Nonprofit · EIN 47-2352652
PACIFIC RETIREMENT SERVICES FOUNDATION INC
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $317,962 | $41,525 | $276,437 | $1,277,604 | $262 | $1,277,342 |
| September 30, 2024 | 990 | $144,588 | $115,188 | $29,400 | $1,398,076 | $145,225 | $1,252,851 |
| September 30, 2023 | 990 | $88,794 | $57,262 | $31,532 | $1,092,365 | $35,563 | $1,056,802 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $217,467
- Program service revenue
- $0
- Investment income
- $100,495
- Net gain from sales of assets
- $57,718
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $34,590
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $34,590
- Management and general (functional)
- $6,935
Balance sheet and other
- Total assets, start of year
- $1,398,076
- Total assets, end of year
- $1,277,604
- Total liabilities, end of year
- $262
- Net assets, end of year
- $1,277,342
- Publicly traded securities
- $1,238,599
- Net assets without donor restrictions
- $932,635
- Net assets with donor restrictions
- $344,707
- Gross receipts
- $317,962
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2014
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR Trustee or director, Officer | 1 | $0 | $1,307,773 | $50,990 |
| RAY HEYSELL | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BILL VAN VACTOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROY VINYARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR Trustee or director, Officer | 1 | $0 | $842,118 | $65,621 |
| WILLIAM THORNDIKE JR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR Trustee or director, Officer | 1 | $0 | $773,872 | $34,323 |
| WILLIAM THORNDIKE JR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 W MAIN ST STE 303, MEDFORD, OR 97501-2796
- In care of
- % SHERI LOYA
- Mailing address (990-N for 2014)
- 1 WEST MAIN STREET SUITE 303, MEDFORD OR 97501
- Principal officer (990 for 2024)
- DIANA JAMISON, 1 WEST MAIN STREET 303, MEDFORD, OR 97501
- Principal officer (990-N for 2014)
- BRIAN MCLEMORE, 1 WEST MAIN STREET SUITE 303, MEDFORD OR 97501
- Signed the 990
- DIANA JAMISON, BOARD CHAIR
- Phone
- (888) 724-6424
- Website
- WWW.RETIREMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES.
Program accomplishments
- TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES.Expenses $34,590 · grants $34,590
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 47-2352652
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,277,604
- Income (IRS master file)
- $317,962
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $317,962 | $41,525 | $1,277,604 | XML |
| 990 | September 2024 | $144,588 | $115,188 | $1,398,076 | XML |
| 990 | September 2023 | $88,794 | $57,262 | $1,092,365 | XML |
| 990 | September 2022 | -$58,496 | $30,448 | $977,991 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: BRIAN MCLEMORE | September 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2352652).
Questions about PACIFIC RETIREMENT SERVICES FOUNDATION INC
- What is the EIN of PACIFIC RETIREMENT SERVICES FOUNDATION INC?
- The employer identification number (EIN) of PACIFIC RETIREMENT SERVICES FOUNDATION INC is 47-2352652.
- Is PACIFIC RETIREMENT SERVICES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to PACIFIC RETIREMENT SERVICES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC RETIREMENT SERVICES FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PACIFIC RETIREMENT SERVICES FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC RETIREMENT SERVICES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PACIFIC RETIREMENT SERVICES FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names DIANA JAMISON.
- Who are the officers and directors of PACIFIC RETIREMENT SERVICES FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PACIFIC RETIREMENT SERVICES FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $317,962, expenses of $41,525 and total assets of $1,277,604 at year end.
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