Civic Intelligence

Panorama Benevolent Fund

990 • Fiscal year 2023 • EIN 23-7191166

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 14, 2024

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

Higher debt load relative to assets than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

62%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$12,247,981

Up $1,701,200 (+16%) from 2022

Net Assets

Up

$12,245,317

Up $1,700,409 (+16%) from 2022

Liabilities

Up

$2,664

Up $791 (+42%) from 2022

Revenue

Up

$1,569,986

Up $598,286 (+62%) from 2022

Expenses

Down

$723,901

Down $16,863 (-2.3%) from 2022

Net Income

Up

$846,085

Up $615,149 (+266%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $12,247,981Liabilities 2023: $2,664Net Assets 2023: $12,245,3172023Assets 2024: $13,148,007Liabilities 2024: $1,997Net Assets 2024: $13,146,0102024

Highlighted filing

2023

Assets$12,247,981
Liabilities$2,664
Net Assets$12,245,317

Operations Trend

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 2023: $1,569,986Expenses 2023: $723,901Net Income 2023: $846,0852023Revenue 2024: $1,378,887Expenses 2024: $1,189,688Net Income 2024: $189,1992024

Highlighted filing

2023

Revenue$1,569,986
Expenses$723,901
Net Income$846,085
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 14, 2024
Return Version
2023v5.0
Gross Receipts
$3,862,265
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$10,466,485$12,173,134▲ $1,706,649
Cash and Non-Interest-Bearing Accounts$58,983$54,431▼ $4,552
Savings and Temporary Cash Investments$21,313$20,416▼ $897
Total Assets$10,546,781$12,247,981▲ $1,701,200
Liabilities
Accounts Payable and Accrued Expenses$1,873$2,664▲ $791
Total Liabilities$1,873$2,664▲ $791
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,544,908$12,245,317▲ $1,700,409
Total Net Assets Fund Balance$10,544,908$12,245,317▲ $1,700,409
Total Liabilities and Net Assets / Fund Balance$10,546,781$12,247,981▲ $1,701,200
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob WattPresident
Curt RoslerTrustee
Denise PritzlTrustee
Gail MaddenTrustee
Helen SpaldingTrustee
Jeanne ChristophersenTrustee
Lu HamacekTrustee
Paul EldenburgTrustee
Roxanne CobbTrustee
Wilma CooperTrustee
Dave BartruffCo-treasurer
Defrance ClarkeCo-treasurer
Tam AldenSecretary
Linda BondurantVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,024,172
Program Service Revenue
$0
Investment Income
$543,958
Other Revenue
$1,856
All Other Contributions
$1,024,172
Change in Net Assets
$846,085

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$319,587Fair Market Value
Total Noncash Contributions$319,587-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,515,879
Revenue Not Reported on Financial Statements
$54,107
Revenue Not Reported on Form 990
$854,324
Other Revenue Adjustments
$-1,940
Total Revenue per Audited Statements
$2,370,203
Total Revenue per Form 990
$1,569,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$560,318
Other Expenses$163,583
Total Fundraising Expense$15,578
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$358,709--$358,709
Grants to Domestic Orgs$201,609--$201,609
Fees for Service Investment Mgmnt Fees-$56,047-$56,047
Office Expenses-$13,227-$13,227
Fees for Services Accounting-$10,510-$10,510
Other Expenses-$4,785$4,907$4,785
All Other Expenses-$1,080$2,314$3,394
Insurance-$2,295-$2,295
Total Functional Expenses$560,318$148,005$15,578$723,901

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$723,901
Total Expenses per Audited Statements$669,794
Expenses per Audited Statements$667,854
Expenses Not Reported on Financial Statements$56,047
Expenses Not Reported on Form 990$1,940
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PanoramaLacey, WA501c3Building Upgrades$201,609
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$3,796
Gaming Direct Expenses$1,940
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
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
2024-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Watt
Formed
1972
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
110

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Fundraising expense 1,940 fundraising expense -1,940

