PACIFIC RETIREMENT SERVICES FOUNDATION INC
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text PACIFIC RETIREMENT SERVICES FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/pacific-retirement-services-foundation-inc-472352652. Retrieved 2026-11-11.
APA furp.org. (n.d.). PACIFIC RETIREMENT SERVICES FOUNDATION INC [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 11, 2026, from https://furp.org/org/pacific-retirement-services-foundation-inc-472352652
MLA “PACIFIC RETIREMENT SERVICES FOUNDATION INC.” furp.org, tax years 2015–2024, https://furp.org/org/pacific-retirement-services-foundation-inc-472352652. Accessed 11 Nov. 2026.
Retrieved 2026-11-11; covers tax years 2015–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $318K · expenses $42K · assets $1.3M
- Also known as
- INC
- EIN
- 47-2352652
- Address
- 1 W MAIN ST STE 303, MEDFORD, OR 97501-2796
- Website
- WWW.RETIREMENT.ORG
- NTEE code
- T12 Fund Raising and Fund Distribution (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 2015 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Principal officer
- BRIAN MCLEMORE (its 2014 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2014 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Eric Sholty | CHAIR | 2020-2024 | $1,358,763 | $4,182,082 | 3 |
| Brian Mclemore (former) | CHAIR | 2015-2018 | $744,289 | $2,674,847 | 6 |
| Brian Mclemore Left During Fy (former) | MEMBER | 2019 | $759,429 | $759,429 | 1 |
Officers and directors, no compensation reported
7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Roy Vinyard | DIRECTOR | 2024 | 1 | $0 reported | 10 |
| Bill Van Vactor | DIRECTOR | 2024 | 1 | $0 reported | 4 |
| Ray Heysell | SECRETARY/TREASURER | 2024 | 1 | $0 reported | 4 |
| William D Thorndike Jr (former) | VICE CHAIR | 2018-2023 | 1 | $0 reported | 4 |
| Carolyn Lyn Hennion (former) | SECRETARY/TREASURER | 2016-2023 | 1 | $0 reported | 2 |
| William D Thorndike (former) | VICE CHAIR | 2015-2017 | 1 | $0 reported | 2 |
| Lyn Hennion (former) | SECRETARY/TREASURER | 2015 | 1 | $0 reported | 4 |
People by year
2024 · 4 people listed · 1 paid, $1.4M · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR | 1 | $0 | $1,307,773 | $50,990 | $1,358,763 | 3 |
| RAY HEYSELL | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| BILL VAN VACTOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ROY VINYARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
2023 · 3 people listed · 1 paid, $908K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR | 1 | $0 | $842,118 | $65,621 | $907,739 | 3 |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 3 people listed · 1 paid, $808K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR | 1 | $0 | $773,872 | $34,323 | $808,195 | 3 |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 3 people listed · 1 paid, $655K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR | 1 | $0 | $599,699 | $55,427 | $655,126 | 3 |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 3 people listed · 1 paid, $452K · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SHOLTY | CHAIR | 1 | $0 | $407,385 | $44,874 | $452,259 | 3 |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 3 people listed · 1 paid, $759K · 0 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE LEFT DURING FY | MEMBER | 1 | $0 | $709,072 | $50,357 | $759,429 | 1 |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 3 people listed · 1 paid, $744K · 0 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE | CHAIR | 1 | $0 | $657,512 | $86,777 | $744,289 | 6 |
| WILLIAM THORNDIKE JR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 3 people listed · 1 paid, $728K · 0 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE | CHAIR | 1 | $0 | $673,575 | $54,543 | $728,118 | 6 |
| WILLIAM D THORNDIKE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 3 people listed · 1 paid, $616K · 0 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE | CHAIR | 1 | $0 | $569,660 | $46,609 | $616,269 | 6 |
| WILLIAM D THORNDIKE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 3 people listed · 1 paid, $586K · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN MCLEMORE | CHAIR | 1 | $0 | $537,933 | $48,238 | $586,171 | 6 |
