Pacific Retirement Services Inc

Medford, OR
Tax-exempt since April 1982
EIN: 93-1067253

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Management & Technical Assistance (NTEE)

Donations to this organization are tax deductible.

Revenue

$19.4M (2023)

Expenses

$21.2M (2023)

Total Assets

$67.5M (2023)

Total Liabilities

$5.74M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Sept.
2023

Revenue

$19,444,269

Expenses

$21,248,880

Net Income

-$1,804,611

Net Assets

$61,724,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,206	0.2%
Program Services	$19,922,098	> 100%
Investment Income	$390,808	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$31,524	0.2%
Net Fundraising	$0
Sales of Assets	-$862,946
Net Inventory Sales	$0
Other Revenue	-$67,421

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$15,111,429	71.1%

Assets/Debt
Total Assets	$67,465,747
Total Liabilities	$5,741,636
Net Assets	$61,724,111

Compensation

Key Employees and Officers	Compensation	Related	Other
Eric Sholty (President/Ceo)	$773,872	$0	$34,323
Mary Schoeggl (Chief Financial Officer)	$528,324	$0	$27,036
Brian Mclemore (Former Officer)	$461,225	$0	$0
Anthony Sabatini (Executive Vp, Operations)	$431,659	$0	$34,323
John Howl (Executive Vp, Operations)	$431,298	$0	$11,476
Paul Riepma Ii (Vp, Marketing)	$419,987	$0	$54,036
Steven Rinkle (Chief Legal Officer)	$419,987	$0	$27,036
Debbie Rayburn (Chief Healthcare Officer)	$417,370	$0	$34,323
Stephen Eichen (Chief Information Officer)	$341,857	$0	$27,036
Lyndell Smith (Vp, Human Resources)	$283,375	$0	$54,036
Adam Payn (Vp, Sales & Communication)	$264,087	$0	$45,343
Larry Boeck (Chair)	$0	$0	$0
Lynn Johnson (Vice Chair)	$0	$0	$0
Doug Wilson (Treasurer)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Doug Schmor (Asst Secretary (Through Dec 2023))	$0	$0	$0
Sue Center (Director)	$0	$0	$0
Pam Claassen (Director)	$0	$0	$0
Carol Fischer (Director)	$0	$0	$0
Ray Heysell (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Jeri Reno (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Roy Vinyard (Director)	$0	$0	$0
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990

Filed on Aug. 11, 2024

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Fiscal Year Ending Sept.
2022

Revenue

$20,455,151

Expenses

$18,740,600

Net Income

$1,714,551

Net Assets

$61,500,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$20,173,205	98.6%
Investment Income	$335,788	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$423,972	2.1%
Net Fundraising	$0
Sales of Assets	-$412,875
Net Inventory Sales	$0
Other Revenue	-$64,939

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,962,131	74.5%

Assets/Debt
Total Assets	$67,270,692
Total Liabilities	$5,770,331
Net Assets	$61,500,361

Compensation

Key Employees and Officers	Compensation	Related	Other
Eric Sholty (Chief Executive Officer)	$599,699	$0	$55,427
Mary Schoeggl (Chief Financial Officer)	$523,674	$0	$68,670
Steven Rinkle (Chief Legal Officer)	$409,039	$0	$67,973
Debbie Rayburn (Chief Healthcare Officer)	$400,602	$0	$79,745
Anthony Sabatini (Executive Vp, Operations)	$391,196	$0	$71,904
John Howl (Executive Vp, Operations)	$389,375	$0	$33,802
Brian Mclemore (Former Officer)	$387,021	$0	$14,563
Stephen Eichen (Chief Information Officer)	$345,349	$0	$71,248
Paul Riepma Ii (Senior Vp, Sales & Marketing)	$335,534	$0	$56,808
Larry Boeck (Chair)	$0	$0	$0
Lynn Johnson (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Doug Schmor (Assistant Secretary)	$0	$0	$0
Doug Wilson (Treasurer)	$0	$0	$0
Sue Center (Director)	$0	$0	$0
Carol Fischer (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
Edward Jolly (Director (Through October 2021))	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Jeri Reno (Director (As Of December 2021))	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Roy Vinyard (Director)	$0	$0	$0
Tiff Wood (Director)	$0	$0	$0

