Civic Intelligence

Panorama

990 • Fiscal year 2025 • EIN 94-3048988

Aug 01, 2024 to Jul 31, 2025 • Filed on Dec 22, 2025

Refreshing map…

1751 Circle Lane SELacey, WA 98503-2570

(360) 456-0111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.54x

Higher debt load relative to assets than 79% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

1.99x

Higher debt load relative to revenue than 84% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

55th percentile

9.0%

Higher net margin than 55% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$708,556

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

36th percentile

2.9%

Faster asset growth than 36% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Up

$240,239,143

Up $12,693,096 (+5.6%) from 2023

Net Assets

Up

$110,299,275

Up $9,222,998 (+9.1%) from 2023

Liabilities

Up

$129,939,868

Up $3,470,098 (+2.7%) from 2023

Revenue

Up

$65,291,381

Up $10,811,622 (+20%) from 2023

Expenses

Up

$59,406,984

Up $9,926,691 (+20%) from 2023

Net Income

Up

$5,884,397

Up $884,931 (+18%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $156,753,515Liabilities 2010: $112,443,403Net Assets 2010: $44,310,1122010Assets 2011: $160,370,891Liabilities 2011: $111,813,522Net Assets 2011: $48,557,3692011Assets 2012: $166,393,267Liabilities 2012: $113,161,762Net Assets 2012: $53,231,5052012Assets 2013: $171,951,095Liabilities 2013: $114,459,173Net Assets 2013: $57,491,9222013Assets 2014: $177,275,558Liabilities 2014: $115,769,535Net Assets 2014: $61,506,0232014Assets 2015: $185,306,536Liabilities 2015: $118,104,187Net Assets 2015: $67,202,3492015Assets 2016: $193,284,416Liabilities 2016: $122,147,566Net Assets 2016: $71,136,8502016Assets 2017: $197,152,692Liabilities 2017: $121,375,704Net Assets 2017: $75,776,9882017Assets 2018: $204,018,411Liabilities 2018: $123,026,861Net Assets 2018: $80,991,5502018Assets 2019: $208,532,229Liabilities 2019: $123,380,197Net Assets 2019: $85,152,0322019Assets 2020: $215,590,948Liabilities 2020: $127,089,137Net Assets 2020: $88,501,8112020Assets 2021: $219,753,864Liabilities 2021: $124,702,937Net Assets 2021: $95,050,9272021Assets 2022: $219,048,634Liabilities 2022: $123,410,879Net Assets 2022: $95,637,7552022Assets 2023: $227,546,047Liabilities 2023: $126,469,770Net Assets 2023: $101,076,2772023Assets 2025: $240,239,143Liabilities 2025: $129,939,868Net Assets 2025: $110,299,2752025

Highlighted filing

2025

Assets$240,239,143
Liabilities$129,939,868
Net Assets$110,299,275

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $33,454,8372010Revenue 2011: $38,932,504Expenses 2011: $34,553,352Net Income 2011: $4,379,1522011Expenses 2012: $35,453,0192012Expenses 2013: $36,125,7042013Revenue 2014: $41,940,087Expenses 2014: $38,224,189Net Income 2014: $3,715,8982014Revenue 2015: $44,136,202Expenses 2015: $39,243,988Net Income 2015: $4,892,2142015Revenue 2016: $44,699,555Expenses 2016: $40,512,217Net Income 2016: $4,187,3382016Revenue 2017: $46,272,250Expenses 2017: $42,065,653Net Income 2017: $4,206,5972017Revenue 2018: $48,515,872Expenses 2018: $43,110,764Net Income 2018: $5,405,1082018Revenue 2019: $49,267,867Expenses 2019: $45,281,847Net Income 2019: $3,986,0202019Revenue 2020: $51,071,700Expenses 2020: $46,640,088Net Income 2020: $4,431,6122020Revenue 2021: $52,413,806Expenses 2021: $46,453,010Net Income 2021: $5,960,7962021Revenue 2022: $47,071,330Expenses 2022: $46,370,769Net Income 2022: $700,5612022Revenue 2023: $54,479,759Expenses 2023: $49,480,293Net Income 2023: $4,999,4662023Revenue 2025: $65,291,381Expenses 2025: $59,406,984Net Income 2025: $5,884,3972025

