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PACIFIC RETIREMENT SERVICES INC

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Public IRS 990 nonprofit record

PACIFIC RETIREMENT SERVICES INC

EIN 93-1067253 · Human Services (P027)

What they do

PACIFIC RETIREMENT SERVICES MISSION is to EMPOWER PEOPLE to LEAD MEANINGFUL LIVES AS THEY AGE.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

88.93%of revenue went to mission work100.0% of expenses · Program services
$88.93spent for every $100 of revenueRevenue covered expenses this year.
$3.10in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $907,739 for ERIC SHOLTY (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$26,288,444
Mission workProgram services$23,377,68288.93% of revenue100.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$2,910,76211.07% of revenueShown in gray on the chart
Total expenses$23,377,68288.93% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2023CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 88.93% of revenue
2022Expense mix: 91.5% mission · 8.5% management · 0.0% fundraisingTotal expenses: 109.28% of revenue
2021Expense mix: 98.1% mission · 1.9% management · 0.0% fundraisingTotal expenses: 91.62% of revenue
2020Expense mix: 98.2% mission · 1.8% management · 0.0% fundraisingTotal expenses: 91.91% of revenue
2019Expense mix: 97.3% mission · 2.7% management · 0.0% fundraisingTotal expenses: 108.97% of revenue
2018Expense mix: 98.4% mission · 1.6% management · 0.0% fundraisingTotal expenses: 185.33% of revenue
2017Expense mix: 98.6% mission · 1.4% management · 0.0% fundraisingTotal expenses: 80.01% of revenue
2016Expense mix: 97.5% mission · 2.5% management · 0.0% fundraisingTotal expenses: 81.14% of revenue

Money in and money out

Revenue$26,288,444
Expenses$23,377,682
Annual surplus $2,910,762 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$23,377,682 · 100.0% of expenses
See all reported dollar amounts
Revenue$26,288,444
Expenses$23,377,682
Assets$72,418,406
Income$26,288,444
Mission work (program services)$23,377,682
Grants given$6,643,672
Average grant$332,184
Investing fees$21,224
People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
ERIC SHOLTYCEO · 38 hrs/week $907,739Base $842,118 · Other $65,621
MARY SCHOEGGLCFO (THROUGH MARCH 2024) · 40 hrs/week $823,627Base $761,865 · Other $61,762
ANTHONY SABATINICOO · 39 hrs/week $594,191Base $522,591 · Other $71,600
JOHN HOWLCSO · 40 hrs/week $568,818Base $520,333 · Other $48,485
DEBBIE RAYBURNCHO · 40 hrs/week $520,850Base $449,314 · Other $71,536
BRUCE ANDERSCLO · 40 hrs/week $422,409Base $380,485 · Other $41,924
STEPHEN EICHENCIO · 40 hrs/week $420,916Base $361,566 · Other $59,350
LYNDELL SMITHCHRO · 40 hrs/week $357,517Base $306,630 · Other $50,887
SARAH LYNCHVP, STRATEGIC DEVELOPMENT · 40 hrs/week $342,285Base $278,912 · Other $63,373
ADAM PAYNVP, SALES & COMMUNICATION · 40 hrs/week $337,503Base $273,338 · Other $64,165
ERIC MINEARTVP, STRATEGY AND INNOVATION · 40 hrs/week $315,938Base $259,318 · Other $56,620
DENA HILTONEVP, ADMINISTRATION · 40 hrs/week $314,315Base $254,704 · Other $59,611

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

ERIC SHOLTYCEO

MARY SCHOEGGLCFO (THROUGH MARCH 2024)

ANTHONY SABATINICOO

JOHN HOWLCSO

DEBBIE RAYBURNCHO

BRUCE ANDERSCLO

STEPHEN EICHENCIO

LYNDELL SMITHCHRO

SARAH LYNCHVP, STRATEGIC DEVELOPMENT

ADAM PAYNVP, SALES & COMMUNICATION

ERIC MINEARTVP, STRATEGY AND INNOVATION

DENA HILTONEVP, ADMINISTRATION

TODD ALBERTVP, CULINARY SERVICES

DIANA JAMISONCFO (AS OF JANUARY 2024)

SUE CENTERDIRECTOR

TERRY SHIRRODDIRECTOR

ROY VINYARDDIRECTOR

RAY HEYSELLDIRECTOR

PAM CLAASSENDIRECTOR

JERI RENODIRECTOR

LYNN JOHNSONVICE CHAIR

LARRY BOECKCHAIR

BOB KERRDIRECTOR

BILL VAN VACTORDIRECTOR

DOUG WILSONTREASURER

DOUG SPANISECRETARY

DOUG SCHMORASST SECRETARY (THROUGH DEC 2023)

CHRISTOPHER TIFF WOODDIRECTOR

CAROL FISCHERDIRECTOR

BOB MAYERSDIRECTOR

About this charity

Recognized since
January 1982
Location
1 WEST MAIN STREET 303, MEDFORD, OR 97501
County
Jackson
In care of
DIANA JAMISON
Primary officer
DIANA JAMISON, CFO

How to reach them

Filing and classification

Latest tax year
2023
Tax period began
October 1, 2023
Return type
990
Tax preparer
CLIFTONLARSONALLEN LLP
NTEE classification
Human Services (P027)
IRS tax category
Nursing Care Facilities (Skilled Nursing Facilities)
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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