| WILLIAM D THORNDIKE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| LYN HENNION | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2023 · 1 grant to organizations · $101K
Listed grants add up to $101,059; the return's “grants paid” expense line says $108,994. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 3 grants to organizations · $56K
Listed grants add up to $56,036; the return's “grants paid” expense line says $51,218. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 1 grant to organizations · $30K
2018 · 1 grant to organizations · $38K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $317,962 | $41,525 | $1,277,604 | $1,277,342 | $217,467 | $0 | $0 | 0 | 3 |
| 2023 · Form 990 | ||||||||
| $144,588 | $115,188 | $1,398,076 | $1,252,851 | $102,684 | $0 | $0 | 0 | 2 |
| 2022 · Form 990 | ||||||||
| $88,794 | $57,262 | $1,092,365 | $1,056,802 | $176,201 | $0 | $0 | 0 | 2 |
| 2021 · Form 990 | ||||||||
| -$58,496 | $30,448 | $977,991 | $969,303 | $70,484 | $0 | $0 | 0 | 2 |
| 2020 · Form 990 | ||||||||
| $186,370 | $66,883 | $1,301,440 | $1,248,458 | $142,860 | $0 | $0 | 0 | 2 |
| 2019 · Form 990 | ||||||||
| -$7,658 | $65,282 | $905,975 | $899,775 | $19,043 | $0 | $0 | 0 | 40 |
| 2018 · Form 990 | ||||||||
| $236,332 | $216,787 | $1,066,026 | $992,758 | $268,847 | $0 | $0 | 0 | 40 |
| 2017 · Form 990 | ||||||||
| $322,587 | $204,500 | $1,057,358 | $970,350 | $253,862 | $0 | $0 | 0 | 40 |
| 2016 · Form 990 | ||||||||
| $176,041 | $124,959 | $1,016,656 | $924,411 | $130,771 | $0 | $0 | 0 | 40 |
| 2015 · Form 990 | ||||||||
| $859,937 | $61,012 | $881,349 | $832,084 | $799,399 | $0 | $0 | 0 | 25 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- PACIFIC RETIREMENT SERVICES INC Medford, OR · 4 people in common (Bill Van Vactor, Eric Sholty, Ray Heysell) · related organization (Schedule R)
- ASANTE Medford, OR · 2 people in common (Ray Heysell, Roy Vinyard)
- ASANTE PHYSICIAN PARTNERS Medford, OR · 1 person in common (Roy Vinyard)
- ROGUE VALLEY MANOR Medford, OR · 1 person in common (Ray Heysell)
- OREGON SHAKESPEARE FESTIVAL ASSOCIATION Ashland, OR · 1 person in common (Roy Vinyard)
- MIRABELLA AT ASU INC Tempe, AZ · 1 person in common (Eric Sholty)
- CASCADE MANOR INC Eugene, OR · 1 person in common (Bill Van Vactor)
- OREGON ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS Tigard, OR · 1 person in common (Roy Vinyard)
- ASANTE FOUNDATION Medford, OR · 1 person in common (Roy Vinyard)
- OREGON HEALTH LEADERSHIP COUNCIL Portland, OR · 1 person in common (Roy Vinyard)
- CASCADE MANOR FOUNDATION INC Eugene, OR · 1 person in common (Bill Van Vactor) · related organization (Schedule R)
- JEFFERSON REGIONAL HEALTH ALLIANCE Medford, OR · 1 person in common (Roy Vinyard)
- OREGON ASSOCIATION OF HOSPITAL RESEARCH AND EDUCATION FOUNDATION Tigard, OR · 1 person in common (Roy Vinyard)
- MIRABELLA AT SOUTH WATERFRONT Portland, OR · related organization (Schedule R)
- CAPITOL LAKES INC Madison, WI · related organization (Schedule R)
- HOLLADAY PARK PLAZA INC Portland, OR · related organization (Schedule R)
- BAY AREA SENIOR SERVICES INC San Mateo, CA · related organization (Schedule R)
- SOMMERSET NEIGHBORHOOD INCORPORATED Oklahoma City, OK · related organization (Schedule R)
- COMMUNITY VOLUNTEER NETWORK Medford, OR · related organization (Schedule R)
- RVM DAVIS HOUSING CORPORATION Medford, OR · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $803,139 in all, tax years 2015 to 2015. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| ROGUE VALLEY MANOR MEMORIAL FOUNDATION | $803,139 | 1 | $803,139 | 2015 | 2015 | Public charity | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FRIENDS OF HAWAII CHARITIES INC | OR | T12 | $379,193 | $649,948 | PRESIDENT/EX | $0 | Same NTEE code T12, revenue within 2x, same state |
| BLUM FAMILY FOUNDATION | OR | T12 | $443,124 | $455,775 | President | $0 | Same NTEE code T12, revenue within 2x, same state |
| SUNRIVER WOMENS CLUB | OR | T12 | $253,981 | $223,473 | VP Communicatio | $0 | Same NTEE code T12, revenue within 2x, same state |
| REAL SERVICES FOUNDATION INC | IN | T12 | $300,269 | $274,278 | PRESIDENT/CE | $173,402 | Same NTEE code T12, revenue within 2x, similar name |