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990

Filed on Aug. 9, 2023

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Sept.
2021

Revenue

$19,640,299

Expenses

$18,052,098

Net Income

$1,588,201

Net Assets

$61,503,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,148	0.2%
Program Services	$18,639,415	94.9%
Investment Income	$540,142	2.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$447,114	2.3%
Net Fundraising	$0
Sales of Assets	$40,757	0.2%
Net Inventory Sales	$0
Other Revenue	-$57,277

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,387,188	79.7%

Assets/Debt
Total Assets	$67,857,184
Total Liabilities	$6,353,550
Net Assets	$61,503,634

Compensation

Key Employees and Officers	Compensation	Related	Other
Brian Mclemore (Chief Executive Officer)	$749,195	$0	$59,034
Mary Schoeggl (Chief Financial Officer)	$476,423	$0	$59,034
Eric Sholty (Chief Operating Officer)	$407,385	$0	$44,874
Steven Rinkle (Chief Legal Officer)	$386,820	$0	$54,100
Debbie Rayburn (Chief Healthcare Officer)	$377,266	$0	$63,365
John Howl (Executive Vp, Operations)	$355,423	$0	$37,055
Anthony Sabatini (Executive Vp, Operations)	$344,045	$0	$53,824
Stephen Eichen (Chief Information Officer)	$333,980	$0	$57,188
Paul Riepma Ii (Senior Vp, Sales & Marketing)	$319,755	$0	$43,512
Larry Boeck (Chair)	$0	$0	$0
Lynn Johnson (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Doug Schmor (Assistant Secretary)	$0	$0	$0
Doug Wilson (Treasurer)	$0	$0	$0
Sue Center (Director)	$0	$0	$0
Carol Fischer (Director)	$0	$0	$0
John Hubbard (Director (Through April 2021))	$0	$0	$0
Edward Jolly (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Roy Vinyard (Director)	$0	$0	$0
Tiff Wood (Director)	$0	$0	$0

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990

Filed on Aug. 12, 2022

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Sept.
2020

Revenue

$12,051,069

Expenses

$13,132,443

Net Income

-$1,081,374

Net Assets

$66,441,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$837	0.0%
Program Services	$11,836,741	98.2%
Investment Income	$56,122	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$137,296	1.1%
Net Fundraising	$0
Sales of Assets	$20,073	0.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,328,308	63.4%

Assets/Debt
Total Assets	$72,807,770
Total Liabilities	$6,365,820
Net Assets	$66,441,950

Compensation

Key Employees and Officers	Compensation	Related	Other
Brian Mclemore (Chief Executive Officer)	$709,072	$0	$50,357
Mary Schoeggl (Chief Financial Officer)	$487,581	$0	$50,357
Eric Sholty (Chief Operating Officer)	$379,238	$0	$48,476
Steven Rinkle (Legal Counsel)	$367,253	$0	$45,645
Debbie Rayburn (Vp Of Health Services)	$364,612	$0	$51,633
Stephen Eichen (Chief Information Officer)	$318,708	$0	$48,739
Anthony Sabatini (Regional Vp Of Operations)	$317,245	$0	$48,748
Paul Riepma Ii (Vp Of Marketing)	$311,237	$0	$32,832
John Tamminga (Vp Of Construction Mgmt)	$238,385	$0	$24,666
Larry Boeck (Chair)	$0	$0	$0
Lynn Johnson (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Doug Schmor (Assistant Secretary)	$0	$0	$0
Doug Wilson (Treasurer)	$0	$0	$0
Sue Center (Director)	$0	$0	$0
Carol Fischer (Director)	$0	$0	$0
John Hubbard (Director)	$0	$0	$0
Edward Jolly (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Roy Vinyard (Director)	$0	$0	$0
Tiff Wood (Director)	$0	$0	$0

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990

Filed on June 14, 2021

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Fiscal Year Ending Sept.
2019

Revenue

$10,810,172

Expenses

$20,034,799

Net Income

-$9,224,627

Net Assets

$62,655,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,770	0.0%
Program Services	$18,792,260	> 100%
Investment Income	$743,991	6.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$40,666	0.4%
Net Fundraising	$0
Sales of Assets	-$8,770,515
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,707,810	58.4%

