PACIFIC RETIREMENT SERVICES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC RETIREMENT SERVICES INC (EIN 93-1067253)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201402279349304340
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T16:33:00-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931067253 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RETIREMENT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 8887246424 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUG SCHMOR | Name |
| Title | CHAIR | Title |
| Phone | 8887246424 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOUG SCHMOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11973635 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RETIREMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | PACIFIC RETIREMENT SERVICES PROVIDES PROVIDES EXCEPTIONAL LEADERSHIP TO OUR FAMILY OF ORGANIZATIONS, WORKING TOGETHER TO ENHANCE THE AGING EXPERIENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 117 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 246111 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 32707 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11038149 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11668914 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46466 | InvestmentIncomePriorYear |
| Investment Income Current Year | 89237 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14807 | OtherRevenuePriorYear |
| Other Revenue Current Year | 215484 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11099422 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11973635 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6485957 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6843893 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2235372 | OtherExpensePriorYear |
| Other Expenses Current Year | 2558279 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8721329 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9402172 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2378093 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2571463 | RevenuesLessExpensesCY |
| Total Assets BOY | 46922982 | TotalAssetsBOY |
| Total Assets EOY | 48744530 | TotalAssetsEOY |
| Total Liabilities BOY | 5050225 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4305566 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41872757 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44438964 | NetAssetsOrFundBalancesEOY |
| Mission Description | PACIFIC RETIREMENT SERVICES PROVIDES PROVIDES EXCEPTIONAL LEADERSHIP TO OUR FAMILY OF ORGANIZATIONS, WORKING TOGETHER TO ENHANCE THE AGING EXPERIENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8596028 | Expense |
| Grants | 0 | Grants |
| Revenue | 11668914 | Revenue |
| Description | PACIFIC RETIREMENT SERVICES, INC. PROVIDES STRATEGIES, FINANCIAL PLANNING AND ADMINISTRATIVE SERVICES FOR SEVERAL RELATED 501(C)(3) ORGANIZATIONS, INCLUDING SEVERAL THAT PROVIDE HOUSING FOR SENIOR CITIZENS. | Description |
| Total Program Service Expense | 8596028 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 117 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI LOYA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5418577644 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM THORNDIKE JR | |||||||||
| PAST CHAIR | 1.00 | 1.00 | X | 4000 | 0 | 0 | |||
| WILLIAM L LEEVER | |||||||||
| VICE CHAIR/DIRECTOR AS OF 10/21/12 | 1.00 | 4.00 | X | 4000 | 0 | 0 | X | ||
| EDWARD JOLLY | |||||||||
| SECRETARY | 1.00 | 2.00 | X | 4000 | 0 | 0 | X | ||
| LYNN C JOHNSON | |||||||||
| TREASURER | 1.00 | 3.00 | X | 4000 | 0 | 0 | X | ||
| MARC BAYLISS | |||||||||
| DIRECTOR | 1.00 | 2.00 | X | 4000 | 0 | 0 | |||
| CHRISTOPHER TIFF WOOD | |||||||||
| DIRECTOR | 1.00 | 4.00 | X | 0 | 0 | 0 | |||
| DOUG SCHMOR | |||||||||
| VICE CHAIR | 1.00 | 1.00 | X | 4000 | 0 | 0 | X | ||
| CAROLYN HENNION | |||||||||
| CHAIR | 1.00 | 1.00 | X | 4000 | 0 | 0 | X | ||
| DOUG SPANI | |||||||||
| DIRECTOR | 1.00 | 1.00 | X | 4000 | 0 | 0 | |||
| LARRY BOECK | |||||||||
| DIRECTOR | 1.00 | 4.00 | X | 4000 | 0 | 0 | |||
| JOHN A HUBBARD | |||||||||
