PACIFIC RETIREMENT SERVICES INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC RETIREMENT SERVICES INC (EIN 93-1067253)
- Tax period
- 2009-10-30 to 2010-09-30
- Filed
- 2011-08-11
- IRS object ID
- 201122239349302152
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-08-11T13:11:54-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 S RIO GRANDE ST SUITE 400 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-30 | 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 | 1200 Mira Mar Avenue | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian McLemore | Name |
| Title | CEO | Title |
| Date Signed | 2011-08-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8013503300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRIAN MCLEMORE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MIRA MAR AVENUE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13819031 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.retirement.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | 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 | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 161 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 82360 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 81360 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13286714 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12803299 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1016892 | InvestmentIncomePriorYear |
| Investment Income Current Year | 538982 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -23871 | OtherRevenuePriorYear |
| Other Revenue Current Year | 82360 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14279735 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13424641 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8060370 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8506988 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4487798 | OtherExpensePriorYear |
| Other Expenses Current Year | 2903828 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12548168 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11410816 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1731567 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2013825 | RevenuesLessExpensesCY |
| Total Assets BOY | 43103793 | TotalAssetsBOY |
| Total Assets EOY | 43956831 | TotalAssetsEOY |
| Total Liabilities BOY | 8769301 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7602912 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34334492 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36353919 | 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 | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11323538 | Expense |
| Grants | 0 | Grants |
| Revenue | 12803299 | 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 | 11323538 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 78 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 161 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK DAMON | NamePerson |
| Telephone Number | 5418577854 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MIRA MAR AVENUE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| William Thorndike Jr | ||||||||
| President | 1.0 | X | 4000 | 0 | 0 | |||
| William L Leever | ||||||||
| Vice President | 1.0 | X | 4000 | 0 | 0 | |||
| Edward Jolly | ||||||||
| Secretary | 1.0 | X | 4000 | 0 | 0 | |||
| Harry E Knight | ||||||||
| Treasurer | 1.0 | X | 4000 | 0 | 0 | |||
| William Bagley | ||||||||
| Director - Partial Year | 1.0 | X | 4000 | 0 | 0 | |||
| Marc Bayliss | ||||||||
| Director | 1.0 | X | 4000 | 0 | 0 | |||
| Celia Meese | ||||||||
| Director | 1.0 | X | 3000 | 0 | 0 | |||
| Todd Martin | ||||||||
| Director | 1.0 | X | 4000 | 0 | 0 | |||
| Lyn Hennion | ||||||||
| Director | 1.0 | X | 4000 | 0 | 0 | |||
| Thomas R Becker | ||||||||
| CEO - Partial Year | 60.0 | 739196 | 0 | 202202 | X | |||
| Brian McLemore | ||||||||
| President | 60.0 | 261797 | 0 | 76370 | X | |||
| Jerry Schoeggl | ||||||||
| CFO | 50.0 | 284540 | 0 | 81498 | X | |||
| Jill Collins | ||||||||
| COO | 50.0 | 299690 | 0 | 56414 | X | |||
| Thomas Brown | ||||||||
| Vice President | 50.0 | 243640 | 0 | 84586 | X | |||
| Martin Satava | ||||||||
| Vice President - Partial Year | 50.0 | 226471 | 0 | 20274 | X | |||
| Paul A Riepma III | ||||||||
| Vice President | 50.0 | 175015 | 0 | 19774 | X | |||
| Debbie Rayburn | ||||||||
