Pacific Retirement Services Inc
Pacific Retirement Services' mission is to empower people to lead meaningful lives as they age.
Pacific Retirement Services Inc at a glance
In short: Pacific Retirement Services Inc gave $600K across 1 grant in 2025 (avg $600K), mostly in Wisconsin. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $600,000
- +5900.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $600,000
- +5900.0% vs 2024
- Median grant
- $600,000
- Total assets
- $80,059,382
- +10.6% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Pacific Retirement Services Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Capitol Lakes Inc ($600K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $9K (2021) to $4.3M (2019). In 2025 it made 1 grant totaling $600K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Capitol Lakes Inc Madison, WI | Community Support | $600,000 |
Ready to take the next step with Pacific Retirement Services Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $80,059,382 | $39,289,084 | $28,818,089 | $600,000 | 1 | $7,053,317 |
| 2024 | $72,418,406 | $26,288,444 | $23,377,682 | $10,000 | 1 | $1,331,480 |
| 2023 | $67,465,747 | $19,444,269 | $21,248,880 | $9,000 | 1 | $-472,138 |
| 2022 | $67,270,692 | $20,455,151 | $18,740,600 | $16,803 | Total only | $-77,087 |
| 2021 | $67,857,184 | $19,640,299 | $18,052,098 | $8,973 | Total only | $580,899 |
| 2020 | $72,807,770 | $12,051,069 | $13,132,443 | $2,385,345 | 9 | $76,195 |
| 2019 | $63,845,894 | $10,810,172 | $20,034,799 | $4,253,082 | 8 | $-8,026,524 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Pacific Retirement Services Inc
Based on IRS filings
Pacific Retirement Services Inc is a public charity focused on Human Services, based in Medford, OR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $80.1M in total assets. In 2025, it awarded 1 grant totaling $600K. Net investment income was $7.1M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Pacific Retirement Services Inc is led by Eric Sholty, CEO since 2024 (on filings since 2019); none of the 28 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eric Sholty
CEO
Chief Executive Officer → President & CEO, 2023
President & CEO → CEO, 2024
On filings since 2019
38 hrs/week
$324K (2019) → $0 (2025)
Larry Boeck
Chair
On filings since 2019
1 hr/week
No compensation reported
Bill Van Vactor
Director
On filings since 2019
1 hr/week
No compensation reported
Bob Kerr
Director
On filings since 2019
1 hr/week
No compensation reported
Bob Mayers
Director
On filings since 2019
1 hr/week
No compensation reported
Sue Center
Director
On filings since 2019
1 hr/week
No compensation reported
Carol Fischer
Director
On filings since 2020
1 hr/week
No compensation reported
Roy Vinyard
Director
On filings since 2020
1 hr/week
No compensation reported
Jeri Reno
Director
On filings since 2022
1 hr/week
No compensation reported
Pam Claassen
Director
On filings since 2023
1 hr/week
No compensation reported
Ray Heysell
Director
On filings since 2023
1 hr/week
No compensation reported
Terry Shirrod
Director
On filings since 2024
1 hr/week
No compensation reported
Anthony Sabatini
COO
Regional Vice President of Operations → Executive Vice President & Operations, 2021
Executive Vice President & Operations → COO, 2024
On filings since 2019
39 hrs/week
$307K (2019) → $0 (2025)
Debbie Rayburn
Cho
Vice President of Health Services → Chief Healthcare Officer, 2021
Chief Healthcare Officer → Cho, 2024
On filings since 2019
40 hrs/week
$348K (2019) → $0 (2025)
Mary Schoeggl
Former CFO
Chief Financial Officer → CFO, 2024
CFO → Former CFO, 2025
On filings since 2019
40 hrs/week
$469K (2019) → $0 (2025)
Stephen Eichen
CIO
Chief Information Officer → CIO, 2024
On filings since 2020
40 hrs/week
$319K (2020) → $0 (2025)
John Howl
Cso
Executive Vice President & Operations → Cso, 2024
On filings since 2021
40 hrs/week
$355K (2021) → $0 (2025)
Lyndell Smith
Chro
Vice President & Human Resources → Chro, 2024
On filings since 2023
40 hrs/week
$283K (2023) → $0 (2025)
Bruce Anders
Clo
On filings since 2024
40 hrs/week
$380K (2024) → $0 (2025)
Diana Jamison
CFO
On filings since 2024
39 hrs/week
$409 (2024) → $0 (2025)
Eric Mineart
Vice President Strategy & Innovation
Vice President, Strategy & Innovation → Vice President Strategy & Innovation, 2025
On filings since 2024
40 hrs/week
$259K (2024) → $0 (2025)
Sarah Lynch
Vice President Strategic Development
Vice President & Strategic Development → Vice President Strategic Development, 2025
On filings since 2024
40 hrs/week
$279K (2024) → $0 (2025)
Todd Albert
Vice President Culinary Services
