PACIFIC RETIREMENT SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC RETIREMENT SERVICES INC (EIN 93-1067253)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201222289349302692
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T13:30:57-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931067253 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RETIREMENT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 8887246424 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN MCLEMORE | Name |
| Title | PRESIDENT | Title |
| Phone | 8887246424 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | WILLIAM THORNDIKE JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11431403 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RETIREMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | PACIFIC RETIREMENT SERVICES PROVIDES LEADERSHIP FOR ITS AFFILIATE ORGANIZATIONS AND CREATES AND ENHANCES LIFESTYLE OPPORTUNITIES FOR SENIORS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 150 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 61682 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 60682 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12803299 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10990560 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 538982 | InvestmentIncomePriorYear |
| Investment Income Current Year | 440843 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 82360 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13424641 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11431403 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8506988 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6001595 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2903828 | OtherExpensePriorYear |
| Other Expenses Current Year | 2225834 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11410816 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8227429 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2013825 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3203974 | RevenuesLessExpensesCY |
| Total Assets BOY | 43956831 | TotalAssetsBOY |
| Total Assets EOY | 45001490 | TotalAssetsEOY |
| Total Liabilities BOY | 7602912 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5512232 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36353919 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39489258 | NetAssetsOrFundBalancesEOY |
| Mission Description | PACIFIC RETIREMENT SERVICES PROVIDES LEADERSHIP FOR ITS AFFILIATE ORGANIZATIONS AND CREATES AND ENHANCES LIFESTYLE OPPORTUNITIES FOR SENIORS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7680963 | Expense |
| Grants | 0 | Grants |
| Revenue | 10928878 | Revenue |
| Description | PACIFIC RETIREMENT SERVICES, INC. PROVIDES STRATEGIES, FINANCIAL PLANNING AND ADMINISTRATIVE SERVICES FOR SEVERAL RELATED 501(C)(3) ORGANIZATIONS, INCLUDING SEVERAL THAT PROVIDE HOUSING FOR SENIOR CITIZENS. | Description |
| Total Program Service Expense | 7680963 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 69 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 150 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI DRESSLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5418577644 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM THORNDIKE JR | |||||||||
| CHAIR | 1.00 | X | X | 4000 | 0 | 0 | |||
| WILLIAM L LEEVER | |||||||||
| VICE CHAIR | 1.00 | X | X | 4000 | 0 | 0 | |||
| EDWARD JOLLY | |||||||||
| SECRETARY | 1.00 | X | X | 4000 | 0 | 0 | |||
| HARRY E KNIGHT | |||||||||
| TREASURER (THROUGH 11/8/10) | 1.00 | X | X | 3000 | 0 | 0 | |||
| LYNN C JOHNSON | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MARC BAYLISS | |||||||||
| DIRECTOR | 1.00 | X | 4000 | 0 | 0 | ||||
| TODD MARTIN | |||||||||
| DIRECTOR | 1.00 | X | 4000 | 0 | 0 | ||||
| DOUG SCHMOR | |||||||||
| DIRECTOR | 1.00 | X | 1000 | 0 | 0 | ||||
| CAROLYN HENNION | |||||||||
| TREASURER | 1.00 | X | X | 4000 | 0 | 0 | |||
| JERRY SCHOEGGL | |||||||||
| CFO (THROUGH 10/1/10) | 50.00 | X | 277341 | 0 | 33945 | ||||
| BRIAN MCLEMORE | |||||||||
| PRESIDENT | 60.00 | X | 247211 | 0 | 78799 | ||||
| JILL COLLINS | |||||||||
| COO | 50.00 | 289535 | 0 | 70833 | X | ||||
| THOMAS BROWN | |||||||||
| VICE PRESIDENT (THROUGH 1/7/11) | 50.00 | 217271 | 0 | 68141 | X | ||||
| MICHAEL MORRIS | |||||||||
| EXEC DIRECTOR - URCAD | 40.00 | 164657 | 0 | 43548 | X | ||||
| PAUL RIEPMA III | |||||||||
| VICE PRESIDENT | 50.00 | 175991 | 0 | 21678 | X | ||||
| DEBBIE RAYBURN | |||||||||
| VICE PRESIDENT | 50.00 | 178650 | 0 | 31293 | X | ||||
| JOHN LARSON | |||||||||
