AUMdb

Panorama

EIN 943048988 · 501(c)(3) · Public charity · Lacey, WA · recognized 1992

Assets
$240M
Revenue
$65.3M
Expenses
$59.4M
Investment income
$1.4M

Form 990 fiscal year ended 07/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
J4 Contractors Construction $2,470,144
Schuler Construction Llc Construction $1,833,797
Royce Pacific Contracting Construction $1,724,758
Canyon Creek Cabinet Co Construction $988,098
Aegis Therapies Inc Therapy services $913,516

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Charles W Strader Ceo, cfo & treasurer $606,600 $101,956
Matthew Murry President & coo $604,009 $103,737
Dennis Wilkerson Cnr administrator $274,644 $28,789
Cynthia Mckrill Controller $258,494 $41,217
Kimberly Thorpe Retirement advisor $251,435 $18,254
Lisa Zvirzdys Retirement advisor $228,461 $29,048
Jillian Huentelman Director of marketing $225,834 $27,140
Shawna Williams Director of human resources $221,255 $27,237
Jacklynn Roberts Executive assistant & secretary $93,602 $22,193
Daryl Jensen Co-vice chairman $36,000 $0
William A Gavin Md Co-vice chairman $36,000 $0
Fred Goldberg Chairman $36,000 $0
Judy Murphy Director $32,400 $0
Nancy H Mason Director $32,400 $0
Douglas Mah Director $32,400 $0
Kathryn Gail Madden Director $32,400 $0
Dale K Hedden Director $32,400 $0
Ralph Munro Director (until 11/30/2024) $27,200 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
07/31/2025 $240M $65.3M $59.4M 990 990 · obj 202513579349300116 IRS ↗
07/31/2024 $234M $57.0M $55.1M 990 990 · obj 202521059349303162 IRS ↗