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MIRABELLA AT ASU INC

TEMPE, AZ · EIN 813784956 · Form 990 · FY2021 · NTEE L22 · Housing & Shelter · Large ($10M-$50M) · www.retirement.org
revenue
$13.4M
expenses
$38.4M
net assets
$-34.1M
employees
221
volunteers
6
program ratio
80%
mission · from form 990

DEVELOPMENT AND OPERATION OF A COMPREHENSIVE CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY.

profile · synthesized from sources

Pacific Retirement Services (PRS) is a nonprofit organization that manages 37 senior living communities, including 25 affordable housing communities across Oregon, California, and Texas. It also operates a Community Volunteer Network in Southern Oregon, providing programs for older adults to volunteer and receive support services. Additionally, PRS has a foundation that supports its various programs and employees.

named programs · 9 · from sources

what they call their work

Age Wise Age Well Peer Counseling
Peer counselors offer compassionate listening and emotional support to adults age 60+ in the Rogue Valley who are facing life challenges
AmeriCorps Seniors RSVP
An umbrella organization for programs engaging volunteers aged 55 and older to serve their local communities, including Call-a-Ride, SHIBA, and Age Wise Age Well Peer Counseling.
Call-A-Ride
Volunteer drivers transport seniors (age 60+) and disabled residents of Jackson County to medical appointments when no other transportation is available
Call-a-Ride
Volunteer drivers transport seniors (age 60+) and disabled residents of Jackson County to medical-related appointments.
Community Housing
Manages 25 affordable housing communities across Oregon, California, and Texas for low-income seniors and families, with rent based on 30% of adjusted income
Foster Grandparent Program
Volunteers age 55+ provide mentoring, emotional support, and companionship to children in schools and community settings in Jackson, Josephine, and Klamath counties; participants receive a tax-free stipend and benefits
PRS HELP Fund
Provides financial assistance to PRS employees during times of hardship, emergency, or unexpected life events
PRS Hardship, Emergency, and Life Program (HELP) Fund
Provides assistance to PRS employees during times of hardship, emergencies, or unexpected life events.
Senior Health Insurance Benefits Assistance (SHIBA)
Trained volunteers provide one-on-one counseling and informational presentations to help seniors navigate Medicare and health insurance options in Jackson, Josephine, and Douglas counties
activities · 8 groups