| EXEC DIRECTOR - HPP | 40.00 | 159984 | 0 | 32916 | X | ||||
| THOMAS R BECKER | |||||||||
| CEO (THROUGH 7/5/10) | 60.00 | 2469033 | 0 | 112629 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4207673 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 493782 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MILLER NASH LLP | |||||
| PO BOX 3585 | PORTLAND | OR | 97208 | LEGAL | 151734 |
| DELOITTE & TOUCHE LLP | |||||
| PO BOX 6000 | SAN FRANCISCO | CA | 94160 | AUDITING | 148527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUE | 561000 | 8002850 | 7941168 | 61682 |
| ACCOUNTING FEES | 561000 | 1224075 | 1224075 | |
| SERVICE FEES | 561000 | 941604 | 941604 | |
| DEVELOPMENT FEE REVENU | 561000 | 470669 | 470669 | |
| MEDIA & ADVERTISING | 541800 | 71496 | 71496 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 279866 | TotalRevenueColumn |
| Related Or Exempt Function Income | 279866 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10990560 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 386740 | TotalRevenueColumn |
| Exclusion | $386,740 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54103 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54103 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54103 | TotalRevenueColumn |
| Exclusion | $54,103 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11431403 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10928878 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 61682 | UnrelatedBusinessRevenue |
| Exclusion | $440,843 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789752 | Total |
| Program Services | 789752 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3354013 | Total |
| Program Services | 3354013 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652038 | Total |
| Program Services | 652038 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715205 | Total |
| Program Services | 715205 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490587 | Total |
| Program Services | 490587 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361365 | Total |
| Management And General | 361365 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69782 | Total |
| Management And General | 69782 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6256 | Total |
| Management And General | 6256 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155340 | Total |
| Program Services | 155340 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94199 | Total |
| Program Services | 94199 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215481 | Total |
| Program Services | 168348 | ProgramServices |
| Management And General | 47133 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213041 | Total |
| Program Services | 213041 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144425 | Total |
| Program Services | 144425 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160314 | Total |
| Program Services | 160314 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77868 | Total |
| Program Services | 77868 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473675 | Total |
| Program Services | 473675 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51397 | Total |
| Program Services | 51397 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EDUCATION | 62532 | 62532 | |
| HOUSING PROGRAM | 49631 | 49631 | |
| BOARD EXPENSE | 38770 | 38770 | |
| DUES AND SUBSCRIPTIONS | 24908 | 24908 | |
| ASSET DISPOSALS | 23160 | 23160 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3690 | Total |
| Program Services | 3690 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8227429 | Total |
| Program Services | 7680963 | ProgramServices |
| Management And General | 546466 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3677960 | BOY |
| EOY | 1285769 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4321025 | BOY |
| EOY | 444107 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27756 | BOY |
| EOY | 24115 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6463 | BOY |
| EOY | 1440 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96117 | BOY |
| EOY | 295280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5011402 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2599314 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2748893 | BOY |
| EOY | 2412088 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722027 | BOY |
| EOY | 3722027 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325818 | BOY |
| EOY | 1325840 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28030772 | BOY |
| EOY | 35490824 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43956831 | BOY |
