2026-08-12T16:22:26-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 931067253 PACIFIC RETIREMENT SERVICES INC PACI 8887246424 1 WEST MAIN STREET 303 MEDFORD OR 97501 SLOAN BENTLEY CEO 8887246424 2026-08-10 1 1 KURT BENNION CPA P01469618 4252506100 2026-08-04 2024 2025-03-06 01:10:19Z LARRY BOECK 1 WEST MAIN STREET 303 MEDFORD OR 97501 39289084 0 X WWW.RETIREMENT.ORG X 1990 OR PROVIDE EXCEPTIONAL LEADERSHIP TO OUR FAMILY OF ORGANIZATIONS TO ENHANCE THE AGING EXPERIENCE. 14 14 211 28 0 0 0 11000 25020608 32274836 1331480 7053317 -63644 -50069 26288444 39289084 10000 600000 0 0 18141076 20050955 0 0 0 5226606 8167134 23377682 28818089 2910762 10470995 72418406 80059382 6716455 10270780 65701951 69788602 PACIFIC RETIREMENT SERVICES' MISSION IS TO EMPOWER PEOPLE TO LEAD MEANINGFUL LIVES AS THEY AGE. 0 0 28818089 600000 32274836 PACIFIC RETIREMENT SERVICES, INC.'S VISION IS CREATING COMMUNITIES TO PROVIDE EACH RESIDENT WITH LIFESTYLE OPPORTUNITIES THAT FACILITATE HEALTHY AGING AND SUPPORT SERVICES TO ENSURE STABILITY AND SECURITY AS RESIDENTS AGE. 28818089 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 35 0 1 211 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR CA WI X KATRINA BYWATER 5416463300 1 WEST MAIN STREET SUITE 303 MEDFORD OR 97501 X LARRY BOECK CHAIR 1.00 0.00 X X 0 0 0 LYNN JOHNSON VICE CHAIR 1.00 3.00 X X 0 0 0 DOUG WILSON TREASURER 1.00 5.00 X X 0 0 0 DOUG SPANI SECRETARY 1.00 0.00 X X 0 0 0 SUE CENTER DIRECTOR 1.00 1.00 X 0 0 0 PAM CLAASSEN DIRECTOR 1.00 1.00 X 0 0 0 CAROL FISCHER DIRECTOR 1.00 0.00 X 0 0 0 RAY HEYSELL DIRECTOR 1.00 1.00 X 0 0 0 BOB KERR DIRECTOR 1.00 1.00 X 0 0 0 BOB MAYERS DIRECTOR 1.00 2.00 X 0 0 0 JERI RENO DIRECTOR 1.00 0.00 X 0 0 0 TERRY SHIRROD DIRECTOR 1.00 2.00 X 0 0 0 BILL VAN VACTOR DIRECTOR 1.00 2.00 X 0 0 0 ROY VINYARD DIRECTOR 1.00 1.00 X 0 0 0 ERIC SHOLTY CEO 38.00 2.00 X 0 1307773 50990 DIANA JAMISON CFO 39.00 1.00 X 0 471805 39557 ANTHONY SABATINI COO 39.00 1.00 X 0 585015 47477 JOHN HOWL CSO 40.00 0.00 X 0 564961 37510 DEBBIE RAYBURN CHO 40.00 0.00 X 0 235026 33474 BRUCE ANDERS CLO 40.00 0.00 X 0 413940 40961 STEPHEN EICHEN CIO 40.00 0.00 X 0 358552 12523 LYNDELL SMITH CHRO 40.00 0.00 X 0 351648 42685 WHENNY ALEXANDER CANDALLA REGIONAL VP 40.00 0.00 X 0 358751 26890 TODD ALBERT VP CULINARY SERVICES 40.00 0.00 X 0 288490 47309 ERIC MINEART VP STRATEGY AND INNOVATION 40.00 0.00 X 0 288070 53309 TERI LOCK VP SALES AND MARKETING 40.00 0.00 X 0 280668 29742 SARAH LYNCH VP STRATEGIC DEVELOPMENT 40.00 0.00 X 0 278147 48987 MARY SCHOEGGL FORMER CFO 40.00 0.00 X 0 170938 0 0 5953784 511414 90 1 1 0 INDEED INC 177 BRIAD STREET STAMFORD CT 06901 PROFESSIONAL SERVICES 788279 KORN FERRY 1900 AVENUE OF THE STARS SUITE 112 LOS ANGELES CA 90067 PROFESSIONAL SERVICES 738016 STAFFORD CREATIVE 110 JAMES STREET EDMONDS WA 98020 PROFESSIONAL SERVICES 522173 RALLY LLC 6543 SUMMIT STREET KANSAS CITY MO 64113 PROFESSIONAL SERVICES 510437 CLIFTONLARSONALLEN LLP PO BOX 31001-2443 PASADENA CA 91110 PROFESSIONAL SERVICES 359674 9 11000 11000 MANAGEMENT FEE REVENUE 561000 20888849 20888849 HEALTH CARE SERVICE 456199 4010930 4010930 INFO TECH SVC FEES 561000 2820709 2820709 ACCOUNTING FEES 561000 2782328 2782328 ALL OTHER PROGRAM REVENUE 561000 1767326 1767326 4694 4694 32274836 1314392 1314392 5738925 0 5738925 5738925 5738925 MISCELLANEOUS INCOME 900099 22917 22917 PARTNERSHIP INCOME/LOSS 900099 -72986 -72986 -50069 39289084 32274836 0 7003248 X 600000 600000 19385462 19385462 40476 40476 424757 424757 200260 200260 472427 472427 16641 16641 2896607 2896607 72983 72983 201199 201199 15691 15691 216446 216446 879149 879149 1685 1685 1370090 1370090 343193 343193 164305 164305 OTHER