AUMdb

Pacific Retirement Services Inc

EIN 931067253 · 501(c)(3) · Public charity · Medford, OR · recognized 1982

Assets
$72.4M
Revenue
$26.3M
Expenses
$23.4M
Investment income
$1.3M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Indeed Inc Professional services $790,044
Rodey Dickason Sloan Akin And Robb P Professional services $606,140
Ralley Llc Professional services $441,496
Cliftonlarsonallen Llp Professional services $387,386
10 Louder Media Llc Professional services $286,383

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Eric Sholty Ceo $842,118 $65,621
Mary Schoeggl Cfo (through march 2024) $761,865 $61,762
Anthony Sabatini Coo $522,591 $71,600
John Howl Cso $520,333 $48,485
Debbie Rayburn Cho $449,314 $71,536
Bruce Anders Clo $380,485 $41,924
Stephen Eichen Cio $361,566 $59,350
Lyndell Smith Chro $306,630 $50,887
Sarah Lynch Vp, strategic development $278,912 $63,373
Adam Payn Vp, sales & communication $273,338 $64,165
Eric Mineart Vp, strategy and innovation $259,318 $56,620
Dena Hilton Evp, administration $254,704 $59,611
Todd Albert Vp, culinary services $250,021 $46,729
Diana Jamison Cfo (as of january 2024) $409 $0
Larry Boeck Chair $0 $0
Lynn Johnson Vice chair $0 $0
Doug Wilson Treasurer $0 $0
Doug Spani Secretary $0 $0
Doug Schmor Asst secretary (through dec 2023) $0 $0
Sue Center Director $0 $0
Pam Claassen Director $0 $0
Carol Fischer Director $0 $0
Ray Heysell Director $0 $0
Bob Kerr Director $0 $0
Bob Mayers Director $0 $0
Jeri Reno Director $0 $0
Terry Shirrod Director $0 $0
Bill Van Vactor Director $0 $0
Roy Vinyard Director $0 $0
Christopher Tiff Wood Director $0 $0