2011-08-11T13:11:54-05:00 2010-09-30 ERNST & YOUNG US LLP 178 S RIO GRANDE ST SUITE 400 SALT LAKE CITY UT 84101 990 2009-10-30 931067253 Pacific Retirement Services Inc PACI 8887246424 1200 Mira Mar Avenue Medford OR 97504 Brian McLemore 2011-08-11 8013503300 2009 2016-02-24 21:20:13Z BRIAN MCLEMORE 1200 MIRA MAR AVENUE MEDFORD OR 97504 13819031 false X www.retirement.org X 1991 OR Pacific Retirement Services provides leadership for its affiliate organizations and creates and enhances lifestyle opportunities for seniors. 9 9 161 1 82360 81360 0 13286714 12803299 1016892 538982 -23871 82360 14279735 13424641 0 0 8060370 8506988 0 0 4487798 2903828 12548168 11410816 1731567 2013825 43103793 43956831 8769301 7602912 34334492 36353919 Pacific Retirement Services provides leadership for its affiliate organizations and creates and enhances lifestyle opportunities for seniors. false false 11323538 0 12803299 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. 11323538 true false false false false false false false false true false true false false false false false false false false false false false true false false false false false false true true false false false false true true true false false true 78 0 true 161 true true true false false false false false false false false 9 9 true false false false false false false true true false true true true true true true true true true true false CA OR WI X MARK DAMON 5418577854 1200 MIRA MAR AVENUE MEDFORD OR 97504 William Thorndike Jr 1.0 X 4000 0 0 William L Leever 1.0 X 4000 0 0 Edward Jolly 1.0 X 4000 0 0 Harry E Knight 1.0 X 4000 0 0 William Bagley 1.0 X 4000 0 0 Marc Bayliss 1.0 X 4000 0 0 Celia Meese 1.0 X 3000 0 0 Todd Martin 1.0 X 4000 0 0 Lyn Hennion 1.0 X 4000 0 0 Thomas R Becker 60.0 X 739196 0 202202 Brian McLemore 60.0 X 261797 0 76370 Jerry Schoeggl 50.0 X 284540 0 81498 Jill Collins 50.0 X 299690 0 56414 Thomas Brown 50.0 X 243640 0 84586 Martin Satava 50.0 X 226471 0 20274 Paul A Riepma III 50.0 X 175015 0 19774 Debbie Rayburn 50.0 X 171724 0 33534 Kevin McLoughlin 50.0 X 179319 0 57410 2616392 0 632062 29 false true false 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 3 0 Management Fee Revenue 561000 8421786 8421786 Development Fee Revenue 561000 1835220 1835220 OTHER PROGAM SERVICE REVENUE 900099 2546293 2546293 12803299 703479 703479 0 0 214471 229893 -15422 -15422 -15422 0 164497 -164497 -164497 -164497 0 0 0 TRANSFER PRICE STUDY 900003 97782 97782 97782 13424641 12803299 82360 538982 0 0 0 0 2836708 2836708 0 0 162432 162432 0 0 3706093 3706093 0 0 1218479 1218479 0 0 129525 129525 0 0 453751 453751 0 0 0 0 0 0 437535 437535 0 0 228670 228670 0 0 0 0 0 0 0 0 0 0 0 0 274640 274640 0 0 16016 16016 0 0 121400 121400 0 0 304669 304669 0 0 0 0 0 0 390484 390484 0 0 191488 191488 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 558610 558610 0 0 55384 55384 0 0 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 99168 99169 0 11410816 11323538 87278 0 241346 3677960 7679359 4321025 100736 27756 9367 6463 152240 96117 5223185 2474292 3352390 2748893 541809 1325818 31026546 31752799 43103793 43956831 4517647 3339834 2178169 2096311 2073485 2166767 8769301 7602912 X 34334492 36353919 34334492 36353919 43103793 43956831 X false true true X false X X X false false false 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 45 0 400000 400000 2217886 667160 1550726 2526721 1788829 737892 78578 18303 60275 2748893 Due From Affiliates 25545113 Debt Issue Costs & Loan Fees 17191 Other Noncurrent Assets 2468468 INVESTMENT IN HOMEWOOD SUITES 3722027 31752799 0 Other Long Term Liabilities 2166767 2166767 X X true true X X X X false true false false false false false true false 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 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. CARING COMMUNITIES INSURANCE COMPAN THOMAS BECKER/BD MEMBER 1088751 INSURANCE PREMIUMS false MICHAEL MORRIS THOMAS BECKER/FAMILY MBR 162432 EMPLOYEE OF PRS false 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. WASHINGTON & 50TH AVENUE LLC 931067253 LAND DEV. OR NA 965 ELLENDALE DRIVE LLC 1200 MIRA MAR AVENUE MEDFORD OR 97504 931067253 OFFICE BLDG. OR 224600 1867820 NA CORBINTON LLC 1200 MIRA MAR AVENUE MEDFORD OR 97504 931067253 CCRC DEVELOP OR NA PACIFIC MIRABELLA PORTLAND LLC 1200 MIRA MAR AVENUE MEDFORD OR 97504 931067253 CCRC DEVELOP OR 1646 0 NA 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 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