FACILITY SERVICES 1039536 1039536 DIETARY 170376 170376 MEDICAL SUPPLIES 136796 136796 EQUIPMENT RENTAL 81805 81805 88205 88205 28818089 28818089 0 0 1136522 1141140 15548099 11562538 4555 187560 65068 80890 302241 389459 8437779 3408311 4807255 5029468 5738346 5738346 2741790 2610301 42074530 53319680 72418406 80059382 1488073 1668301 4716291 4586269 512091 4016210 6716455 10270780 X 65701951 69788602 65701951 69788602 72418406 80059382 10470995 -207328 -6177016 0 X X 0 1 X 1 0 X X 41 CAPITOL LAKES INC 391412320 10 1 600000 0 CASCADE MANOR INC 930557803 10 1 0 0 HOLLADAY PARK PLAZA 930513697 10 1 0 0 MIRABELLA 342030255 10 1 0 0 MIRABELLA AT SOUTH WATERFRONT 711016384 10 1 0 0 ROGUE VALLEY MANOR 930453216 10 1 0 0 ROGUE VALLEY MANOR ASHLAND HOUSING CORPORATION 930942933 10 1 0 0 ROGUE VALLEY MANOR BEND HOUSING CORPORATION 943163349 10 1 0 0 ROGUE VALLEY MANOR BEND II HOUSING CORPORATION 943260016 10 1 0 0 ROGUE VALLEY MANOR CENTRAL POINT HOUSING CORPORATION 300315618 10 1 0 0 ROGUE VALLEY MANOR DAVIS HOUSING CORPORTION 311662208 10 1 4079 0 ROGUE VALLEY MANOR EAGLE POINT HOUSING CORPORATION 943191447 10 1 0 0 ROGUE VALLEY MANOR EUGENE HOUSING CORPORATION 943247154 10 1 2916 0 ROGUE VALLEY MANOR FORT WORTH HOUSING CORPORATION 311520436 10 1 4372 0 ROGUE VALLEY MANOR FORT WORTH II HOUSING CORPORATION 311587415 10 1 5002 0 ROGUE VALLEY MANOR GRANTS PASS HOUSING CORPORATION 943136037 10 1 0 0 ROGUE VALLEY MANOR GRANTS PASS II HOUSING CORPORATION 311662259 10 1 0 0 ROGUE VALLEY MANOR HOUSING CORPORATION 930864466 10 1 0 0 ROGUE VALLEY MANOR KLAMATH FALLS HOUSING CORPORATION 943196455 10 1 0 0 ROGUE VALLEY MANOR LIVELY OAKS HOUSING CORPORATION 943194409 10 1 0 0 ROGUE VALLEY MANOR MANSFIELD HOUSING CORPORATION 900292647 10 1 6329 0 ROGUE VALLEY MANOR MEDFORD II HOUSING CORPOTATION 943212537 10 1 0 0 ROGUE VALLEY MANOR MEDFORD III HOUSING CORPORATION 311587418 10 1 7178 0 ROGUE VALLEY MANOR MYRTLE CREEK HOUSING CORPORATION 943162074 10 1 0 0 ROGUE VALLEY MANOR MYRTLE II CREEK HOUSING CORPORATION 311715321 10 1 0 0 ROGUE VALLEY MANOR PORTLAND HOUSING CORPORATION 311780332 10 1 0 0 ROGUE VALLEY MANOR PORTLAND II HOUSING CORPORATION 300037898 10 1 812 0 ROGUE VALLEY MANOR REEDSPORT HOUSING CORPORATION 943212538 10 1 3090 0 ROGUE VALLEY MANOR ROSEBURG HOUSING CORPORATION 943179782 10 1 0 0 ROGUE VALLEY MANOR ROSEBURG II HOUSING CORPORATION 311587420 10 1 0 0 ROGUE VALLEY MANOR YREKA HOUSING CORPORATION 943212540 10 1 3607 0 THE CUMBERLAND REST INC 750891470 10 1 0 0 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS 931179254 10 1 0 0 COMMUNITY VOLUNTEER NETWORK 930892261 10 1 0 0 PACIFIC RETIREMENT SERVICES FOUNDATION INC 472352652 7 1 0 0 BAY AREA SENIOR SERVICES INC 943008774 10 1 0 0 MIRABELLA AT ASU INC 813784956 10 1 0 0 LA VIDA LLENA 850282570 10 1 0 0 THE NEIGHBORHOOD IN RIO RANCHO 471462853 10 1 0 0 HAVERLAND CARTER LIFESTYLE GROUP 272027950 10 1 0 0 SOMMERSET NEIGHBORHOOD 810684291 10 1 0 0 41 637385 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATIONS OF PRS HAD A SIGNIFICANT VOICE IN THE PRS INVESTMENT POLICIES AND IN DIRECTING THE USE OF PRS' INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR. EACH SUPPORTED ORGANIZATION HAS AT LEAST ONE DIRECTOR WHO ALSO SERVES ON THE PRS BOARD OF DIRECTORS (SOME ALSO SERVE AS OFFICERS AT PRS) AS SET FORTH IN 26 CFR 1.509(A)-4(I)(3)(II)(B), AS WELL AS REPRESENTATION ON THE PRS INVESTMENT SUBCOMMITTEE AND, AS SUCH, CONTROLS THE INVESTMENT POLICIES OF PRS AND DETERMINE HOW THE INCOME AND ASSETS OF PRS ARE TO BE USED. PART IV, SECTION E, LINE 3A: THE BYLAWS OF EACH OF THE PRS SUPPORTED ORGANIZATIONS PROVIDE THAT A MAJORITY OF THE SUPPORTED ORGANIZATION'S OFFICERS AND/OR DIRECTORS ARE ELECTED OR APPOINTED BY PRS ACTING THROUGH PRS' BOARD OF DIRECTORS. PART IV, SECTION E, LINE 3B: PRS EXERCISED A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. PRS EXERCISES AUTHORITY FOR REVIEWING AND APPROVING THE BUDGETS, STRATEGIC PLANS, UNBUDGETED CONTRACTS IN EXCESS OF STATED DOLLAR AMOUNTS, CHANGES TO GOVERNING DOCUMENTS, ETC. OF THE SUPPORTED ORGANIZATIONS. PRS ALSO PROVIDES MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATIONS. 