Civic Intelligence

Covenant Health Investment Trust

990 • Fiscal year 2013 • EIN 04-6835128

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 12, 2014

Organization ProfileCOVENANTHS.ORG
100 Ames Pond DriveAndover, MA 01876

(978) 654-6363

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

26th percentile

0.24x

Higher debt load relative to revenue than 26% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

99th percentile

93%

Higher net margin than 99% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$484,166

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Asset Growth

94th percentile

30%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$232,932,602

Up $53,754,477 (+30%) from 2012

Net Assets

Up

$229,981,037

Up $53,441,787 (+30%) from 2012

Liabilities

Up

$2,951,565

Up $312,690 (+12%) from 2012

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin99th percentile

Revenue

$12,418,420

No earlier filing loaded for comparison.

Expenses

Down

$818,648

Down $32,647 (-3.8%) from 2012

Net Income

$11,599,772

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $129,137,949Liabilities 2010: $145,768Net Assets 2010: $128,992,1812010Assets 2011: $147,469,529Liabilities 2011: $2,173,965Net Assets 2011: $145,295,5642011Assets 2012: $179,178,125Liabilities 2012: $2,638,875Net Assets 2012: $176,539,2502012Assets 2013: $232,932,602Liabilities 2013: $2,951,565Net Assets 2013: $229,981,0372013Assets 2014: $248,792,972Liabilities 2014: $3,271,386Net Assets 2014: $245,521,5862014Assets 2015: $238,250,753Liabilities 2015: $243,682Net Assets 2015: $238,007,0712015Assets 2016: $239,803,223Liabilities 2016: $172,550Net Assets 2016: $239,630,6732016Assets 2017: $296,055,490Liabilities 2017: $164,766Net Assets 2017: $295,890,7242017Assets 2018: $223,818,120Liabilities 2018: $167,475Net Assets 2018: $223,650,6452018Assets 2019: $269,001,472Liabilities 2019: $188,837Net Assets 2019: $268,812,6352019Assets 2020: $327,463,635Liabilities 2020: $0Net Assets 2020: $327,463,6352020Assets 2021: $352,819,682Liabilities 2021: $0Net Assets 2021: $352,819,6822021Assets 2022: $244,447,441Liabilities 2022: $0Net Assets 2022: $244,447,4412022Assets 2023: $265,170,840Liabilities 2023: $0Net Assets 2023: $265,170,8402023Assets 2024: $260,230,079Liabilities 2024: $0Net Assets 2024: $260,230,0792024

Highlighted filing

2013

Assets$232,932,602
Liabilities$2,951,565
Net Assets$229,981,037
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $700,0502010Expenses 2011: $793,6932011Expenses 2012: $851,2952012Revenue 2013: $12,418,420Expenses 2013: $818,648Net Income 2013: $11,599,7722013Revenue 2014: $13,388,378Expenses 2014: $870,581Net Income 2014: $12,517,7972014Revenue 2015: $10,343,213Expenses 2015: $838,319Net Income 2015: $9,504,8942015Revenue 2016: $5,538,253Expenses 2016: $700,464Net Income 2016: $4,837,7892016Revenue 2017: $6,497,552Expenses 2017: $748,224Net Income 2017: $5,749,3282017Revenue 2018: $9,895,750Expenses 2018: $772,064Net Income 2018: $9,123,6862018Revenue 2019: $20,875,840Expenses 2019: $694,840Net Income 2019: $20,181,0002019Revenue 2020: $15,015,788Expenses 2020: $607,788Net Income 2020: $14,408,0002020Revenue 2021: $68,215,808Expenses 2021: $0Net Income 2021: $68,215,8082021Revenue 2022: -$914,895Expenses 2022: $0Net Income 2022: -$914,8952022Revenue 2023: -$4,632,096Expenses 2023: $1,079,411Net Income 2023: -$5,711,5072023Revenue 2024: $10,513,988Expenses 2024: $938,821Net Income 2024: $9,575,1672024

Highlighted filing

2013

Revenue$12,418,420
Expenses$818,648
Net Income$11,599,772
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 12, 2014
Return Version
2013v3.0
Gross Receipts
$12,418,420
Mission and Program Overview

Mission

Providentia prima was established to hold and manage pooled investments of various organizations exempt from federal income tax under section 501 (c) (3).

