Civic Intelligence

Panorama Benevolent Fund

990 • Fiscal year 2020 • EIN 23-7191166

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 27, 2021

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.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

46th percentile

5.3%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-29%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,029,204

Up $559,285 (+5.3%) from 2019

Net Assets

Up

$11,029,075

Up $559,999 (+5.3%) from 2019

Liabilities

Down

$129

Down $714 (-85%) from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin87th percentile

Revenue

Down

$781,127

Down $321,528 (-29%) from 2019

Expenses

Down

$469,137

Down $78,808 (-14%) from 2019

Net Income

Down

$311,990

Down $242,720 (-44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2020

Assets$11,029,204
Liabilities$129
Net Assets$11,029,075
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$781,127
Expenses$469,137
Net Income$311,990
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 27, 2021
Return Version
2020v4.0
Gross Receipts
$2,255,629
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$10,347,951$10,965,887▲ $617,936
Savings and Temporary Cash Investments$84,253$45,813▼ $38,440
Cash and Non-Interest-Bearing Accounts$37,715$17,504▼ $20,211
Total Assets$10,469,919$11,029,204▲ $559,285
Liabilities
Accounts Payable and Accrued Expenses$843$129▼ $714
Total Liabilities$843$129▼ $714
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,469,076$11,029,075▲ $559,999
Total Net Assets Fund Balance$10,469,076$11,029,075▲ $559,999
Total Liabilities and Net Assets / Fund Balance$10,469,919$11,029,204▲ $559,285
Compensation and Service Providers
Top Officer Pay14th 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
Defrance ClarkeCo-treasurer
Carol De MersSecretary
Keith GrantVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$445,031
Program Service Revenue
$0
Investment Income
$336,096
Other Revenue
$0
All Other Contributions
$445,031
Change in Net Assets
$311,990

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 Table350$45,925Fair Market Value
Total Noncash Contributions350$45,925-

Audited Revenue Reconciliation

Revenue per Audited Statements
$731,325
Revenue Not Reported on Financial Statements
$49,802
Revenue Not Reported on Form 990
$248,009
Total Revenue per Audited Statements
$979,334
Total Revenue per Form 990
$781,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,706
Other Expenses$143,431
Total Fundraising Expense$7,237
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$325,706--$325,706
Fees for Service Investment Mgmnt Fees-$49,802-$49,802
Fees for Services Accounting-$10,611-$10,611
Office Expenses-$8,918-$8,918
Other Expenses-$4,114$3,184$3,184
Insurance-$2,422-$2,422
All Other Expenses-$157$728$885
Information Technology-$59-$59
Total Functional Expenses$325,706$136,194$7,237$469,137

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$469,137
Expenses per Audited Statements$419,335
Total Expenses per Audited Statements$419,335
Expenses Not Reported on Financial Statements$49,802
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
Defrance Clarke
Title
Co-treasurer
Phone
3604387556
Signed
2021-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phyllis Freitas
Formed
1972
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
100

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0387171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02130560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0308884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0330127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0337576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0301686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0309612
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01587885
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0261212
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IRS990ScheduleA/PublicSupportCY170Pct00.50400
IRS990ScheduleA/PublicSupportPY170Pct00.51100
IRS990ScheduleA/PublicSupportTotal170Amt01873921
IRS990ScheduleA/SubstantialContributorsTotAmt0256639
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0445031
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0219851
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0310339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0387171
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02130560
IRS990ScheduleA/TotalSupportAmt03718445
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/InvestmentExpensesNotIncld2Amt049802
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0248009
IRS990ScheduleD/RevenueNotReportedAmt0248009
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt049802
IRS990ScheduleD/RevenueSubtotalAmt0731325
IRS990ScheduleD/TotalExpensesPerForm990Amt0469137
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0234009
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt191697
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SOCIAL SERVICES AND SARA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0350
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0HOUSEHOLD ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt045925
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0136194
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0325706
IRS990/TotalFunctionalExpensesGrp/TotalAmt0469137
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0843
IRS990/TotalLiabilitiesGrp/EOYAmt0129
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011029075
IRS990/TotalProgramServiceExpensesAmt0325706
IRS990/TotalRevenueGrp/ExclusionAmt0336096
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0781127
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010469919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011029204
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01751 CIRCLE LANE SE
IRS990/USAddress/CityNm0LACEY
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098503
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0PANORAMABENEVOLENTFUND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEFRANCE CLARKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03604387556
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PANORAMA BENEVOLENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0PANO

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,029,204
Liabilities
$129
Net assets
$11,029,075
Revenue
$781,127
Expenses
$469,137
Net income
$311,990
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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