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Nonprofiteer
← PACIFIC RETIREMENT SERVICES INC

Form 990 for tax year 2022

Filed by PACIFIC RETIREMENT SERVICES INC.

Totals

Total revenue
$19,444,269
Total expenses
$21,248,880
Contributions and grants received
$30,206
Grants paid
$9,000
Program services expenses (Part IX)
$19,447,999
Management and general expenses
$1,800,881
Fundraising expenses
$0
Program service expenses (Part III)
$19,447,999

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIC SHOLTY

    PRESIDENT/CEO

    Total calculated
    $808,195
    From this org
    $773,872
    From related orgs
    $0
    Other
    $34,323
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $674,872
    Bonus
    $99,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,323
    Filer's total
    $808,195

  • MARY SCHOEGGL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $555,360
    From this org
    $528,324
    From related orgs
    $0
    Other
    $27,036
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $458,324
    Bonus
    $70,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,036
    Filer's total
    $555,360

  • PAUL RIEPMA II

    VP, MARKETING

    Total calculated
    $474,023
    From this org
    $419,987
    From related orgs
    $0
    Other
    $54,036
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $396,487
    Bonus
    $23,500
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $27,036
    Filer's total
    $474,023

  • ANTHONY SABATINI

    EXECUTIVE VP, OPERATIONS

    Total calculated
    $465,982
    From this org
    $431,659
    From related orgs
    $0
    Other
    $34,323
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $369,659
    Bonus
    $62,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,323
    Filer's total
    $465,982

  • BRIAN MCLEMORE

    FORMER OFFICER

    Total calculated
    $461,225
    From this org
    $461,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $3,906
    Bonus
    $0
    Other
    $457,319
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $461,225

  • DEBBIE RAYBURN

    CHIEF HEALTHCARE OFFICER

    Total calculated
    $451,693
    From this org
    $417,370
    From related orgs
    $0
    Other
    $34,323
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $361,370
    Bonus
    $56,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,323
    Filer's total
    $451,693

  • STEVEN RINKLE

    CHIEF LEGAL OFFICER

    Total calculated
    $447,023
    From this org
    $419,987
    From related orgs
    $0
    Other
    $27,036
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $361,987
    Bonus
    $58,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,036
    Filer's total
    $447,023

  • JOHN HOWL

    EXECUTIVE VP, OPERATIONS

    Total calculated
    $442,774
    From this org
    $431,298
    From related orgs
    $0
    Other
    $11,476
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $363,298
    Bonus
    $68,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,476
    Filer's total
    $442,774

  • STEPHEN EICHEN

    CHIEF INFORMATION OFFICER

    Total calculated
    $368,893
    From this org
    $341,857
    From related orgs
    $0
    Other
    $27,036
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $290,857
    Bonus
    $51,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,036
    Filer's total
    $368,893

  • LYNDELL SMITH

    VP, HUMAN RESOURCES

    Total calculated
    $337,411
    From this org
    $283,375
    From related orgs
    $0
    Other
    $54,036
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $238,375
    Bonus
    $45,000
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $27,036
    Filer's total
    $337,411

  • ADAM PAYN

    VP, SALES & COMMUNICATION

    Total calculated
    $309,430
    From this org
    $264,087
    From related orgs
    $0
    Other
    $45,343
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $236,087
    Bonus
    $28,000
    Other
    $0
    Deferred
    $11,020
    Nontaxable benefits
    $34,323
    Filer's total
    $309,430

  • LARRY BOECK

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LYNN JOHNSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DOUG WILSON

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DOUG SPANI

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DOUG SCHMOR

    ASST SECRETARY (THROUGH DEC 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUE CENTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAM CLAASSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROL FISCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAY HEYSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BOB KERR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BOB MAYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JERI RENO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL VAN VACTOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROY VINYARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER TIFF WOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION WAS RECOMMENDED BY PACIFIC RETIREMENT SERVICES, INC.'S LEADERSHIP AND APPROVED BY PACIFIC RETIRMENT SERVICES'S BOARD AS PART OF THE ANNUAL BUDGET PROCESS.
PART I, LINE 7
THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMPENSATION COMMITTEE (A COMMITTEE OF THE PRS BOARD OF DIRECTORS) RELATIVE TO EXECUTIVE STAFF COMPENSATION: - SALARY.COM - PAYSCALE.COM - 990 REVIEW (LIKE-SIZE ORGANIZATIONS) - CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS RECOMMENDATIONS FOR BASE COMPENSATION AND INCENTIVES ARE PROVIDED BY THE IMMEDIATE SUPERVISOR BASED ON STUDY FINDINGS AND PERFORMANCE FACTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
6 August 2024
IRS schema version
2022v5.0
Source object
202422249349300057

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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