PACIFIC RETIREMENT SERVICES INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: PACIFIC RETIREMENT SERVICES INC (EIN 93-1067253)
Tax period: 2011-10-01 to 2012-09-30
Filed: 2013-08-15
IRS object ID: 201322279349304432
Schema version: 2011v1.5
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
Form 990
Schedule A
Schedule C
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-15T19:04:49-05:00	Timestamp
Tax Period End Date	2012-09-30	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	2011-10-01	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	LYN HENNION	Name
Title	CHAIR	Title
Phone	8887246424	Phone
Date Signed	2013-08-15	DateSigned

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	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CAROLYN HENNION	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	11099422	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	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	129	TotalNbrEmployees
Total Nbr Volunteers	2	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	10990560	ProgramServiceRevenuePriorYear
Program Service Revenue CY	11038149	ProgramServiceRevenueCY
Investment Income Prior Year	440843	InvestmentIncomePriorYear
Investment Income Current Year	46466	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	14807	OtherRevenueCurrentYear
Total Revenue Prior Year	11431403	TotalRevenuePriorYear
Total Revenue Current Year	11099422	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	6001595	SalariesEtcPriorYear
Salaries Etc Current Year	6485957	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	2225834	OtherExpensePriorYear
Other Expenses Current Year	2235372	OtherExpensesCurrentYear
Total Expenses Prior Year	8227429	TotalExpensesPriorYear
Total Expenses Current Year	8721329	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3203974	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2378093	RevenuesLessExpensesCY
Total Assets BOY	45001490	TotalAssetsBOY
Total Assets EOY	46922982	TotalAssetsEOY
Total Liabilities BOY	5512232	TotalLiabilitiesBOY
Total Liabilities EOY	5050225	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	39489258	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	41872757	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	8361771	Expense
Grants	0	Grants
Revenue	11038149	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	8361771	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	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
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	60	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	129	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
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	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	1	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 DRESSLER	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

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
WILLIAM THORNDIKE JR
PAST CHAIR	1.00	X	4000	0	0
WILLIAM L LEEVER
VICE CHAIR	1.00	X	4000	0	0	X
EDWARD JOLLY
SECRETARY	1.00	X	4000	0	0	X
LYNN C JOHNSON
TREASURER	1.00	X	0	0	0	X
MARC BAYLISS
DIRECTOR	1.00	X	4000	0	0
TODD MARTIN
DIRECTOR (THROUGH 08/02/12)	1.00	X	3000	0	0
DOUG SCHMOR
DIRECTOR	1.00	X	5000	0	0
CAROLYN HENNION
CHAIR	1.00	X	4000	0	0	X
DOUG SPANI
DIRECTOR	1.00	X	1000	0	0
LARRY BOECK
DIRECTOR	1.00	X	1000	0	0
JOHN A HUBBARD
DIRECTOR	1.00	X	1000	0	0
DOUG WILSON
DIRECTOR	1.00	X	1000	0	0
BILL VAN VACTOR
DIRECTOR	1.00	X	0	0	0
BRIAN MCLEMORE
PRESIDENT/CEO	50.00		307951	0	87624	X
MARY SCHOEGGL
CFO	50.00		149929	0	52895	X
JILL COLLINS
COO (THROUGH 01/02/12)	50.00		315408	0	64528		X
MICHAEL MORRIS
COO	40.00		0	175752	46604		X
THOMAS BROWN
FORMER VP (THROUGH 01/07/11)	50.00		177036	0	1410			X
PAUL RIEPMA III
VICE PRESIDENT	50.00		192394	0	21498			X
DEBBIE RAYBURN
VICE PRESIDENT	50.00		191646	0	32542			X
STEVEN RINKLE
GENERAL COUNSEL	50.00		169466	0	31202			X
STEPHEN L EICHEN
CHIEF INFORMATION OFFICER	50.00		170260	0	28230			X
THOMAS R BECKER
FORMER CEO	50.00		352116	0	0				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2058206	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	175752	TotalReportableCompFrmRltdOrgs
Total Other Compensation	366533	TotalOtherCompensation
Number Individuals GT100 K	31	NumberIndividualsGT100K
Formers Listed	1	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
ERNST & YOUNG LLP
950 MAIN AVE SUITE 1800	CLEVELAND	OH	441137214	AUDITING/ACCOUNTING SERVICES	405783
ADVANCED ANSWERS ON DEMAND INC
11575 HERON BAY BLVD	CORAL SPRINGS	FL	33076	SOFTWARE SERVICES	174583
HAMILTON STEPHENS STEELE & MARTIN PLLC
201 S COLLEGE ST SUITE 2020	CHARLOTTE	NC	28244	LEGAL SERVICES	170000
EN POINTE TECHNOLOGIES SALES INC
PO BOX 514429	LOS ANGELES	CA	900514429	IT SERVICES	155361
MICROSOFT LICENSING GP
1950 N STEMMONS FWY STE 2010	DALLAS	TX	75207	SOFTWARE SERVICES	110934

