Pacific Retirement Services Inc

MEDFORD, OR EIN: 93-1067253 Website

PACIFIC RETIREMENT SERVICES' MISSION IS TO EMPOWER PEOPLE TO LEAD MEANINGFUL LIVES AS THEY AGE.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$72.4M

+7.3% YoY

Annual Giving

$10K

+11.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

+11.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7M$14M$22M$29M20202021202220232024
Metric202420232022
Total Assets$72,418,406$67,465,747$67,270,692
Revenue$26,288,444$19,444,269$20,455,151
Expenses$23,377,682$21,248,880$18,740,600
Qualifying Distributions
Net Investment Income$1,331,480$-472,138$-77,087
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$543K$1M$2M$2M1 grants20200 grants20210 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

LEADING AGE CALIFORNIA$10K

Grant Size Distribution

3 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ERIC SHOLTYCEO$842KMARY SCHOEGGLCFO (THROUGH MARCH 2024)$762KANTHONY SABATINICOO$523KJOHN HOWLCSO$520KDEBBIE RAYBURNCHO$449KBRUCE ANDERSCLO$380KSTEPHEN EICHENCIO$362KLYNDELL SMITHCHRO$307KSARAH LYNCHVP, STRATEGIC DEVELOPMENT$279KADAM PAYNVP, SALES & COMMUNICATION$273KERIC MINEARTVP, STRATEGY AND INNOVATION$259KDENA HILTONEVP, ADMINISTRATION$255KTODD ALBERTVP, CULINARY SERVICES$250KDIANA JAMISONCFO (AS OF JANUARY 2024)$409

From 2024 filing

NameTitleHoursCompensation
ERIC SHOLTYCEO38$842,118
MARY SCHOEGGLCFO (THROUGH MARCH 2024)40$761,865
ANTHONY SABATINICOO39$522,591
JOHN HOWLCSO40$520,333
DEBBIE RAYBURNCHO40$449,314
BRUCE ANDERSCLO40$380,485
STEPHEN EICHENCIO40$361,566
LYNDELL SMITHCHRO40$306,630
SARAH LYNCHVP, STRATEGIC DEVELOPMENT40$278,912
ADAM PAYNVP, SALES & COMMUNICATION40$273,338
ERIC MINEARTVP, STRATEGY AND INNOVATION40$259,318
DENA HILTONEVP, ADMINISTRATION40$254,704
TODD ALBERTVP, CULINARY SERVICES40$250,021
DIANA JAMISONCFO (AS OF JANUARY 2024)40$409
LARRY BOECKCHAIR1
LYNN JOHNSONVICE CHAIR1
DOUG WILSONTREASURER1
DOUG SPANISECRETARY1
DOUG SCHMORASST SECRETARY (THROUGH DEC 2023)1
SUE CENTERDIRECTOR1
PAM CLAASSENDIRECTOR1
CAROL FISCHERDIRECTOR1
RAY HEYSELLDIRECTOR1
BOB KERRDIRECTOR1
BOB MAYERSDIRECTOR1
JERI RENODIRECTOR1
TERRY SHIRRODDIRECTOR1
BILL VAN VACTORDIRECTOR1
ROY VINYARDDIRECTOR1
CHRISTOPHER TIFF WOODDIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

SacramentoTempe

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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