Civic Intelligence

Panorama Benevolent Fund

990 • Fiscal year 2016 • EIN 23-7191166

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 20, 2017

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

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

69th percentile

7.4%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

9.8%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$8,327,332

Up $573,098 (+7.4%) from 2015

Net Assets

Up

$8,327,332

Up $573,098 (+7.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin92nd percentile

Revenue

Up

$1,039,632

Up $92,954 (+9.8%) from 2015

Expenses

Down

$506,583

Down $77,639 (-13%) from 2015

Net Income

Up

$533,049

Up $170,593 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th 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 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

2016

Assets$8,327,332
Liabilities$0
Net Assets$8,327,332
Open 2016 Filing

Operations Trend

Revenue Growth68th 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 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

2016

Revenue$1,039,632
Expenses$506,583
Net Income$533,049
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 20, 2017
Return Version
2016v3.0
Gross Receipts
$12,266,423
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$7,419,320$8,142,167▲ $722,847
Savings and Temporary Cash Investments$334,914$185,165▼ $149,749
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,754,234$8,327,332▲ $573,098
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,744,481$8,327,332▲ $582,851
Temporarily Rstr Net Assets$9,753--
Total Net Assets Fund Balance$7,754,234$8,327,332▲ $573,098
Total Liabilities and Net Assets / Fund Balance$7,754,234$8,327,332▲ $573,098
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dale VincentPresident
Dave BartruffVice President
Nancy LuckDirector
Anita TurcotteTrustee
Betty Bettencourt DoddsTrustee
Chris EismannTrustee
Jay FelzienTrustee
Judy KonopaskiTrustee
Mary Anne EnnsTrustee
Mary Jo LavinTrustee
Norman WohlkenTrustee
Ruth BrigdenTrustee
Suzanne DahlmanTrustee
April WorksCo-Treasurer
Gloria SicilianoCo-Treasurer
Ruth ShearerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$387,076
Program Service Revenue
$119
Investment Income
$515,307
Other Revenue
$137,130
All Other Contributions
$387,076
Change in Net Assets
$533,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,039,632
Total Revenue per Audited Statements
$1,039,632
Total Revenue per Form 990
$1,039,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$418,508
Grants and Similar Amounts Paid$9,783
Total Fundraising Expense$5,342
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$78,292--$78,292
Fees for Services Accounting-$13,907-$13,907
Grants to Domestic Orgs$9,783--$9,783
All Other Expenses$802$1,776$5,342$7,920
Interest-$6,529-$6,529
Office Expenses-$5,023-$5,023
Other Expenses$260,159$3,614-$3,614
Insurance-$2,190-$2,190
Total Functional Expenses$349,036$152,205$5,342$506,583

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,583
Total Expenses per Audited Statements$506,583
Total Expenses per Form 990$506,583
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Panorama CorporationLacey, WA-Program assistance$9,783
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$153,383
Fundraising Direct Expenses$16,253
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Patio Sales$150,797$150,797$16,253$134,544
Total Events$150,797$150,797$16,253$134,544
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
Yes
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
2017-06-20
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
200

Preparer

Firm
McSwain and Company PS
Address
612 Woodland Square Loop SE Suite 3, Lacey, WA 98503
Preparer
Jeff Hollingsworth CPA
Phone
3603579304
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IRS990/InterestGrp/ManagementAndGeneralAmt06529
IRS990/InterestGrp/TotalAmt06529
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0309612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0309612
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07419320
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08142167
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011210538
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide financial assistance and social assistance to residents of Panorama City, a retirement community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07754234
IRS990/NetAssetsOrFundBalancesEOYAmt08327332
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0205695
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0205695
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0137130
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0137130
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040049
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05023
IRS990/OfficeExpensesGrp/TotalAmt05023
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/Desc2Equipment rent and maintenance
IRS990/OtherExpensesGrp/Desc3Foreign Taxes Paid
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt072088
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23884
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33614
IRS990/OtherExpensesGrp/ProgramServicesAmt0260159
IRS990/OtherExpensesGrp/TotalAmt0332247
IRS990/OtherExpensesGrp/TotalAmt143194
IRS990/OtherExpensesGrp/TotalAmt23884
IRS990/OtherExpensesGrp/TotalAmt33614
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/RelatedOrExemptFuncIncomeAmt095
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124
IRS990/ProgSrvcAccomActy2Grp/Desc0Individuals who required financial assistance were all residents of Panorama City, a retirement community
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt088075
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0144480
IRS990/PYContributionsGrantsAmt0170211
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt039738
IRS990/PYInvestmentIncomeAmt0650538
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0400004
IRS990/PYOtherRevenueAmt0125730
IRS990/PYProgramServiceRevenueAmt0199
IRS990/PYRevenuesLessExpensesAmt0362456
IRS990/PYTotalExpensesAmt0584222
IRS990/PYTotalRevenueAmt0946678
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0533049
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0334914
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0185165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0387171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0170384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01300478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0357094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02341762
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0309612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0248350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0218551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0191489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0146327
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01114329
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67760
IRS990ScheduleA/PublicSupportPY170Pct00.68120
IRS990ScheduleA/PublicSupportTotal170Amt02341762
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0387171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0170384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01300478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0357094
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02341762
IRS990ScheduleA/TotalSupportAmt03456091
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0506583
IRS990ScheduleD/RevenueSubtotalAmt01039632
IRS990ScheduleD/TotalExpensesPerForm990Amt0506583
IRS990ScheduleD/TotalRevenuePerForm990Amt01039632
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01039632
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0506583
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016253

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,327,332
Liabilities
$0
Net assets
$8,327,332
Revenue
$1,039,632
Expenses
$506,583
Net income
$533,049
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
2016Detailed filing. Detailed filing data is available for this year.$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