| ACACIA NETWORK FOUNDATION | NY | T12 | $298,296 | $67,070 | President | $998,427 | Same NTEE code T12, revenue within 2x, similar mission |
| OPES CHARITABLE FOUNDATION INC | MO | T12 | $517,787 | $352,025 | VICE PRESIDENT | $0 | Same NTEE code T12, revenue within 2x |
| REALVEST FOUNDATION | WA | T12 | $303,483 | $280,500 | Chair | $301,270 | Same NTEE code T12, revenue within 2x |
| THE KITCHEN FOUNDATION INC | MO | T12 | $271,856 | $381,008 | TRUSTEE | $0 | Same NTEE code T12, revenue within 2x |
| FOX CARES FOUNDATION INC | WI | T12 | $228,624 | $177,039 | Executive Dir | $0 | Same NTEE code T12, revenue within 2x |
| BRENTWOOD SCHOOL FOUNDATION INC | GA | T12 | $457,138 | $456,224 | CHAIRMAN | $0 | Same NTEE code T12, revenue within 2x |
| HENRYS HEROES FOUNDATION INC | IL | T12 | $270,267 | $189,943 | PRESIDENT | $0 | Same NTEE code T12, revenue within 2x |
| AMI FOUNDATION INC | NJ | T12 | $225,384 | $177,040 | VICE PRESIDENT | $0 | Same NTEE code T12, revenue within 2x |
| BJS RESTAURANTS FOUNDATION INC | CA | T12 | $333,920 | $312,794 | VICE PRESIDENT | $0 | Same NTEE code T12, revenue within 2x |
| FANTHEM FOUNDATION INC | MA | T12 | $393,646 | $401,319 | PRESIDENT/CEO | $0 | Same NTEE code T12, revenue within 2x |
| SK FOUNDATION USA INC | TN | T12 | $331,741 | $555,241 | MEMBER | $0 | Same NTEE code T12, revenue within 2x |
| JAMES KRYSTALLA FOUNDATION INC | NJ | T12 | $474,104 | $460,884 | TRUSTEE | $0 | Same NTEE code T12, revenue within 2x |
| PRIVATE EQUITY FOUNDATION I INC | NY | T12 | $240,500 | $921,228 | DIRECTOR | $0 | Same NTEE code T12, revenue within 2x |
| FOUNDATION OF THE ARC OF THE UNITED STATES | DC | T12 | $376,174 | $578,192 | CHIEF EXECUTIVE OFFICER | $583,967 | Same NTEE code T12, revenue within 2x |
| MILFORD LIONS CLUB SERVICE FOUNDATION INC | DE | T12 | $295,438 | $267,625 | PRESIDENT | $0 | Same NTEE code T12, revenue within 2x |
| RASM REALTORS CHARITABLE FOUNDATION INC | FL | T12 | $311,543 | $347,000 | CEO | $245,503 | Same NTEE code T12, revenue within 2x |
| HOPE REIGNS CHARITY FOUNDATION INC | CA | T12 | $264,052 | $280,551 | MEMBER | $170,053 | Same NTEE code T12, revenue within 2x |
| GOODWILL INDUSTRIES FOUNDATION OF GREATER NEBRASKA INC | NE | T12 | $442,996 | $351,214 | VICE CHAIR | $0 | Same NTEE code T12, revenue within 2x |
| MIND SPRINGS FOUNDATION INC | CO | T12 | $380,850 | $262,701 | MEMBER | $0 | Same NTEE code T12, revenue within 2x |
| RENEE PARKER MONIHAN FOUNDATION INC | NJ | T12 | $229,256 | $239,957 | TRUSTEE | $0 | Same NTEE code T12, revenue within 2x |
| INDY HUB FOUNDATION INC | IN | T12 | $228,023 | $248,172 | PRESIDENT | $100,000 | Same NTEE code T12, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $41,525 spent · pay $0 · grants $34,590 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $34,590 | $34,590 | - | - | 83.3% | |
| Fees: investment management | $3,396 | - | $3,396 | - | 8.2% | |
| Fees: other services | $1,882 | - | $1,882 | - | 4.5% | |
| Other (as described) | OTHER FACILITY COST | $1,382 | - | $1,382 | - | 3.3% |
| Other (as described) | TAXES | $275 | - | $275 | - | 0.7% |
| Total | $41,525 | 100% |
2023 · Form 990 · $115,188 spent · pay $0 · grants $108,994 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $108,994 | $108,994 | - | - | 94.6% | |
| Fees: other services | $3,021 | - | $3,021 | - | 2.6% | |
| Fees: investment management | $2,973 | - | $2,973 | - | 2.6% | |
| Insurance | $200 | - | $200 | - | 0.2% | |
| Total | $115,188 | 100% |
2022 · Form 990 · $57,262 spent · pay $0 · grants $51,218 · events $137,999
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $51,218 | $51,218 | - | - | 89.4% | |
| Fees: investment management | $3,310 | - | $3,310 | - | 5.8% | |
| Fees: other services | $1,838 | - | $1,838 | - | 3.2% | |
| Other (as described) | BANK SERVICE CHARGES | $521 | - | $521 | - | 0.9% |
| Other (as described) | DUES & SUBSCRIPTIONS | $297 | - | $297 | - | 0.5% |
| Insurance | $78 | $78 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $0 | $137,999 | reported apart | |||
| Total | $57,262 | 100% |
2021 · Form 990 · $30,448 spent · pay $0 · grants $0 · events $159,137
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $23,857 | $23,857 | - | - | 78.4% |