| DIRECTOR (THRU 11/12) | 1.00 | 3.00 | X | 3000 | 0 | 0 | |||
| DOUG WILSON | |||||||||
| DIRECTOR | 1.00 | 4.00 | X | 4000 | 0 | 0 | |||
| BILL VAN VACTOR | |||||||||
| DIRECTOR | 1.00 | 3.00 | X | 0 | 0 | 0 | |||
| BOB MAYERS | |||||||||
| DIRECTOR | 1.00 | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN MCLEMORE | |||||||||
| PRESIDENT/CEO | 38.00 | 12.00 | 291424 | 78463 | 68913 | X | |||
| MARY SCHOEGGL | |||||||||
| CFO | 38.00 | 12.00 | 155165 | 51049 | 64294 | X | |||
| JILL COLLINS | |||||||||
| COO (THRU 01/02/12) | 40.00 | 272772 | 0 | 4487 | X | ||||
| MICHAEL MORRIS | |||||||||
| COO | 38.00 | 12.00 | 149127 | 136879 | 61350 | X | |||
| DEBBIE RAYBURN | |||||||||
| CHIEF HEALTHCARE OFFICER | 40.00 | 174546 | 48467 | 37611 | X | ||||
| STEVEN RINKLE | |||||||||
| GENERAL COUNSEL | 40.00 | 143171 | 40386 | 34474 | X | ||||
| STEPHEN L EICHEN | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 142747 | 49479 | 28669 | X | ||||
| TAMARA NORDIN | |||||||||
| VP OF HUMAN RESOURCES | 40.00 | 116998 | 34184 | 47733 | X | ||||
| PAUL RIEPMA | |||||||||
| SENIOR VP OF MARKETING | 40.00 | 160203 | 43389 | 27025 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1649153 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 482296 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 374556 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MOSS ADAMS ADVISORY SERVICES | |||||
| PO BOX 748369 | LOS ANGELES | CA | 900748369 | AUDITING/ACCOUNTING SERVICES | 408103 |
| DAVIS WRIGHT TREMAINE LLP | |||||
| 1300 SW FIFTH AVE | PORTLAND | OR | 972015610 | LEGAL SERVICES | 338030 |
| EN POINTE TECHNOLOGIES SALES INC | |||||
| PO BOX 514429 | LOS ANGELES | CA | 900514429 | IT SERVICES | 241690 |
| ERNST & YOUNG LLP | |||||
| 950 MAIN AVE SUITE 1800 | CLEVELAND | OH | 441137214 | AUDITING/ACCOUNTING SERVICES | 240493 |
| DIXON HUGHES GOODMAN LLC | |||||
| PO BOX 602828 | CHARLOTTE | NC | 282602828 | CONSULTING/ACCOUNTING SERVICES | 238069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE REVENUE | 561000 | 9343055 | 9343055 |
| ACCOUNTING FEES | 561000 | 1049381 | 1049381 |
| INFO TECH SVC FEES | 561000 | 967538 | 967538 |
| MEDIA & ADVERTISING | 541800 | 269346 | 269346 |
| ADMINISTRATIVE REVENUE | 561000 | 14962 | 14962 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24632 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24632 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11668914 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89162 | TotalRevenueColumn |
| Unrelated Business Revenue | 43066 | UnrelatedBusinessRevenue |
| Exclusion | $46,096 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 75 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 75 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75 | TotalRevenueColumn |
| Exclusion | $75 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| RENTAL INCOME FROM RSI | 900003 | 203045 | 203045 | |
| TAX REFUND | 900099 | 12439 | $12,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 215484 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11973635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11668914 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 246111 | UnrelatedBusinessRevenue |
| Exclusion | $58,610 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1341320 | Total |
| Program Services | 1341320 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5428242 | Total |
| Program Services | 5428242 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61513 | Total |
| Program Services | 61513 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12818 | Total |
| Program Services | 12818 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643051 | Total |
| Management And General | 643051 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77127 | Total |
| Management And General | 77127 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181833 | Total |
| Program Services | 181833 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49367 | Total |
| Program Services | 49367 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183625 | Total |
