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Nonprofiteer
← PANORAMA BENEVOLENT FUND

Form 990 for tax year 2022

Filed by PANORAMA BENEVOLENT FUND.

Totals

Total revenue
$971,700
Total expenses
$740,764
Contributions and grants received
$521,258
Grants paid
$577,368
Program service revenue
$0
Investment income
$448,540
Other revenue
$1,902
Total assets, end of year
$10,546,781
Total liabilities, end of year
$1,873
Net assets or fund balances, end of year
$10,544,908
Program services expenses (Part IX)
$577,368
Management and general expenses
$142,294
Fundraising expenses
$21,102
Program service expenses (Part III)
$577,368

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $521,258

  • 1g · Noncash contributions included above

    $228,331

  • 3 · Investment income

    total $359,410 · excluded $359,410

  • 7a · Gross sales of assets other than inventory

    securities $1,317,528 · other assets $105,752

  • 7b · Less cost or other basis and sales expenses

    securities $1,334,150

  • 7c · Gain or loss

    securities -$16,622 · other assets $105,752

  • 7d · Net gain or loss

    total $89,130 · excluded $89,130

  • 9a · Gaming: gross income

    $3,793

  • 9b · Gaming: direct expenses

    $1,891

  • 9c · Net income from gaming

    total $1,902 · excluded $1,902

  • 10a · Gross sales of inventory

    $228,331

  • 10b · Cost of goods sold

    $228,331

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $260,935 · program services $260,935

  • 2 · Grants to domestic individuals

    total $316,433 · program services $316,433

  • 11c · Fees: accounting

    total $10,470 · management and general $10,470

  • 11f · Fees: investment management

    total $55,343 · management and general $55,343

  • 13 · Office expenses

    total $8,849 · management and general $8,849

  • 23 · Insurance

    total $2,251 · management and general $2,251

  • 24a · Other expenses: SUPPORT REIMBURSEMENTS

    total $61,866 · management and general $61,866

  • 24b · Other expenses: ANNIVERSARY CELEBRATION

    total $14,031 · fundraising $14,031

  • 24c · Other expenses: RETAIL SALES EXPENSE

    total $5,202 · fundraising $5,202

  • 24d · Other expenses: PRESENTATIONS AND WEBINAR

    total $2,520 · management and general $2,520

  • 24e · All other expenses

    total $2,864 · management and general $995 · fundraising $1,869

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,991 · end of year $58,983

  • 2 · Savings and temporary cash investments

    beginning of year $21,452 · end of year $21,313

  • 11 · Investments: publicly traded securities

    beginning of year $12,229,624 · end of year $10,466,485

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,072 · end of year $1,873

  • 27 · Net assets without donor restrictions

    beginning of year $12,298,995 · end of year $10,544,908

Mission and programs · 2022

Mission

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

  • THIS PROGRAM REIMBURSES PANORAMA, A 501(C)(3) ORGANIZATION, I.D. 94- 3048988, FOR THE SALARIES AND BENEFITS OF THREE SOCIAL WORKERS WHO PROVIDE SERVICES TO ALL RESIDENTS OF PANORAMA, A RETIREMENT COMMUNITY. ADDITIONALLY, THE FUND CONTRIBUTED 260,935 TO PANORAMA BY PAYING FOR BUILDING IMPROVEMENTS TO A BUILDING OWNED BY PANORAMA, USED FOR THE FUND'S FUNDRAISING ACTIVITIES.

    Expenses $489,546 · Grants $489,546

  • 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 $42,325 · Grants $42,325

  • THIS PROGRAM PROVIDES A SARA PENDANT FOR EACH NEW RESIDENT, REPLACEMENT BATTERIES, AND REPLACEMENT OF DEFECTIVE PENDANTS.

    Expenses $45,497 · Grants $45,497

As filed on the 2022 return.

Listed in Part VII

  • TAM ALDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • DAVE BARTRUFF

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    4.5

  • LINDA BONDURANT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • IAN CHRISTOPHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • JEANNE CHRISTOPHERSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • DEFRANCE CLARKE

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    7.5

  • ROXANNE COBB

    TRUSTEE

    Total calculated
    $0
    Hours/week
    30

  • CYNTHIA DANIELS

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    4.5

  • PAUL ELDENBURG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • JAY FELZIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • JERRY GJOVAAG

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4.5

  • LU HAMACEK

    SECRETARY

    Total calculated
    $0
    Hours/week
    4.5

  • GAIL MADDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • DENISE PRITZL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • CURT ROSLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

  • BURT SARVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • PANORAMA

    no cash amount reported

    FUNDRAISING ACTIVITI

Provenance

Return type
form_990
Tax year
2022
Filed
28 August 2023
IRS schema version
2022v5.0
Source object
202322409349301027

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