Highlighted filing

2025

Revenue$65,291,381
Expenses$59,406,984
Net Income$5,884,397
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$90,351,276
Mission and Program Overview

Mission

To be a community that supports its members through the various stages of aging, from inspiring individual enrichment and overall wellness to offering security and uncompromising care, allowing each resident the opportunity to thrive.

To encourage and enrich the lives of individuals who choose to make panorama their home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$176,817,693$178,928,648▲ $2,110,955
Investments in Publicly Traded Securities$44,116,853$45,443,636▲ $1,326,783
Cash and Non-Interest-Bearing Accounts$5,460,967$7,651,733▲ $2,190,766
Savings and Temporary Cash Investments$4,562,316$5,130,258▲ $567,942
Prepaid Expenses and Deferred Charges$664,209$1,467,154▲ $802,945
Accounts Receivable$1,106,158$1,048,670▼ $57,488
Inventories for Sale or Use$23,433$33,359▲ $9,926
Total Assets$233,516,728$240,239,143▲ $6,722,415
Other Assets Total$765,099$535,685▼ $229,414
Liabilities
Deferred Revenue$94,734,948$96,714,809▲ $1,979,861
Tax Exempt Bond Liabilities$25,265,288$23,973,214▼ $1,292,074
Accounts Payable and Accrued Expenses$5,469,016$5,678,031▲ $209,015
Other Liabilities$3,766,904$3,573,814▼ $193,090
Total Liabilities$129,236,156$129,939,868▲ $703,712
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,269,727$110,282,385▲ $6,012,658
Net Assets With Donor Restrictions$10,845$16,890▲ $6,045
Total Net Assets Fund Balance$104,280,572$110,299,275▲ $6,018,703
Total Liabilities and Net Assets / Fund Balance$233,516,728$240,239,143▲ $6,722,415

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$152,735,975$150,493,981$303,229,956
Equipment$8,164,953$24,005,599$32,170,552
Other Land Buildings$7,884,726$4,637,269$12,521,995
Land$10,142,994-$10,142,994
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles W StraderCEO, CFO & TreasurerFT$522,906$185,650$708,556
Matthew MurryPresident & COOFT$520,702$187,044$707,746
Dennis WilkersonCNR AdministratorFT$245,187$58,246$303,433
Cynthia MckrillControllerFT$213,746$85,965$299,711
Kimberly ThorpeRetirement AdvisorFT$213,748$55,941$269,689
Lisa ZvirzdysRetirement AdvisorFT$190,567$66,942$257,509
Jillian HuentelmanDirector of MarketingFT$200,754$52,220$252,974
Shawna WilliamsDirector of Human ResourcesFT$196,595$51,897$248,492
Jacklynn RobertsExecutive Assistant & SecretaryFT$93,602$22,193$115,795
Daryl JensenCo-vice Chairman-$36,000-$36,000
Fred GoldbergChairman-$36,000-$36,000
William a Gavin MdCo-vice Chairman-$36,000-$36,000
Dale K HeddenDirector-$32,400-$32,400
Douglas MahDirector-$32,400-$32,400
Judy MurphyDirector-$32,400-$32,400
Kathryn Gail MaddenDirector-$32,400-$32,400
Nancy H MasonDirector-$32,400-$32,400
Ralph MunroDirector (until 11/30/2024)-$27,200-$27,200

Highest Paid Contractors

ContractorServicesLocationCompensation
J4 ContractorsConstructionPO BOX 1877, Olympia, WA 98507$2,470,144
Schuler Construction LLCConstruction11101 147TH STREET E, Puyallup, WA 98374$1,833,797
Royce Pacific ContractingConstructionPO BOX 88123, Steilacoom, WA 98388$1,724,758
Canyon Creek Cabinet CoConstruction16726 TYE ST SE, Monroe, WA 98272$988,098
Aegis Therapies INCTherapy ServicesPO BOX 936653, Atlanta, GA 31193$913,516
Revenue and Support