| Vice President | 50.0 | 171724 | 0 | 33534 | X | |||
| Kevin McLoughlin | ||||||||
| Exec Admin - RVM | 50.0 | 179319 | 0 | 57410 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2616392 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 632062 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DELOITTE TOUCHE LLP | |||||
| PO BOX 6000 | SAN FRANCISCO | CA | 94160 | AUDITING | 104053 |
| STRATEGIC SOLUTIONS NW LLC | |||||
| 11200 SW ALLEND BLVD SUITE 200 | BEAVERTON | OR | 97005 | COMPUTERS/CONSULTING | 275842 |
| ANKROM MOSIAN ASSOCIATES | |||||
| 6720 SW MCADAM SUITE 100 | PORTLAND | OR | 97219 | ARCHITECTURE | 175000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Management Fee Revenue | 561000 | 8421786 | 8421786 |
| Development Fee Revenue | 561000 | 1835220 | 1835220 |
| OTHER PROGAM SERVICE REVENUE | 900099 | 2546293 | 2546293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12803299 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 703479 | TotalRevenueColumn |
| Exclusion | $703,479 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 214471 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 229893 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -15422 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15422 | TotalRevenueColumn |
| Unrelated Business Revenue | -15422 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 164497 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -164497 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -164497 | TotalRevenueColumn |
| Exclusion | -$164,497 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRANSFER PRICE STUDY | Description |
| Business Code | 900003 | BusinessCode |
| Total Revenue Column | 97782 | TotalRevenueColumn |
| Unrelated Business Revenue | 97782 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 97782 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13424641 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12803299 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 82360 | UnrelatedBusinessRevenue |
| Exclusion | $538,982 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2836708 | Total |
| Program Services | 2836708 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162432 | Total |
| Program Services | 162432 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3706093 | Total |
| Program Services | 3706093 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1218479 | Total |
| Program Services | 1218479 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129525 | Total |
| Program Services | 129525 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453751 | Total |
| Program Services | 453751 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437535 | Total |
| Program Services | 437535 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228670 | Total |
| Program Services | 228670 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274640 | Total |
| Program Services | 274640 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16016 | Total |
| Program Services | 16016 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121400 | Total |
| Program Services | 121400 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304669 | Total |
| Program Services | 304669 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390484 | Total |
| Program Services | 390484 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191488 | Total |
| Program Services | 191488 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558610 | Total |
| Program Services | 558610 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55384 | Total |
| Program Services | 55384 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Development Expenses | 27623 | 27623 | 0 | 0 |
| Administrative Expenses | 41766 | 0 | 41766 | 0 |
| Education | 63172 | 63172 | 0 | 0 |
| Housing Program | 47690 | 47690 | 0 | 0 |
| Board Expense | 45512 | 0 | 45512 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99168 | Total |
| Program Services | 99169 | ProgramServices |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11410816 | Total |
| Program Services | 11323538 | ProgramServices |
| Management And General | 87278 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241346 | BOY |
| EOY | 3677960 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7679359 | BOY |
| EOY | 4321025 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100736 | BOY |