0 0 0 28818089 28818089 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 130560 130560 5081604 1231964 3849640 2682346 2176347 505999 543269 543269 5029468 5738346 F 5738346 DUE FROM AFFILIATES 52894863 457 DEFERRED COMPENSATION PLAN 424817 53319680 457 DEFERRED COMPENSATION PLAN 424817 DUE TO AFFILIATES 3591393 4016210 X PART X, LINE 2: 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, 2025, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. 1 CAPITOL LAKES INC 333 W MAIN STREET MADISON WI 53703 391412320 501(C)(3) 600000 0 COMMUNITY SUPPORT 1 0 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS AND IS REVIEWED QUARTERLY FOR PROPRIETY. X X X X 0 0 0 0 0 0 0 1 0 ERIC SHOLTY CEO 0 1307773 0 0 0 0 0 23934 0 27056 0 1358763 0 0 ANTHONY SABATINI COO 0 502615 0 82400 0 0 0 19139 0 28338 0 632492 0 0 JOHN HOWL CSO 0 482561 0 82400 0 0 0 24464 0 13046 0 602471 0 0 DIANA JAMISON CFO 0 400972 0 70833 0 0 0 24464 0 15093 0 511362 0 0 BRUCE ANDERS CLO 0 346665 0 67275 0 0 0 13478 0 27483 0 454901 0 0 LYNDELL SMITH CHRO 0 299607 0 52041 0 0 0 22438 0 20247 0 394333 0 0 WHENNY ALEXANDER CANDALLA REGIONAL VP 0 313751 0 45000 0 0 0 11797 0 15093 0 385641 0 0 STEPHEN EICHEN CIO 0 358552 0 0 0 0 0 8394 0 4129 0 371075 0 0 ERIC MINEART VP STRATEGY AND INNOVATION 0 254852 0 33218 0 0 0 25186 0 28123 0 341379 0 0 TODD ALBERT VP CULINARY SERVICES 0 255850 0 32640 0 0 0 32305 0 15004 0 335799 0 0 SARAH LYNCH VP STRATEGIC DEVELOPMENT 0 245702 0 32445 0 0 0 31451 0 17536 0 327134 0 0 TERI LOCK VP SALES AND MARKETING 0 243168 0 37500 0 0 0 5420 0 24322 0 310410 0 0 DEBBIE RAYBURN CHO 0 235026 0 0 0 0 0 27281 0 6193 0 268500 0 0 MARY SCHOEGGL FORMER CFO 0 170938 0 0 0 0 0 0 0 0 0 170938 0 0 PART I, LINE 3 COMPENSATION WAS RECOMMENDED BY PACIFIC RETIREMENT SERVICES, INC.'S LEADERSHIP AND APPROVED BY PACIFIC RETIRMENT SERVICES'S BOARD AS PART OF THE ANNUAL BUDGET PROCESS. PART I, LINE 7 THE VP OF HUMAN RESOURCES PROVIDED SALARY STUDIES FROM THE FOLLOWING RESOURCES TO THE COMPENSATION COMMITTEE (A COMMITTEE OF THE PRS BOARD OF DIRECTORS) RELATIVE TO EXECUTIVE STAFF COMPENSATION: - SALARY.COM - PAYSCALE.COM - 990 REVIEW (LIKE-SIZE ORGANIZATIONS) - CEMO (CHIEF EXECUTIVE OFFICERS OF MULTI-FACILITY ORGANIZATIONS) SALARY STUDY RESULTS RECOMMENDATIONS FOR BASE COMPENSATION AND INCENTIVES ARE PROVIDED BY THE IMMEDIATE SUPERVISOR BASED ON STUDY FINDINGS AND PERFORMANCE FACTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER AND IMMEDIATE PAST CHAIR OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD OF DIRECTORS ONLY ON THOSE MATTERS OF ROUTINE BUSINESS REQUIRING DECISIONS BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR ESTABLISHING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE REPORTS ITS ACTIONS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CORPORATE DIRECTOR OF ACCOUNTING, VICE PRESIDENT OF ACCOUNTING, CFO, 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, IDENTIFYING 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 THE ORGANIZATION FOLLOWS A FORMAL PROCESS FOR DETERMINING COMPENSATION THAT INCORPORATES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION. ANNUALLY, HUMAN RESOURCES ENGAGES AN EXTERNAL ADVISOR (CLA) TO PERFORM A COMPREHENSIVE COMPENSATION ANALYSIS OF EXECUTIVE COMPENSATION, TAKING INTO ACCOUNT GEOGRAPHIC LOCATION AND COMMUNITY REVENUE SIZE TO ESTABLISH COMPETITIVE RANGES. COMPENSATION DECISIONS FOR EXECUTIVES ARE BY THE CHIEF EXECUTIVE OFFICER AND CHIEF HUMAN RESOURCES OFFICER, WHO EVALUATE COMPENSATION RELATIVE TO THE ESTABLISHED RANGES AND INDIVIDUAL PERFORMANCE. A COMPENSATION COMMITTEE REVIEWS THE SUGGESTED COMPENSATION AND APPROVES FOR FORMAL ADOPTION. