Civic Intelligence

Provident Benevolent Foundation

990PF • Fiscal year 2020 • EIN 58-1881092

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization Profile
2633 Richardson DriveCharlotte, NC 28211

(704) 366-2477

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$78,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.2%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$21,654,806

Down $252,269 (-1.2%) from 2019

Net Assets

$21,654,806

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin19th percentile

Revenue

Up

$1,604,750

Up $5,119 (+0.3%) from 2019

Expenses

Up

$1,891,766

Up $418,010 (+28%) from 2019

Net Income

Down

-$287,016

Down $412,891 (-328%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$30M$20M$10M$0Assets 2012: $20,305,852Liabilities 2012: $02012Assets 2013: $20,433,364Liabilities 2013: $02013Assets 2014: $22,179,157Liabilities 2014: $02014Assets 2015: $22,651,068Liabilities 2015: $02015Assets 2016: $21,865,425Liabilities 2016: $02016Assets 2019: $21,907,075Liabilities 2019: $02019Assets 2020: $21,654,806Liabilities 2020: $0Net Assets 2020: $21,654,8062020Assets 2021: $23,061,210Liabilities 2021: $0Net Assets 2021: $23,061,2102021Assets 2022: $23,214,312Liabilities 2022: $0Net Assets 2022: $23,214,3122022Assets 2023: $21,888,348Liabilities 2023: $0Net Assets 2023: $21,888,3482023Assets 2024: $21,242,728Liabilities 2024: $0Net Assets 2024: $21,242,7282024Assets 2025: $20,440,564Liabilities 2025: $0Net Assets 2025: $20,440,5642025

Highlighted filing

2020

Assets$21,654,806
Liabilities$0
Net Assets$21,654,806
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $2,495,624Expenses 2012: $958,836Net Income 2012: $1,536,7882012Revenue 2013: $1,224,365Expenses 2013: $1,075,720Net Income 2013: $148,6452013Revenue 2014: $2,990,630Expenses 2014: $1,218,135Net Income 2014: $1,772,4952014Revenue 2015: $1,760,162Expenses 2015: $1,300,596Net Income 2015: $459,5662015Revenue 2016: $659,818Expenses 2016: $1,449,262Net Income 2016: -$789,4442016Revenue 2019: $1,599,631Expenses 2019: $1,473,756Net Income 2019: $125,8752019Revenue 2020: $1,604,750Expenses 2020: $1,891,766Net Income 2020: -$287,0162020Revenue 2021: $1,921,097Expenses 2021: $506,927Net Income 2021: $1,414,1702021Revenue 2022: $1,975,366Expenses 2022: $1,813,598Net Income 2022: $161,7682022Revenue 2023: $586,131Expenses 2023: $1,931,700Net Income 2023: -$1,345,5692023Revenue 2024: $1,459,685Expenses 2024: $2,063,780Net Income 2024: -$604,0952024Revenue 2025: $1,325,103Expenses 2025: $2,140,019Net Income 2025: -$814,9162025

Highlighted filing

2020

Revenue$1,604,750
Expenses$1,891,766
Net Income-$287,016
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet WornallDirectorPT$78,000-$78,000
Filing and Contact Details

Filer

Filer Name
Provident Benevolent Foundation
EIN
58-1881092
Phone
7043662477
Address
2633 Richardson Drive, Charlotte, NC 28211

Signing Officer

Name
Janet Wornall
Title
Trustee
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Goar Endriss & Walker Pa
Address
1590 First Street, Sarasota, FL 34236
Preparer
Kathleen R Walker
Phone
9413666380
Raw XML Appendix353 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0Janet Wornall
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Foundation and Charitable Purposes
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Form 990-PF Page 1 Box for Name Change has been checked to indicate that the name on the tax return has been revised from "CU PROVIDENT BENEVOLENT FOUNDATION-WACH" to "Provident Benevolent Foundation," which eliminates the preceding "CU" as well as the ending "-WACH." There has been no other formal change to the name.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Northern Trust LT - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Wells Fargo LT - See Attached
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Northern Trust Cap Gain Distributions
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02633 Richardson Drive Apt 4B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Charlotte
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0282113375
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Janet Wornall
IRS990PF/StatementsRegardingActyGrp/PhoneNum07043662477
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01626750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Schedule Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01626750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0986169
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0788327
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01134185
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01774496
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0148016
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0788327
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Rent
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05219
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120776
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120776
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Class Action Settlements
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Northern Trust Misc Inc
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0457
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1103
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0457
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1103
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030554
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14193
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustment to Capital
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Capital Structure Change - Bristol Myers Squibb
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt243751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt397718
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Northern Tr Custodian & Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Northern Tr Investment Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Wells Fargo Grant Admin Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Wells Fargo Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt243751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt397718
TaxesSchedule/TaxesDetail/Amt04813
TaxesSchedule/TaxesDetail/Amt1755
TaxesSchedule/TaxesDetail/Amt21715
TaxesSchedule/TaxesDetail/Amt313
TaxesSchedule/TaxesDetail/Amt45229
TaxesSchedule/TaxesDetail/Amt51690
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Estimates-Principal
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes (NT) Nonqual For. Divs
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes (NT) Qual For. Divs
TaxesSchedule/TaxesDetail/CategoryTxt3Foreign Taxes (WF) Nonqual For. Divs
TaxesSchedule/TaxesDetail/CategoryTxt4Foreign Taxes (WF) Qual For. Divs
TaxesSchedule/TaxesDetail/CategoryTxt5Refund from 2018 Tax Return
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0755
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11715
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt213
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt35229
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Wornall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Provident Benevolent Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PROV
ReturnHeader/Filer/EIN0581881092
ReturnHeader/Filer/PhoneNum07043662477
ReturnHeader/Filer/USAddress/AddressLine1Txt02633 Richardson Drive
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591493980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOAR ENDRISS & WALKER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01590 First Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09413666380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen R Walker
ReturnHeader/ReturnTs02021-05-10T11:38:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,654,806
Liabilities
$0
Net assets
$21,654,806
Revenue
$1,604,750
Expenses
$1,891,766
Net income
-$287,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.33$2.14$0.81
2024Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.46$2.06$0.60
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.59$1.93$1.35
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.98$1.81$0.16
2021Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.92$0.51$1.41
2020Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.60$1.89$0.29
2019Summary only. Only limited summary data is available for this year.$21.9$0.00$1.60$1.47$0.13
2016Summary only. Only limited summary data is available for this year.$21.9$0.00$0.66$1.45$0.79
2015Summary only. Only limited summary data is available for this year.$22.7$0.00$1.76$1.30$0.46
2014Summary only. Only limited summary data is available for this year.$22.2$0.00$2.99$1.22$1.77
2013Summary only. Only limited summary data is available for this year.$20.4$0.00$1.22$1.08$0.15
2012Summary only. Only limited summary data is available for this year.$20.3$0.00$2.50$0.96$1.54