Revenue Composition

Contributions and Grants
$515,076
Program Service Revenue
$63,053,316
Investment Income
$1,396,249
Other Revenue
$326,740
All Other Contributions
$515,076
Change in Net Assets
$5,884,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,552,094
Revenue Not Reported on Financial Statements
$-260,713
Revenue Not Reported on Form 990
$134,306
Other Revenue Adjustments
$-260,713
Total Revenue per Audited Statements
$65,686,400
Total Revenue per Form 990
$65,291,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,905,329
Other Expenses$29,069,311
Grants and Similar Amounts Paid$432,344
Total Fundraising Expense$207,222
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,336,499$1,529,899$149,810$22,016,208
Depreciation Depletion$12,877,974--$12,877,974
Occupancy$6,147,820--$6,147,820
Other Employee Benefits$2,440,872$368,969$28,382$2,838,223
Payroll Taxes$1,911,920$289,011$22,232$2,223,163
Current Officers, Directors, Trustees, and Key Employees-$2,147,930-$2,147,930
Fees for Services Other$1,098,212$889,766-$1,987,978
Insurance$974,308--$974,308
Interest$950,941--$950,941
Pension Plan Contributions$584,632$88,375$6,798$679,805
Office Expenses$460,240--$460,240
Other Expenses$1,099,519$432,710-$432,710
Grants to Domestic Orgs$399,919--$399,919
Travel-$136,272-$136,272
Advertising$126,934--$126,934
All Other Expenses-$113,204-$113,204
Fees for Services Accounting-$91,885-$91,885
Fees for Services Legal-$91,009-$91,009
Grants to Domestic Individuals$32,425--$32,425
Total Functional Expenses$53,020,732$6,179,030$207,222$59,406,984

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$59,667,697
Expenses per Audited Statements$59,406,984
Total Expenses per Form 990$59,406,984
Expenses Not Reported on Form 990$260,713
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Panorama Benevolent FundLacey, WA501(c)(3)Support Needy Residents of the Panorama Community$181,468
Capitol Land TrustTumwater, WA501(c)(3)Expanding Access to the Land$13,500
South Puget Sound Community College FoundationTumwater, WA501(c)(3)Nursing Scholarship$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$2,229,524
Refundable Entrance Fees$1,300,000
Annuity Obligations$44,290

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWashington State Housing Finance Commission2008-04-03$28,500,000CAPITAL PROJECTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$28,500,000$1,360,525-$479,703

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

A draft of the federal return is reviewed in detail for accuracy and consistency by the controller. Amounts are cross-referenced to the audited financial statements or other records of the company. Questions are resolved through communications with the preparer, and changes, if any, are made. The cfo, reviews the return for reasonableness. The draft return is e-mailed to each board member for review. Board members communicate questions to the controller and each question is resolved prior to finalizing and filing the return with the irs.

Form 990, Part VI, Section B, Line 12C

Panorama has a conflict of interest policy for directors, officers, and key employees (covered persons), which is reviewed annually. The policy dictates the protocol to be followed for transactions or arrangements which create a conflict of interest. The policy is strictly adhered to. Each board member and members of management acknowledge (form signed and maintained by hr) 1) receipt of the policy, and 2) their understanding of the contents and the requirement to be bound in compliance with the policy. The board of directors reviews all conflicts reported by covered persons. If a conflict is determined to exist, the covered person will recuse themselves from the vote or participation in the transaction or arrangement concerning the conflict of interest.

Form 990, Part VI, Section B, Line 15

Panorama has a compensation committee which comprises certain board members. Annually, the committee meets to determine compensation of executive management. Industry data is accumulated and studies are performed to verify compensation is comparable to others in similar positions in other organizations.

