2026-08-12T11:21:30-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 472352652 PACIFIC RETIREMENT SERVICES FOUNDATION INC PACI 8887246424 1 WEST MAIN STREET 303 MEDFORD OR 97501 DIANA JAMISON BOARD CHAIR 8887246424 2026-08-10 1 1 KURT BENNION CPA P01469618 4252506100 2026-08-04 2024 2025-03-06 01:10:19Z DIANA JAMISON 1 WEST MAIN STREET 303 MEDFORD OR 97501 317962 0 X WWW.RETIREMENT.ORG X 2014 OR TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES. 4 3 0 3 0 0 102684 217467 0 0 41904 100495 0 0 144588 317962 108994 34590 0 0 0 0 0 0 0 6194 6935 115188 41525 29400 276437 1398076 1277604 145225 262 1252851 1277342 TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES. 0 0 34590 34590 0 TO SUPPORT ACTIVITIES OF PACIFIC RETIREMENT SERVICES, INC. AND ITS AFFILIATES. 34590 1 1 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 3 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X KATRINA BYWATER 5416463300 1 WEST MAIN STREET SUITE 303 MEDFORD OR 97501 ERIC SHOLTY CHAIR 1.00 39.00 X X 0 1307773 50990 RAY HEYSELL SECRETARY/TREASURER 1.00 1.00 X 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 0 1307773 50990 0 0 1 0 0 217467 217467 42777 42777 57718 0 57718 57718 57718 317962 0 0 100495 34590 34590 3396 3396 1882 1882 OTHER FACILITY COST 1382 1382 TAXES 275 275 41525 34590 6935 0 141335 39005 1256741 1238599 1398076 1277604 145225 262 145225 262 X 806543 932635 446308 344707 1252851 1277342 1398076 1277604 276437 -251946 0 X X 0 1 X 1 0 X 142860 70484 176201 102684 217467 709696 142860 70484 176201 102684 217467 709696 60916 648780 20360 25359 28040 37335 42777 153871 863567 0.75130 0.73120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17036 3011 0 20047 14641 3501 1106 17036 14641 1438 1438 14641 14641 2524 2524 14641 14641 2257 2257 14641 0.00000 0.84980 0.15020 0 0 0 DUE TO AFFILIATES 262 262 X PART V, LINE 4: EARNINGS FROM THE ENDOWMENT FUNDS ARE USED TO FURTHER THE FOSTER GRANDPARENT PROGRAM. PART X, LINE 2: THE FOUNDATION 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 FOUNDATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT SEPTEMBER 30, 2025, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. 1 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS AND IS REVIEWED QUARTERLY FOR PROPRIETY. 0 0 0 0 0 0 0 0 0 ERIC SHOLTY CHAIR 0 1307773 0 0 0 0 0 23934 0 27056 0 1358763 0 0 FORM 990, PART VI, SECTION A, LINE 3 PACIFIC RETIREMENT SERVICES FOUNDATION'S BOARD DELEGATES MANAGEMENT DUTIES TO PACIFIC RETIREMENT SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 4 DURING THE FISCAL YEAR, PACIFIC RETIREMENT SERVICES FOUNDATION UPDATED AND RESTATED ITS BYLAWS TO STRENGTHEN MEMBER GOVERNANCE OVERSIGHT BY RESERVING KEY CORPORATE POWERS TO PACIFIC RETIREMENT SERVICES, INC., INCLUDING THE ELECTION AND REMOVAL OF DIRECTORS AND OFFICERS, APPROVAL OF MAJOR CORPORATE ACTIONS, AND AMENDMENT OF GOVERNING DOCUMENTS. THE REVISIONS ALSO ESTABLISH ONE-YEAR DIRECTOR TERMS, ENHANCE MEMBER OVERSIGHT OF BOARD ACTIVITIES, CLARIFY OFFICER ROLES AND APPOINTMENT AUTHORITY, UPDATE CONFLICT-OF-INTEREST PROVISIONS, AND ADD COMPREHENSIVE INDEMNIFICATION AND CHARITABLE DISSOLUTION PROVISIONS. FORM 990, PART VI, SECTION A, LINE 6 PACIFIC RETIREMENT SERVICES FOUNDATION, INC. HAS ONE MEMBER, WHICH IS PACIFIC RETIREMENT SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A PACIFIC RETIREMENT SERVICES, INC. HAS THE AUTHORITY TO ELECT DIRECTORS TO THE PACIFIC RETIREMENT SERVICES FOUNDATION, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS ARE RESERVED TO PACIFIC RETIREMENT SERVICES, INC., THE SOLE MEMBER: (A) ADOPT, AMEND OR RESTATE THE ARTICLES OF INCORPORATION AND/OR BYLAWS OF THE ORGANIZATION; (B) ADOPT, AMEND OR RESTATE THE ORGANIZATION'S LONG-RANGE PLAN, STRATEGIC PLAN OR MISSION STATEMENT; (C) APPROVE ANY MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANOTHER ENTITY, OR ANY PARTIAL OR TOTAL LIQUIDATION OF THE ORGANIZATION'S ASSETS; (D) INCUR ANY DEBT OR ENTER INTO ANY CONTRACT NOT CONTEMPLATED BY THE ANNUAL BUDGET, IF THE DOLLAR AMOUNT EXCEEDS $50,000; (E) MAKE ANY GIFTS OR GRATUITOUS TRANSFERS IN EXCESS OF $5,000 IN ANY CALENDAR YEAR; (T) CREATE A TAXABLE OR TAX-EXEMPT SUBSIDIARY OR AFFILIATED ORGANIZATION; (G) ACQUIRE A CONTROLLING INTEREST IN ANOTHER ENTITY; (H) APPOINT OUTSIDE AUDITORS; (I) ELECT OR APPOINT THE ORGANIZATION'S DIRECTORS INCLUDING THE FILLING OF VACANCIES CAUSED BY THE DEATH, REMOVAL OR RESIGNATION OF A DIRECTOR; AND (J) REMOVE ANY OF THE ORGANIZATION'S DIRECTORS AND OFFICERS. 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 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 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. 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