| Program Services | 183625 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322845 | Total |
| Program Services | 322845 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175826 | Total |
| Program Services | 175826 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203732 | Total |
| Program Services | 203732 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84308 | Total |
| Program Services | 84308 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318191 | Total |
| Program Services | 318191 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56806 | Total |
| Program Services | 56806 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HOUSING PRGM/EDU | 113339 | 113339 | |
| BOARD EXPENSE | 85966 | 85966 | |
| ADMINISTRATIVE EXPENSE | 43461 | 43461 | |
| DUES AND SUBSCRIPTIONS | 18802 | 18802 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9402172 | Total |
| Program Services | 8596028 | ProgramServices |
| Management And General | 806144 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1961538 | BOY |
| EOY | 5091859 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 453606 | BOY |
| EOY | 453394 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17795 | BOY |
| EOY | 173490 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5258345 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097 | BOY |
| EOY | 29490 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197549 | BOY |
| EOY | 312011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5370218 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3244316 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2302509 | BOY |
| EOY | 2125902 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722027 | BOY |
| EOY | 3722027 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325840 | BOY |
| EOY | 1325840 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36941021 | BOY |
| EOY | 30252172 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46922982 | BOY |
| EOY | 48744530 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2932000 | BOY |
| EOY | 2392594 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1687693 | BOY |
| EOY | 1624500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 430532 | BOY |
| EOY | 288472 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5050225 | BOY |
| EOY | 4305566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41872757 | BOY |
| EOY | 44438964 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41872757 | BOY |
| EOY | 44438964 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46922982 | BOY |
| EOY | 48744530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2571463 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -5256 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (43 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| CAPITOL LAKES INC | |||||
| 391412320 | LINE 9 | 1 | 1 | 1 | $0 |
| CASCADE MANOR INC | |||||
| 930557803 | LINE 9 | 1 | 1 | 1 | $0 |
| HOLLADAY PARK PLAZA | |||||
| 930513697 | LINE 9 | 1 | 1 | 1 | $0 |
| MIRABELLA | |||||
| 342030255 | LINE 9 | 1 | 1 | 1 | $0 |
| MIRABELLA AT SOUTH WATERFRONT | |||||
| 711016384 | LINE 9 | 1 | 1 | 1 | $500,000 |
| ROGUE VALLEY MANOR | |||||
| 930453216 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR ASHLAND HOUSING CORPORATION | |||||
| 930942933 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR BEND HOUSING CORPORATION | |||||
| 943163349 | LINE 9 | 1 | 1 | 1 | $977 |
| ROGUE VALLEY MANOR BEND II HOUSING CORPORATION | |||||
| 943260016 | LINE 9 | 1 | 1 | 1 | $454 |
| ROGUE VALLEY MANOR CENTRAL POINT HOUSING CORPORATION | |||||
| 300315618 | LINE 9 | 1 | 1 | 1 | $2,970 |
| ROGUE VALLEY MANOR DAVIS HOUSING CORPORATION | |||||
| 311662208 | LINE 9 | 1 | 1 | 1 | $925 |
| ROGUE VALLEY MANOR EAGLE POINT HOUSING CORPORATION | |||||
| 943191447 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR EUGENE HOUSING CORPORATION | |||||
| 943247154 | LINE 9 | 1 | 1 | 1 | $3,334 |
| ROGUE VALLEY MANOR FORT WORTH HOUSING CORPORATION | |||||
| 311520436 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR FORT WORTH II HOUSING CORPORATION | |||||
| 311587415 | LINE 9 | 1 | 1 | 1 | $172 |
