Civic Intelligence

Provident Benevolent Foundation

990PF • Fiscal year 2021 • EIN 58-1881092

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 10, 2022

Organization Profile
2633 Richardson Drive 4BCharlotte, 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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

92nd percentile

74%

Higher net margin than 92% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$78,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

44th percentile

6.5%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

20%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$23,061,210

Up $1,406,404 (+6.5%) from 2020

Net Assets

Up

$23,061,210

Up $1,406,404 (+6.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$1,921,097

Up $316,347 (+20%) from 2020

Expenses

Down

$506,927

Down $1,384,839 (-73%) from 2020

Net Income

Up

$1,414,170

Up $1,701,186 (+593%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$23,061,210
Liabilities$0
Net Assets$23,061,210
Open 2021 Filing

Operations Trend

Revenue Growth57th 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

2021

Revenue$1,921,097
Expenses$506,927
Net Income$1,414,170
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 10, 2022
Return Version
2020v4.0
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 4B, Charlotte, NC 28211

Signing Officer

Name
Janet Wornall
Title
Trustee
Signed
2022-01-10
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 AppendixShowing 400 of 430 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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AccountingFeesSchedule/AccountingFeesDetail/Amt03165
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep Fees - Goar Endriss & Walker
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03165
CompensationExplanation/CompensationExplanationGrp/PersonNm0Janet Wornall
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Foundation and Charitable Purposes
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Graham Absolute Return ASP Fund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ICapital Newbrook LP Sec 988 Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ICapital Newbrook LP Swap Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4Northern Trust Misc Inc
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0108686
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07202
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0377954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0128973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0506927
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01921097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0152954
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72000-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122000-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010322.58 MFO Blackrock Fds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Northern Trust LT - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Northern Trust Cap Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Wells Fargo Cap Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Wells Fargo ST - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Wells Fargo LT - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ICapital Newbrook, LP - ST Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ICapital Newbrook, LP - LT Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc819649.43 Corbin Multi Strategy 5% Holdback
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93968.336 Corbin Multi Strategy Fund LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10438.745 Corbin Multi Strategy Fund LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Bank of Nova Scotia Accrued Mkt Disc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12US Treasury Note 1.625% Accrued Mkt Disc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01458875
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01414170
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018021
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010255
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023079231
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021654806
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023061210
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01295429
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01295429
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01295429
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01320340
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024911
IRS990PF/DistributableAmountGrp/TotalTaxAmt024911
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt041497
IRS990PF/FMVAssetsEOYAmt029452500
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt021654806
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt023061210
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Wells Fargo Mgmt Fees
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,061,210
Liabilities
$0
Net assets
$23,061,210
Revenue
$1,921,097
Expenses
$506,927
Net income
$1,414,170
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