Civic Intelligence

Panorama Benevolent Fund

EIN 23-7191166 • 501(c)3 • Lacey, WA

Profile

To provide financial assistance and social assistance to residents of Panorama City, a retirement community.

1751 Circle Lane SELacey, WA 98503

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$13,148,007

Up $2,601,226 (+25%) from 2022

Liabilities

Up

$1,997

Up $124 (+6.6%) from 2022

Net Assets

Up

$13,146,010

Up $2,601,102 (+25%) from 2022

Operations
Liabilities / Revenue8th percentileNet Margin67th percentile

Revenue

Up

$1,378,887

Up $407,187 (+42%) from 2022

Expenses

Up

$1,189,688

Up $448,924 (+61%) from 2022

Net Income

Down

$189,199

Down $41,737 (-18%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $6,352,709Liabilities 2012: $0Net Assets 2012: $6,352,7092012Assets 2013: $7,311,579Liabilities 2013: $0Net Assets 2013: $7,311,5792013Assets 2015: $7,754,234Liabilities 2015: $0Net Assets 2015: $7,754,2342015Assets 2016: $8,327,332Liabilities 2016: $0Net Assets 2016: $8,327,3322016Assets 2017: $9,269,361Liabilities 2017: $0Net Assets 2017: $9,269,3612017Assets 2018: $8,602,716Liabilities 2018: $644Net Assets 2018: $8,602,0722018Assets 2019: $10,469,919Liabilities 2019: $843Net Assets 2019: $10,469,0762019Assets 2020: $11,029,204Liabilities 2020: $129Net Assets 2020: $11,029,0752020Assets 2021: $12,300,067Liabilities 2021: $1,072Net Assets 2021: $12,298,9952021Assets 2022: $10,546,781Liabilities 2022: $1,873Net Assets 2022: $10,544,9082022Assets 2024: $13,148,007Liabilities 2024: $1,997Net Assets 2024: $13,146,0102024

Highlighted filing

2024

Assets$13,148,007
Liabilities$1,997
Net Assets$13,146,010
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $784,3942012Revenue 2013: $990,316Expenses 2013: $441,057Net Income 2013: $549,2592013Revenue 2015: $946,678Expenses 2015: $584,222Net Income 2015: $362,4562015Revenue 2016: $1,039,632Expenses 2016: $506,583Net Income 2016: $533,0492016Revenue 2017: $735,520Expenses 2017: $607,953Net Income 2017: $127,5672017Revenue 2018: $727,947Expenses 2018: $575,501Net Income 2018: $152,4462018Revenue 2019: $1,102,655Expenses 2019: $547,945Net Income 2019: $554,7102019Revenue 2020: $781,127Expenses 2020: $469,137Net Income 2020: $311,9902020Revenue 2021: $1,796,663Expenses 2021: $406,651Net Income 2021: $1,390,0122021Revenue 2022: $971,700Expenses 2022: $740,764Net Income 2022: $230,9362022Revenue 2024: $1,378,887Expenses 2024: $1,189,688Net Income 2024: $189,1992024

Highlighted filing

2024

Revenue$1,378,887
Expenses$1,189,688
Net Income$189,199
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,148,007
Liabilities
$1,997
Net assets
$13,146,010
Revenue
$1,378,887
Expenses
$1,189,688
Net income
$189,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.00$13.1$1.38$1.19$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$0.97$0.74$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$1.80$0.41$1.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$0.78$0.47$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$1.10$0.55$0.55
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$0.00$8.60$0.73$0.58$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.27$0.00$9.27$0.74$0.61$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.33$0.00$8.33$1.04$0.51$0.53
2015Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.95$0.58$0.36
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.99$0.44$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.00$6.35$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.0
Gross Receipts
$3,684,450
Mission and Program Overview

Mission

To provide financial assistance and social assistance to residents of Panorama City, a retirement community.

To provide financial assistance and social assistance to residents of panorama, a retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,173,134$12,998,195▲ $825,061
Cash and Non-Interest-Bearing Accounts$54,431$121,810▲ $67,379
Savings and Temporary Cash Investments$20,416$28,002▲ $7,586
Total Assets$12,247,981$13,148,007▲ $900,026
Liabilities
Accounts Payable and Accrued Expenses$2,664$1,997▼ $667
Total Liabilities$2,664$1,997▼ $667
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,245,317$13,146,010▲ $900,693
Total Net Assets Fund Balance$12,245,317$13,146,010▲ $900,693
Total Liabilities and Net Assets / Fund Balance$12,247,981$13,148,007▲ $900,026
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Bob WattPresident
David AndersonTrustee
Donna KreugerTrustee
Gail MaddenTrustee
Helen SpaldingTrustee
Jim GreenfieldTrustee
Kathy HoustonTrustee
Lu HamacekTrustee
Marcia MclaughlinTrustee
Patricia LashwayTrustee
Paula WillstatterTrustee
Wilma CooperTrustee
Dave BartruffCo-treasurer
Defrance ClarkeCo-treasurer
Tam AldenSecretary
Linda BondurantVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$765,124
Program Service Revenue
$0
Investment Income
$617,213
Other Revenue
$-3,450
All Other Contributions
$746,805
Change in Net Assets
$189,199