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	7	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MANAGEMENT FEE REVENUE	561000	8774757	8774757
ACCOUNTING FEES	561000	1109113	1109113
INFO TECH SVC FEES	561000	902828	902828
REIMBURSEMENT INCOME	561000	173000	173000
MEDIA & ADVERTISING	541800	77253	77253

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1198	TotalRevenueColumn
Related Or Exempt Function Income	1198	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	11038149	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	46466	TotalRevenueColumn
Exclusion	$46,466	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	TAX REFUND	Description
Business Code	900099	BusinessCode
Total Revenue Column	14807	TotalRevenueColumn
Exclusion	$14,807	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	14807	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	11099422	TotalRevenueColumn
Related Or Exempt Function Income	11038149	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$61,273	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	760634	Total
Program Services	760634	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	3657509	Total
Program Services	3657509	ProgramServices

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	737972	Total
Program Services	737972	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	910497	Total
Program Services	910497	ProgramServices

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	419345	Total
Program Services	419345	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	214792	Total
Management And General	214792	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	78863	Total
Management And General	78863	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	314262	Total
Program Services	314262	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	122658	Total
Program Services	122658	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	167854	Total
Program Services	167854	ProgramServices

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	265646	Total
Program Services	265646	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	168952	Total
Program Services	168952	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	231270	Total
Program Services	231270	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	65047	Total
Program Services	65047	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	326812	Total
Program Services	326812	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	43043	Total
Program Services	43043	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
HOUSING PRGM/EDU	92014	92014
BOARD EXPENSE	65903		65903
ADMINISTRATIVE EXPENSE	46929	46929
DUES AND SUBSCRIPTIONS	31327	31327

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	8721329	Total
Program Services	8361771	ProgramServices
Management And General	359558	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1285769	BOY
EOY	1961538	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	444107	BOY
EOY	453606	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	24115	BOY
EOY	17795	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	1440	BOY
EOY	1097	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	295280	BOY
EOY	197549	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	5228635	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	2926126	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2412088	BOY
EOY	2302509	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	35490824	BOY
EOY	36941021	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	45001490	BOY
EOY	46922982	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	3413314	BOY
EOY	2932000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1756641	BOY
EOY	1687693	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	342277	BOY
EOY	430532	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	5512232	BOY
EOY	5050225	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	39489258	BOY
EOY	41872757	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	39489258	BOY
EOY	41872757	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	45001490	BOY
EOY	46922982	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	2378093	ReconcilationRevenueExpenses
Reconcilation Other Changes	5406	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
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 (46 entries)