Assets/Debt
Total Assets	$63,845,894
Total Liabilities	$1,190,530
Net Assets	$62,655,364

Compensation

Key Employees and Officers	Compensation	Related	Other
Brian Mclemore (Chief Executive Officer)	$657,512	$0	$86,777
Michael Morris (Former Chief Operating Officer)	$471,058	$0	$7,244
Mary Schoeggl (Chief Financial Officer)	$468,744	$0	$79,184
Matthew Neal (Former Regional Vp Of Operations)	$399,456	$0	$23,868
Debbie Rayburn (Vp Of Health Services)	$347,836	$0	$62,530
Steven Rinkle (Legal Council)	$347,458	$0	$61,993
Eric Sholty (Chief Operating Officer)	$324,219	$0	$38,706
Paul Riepma Ii (Vp Marketing)	$306,949	$0	$56,499
Anthony Sabatini (Regional Vp Of Operations)	$306,823	$0	$56,294
Larry Boeck (Chair)	$0	$0	$0
Lynn Johnson (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Doug Schmor (Assistant Secretary)	$0	$0	$0
Doug Wilson (Treasurer)	$0	$0	$0
Sue Center (Director)	$0	$0	$0
John Hubbard (Director)	$0	$0	$0
Edward Jolly (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
William Bill Leever (Director (Through 9/30/19))	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Tiff Wood (Director)	$0	$0	$0

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990

Filed on Aug. 14, 2020

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Sept.
2018

Revenue

$27,539,367

Expenses

$22,033,590

Net Income

$5,505,777

Net Assets

$61,557,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,685	0.0%
Program Services	$27,301,968	99.1%
Investment Income	$31,653	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$41,307	0.1%
Net Fundraising	$0
Sales of Assets	$161,754	0.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,293,681	51.3%

Assets/Debt
Total Assets	$63,740,444
Total Liabilities	$2,182,692
Net Assets	$61,557,752

Compensation

Key Employees and Officers	Compensation	Related	Other
Brian Mclemore (Chief Executive Officer)	$673,575	$0	$54,543
Michael Morris (Chief Operating Officer)	$490,795	$0	$54,543
Mary Schoeggl (Chief Financial Officer)	$458,373	$0	$54,543
Steven Rinkle (Legal Council)	$343,685	$0	$54,543
Debbie Rayburn (Vp Of Health Services)	$343,383	$0	$55,543
Matthew Neal (Regional Vp Of Operations)	$332,716	$0	$42,068
Paul Riepma Ii (Vp Marketing)	$310,548	$0	$40,028
Anthony Sabatini (Regional Vp Of Operations)	$301,770	$0	$50,368
Doug Schmor (Chair & Assistant Secretary)	$0	$0	$0
Larry Boeck (Vice Chair & Chair)	$0	$0	$0
Lynn Johnson (Treasurer & Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Carolyn Lyn Hennion (Asst Secretary (Through Sep 2018))	$0	$0	$0
Doug Wilson (Director & Treasurer)	$0	$0	$0
Sue Center (Director)	$0	$0	$0
John Hubbard (Director)	$0	$0	$0
Edward Jolly (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
William Bill Leever (Director)	$0	$0	$0
Todd Martin (Director (Left In Fiscal Year))	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Tiff Wood (Director)	$0	$0	$0

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990

Filed on Aug. 15, 2019

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990-T

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Fiscal Year Ending Sept.
2017

Revenue

$16,557,122

Expenses

$13,434,950

Net Income

$3,122,172

Net Assets

$55,827,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,138	0.0%
Program Services	$16,536,539	99.9%
Investment Income	$20,127	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$10,616
Net Fundraising	$0
Sales of Assets	$8,934	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$9,829,065	73.2%

Assets/Debt
Total Assets	$59,681,840
Total Liabilities	$3,854,285
Net Assets	$55,827,555

