Civic Intelligence

Panorama Benevolent Fund

990 • Fiscal year 2019 • EIN 23-7191166

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 07, 2020

Organization ProfilePANORAMABENEVOLENTFUND.ORG
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

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

51%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,469,919

Up $1,867,203 (+22%) from 2018

Net Assets

Up

$10,469,076

Up $1,867,004 (+22%) from 2018

Liabilities

Up

$843

Up $199 (+31%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$1,102,655

Up $374,708 (+51%) from 2018

Expenses

Down

$547,945

Down $27,556 (-4.8%) from 2018

Net Income

Up

$554,710

Up $402,264 (+264%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2019

Assets$10,469,919
Liabilities$843
Net Assets$10,469,076
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$1,102,655
Expenses$547,945
Net Income$554,710
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 7, 2020
Return Version
2019v5.0
Gross Receipts
$2,043,973
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,506,238$10,347,951▲ $1,841,713
Savings and Temporary Cash Investments$96,478$84,253▼ $12,225
Cash and Non-Interest-Bearing Accounts-$37,715-
Total Assets$8,602,716$10,469,919▲ $1,867,203
Liabilities
Accounts Payable and Accrued Expenses$644$843▲ $199
Total Liabilities$644$843▲ $199
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,602,072$10,469,076▲ $1,867,004
Total Net Assets Fund Balance$8,602,072$10,469,076▲ $1,867,004
Total Liabilities and Net Assets / Fund Balance$8,602,716$10,469,919▲ $1,867,203
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Phyllis FreitasPresident
Burt SarverTrustee
Cynthia DanielsTrustee
Gail MaddenTrustee
Ian ChristopherTrustee
Lu HamacekTrustee
Pat LaviolletteTrustee
Richard KoebTrustee
Roxanne CobbTrustee
Dave BartruffCo-treasurer
Don WhitingCo-treasurer
Carol De MersSecretary
Keith GrantVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$768,168
Program Service Revenue
$0
Investment Income
$334,487
Other Revenue
$0
All Other Contributions
$768,109
Change in Net Assets
$554,710

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table780$215,287Fair Market Value
Total Noncash Contributions780$215,287-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,054,314
Revenue Not Reported on Financial Statements
$48,341
Revenue Not Reported on Form 990
$1,312,294
Total Revenue per Audited Statements
$2,366,608
Total Revenue per Form 990
$1,102,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$391,650
Other Expenses$156,295
Total Fundraising Expense$19,367
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$391,650--$391,650
Fees for Service Investment Mgmnt Fees-$48,341-$48,341
Office Expenses-$16,293-$16,293
Fees for Services Accounting-$10,924-$10,924
Other Expenses-$3,535$5,420$3,535
Insurance-$2,422-$2,422
All Other Expenses-$1,465$941$2,406
Information Technology-$1,071-$1,071
Total Functional Expenses$391,650$136,928$19,367$547,945

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$547,945
Expenses per Audited Statements$499,604
Total Expenses per Audited Statements$499,604
Expenses Not Reported on Financial Statements$48,341
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Backup withholding compliance
No
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
Don Whiting
Title
Co-treasurer
Phone
3604387556
Signed
2020-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phyllis Freitas
Formed
1972
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
625

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SARA SYSTEM SUPPORT
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0HOUSEHOLD ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
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IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE NUMBER OF CONTRIBUTORS IS ESTIMATED DUE TO THE HIGH VOLUME.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 2, PART II
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL RESIDENTS OF PANORAMA ARE MEMBERS OF THE ORGANIZATION. RESIDENTS PAY A ONE TIME FEE OF 1 TO JOIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS REVIEWED BY THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD AND DIRECTOR SIGN A CONFLICT OF INTEREST STATEMENT AS PART OF THEIR ORIENTATION AND IT IS UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
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IRS990/TotalGrossUBIAmt00
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IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0PANORAMABENEVOLENTFUND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON WHITING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,469,919
Liabilities
$843
Net assets
$10,469,076
Revenue
$1,102,655
Expenses
$547,945
Net income
$554,710
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
2019Detailed filing. Detailed filing data is available for this year.$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