Civic Intelligence

Panorama Benevolent Fund

990 • Fiscal year 2014 • EIN 23-7191166

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 11, 2015

Organization ProfileN/A
1751 Circle Lane SELacey, WA 98503

(360) 438-7556

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

100%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$8,123,455

Up $811,876 (+11%) from 2013

Net Assets

Up

$8,123,455

Up $811,876 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin91st percentile

Revenue

Up

$1,978,705

Up $988,389 (+100%) from 2013

Expenses

Up

$980,248

Up $539,191 (+122%) from 2013

Net Income

Up

$998,457

Up $449,198 (+82%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 2014: $8,123,455Liabilities 2014: $0Net Assets 2014: $8,123,4552014Assets 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

2014

Assets$8,123,455
Liabilities$0
Net Assets$8,123,455
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $784,3942012Revenue 2013: $990,316Expenses 2013: $441,057Net Income 2013: $549,2592013Revenue 2014: $1,978,705Expenses 2014: $980,248Net Income 2014: $998,4572014Revenue 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

2014

Revenue$1,978,705
Expenses$980,248
Net Income$998,457
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 11, 2015
Return Version
2014v5.0
Gross Receipts
$6,397,775
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,433,773$7,453,268▲ $1,019,495
Savings and Temporary Cash Investments$814,612$670,187▼ $144,425
Land, Buildings, and Equipment, Net$63,194$0▼ $63,194
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,311,579$8,123,455▲ $811,876
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,300,711$8,112,587▲ $811,876
Temporarily Rstr Net Assets$10,868$10,868→ $0
Total Net Assets Fund Balance$7,311,579$8,123,455▲ $811,876
Total Liabilities and Net Assets / Fund Balance$7,311,579$8,123,455▲ $811,876
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Suzanne DahlmanPresident
Peg CloutierVice President
Bob DeglerTrustee
Carol LambertTrustee
David GoodTrustee
Gail MaddenTrustee
Jay FelzienTrustee
Mary Anne EnnsTrustee
Mary Jo lavinTrustee
Ruth ShearerTrustee
Susan BallardTrustee
Nancy LuckSecretary
Gloria SicilianoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,300,409
Program Service Revenue
$133
Investment Income
$554,323
Other Revenue
$123,840
All Other Contributions
$1,300,409
Change in Net Assets
$998,457

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,978,705
Revenue Not Reported on Form 990
$-186,581
Total Revenue per Audited Statements
$1,792,124
Total Revenue per Form 990
$1,978,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$479,309
Other Expenses$360,743
Total Fundraising Expense$16,825
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$479,309--$479,309
Benefits to Members$140,196--$140,196
All Other Expenses-$12,922$5,379$18,301
Interest-$17,482-$17,482
Fees for Services Accounting-$10,039-$10,039
Other Expenses$187,749$5,301$11,446$5,301
Insurance-$2,116-$2,116
Total Functional Expenses$807,254$156,169$16,825$980,248

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$980,248
Total Expenses per Audited Statements$980,248
Total Expenses per Form 990$980,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Panorama City CorporationLacey, WA-Program assistance$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$132,780
Fundraising Direct Expenses$8,940
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Patio Sales$132,780$132,780$8,940$123,840
Total Events$132,780$132,780$8,940$123,840
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“All residence of Panorama City are members of the Organization. Residents pay a one time fee of $1 to join.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was reviewed by the Organization's Board of Directors prior to filing with the Internal Revenue Service.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Gloria Siciliano
Title
Treasurer
Signed
2015-06-11
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
200

Preparer

Firm
McSwain and Company PS
Address
612 Woodland Square Loop SE Suite 3, Lacey, WA 98503
Preparer
Joanne Krusz CPA
Phone
3603579304
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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/NetAssetsOrFundBalancesBOYAmt07311579
IRS990/NetAssetsOrFundBalancesEOYAmt08123455
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0335772
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0335772
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0123840
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0123840
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-186581
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Reimbursements
IRS990/OtherExpensesGrp/Desc1Investment Advisory Fees
IRS990/OtherExpensesGrp/Desc2Taxes and licenses
IRS990/OtherExpensesGrp/Desc3Equipment rent and maintenance
IRS990/OtherExpensesGrp/FundraisingAmt011446
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt177060
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt240
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35301
IRS990/OtherExpensesGrp/ProgramServicesAmt0187749
IRS990/OtherExpensesGrp/TotalAmt0218958
IRS990/OtherExpensesGrp/TotalAmt177060
IRS990/OtherExpensesGrp/TotalAmt211486
IRS990/OtherExpensesGrp/TotalAmt35301
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1SARA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt164
IRS990/ProgSrvcAccomActy2Grp/Desc0Individuals who required financial assistance were all residents of Panorama City, a retirement community
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0140196
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0101242
IRS990/PYContributionsGrantsAmt0126566
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0685871
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0339815
IRS990/PYOtherRevenueAmt0143570
IRS990/PYProgramServiceRevenueAmt034309
IRS990/PYRevenuesLessExpensesAmt0549259
IRS990/PYTotalExpensesAmt0441057
IRS990/PYTotalRevenueAmt0990316
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0998457
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0814612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0670187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01300478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0357094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0152256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0269642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02206105
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0218551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0191489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0181257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0196107
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0933731
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70260
IRS990ScheduleA/PublicSupportPY170Pct00.53700
IRS990ScheduleA/PublicSupportTotal170Amt02206105
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01300478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0357094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0152256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0269642
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02206105
IRS990ScheduleA/TotalSupportAmt03139836
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0980248
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-186581
IRS990ScheduleD/RevenueNotReportedAmt0-186581
IRS990ScheduleD/RevenueSubtotalAmt01978705
IRS990ScheduleD/TotalExpensesPerForm990Amt0980248
IRS990ScheduleD/TotalRevenuePerForm990Amt01978705
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01792124
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0980248
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08940
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Patio Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0132780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0132780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0132780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0132780
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0123840
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08940
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08940
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0479309
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Barn donation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Panorama City Corporation
IRS990ScheduleI/RecipientTable/RecipientEIN0943048988
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01751 Circle Ln SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lacey
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098503
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Cost of construction
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,123,455
Liabilities
$0
Net assets
$8,123,455
Revenue
$1,978,705
Expenses
$980,248
Net income
$998,457
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
2014Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$1.98$0.98$1.00
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