| EOY | 27756 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9367 | BOY |
| EOY | 6463 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152240 | BOY |
| EOY | 96117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5223185 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2474292 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3352390 | BOY |
| EOY | 2748893 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541809 | BOY |
| EOY | 1325818 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31026546 | BOY |
| EOY | 31752799 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43103793 | BOY |
| EOY | 43956831 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4517647 | BOY |
| EOY | 3339834 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2178169 | BOY |
| EOY | 2096311 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2073485 | BOY |
| EOY | 2166767 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8769301 | BOY |
| EOY | 7602912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34334492 | BOY |
| EOY | 36353919 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34334492 | BOY |
| EOY | 36353919 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43103793 | BOY |
| EOY | 43956831 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (45 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| Rogue Valley Manor | |||
| 930453216 | 0 | true | $0 |
| Cascade Manor Foundation | |||
| 931330100 | 0 | true | $0 |
| Cascade Manor Inc | |||
| 930557803 | 0 | true | $0 |
| Holladay Park Plaza | |||
| 930513697 | 0 | true | $0 |
| MIRABELLA | |||
| 342030255 | 0 | true | $0 |
| Rogue Valley Manor Foundation | |||
| 930712867 | 0 | true | $0 |
| RVM Ashland Housing Corporation | |||
| 930942933 | 0 | true | $0 |
| RVM Bend Housing Corporation | |||
| 943163349 | 0 | true | $0 |
| RVM Bend II Housing Corporation | |||
| 943260016 | 0 | true | $0 |
| RVM CENTRAL POINT HOUSING CORPORATION | |||
| 300315618 | 0 | true | $0 |
| RVM COMMUNITY SERVICES INC | |||
| 930892261 | 0 | true | $0 |
| RVM DAVIS HOUSING CORPORATION | |||
| 311662208 | 0 | true | $0 |
| RVM EAGLE POINT HOUSING CORPORATION | |||
| 943191447 | 0 | true | $0 |
| RVM EUGENE HOUSING CORPORATION | |||
| 943247154 | 0 | true | $0 |
| RVM FORT WORTH I HOUSING CORPORATION | |||
| 311520436 | 0 | true | $0 |
| RVM FORT WORTH II HOUSING CORPORATION | |||
| 311587415 | 0 | true | $0 |
| RVM GRANTS PASS HOUSING CORPORATION | |||
| 943136037 | 0 | true | $0 |
| RVM GRANTS PASS II HOUSING CORPORATION | |||
| 311662259 | 0 | true | $0 |
| RVM HOUSING CORPORATION | |||
| 930864466 | 0 | true | $0 |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||
| 943196455 | 0 | true | $0 |
| RVM LIVELY OAKS HOUSING CORPORATION | |||
| 943194409 | 0 | true | $0 |
| RVM MEDFORD II HOUSING CORPORATION | |||
| 943212537 | 0 | true | $0 |
| RVM MEDFORD III HOUSING CORPORATION | |||
| 311587418 | 0 | true | $0 |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||
| 943162074 | 0 | true | $0 |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||
| 311715321 | 0 | true | $0 |
| RVM PORTLAND HOUSING CORPORATION | |||
| 311780332 | 0 | true | $0 |
| RVM PORTLAND II HOUSING CORPORATION | |||
| 300037898 | 0 | true | $0 |
| RVM REEDSPORT HOUSING CORPORATION | |||
| 943212538 | 0 | true | $0 |
| RVM ROSEBURG HOUSING CORPORATION | |||
| 943179782 | 0 | true | $0 |
| RVM ROSEBURG II HOUSING CORPORATION | |||
| 311587420 | 0 | true | $0 |
| RVM YREKA HOUSING CORP | |||
| 943212540 | 0 | true | $0 |
| CAPITOL LAKES INC | |||
| 391412320 | 0 | true | $0 |
| CAPITOL LAKES FOUNDATION | |||
| 383781089 | 0 | true | $0 |
| HPP FOUNDATION | |||
| 264529118 | 0 | true | $0 |
| MIRABELLA AT SOUTH WATERFRONT | |||
| 711016384 | 0 | true | $0 |
| MIRABELLA SAN FRANCISCO BAY | |||
| 200428927 | 0 | true | $0 |
| MIRABELLA WASHINGTON FOUNDATION | |||
| 450574348 | 0 | true | $0 |
| RVM MANSFIELD HOUSING CORPORATION | |||
| 900292647 | 0 | true | $0 |
| PRS SCHOOL OF AGING SERVICES INC | |||
| 262477424 | 0 | true | $0 |
| CORBINTON RETIREMENT | |||
| 262987036 | 0 | true | $0 |
| MIRABELLA MARIN | |||
| 263800433 | 0 | true | $0 |
| THE CUMBERLAND REST INC | |||
| 750891470 | 0 | true | $0 |
| TRINITY TERRACE FOUNDATION INC | |||
| 912162130 | 0 | true | $0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||
| 931179254 | 0 | true | $0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS FOUNDATION | |||