EINEIN	Type Of OrganizationTypeOfOrganization	Listed In Governing DocListedInGoverningDoc	Supported Organization NotifiedSupportedOrganizationNotified	Organized In USOrganizedInUS	AmountAmount
ROGUE VALLEY MANOR
930453216	LINE 9	1	1	1	$0
THE CUMBERLAND REST INC
750891470	LINE 9	1	1	1	$0
CASCADE MANOR INC
930557803	LINE 9	1	1	1	$0
UNIV RET COMM AT DAVIS
931179254	LINE 9	1	1	1	$0
HOLLADAY PARK PLAZA
930513697	LINE 9	1	1	1	$0
CAPITOL LAKES INC
391412320	LINE 9	1	1	1	$0
RVM FOUNDATION
930712867	LINE 7	1	1	1	$0
URCAD FOUNDATION
931301816	LINE 7	1	1	1	$0
TRINITY TERR FDN INC
912162130	LINE 7	1	1	1	$0
HPP FOUNDATION
264529118	LINE 7	1	1	1	$0
MIRABELLA WA FDN
450574348	LINE 7	1	1	1	$0
CASCADE MANOR FDN
931330100	LINE 7	1	1	1	$0
MIRABELLA
342030255	LINE 9	1	1	1	$0
MIRABELLA PORTLAND FDN
452508860	LINE 7	1	1	1	$0
MIRABELLA AT SOUTH WATERFRONT
711016384	LINE 9	1	1	1	$866,666
MIRABELLA SAN FRANCISCO BAY
200428927	LINE 9	1	1	1	$0
RVM COMMUNITY SERVICES INC
930892261	LINE 9	1	1	1	$0
RVM HOUSING CORPORATION
930864466	LINE 9	1	1	1	$0
RVM ASHLAND HOUSING CORPORATION
930942933	LINE 9	1	1	1	$0
RVM GRANTS PASS HOUSING CORPORATION
943136037	LINE 9	1	1	1	$2,325
RVM ROSEBURG HOUSING CORPORATION
943179782	LINE 9	1	1	1	$0
RVM MYRTLE CREEK HOUSING CORPORATION
943162074	LINE 9	1	1	1	$1,318
RVM BEND HOUSING CORPORATION
943163349	LINE 9	1	1	1	$0
RVM EAGLE POINT HOUSING CORPORATION
943191447	LINE 9	1	1	1	$0
RVM KLAMATH FALLS HOUSING CORPORATION
943196455	LINE 9	1	1	1	$0
RVM MEDFORD II HOUSING CORPORATION
943212537	LINE 9	1	1	1	$1,153
RVM LIVELY OAKS HOUSING CORPORATION
943194409	LINE 9	1	1	1	$440
RVM REEDSPORT HOUSING CORPORATION
943212538	LINE 9	1	1	1	$0
RVM YREKA HOUSING CORPORATION
943212540	LINE 9	1	1	1	$0
RVM EUGENE HOUSING CORPORATION
943247154	LINE 9	1	1	1	$782
RVM FORT WORTH I HOUSING CORPORATION
311520436	LINE 9	1	1	1	$0
RVM BEND II HOUSING CORPORATION
943260016	LINE 9	1	1	1	$0
RVM FORT WORTH II HOUSING CORPORATION
311587415	LINE 9	1	1	1	$0
RVM MEDFORD III HOUSING CORPORATION
311587418	LINE 9	1	1	1	$4,366
RVM ROSEBURG II HOUSING CORPORATION
311587420	LINE 9	1	1	1	$0
RVM GRANTS PASS II HOUSING CORPORATION
311662259	LINE 9	1	1	1	$1,550
RVM DAVIS HOUSING CORPORATION
311662208	LINE 9	1	1	1	$0
RVM MYRTLE CREEK II HOUSING CORPORATION
311715321	LINE 9	1	1	1	$774
RVM PORTLAND HOUSING CORPORATION
311780332	LINE 9	1	1	1	$0
RVM PORTLAND II HOUSING CORPORATION
300037898	LINE 9	1	1	1	$0
RVM CENTRAL POINT HOUSING CORPORATION
300315618	LINE 9	1	1	1	$4,703
RVM MANSFIELD HOUSING CORPORATION
900292647	LINE 9	1	1	1	$0
CORBINTON RETIREMENT
262987036	LINE 9	1	1	1	$0
MIRABELLA AT MORRISON
271016196	LINE 9	1	1	1	$0
MIDDLETON GLEN INC
911859494	LINE 9	1	1	1	$0
SENIOR HOUSING OF MIDDLETON
470825736	LINE 9	1	1	1	$0

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	46	TotalNumberOfSupportedOrgs
Sum Of Amounts	884077	SumOfAmounts

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	8721329	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	8721329	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	586066	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	146517	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 Minus1	561371	CurrentYearMinus1
Current Year	586066	CurrentYear
Total	1147437	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$1,721,156	LobbyingCeilingAmount

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus1	140343	CurrentYearMinus1
Current Year	146517	CurrentYear
Total	286860	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$430,290	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	2233041	OtherCostOrOtherBasis
Depreciation	863372	Depreciation
Book Value	1369669	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	24029	OtherCostOrOtherBasis
Depreciation	11729	Depreciation
Book Value	12300	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2210616	OtherCostOrOtherBasis
Depreciation	1883689	Depreciation
Book Value	326927	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	360949	OtherCostOrOtherBasis
Depreciation	167336	Depreciation
Book Value	193613	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2302509	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	36498738
DEBT ISSUE COSTS & LOAN FEES	9551
OTHER NONCURRENT ASSETS	432732

Field	Value	IRS element (for citing)
Total Book Value Other Assets	36941021	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	OTHER LONG TERM LIABILITIES	Description
Amount	$430,532	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	430532	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	Identifier
Return Reference	PART X:	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, 2012, 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 (10 entries)