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Fundraising expense -1,940

Schedule D, Page 4, Part XII, Line 2D

Fundraising expense 1,940

Raw XML AppendixShowing 400 of 466 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01873
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02664
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL ASSISTANCE AND SOCIAL ASSISTANCE TO RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY.
IRS990/AllOtherContributionsAmt01024172
IRS990/AllOtherExpensesGrp/FundraisingAmt02314
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01080
IRS990/AllOtherExpensesGrp/TotalAmt03394
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0DEFRANCE CLARKE
IRS990/BooksInCareOfDetail/PhoneNum03604387556
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01751 CIRCLE LANE SE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LACEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098503
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt058983
IRS990/CashNonInterestBearingGrp/EOYAmt054431
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0319587
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01024172
IRS990/CYGrantsAndSimilarPaidAmt0560318
IRS990/CYInvestmentIncomeAmt0543958
IRS990/CYOtherExpensesAmt0163583
IRS990/CYOtherRevenueAmt01856
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0846085
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0723901
IRS990/CYTotalFundraisingExpenseAmt015578
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01569986
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THIS PROGRAM REIMBURSES PANORAMA, A 501(C)(3) ORGANIZATION, I.D. 94- 3048988, FOR THE SALARIES AND BENEFITS OF FOUR SOCIAL WORKERS WHO PROVIDE SERVICES TO ALL RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY. ADDITIONALLY, THE FUND CONTRIBUTED 201,609 TO PANORAMA BY PAYING FOR BUILDING IMPROVEMENTS TO A BUILDING OWNED BY PANORAMA, USED FOR THE FUND'S SOCIAL SERVICES AND FUNDRAISING ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0438220
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010510
IRS990/FeesForServicesAccountingGrp/TotalAmt010510
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt056047
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt056047
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt47.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt530.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0TAM ALDEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE BARTRUFF
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA BONDURANT
IRS990/Form990PartVIISectionAGrp/PersonNm3JEANNE CHRISTOPHERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4DEFRANCE CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm5ROXANNE COBB
IRS990/Form990PartVIISectionAGrp/PersonNm6WILMA COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL ELDENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm8LU HAMACEK
IRS990/Form990PartVIISectionAGrp/PersonNm9GAIL MADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm10DENISE PRITZL
IRS990/Form990PartVIISectionAGrp/PersonNm11CURT ROSLER
IRS990/Form990PartVIISectionAGrp/PersonNm12HELEN SPALDING
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB WATT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt094055
IRS990/GainOrLossGrp/SecuritiesAmt0-8069
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt01940
IRS990/GamingGrossIncomeAmt03796
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0438220
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0358709
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0358709
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0201609
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0201609
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt094055
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01962683
IRS990/GrossReceiptsAmt03862265
IRS990/GrossSalesOfInventoryAmt0319587
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02295
IRS990/InsuranceGrp/TotalAmt02295
IRS990/InvestmentIncomeGrp/ExclusionAmt0457972
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0457972
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010466485
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012173134
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt01
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01970752
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, A RETIREMENT COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010544908
IRS990/NetAssetsOrFundBalancesEOYAmt012245317
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt085986
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt085986
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01856
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01856
IRS990/NetUnrlzdGainsLossesInvstAmt0854324
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010544908
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012245317
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0319587
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013227
IRS990/OfficeExpensesGrp/TotalAmt013227
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SUPPORT REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1ANNUAL CELEBRATION
IRS990/OtherExpensesGrp/Desc2RETAIL SALES EXPENSE
IRS990/OtherExpensesGrp/Desc3PRESENTATIONS AND WEBINAR
IRS990/OtherExpensesGrp/FundraisingAmt08357
IRS990/OtherExpensesGrp/FundraisingAmt14907
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060061
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14785
IRS990/OtherExpensesGrp/TotalAmt060061
IRS990/OtherExpensesGrp/TotalAmt18357
IRS990/OtherExpensesGrp/TotalAmt24907
IRS990/OtherExpensesGrp/TotalAmt34785
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BOB WATT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THIS PROGRAM PROVIDES DIRECT ASSISTANCE TO QUALIFIED RESIDENTS WHO ARE UNABLE TO COVER NECESSARY MONTHLY LIVING EXPENSES, INCLUDING MEDICATIONS, MEDICAL CO-PAYS, MEDICAL APPLIANCES, DENTAL CARE, HOME HEALTH CARE, HOUSEKEEPING, INSURANCE, VETERINARY PET CARE, AND ONE-TIME EXPENSES SUCH AS A VEHICLE REPAIR. INDIVIDUALS WHO REQUIRED FINANCIAL ASSISTANCE WERE ALL RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt096445
IRS990/ProgSrvcAccomActy2Grp/GrantAmt096445
IRS990/ProgSrvcAccomActy3Grp/Desc0THIS PROGRAM PROVIDES A SARA PENDANT FOR EACH NEW RESIDENT, REPLACEMENT BATTERIES, AND REPLACEMENT OF DEFECTIVE PENDANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025653
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025653
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0521258
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0577368
IRS990/PYInvestmentIncomeAmt0448540
IRS990/PYOtherExpensesAmt0163396
IRS990/PYOtherRevenueAmt01902
IRS990/PYRevenuesLessExpensesAmt0230936
IRS990/PYTotalExpensesAmt0740764
IRS990/PYTotalRevenueAmt0971700
IRS990/ReconcilationRevenueExpnssAmt0846085
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021313
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020416
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INVENTORY SALES 617,037
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01024172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0521258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0330281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0445031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0768168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03088910
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0457972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0359410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0344585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0308884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0330127
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01800978
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0323383
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0232124
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0123701
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt045925
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0215287
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0940420
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43580
IRS990ScheduleA/PublicSupportPY170Pct00.43320
IRS990ScheduleA/PublicSupportTotal170Amt02540914
IRS990ScheduleA/SubstantialContributorsTotAmt0547996
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01024172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0521258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0330281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0445031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0768168
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03088910
IRS990ScheduleA/TotalSupportAmt05830308
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt01940
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt056047
IRS990ScheduleD/ExpensesSubtotalAmt0667854
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt056047
IRS990ScheduleD/InvestmentExpensesNotIncldAmt056047
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0854324
IRS990ScheduleD/OtherExpensesIncludedAmt01940
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1940
IRS990ScheduleD/RevenueNotReportedAmt0854324
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt054107
IRS990ScheduleD/RevenueSubtotalAmt01515879
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSE -1,940
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 1,940
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0723901
IRS990ScheduleD/TotalRevenuePerForm990Amt01569986
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02370203
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0669794
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0236611
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt196445
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt225653
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SOCIAL SERVICES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SARA SYSTEM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21100
IRS990ScheduleI/RecipientTable/CashGrantAmt0201609
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0IMPROVEMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUILDING UPGRADES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PANORAMA
IRS990ScheduleI/RecipientTable/RecipientEIN0943048988
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01751 CIRCLE LANE SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LACEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098503
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK VALUE
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt0319587
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/ExplanationTxt5FUNDRAISING EXPENSE 1,940 FUNDRAISING EXPENSE -1,940
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010546781

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.57$0.72$0.85
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
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