PANORAMA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PANORAMA (EIN 94-3048988)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-08-10
- IRS object ID
- 201122229349300232
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T10:39:31-05:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM McGladrey Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E 8th Avenue Suite 300 | AddressLine1 |
| City | Olympia | City |
| State | WA | State |
| ZIP Code | 985011386 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943048988 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANORAMA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PANO | NameControl |
| Phone | 3604560111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 CIRCLE LANE SE | AddressLine1 |
| City | LACEY | City |
| State | WA | State |
| ZIP Code | 98503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES W strader | Name |
| Title | Vice President | Title |
| Phone | 3604560111 | Phone |
| Date Signed | 2011-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dale K Hedden Managing Director | Name |
| Phone | 3607547244 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Joseph Di Santo | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 CIRCLE LANE SE | AddressLine1 |
| City | LACEY | City |
| State | WA | State |
| ZIP Code | 98503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 85786522 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PANORAMACITY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TO ENCOURAGE AND ENRICH THE LIVES OF INDIVIDUALS WHO CHOOSE TO MAKE PANORAMA THEIR HOME. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 495 | TotalNbrEmployees |
| Total Nbr Volunteers | 1500 | TotalNbrVolunteers |
| Total Gross UBI | 21839 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9252 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1150 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4947306 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35055879 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36694220 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1149683 | InvestmentIncomePriorYear |
| Investment Income Current Year | 434891 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 21495 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21839 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36228207 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42098256 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 70000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15218457 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15789421 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 76826 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18128890 | OtherExpensePriorYear |
| Other Expenses Current Year | 17665416 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33417347 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33454837 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2810860 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8643419 | RevenuesLessExpensesCY |
| Total Assets BOY | 149316709 | TotalAssetsBOY |
| Total Assets EOY | 156753515 | TotalAssetsEOY |
| Total Liabilities BOY | 114230732 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 112443403 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35085977 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44310112 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE RETIREMENT LIVING AND CONVALESCENT CARE FOR SENIOR CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30259549 | Expense |
| Revenue | 36694220 | Revenue |
| Description | PANORAMA OPERATES A RETIREMENT CENTER THAT OFFERS 871 RESIDENTIAL FAMILY DWELLING UNITS, INCLUDING 40 ASSISTED LIVING UNITS. PANORAMA ALSO OPERATES A 155 BED SKILLED NURSING FACILITY. PANORAMA HAS A VARIETY OF COMMUNITY FACILITIES, SUCH AS A COMMUNITY HALL WITH A RESTAURANT, AQUATIC AND FITNESS CENTER, PHARMACY, TRAVEL AGENCY, GIFT AND GROCERY SHOP, BEAUTY SALON, TWO FINANCIAL INSTITUTIONS, TWO BROKERAGE FIRMS, AND COMMON AREAS FOR RECREATIONAL AND SOCIAL USE. | Description |
| Total Program Service Expense | 30259549 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 105 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 495 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES W STRADER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3604560111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 CIRCLE LANE SE | AddressLine1 |
| City | LACEY | City |
| State | WA | State |
| ZIP Code | 98503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| FRED GOLDBERG | ||||||||
| CHAIRMAN | 2.00 | X | 23700 | 0 | 0 | |||
| DARYL JENSEN | ||||||||
| chairman | 2.00 | X | 24000 | 0 | 0 | |||
| LYNN BRUNTON | ||||||||
| DIRECTOR | 2.00 | X | 16800 | 0 | 0 | |||
| JAMES OLSON | ||||||||
| DIRECTOR | 2.00 | X | 18138 | 0 | 0 | |||
| Dr WILLIAM GAVIN | ||||||||
| DIRECTOR | 2.00 | X | 24900 | 0 | 0 | |||
| RALPH MUNRO | ||||||||
| DIRECTOR | 2.00 | X | 17700 | 0 | 0 | |||
| NANCY H mason | ||||||||
| director | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH DI SANTO | ||||||||
| PRESIDENT/CEO | 40.00 | 305075 | 0 | 121984 | X | |||
| CHARLES W STRADER | ||||||||
| VICE-PRESIDENT & CFO | 40.00 | 244842 | 0 | 46626 | X | |||
| KEVIN BOWEN | ||||||||
| c&R ADMINISTRATOR | 40.00 | 180055 | 0 | 22555 | X | |||
| VICKI CATE | ||||||||
| CONTROLLER | 40.00 | 140623 | 0 | 10987 | X | |||
| HOWARD BURTON | ||||||||
| DIRECTOR OF MARKETING | 40.00 | 158123 | 0 | 21683 | X | |||
| MATT MURRY | ||||||||
| DIR. OF HUMAN RESOURCES | 40.00 | 154401 | 0 | 20451 | X | |||
| Patrick Thielen | ||||||||