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
281113	0	26838	0	0	0	70712	0	16912	0	395575	0	0	0
MARY SCHOEGGL
137276	0	12653	0	0	0	35983	0	16912	0	202824	0	0	0
JILL COLLINS
288570	0	26838	0	0	0	59802	0	4726	0	379936	0	0	0
MICHAEL MORRIS
0	147152	0	28600	0	0	0	29022	0	17582	0	222356	0	0
THOMAS BROWN
35466	0	0	0	141570	0	0	0	1410	0	178446	0	0	0
PAUL RIEPMA III
175340	0	17054	0	0	0	18375	0	3123	0	213892	0	0	0
DEBBIE RAYBURN
174667	0	16979	0	0	0	15280	0	17262	0	224188	0	0	0
STEVEN RINKLE
154465	0	15001	0	0	0	14290	0	16912	0	200668	0	0	0
STEPHEN L EICHEN
155259	0	15001	0	0	0	11318	0	16912	0	198490	0	0	0
THOMAS R BECKER
2116	0	0	0	350000	0	0	0	0	0	352116	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReference

ExplanationExplanation

PART I, LINE 4A

THOMAS BROWN'S EMPLOYMENT ENDED 1/7/2011 AND HE RECEIVED A SEVERANCE PAYMENT. THOMAS BECKER'S EMPLOYMENT ENDED 7/5/10 AND HE RECEIVED A SEVERANCE PAYMENT. THE PARTIES ENTERED INTO SETTLEMENT AGREEMENTS AND MUTUAL GENERAL RELEASES (THE "AGREEMENTS"). THE AGREEMENTS PROVIDE FOR CERTAIN PAYMENTS TO MR. BROWN AND MR. BECKER, IMPOSES AND CLARIFIES CERTAIN OBLIGATIONS ON MR. BROWN AND MR. BECKER, CONTAINS MUTUAL RELEASES OF ALL CLAIMS BETWEEN THE PARTIES, AND IMPOSES MUTUAL CONFIDENTIALITY OBLIGATIONS.

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 K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOSPITAL FACILITIES AUTHORITY OF THE CITY OF MEDFORD OR	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	521378932	IssuerEIN
Date Issued	2005-03-31	DateIssued
Issue Price	2094750	IssuePrice
Description Of Purpose	CONSTRUCTION OF OFFICE BUILDING	DescriptionOfPurpose
Defeased	0	Defeased
On Behalf Of Issuer	0	OnBehalfOfIssuer
Pool Financing	0	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Total Proceeds	2094750	TotalProceeds
Working Capital Expenditures	2094750	WorkingCapitalExpenditures
Year Of Subst Completion	2006	YearOfSubstCompletion
Current Refunding	0	CurrentRefunding
Advance Refunding	0	AdvanceRefunding
Final Allocation Made	1	FinalAllocationMade
Adequate Books And Recds Maintaind	1	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	1	OwningBondFinancedProperty
Any Lease Arrangements	0	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	0	MngmentCntrctBondFinancdPrprty
Any Research Agreements	0	AnyResearchAgreements
Prcntge Prvt Business Use By Others	0.00000	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0.00000	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0.00000	TotalPrivateBusinessUse
Post Issuance Compliance Procdrs	1	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Form8038 T Filed	0	Form8038TFiled
Variable Rate Issue	1	VariableRateIssue
Hedge Identified In Books And Recds	0	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGIC
Gross Proceeds Invested	0	GrossProceedsInvested
Exception To Rebate	1	ExceptionToRebate

Field	Value	IRS element (for citing)
Fed Tax Requirements Compliance	X	FedTaxRequirementsCompliance