what they do

  • Volunteer Foster Grandparent Services 9 activities
    • Foster Grandparent Program
      Deploys volunteer foster grandparents to provide non-judgmental assistance to children in schools and non-profit settings, serving between 10 and 40 hours per week in early learning centers, elementary schools, and community settings.
    • Foster Grandparent Program
      Deploys volunteer foster grandparents to serve between 10 and 40 hours per week in early learning centers, elementary schools, and community settings, providing non-judgmental assistance to children.
    • Foster Grandparent Program
      Deploys volunteer foster grandparents to serve 10–40 hours per week in schools, early learning centers, and non-profit settings, providing nurturing support and assistance to children.
    • Foster Grandparent Program
      Deploys volunteer foster grandparents to serve between 10 and 40 hours per week in early learning centers, elementary schools, and community settings, providing non-judgmental assistance to children.
    • Foster Grandparent Program
      Deploys volunteer foster grandparents to serve between 10 and 40 hours per week in early learning centers, elementary schools, and community settings, providing non-judgmental assistance to children.
    • Volunteer Programs for Seniors
      Operates various volunteer programs, including the Foster Grandparent Program, RSVP, SHIBA, and Call-A-Ride, to support older adults. The Foster Grandparent Program deploys volunteers to assist children in schools and non-profit settings, while the Call-A-Ride program provides transportation for seniors to medical appointments.
    • Volunteer Programs for Seniors
      Operates various volunteer programs, including the Foster Grandparent Program, RSVP, and Call-A-Ride. The Foster Grandparent Program deploys volunteers to assist children in schools and non-profit settings, while Call-A-Ride provides transportation for seniors and disabled residents to medical appointments via volunteer drivers.
    • Volunteer engagement programs for older adults
      Operates multiple volunteer programs—including Foster Grandparent Program, RSVP, SHIBA, and Call-A-Ride—that engage older adults in community service, with volunteer foster grandparents serving 10–40 hours per week in schools and early learning centers.
    • Volunteer program coordination
      Operates multiple volunteer programs—including Foster Grandparent Program, RSVP, SHIBA, and Call-A-Ride—to engage older adults in community service and support roles.
  • Affordable Housing with Supportive Services 8 activities
    • Affordable Housing Management
      Manages 25 affordable housing communities for low-income older adults and families across Oregon, California, and Texas, including one community specifically for families in Medford, Oregon. This includes daily operations, routine maintenance, and providing shared amenities.
    • Affordable Housing Management
      Manages 25 affordable housing communities for low-income older adults and families across Oregon, California, and Texas, and one affordable housing community specifically for families in Medford, Oregon. This includes daily operations, routine maintenance, and providing shared amenities.
    • Affordable Housing Management
      Manages 25 affordable housing communities for low-income older adults and families across Oregon, California, and Texas, including one community specifically for families in Medford, Oregon. This includes daily operations, routine maintenance, and providing shared amenities.
    • Affordable Housing Management
      Manages 25 affordable housing communities for low-income older adults and families across Oregon, California, and Texas, including one community specifically for families in Medford, Oregon. This includes daily operations, routine maintenance, and providing shared amenities.
    • Affordable Housing Management
      Manages 25 affordable housing communities for low-income older adults and one for families across Oregon, California, and Texas, with support from the US Department of Housing and Urban Development. These communities include secure senior housing with amenities and on-site management.
    • Affordable housing for families
      Operates one affordable housing community for families in Medford, Oregon, as part of its broader portfolio of affordable housing properties.
    • Affordable housing management for seniors and families
      Manages 25 affordable housing communities across Oregon, California, and Texas, serving low-income older adults and families, including one family-focused community in Medford, Oregon.
    • Affordable senior housing management
      Manages 25 affordable housing communities for low-income older adults across Oregon, California, and Texas, with on-site management teams handling daily operations, maintenance, and resident support; includes secure, amenity-rich buildings with community rooms, gardens, and technology access.
  • Emergency Rental and Utility Assistance 8 activities
    • Benevolence Funds for Residents
      Uses benevolence funds to support residents who outlive their financial resources, enabling them to remain in their communities.
    • Employee Financial Assistance
      Provides financial assistance to employees experiencing hardship, emergencies, or unexpected life events through the HELP Fund.
    • Employee Financial Assistance
      Provides financial assistance to employees experiencing hardship, emergencies, or unexpected life events through the HELP Fund.
    • Employee Financial Assistance (HELP Fund)
      Provides financial assistance to employees experiencing hardship, emergencies, or unexpected life events through the HELP Fund.
    • Employee Financial Assistance and Development
      Provides financial assistance to employees experiencing hardship, emergencies, or unexpected life events through the HELP Fund, and offers employee scholarships and education reimbursement programs to support staff professional development.
    • Employee financial assistance and support
      Provides financial assistance to employees facing hardship, emergencies, or unexpected life events through the HELP Fund, and supports professional development via scholarships and education reimbursement programs.
    • Employee hardship financial assistance
      Provides financial support to employees facing emergencies, hardships, or unexpected life events through the internal HELP Fund.
    • Resident benevolence and financial sustainability support
      Uses benevolence funds to support residents who outlive their financial resources, enabling them to remain in their senior housing communities.
  • Medicare & Health Insurance Counseling with Fraud Protection 8 activities
    • Health Insurance Counseling (SHIBA)
      Offers informational presentations and one-on-one counseling to help individuals navigate health insurance and Medicare, and provides education and support to protect against fraud through the SHIBA program.
    • Health Insurance Counseling (SHIBA)
      Offers informational presentations and one-on-one counseling to help individuals navigate health insurance and Medicare, and provides education and support to protect against fraud through the SHIBA program.
    • Health Insurance Counseling (SHIBA)
      Offers informational presentations and one-on-one counseling to help individuals navigate health insurance and Medicare, and provides education and support to protect against fraud through the SHIBA program.