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE FINANCIAL DATA AND GOVERNANCE INFORMATION IS NOT PUBLIC INFORMATION, AND AS SUCH, IS RELEASED ONLY PURSUANT TO LEGAL REGULATION, COURT ORDER, OR OTHER APPLICABLE LAW, AND AS DIRECTED BY CORPORATE COUNSEL. FORM 990, PART VII, SECTION B: THE INDEPENDENT CONTRACTORS REPORTED IN FORM 990, PART VII, SECTION B PROVIDE SERVICES TO PACIFIC RETIREMENT SERVICES, INC. ("PRS") AND TO ITS AFFILIATES. THE AMOUNTS REPORTED AS PAID TO THESE INDEPENDENT CONTRACTORS ARE THE TOTAL AMOUNTS PAID BY PRS FOR SERVICES PROVIDED TO PRS AND ITS AFFILIATES. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,896,607. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,896,607. FORM 990, PART XII, LINE 2C: THE PROCESS AND AUTHORITY FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE FISCAL YEAR. PRS PROPERTY HOLDINGS LLC 1 WEST MAIN STREET SUITE 303 MEDFORD OR 97501 931067253 OFFICE BUILDING OR 350986 4982938 PACIFIC RETIREMENT SERVICES INC HAVERLAND CARTER RALSTON CREEK LLC 10701 MONTGOMERY BLVD NE SUITE F ALBUQUERQUE NM 87111 820947483 SENIOR LIVING CO 6869316 3603 PACIFIC RETIREMENT SERVICES INC DEL CORAZON HOSPICE LLC 811 ST MICHAELS DRIVE SUITE 207 SANTA FE NM 87505 274287788 HOSPICE NM 2337364 399521 PACIFIC RETIREMENT SERVICES INC PACIFIC RETIREMENT SERVICES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 472352652 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 PACIFIC RETIREMENT SERVICES INC 1 ROGUE VALLEY MANOR 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930453216 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 THE CUMBERLAND REST INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 750891470 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 CASCADE MANOR INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930557803 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 UNIVERSITY RETIREMENT COMMUNITY AT DAVIS 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931179254 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 HOLLADAY PARK PLAZA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930513697 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 CAPITOL LAKES INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 391412320 SENIOR HOUSING WI 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 ROGUE VALLEY MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930712867 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 ROGUE VALLEY MANOR 1 MIRABELLA WASHINGTON FOUNDATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 450574348 PUBLIC FOUNDATION WA 501(C)(3) LINE 7 MIRABELLA 1 CASCADE MANOR FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 931330100 PUBLIC FOUNDATION OR 501(C)(3) LINE 7 CASCADE MANOR INC 1 CAPITOL LAKES FOUNDATION INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 383781089 PUBLIC FOUNDATION WI 501(C)(3) LINE 7 CAPITOL LAKES INC 1 MIRABELLA 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 342030255 SENIOR HOUSING WA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 MIRABELLA AT SOUTH WATERFRONT 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 711016384 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 COMMUNITY VOLUNTEER