| EOY | 45001490 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3339834 | BOY |
| EOY | 3413314 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2096311 | BOY |
| EOY | 1756641 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2166767 | BOY |
| EOY | 342277 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7602912 | BOY |
| EOY | 5512232 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36353919 | BOY |
| EOY | 39489258 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36353919 | BOY |
| EOY | 39489258 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43956831 | BOY |
| EOY | 45001490 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3203974 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -68635 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (47 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ROGUE VALLEY MANOR | |||||
| 930453216 | LINE 9 | 1 | 1 | 1 | $0 |
| THE CUMBERLAND REST INC | |||||
| 750891470 | LINE 9 | 1 | 1 | 1 | $0 |
| CASCADE MANOR INC | |||||
| 930557803 | LINE 9 | 1 | 1 | 1 | $0 |
| UNIV RET COMM AT DAVIS | |||||
| 931179254 | LINE 9 | 1 | 1 | 1 | $0 |
| HOLLADAY PARK PLAZA | |||||
| 930513697 | LINE 9 | 1 | 1 | 1 | $0 |
| CAPITOL LAKES INC | |||||
| 391412320 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM FOUNDATION | |||||
| 930712867 | LINE 7 | 1 | 1 | 1 | $0 |
| URCAD FOUNDATION | |||||
| 931301816 | LINE 7 | 1 | 1 | 1 | $0 |
| TRINITY TERR FDN INC | |||||
| 912162130 | LINE 7 | 1 | 1 | 1 | $0 |
| HPP FOUNDATION | |||||
| 264529118 | LINE 7 | 1 | 1 | 1 | $0 |
| MIRABELLA WA FDN | |||||
| 450574348 | LINE 7 | 1 | 1 | 1 | $0 |
| CASCADE MANOR FDN | |||||
| 931330100 | LINE 7 | 1 | 1 | 1 | $0 |
| CAPITOL LAKES FDN | |||||
| 383781089 | LINE 7 | 1 | 1 | 1 | $0 |
| MIRABELLA | |||||
| 342030255 | LINE 9 | 1 | 1 | 1 | $391,282 |
| MIRABELLA PORTLAND FDN | |||||
| 452508860 | LINE 7 | 1 | 1 | 1 | $0 |
| MIRABELLA AT SOUTH WATERFRONT | |||||
| 711016384 | LINE 9 | 1 | 1 | 1 | $6,484,082 |
| MIRABELLA SAN FRANCISCO BAY | |||||
| 200428927 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM COMMUNITY SERVICES INC | |||||
| 930892261 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM HOUSING CORPORATION | |||||
| 930864466 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM ASHLAND HOUSING CORPORATION | |||||
| 930942933 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM GRANTS PASS HOUSING CORPORATION | |||||
| 943136037 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM ROSEBURG HOUSING CORPORATION | |||||
| 943179782 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||||
| 943162074 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM BEND HOUSING CORPORATION | |||||
| 943163349 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM EAGLE POINT HOUSING CORPORATION | |||||
| 943191447 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||||
| 943196455 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM MEDFORD II HOUSING CORPORATION | |||||
| 943212537 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM LIVELY OAKS HOUSING CORPORATION | |||||
| 943194409 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM REEDSPORT HOUSING CORPORATION | |||||
| 943212538 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM YREKA HOUSING CORPORATION | |||||
| 943212540 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM EUGENE HOUSING CORPORATION | |||||
| 943247154 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM FORT WORTH I HOUSING CORPORATION | |||||
| 311520436 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM BEND II HOUSING CORPORATION | |||||
| 943260016 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM FORT WORTH II HOUSING CORPORATION | |||||
| 311587415 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM MEDFORD III HOUSING CORPORATION | |||||
| 311587418 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM ROSEBURG II HOUSING CORPORATION | |||||
| 311587420 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM GRANTS PASS II HOUSING CORPORATION | |||||
| 311662259 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM DAVIS HOUSING CORPORATION | |||||
| 311662208 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||||
| 311715321 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM PORTLAND HOUSING CORPORATION | |||||
| 311780332 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM PORTLAND II HOUSING CORPORATION | |||||
| 300037898 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM CENTRAL POINT HOUSING CORPORATION | |||||
| 300315618 | LINE 9 | 1 | 1 | 1 | $0 |
| RVM MANSFIELD HOUSING CORPORATION | |||||
| 900292647 | LINE 9 | 1 | 1 | 1 | $0 |
