PANORAMA PATIENT EDUCATIONAL FOUNDATION

EIN: 824103585 501(c)(3)

HILTON HEAD ISLAND, SC

Total Revenue
$237,500
Total Expenses
$82,612
Total Assets
$178,001
Net Assets
$177,401
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
DE
Phone
6104572310
Tax Period
2019-01-01 to 2019-12-31

PANORAMA PATIENT EDUCATIONAL FOUNDATION, founded in 2018, is a small nonprofit that reported $238K in total revenue in fiscal year 2019. Revenue surged 171% from the prior year, signaling strong growth momentum. The organization ran a surplus of $155K, a strong 65% operating margin.

Mission

PARTNERING WITH LEADING SPECIALISTS TO PRODUCE AND HOST VIDEOS ABOUT PARKINSON'S DISEASE TO EDUCATE PATIENTS ABOUT THEIR MEDICAL CONDITION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $237,500
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $237,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $54,210
Other Expenses $82,612
TOTAL EXPENSES $82,612

Year-over-Year Comparison

2019 2018 Change
Revenue $237,500 $87,600 +1.7%
Expenses $82,612 $65,087 +0.3%
Net Income $154,888 $22,513 +5.9%
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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

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
2
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY KEEFER CO-PRES.&TREAS. 5.00
Officer Director
$0 $0 $0
CHRISTIAN TERWEISCH CO-PRES.&SCTRY. 10.00
Officer Director
$0 $0 $0
JONATHAN SCOTT BOARD MEMBER 1.00
Director
$0 $0 $0
MARIE SAVARD BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW STERN BOARD MEMBER 1.00
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
2019 $237,500 $82,612 $178,001 $154,888
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