| 931301816 | 0 | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 45 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
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 | 2217886 | OtherCostOrOtherBasis |
| Depreciation | 667160 | Depreciation |
| Book Value | 1550726 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2526721 | OtherCostOrOtherBasis |
| Depreciation | 1788829 | Depreciation |
| Book Value | 737892 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78578 | OtherCostOrOtherBasis |
| Depreciation | 18303 | Depreciation |
| Book Value | 60275 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2748893 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Due From Affiliates | 25545113 |
| Debt Issue Costs & Loan Fees | 17191 |
| Other Noncurrent Assets | 2468468 |
| INVESTMENT IN HOMEWOOD SUITES | 3722027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 31752799 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Long Term Liabilities | Description |
| Amount | $2,166,767 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2166767 | TotalOfAmounts |
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 | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas R Becker | |||||||||||||
| 739196 | 0 | 0 | 0 | 0 | 0 | 172047 | 0 | 30155 | 0 | 941398 | 0 | 0 | 0 |
| Jerry Schoeggl | |||||||||||||
| 284540 | 0 | 0 | 0 | 0 | 0 | 81303 | 0 | 195 | 0 | 366038 | 0 | 0 | 0 |
| Jill Collins | |||||||||||||
| 299690 | 0 | 0 | 0 | 0 | 0 | 51478 | 0 | 4936 | 0 | 356104 | 0 | 0 | 0 |
| Brian McLemore | |||||||||||||
| 261797 | 0 | 0 | 0 | 0 | 0 | 55567 | 0 | 20803 | 0 | 338167 | 0 | 0 | 0 |
| Thomas Brown | |||||||||||||
| 243640 | 0 | 0 | 0 | 0 | 0 | 54688 | 0 | 29898 | 0 | 328226 | 0 | 0 | 0 |
| Martin Satava | |||||||||||||
| 226471 | 0 | 0 | 0 | 0 | 0 | 5175 | 0 | 15099 | 0 | 246745 | 0 | 0 | 0 |
| Paul A Riepma III | |||||||||||||
| 175015 | 0 | 0 | 0 | 0 | 0 | 12357 | 0 | 7417 | 0 | 194789 | 0 | 0 | 0 |
| Debbie Rayburn | |||||||||||||
| 171724 | 0 | 0 | 0 | 0 | 0 | 12512 | 0 | 21022 | 0 | 205258 | 0 | 0 | 0 |
| Kevin McLoughlin | |||||||||||||
| 179319 | 0 | 0 | 0 | 0 | 0 | 36607 | 0 | 20803 | 0 | 236729 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELEVANT INFORMATION REGARDING COMPENSATION ITEMS | Part I, Line 1 | TRAVEL FOR COMPANIONS - THOMAS BECKER, PRESIDENT AND CEO, RECEIVED REIMBURSEMENT FOR TWO COMPANION TRIPS THE AAHSA ANNUAL MEETING IN THE FALL AND THE AAHSA SPRING MEETING OR IAHSA CONFERENCE HEALTH AND SOCIAL CLUBS - THOMAS BECKER, PRESIDENT AND CEO, HAS 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. |
| NONQUALIFIED RETIREMENT PLAN | Part I, Line 4B | THE CORPORATION HAS A SERP EFFECTIVE 10/01/05. EXECUTIVE EMPLOYEES OF THE CORPORATION DESIGNATED BY THE BOARD ARE ENTITLED TO THE PLAN BENEFITS. CONTRIBUTIONS AND EARNINGS ARE HELD IN A TRUST. THE FOLLOWING INDIVIDUALS HAD SERP CONTRIBUTIONS DURING 2009 - THOMAS BECKER - $128,782 GERALD SCHOEGGL - $39,000 |
| NON-FIXED PAYMENTS | Part I, Line 7 | THE EXECUTIVE COMPENSATION COMMITTEE APPROVES THE BONUS PLAN, AS RECOMMENDED BY THE PRESIDENT/CEO. THE BONUS PLAN VARIES BY ROLE/RESPONSIBILITY, ACHIEVEMENT 0F GOALS, AS WELL AS BUDGETARY CONSTRAINTS. STAFF SUBMIT STAISTICS/REPORTS (I.E., CONSTRUCTION AND DEVELOPMENT REPORTS, ANNUAL REPORT, MARKETING REPORTS, AND THE EAS SUBMIT STRATEGIC MATRICES) AS IT RELATES TO THEIR ROLE, GOALS, AND ACCOMPLISHMENTS. BONUSES ARE TYPICALLY AWARDED AS A PERCENTAGE OF THE RECIPIENT'S SALARY DURING THE YEAR BEING REVIEWED, AWARDS WERE NOT GUARANTEED AND SUBJECT TO AVAILABILITY, THE AFOREMENTIONED CRITERIA, AND VARIED BY POSITION, DEPARTMENT, AND INDIVIDUAL. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CARING COMMUNITIES INSURANCE COMPAN | |||
| THOMAS BECKER/BD MEMBER | 1088751 | INSURANCE PREMIUMS | false |
| MICHAEL MORRIS | |||
| THOMAS BECKER/FAMILY MBR | 162432 | EMPLOYEE OF PRS | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Family or Business Relationship | Form 990, Part VI, Section A, Line 2 | THOMAS BECKER AND WILLIAM BAGLEY HAVE A BUSINESS RELATIONSHIP. |
| Process for review of Form 990 | Form 990, Part VI, Section A, Question 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. |