| PRS SCHOOL OF AGING SERVICES INC | |||||
| 262477424 | LINE 2 | 1 | 1 | 1 | $0 |
| CORBINTON RETIREMENT | |||||
| 262987036 | LINE 9 | 1 | 1 | 1 | $0 |
| MIRABELLA MARIN | |||||
| 263800433 | LINE 9 | 1 | 1 | 1 | $0 |
| MIRABELLA AT MORRISON | |||||
| 271016196 | LINE 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 47 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 6875364 | SumOfAmounts |
Schedule C IRS990ScheduleC
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8227429 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8227429 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 561371 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 140343 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 561371 | CurrentYear |
| Total | 561371 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $842,057 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 140343 | CurrentYear |
| Total | 140343 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $210,515 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 400000 | OtherCostOrOtherBasis |
| Book Value | 400000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2233041 | OtherCostOrOtherBasis |
| Depreciation | 764796 | Depreciation |
| Book Value | 1468245 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2298283 | OtherCostOrOtherBasis |
| Depreciation | 1812888 | Depreciation |
| Book Value | 485395 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 80078 | OtherCostOrOtherBasis |
| Depreciation | 21630 | Depreciation |
| Book Value | 58448 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2412088 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 3722027 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3722027 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 35135176 |
| DEBT ISSUE COSTS & LOAN FEES | 13371 |
| OTHER NONCURRENT ASSETS | 342277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 35490824 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LONG TERM LIABILITIES | Description |
| Amount | $342,277 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 342277 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| 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, 2011, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY SCHOEGGL | |||||||||||||
| 277341 | 0 | 0 | 0 | 0 | 0 | 33799 | 0 | 146 | 0 | 311286 | 0 | 0 | 0 |
| BRIAN MCLEMORE | |||||||||||||
| 247211 | 0 | 0 | 0 | 0 | 0 | 59652 | 0 | 19147 | 0 | 326010 | 0 | 0 | 0 |
| JILL COLLINS | |||||||||||||
| 289535 | 0 | 0 | 0 | 0 | 0 | 66114 | 0 | 4719 | 0 | 360368 | 0 | 0 | 0 |
| THOMAS BROWN | |||||||||||||
| 217271 | 0 | 0 | 0 | 0 | 0 | 47805 | 0 | 20336 | 0 | 285412 | 0 | 0 | 0 |
| MICHAEL MORRIS | |||||||||||||
| 164657 | 0 | 0 | 0 | 0 | 0 | 26983 | 0 | 16565 | 0 | 208205 | 0 | 0 | 0 |
| PAUL RIEPMA III | |||||||||||||
| 175991 | 0 | 0 | 0 | 0 | 0 | 15573 | 0 | 6105 | 0 | 197669 | 0 | 0 | 0 |
| DEBBIE RAYBURN | |||||||||||||
| 178650 | 0 | 0 | 0 | 0 | 0 | 11817 | 0 | 19476 | 0 | 209943 | 0 | 0 | 0 |
| JOHN LARSON | |||||||||||||
| 159984 | 0 | 0 | 0 | 0 | 0 | 20257 | 0 | 12659 | 0 | 192900 | 0 | 0 | 0 |
| THOMAS R BECKER | |||||||||||||
| 315371 | 0 | 0 | 0 | 2153662 | 0 | 95867 | 0 | 16762 | 0 | 2581662 | 0 | 1221435 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS - THOMAS BECKER, PRESIDENT AND CEO, RECEIVED REIMBURSEMENT FOR TWO COMPANION TRIPS TO THE AAHSA ANNUAL MEETING IN THE FALL AND THE AAHSA SPRING MEETING OR IAHSA CONFERENCE. THE BENEFIT WAS NOT TAXABLE. HEALTH AND SOCIAL CLUBS - THOMAS BECKER, PRESIDENT AND CEO, HAD MEMBERSHIPS AT THE FOLLOWING CLUBS; ROGUE VALLEY COUNTRY CLUB, UNIVERSITY CLUB, AND ARLINGTON CLUB. PACIFIC RETIREMENT SERVICES, INC PAYS THE CLUB DUES, AS WELL AS ANY BUSINESS RELATED EXPENDITURES. ALL PERSONAL EXPENSES WERE PAID FOR BY THOMAS BECKER. |
| PART I, LINES 4A-B | THE CORPORATION HAD TWO SERPS DURING THE YEAR. SELECTIVE EXECUTIVE EMPLOYEES OF THE CORPORATION WERE ENTITLED TO PLAN BENEFITS. CONTRIBUTIONS AND EARNINGS WERE HELD IN A TRUST. THE FOLLOWING INDIVIDUALS HAD SERP CONTRIBUTIONS DURING 2010 - THOMAS BECKER - $59,438; JERRY SCHOEGGL - $24,000. THOMAS BECKER'S EMPLOYMENT ENDED 7/5/10 AND HE RECEIVED A SEVERANCE PAYMENT, ALONG WITH DISTRIBUTIONS FROM THE AFOREMENTIONED SERP PLAN. THE PARTIES ENTERED INTO A SETTLEMENT AGREEMENT AND MUTUAL GENERAL RELEASES (THE "AGREEMENT"). THE AGREEMENT PROVIDES FOR CERTAIN PAYMENTS TO MR. BECKER, IMPOSES AND CLARIFIES CERTAIN OBLIGATIONS ON MR. BECKER, CONTAINS MUTUAL RELEASES OF ALL CLAIMS BETWEEN THE PARTIES, AND IMPOSES MUTUAL CONFIDENTIALITY OBLIGATIONS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL FACILITIES AUTHORITY OF THE CITY OF MEDFORD OR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521378932 | IssuerEIN |