Compensation

Key Employees and Officers	Compensation	Related	Other
Doug Schmor (Chair)	$0	$0	$0
Larry Boeck (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Carolyn Lyn Hennion (Assistant Secretary)	$0	$0	$0
Lynn Johnson (Treasurer)	$0	$0	$0
John Hubbard (Director)	$0	$0	$0
Edward A Jolly (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
William Bill Leever (Director)	$0	$0	$0
Todd Martin (Director)	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Doug Wilson (Director)	$0	$0	$0
Brian Mclemore (Chief Executive Officer)	$0	$569,660	$46,609
Mary Schoeggl (Chief Financial Officer)	$0	$370,025	$46,609
Michael Morris (Chief Operating Officer)	$0	$404,661	$46,621
Steven Rinkle (Legal Counsel)	$0	$286,660	$46,609
Debbie Rayburn (Vp Of Health Services)	$0	$278,779	$47,609
Matthew Neal (Regional Vp Of Operations)	$0	$261,002	$34,134
Paul Riepma Ii (Vp Marketing)	$0	$253,517	$39,183
Tamara Nordin (Vp Human Resources)	$0	$250,215	$44,152

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990

Filed on Aug. 15, 2018

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990-T

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Fiscal Year Ending Sept.
2016

Revenue

$16,403,995

Expenses

$16,373,374

Net Income

$30,621

Net Assets

$52,619,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,771	0.1%
Program Services	$14,580,920	88.9%
Investment Income	$40,094	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$53,693
Net Fundraising	$0
Sales of Assets	$1,824,903	11.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$9,371,433	57.2%

Assets/Debt
Total Assets	$54,337,085
Total Liabilities	$1,717,560
Net Assets	$52,619,525

Compensation

Key Employees and Officers	Compensation	Related	Other
Doug Schmor (Chair)	$0	$0	$0
Larry Boeck (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Carolyn Lyn Hennion (Assistant Secretary)	$0	$0	$0
Lynn Johnson (Treasurer)	$0	$0	$0
Jacque Bartholomew (Director (Through 11/2/15))	$0	$0	$0
Marc Bayliss (Director (Through 10/2/15))	$0	$0	$0
John Hubbard (Director)	$0	$0	$0
Edward A Jolly (Director)	$0	$0	$0
Bob Kerr (Director)	$0	$0	$0
William Bill Leever (Director)	$0	$0	$0
Todd Martin (Director)	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Doug Wilson (Director)	$0	$0	$0
Brian Mclemore (President/Ceo)	$0	$537,933	$48,238
Mary Schoeggl (Cfo)	$0	$354,809	$56,109
Michael Morris (Coo)	$0	$375,087	$41,240
Debbie Rayburn (Cho)	$0	$257,675	$36,550
Paul Riepma Ii (Senior Vp Of Marketing)	$0	$240,716	$27,010
Stephen L Eichen (Cio)	$0	$242,682	$34,449
Steven Rinkle (General Counsel)	$0	$268,563	$37,228
Tamara Nordin (Senior Vp Of Human Resources)	$0	$229,549	$40,922

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990

Filed on Aug. 15, 2017

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Sept.
2015

Revenue

$15,901,875

Expenses

$10,842,159

Net Income

$5,059,716

Net Assets

$52,561,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,898,419	100.0%
Investment Income	$20,071	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$20,440	0.1%
Net Fundraising	$0
Sales of Assets	-$37,055
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,254,118	11.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,636,873	61.2%

Assets/Debt
Total Assets	$53,925,960
Total Liabilities	$1,364,888
Net Assets	$52,561,072

Compensation

Key Employees and Officers	Compensation	Related	Other
Doug Schmor (Chair)	$0	$0	$0
Larry Boeck (Vice Chair)	$0	$0	$0
Doug Spani (Secretary)	$0	$0	$0
Carolyn Hennion (Assistant Secretary)	$0	$0	$0
Lynn Johnson (Treasurer)	$0	$0	$0
Doug Wilson (Director)	$0	$0	$0
Marc Bayliss (Director)	$0	$0	$0
William Leever (Director)	$0	$0	$0
Edward Jolly (Director)	$0	$0	$0
Bill Van Vactor (Director)	$0	$0	$0
Christopher Wood (Director)	$0	$0	$0
Bob Mayers (Director)	$0	$0	$0
Jacque Bartholomew (Director)	$0	$0	$0
C Todd Martin (Director)	$0	$0	$0
Brian Mclemore (President/Ceo)	$0	$488,573	$48,279
Mary Schoeggl (Cfo)	$0	$313,814	$48,279
Michael Morris (Coo)	$0	$326,823	$47,287
Debbie Rayburn (Chief Healthcare Officer)	$0	$263,159	$38,769
Paul Riepma Ii (Senior Vp Of Marketing)	$0	$222,199	$30,931
Stephen Eichen (Chief Information Officer)	$0	$226,539	$29,463
Steven Rinkle (General Counsel)	$0	$233,248	$38,317
Tamara Nordin (Senior Vp Of Human Resources)	$0	$200,696	$49,173