| Retirement Counselor | 40.00 | 168404 | 0 | 16172 | X | |||
| Marjorie Martin | ||||||||
| Dir. of Operations | 40.00 | 125169 | 0 | 20394 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1601930 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 280852 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUSHFORTH CONSTRUCTION | |||||
| 6021 12TH ST EAST SUITE 100 | TACOMA | WA | 984141399 | CONTRACTOR | 12228762 |
| SCOTT WALL CONSTRUCTION | |||||
| PO BOX 2789 | OLYMPIA | WA | 98507 | CONTRACTOR | 2387016 |
| NEW CARE CONSULTING | |||||
| PO BOX 1096 | TACOMA | WA | 98401 | SERVICE AND EQUIPMENT | 1769126 |
| sundance rehabilitation | |||||
| 6549 paysphere circle | chicago | IL | 60674 | service | 891231 |
| propel insurance | |||||
| po box 2940 | tacoma | WA | 98401 | service | 789233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 4947306 | RelatedOrganizations |
| Noncash Contributions | 3746687 | NoncashContributions |
| Total Contributions | 4947306 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RETIREMENT COMMUNITY | 531310 | 23305273 | 23305273 |
| CONVALESCENT CENTER | 623000 | 13388947 | 13388947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36694220 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1182940 | TotalRevenueColumn |
| Exclusion | $1,182,940 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42940217 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42940217 | Securities |
| Other | 748049 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | -748049 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -748049 | TotalRevenueColumn |
| Exclusion | -$748,049 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVERTISING | Description |
| Business Code | 541800 | BusinessCode |
| Total Revenue Column | 21839 | TotalRevenueColumn |
| Unrelated Business Revenue | 21839 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21839 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42098256 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36694220 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21839 | UnrelatedBusinessRevenue |
| Exclusion | $434,891 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1032306 | Total |
| Management And General | 1032306 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11459603 | Total |
| Program Services | 10657431 | ProgramServices |
| Management And General | 738097 | ManagementAndGeneral |
| Fundraising | 64075 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460515 | Total |
| Program Services | 428279 | ProgramServices |
| Management And General | 28545 | ManagementAndGeneral |
| Fundraising | 3691 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1479756 | Total |
| Program Services | 1283105 | ProgramServices |
| Management And General | 192277 | ManagementAndGeneral |
| Fundraising | 4374 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1357241 | Total |
| Program Services | 1176871 | ProgramServices |
| Management And General | 175684 | ManagementAndGeneral |
| Fundraising | 4686 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159761 | Total |
| Management And General | 159761 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103833 | Total |
| Management And General | 103833 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448694 | Total |
| Program Services | 426259 | ProgramServices |
| Management And General | 22435 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275194 | Total |
| Program Services | 261434 | ProgramServices |
| Management And General | 13760 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3971418 | Total |
| Program Services | 3772847 | ProgramServices |
| Management And General | 198571 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100872 | Total |
| Program Services | 95828 | ProgramServices |
| Management And General | 5044 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1796395 | Total |
| Program Services | 1796395 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6128714 | Total |
| Program Services | 5822278 | ProgramServices |
| Management And General | 306436 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419165 | Total |
| Program Services | 398207 | ProgramServices |
| Management And General | 20958 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Supplies | 1319156 | 1253198 | 65958 |
| Repairs and maintenance | 1021133 | 970076 | 51057 |
| THERAPY | 804337 | 804337 | |
| FOOD COSTS/MEDICINE | 630587 | 630587 | |
| RESIDENT PROGRAMS | 411327 | 411327 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74830 | Total |
| Program Services | 71090 | ProgramServices |
| Management And General | 3740 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33454837 | Total |
| Program Services | 30259549 | ProgramServices |
| Management And General | 3118462 | ManagementAndGeneral |
| Fundraising | 76826 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1745010 | BOY |
| EOY | 355097 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5339458 | BOY |
| EOY | 3617283 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 813375 | BOY |
| EOY | 934562 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385466 | BOY |
| EOY | 128258 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53447 | BOY |
| EOY | 52547 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218000 | BOY |
| EOY | 340067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 168428577 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 67972818 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76280662 | BOY |
| EOY | 100455759 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40746442 | BOY |
| EOY | 45690057 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23734849 | BOY |