| ROGUE VALLEY MANOR GRANTS PASS HOUSING CORPORATION | |||||
| 943136037 | LINE 9 | 1 | 1 | 1 | $533 |
| ROGUE VALLEY MANOR GRANTS PASS II HOUSING CORPORATION | |||||
| 311662259 | LINE 9 | 1 | 1 | 1 | $356 |
| ROGUE VALLEY MANOR HOUSING CORPORATION | |||||
| 930864466 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR KLAMATH FALLS HOUSING CORPORATION | |||||
| 943196455 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR LIVELY OAKS HOUSING CORPORATION | |||||
| 943194409 | LINE 9 | 1 | 1 | 1 | $962 |
| ROGUE VALLEY MANOR MANSFIELD HOUSING CORPORATION | |||||
| 900292647 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR MEDFORD II HOUSING CORPORATION | |||||
| 943212537 | LINE 9 | 1 | 1 | 1 | $2,184 |
| ROGUE VALLEY MANOR MEDFORD III HOUSING CORPORATION | |||||
| 311587418 | LINE 9 | 1 | 1 | 1 | $2,398 |
| ROGUE VALLEY MANOR MYRTLE CREEK HOUSING CORPORATION | |||||
| 943162074 | LINE 9 | 1 | 1 | 1 | $2,421 |
| ROGUE VALLEY MANOR MYRTLE CREEK II HOUSING CORPORATION | |||||
| 311715321 | LINE 9 | 1 | 1 | 1 | $1,363 |
| ROGUE VALLEY MANOR PORTLAND HOUSING CORPORATION | |||||
| 311780332 | LINE 9 | 1 | 1 | 1 | $1,209 |
| ROGUE VALLEY MANOR PORTLAND II HOUSING CORPORATION | |||||
| 300037898 | LINE 9 | 1 | 1 | 1 | $2,112 |
| ROGUE VALLEY MANOR REEDSPORT HOUSING CORPORATION | |||||
| 943212538 | LINE 9 | 1 | 1 | 1 | $268 |
| ROGUE VALLEY MANOR ROSEBURG HOUSING CORPORATION | |||||
| 943179782 | LINE 9 | 1 | 1 | 1 | $293 |
| ROGUE VALLEY MANOR ROSEBURG II HOUSING CORPORATION | |||||
| 311587420 | LINE 9 | 1 | 1 | 1 | $248 |
| ROGUE VALLEY MANOR YREKA HOUSING CORPORATION | |||||
| 943212540 | LINE 9 | 1 | 1 | 1 | $132 |
| THE CUMBERLAND REST INC | |||||
| 750891470 | LINE 9 | 1 | 1 | 1 | $0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | |||||
| 931179254 | LINE 9 | 1 | 1 | 1 | $0 |
| CAPITOL LAKES FOUNDATION | |||||
| 383781089 | LINE 7 | 1 | 1 | 1 | $0 |
| CASCADE MANOR FOUNDATION | |||||
| 931330100 | LINE 7 | 1 | 1 | 1 | $0 |
| HOLLADAY PARK PLAZA FOUNDATION | |||||
| 264529118 | LINE 7 | 1 | 1 | 1 | $0 |
| MIRABELLA PORTLAND FOUNDATION | |||||
| 452508860 | LINE 7 | 1 | 1 | 1 | $0 |
| MIRABELLA SAN FRANCISCO BAY | |||||
| 200428927 | LINE 9 | 1 | 1 | 1 | $0 |
| MIRABELLA WASHINGTON FOUNDATION | |||||
| 450574348 | LINE 7 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR COMMUNITY SERVICES INC | |||||
| 930892261 | LINE 9 | 1 | 1 | 1 | $0 |
| ROGUE VALLEY MANOR FOUNDATION | |||||
| 930712867 | LINE 7 | 1 | 1 | 1 | $0 |
| TRINITY TERRACE FOUNDATION INC | |||||
| 912162130 | LINE 7 | 1 | 1 | 1 | $0 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS FOUNDATION | |||||
| 931301816 | LINE 7 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 43 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 523311 | SumOfAmounts |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9402172 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9402172 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 620109 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 155027 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 561371 | CurrentYearMinus2 |
| Current Year Minus1 | 586066 | CurrentYearMinus1 |
| Current Year | 620109 | CurrentYear |
| Total | 1767546 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,651,319 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 140343 | CurrentYearMinus2 |
| Current Year Minus1 | 146517 | CurrentYearMinus1 |
| Current Year | 155027 | CurrentYear |
| Total | 441887 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $662,831 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 400000 | OtherCostOrOtherBasis |
| Book Value | 400000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2233042 | OtherCostOrOtherBasis |
| Depreciation | 961074 | Depreciation |
| Book Value | 1271968 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29647 | OtherCostOrOtherBasis |
| Depreciation | 29127 | Depreciation |
| Book Value | 520 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2356532 | OtherCostOrOtherBasis |
| Depreciation | 2064212 | Depreciation |
| Book Value | 292320 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 350997 | OtherCostOrOtherBasis |