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990

Filed on July 29, 2016

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Sept.
2014

Revenue

$13,015,577

Expenses

$9,901,145

Net Income

$3,114,432

Net Assets

$47,523,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,671,940	97.4%
Investment Income	$142,367	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,136	0.0%
Net Inventory Sales	$0
Other Revenue	$199,134	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,256,891	12.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,301,444	63.6%

Assets/Debt
Total Assets	$51,092,012
Total Liabilities	$3,568,411
Net Assets	$47,523,601

Compensation

Key Employees and Officers	Compensation	Related	Other
Marc Bayliss (Director)	$4,000	$0	$0
Larry Boeck (Vice Chair)	$4,000	$0	$0
Carolyn Hennion (Assistant Secretary)	$4,000	$0	$0
Lynn Johnson (Treasurer)	$4,000	$0	$0
Edward Jolly (Director)	$4,000	$0	$0
William Leever (Director)	$4,000	$0	$0
Doug Schmor (Chair)	$4,000	$0	$0
Doug Spani (Secretary)	$4,000	$0	$0
Doug Wilson (Director)	$4,000	$0	$0
Christopher Tiff Wood (Director)	$4,000	$0	$0
Bob Mayers (Director)	$2,000	$0	$0
Bill Van Vactor (Director)	$2,000	$0	$0
Jacque Bartholomew (Director)	$1,000	$0	$0
Todd C Martin (Director)	$1,000	$0	$0
Brian Mclemore (President/Ceo)	$0	$418,341	$49,056
Mary Schoeggl (Cfo)	$0	$257,373	$49,056
Michael Morris (Coo)	$0	$282,793	$50,124
Debbie Rayburn (Chief Healthcare Officer)	$0	$238,317	$38,111
Paul Riepma Ii (Senior Vp Of Marketing)	$0	$212,212	$28,356
Stephen L Eichen (Chief Information Officer)	$0	$209,348	$29,620
Steven Rinkle (General Counsel)	$0	$201,815	$36,318
Tamara Nordin (Senior Vp Of Human Resources)	$0	$171,810	$45,771

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990

Filed on May 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2013

Revenue

$11,973,635

Expenses

$9,402,172

Net Income

$2,571,463

Net Assets

$44,438,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,668,914	97.5%
Investment Income	$89,162	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$75	0.0%
Net Inventory Sales	$0
Other Revenue	$215,484	1.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,341,320	14.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,428,242	57.7%

Assets/Debt
Total Assets	$48,744,530
Total Liabilities	$4,305,566
Net Assets	$44,438,964

990

Filed on Sept. 26, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2012

Revenue

$11,099,422

Expenses

$8,721,329

Net Income

$2,378,093

Net Assets

$41,872,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,038,149	99.4%
Investment Income	$46,466	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$14,807	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$760,634	8.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,657,509	41.9%

Assets/Debt
Total Assets	$46,922,982
Total Liabilities	$5,050,225
Net Assets	$41,872,757

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2011

Revenue

$11,431,403

Expenses

$8,227,429

Net Income

$3,203,974

Net Assets

$39,489,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,990,560	96.1%
Investment Income	$386,740	3.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$54,103	0.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$789,752	9.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,354,013	40.8%

Assets/Debt
Total Assets	$45,001,490
Total Liabilities	$5,512,232
Net Assets	$39,489,258

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated June 30, 2025

Pacific Retirement Services Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $19.4M (2023)

Expenses $21.2M (2023)

Total Assets $67.5M (2023)

Total Liabilities $5.74M (2023)

Tax Filings and Audits by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$19.4M (2023)

Expenses

$21.2M (2023)

Total Assets

$67.5M (2023)

Total Liabilities

$5.74M (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001