| EOY | 5179885 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149316709 | BOY |
| EOY | 156753515 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4807427 | BOY |
| EOY | 3741915 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59611907 | BOY |
| EOY | 58708933 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45400000 | BOY |
| EOY | 44500000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16358 | BOY |
| EOY | 15000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4395040 | BOY |
| EOY | 5477555 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114230732 | BOY |
| EOY | 112443403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34778121 | BOY |
| EOY | 44297757 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307856 | BOY |
| EOY | 12355 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35085977 | BOY |
| EOY | 44310112 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149316709 | BOY |
| EOY | 156753515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 68537 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 230062 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1150 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4947306 | CurrentTaxYear |
| Total | 5309875 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30936732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31726352 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33917607 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35055879 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36694220 | CurrentTaxYear |
| Total | 168330790 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30999552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31794889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34147669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35057029 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41641526 | CurrentTaxYear |
| Total | 173640665 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19339 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19339 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20000 | CurrentTaxYear |
| Total | 98791 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4356915 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4674895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4955832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4723934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4680642 | CurrentTaxYear |
| Total | 23392218 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4376254 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4694234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4975945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4743934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4700642 | CurrentTaxYear |
| Total | 23491009 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 150149656 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 905080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1503444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1919705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2092169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1182940 | CurrentTaxYear |
| Total | 7603338 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 905080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1503444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1919705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2092169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1182940 | CurrentTaxYear |
| Total | 7603338 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7240 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7875 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9252 | CurrentTaxYear |
| Total | 89658 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31960757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33305573 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36075249 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37158364 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42833718 | CurrentTaxYear |
| Total | 181333661 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82800 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96160 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04190 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03680 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6010024 | OtherCostOrOtherBasis |
| Book Value | 6010024 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 145378054 | OtherCostOrOtherBasis |
| Depreciation | 57996568 | Depreciation |
| Book Value | 87381486 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12414353 | OtherCostOrOtherBasis |
| Depreciation | 7109269 | Depreciation |
| Book Value | 5305084 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4626146 | OtherCostOrOtherBasis |
| Depreciation | 2866981 | Depreciation |
| Book Value | 1759165 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 100455759 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| certificates of deposit | 3440832 | F |
| U.S. Agencies | 5946731 | F |
| debt securities | 32048341 | F |
| Benevolent Fund- Equity Securities | 682283 | F |
| other securities | 1355974 | F |
| variable rate demand notes | 1605000 | F |
| restricted investments | 610896 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 45690057 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE entrance fees | $2,000,000 |
| FAIR VALUE OF INTEREST RATE SWAP | $2,626,568 |
| OTHER | $619,822 |
| annuity obligations | $231,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5477555 | TotalOfAmounts |
| Total Revenue | 42098256 | TotalRevenue |