| Date Issued | 2005-03-31 | DateIssued |
| Issue Price | 2094750 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF OFFICE BUILDING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 2094750 | TotalProceeds |
| Working Capital Expenditures | 2094750 | WorkingCapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 1 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARING COMMUNITIES INSURANCE COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | THOMAS BECKER/BOARD MEMBER | Relationship |
| Amount Of Transaction | 1076484 | AmountOfTransaction |
| Description Of Transaction | INSURANCE PREMIUMS | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINAL FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH INFORMATION PROVIDED BY THE PACIFIC RETIREMENT SERVICES, INC ACCOUNTING DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD BEFORE FILING WITH THE IRS. | |
| 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 12C | |
| 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 STAFF COMPENSATION: SALARY.COM, PAYSCALE.COM, 990 REVIEW (LIKE SIZE ORGANIZATIONS), CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS. RECOMMENDATION FOR BASE COMPENSATION AND INCENTIVE ARE PROVIDED BY IMMEDIATE SUPERVISOR, BASED ON STUDY FINDINGS AND PERFORMANCE FACTORS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL AND STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: | WILLIAM L. LEEVER DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR 1 HOUR UNIVERSITY RETIREMENT COMMUNITY AT DAVIS, INC. 1 HOUR EDWARD JOLLY DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR 1 HOUR HARRY E. KNIGHT DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR 1 HOUR TRINITY TERRACE 1 HOUR UNIVERSITY RETIREMENT COMMUNITY AT DAVIS, INC. 1 HOUR MARC BAYLISS DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR FOUNDATION 1 HOUR TODD MARTIN DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: HOLLADAY PARK PLAZA, INC. 1 HOUR MIRABELLA AT SOUTH WATERFRONT 1 HOUR MIRABELLA 1 HOUR MIRABELLA PORTLAND FOUNDATION 1 HOUR MICHAEL MORRIS IS AN EMPLOYEE OF PACIFIC RETIREMENT SERVICES, AND DEVOTES 100% OF HIS TIME PROVIDING MANAGEMENT SERVICES TO UNIVERSITY RETIREMENT COMMUNITY AT DAVIS, INC., A RELATED ORGANIZATION. JOHN LARSON IS AN EMPLOYEE OF PACIFIC RETIREMENT SERVICES, AND DEVOTES 100% OF HIS TIME PROVIDING MANAGEMENT SERVICES TO HOLLADAY PARK PLAZA, INC., A RELATED ORGANIZATION. | PART VII, SECTION A: |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -68,635. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| 965 ELLENDALE DRIVE LLC | |||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931067253 | OFFICE BLDG. | OR | 539500 | 1846891 | N/A |
| CORBINTON LLC | |||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931067253 | CCRC DEVELOPMENT | OR | 0 | 0 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII (47 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ROGUE VALLEY MANOR | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| THE CUMBERLAND REST INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| CASCADE MANOR INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| HOLLADAY PARK PLAZA | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| HOLLADAY PARK PLAZA ENDOWMENT FUND | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930776291 | ASSISTANCE TRUST | OR | 501(C)(3) | LINE 7 | HOLLADAY PARK PLAZA | 0 |
| CAPITOL LAKES INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 391412320 | SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| ROGUE VALLEY MANOR FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930712867 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931301816 | PUBLIC FOUNDATION | CA | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| TRINITY TERRACE FOUNDATION INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 912162130 | PUBLIC FOUNDATION | TX | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| HOLLADAY PARK PLAZA FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 264529118 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA WASHINGTON FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| CASCADE MANOR FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931330100 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| CAPITOL LAKES FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 383781089 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 342030255 | SENIOR HOUSING | WA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA PORTLAND FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 