LEGAL COUNSEL | $0 | $263,036 | $0 | $23,624 | $0 | $0 | $0 | $31,025 | $0 | $15,584 | $0 | $333,269 | $0 | $0 |
| DEBBIE RAYBURN | ||||||||||||||
| VP OF HEALTH SERVICES | $0 | $255,579 | $0 | $23,200 | $0 | $0 | $0 | $32,025 | $0 | $15,584 | $0 | $326,388 | $0 | $0 |
| MATTHEW NEAL | ||||||||||||||
| REGIONAL VP OF OPERATIONS | $0 | $238,402 | $0 | $22,600 | $0 | $0 | $0 | $18,550 | $0 | $15,584 | $0 | $295,136 | $0 | $0 |
| PAUL RIEPMA II | ||||||||||||||
| VP MARKETING | $0 | $232,767 | $0 | $20,750 | $0 | $0 | $0 | $31,248 | $0 | $7,935 | $0 | $292,700 | $0 | $0 |
| TAMARA NORDIN | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $230,515 | $0 | $19,700 | $0 | $0 | $0 | $31,169 | $0 | $12,983 | $0 | $294,367 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER 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 A, LINE 4 | THE BYLAWS WERE AMENDED IN APRIL 2017 TO INCREASE THE MAXIMUM NUMBER OF BOARD MEMBERS FROM 15 TO 20 AND TO REVISE THE TERM LIMITS OF DIRECTORS. THE BYLAWS WERE AMENDED IN JULY 2017 TO ADD ONE OF ROGUE VALLEY MANOR'S BOARD MEMBERS TO PACIFIC RETIREMENT SERVICES, INC.'S AUDIT COMMITTEE AND TO UDPATE THE LANGUAGE REGARDING THE AUDIT COMMITTEE'S RESPONSIBILITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE CONTROLLER, 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 VICE PRESIDENT 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 IMMEDIATE SUPERVISOR, BASED ON STUDY FINDING AND PERFORMANCE FACTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUESTS GO THROUGH THE CORPORATE COUNSEL. |
| FORM 990, PART VII, SECDTION 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 TO PROVIDED TO PRS AND ITS AFFILIATES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRS PROPERTY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MAIN STREET SUITE 303 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931067253 | EIN |
| Primary Activities | OFFICE BUILDING | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $40,869 | TotalIncomeAmt |
| End Of Year Assets | $1,473,735 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RETIREMENT SERVICES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PACIFIC RETIREMENT SERVICES FOUNDATION INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 472352652 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| ROGUE VALLEY MANOR | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| THE CUMBERLAND REST INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| CASCADE MANOR INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| HOLLADAY PARK PLAZA | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (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 | Yes (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 | Yes (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 | Yes (1) |
| TRINITY TERRACE FOUNDATION INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 912162130 | PUBLIC FOUNDATION | TX | 501(C)(3) | LINE 7 | THE CUMBERLAND REST INC | Yes (1) |
| HOLLADAY PARK PLAZA FOUNDATION INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 264529118 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | HOLLADAY PARK PLAZA | Yes (1) |
| MIRABELLA WASHINGTON FOUNDATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | MIRABELLA | Yes (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 | Yes (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 | Yes (1) |
| MIRABELLA | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 342030255 | SENIOR HOUSING | WA | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| MIRABELLA PORTLAND FOUNDATION INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 452508860 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | MIRABELLA AT SOUTH WATERFRONT | Yes (1) |
| MIRABELLA AT SOUTH WATERFRONT | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| COMMUNITY VOLUNTEER NETWORK | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930892261 | COMMUNITY SERVICES | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM ASHLAND HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 930942933 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM GRANTS PASS HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM ROSEBURG HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943179782 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM MYRTLE CREEK HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM BEND HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943163349 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM EAGLE POINT HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943191447 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM KLAMATH FALLS HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM MEDFORD II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212537 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM LIVELY OAKS HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM REEDSPORT HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM YREKA HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943212540 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM EUGENE HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM FORT WORTH I HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311520436 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM BEND II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM FORT WORTH II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587415 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM MEDFORD III HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM ROSEBURG II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM GRANTS PASS II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM DAVIS HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311662208 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM MYRTLE CREEK II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM PORTLAND HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM PORTLAND II HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM CENTRAL POINT HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| RVM MANSFIELD HOUSING CORPORATION | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 900292647 | SENIOR HOUSING | TX | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| MIDDLETON GLEN INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 911859494 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | CAPITOL LAKES INC | Yes (1) |
| SENIOR HOUSING OF MIDDLETON INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 470825736 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | CAPITOL LAKES INC | Yes (1) |
| MIRABELLA AT ASU INC | ||||||||||
| 1 WEST MAIN ST SUITE 303 | MEDFORD | OR | 97501 | 813784956 | SENIOR HOUSING | AZ | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
| BAY AREA SENIOR SERVICES INC | ||||||||||
| 1 BALDWIN AVENUE | SAN MATEO | CA | 94401 | 943008774 | SENIOR HOUSING | CA | 501(C)(3) | LINE 10 | PACIFIC RETIREMENT SERVICES INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CREST PARK INC | ||||||||||||
| 1 WEST MAIN STREET SUITE 303 | MEDFORD | OR | 97501 | 931169583 | REAL ESTATE | OR | PACIFIC RETIREMENT SERVICES INC | C | $462,722 | $6,939,193 | 1.00000 | Yes (1) |
| PRS MANAGEMENT INC | ||||||||||||
| 1 WEST MAIN STREET SUITE 303 | MEDFORD | OR | 97501 | 931328250 | MANAGEMENT COMPANY | OR | PACIFIC RETIREMENT SERVICES INC | C | $6,206,826 | $4,782,599 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (27 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PRS MANAGEMENT INC | ||
| A | $31,624 | MARKET RATE |
| THE CUMBERLAND REST INC | ||
| B | $57,484 | CASH |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| B | $60,242 | CASH |
| HOLLADAY PARK PLAZA | ||
| B | $51,044 | CASH |
| MIRABELLA AT SOUTH WATERFRONT | ||
| B | $67,133 | CASH |
| ROGUE VALLEY MANOR | ||
| L | $2,445,938 | PERCENTAGE OF REVENUE TO CAP |
| THE CUMBERLAND REST INC | ||
| L | $1,342,689 | PERCENTAGE OF REVENUE |
| CASCADE MANOR INC | ||
| L | $599,480 | PERCENTAGE OF REVENUE |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| L | $1,342,633 | PERCENTAGE OF REVENUE |
| HOLLADAY PARK PLAZA | ||
| L | $891,908 | PERCENTAGE OF REVENUE |
| CAPITOL LAKES INC | ||
| L | $1,051,449 | PERCENTAGE OF REVENUE |
| MIRABELLA | ||
| L | $1,491,371 | PERCENTAGE OF REVENUE |
| MIRABELLA AT SOUTH WATERFRONT | ||
| L | $1,356,835 | PERCENTAGE OF REVENUE |
| MIDDLETON GLEN INC | ||
| L | $61,501 | PERCENTAGE OF REVENUE |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| L | $86,460 | PERCENTAGE OF COST |
| THE CUMBERLAND REST INC | ||
| L | $342,011 | PERCENTAGE OF COST |
| HOLLADAY PARK PLAZA | ||
| L | $320,580 | PERCENTAGE OF COST |
| ROGUE VALLEY MANOR | ||
| L | $377,048 | PERCENTAGE OF COST |
| PRS MANAGEMENT INC | ||
| P | $10,613,211 | COST ALLOCATION |
| ROGUE VALLEY MANOR | ||
| Q | $2,950,000 | COST ALLOCATION |
| THE CUMBERLAND REST INC | ||
| Q | $2,373,906 | COST ALLOCATION |
| CASCADE MANOR INC | ||
| Q | $849,098 | COST ALLOCATION |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| Q | $1,641,687 | COST ALLOCATION |
| HOLLADAY PARK PLAZA | ||
| Q | $1,184,707 | COST ALLOCATION |
| CAPITOL LAKES INC | ||
| Q | $4,941,921 | COST ALLOCATION |
| RVM EUGENE HOUSING CORPORATION | ||
| Q | $72,632 | COST ALLOCATION |
| RVM DAVIS HOUSING CORPORATION | ||
| Q | $54,523 | COST ALLOCATION |