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 4	THE MAXIMUM NUMBER OF DIRECTORS WAS CHANGED FROM 11 TO 15. ONE (1) DIRECTOR FROM EACH SUPPORTED ORGANIZATION MUST SERVE ON THE BOARD OF DIRECTORS. REQUIREMENTS FOR NOTICE OF BOARD OF DIRECTORS MEETINGS WERE REVISED. DUTIES OF THE FOLLOWING COMMITTEES WERE ESTABLISHED: EXECUTIVE, GOVERNANCE, AUDIT, FINANCE AND THE INVESTMENT SUBCOMMITTEE. AMENDED AND RESTATED BYLAWS STATE THE BOARD SHALL EMPLOY A PRESIDENT AND GENERAL COUNSEL, AND TO APPOINT ASSISTANTS TO THE SECRETARY AND TREASURER. A NEW SECTION WAS ADDED PROHIBITING DISCRIMINATION IN PROVIDING SERVICES, HIRING EMPLOYEES, OR OTHERWISE, ON THE BASES OF GENDER, RACE, CREED, MARITAL STATUS, SEXUAL ORIENTATION, RELIGION, COLOR, AGE, NATIONAL ORIGIN, DISABILITY, OR FAMILIAL STATUS. NEW SECTIONS WERE ADDED REGARDING THE AMENDMENT OF BYLAWS, INSPECTION OF BOOKS AND RECORDS, CHECKS, DRAFTS ETC., DEPOSITS, LOANS OR GUARANTEES, EXECUTION OF DOCUMENTS, INSURANCE, AND INDEMNIFICATION.
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS BEING REVIEWED BY THE CFO, ASSISTANT CONTROLLER AND THE BOARD OF DIRECTORS.
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.
PART VII, SECTION A:	WILLIAM L. LEEVER DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR 1 HOUR UNIVERSITY RETIREMENT COMMUNITY AT DAVIS, INC. 1 HOUR EDWARD JOLLY DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR 1 HOUR MARC BAYLISS DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: ROGUE VALLEY MANOR MEMORIAL FOUNDATION 1 HOUR TODD MARTIN DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: MIRABELLA AT SOUTH WATERFRONT 1 HOUR MIRABELLA 1 HOUR MIRABELLA PORTLAND FOUNDATION 1 HOUR DOUG WILSON DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: CUMBERLAND REST, INC. 1 HOUR TRINITY TERRACE FOUNDATION 1 HOUR BILL VAN VACTOR DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: CASCADE MANOR FOUNDATION 1 HOUR CASCADE MANOR, INC. 1 HOUR JOHN A. HUBBARD DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: HOLLADAY PARK PLAZA, INC. 1 HOUR HOLLADAY PARK PLAZA FOUNDATION 1 HOUR HOLLADAY PARK PLAZA ENDOWMENT FUND 1 HOUR LARRY BOECK DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: CAPITOL LAKES, INC. 1 HOUR CAPITOL LAKES FOUNDATION 1 HOUR MIRABELLA AT SOUTH WATERFRONT 1 HOUR MIRABELLA 1 HOUR HUD ENTITIES 1 HOUR LYNN JOHNSON DEVOTES TIME TO RELATED ORGANIZATIONS AS FOLLOWS: MIRABELLA AT SOUTH WATERFRONT 1 HOUR MIRABELLA PORTLAND FOUNDATION 1 HOUR	HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS:
FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 5,406.	CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA
965 ELLENDALE DRIVE LLC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931067253	OFFICE BLDG.	OR	190000	1760235	N/A
CORBINTON LLC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931067253	CCRC DEVELOPMENT	OR	0	0	N/A