Form 990, Part VI, Section C, Line 19

Panorama's governing documents, including the audited financial statements and form 990, are available to the public upon request for the same period of disclosure as set forth in section 6104(d). Reports are maintained in the executive office.

Filing and Contact Details

Filer

Filer Name
Panorama
EIN
94-3048988
Phone
3604560111
Address
1751 CIRCLE LANE SE, LACEY, WA 98503-2570

Signing Officer

Name
Charles W Strader
Title
CEO/CFO
Phone
3604560111
Signed
2025-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles W Strader
Formed
1964
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
488
Volunteers
400

Preparer

Firm
Rsm US Llp
Address
4622 PENNSYLVANIA AVE STE 1100, KANSAS CITY, MO 64112
Preparer
Allison Merriam
Phone
8167533000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain/loss on interest rate swap -229,414.

FORM 990, PART XII, LINE 2C:

The process has not changed since the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income taxes under internal revenue code section 501(c)(3). Management evaluated the organization's tax positions and concluded the organization maintained its tax-exempt status and had taken no uncertain tax positions that require adjustment; therefore, no provision or liability for income taxes has been included in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Unrealized gain on interest rate swap -229,414.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Loss on abandoned property -561,913. Other income- sale of assets 1,200. Refunded grant 300,000.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on abandoned property 561,913. Other income - sale of assets -1,200. Refunded grant -300,000.

