PANORAMA PATIENT EDUCATIONAL FOUND… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $54,210

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%)

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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

PANORAMA PATIENT EDUCATIONAL FOUNDATION