Nonprofit · EIN 23-7191166
PANORAMA BENEVOLENT FUND
Tax-exempt · LACEY, WA 98503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,603,081 | $1,419,203 | $2,183,878 | $16,658,345 | $2,407 | $16,655,938 |
| December 31, 2024 | 990 | $1,378,887 | $1,189,688 | $189,199 | $13,148,007 | $1,997 | $13,146,010 |
| December 31, 2023 | 990 | $1,569,986 | $723,901 | $846,085 | $12,247,981 | $2,664 | $12,245,317 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,577,787
- Program service revenue
- $0
- Investment income
- $1,031,112
- Net gain from sales of assets
- $448,919
- Net income from fundraising events
- -$5,818
- Other revenue
- -$5,818
Expenses
- Grants and similar amounts paid
- $1,201,870
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,450
- Program services (functional)
- $1,201,870
- Management and general (functional)
- $211,537
- Fundraising (functional)
- $5,796
Balance sheet and other
- Total assets, start of year
- $13,148,007
- Total assets, end of year
- $16,658,345
- Total liabilities, end of year
- $2,407
- Net assets, end of year
- $16,655,938
- Publicly traded securities
- $16,573,385
- Net assets without donor restrictions
- $16,655,938
- Gross receipts
- $9,207,853
- Employees
- 0
- Volunteers
- 175
- Year formed
- 1972
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID ANDERSON | VICE PRESIDE Trustee or director, Officer | 3.5 | $0 |
| DAVE BARTRUFF | CO-TREASURER Trustee or director, Officer | 3.5 | $0 |
| DEFRANCE CLARKE | CO-TREASURER Trustee or director, Officer | 7.5 | $0 |
| ROXANNE COBB | TRUSTEE Trustee or director | 15 | $0 |
| WILMA COOPER | SECRETARY Trustee or director, Officer | 10 | $0 |
| JIM GREENFIELD | TRUSTEE Trustee or director | 3.5 | $0 |
| LU HAMACEK | TRUSTEE Trustee or director | 3.5 | $0 |
| KATHY HOUSTON | TRUSTEE Trustee or director | 3.5 | $0 |
| DOUG JAMES | TRUSTEE Trustee or director | 3.5 | $0 |
| DONNA KREUGER | TRUSTEE Trustee or director | 3.5 | $0 |
| PATRICIA LASHWAY | TRUSTEE Trustee or director | 3.5 | $0 |
| GAIL MADDEN | TRUSTEE Trustee or director | 3.5 | $0 |
| MARCIA MCLAUGHLIN | TRUSTEE Trustee or director | 3.5 | $0 |
| HELEN SPALDING | TRUSTEE Trustee or director | 3.5 | $0 |
| BOB WATT | PRESIDENT Trustee or director, Officer | 3.5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA WILLSTATTER | TRUSTEE Trustee or director | 3.5 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAM ALDEN | SECRETARY Trustee or director, Officer | 4.5 | $0 |
| DAVID ANDERSON | TRUSTEE Trustee or director | 4.5 | $0 |
| DAVE BARTRUFF | CO-TREASURER Trustee or director, Officer | 4.5 | $0 |
| LINDA BONDURANT | VICE PRESIDE Trustee or director, Officer | 4.5 | $0 |
| DEFRANCE CLARKE | CO-TREASURER Trustee or director, Officer | 7.5 | $0 |
| WILMA COOPER | TRUSTEE Trustee or director | 4.5 | $0 |
| JIM GREENFIELD | TRUSTEE Trustee or director | 4.5 | $0 |
| LU HAMACEK | TRUSTEE Trustee or director | 4.5 | $0 |
| KATHY HOUSTON | TRUSTEE Trustee or director | 4.5 | $0 |
| DONNA KREUGER | TRUSTEE Trustee or director | 4.5 | $0 |
| PATRICIA LASHWAY | TRUSTEE Trustee or director | 4.5 | $0 |
| GAIL MADDEN | TRUSTEE Trustee or director | 4.5 | $0 |
| MARCIA MCLAUGHLIN | TRUSTEE Trustee or director | 4.5 | $0 |
| HELEN SPALDING | TRUSTEE Trustee or director | 4.5 | $0 |
| BOB WATT | PRESIDENT Trustee or director, Officer | 4.5 | $0 |
| PAULA WILLSTATTER | TRUSTEE Trustee or director | 4.5 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAM ALDEN | SECRETARY Trustee or director, Officer | 4.5 | $0 |
| DAVE BARTRUFF | CO-TREASURER Trustee or director, Officer | 4.5 | $0 |