    • Health Insurance and Medicare Counseling
      Offers informational presentations and one-on-one counseling to help individuals navigate health insurance and Medicare, including education and support to protect against fraud through the SHIBA program.
    • Health Insurance and Medicare Counseling
      Offers informational presentations and one-on-one counseling through the SHIBA program to help individuals navigate health insurance, Medicare, and protect against fraud.
    • Health Insurance and Medicare Counseling
      Offers informational presentations and one-on-one counseling through the SHIBA program to help individuals navigate health insurance and Medicare, and to protect against fraud.
    • Health insurance and Medicare counseling
      Offers informational presentations, one-on-one counseling, and fraud protection support to help seniors navigate health insurance and Medicare through the SHIBA program.
    • Health insurance and Medicare counseling
      Offers informational presentations, one-on-one counseling, and fraud protection support to help seniors navigate health insurance and Medicare through the SHIBA program.
  • Peer Counseling for Older Adults 7 activities
    • Peer Counseling for Seniors
      Operates a peer-counseling program for adults age 60+ in the Rogue Valley, offering compassionate listening and support to seniors experiencing life difficulties through the Age Wise Age Well program.
    • Peer Counseling for Seniors
      Operates a peer-counseling program, Age Wise Age Well, for adults age 60+ in the Rogue Valley, providing compassionate listening and support for those experiencing life difficulties.
    • Peer Counseling for Seniors
      Operates the Age Wise Age Well Peer Counseling program, providing compassionate listening and peer support to adults age 60+ in the Rogue Valley experiencing life difficulties.
    • Peer Counseling for Seniors
      Operates a peer-counseling program, Age Wise Age Well, for adults age 60+ in the Rogue Valley experiencing life difficulties, offering compassionate listening and support.
    • Peer Counseling for Seniors
      Operates a peer-counseling program, Age Wise Age Well, for adults age 60+ in the Rogue Valley experiencing life difficulties, offering compassionate listening and support.
    • Peer counseling for older adults
      Operates a peer-counseling program offering compassionate listening and emotional support to adults age 60+ experiencing life difficulties, such as through the Age Wise Age Well program.
    • Peer counseling for older adults
      Operates a peer-counseling program offering compassionate listening and emotional support to adults age 60+ experiencing life difficulties, including the Age Wise Age Well Peer Counseling program in the Rogue Valley.
  • Non-Emergency Medical & Social Transportation 6 activities
    • Senior Transportation Services
      Provides transportation for seniors and disabled residents to medical and other appointments using volunteer drivers through the Call-A-Ride program.
    • Transportation services for seniors and disabled individuals
      Provides transportation for seniors and disabled residents to medical appointments using volunteer drivers through programs like Call-A-Ride.
    • Transportation services for seniors and disabled individuals
      Provides transportation for seniors and disabled residents to medical appointments and other essential destinations using volunteer drivers through programs such as Call-A-Ride.
    • Volunteer Transportation Services
      Provides transportation for seniors and disabled residents to medical and other appointments via volunteer drivers through the Call-A-Ride program.
    • Volunteer Transportation Services
      Provides transportation for seniors and disabled residents to medical and other appointments via volunteer drivers through the Call-A-Ride program.
    • Volunteer Transportation Services
      Provides transportation for seniors and disabled residents to medical and other appointments via volunteer drivers through programs like Call-A-Ride.
  • Long-Term Care Advocacy & Fraud Prevention 5 activities
    • Senior Living Community Operations
      Operates over 40 senior living organizations, including 12 Life Plan communities, across more than six states, serving nearly 10,000 staff and seniors. These communities maintain a nearly 2-to-1 employee-to-resident ratio and use benevolence funds to support residents who outlive their financial resources.
    • Senior Living Community Operations
      Operates over 40 senior living organizations, including 12 Life Plan communities, across more than six states, supporting nearly 10,000 staff and seniors. These communities maintain a nearly 2-to-1 employee-to-resident ratio and use benevolence funds to support residents who outlive their financial resources.
    • Senior Living Community Operations
      Operates over 40 senior living organizations, including 12 Life Plan communities, across more than six states, supporting nearly 10,000 staff and seniors. These communities maintain a nearly 2-to-1 employee-to-resident ratio and use benevolence funds to support residents who outlive their financial resources.
    • Senior Living Community Operations
      Operates over 40 senior living organizations, including 12 Life Plan communities, across more than six states, supporting nearly 10,000 staff and seniors. These communities maintain a nearly 2-to-1 employee-to-resident ratio and use benevolence funds to support residents who outlive their financial resources.
    • Senior living community operations
      Operates over 40 senior living organizations across more than six states, including Life Plan communities, with a focus on innovation, high staff-to-resident ratios (nearly 2-to-1), and integrated support for staff and residents.
  • Employee Education & Development Support 3 activities
    • Employee Professional Development
      Offers employee scholarships and education reimbursement programs to support staff professional development.
    • Employee Professional Development
      Offers employee scholarships and education reimbursement programs to support staff professional development.
    • Employee Professional Development
      Offers employee scholarships and education reimbursement programs to support staff professional development.
financials · form 990 · fy2021
revenue
Total revenue$13.42M
Contributions & grants$225K2%
Program service revenue$12.56M94%
Investment income$251K2%
Other revenue$384K
expenses
Total expenses$38.42M
Program expenses80%
Admin / overhead20%
Fundraising0%
Salaries & benefits$8.56M
Grants paid out$0
Largest expense lineFacilities
balance sheet
Total assets$272.95M
Cash$33.33M
Investments$0
Liabilities$307.07M
Net assets$-34.12M
Liquid reserves10.4 mo
3 years on record · 2019–2021 · YoY revenue +120.3%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 7
NameTitleHours/wkCompensation
ERIC SHOLTY CHAIR 1 $655K
THOMAS DOROUGH EXECUTIVE DIRECTOR 40 $266K
JULIE THOMPSON HEALTHCARE ADMINISTRATOR 40 $153K
LINDA KUHN SALES COUNSELOR 40 $142K
TRINISE THOMPSON HUMAN RESOURCES DIRECTOR 40 $132K
GLENN STEPP FACILITY SERVICES DIRECTOR 40 $124K
DIANE SCHWARTZ DIRECTOR OF SALES & MARKETING 40 $117K
board members · 6
  • ANTHONY SABATINI — SECRETARY
  • BOB MAYERS — DIRECTOR
  • DANIEL DILLON — DIRECTOR
  • DOUG WILSON — TREASURER
  • JEFF ROBERTS — DIRECTOR
  • VIRGINIA DESANTO — DIRECTOR
relationships · 11