NETWORK 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930892261 COMMUNITY SERVICES OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930864466 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM ASHLAND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 930942933 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM GRANTS PASS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943136037 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM ROSEBURG HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943179782 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM MYRTLE CREEK HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943162074 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM BEND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943163349 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM EAGLE POINT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943191447 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM KLAMATH FALLS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943196455 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM MEDFORD II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212537 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM LIVELY OAKS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943194409 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM REEDSPORT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212538 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM YREKA HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943212540 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM EUGENE HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943247154 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM FORT WORTH I HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311520436 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM BEND II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 943260016 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM FORT WORTH II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587415 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM MEDFORD III HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587418 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM ROSEBURG II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311587420 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM GRANTS PASS II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311662259 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM DAVIS HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311662208 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM MYRTLE CREEK II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311715321 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM PORTLAND HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 311780332 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM PORTLAND II HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 300037898 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM CENTRAL POINT HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 300315618 SENIOR HOUSING OR 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 RVM MANSFIELD HOUSING CORPORATION 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 900292647 SENIOR HOUSING TX 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 MIDDLETON GLEN INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 911859494 SENIOR HOUSING WI 501(C)(3) LINE 10 CAPITOL LAKES INC 1 SENIOR HOUSING OF MIDDLETON INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 470825736 SENIOR HOUSING WI 501(C)(3) LINE 10 CAPITOL LAKES INC 1 MIRABELLA AT ASU INC 1 WEST MAIN ST SUITE 