Vice President & Culinary Services → Vice President Culinary Services, 2025
On filings since 2024
40 hrs/week
$250K (2024) → $0 (2025)
Doug Spani
Secretary
On filings since 2019
1 hr/week
No compensation reported
Doug Wilson
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Lynn Johnson
Vice Chair
On filings since 2019
1 hr/week
No compensation reported
Teri Lock
Vice President Sales & Marketing
New on the 2025 filing
40 hrs/week
No compensation reported
Whenny Alexander Candalla
Regional Vice President
New on the 2025 filing
40 hrs/week
No compensation reported
Former officers (14)
- Former: Doug Schmor (2019–2024) — Assistant Secretary
- Former: Adam Payn (2023–2024) — Vice President, Sales & Communications
- Former: Christopher Tiff Wood (2023–2024) — Director
- Former: Dena Hilton (2024) — Executive Vice President & Administration
- Former: Brian McLemore (2019–2023) — Former Officer
- Former: Paul Riepma II (2019–2023) — Vice President & Marketing
- Former: Steven Rinkle (2019–2023) — Chief Legal Officer
- Former: Edward Jolly (2019–2022) — Director
- Former: Tiff Wood (2019–2022) — Director
- Former: John Hubbard (2019–2021) — Director
- Former: John Tamminga (2020) — Vice President of Construction Management
- Former: Matthew Neal (2019) — Former Regional Vice President of Operations
- Former: Michael Morris (2019) — Former Chief Operating Officer
- Former: William Bill Leever (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $842K, to Eric Sholty (CEO). 14 officers or directors reported compensation on that filing.
Frequently asked questions about Pacific Retirement Services Inc
How much does Pacific Retirement Services Inc give each year?
Pacific Retirement Services Inc gave $600K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10K across 1 grant.
How large is Pacific Retirement Services Inc?
Pacific Retirement Services Inc reported $80.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $39.3M.
What is Pacific Retirement Services Inc?
Pacific Retirement Services Inc is a public charity focused on Human Services, based in Medford, OR. It holds $80.1M in total assets as of 2025.
Where does Pacific Retirement Services Inc operate?
Pacific Retirement Services Inc has awarded grants in Arizona, California, Oregon, Texas, Washington, Wisconsin.
What is Pacific Retirement Services Inc's EIN?
Pacific Retirement Services Inc's EIN (Employer Identification Number) is 93-1067253. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS August 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 13, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS August 13, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS June 14, 2021)
- Added Form 990 for fiscal year 2025 (received by the IRS August 12, 2026)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 9, 2023)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Pacific Retirement Services Inc funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Pacific Retirement Services Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Oregon
Capitol Lakes Foundation Inc
Madison, WI
The Capitol Lakes Foundation seeks to serve our community by enriching the quality of life of our residents, providing peace of mind to their families, and supporting our staff.
Assets
$2.2M
Grants
1
Total Given
$680K
Pacific Retirement Services Foundation Inc
Medford, OR
To support activities of pacific retirement services, inc. And its affiliates.
Assets
$1.3M
Grants
0
Total Given
$35K
Rogue Valley Manor Foundation Inc
Medford, OR
The mission of Rogue Valley Manor Foundation is to support rogue valley manor in serving its residents and enriching their lives.
Assets
$24.5M
Grants
1
Total Given
$1.6M
Cascade Manor Foundation Inc
Eugene, OR
Cascade manor is eugene's continuing care retirement community dedicated to enhancing the quality of life of the residents we serve in a stimulating, secure environment.
Assets
$3.1M
Grants
1
Total Given
$306K
Holladay Park Plaza Foundation Inc
Portland, OR
To enrich the quality of life for holladay park plaza residents, for seniors served by affiliate organizations, and for others in our community.
Assets
—
Grants
2
Total Given
$4.9M
Mirabella Portland Foundation Inc
Portland, OR
Mirabella Portland Foundation inc.'s primary exempt purpose is to acquire, hold, and distribute gifts to mirabella at south waterfront, an exempt organization.
Assets
$927K
Grants
2
Total Given
$74K
More similar funders
More Funders in Oregon
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Pacific Retirement Services Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Pacific Retirement Services Inc down — hundreds of funders to go?