| Depreciation | 189903 | Depreciation |
| Book Value | 161094 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2125902 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 3722027 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3722027 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 29952465 |
| DEBT ISSUE COSTS & LOAN FEES | 9035 |
| OTHER NONCURRENT ASSETS | 290672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 30252172 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LONG TERM LIABILITIES | Description |
| Amount | $288,472 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 288472 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2013, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE | ||||||||||||||
| PRESIDENT/CEO | 237079 | 78463 | 30864 | 0 | 23481 | 0 | 52187 | 0 | 16726 | 0 | 360337 | 78463 | 0 | 0 |
| MARY SCHOEGGL | ||||||||||||||
| CFO | 134615 | 51049 | 17500 | 0 | 3050 | 0 | 47568 | 0 | 16726 | 0 | 219459 | 51049 | 0 | 0 |
| JILL COLLINS | ||||||||||||||
| COO (THRU 01/02/12) | 71042 | 0 | 0 | 0 | 201730 | 0 | 4119 | 0 | 368 | 0 | 277259 | 0 | 0 | 0 |
| MICHAEL MORRIS | ||||||||||||||
| COO | 80958 | 136879 | 23000 | 0 | 45169 | 0 | 44624 | 0 | 16726 | 0 | 210477 | 136879 | 0 | 0 |
| DEBBIE RAYBURN | ||||||||||||||
| CHIEF HEALTHCARE OFFICER | 149683 | 48467 | 20000 | 0 | 4863 | 0 | 20537 | 0 | 17074 | 0 | 212157 | 48467 | 0 | 0 |
| STEVEN RINKLE | ||||||||||||||
| GENERAL COUNSEL | 127120 | 36348 | 16051 | 4038 | 0 | 0 | 17748 | 0 | 16726 | 0 | 177645 | 40386 | 0 | 0 |
| STEPHEN L EICHEN | ||||||||||||||
| CHIEF INFORMATION OFFICER | 123873 | 49479 | 15751 | 0 | 3123 | 0 | 11944 | 0 | 16725 | 0 | 171416 | 49479 | 0 | 0 |
| TAMARA NORDIN | ||||||||||||||
| VP OF HUMAN RESOURCES | 100857 | 34184 | 13309 | 0 | 2832 | 0 | 35370 | 0 | 12363 | 0 | 164731 | 34184 | 0 | 0 |
| PAUL RIEPMA | ||||||||||||||
| SENIOR VP OF MARKETING | 137747 | 43389 | 17566 | 0 | 4890 | 0 | 21043 | 0 | 5982 | 0 | 187228 | 43389 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4A | JILL COLLIN'S EMPLOYMENT ENDED 1/2/2012 AND SHE RECEIVED A SEVERANCE PAYMENT. THE PARTIES ENTERED INTO A SETTLEMENT AGREEMENT AND MUTUAL GENERAL RELEASE (THE "AGREEMENT"). THE AGREEMENT PROVIDES FOR A CERTAIN PAYMENT TO MS. COLLINS, IMPOSES AND CLARIFIES CERTAIN OBLIGATIONS ON MS. COLLINS, AND CONTAINS MUTUAL RELEASES OF ALL CLAIMS BETWEEN THE PARTIES. |
| 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 RECOMMENDATION FOR BASE COMPENSATION AND INCENTIVE ARE PROVIDED BY THE IMMEDIATE SUPERVISOR, BASED ON STUDY FINDINGS AND PERFORMANCE FACTORS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINAL FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH INFORMATION PROVIDED BY THE PACIFIC RETIREMENT SERVICES, INC ACCOUNTING DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE SENT TO ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. THERE ARE TWO POLICIES RELATED TO CONFLICTS OF INTEREST: 1) BOARD OF DIRECTORS; 2) KEY EMPLOYEES, WHICH IDENTIFY THE PURPOSE, DEFINITIONS, AND PROCEDURES. IF A CONFLICT IS SELF-IDENTIFIED BY A BOARD MEMBER OR KEY EMPLOYEE IN THE QUESTIONNAIRE AND/OR MEETING, PROCEDURES ARE FOLLOWED AND DOCUMENTED ACCORDING TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE OF THE PRS BOARD EXISTS TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF EACH COMMUNITY. THIS COMMITTEE IS COMPRISED OF THE OFFICERS OF THE PRS BOARD OF DIRECTORS. THE COMMITTEE HAS A CHARTER THAT OUTLINES ITS DUTIES AND RESPONSIBILITIES. IT ALSO HAS AGENDA ELEMENTS THAT DESCRIBE THE ACTIVITIES THAT THE COMMITTEE UNDERTAKES DURING THE YEAR. THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMMITTEE 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. RECOMMENDATION FOR BASE COMPENSATION AND INCENTIVE ARE PROVIDED BY IMMEDIATE SUPERVISOR, BASED ON STUDY FINDINGS AND PERFORMANCE FACTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUESTS GO THROUGH CORPORATE COUNSEL. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 965 ELLENDALE DRIVE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ELLENDALE DRIVE | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931067253 | EIN |
