Civic Intelligence

Panorama Benevolent Fund

990 • Fiscal year 2017 • EIN 23-7191166

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

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

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-29%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,269,361

Up $942,029 (+11%) from 2016

Net Assets

Up

$9,269,361

Up $942,029 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin76th percentile

Revenue

Down

$735,520

Down $304,112 (-29%) from 2016

Expenses

Up

$607,953

Up $101,370 (+20%) from 2016

Net Income

Down

$127,567

Down $405,482 (-76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$9,269,361
Liabilities$0
Net Assets$9,269,361
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$735,520
Expenses$607,953
Net Income$127,567
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,057,248
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$8,142,167$9,011,384▲ $869,217
Savings and Temporary Cash Investments$185,165$257,977▲ $72,812
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$8,327,332$9,269,361▲ $942,029
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,327,332$9,269,361▲ $942,029
Total Net Assets Fund Balance$8,327,332$9,269,361▲ $942,029
Total Liabilities and Net Assets / Fund Balance$8,327,332$9,269,361▲ $942,029
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Norman WohlkenPresident
Dave BartruffVice President
Bill HuntTrustee
Carol De MersTrustee
Cynthia DanielsTrustee
Diane StilesTrustee
Gail MaddenTrustee
Jay FelzienTrustee
Richard KoebTrustee
Roxanne CobbTrustee
Ruth BrigdenTrustee
April WorksCo-Treasurer
Don WhitingCo-Treasurer
Nancy LuckSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$310,248
Program Service Revenue
$91
Investment Income
$309,784
Other Revenue
$115,397
All Other Contributions
$310,248
Change in Net Assets
$127,567

Audited Revenue Reconciliation

Revenue per Audited Statements
$735,520
Total Revenue per Audited Statements
$735,520
Total Revenue per Form 990
$735,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,351
Total Fundraising Expense$9,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$188,602--$188,602
All Other Expenses-$7,939$3,916$11,855
Fees for Services Accounting-$10,303-$10,303
Office Expenses-$6,550-$6,550
Other Expenses$246,283$10,506$5,546$5,546
Insurance-$2,253-$2,253
Interest-$1,258-$1,258
Conferences and Meetings-$333-$333
Total Functional Expenses$434,885$163,606$9,462$607,953

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$607,953
Total Expenses per Audited Statements$607,953
Total Expenses per Form 990$607,953
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$148,195
Fundraising Direct Expenses$32,798
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Patio Sales$143,101$143,101$32,798$110,303
Book sales$5,094$5,094-$5,094
Total Events$148,195$148,195$32,798$115,397
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
Don Whiting
Title
Co-Treasurer
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
200

Preparer

Firm
McSwain and Company PS
Address
612 Woodland Square Loop SE Suite 3, Lacey, WA 98503
Preparer
Charles A McSwain CPA
Phone
3603579304
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IRS990/NetAssetsOrFundBalancesBOYAmt08327332
IRS990/NetAssetsOrFundBalancesEOYAmt09269361
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08098
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08098
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0115397
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0115397
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0814492
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06550
IRS990/OfficeExpensesGrp/TotalAmt06550
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/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Fundraising expense
IRS990/OtherExpensesGrp/FundraisingAmt05546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt080507
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143957
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210506
IRS990/OtherExpensesGrp/ProgramServicesAmt0246283
IRS990/OtherExpensesGrp/TotalAmt0326790
IRS990/OtherExpensesGrp/TotalAmt143957
IRS990/OtherExpensesGrp/TotalAmt210506
IRS990/OtherExpensesGrp/TotalAmt35546
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/PriorPeriodAdjustmentsAmt0-30
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt091
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt091
IRS990/ProgSrvcAccomActy2Grp/Desc0Individuals who required financial assistance were all residents of Panorama City, a retirement community
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0188602
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt078292
IRS990/PYContributionsGrantsAmt0387076
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt09783
IRS990/PYInvestmentIncomeAmt0515307
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0418508
IRS990/PYOtherRevenueAmt0137130
IRS990/PYProgramServiceRevenueAmt0119
IRS990/PYRevenuesLessExpensesAmt0533049
IRS990/PYTotalExpensesAmt0506583
IRS990/PYTotalRevenueAmt01039632
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0127567
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0185165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0257977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0310339
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0387171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0170384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01300478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02295007
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0301686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0309612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0248350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0218551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0191489
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01269688
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64380
IRS990ScheduleA/PublicSupportPY170Pct00.67760
IRS990ScheduleA/PublicSupportTotal170Amt02295007
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0310339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0387171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0170384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01300478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126635
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02295007
IRS990ScheduleA/TotalSupportAmt03564695
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0607953
IRS990ScheduleD/RevenueSubtotalAmt0735520
IRS990ScheduleD/TotalExpensesPerForm990Amt0607953
IRS990ScheduleD/TotalRevenuePerForm990Amt0735520
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0735520
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0607953
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032798
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Patio Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0143101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0148195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0143101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0148195
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0115397
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032798
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All residence of Panorama City are members of the Organization. Residents pay a one time fee of $1 to join.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 was reviewed by the Organization's Board of Directors prior to filing with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,269,361
Liabilities
$0
Net assets
$9,269,361
Revenue
$735,520
Expenses
$607,953
Net income
$127,567
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
2017Detailed filing. Detailed filing data is available for this year.$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