Raw XML AppendixShowing 400 of 856 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.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/KeyEmployeeInd0X
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/OtherCompensationAmt9101956
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1022193
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11103737
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1228789
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1341217
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1418254
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1529048
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1627140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1727237
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED GOLDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM A GAVIN MD
IRS990/Form990PartVIISectionAGrp/PersonNm2DARYL JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3DALE K HEDDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN GAIL MADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUGLAS MAH
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY H MASON
IRS990/Form990PartVIISectionAGrp/PersonNm7RALPH MUNRO
IRS990/Form990PartVIISectionAGrp/PersonNm8JUDY MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES W STRADER
IRS990/Form990PartVIISectionAGrp/PersonNm10JACKLYNN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm11MATTHEW MURRY
IRS990/Form990PartVIISectionAGrp/PersonNm12DENNIS WILKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13CYNTHIA MCKRILL
IRS990/Form990PartVIISectionAGrp/PersonNm14KIMBERLY THORPE
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA ZVIRZDYS
IRS990/Form990PartVIISectionAGrp/PersonNm16JILLIAN HUENTELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17SHAWNA WILLIAMS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt136000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt236000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt432400
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt727200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt832400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9606600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1093602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11604009
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12274644
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13258494
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15228461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16225834
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17221255
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (UNTIL 11/30/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO, CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE ASSISTANT & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CNR ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt14RETIREMENT ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15RETIREMENT ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-560713
IRS990/GainOrLossGrp/SecuritiesAmt0169890
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0432344
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032425
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032425
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0399919
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0399919
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01200
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024667872
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt041
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0974308
IRS990/InsuranceGrp/TotalAmt0974308
IRS990/InterestGrp/ProgramServicesAmt0950941
IRS990/InterestGrp/TotalAmt0950941
IRS990/InventoriesForSaleOrUseGrp/BOYAmt023433
IRS990/InventoriesForSaleOrUseGrp/EOYAmt033359
IRS990/InvestmentIncomeGrp/ExclusionAmt01787072
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01787072
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt044116853
IRS990/InvestmentsPubTradedSecGrp/EOYAmt045443636
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt096
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0179136849
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0176817693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0178928648
IRS990/LandBldgEquipCostOrOtherBssAmt0358065497
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0561913
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024497982
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BE A COMMUNITY THAT SUPPORTS ITS MEMBERS THROUGH THE VARIOUS STAGES OF AGING, FROM INSPIRING INDIVIDUAL ENRICHMENT AND OVERALL WELLNESS TO OFFERING SECURITY AND UNCOMPROMISING CARE, ALLOWING EACH RESIDENT THE OPPORTUNITY TO THRIVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0104280572
IRS990/NetAssetsOrFundBalancesEOYAmt0110299275
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-390823
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-390823
IRS990/NetUnrelatedBusTxblIncmAmt03558
IRS990/NetUnrlzdGainsLossesInvstAmt0363720
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0104269727
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0110282385
IRS990/NoncashContributionsAmt0838
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt06147820
IRS990/OccupancyGrp/TotalAmt06147820
IRS990/OfficeExpensesGrp/ProgramServicesAmt0460240
IRS990/OfficeExpensesGrp/TotalAmt0460240
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0765099
IRS990/OtherAssetsTotalGrp/EOYAmt0535685
IRS990/OtherChangesInNetAssetsAmt0-229414
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0368969
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02440872
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02838223
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE
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IRS990/OtherExpensesGrp/ProgramServicesAmt02027067
IRS990/OtherExpensesGrp/ProgramServicesAmt11551450
IRS990/OtherExpensesGrp/ProgramServicesAmt21099519
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IRS990/OtherExpensesGrp/TotalAmt11551450
IRS990/OtherExpensesGrp/TotalAmt21099519
IRS990/OtherExpensesGrp/TotalAmt3432710
IRS990/OtherLiabilitiesGrp/BOYAmt03766904
IRS990/OtherLiabilitiesGrp/EOYAmt03573814
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0RETURNED GRANT
IRS990/OtherRevenueMiscGrp/Desc1ADVERTISING
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0300000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt126740
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt026740
IRS990/OtherRevenueTotalAmt0326740
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0149810
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01529899
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020336499
IRS990/OtherSalariesAndWagesGrp/TotalAmt022016208
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022232
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0289011
IRS990/PayrollTaxesGrp/ProgramServicesAmt01911920
IRS990/PayrollTaxesGrp/TotalAmt02223163
IRS990/PensionPlanContributionsGrp/FundraisingAmt06798
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt088375
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0584632
IRS990/PensionPlanContributionsGrp/TotalAmt0679805
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0664209
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01467154
IRS990/PrincipalOfficerNm0CHARLES W STRADER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531310
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RETIREMENT COMMUNITY
IRS990/ProgramServiceRevenueGrp/Desc1CONVALESCENT CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042468206
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120585110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042468206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120585110
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0460211
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0376258
IRS990/PYInvestmentIncomeAmt0589289
IRS990/PYOtherExpensesAmt027417318
IRS990/PYOtherRevenueAmt021205
IRS990/PYProgramServiceRevenueAmt055934180
IRS990/PYRevenuesLessExpensesAmt01954833
IRS990/PYSalariesCompEmpBnftPaidAmt027256476

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$240$130$110$65.3$59.4$5.88
2023Summary only. Only limited summary data is available for this year.$228$126$101$54.5$49.5$5.00
2022Detailed filing. Detailed filing data is available for this year.$219$123$95.6$47.1$46.4$0.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$220$125$95.1$52.4$46.5$5.96
2020Detailed filing. Detailed filing data is available for this year.$216$127$88.5$51.1$46.6$4.43
2019Detailed filing. Detailed filing data is available for this year.$209$123$85.2$49.3$45.3$3.99
2018Detailed filing. Detailed filing data is available for this year.$204$123$81.0$48.5$43.1$5.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$121$75.8$46.3$42.1$4.21
2016Detailed filing. Detailed filing data is available for this year.$193$122$71.1$44.7$40.5$4.19
2015Detailed filing. Detailed filing data is available for this year.$185$118$67.2$44.1$39.2$4.89
2014Detailed filing. Detailed filing data is available for this year.$177$116$61.5$41.9$38.2$3.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$114$57.5$36.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$166$113$53.2$35.5
2011Summary only. Only limited summary data is available for this year.$160$112$48.6$38.9$34.6$4.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$112$44.3$33.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • $100M-$250M nonprofits