| Primary Activities | OFFICE BLDG. | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Total Income | 203045 | TotalIncome |
| EOY Assets | 1664028 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (45 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ROGUE VALLEY MANOR | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930453216 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| THE CUMBERLAND REST INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 750891470 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| CASCADE MANOR INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930557803 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931179254 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| HOLLADAY PARK PLAZA | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930513697 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| HOLLADAY PARK PLAZA ENDOWMENT FUND | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930776291 | ASSISTANCE TRUST | OR | 501(C)(3) | LINE 7 | HOLLADAY PARK PLAZA | 1 |
| CAPITOL LAKES INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 391412320 | SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| MIDDLETON GLEN INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 911859494 | SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | CAPITOL LAKES INC | 1 |
| SENIOR HOUSING OF MIDDLETON | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 470825736 | SENIOR HOUSING | WI | 501(C)(3) | LINE 9 | CAPITOL LAKES INC | 1 |
| ROGUE VALLEY MANOR FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930712867 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | ROGUE VALLEY MANOR | 1 |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931301816 | PUBLIC FOUNDATION | CA | 501(C)(3) | LINE 7 | UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | 1 |
| TRINITY TERRACE FOUNDATION INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 912162130 | PUBLIC FOUNDATION | TX | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 1 |
| HOLLADAY PARK PLAZA FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 264529118 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 1 |
| MIRABELLA WASHINGTON FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 450574348 | PUBLIC FOUNDATION | WA | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 1 |
| CASCADE MANOR FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931330100 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | PACIFIC RETIREMENT SERVICES INC | 1 |
| CAPITOL LAKES FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 383781089 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | CAPITOL LAKES INC | 1 |
| MIRABELLA | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 342030255 | SENIOR HOUSING | WA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| MIRABELLA PORTLAND FOUNDATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 452508860 | PUBLIC FOUNDATION | OR | 501(C)(3) | LINE 7 | MIRABELLA AT SOUTH WATERFRONT | 1 |
| MIRABELLA AT SOUTH WATERFRONT | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 711016384 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM COMMUNITY SERVICES INC | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930892261 | COMM SRVCS | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930864466 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM ASHLAND HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 930942933 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM GRANTS PASS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943136037 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM ROSEBURG HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943179782 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM MYRTLE CREEK HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943162074 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM BEND HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943163349 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM EAGLE POINT HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943191447 