who they work with

  • AmeriCorps Seniors Government — Federally funded partner partially supporting the Foster Grandparent Program and overseeing RSVP programs.
  • AmeriCorps Seniors Partner — Collaborates with CVN to engage volunteers age 55+ in community service.
  • Anna May Family Foundation Partner — Supports Community Volunteer Network programs through funding or collaboration.
  • Pacific Retirement Services, Inc. Government — Sponsors Community Volunteer Network (CVN) as its sole member organization.
  • Rogue Valley Transportation District Partner — Partner in supporting transportation services for seniors through the Call-a-Ride program.
  • Senior and Disability Services Partner — Collaborates with Community Volunteer Network to support seniors in Southern Oregon.
  • U.S. Department of Housing and Urban Development Government — Federal partner providing subsidies and conducting management reviews for affordable housing communities.
  • U.S. Department of Housing and Urban Development Government — Recognized PRS with superior management ratings for its affordable housing communities.
  • US Department of Housing and Urban Development Government — Provides support for the management of 25 non-profit affordable housing communities operated by PRS.
  • United Way of Jackson County Partner — Collaborates with Community Volunteer Network to support volunteer programs in Southern Oregon.
  • University Retirement Community Partner — Adjacent continuing care retirement community whose services and amenities are accessible to Shasta Point residents.