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$302,202Fair Market Value
Total Noncash Contributions$302,202-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,318,721
Revenue Not Reported on Financial Statements
$60,166
Revenue Not Reported on Form 990
$711,494
Other Revenue Adjustments
$-3,540
Total Revenue per Audited Statements
$2,030,215
Total Revenue per Form 990
$1,378,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,021,056
Other Expenses$168,632
Total Fundraising Expense$11,360
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$600,000--$600,000
Grants to Domestic Individuals$421,056--$421,056
Fees for Service Investment Mgmnt Fees-$63,706-$63,706
Office Expenses-$12,628-$12,628
Fees for Services Accounting-$10,665-$10,665
Insurance-$2,372-$2,372
Other Expenses-$66,752$1,416$1,416
All Other Expenses-$1,149-$1,149
Total Functional Expenses$1,021,056$157,272$11,360$1,189,688

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,189,688
Total Expenses per Audited Statements$1,129,522
Expenses per Audited Statements$1,125,982
Expenses Not Reported on Financial Statements$63,706
Expenses Not Reported on Form 990$3,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PanoramaLacey, WA501c3Property Purchase$600,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,429
Fundraising Gross Income$15,979
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$34,298$15,979$186$15,793
Total Events$34,298$15,979$19,429$-3,450
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“All residents of panorama are members of the organization. Residents pay a one time fee of 1 to join.”

Form 990, Page 6, Part VI, Line 7A

“The members of the organization elect the board members.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 was reviewed by the organization's board of trustees prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“The board and director sign a conflict of interest statement as part of their orientation and it is updated annually.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Panorama Benevolent Fund
EIN
23-7191166
Phone
3604387556
Address
1751 CIRCLE LANE SE, LACEY, WA 98503

Signing Officer

Name
Defrance Clarke
Title
Co-treasurer
Phone
3604387556
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Watt
Formed
1972
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
110

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising event expense 3,540 fundraising event expense -3,540”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Fundraising event expense -3,540”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising event expense 3,540”

Raw XML AppendixShowing 400 of 494 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrossReceiptsAmt03684450
IRS990/GrossSalesOfInventoryAmt0286313
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE AND SOCIAL ASSISTANCE TO RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SUPPORT REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1RETAIL SALES EXPENSE
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc3TAXES AND LICENSES
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IRS990/OtherExpensesGrp/FundraisingAmt14828
IRS990/OtherExpensesGrp/FundraisingAmt21416
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IRS990/OtherExpensesGrp/TotalAmt31416
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IRS990/PrincipalOfficerNm0BOB WATT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THIS PROGRAM PROVIDES DIRECT ASSISTANCE TO QUALIFIED RESIDENTS WHO ARE UNABLE TO COVER NECESSARY MONTHLY LIVING EXPENSES, INCLUDING MEDICATIONS, MEDICAL CO-PAYS, MEDICAL APPLIANCES, DENTAL CARE, HOME HEALTH CARE, HOUSEKEEPING, INSURANCE, VETERINARY PET CARE, AND ONE-TIME EXPENSES SUCH AS A VEHICLE REPAIR. INDIVIDUALS WHO REQUIRED FINANCIAL ASSISTANCE WERE ALL RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt080139
IRS990/ProgSrvcAccomActy2Grp/GrantAmt080139
IRS990/ProgSrvcAccomActy3Grp/Desc0THIS PROGRAM PROVIDES A SARA PENDANT FOR EACH NEW RESIDENT, REPLACEMENT BATTERIES, AND REPLACEMENT OF DEFECTIVE PENDANTS.
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt028002
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INVENTORY SALES 725,133
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01024172
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0330281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0445031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03085866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0497270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0457972
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0344585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0308884
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01968121
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0323383
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0123701
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IRS990ScheduleA/PublicSupportPY170Pct00.43580
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0330281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0445031
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03085866
IRS990ScheduleA/TotalSupportAmt06081412
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/ExpensesNotReportedAmt03540
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IRS990ScheduleD/ExpensesSubtotalAmt01125982
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt063706
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt060166
IRS990ScheduleD/RevenueSubtotalAmt01318721
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EVENT EXPENSE -3,540
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENT EXPENSE 3,540
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalRevenuePerForm990Amt01378887
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02030215
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt015889
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0186
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0186
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0302347
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt180139
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt238570
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SOCIAL SERVICES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SARA SYSTEM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
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IRS990ScheduleI/RecipientTable/CashGrantAmt0600000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROPERTY PURCHASE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PANORAMA
IRS990ScheduleI/RecipientTable/RecipientEIN0943048988
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01751 CIRCLE LANE SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LACEY
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