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM KLAMATH FALLS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943196455 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM MEDFORD II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943212537 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM LIVELY OAKS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943194409 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM REEDSPORT HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943212538 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM YREKA HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943212540 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM EUGENE HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943247154 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM FORT WORTH I HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311520436 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM BEND II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 943260016 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
| RVM FORT WORTH II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311587415 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM MEDFORD III HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311587418 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM ROSEBURG II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311587420 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM GRANTS PASS II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311662259 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM DAVIS HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311662208 | SENIOR HOUSING | CA | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM MYRTLE CREEK II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311715321 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM PORTLAND HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 311780332 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM PORTLAND II HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 300037898 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM CENTRAL POINT HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 300315618 | SENIOR HOUSING | OR | 501(C)(3) | LINE 9 | ROGUE VALLEY MANOR | 1 |
| RVM MANSFIELD HOUSING CORPORATION | ||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 900292647 | SENIOR HOUSING | TX | 501(C)(3) | LINE 9 | PACIFIC RETIREMENT SERVICES INC | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CREST PARK INC | ||||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931169683 | HOTEL | OR | N/A | C | 6125540 | 4249382 | 1.00000 | 1 |
| RETIREMENT SERVICES INC | ||||||||||||
| 965 ELLENDALE DRIVE | MEDFORD | OR | 97504 | 931328250 | MGMT COMPANY | OR | N/A | C | 14738661 | 16602276 | 1.00000 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (19 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| RETIREMENT SERVICES INC | ||
| A | 246111 | MARKET RATE OR COST |
| MIRABELLA AT SOUTH WATERFRONT | ||
| D | 500000 | GUARANTEE |
| ROGUE VALLEY MANOR | ||
| L | 2038250 | PERCENTAGE OF REVENUES TO CAP |
| CUMBERLAND REST | ||
| L | 1083220 | PERCENTAGE OF REVENUES |
| CASCADE MANOR INC | ||
| L | 426601 | PERCENTAGE OF REVENUES |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| L | 1424757 | PERCENTAGE OF REVENUES |
| HOLLADAY PARK PLAZA | ||
| L | 877236 | PERCENTAGE OF REVENUES |
| CAPITOL LAKES INC | ||
| L | 762384 | PERCENTAGE OF REVENUES |
| MIRABELLA | ||
| L | 978737 | PERCENTAGE OF REVENUES |
| MIRABELLA AT SOUTH WATERFRONT | ||
| L | 1112619 | PERCENTAGE OF REVENUES |
| RVM EUGENE HOUSING CORPORATION | ||
| L | 52819 | PERCENTAGE OF REVENUES |
| ROGUE VALLEY MANOR | ||
| Q | 461750 | COST |
| CUMBERLAND REST | ||
| Q | 183886 | COST |
| CASCADE MANOR INC | ||
| Q | 98216 | COST |
| UNIVERSITY RETIREMENT COMMUNITY AT DAVIS | ||
| Q | 180484 | COST |
| HOLLADAY PARK PLAZA | ||
| Q | 190745 | COST |
| CAPITOL LAKES INC | ||
| Q | 218136 | COST |
| MIRABELLA | ||
| Q | 267384 | COST |
| MIRABELLA AT SOUTH WATERFRONT | ||
| Q | 280487 | COST |
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