PANORAMA BENEVOLENT FUND

EIN: 237191166 501(c)(3) Philanthropy & Grantmaking

LACEY, WA

Total Revenue
$1,378,887
Total Expenses
$1,189,688
Total Assets
$13,148,007
Net Assets
$13,146,010
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
WA
Principal Officer
BOB WATT
Phone
3604387556
Tax Period
2024-01-01 to 2024-12-31

PANORAMA BENEVOLENT FUND, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $1.2M left a modest 14% surplus.

Mission

TO PROVIDE FINANCIAL ASSISTANCE AND SOCIAL ASSISTANCE TO RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $765,124
Program Service Revenue $0
Investment Income $617,213
Other Revenue $-3,450
TOTAL REVENUE $1,378,887

Expense Breakdown

Grants Paid $1,021,056
Salaries & Benefits $0
Fundraising Expenses $11,360
Program Expenses $1,021,056
Other Expenses $168,632
TOTAL EXPENSES $1,189,688

Year-over-Year Comparison

2024 2023 Change
Revenue $1,378,887 $1,569,986 -0.1%
Expenses $1,189,688 $723,901 +0.6%
Net Income $189,199 $846,085 -0.8%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
110

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAM ALDEN SECRETARY 4.50
Officer Director
$0 $0 $0
DAVID ANDERSON TRUSTEE 4.50
Director
$0 $0 $0
DAVE BARTRUFF CO-TREASURER 4.50
Officer Director
$0 $0 $0
LINDA BONDURANT VICE PRESIDE 4.50
Officer Director
$0 $0 $0
DEFRANCE CLARKE CO-TREASURER 7.50
Officer Director
$0 $0 $0
WILMA COOPER TRUSTEE 4.50
Director
$0 $0 $0
JIM GREENFIELD TRUSTEE 4.50
Director
$0 $0 $0
LU HAMACEK TRUSTEE 4.50
Director
$0 $0 $0
KATHY HOUSTON TRUSTEE 4.50
Director
$0 $0 $0
DONNA KREUGER TRUSTEE 4.50
Director
$0 $0 $0
PATRICIA LASHWAY TRUSTEE 4.50
Director
$0 $0 $0
GAIL MADDEN TRUSTEE 4.50
Director
$0 $0 $0
MARCIA MCLAUGHLIN TRUSTEE 4.50
Director
$0 $0 $0
HELEN SPALDING TRUSTEE 4.50
Director
$0 $0 $0
BOB WATT PRESIDENT 4.50
Officer Director
$0 $0 $0
PAULA WILLSTATTER TRUSTEE 4.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,378,887 $1,189,688 $13,148,007 $189,199
2023 $1,569,986 $723,901 $12,247,981 $846,085
2022 $971,700 $740,764 $10,546,781 $230,936
2021 $1,796,663 $406,651 $12,300,067 $1,390,012
2020 $781,127 $469,137 $11,029,204 $311,990
2019 $1,102,655 $547,945 $10,469,919 $554,710
2018 $727,947 $575,501 $8,602,716 $152,446
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