Civic Intelligence

Covenant Health Investment Trust

990 • Fiscal year 2014 • EIN 04-6835128

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 28, 2015

Organization ProfileCOVENANTHEATH.NET
100 Ames Pond DriveTewksbury, MA 01876

(978) 654-6363

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.24x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

99th percentile

93%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$498,895

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

7.8%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$248,792,972

Up $15,860,370 (+6.8%) from 2013

Net Assets

Up

$245,521,586

Up $15,540,549 (+6.8%) from 2013

Liabilities

Up

$3,271,386

Up $319,821 (+11%) from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin99th percentile

Revenue

Up

$13,388,378

Up $969,958 (+7.8%) from 2013

Expenses

Up

$870,581

Up $51,933 (+6.3%) from 2013

Net Income

Up

$12,517,797

Up $918,025 (+7.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2014

Assets$248,792,972
Liabilities$3,271,386
Net Assets$245,521,586
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

2014

Revenue$13,388,378
Expenses$870,581
Net Income$12,517,797
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 28, 2015
Return Version
2014v5.0
Gross Receipts
$82,949,923
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$229,981,037$245,521,586▲ $15,540,549
Investments in Publicly Traded Securities$182,562,681$200,126,410▲ $17,563,729
Investments Other Securities$45,854,451$42,404,159▼ $3,450,292
Cash and Non-Interest-Bearing Accounts$636,711$2,571,059▲ $1,934,348
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$232,932,602$248,792,972▲ $15,860,370
Other Assets Total$3,878,759$3,691,344▼ $187,415
Liabilities
Accounts Payable and Accrued Expenses$2,951,565$3,271,386▲ $319,821
Total Liabilities$2,951,565$3,271,386▲ $319,821
Net Assets / Fund Balance
Total Net Assets Fund Balance$229,981,037$245,521,586▲ $15,540,549
Total Liabilities and Net Assets / Fund Balance$232,932,602$248,792,972▲ $15,860,370

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$42,404,159--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Nepc LLCInvestment Manager255 STATE STREET, Boston, MA 02109$159,632
Silchester International InvestorsInvestment Manager780 3RD AVENUE 42ND FLOOR, New York, NY 10017$152,179
State Street Bank & TrustCustodian Fees200 CLARENDON STREET, Boston, MA 02116$127,884
Ironbridge Capital Management LPInvestment ManagerONE PARKVIEW PL SUITE 700, Oakbrook Terrace, IL 60181$110,650
Oakbridge Investments LLCInvestment Manager2300 CABOT DRIVE SUITE 300, Lisle, IL 60532$105,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,347,118
Other Revenue
$41,260
Change in Net Assets
$12,517,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$870,581
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-$752,536-$752,536
Fees for Services Accounting-$30,124-$30,124
Other Expenses-$27,921-$27,921
Total Functional Expenses$0$870,581$0$870,581
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
Backup withholding compliance
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

Filer Name
Providentia Prima Trust
EIN
04-6835128
Phone
9786546363
Address
100 AMES POND DRIVE, TEWKSBURY, MA 01876

Signing Officer

Name
John Ahle
Title
Chief Financial Officer
Phone
9786546363
Signed
2015-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Ahle
Formed
1996
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Baker Newman Noyes Pc
Address
650 ELM STREET SUITE 302, MANCHESTER, NH 03101
Preparer
E Drew Cheney
Phone
8002447444
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net transfer from affiliates 8,762,468.”

Financial Statement Notes

PART X, LINE 2:

“Covenant and its member organizations are considered not-for-profit corporations as described in section 501(c)(3) of the internal revenue code and are exempt from federal income taxes on related income pursuant to section 501(a) of the code, except as noted below. 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. Under guidance issued by the financial accounting standards board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. The system has evaluated the position taken on its filed tax returns. The system has concluded no uncertain income tax positions exist at december 31, 2014. Under internal revenue service regulations, the system's tax years from 2011 through 2014 are open and subject to examination.”

Raw XML AppendixShowing 400 of 721 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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IRS990/NetUnrlzdGainsLossesInvstAmt0-5739716
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03878759
IRS990/OtherAssetsTotalGrp/EOYAmt03691344
IRS990/OtherChangesInNetAssetsAmt08762468
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127921
IRS990/OtherExpensesGrp/TotalAmt060000
IRS990/OtherExpensesGrp/TotalAmt127921
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt041260
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt041260
IRS990/OtherRevenueTotalAmt041260
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN AHLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012406639
IRS990/PYOtherExpensesAmt0818648
IRS990/PYOtherRevenueAmt011781
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt011599772
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0818648
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012418420
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012517797
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0229981037
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0245521586
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION OPERATES EXCLUSIVELY FOR THE BENEFIT, AND TO CARRY OUT SOME OR ALL OF THE PURPOSES, OF THE CORPORATE MEMBER (COVENANT HEALTH) AND IN THE DISCRETION OF THE CORPORATE MEMBER AND BOARD OF DIRECTORS, TO SUPPORT OTHER NON-FOR-PROFIT RELIGIOUS, EDUCATIONAL AND CHARITABLE ORGANIZATIONS THAT ARE RELATED TO THE SOLE CORPORATE MEMBER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 2
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222484505
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COVENANT HEALTH INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt042404159
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COVENANT AND ITS MEMBER ORGANIZATIONS ARE CONSIDERED NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE, EXCEPT AS NOTED BELOW. 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. UNDER GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD, ASSETS AND LIABILITIES ARE ESTABLISHED FOR UNCERTAIN TAX POSITIONS TAKEN OR POSITIONS EXPECTED TO BE TAKEN IN INCOME TAX RETURNS WHEN SUCH POSITIONS ARE JUDGED TO NOT MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD, BASED UPON THE TECHNICAL MERITS OF THE POSITION. ESTIMATED INTEREST AND PENALTIES, IF APPLICABLE, RELATED TO UNCERTAIN TAX POSITIONS ARE INCLUDED AS A COMPONENT OF INCOME TAX EXPENSE. THE SYSTEM HAS EVALUATED THE POSITION TAKEN ON ITS FILED TAX RETURNS. THE SYSTEM HAS CONCLUDED NO UNCERTAIN INCOME TAX POSITIONS EXIST AT DECEMBER 31, 2014. UNDER INTERNAL REVENUE SERVICE REGULATIONS, THE SYSTEM'S TAX YEARS FROM 2011 THROUGH 2014 ARE OPEN AND SUBJECT TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt042404159
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0351858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1242360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2292230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt070050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt12411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt27021
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt032699
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt123406
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225529
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt044288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt123000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt225773
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN AHLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CAROLYN KASABIAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RICHARD J PLAMONDON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0498895
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1291177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2350553
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES DELEGATED MANAGEMENT DUTIES TO CARDINAL INVESTMENT MANAGEMENT, INC. (EIN 04-3391257).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PRESENTED TO, AND REVIEWED BY, THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MONITORING AND ENFORCEMENT OF COMPLIANCE WITH THE POLICY IS COMPLETED AT THE INDIVIDUAL BOARD LEVELS OF THE ENTITIES THAT ARE SHAREHOLDERS OF PROVIDENTIA PRIMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET TRANSFER FROM AFFILIATES 8,762,468.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,792,972
Liabilities
$3,271,386
Net assets
$245,521,586
Revenue
$13,388,378
Expenses
$870,581
Net income
$12,517,797
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