| Total Expenses | 33454837 | TotalExpenses |
| Excess Or Deficit For Year | 8643419 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 809263 | NetUnrealizedGLOnInvestments |
| Other | -$228,547 | OtherAmount |
| Total Adjustments | 580716 | TotalAdjustments |
| Excess Or Deficit Per FS | 9224135 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 43655568 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 809263 | NetUnrealizedGainsInvestments |
| Other Revenues | 748049 | OtherRevenues |
| Revenue Not Rptd F990 | 1557312 | RevenueNotRptdF990 |
| Revenue Subtotal | 42098256 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42098256 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34431433 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 976596 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 976596 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33454837 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 33454837 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THE ORGANIZATION MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS; THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR FISCAL YEARS ENDED JULY 31, 2006, AND PRIOR. |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED GAIN/(LOSS) ON INTEREST RATE SWAP: -228547. | |
| Part XII, Line 2d - Other Adjustments: | LOSS ON ABANDONED PROPERTY NETTED INTO TAX REVENUE: 748049. | |
| Part XIII, Line 2d - Other Adjustments: | LOSS ON ABANDONED PROPERTY: 748049. unrealized losses on interest rate swap: 228547. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH DI SANTO | |||||||||||||
| 247257 | 0 | 57818 | 0 | 0 | 0 | 114297 | 0 | 7687 | 0 | 427059 | 0 | 0 | 0 |
| CHARLES W STRADER | |||||||||||||
| 207149 | 0 | 37693 | 0 | 0 | 0 | 39297 | 0 | 7329 | 0 | 291468 | 0 | 0 | 0 |
| KEVIN BOWEN | |||||||||||||
| 151457 | 0 | 28598 | 0 | 0 | 0 | 10899 | 0 | 11656 | 0 | 202610 | 0 | 0 | 0 |
| VICKI CATE | |||||||||||||
| 115007 | 0 | 25616 | 0 | 0 | 0 | 0 | 0 | 10987 | 0 | 151610 | 0 | 0 | 0 |
| HOWARD BURTON | |||||||||||||
| 149066 | 0 | 9057 | 0 | 0 | 0 | 10056 | 0 | 11627 | 0 | 179806 | 0 | 0 | 0 |
| MATT MURRY | |||||||||||||
| 129651 | 0 | 24750 | 0 | 0 | 0 | 9082 | 0 | 11369 | 0 | 174852 | 0 | 0 | 0 |
| Patrick Thielen | |||||||||||||
| 19200 | 0 | 149204 | 0 | 0 | 0 | 9660 | 0 | 6512 | 0 | 184576 | 0 | 0 | 0 |
| Marjorie Martin | |||||||||||||
| 116769 | 0 | 8400 | 0 | 0 | 0 | 6312 | 0 | 14082 | 0 | 145563 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | wASHINGTON STATE HOUSING FINANCE COMMITTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911875730 | IssuerEIN |
| CUSIP Number | 93978LEX0 | CUSIPNumber |
| Date Issued | 2008-04-01 | DateIssued |
| Issue Price | 28500000 | IssuePrice |
| Description Of Purpose | CAPITAL PROJECTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 28500000 | TotalProceeds |
| Capital Expenditures | 28500000 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | James Olson | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board member is resident of panorama | Relationship |
| Amount Of Transaction | 20000 | AmountOfTransaction |
| Description Of Transaction | LEASE PAYMENTS RECEIVED FROM BOARD MEMBER | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3746687 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | A DRAFT OF THE FEDERAL RETURN IS REVIEWED IN DETAIL FOR ACCURACY AND CONSISTENCY BY VICKI CATE, CONTROLLER. AMOUNTS ARE CROSS-REFERENCED TO THE AUDITED FINANCIAL STATEMENTS OR OTHER RECORDS OF THE COMPANY. QUESTIONS ARE RESOLVED THROUGH COMMUNICATIONS WITH THE PREPARER, AND CHANGES, IF ANY, ARE MADE. BILL STRADER, CFO REVIEWS THE RETURN FOR REASONABLENESS. THE DRAFT RETURN IS E-MAILED TO EACH BOARD MEMBER FOR REVIEW. BOARD MEMBERS COMMUNICATE QUESTIONS TO BILL STRADER AND EACH QUESTION IS RESOLVED PRIOR TO FINALIZING AND FILING THE RETURN WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | PANORAMA HAS A CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS AND KEY EMPLOYEES, WHICH IS REVIEWED ANNUALLY. THE POLICY DICTATES THE PROTOCOL TO BE FOLLOWED FOR TRANSACTIONS OR ARRANGEMENTS WHICH CREATE A CONFLICT OF INTEREST. THE POLICY IS STRICTLY ADHERED TO. EACH BOARD MEMBER AND MEMBERS OF MANAGEMENT ACKNOWLEDGE (FORM SIGNED AND MAINTAINED BY HR) 1) RECEIPT OF THE POLICY, AND 2) THEIR UNDERSTANDING OF THE CONTENTS AND THE REQUIREMENT TO BE BOUND IN COMPLIANCE WITH THE POLICY. |
| Form 990, Part VI, Section B, line 15 | PANORAMA HAS A COMPENSATION COMMITTEE WHICH COMPRISES CERTAIN BOARD MEMBERS. ANNUALLY, THE COMMITTEE MEETS TO DETERMINE COMPENSATION OF EXECUTIVE MANAGEMENT. INDUSTRY DATA IS ACCUMULATED AND STUDIES ARE PERFORMED TO VERIFY COMPENSATION IS COMPARABLE TO OTHERS IN SIMILAR POSITIONS IN OTHER ORGANIZATIONS. |
| Form 990, Part VI, Section C, line 19 | PANORAMA'S GOVERNING DOCUMENTS INCLUDING THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REPORTS ARE MAINTAINED IN THE EXECUTIVE OFFICE. FORM 990 IS ALSO AVAILABLE ONLINE AT GUIDESTAR WEBSITE. |
| FORM 990, PART XI, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PANORAMA CITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 CIRCLE LANE SE | AddressLine1 |
| City | OLYMPIA | City |
| State | WA | State |
| ZIP Code | 98503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911877659 | EIN |
| Primary Activities | PROVIDES SUPPORT TO PANORAMA. | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | Line 7 | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE PANORAMA CITY FOUNDATION | |
| C | 4947306 |
| THE PANORAMA CITY FOUNDATION | |
| M | |
| THE PANORAMA CITY FOUNDATION | |
| P | 99631 |
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