452508860 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA AT SOUTH WATERFRONT | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA SAN FRANCISCO BAY | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 200428927 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM COMMUNITY SERVICES INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930892261 | COMM SRVCS | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM ASHLAND HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930942933 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM GRANTS PASS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM ROSEBURG HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943179782 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM MYRTLE CREEK HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM BEND HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943163349 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM EAGLE POINT HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943191447 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM KLAMATH FALLS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM MEDFORD II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943212537 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM LIVELY OAKS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM REEDSPORT HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM YREKA HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943212540 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM EUGENE HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM FORT WORTH I HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311520436 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM BEND II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM FORT WORTH II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311587415 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM MEDFORD III HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM ROSEBURG II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM GRANTS PASS II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM DAVIS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311662208 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM MYRTLE CREEK II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM PORTLAND HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM PORTLAND II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM CENTRAL POINT HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| RVM MANSFIELD HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 900292647 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| CORBINTON RETIREMENT | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 262987036 | SENIOR HOUSING | NC | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA MARIN | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 263800433 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
| MIRABELLA AT MORRISON | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 271016196 | SENIOR HOUSING | NC | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CREST PARK INC | |||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931169683 | HOTEL | OR | N/A | C | 2892135 | 13920055 | 1.00000 |
| RETIREMENT SERVICES INC | |||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931328250 | MGMT COMPANY | OR | N/A | C | 5632817 | 18159173 | 1.00000 |
| PRS SCHOOL OF AGING SERVICES INC | |||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 262477424 | SCHOOL | OR | N/A | C | 1.00000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ROGUE VALLEY MANOR | ||
| K | 2650392 | PERCENTAGE OF REVENUES |
| THE CUMBERLAND REST INC | ||
| K | 1238137 | PERCENTAGE OF REVENUES |
| CASCADE MANOR INC | ||
| K | 514719 | PERCENTAGE OF REVENUES |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| K | 1251984 | PERCENTAGE OF REVENUES |
| HOLLADAY PARK PLAZA | ||
| K | 864010 | PERCENTAGE OF REVENUES |
| CAPITOL LAKES INC | ||
| K | 948717 | PERCENTAGE OF REVENUES |
| MIRABELLA INC | ||
| K | 688999 | PERCENTAGE OF REVENUES |
| MIRABELLA AT SOUTH WATERFRONT | ||
| K | 458452 | PERCENTAGE OF REVENUES |
| RVM EUGENE HOUSING CORPORATION | ||
| K | 55625 | PERCENTAGE OF REVENUES |
| ROGUE VALLEY MANOR | ||
| P | 662064 | FMV |
| THE CUMBERLAND REST INC | ||
| P | 183091 | FMV |
| CASCADE MANOR INC | ||
| P | 87076 | FMV |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| P | 222128 | FMV |
| HOLLADAY PARK PLAZA | ||
| P | 190017 | FMV |
| CAPITOL LAKES INC | ||
| P | 288918 | FMV |
| MIRABELLA INC | ||
| P | 297718 | FMV |
| MIRABELLA AT SOUTH WATERFRONT | ||
| P | 276392 | FMV |