| Monitoring the conflict of interest | Form 990, Part VI, Section B, Line 12c | PACIFIC RETIREMENT SERVICES, INC (PRS) HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE CONFLICT INTEREST QUESTIONNAIRES ANNUALLY. THE ADMINISTRATOR OF ORGANIZATIONAL DEVELOPMENT REVIEWS AND FILES THE COMPLETED QUESTIONNAIRES. IF A CONFLICT ARISES, PRS ASKS THE INDIVIDUAL TO ABSTAIN FROM DECISIONS MADE RELATED TO THE CONFLICT AND THE ABSTENTION IS RECORDED IN THE BOARD MEETING MINUTES. |
| Compensation Determination | Form 990, Part VI, Section B, Lines 15a & 15b | THE EXECUTIVE COMPENSATION COMMITTEE MEETS AT LEAST ANNUALLY. THE ORGANIZATION HIRES AN OUTSIDE CONSULTANT, RODEGHERO CONSULTING GROUP, INC (RCG), TO PERFORM A COMPENSATION STUDY FOR THE CEO, OFFICERS AND CERTAIN KEY EMPLOYEES' COMPENSATION PACKAGES. THE EXECUTIVE COMPENSATION COMMITTEE RELIED ON THE STUDIES AND PROVIDED RECOMMENDATIONS MADE BY RCG, AS WELL AS BUDGETARY CONSTRAINTS TO DETERMINE REASONABLENESS. THE COMMITTEE ALSO SOLICITED FEEDBACK FROM THE FULL BOARD ON THE CEO'S EVALUATION AS A BASIS FOR ANY INCREASES/DECREASES HE WOULD RECEIVE. |
| Governing documents made available | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL AND STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Total IncomeTotalIncome | EOY AssetsEOYAssets |
|---|---|---|---|---|---|---|---|---|---|
| WASHINGTON & 50TH AVENUE LLC | |||||||||
| 931067253 | LAND DEV. | OR | NA | ||||||
| 965 ELLENDALE DRIVE LLC | |||||||||
| 931067253 | OFFICE BLDG. | OR | NA | 1200 MIRA MAR AVENUE | MEDFORD | OR | 97504 | 224600 | 1867820 |
| CORBINTON LLC | |||||||||
| 931067253 | CCRC DEVELOP | OR | NA | 1200 MIRA MAR AVENUE | MEDFORD | OR | 97504 | ||
| PACIFIC MIRABELLA PORTLAND LLC | |||||||||
| 931067253 | CCRC DEVELOP | OR | NA | 1200 MIRA MAR AVENUE | MEDFORD | OR | 97504 | 1646 | 0 |
Form990 Schedule R Part II Form990ScheduleRPartII (46 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 |
|---|---|---|---|---|---|---|---|---|---|
| PACIFIC RETIREMENT SERVICES INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 931067253 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| ROGUE VALLEY MANOR | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930453216 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| THE CUMBERLAND REST INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 750891470 | Sr Housing | TX | 501(c)(3) | 9 | PRS |
| CASCADE MANOR INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930557803 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| UNIVERSITY RETIREMENT COMM AT DAVIS | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 931179254 | Sr Housing | CA | 501(c)(3) | 9 | PRS |
| HOLLADAY PARK PLAZA | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930513697 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| CAPITOL LAKES INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 391412320 | Sr Housing | WI | 501(c)(3) | 9 | PRS |
| ROGUE VALLEY MANOR FOUNDATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930712867 | PF | OR | 501(c)(3) | 9 | PRS |
| UNIVERSITY RETIREMENT COMM AT DAVIS FND | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 931301816 | PF | CA | 501(c)(3) | 9 | PRS |
| TRINITY TERRACE FOUNDATION INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 912162130 | PF | TX | 501(c)(3) | 9 | PRS |
| HPP FOUNDATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 264529118 | PF | OR | 501(c)(3) | 9 | PRS |
| MIRABELLA WASHINGTON FOUNDATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 450574348 | PF | WA | 501(c)(3) | 9 | PRS |
| CASCADE MANOR FOUNDATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 931330100 | PF | OR | 501(c)(3) | 9 | PRS |
| CAPITOL LAKES FOUNDATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 383781089 | PF | OR | 501(c)(3) | 9 | PRS |
| MIRABELLA | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 342030255 | Sr Housing | WA | 501(c)(3) | 9 | PRS |
| MIRABELLA AT SOUTH WATERFRONT | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 711016384 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| MIRABELLA SAN FRANCISCO BAY | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 200428927 | Sr Housing | CA | 501(c)(3) | 9 | PRS |
| RVM COMMUNITY SERVICES INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930892261 | Comm Srvcs | OR | 501(c)(3) | 9 | PRS |