| LINDA BONDURANT | VICE PRESIDE Trustee or director, Officer | 4.5 | $0 |
| JEANNE CHRISTOPHERSEN | TRUSTEE Trustee or director | 4.5 | $0 |
| DEFRANCE CLARKE | CO-TREASURER Trustee or director, Officer | 7.5 | $0 |
| ROXANNE COBB | TRUSTEE Trustee or director | 30 | $0 |
| WILMA COOPER | TRUSTEE Trustee or director | 4.5 | $0 |
| PAUL ELDENBURG | TRUSTEE Trustee or director | 4.5 | $0 |
| LU HAMACEK | TRUSTEE Trustee or director, Officer | 4.5 | $0 |
| GAIL MADDEN | TRUSTEE Trustee or director | 4.5 | $0 |
| DENISE PRITZL | TRUSTEE Trustee or director | 4.5 | $0 |
| CURT ROSLER | TRUSTEE Trustee or director | 4.5 | $0 |
| HELEN SPALDING | TRUSTEE Trustee or director | 4.5 | $0 |
| BOB WATT | PRESIDENT Trustee or director, Officer | 4.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1751 CIRCLE LN SE, LACEY, WA 98503-2570
- Principal officer (990 for 2025)
- BOB WATT, 1751 CIRCLE LANE SE, LACEY, WA 98503
- Signed the 990
- DEFRANCE CLARKE, CO-TREASURER
- Phone
- (360) 438-7556
- Website
- PANORAMABENEVOLENTFUND.ORG
- Return prepared by
- DNM & ASSOCIATES PS
Mission
TO PROVIDE FINANCIAL ASSISTANCE AND SOCIAL ASSISTANCE TO RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY.
Program accomplishments
- THIS 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 INDEPENDENT LIVING RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY. ADDITIONALLY, THE FUND CONTRIBUTED 730,544 TO PANORAMA TO ASSIST PANORAMA WITH A PROPERTY PURCHASE AND THE FUTURE CONSTRUCTION OF A BUILDING. THE PROPERTY WILL BE DEVELOPED INTO A FACILITY THAT WILL BE UTILIZED BY THE FUND FOR ITS RETAIL FUNDRAISING ACTIVITIES.Expenses $1,112,675 · grants $1,112,675
- THIS 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.Expenses $57,815 · grants $57,815
- THIS PROGRAM PROVIDES A SARA PENDANT FOR EACH NEW RESIDENT, REPLACEMENT BATTERIES, AND REPLACEMENT OF DEFECTIVE PENDANTS.Expenses $31,380 · grants $31,380
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7191166
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $16,658,345
- Income (IRS master file)
- $9,207,853
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,603,081 | $1,419,203 | $16,658,345 | XML |
| 990 | December 2024 | $1,378,887 | $1,189,688 | $13,148,007 | XML |
| 990 | December 2023 | $1,569,986 | $723,901 | $12,247,981 | XML |
| 990 | December 2022 | $971,700 | $740,764 | $10,546,781 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7191166).
Questions about PANORAMA BENEVOLENT FUND
- What is the EIN of PANORAMA BENEVOLENT FUND?
- The employer identification number (EIN) of PANORAMA BENEVOLENT FUND is 23-7191166.
- Is PANORAMA BENEVOLENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to PANORAMA BENEVOLENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PANORAMA BENEVOLENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PANORAMA BENEVOLENT FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PANORAMA BENEVOLENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PANORAMA BENEVOLENT FUND?
- The 990 for the year ended December 31, 2025 names BOB WATT.
- Who are the officers and directors of PANORAMA BENEVOLENT FUND?
- The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does PANORAMA BENEVOLENT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,603,081, expenses of $1,419,203 and total assets of $16,658,345 at year end.
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- CREDIT UNIONS IN THE STATE OF WASHINGTON EIN 91-0639210 · last filed 990 for 2024
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All nonprofits in LACEY · Washington · Philanthropy, voluntarism and grantmaking foundations