PACIFIC RETIREMENT SERVICES' MISSION IS TO EMPOWER PEOPLE TO LEAD MEANINGFUL LIVES AS THEY AGE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Pacific Retirement Services Inc
Based on IRS filings
Pacific Retirement Services Inc is a nonprofit organization focused on Human Services, based in MEDFORD, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $72.4M in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $1.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC SHOLTY | CEO | 38 | $842,118 |
| MARY SCHOEGGL | CFO (THROUGH MARCH 2024) | 40 | $761,865 |
| ANTHONY SABATINI | COO | 39 | $522,591 |
| JOHN HOWL | CSO | 40 | $520,333 |
| DEBBIE RAYBURN | CHO | 40 | $449,314 |
| BRUCE ANDERS | CLO | 40 | $380,485 |
| STEPHEN EICHEN | CIO | 40 | $361,566 |
| LYNDELL SMITH | CHRO | 40 | $306,630 |
| SARAH LYNCH | VP, STRATEGIC DEVELOPMENT | 40 | $278,912 |
| ADAM PAYN | VP, SALES & COMMUNICATION | 40 | $273,338 |
| ERIC MINEART | VP, STRATEGY AND INNOVATION | 40 | $259,318 |
| DENA HILTON | EVP, ADMINISTRATION | 40 | $254,704 |
| TODD ALBERT | VP, CULINARY SERVICES | 40 | $250,021 |
| DIANA JAMISON | CFO (AS OF JANUARY 2024) | 40 | $409 |
| LARRY BOECK | CHAIR | 1 | — |
| LYNN JOHNSON | VICE CHAIR | 1 | — |
| DOUG WILSON | TREASURER | 1 | — |
| DOUG SPANI | SECRETARY | 1 | — |
| DOUG SCHMOR | ASST SECRETARY (THROUGH DEC 2023) | 1 | — |
| SUE CENTER | DIRECTOR | 1 | — |
| PAM CLAASSEN | DIRECTOR | 1 | — |
| CAROL FISCHER | DIRECTOR | 1 | — |
| RAY HEYSELL | DIRECTOR | 1 | — |
| BOB KERR | DIRECTOR | 1 | — |
| BOB MAYERS | DIRECTOR | 1 | — |
| JERI RENO | DIRECTOR | 1 | — |
| TERRY SHIRROD | DIRECTOR | 1 | — |
| BILL VAN VACTOR | DIRECTOR | 1 | — |
| ROY VINYARD | DIRECTOR | 1 | — |
| CHRISTOPHER TIFF WOOD | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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