| Fees: investment management | $3,370 | - | $3,370 | - | 11.1% | |
| Fees: other services | $1,550 | - | $1,550 | - | 5.1% | |
| Other (as described) | BANK SERVICE CHARGES | $1,193 | - | $1,193 | - | 3.9% |
| Other (as described) | DUES & SUBSCRIPTIONS | $324 | - | $324 | - | 1.1% |
| Insurance | $138 | $138 | - | - | 0.5% | |
| Advertising and promotion | $16 | - | $16 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $0 | $159,137 | reported apart | |||
| Total | $30,448 | 100% |
2020 · Form 990 · $66,883 spent · pay $0 · grants $30,148 · events $671
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $31,346 | $31,346 | - | - | 46.9% |
| Grants to US organizations and governments | $30,148 | $30,148 | - | - | 45.1% | |
| Fees: investment management | $2,433 | - | $2,433 | - | 3.6% | |
| Fees: other services | $1,550 | - | $1,550 | - | 2.3% | |
| Other (as described) | BANK SERVICE CHARGES | $1,150 | - | $1,150 | - | 1.7% |
| Other (as described) | DUES & SUBSCRIPTIONS | $160 | - | $160 | - | 0.2% |
| Insurance | $96 | $96 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $0 | $671 | reported apart | |||
| Total | $66,883 | 100% |
2019 · Form 990 · $65,282 spent · pay $0 · grants $0 · events $29,046
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $61,903 | $61,903 | - | - | 94.8% |
| Fees: other services | $1,550 | - | $1,550 | - | 2.4% | |
| Fees: investment management | $958 | - | $958 | - | 1.5% | |
| Other (as described) | BANK SERVICE CHARGES | $785 | - | $785 | - | 1.2% |
| Insurance | $86 | $86 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $0 | $29,046 | reported apart | |||
| Total | $65,282 | 100% |
2018 · Form 990 · $216,787 spent · pay $0 · grants $38,400 · events $46,980
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $173,131 | $173,131 | - | - | 79.9% |
| Grants to US organizations and governments | $38,400 | $38,400 | - | - | 17.7% | |
| Fees: investment management | $2,107 | - | $2,107 | - | 1.0% | |
| Fees: other services | $1,500 | - | $1,500 | - | 0.7% | |
| Office expenses | $1,216 | - | $1,216 | - | 0.6% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $347 | - | $347 | - | 0.2% |
| Insurance | $86 | $86 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $0 | $46,980 | reported apart | |||
| Total | $216,787 | 100% |
2017 · Form 990 · $204,500 spent · pay $0 · grants $2,500 · events $49,641
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $198,240 | $198,240 | - | - | 96.9% |
| Grants to US organizations and governments | $2,500 | $2,500 | - | - | 1.2% | |
| Fees: other services | $1,500 | - | $1,500 | - | 0.7% | |
| Office expenses | $1,217 | - | $1,217 | - | 0.6% | |
| Fees: investment management | $607 | - | $607 | - | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $342 | - | $342 | - | 0.2% |
| Insurance | $94 | $94 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $0 | $49,641 | reported apart | |||
| Total | $204,500 | 100% |
2016 · Form 990 · $124,959 spent · pay $0 · grants $0 · events $54,311
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $120,825 | $120,825 | - | - | 96.7% |
| Fees: other services | $1,500 | - | $1,500 | - | 1.2% | |
| Office expenses | $1,222 | - | $1,222 | - | 1.0% | |
| Fees: investment management | $852 | - | $852 | - | 0.7% | |
| Other (as described) | OTHER FACILITY SERVICE | $303 | - | $303 | - | 0.2% |
| Advertising and promotion | $167 | - | $167 | - | 0.1% | |
| Insurance | $90 | $90 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $60,394 | $54,311 | reported apart | |||
| Total | $124,959 | 100% |
2015 · Form 990 · $61,012 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM FUND EXPENSES | $56,417 | $56,417 | - | - | 92.5% |
| Fees: legal | $2,896 | - | $2,896 | - | 4.7% | |
| Other (as described) | OTHER FACILITY SERVICE | $810 | - | $810 | - | 1.3% |
| Office expenses | $519 | - | $519 | - | 0.9% | |
| Fees: investment management | $370 | - | $370 | - | 0.6% | |
| Total | $61,012 | 100% |
State business registration
- PACIFIC RETIREMENT SERVICES FOUNDATION, INC. OR, DOMESTIC NONPROFIT CORPORATION, Active, formed 2014-06-10
The same business name in the same state, from the state’s official registry data.
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