303 MEDFORD OR 97501 813784956 SENIOR HOUSING AZ 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 BAY AREA SENIOR SERVICES INC 1 BALDWIN AVENUE SAN MATEO CA 94401 943008774 SENIOR HOUSING CA 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 HAVERLAND CARTER LIFESTYLE GROUP 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 272027950 SENIOR HOUSING NM 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 THE NEIGHBORHOOD IN RIO RANCHO 900 LOMA COLORADO RIO RANCHO NM 87124 471462853 SENIOR HOUSING NM 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 LA VIDA LLENA 10501 LAGRIMA DE ORO NE ALBUQUERQUE NM 87111 850282570 SENIOR HOUSING NM 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 SOMMERSET NEIGHBORHOOD INC 1601 SW 119TH STREET OKLAHOMA CITY OK 73170 810684291 ASSISTED LIVING OK 501(C)(3) LINE 10 PACIFIC RETIREMENT SERVICES INC 1 THE FULL LIFE FOUNDATION 10501 LAGRIMA DE ORO NE ALBUQUERQUE NM 87111 850416157 FUNDRAISING NM 501(C)(3) LINE 12C, III-FI N/A 0 RALSTON CREEK NEIGHBORHOOD INC 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 822174664 NONE NM 501(C)(3) LINE 10 HAVERLAND CARTER LIFESTYLE GROUP 0 THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION 10701 MONTGOMERY BLVD NE STE F ALBUQUERQUE NM 87111 842728227 SUPPORT THE NEIGHBORHOOD AT RIO RANCHO NM 501(C)(3) LINE 7 HAVERLAND CARTER LIFESTYLE GROUP 0 PRS MANAGEMENT INC 1 WEST MAIN STREET SUITE 303 MEDFORD OR 97501 931328250 MANAGEMENT COMPANY OR PACIFIC RETIREMENT SERVICES INC C 10073310 15322388 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 CAPITOL LAKES INC B 600000 CASH ROGUE VALLEY MANOR L 3965465 PERCENTAGE OF REVENUE THE CUMBERLAND REST INC L 261863 PERCENTAGE OF REVENUE CASCADE MANOR INC L 775524 PERCENTAGE OF REVENUE UNIVERSITY RETIREMENT COMMUNITY AT DAVIS L 2087038 PERCENTAGE OF REVENUE HOLLADAY PARK PLAZA L 1222115 PERCENTAGE OF REVENUE CAPITOL LAKES INC L 1199524 PERCENTAGE OF REVENUE MIRABELLA L 2306454 PERCENTAGE OF REVENUE MIRABELLA AT SOUTH WATERFRONT L 1439458 PERCENTAGE OF REVENUE MIRABELLA AT ASU INC L 1466107 PERCENTAGE OF REVENUE BAY AREA SENIOR SERVICES INC L 2566198 PERCENTAGE OF REVENUE LA VIDA LLENA L 3021034 PERCENTAGE OF REVENUE THE NEIGHBORHOOD IN RIO RANCHO L 1031361 PERCENTAGE OF REVENUE PRS MANAGEMENT INC P 17240598 COST ALLOCATION ROGUE VALLEY MANOR Q 789072 COST ALLOCATION THE CUMBERLAND REST INC Q 498528 COST ALLOCATION CASCADE MANOR INC Q 270637 COST ALLOCATION UNIVERSITY RETIREMENT COMMUNITY AT DAVIS Q 414825 COST ALLOCATION HOLLADAY PARK PLAZA Q 353907 COST ALLOCATION CAPITOL LAKES INC Q 489605 COST ALLOCATION MIRABELLA Q 437543 COST ALLOCATION MIRABELLA AT SOUTH WATERFRONT Q 426868 COST ALLOCATION MIRABELLA AT ASU INC Q 473452 COST ALLOCATION BAY AREA SENIOR SERVICES INC Q 347710 COST ALLOCATION LA VIDA LLENA Q 536167 COST ALLOCATION THE NEIGHBORHOOD IN RIO RANCHO Q 414284 COST ALLOCATION RVM EUGENE HOUSING CORPORATION Q 70219 COST ALLOCATION RVM DAVIS HOUSING CORPORATION Q 67931 COST ALLOCATION RVM CENTRAL POINT HOUSING CORPORATION Q 63750 COST ALLOCATION RVM MEDFORD III HOUSING CORPORATION Q 70206 COST ALLOCATION RVM MYRTLE CREEK HOUSING CORPORATION Q 72149 COST ALLOCATION RVM ROSEBURG HOUSING CORPORATION Q 68871 COST ALLOCATION RVM FORT WORTH I HOUSING CORPORATION Q 53126 COST ALLOCATION RVM LIVELY OAKS HOUSING CORPORATION Q 58110 COST ALLOCATION RVM PORTLAND II HOUSING CORPORATION Q 53345 COST ALLOCATION RVM MANSFIELD HOUSING CORPORATION Q 54596 COST ALLOCATION RVM BEND II HOUSING CORPORATION Q 60171 COST ALLOCATION RVM PORTLAND HOUSING CORPORATION Q 58480 COST ALLOCATION RVM HOUSING CORPORATION Q 58961 COST ALLOCATION RVM ASHLAND HOUSING CORPORATION Q 51072 COST ALLOCATION