PACIFIC RETIREMENT SERVICES INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

LARRY BOECK

Phone

8887246424

Tax Period

2023-10-01 to 2024-09-30

PACIFIC RETIREMENT SERVICES INC, founded in 1990, is a mid-sized nonprofit in the Human Services sector that reported $26.3M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $23.4M left a modest 11% surplus.

Mission

PACIFIC RETIREMENT SERVICES' MISSION IS TO EMPOWER PEOPLE TO LEAD MEANINGFUL LIVES AS THEY AGE.

Program Service Accomplishments

Program 1

Expenses: $23,377,682 Revenue: $25,020,608

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $25,020,608

Investment Income $1,331,480

Other Revenue $-63,644

TOTAL REVENUE $26,288,444

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $18,141,076

Fundraising Expenses $0

Program Expenses $23,377,682

Other Expenses $5,226,606

TOTAL EXPENSES $23,377,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,288,444	$19,444,269	+0.4%
Expenses	$23,377,682	$21,248,880	+0.1%
Net Income	$2,910,762	$-1,804,611	-2.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

187

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,731,775

Total Directors

Key Employees

$2,884,701

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC SHOLTY	CEO	38.00	Officer	$842,118	$65,621	$907,739
MARY SCHOEGGL	CFO (THROUGH MARCH 2024)	40.00	Officer	$761,865	$61,762	$823,627
ANTHONY SABATINI	COO	39.00	Key Emp	$522,591	$71,600	$594,191
JOHN HOWL	CSO	40.00	Key Emp	$520,333	$48,485	$568,818
DEBBIE RAYBURN	CHO	40.00	Key Emp	$449,314	$71,536	$520,850
BRUCE ANDERS	CLO	40.00	Key Emp	$380,485	$41,924	$422,409
STEPHEN EICHEN	CIO	40.00	Key Emp	$361,566	$59,350	$420,916
LYNDELL SMITH	CHRO	40.00	Key Emp	$306,630	$50,887	$357,517
SARAH LYNCH	VP, STRATEGIC DEVELOPMENT	40.00	Highest	$278,912	$63,373	$342,285
ADAM PAYN	VP, SALES & COMMUNICATION	40.00	Highest	$273,338	$64,165	$337,503
ERIC MINEART	VP, STRATEGY AND INNOVATION	40.00	Highest	$259,318	$56,620	$315,938
DENA HILTON	EVP, ADMINISTRATION	40.00	Highest	$254,704	$59,611	$314,315
TODD ALBERT	VP, CULINARY SERVICES	40.00	Highest	$250,021	$46,729	$296,750
DIANA JAMISON	CFO (AS OF JANUARY 2024)	40.00	Officer	$409	$0	$409
LARRY BOECK	CHAIR	1.00	Officer Director	$0	$0	$0
LYNN JOHNSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DOUG WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
DOUG SPANI	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG SCHMOR	ASST SECRETARY (THROUGH DEC 2023)	1.00	Officer Director	$0	$0	$0
SUE CENTER	DIRECTOR	1.00	Director	$0	$0	$0
PAM CLAASSEN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
RAY HEYSELL	DIRECTOR	1.00	Director	$0	$0	$0
BOB KERR	DIRECTOR	1.00	Director	$0	$0	$0
BOB MAYERS	DIRECTOR	1.00	Director	$0	$0	$0
JERI RENO	DIRECTOR	1.00	Director	$0	$0	$0
TERRY SHIRROD	DIRECTOR	1.00	Director	$0	$0	$0
BILL VAN VACTOR	DIRECTOR	1.00	Director	$0	$0	$0
ROY VINYARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER TIFF WOOD	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$26,288,444	$23,377,682	$72,418,406	$2,910,762
2023	$19,444,269	$21,248,880	$67,465,747	$-1,804,611
2022	$20,455,151	$18,740,600	$67,270,692	$1,714,551
2021	$19,640,299	$18,052,098	$67,857,184	$1,588,201
2020	$12,051,069	$13,132,443	$72,807,770	$-1,081,374
2019	$10,810,172	$20,034,799	$63,845,894	$-9,224,627
2018	$27,539,367	$22,033,590	$63,740,444	$5,505,777