Nonprofit · EIN 93-1067253
PACIFIC RETIREMENT SERVICES INC
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $39,289,084 | $28,818,089 | $10,470,995 | $80,059,382 | $10,270,780 | $69,788,602 |
| September 30, 2024 | 990 | $26,288,444 | $23,377,682 | $2,910,762 | $72,418,406 | $6,716,455 | $65,701,951 |
| September 30, 2023 | 990 | $19,444,269 | $21,248,880 | -$1,804,611 | $67,465,747 | $5,741,636 | $61,724,111 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $11,000
- Program service revenue
- $32,274,836
- Investment income
- $7,053,317
- Net gain from sales of assets
- $5,738,925
- Other revenue
- -$50,069
Expenses
- Grants and similar amounts paid
- $600,000
- Other salaries and wages
- $19,385,462
- Salaries, compensation and benefits (total)
- $20,050,955
- Professional fundraising fees
- $0
- Legal fees
- $472,427
- Occupancy
- $216,446
- Travel
- $879,149
- Depreciation
- $343,193
- Program services (functional)
- $28,818,089
Balance sheet and other
- Total assets, start of year
- $72,418,406
- Total assets, end of year
- $80,059,382
- Total liabilities, end of year
- $10,270,780
- Net assets, end of year
- $69,788,602
- Land, buildings and equipment
- $5,029,468
- Net assets without donor restrictions
- $69,788,602
- Gross receipts
- $39,289,084
- Employees
- 211
- Volunteers
- 28
- Year formed
- 1990
- 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 | CEO Officer | 38 | $0 | $1,307,773 | $50,990 |
| ANTHONY SABATINI | COO Key employee | 39 | $0 | $585,015 | $47,477 |
| JOHN HOWL | CSO Key employee | 40 | $0 | $564,961 | $37,510 |
| DIANA JAMISON | CFO Officer | 39 | $0 | $471,805 | $39,557 |
| BRUCE ANDERS | CLO Key employee | 40 | $0 | $413,940 | $40,961 |
| LYNDELL SMITH | CHRO Key employee | 40 | $0 | $351,648 | $42,685 |
| WHENNY ALEXANDER CANDALLA | REGIONAL VP Highest-paid employee | 40 | $0 | $358,751 | $26,890 |
| STEPHEN EICHEN | CIO Key employee | 40 | $0 | $358,552 | $12,523 |
| ERIC MINEART | VP STRATEGY AND INNOVATION Highest-paid employee | 40 | $0 | $288,070 | $53,309 |
| TODD ALBERT | VP CULINARY SERVICES Highest-paid employee | 40 | $0 | $288,490 | $47,309 |
| SARAH LYNCH | VP STRATEGIC DEVELOPMENT Highest-paid employee | 40 | $0 | $278,147 | $48,987 |
| TERI LOCK | VP SALES AND MARKETING Highest-paid employee | 40 | $0 | $280,668 | $29,742 |
| DEBBIE RAYBURN | CHO Key employee | 40 | $0 | $235,026 | $33,474 |
| MARY SCHOEGGL | FORMER CFO Former | 40 | $0 | $170,938 | $0 |
| LARRY BOECK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN JOHNSON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| DOUG WILSON | TREASURER Trustee or director, Officer | 1 | $0 |
| DOUG SPANI | SECRETARY Trustee or director, Officer | 1 | $0 |
| SUE CENTER | DIRECTOR Trustee or director | 1 | $0 |
| PAM CLAASSEN | DIRECTOR Trustee or director | 1 | $0 |
| CAROL FISCHER | DIRECTOR Trustee or director | 1 | $0 |
| RAY HEYSELL | DIRECTOR Trustee or director | 1 | $0 |
| BOB KERR | DIRECTOR Trustee or director | 1 | $0 |
| BOB MAYERS | DIRECTOR Trustee or director | 1 | $0 |
| JERI RENO | DIRECTOR Trustee or director | 1 | $0 |
| TERRY SHIRROD | DIRECTOR Trustee or director | 1 | $0 |
| BILL VAN VACTOR | DIRECTOR Trustee or director | 1 | $0 |
| ROY VINYARD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC SHOLTY | CEO Officer | 38 | $842,118 | $65,621 |
| MARY SCHOEGGL | CFO (THROUGH MARCH 2024) Officer | 40 | $761,865 | $61,762 |
| ANTHONY SABATINI | COO Key employee | 39 | $522,591 | $71,600 |
| JOHN HOWL | CSO Key employee | 40 | $520,333 | $48,485 |
| DEBBIE RAYBURN | CHO Key employee | 40 | $449,314 | $71,536 |
| BRUCE ANDERS | CLO Key employee | 40 | $380,485 | $41,924 |
| STEPHEN EICHEN | CIO Key employee | 40 | $361,566 | $59,350 |
| LYNDELL SMITH | CHRO Key employee | 40 | $306,630 | $50,887 |
| SARAH LYNCH | VP, STRATEGIC DEVELOPMENT Highest-paid employee | 40 | $278,912 | $63,373 |
| ADAM PAYN | VP, SALES & COMMUNICATION Highest-paid employee | 40 | $273,338 | $64,165 |
| ERIC MINEART | VP, STRATEGY AND INNOVATION Highest-paid employee | 40 | $259,318 | $56,620 |
| DENA HILTON | EVP, ADMINISTRATION Highest-paid employee | 40 | $254,704 | $59,611 |
| TODD ALBERT | VP, CULINARY SERVICES Highest-paid employee | 40 | $250,021 | $46,729 |
| DIANA JAMISON | CFO (AS OF JANUARY 2024) Officer | 40 | $409 | $0 |
| LARRY BOECK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LYNN JOHNSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUG SPANI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUG SCHMOR | ASST SECRETARY (THROUGH DEC 2023) Trustee or director, Officer | 1 | $0 | $0 |