Providentia prima was established to hold and manage pooled investments of various organizations exempt from federal income tax under section 501 (c) (3)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$176,539,250$229,981,037▲ $53,441,787
Investments in Publicly Traded Securities$128,325,437$182,562,681▲ $54,237,244
Investments Other Securities$45,377,110$45,854,451▲ $477,341
Cash and Non-Interest-Bearing Accounts$3,258,411$636,711▼ $2,621,700
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$179,178,125$232,932,602▲ $53,754,477
Other Assets Total$2,217,167$3,878,759▲ $1,661,592
Liabilities
Accounts Payable and Accrued Expenses$2,638,875$2,951,565▲ $312,690
Total Liabilities$2,638,875$2,951,565▲ $312,690
Net Assets / Fund Balance
Total Net Assets Fund Balance$176,539,250$229,981,037▲ $53,441,787
Total Liabilities and Net Assets / Fund Balance$179,178,125$232,932,602▲ $53,754,477

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$45,854,451--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Donald M DehartChair/president
Richard J PlamondonVice President
Carolyn KasabianTrustee
Kevin HalloranTrustee
Paul ErcoliniTrustee
SR CATHERINE O'CONNORTrustee
William AdamsTrustee
William DemasoTrustee
John AhleTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Silchester International InvestorsInvestment Manager-$146,746
Nepc LLCInvestment Manager-$142,900
State Street Bank & TrustCustodian Fees-$116,226
Ironbridge Capital Management LPInvestment Manager-$108,488
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,406,639
Other Revenue
$11,781
Change in Net Assets
$11,599,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,599,772
Revenue Not Reported on Financial Statements
$818,647
Revenue Not Reported on Form 990
$21,643,948
Other Revenue Adjustments
$818,647
Total Revenue per Audited Statements
$33,243,720
Total Revenue per Form 990
$12,418,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$818,648
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$710,053-$710,053
Fees for Services Accounting-$35,193-$35,193
Other Expenses-$23,402-$23,402
Total Functional Expenses$0$818,648$0$818,648

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$818,647
Other Expense Adjustments$818,647
Total Expenses per Form 990$818,647
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of trustees delegated management duties to cardinal investment management, inc. (ein 04-3391257).”

Form 990, Part VI, Section B, Line 11

“The 990 is presented to, and reviewed by, the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The monitoring and enforcement of compliance with the policy is completed at the individual board levels of the entities that are shareholders of providentia prima.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

EIN
04-6835128
Phone
9786546363

Signing Officer

Name
John Ahle
Title
Chief Financial Officer
Phone
9786546363
Signed
2014-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Ahle
Formed
1996
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
William G Steele Jr CPA
Phone
6036228881
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net transfer from affiliates 20,198,067.”

Financial Statement Notes

PART X, LINE 2:

“Included in the consolidated audited financial statements is the following "tax exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. The system has evaluated the positions taken on its filed tax returns, and has concluded no uncertain income tax positions exist at december 31, 2013."”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses included in revenue 818,647.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses included in revenue 818,647.”

Raw XML AppendixShowing 400 of 930 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt80
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10COVENANT HEALTH SYSTEMS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11ST MARY'S HEALTH SYSTEM INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12FANNY ALLEN CORPORATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13CHS OF WALTHAM INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14ST JOSEPH HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15YOUVILLE HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine16YOUVILLE PLACE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine17ST ANDRE HEALTH CARE FACILITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine18MI NURSINGRESTORATIVE CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine19ST MARY'S VILLA NURSING HOME INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine110MI MANAGEMENT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine111MI ADULT DAY HEALTH CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine112MI TRANSPORTATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine113YOUVILLE HOUSE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine114ST MARY'S REGIONAL MEDICAL CTR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine115ST MARY'S D'YOUVILLE PAVILION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine116ST JOSEPH HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine117ST JOSEPH AMBULATORY CARE INC
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,932,602
Liabilities
$2,951,565
Net assets
$229,981,037
Revenue
$12,418,420
Expenses
$818,648
Net income
$11,599,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$260$0.00$260$10.5$0.94$9.58
2023Detailed filing. Detailed filing data is available for this year.$265$0.00$265$4.63$1.08$5.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$244$0.00$244$0.91$0.00$0.91
2021Detailed filing. Detailed filing data is available for this year.$353$0.00$353$68.2$0.00$68.2
2020Summary only. Only limited summary data is available for this year.$327$0.00$327$15.0$0.61$14.4
2019Detailed filing. Detailed filing data is available for this year.$269$0.19$269$20.9$0.69$20.2
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$0.17$224$9.90$0.77$9.12
2017Detailed filing. Detailed filing data is available for this year.$296$0.16$296$6.50$0.75$5.75
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$240$0.17$240$5.54$0.70$4.84
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$238$0.24$238$10.3$0.84$9.50
2014Detailed filing. Detailed filing data is available for this year.$249$3.27$246$13.4$0.87$12.5
2013Detailed filing. Detailed filing data is available for this year.$233$2.95$230$12.4$0.82$11.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$179$2.64$177$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$2.17$145$0.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$0.15$129$0.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $100M-$250M nonprofits