Form990 Schedule R Part II Form990ScheduleRPartII (48 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	0
THE CUMBERLAND REST INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	750891470	SENIOR HOUSING	TX	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
CASCADE MANOR INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930557803	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
UNIVERSITY RETIREMENT COMMUNITY AT DAVIS
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931179254	SENIOR HOUSING	CA	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
HOLLADAY PARK PLAZA
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930513697	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
HOLLADAY PARK PLAZA ENDOWMENT FUND
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930776291	ASSISTANCE TRUST	OR	501(C)(3)	LINE 7	HOLLADAY PARK PLAZA	0
CAPITOL LAKES INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	391412320	SENIOR HOUSING	WI	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
ROGUE VALLEY MANOR FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930712867	PUBLIC FOUNDATION	OR	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
UNIVERSITY RETIREMENT COMMUNITY AT DAVIS FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931301816	PUBLIC FOUNDATION	CA	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
TRINITY TERRACE FOUNDATION INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	912162130	PUBLIC FOUNDATION	TX	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
HOLLADAY PARK PLAZA FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	264529118	PUBLIC FOUNDATION	OR	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
MIRABELLA WASHINGTON FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	450574348	PUBLIC FOUNDATION	WA	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
CASCADE MANOR FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931330100	PUBLIC FOUNDATION	OR	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
CAPITOL LAKES FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	383781089	PUBLIC FOUNDATION	OR	501(C)(3)	LINE 7	CAPITOL LAKES INC	0
MIRABELLA
965 ELLENDALE DRIVE	MEDFORD	OR	97504	342030255	SENIOR HOUSING	WA	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
MIRABELLA PORTLAND FOUNDATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	452508860	PUBLIC FOUNDATION	OR	501(C)(3)	LINE 7	PACIFIC RETIREMENT SERVICES INC	0
MIRABELLA AT SOUTH WATERFRONT
965 ELLENDALE DRIVE	MEDFORD	OR	97504	711016384	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
MIRABELLA SAN FRANCISCO BAY
965 ELLENDALE DRIVE	MEDFORD	OR	97504	200428927	SENIOR HOUSING	CA	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM COMMUNITY SERVICES INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930892261	COMM SRVCS	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930864466	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM ASHLAND HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	930942933	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM GRANTS PASS HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943136037	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM ROSEBURG HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943179782	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM MYRTLE CREEK HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943162074	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM BEND HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943163349	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM EAGLE POINT HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943191447	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM KLAMATH FALLS HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943196455	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM MEDFORD II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943212537	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM LIVELY OAKS HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943194409	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM REEDSPORT HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943212538	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM YREKA HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943212540	SENIOR HOUSING	CA	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM EUGENE HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943247154	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM FORT WORTH I HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311520436	SENIOR HOUSING	TX	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM BEND II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	943260016	SENIOR HOUSING	OR	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
RVM FORT WORTH II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311587415	SENIOR HOUSING	TX	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM MEDFORD III HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311587418	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM ROSEBURG II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311587420	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM GRANTS PASS II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311662259	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM DAVIS HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311662208	SENIOR HOUSING	CA	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM MYRTLE CREEK II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311715321	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM PORTLAND HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	311780332	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM PORTLAND II HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	300037898	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM CENTRAL POINT HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	300315618	SENIOR HOUSING	OR	501(C)(3)	LINE 9	ROGUE VALLEY MANOR	0
RVM MANSFIELD HOUSING CORPORATION
965 ELLENDALE DRIVE	MEDFORD	OR	97504	900292647	SENIOR HOUSING	TX	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
CORBINTON RETIREMENT
965 ELLENDALE DRIVE	MEDFORD	OR	97504	262987036	SENIOR HOUSING	NC	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
MIRABELLA AT MORRISON
965 ELLENDALE DRIVE	MEDFORD	OR	97504	271016196	SENIOR HOUSING	NC	501(C)(3)	LINE 9	PACIFIC RETIREMENT SERVICES INC	0
MIDDLETON GLEN INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	911859494	SENIOR HOUSING	WI	501(C)(3)	LINE 9	CAPITOL LAKES INC	0
SENIOR HOUSING OF MIDDLETON
965 ELLENDALE DRIVE	MEDFORD	OR	97504	470825736	SENIOR HOUSING	WI	501(C)(3)	LINE 9	CAPITOL LAKES INC	0

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
CREST PARK INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931169683	HOTEL	OR	N/A	C	3334398	13372935	1.00000
RETIREMENT SERVICES INC
965 ELLENDALE DRIVE	MEDFORD	OR	97504	931328250	MGMT COMPANY	OR	N/A	C	5800899	17547133	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	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
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 (18 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
MIRABELLA AT SOUTH WATERFRONT
D	866666	GUARANTEE
ROGUE VALLEY MANOR
K	2269298	PERCENTAGE OF REVENUES
CUMBERLAND REST
K	1075988	PERCENTAGE OF REVENUES
CASCADE MANOR INC
K	368381	PERCENTAGE OF REVENUES
UNIVERSITY RETIREMENT COMMUNITY AT DAVIS
K	1106006	PERCENTAGE OF REVENUES
HOLLADAY PARK PLAZA
K	728939	PERCENTAGE OF REVENUES
CAPITOL LAKES INC
K	744823	PERCENTAGE OF REVENUES
MIRABELLA
K	902092	PERCENTAGE OF REVENUES
MIRABELLA AT SOUTH WATERFRONT
K	827367	PERCENTAGE OF REVENUES
RVM EUGENE HOUSING CORPORATION
K	65673	PERCENTAGE OF REVENUES
ROGUE VALLEY MANOR
P	490064	COST
CUMBERLAND REST
P	187472	COST
CASCADE MANOR INC
P	108949	COST
UNIVERSITY RETIREMENT COMMUNITY AT DAVIS
P	205980	COST
HOLLADAY PARK PLAZA
P	190534	COST
CAPITOL LAKES INC
P	285359	COST
MIRABELLA
P	298982	COST
MIRABELLA AT SOUTH WATERFRONT
P	282788	COST