| RVM HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930864466 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM ASHLAND HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 930942933 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM GRANTS PASS HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943136037 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM ROSEBURG HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943179782 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM MYRTLE CREEK HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943162074 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM BEND HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943163349 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM EAGLE POINT HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943191447 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM KLAMATH FALLS HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943196455 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM MEDFORD II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943212537 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM LIVELY OAKS HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943194409 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM REEDSPORT HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943212538 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM YREKA HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943212540 | Sr Housing | CA | 501(c)(3) | 9 | PRS |
| RVM EUGENE HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943247154 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM FORT WORTH I HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311520436 | Sr Housing | TX | 501(c)(3) | 9 | PRS |
| RVM BEND II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 943260016 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM FORT WORTH II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311587415 | Sr Housing | TX | 501(c)(3) | 9 | PRS |
| RVM MEDFORD III HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311587418 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM ROSEBURG II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311587420 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM GRANTS PASS II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311662259 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM DAVIS HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311662208 | Sr Housing | CA | 501(c)(3) | 9 | PRS |
| RVM MYRTLE CREEK II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311715321 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM PORTLAND HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 311780332 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM PORTLAND II HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 300037898 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM CENTRAL POINT HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 300315618 | Sr Housing | OR | 501(c)(3) | 9 | PRS |
| RVM MANSFIELD HOUSING CORPORATION | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 900292647 | Sr Housing | TX | 501(c)(3) | 9 | PRS |
| PRS SCHOOL OF AGING SERVICES INC | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 262477424 | School | OR | 501(c)(3) | 2 | PRS |
| CORBINTON RETIREMENT | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 262987036 | Sr Housing | NC | 501(c)(3) | 9 | PRS |
| MIRABELLA MARIN | |||||||||
| 1200 Mira Mar Ave | Medford | OR | 97504 | 263800433 | Sr Housing | CA | 501(c)(3) | 9 | PRS |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CREST PARK INC | |||||||||||
| 1200 MIRA MAR AVENUE | MEDFORD | OR | 97504 | 931169683 | HOTEL | OR | NA | C-CORP | 1984543 | 14700784 | 1.00000 |
| RSI INC AND SUBSIDIARIES | |||||||||||
| 1200 MIRA MAR AVE | MEDFORD | OR | 94504 | 931328250 | MGMT COMPANY | OR | NA | C CORP | 5295335 | 12859368 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MIRABELLA INC | |
| d | 800000 |
| MIRABELLA SOUTH WATERFRONT | |
| d | 8000000 |
| RVM EAGLE POINT HOUSING CORP(Royal Loto Apts) | |
| d | 15252 |
| ROGUE VALLEY MANOR | |
| k | 3215896 |
| THE CUMBERLAND REST INC | |
| k | 1243348 |
| CASCADE MANOR INC | |
| k | 436789 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |
| k | 1172397 |
| HOLLADAY PARK PLAZA | |
| k | 848048 |
| MIRABELLA INC | |
| k | 563486 |
| RVM EUGENE HOUSING CORPORATION | |
| k | 56307 |
| ROGUE VALLEY MANOR | |
| p | 751472 |
| THE CUMBERLAND REST INC | |
| p | 152951 |
| CASCADE MANOR INC | |
| p | 78166 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |
| p | 185781 |
| HOLLADAY PARK PLAZA | |
| p | 168943 |
| MIRABELLA INC | |
| p | 247248 |