| SUE CENTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM CLAASSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL FISCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY HEYSELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB KERR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB MAYERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERI RENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRY SHIRROD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL VAN VACTOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROY VINYARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER TIFF WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC SHOLTY | PRESIDENT/CEO Officer | 48 | $773,872 | $34,323 |
| MARY SCHOEGGL | CHIEF FINANCIAL OFFICER Officer | 49 | $528,324 | $27,036 |
| PAUL RIEPMA II | VP, MARKETING Highest-paid employee | 50 | $419,987 | $54,036 |
| ANTHONY SABATINI | EXECUTIVE VP, OPERATIONS Highest-paid employee | 49 | $431,659 | $34,323 |
| BRIAN MCLEMORE | FORMER OFFICER Former | 50 | $461,225 | $0 |
| DEBBIE RAYBURN | CHIEF HEALTHCARE OFFICER Key employee | 50 | $417,370 | $34,323 |
| STEVEN RINKLE | CHIEF LEGAL OFFICER Key employee | 50 | $419,987 | $27,036 |
| JOHN HOWL | EXECUTIVE VP, OPERATIONS Highest-paid employee | 50 | $431,298 | $11,476 |
| STEPHEN EICHEN | CHIEF INFORMATION OFFICER Key employee | 50 | $341,857 | $27,036 |
| LYNDELL SMITH | VP, HUMAN RESOURCES Highest-paid employee | 50 | $283,375 | $54,036 |
| ADAM PAYN | VP, SALES & COMMUNICATION Highest-paid employee | 50 | $264,087 | $45,343 |
| LARRY BOECK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LYNN JOHNSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUG SPANI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOUG SCHMOR | ASST SECRETARY (THROUGH DEC 2023) Trustee or director, Officer | 1 | $0 | $0 |
| SUE CENTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM CLAASSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL FISCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY HEYSELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB KERR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB MAYERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERI RENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL VAN VACTOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROY VINYARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER TIFF WOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 W MAIN ST STE 303, MEDFORD, OR 97501-2796
- Principal officer (990 for 2024)
- LARRY BOECK, 1 WEST MAIN STREET 303, MEDFORD, OR 97501
- Signed the 990
- SLOAN BENTLEY, CEO
- Phone
- (888) 724-6424
- Website
- WWW.RETIREMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PACIFIC RETIREMENT SERVICES' MISSION IS TO EMPOWER PEOPLE TO LEAD MEANINGFUL LIVES AS THEY AGE.
Program accomplishments
- PACIFIC RETIREMENT SERVICES, INC.'S VISION IS CREATING COMMUNITIES TO PROVIDE EACH RESIDENT WITH LIFESTYLE OPPORTUNITIES THAT FACILITATE HEALTHY AGING AND SUPPORT SERVICES TO ENSURE STABILITY AND SECURITY AS RESIDENTS AGE.Expenses $28,818,089 · grants $600,000 · revenue $32,274,836
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 93-1067253
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P027)
- Assets (IRS master file)
- $80,059,382
- Income (IRS master file)
- $39,289,084
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $39,289,084 | $28,818,089 | $80,059,382 | XML |
| 990 | September 2024 | $26,288,444 | $23,377,682 | $72,418,406 | XML |
| 990 | September 2023 | $19,444,269 | $21,248,880 | $67,465,747 | XML |
| 990 | September 2022 | $20,455,151 | $18,740,600 | $67,270,692 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 93-1067253).
Questions about PACIFIC RETIREMENT SERVICES INC
- What is the EIN of PACIFIC RETIREMENT SERVICES INC?
- The employer identification number (EIN) of PACIFIC RETIREMENT SERVICES INC is 93-1067253.
- Is PACIFIC RETIREMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to PACIFIC RETIREMENT SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PACIFIC RETIREMENT SERVICES 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 INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC RETIREMENT SERVICES 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 INC?
- The 990 for the year ended September 30, 2025 names LARRY BOECK.
- Who are the officers and directors of PACIFIC RETIREMENT SERVICES INC?
- The 990 for the year ended September 30, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does PACIFIC RETIREMENT SERVICES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $39,289,084, expenses of $28,818,089 and total assets of $80,059,382 at year end.
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