Civic Intelligence

Contractors Educational Trust Fund

990 • Fiscal year 2022 • EIN 72-6141483

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 29, 2024

Organization ProfileN/A
PO Box 3807Baton Rouge, LA 70821

(225) 275-4400

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

87th percentile

53%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

15%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Flat

$582,188

Flat from 2022

Net Assets

Flat

$576,488

Flat from 2022

Liabilities

Flat

$5,700

Flat from 2022

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin90th percentile

Revenue

Flat

$376,722

Flat from 2022

Expenses

Flat

$180,697

Flat from 2022

Net Income

Flat

$196,025

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,421,680Liabilities 2011: $0Net Assets 2011: $1,421,6802011Assets 2012: $1,604,888Liabilities 2012: $0Net Assets 2012: $1,604,8882012Assets 2013: $1,843,166Liabilities 2013: $0Net Assets 2013: $1,843,1662013Assets 2014: $776,702Liabilities 2014: $0Net Assets 2014: $776,7022014Assets 2015: $912,811Liabilities 2015: $0Net Assets 2015: $912,8112015Assets 2016: $403,566Liabilities 2016: $0Net Assets 2016: $403,5662016Assets 2017: $208,175Liabilities 2017: $3,500Net Assets 2017: $204,6752017Assets 2018: $114,400Liabilities 2018: $0Net Assets 2018: $114,4002018Assets 2019: $286,002Liabilities 2019: $0Net Assets 2019: $286,0022019Assets 2020: $389,126Liabilities 2020: $5,000Net Assets 2020: $384,1262020Assets 2021: $380,463Liabilities 2021: $0Net Assets 2021: $380,4632021Assets 2022: $582,188Liabilities 2022: $5,700Net Assets 2022: $576,4882022Assets 2022: $582,188Liabilities 2022: $5,700Net Assets 2022: $576,4882022

Highlighted filing

2022

Assets$582,188
Liabilities$5,700
Net Assets$576,488
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $242,193Expenses 2011: $49,082Net Income 2011: $193,1112011Revenue 2012: $258,510Expenses 2012: $75,302Net Income 2012: $183,2082012Revenue 2013: $346,020Expenses 2013: $107,742Net Income 2013: $238,2782013Revenue 2014: $316,075Expenses 2014: $1,382,539Net Income 2014: -$1,066,4642014Revenue 2015: $415,660Expenses 2015: $279,551Net Income 2015: $136,1092015Revenue 2016: $349,284Expenses 2016: $858,529Net Income 2016: -$509,2452016Revenue 2017: $225,032Expenses 2017: $423,923Net Income 2017: -$198,8912017Revenue 2018: $221,704Expenses 2018: $311,979Net Income 2018: -$90,2752018Revenue 2019: $245,623Expenses 2019: $74,021Net Income 2019: $171,6022019Revenue 2020: $328,124Expenses 2020: $230,000Net Income 2020: $98,1242020Revenue 2021: $326,727Expenses 2021: $330,390Net Income 2021: -$3,6632021Revenue 2022: $376,722Expenses 2022: $180,697Net Income 2022: $196,0252022Revenue 2022: $376,722Expenses 2022: $180,697Net Income 2022: $196,0252022

Highlighted filing

2022

Revenue$376,722
Expenses$180,697
Net Income$196,025
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 29, 2024
Return Version
2022v5.0
Gross Receipts
$376,722
Mission and Program Overview

Mission

To fund educational programs and professorships at universities.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$380,459$582,188▲ $201,729
Rtn Earn Endowment Incm Other Fnds$380,463$576,488▲ $196,025
Accounts Receivable$4--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$380,463$582,188▲ $201,725
Liabilities
Accounts Payable and Accrued Expenses-$5,700-
Total Liabilities$0$5,700▲ $5,700
Net Assets / Fund Balance
Total Net Assets Fund Balance$380,463$576,488▲ $196,025
Total Liabilities and Net Assets / Fund Balance$380,463$582,188▲ $201,725
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Victor F WestonChairman
Mark O GrahamVice Chairman
Duane MizellAlternate Trustee
Greg WestonAlternate Trustee
Art FavreTrustee
Christopher StuartTrustee
David GalloTrustee
Ryan GooteeTrustee
Kenneth E NaquinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$376,716
Program Service Revenue
$0
Investment Income
$6
Other Revenue
$0
All Other Contributions
$376,716
Change in Net Assets
$196,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$169,137
Other Expenses$11,560
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$169,137--$169,137
Fees for Services Accounting-$5,700-$5,700
Fees for Services Legal-$1,560-$1,560
Other Expenses-$584-$584
All Other Expenses-$156-$156
Total Functional Expenses$169,137$11,560$0$180,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fletcher Community CollegeSchriever, LAGovernmentFund Are Used for Education Programs$52,500
University of La MonroeMonroe, LAGovernmentFunds Are Used for Education Programs$43,148
Ul FoundationLafayette, LA501(c)Funds Are Used for Scholarships$25,000
Lsu FoundationBaton Rouge, LA501(c)Funds Are Used for Scholarships$19,489
Trenchless Technology CenterRuston, LAGovernmentFund Are Used for Education Programs$10,000
Uncommon ConstructionNew Orleans, LA501(c)Funds Are Used for Education Programs and Scholarships$10,000
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 and a copy of the compiled financial statements are made available for comparison.”

Form 990, Part VI, Section C, Line 19

“All documentation is available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Contractors Educational Trust Fund
EIN
72-6141483
Phone
2252754400
Address
PO BOX 3807, BATON ROUGE, LA 70821

Signing Officer

Name
Victor F Weston
Title
Trustee
Phone
2252754400
Signed
2024-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victor F Weston
Formed
1990
Legal Domicile
La
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Eag Gulf Coast LLC
Address
8550 UNITED PLAZA BLVD SUITE 1001, BATON ROUGE, LA 70809
Preparer
Brandon Lagarde
Phone
2259224600
Supplemental Narrative

Additional Explanations

Form 990, Part XI Line 2C

“No change from prior year”

Financial Statement Notes

PART X, LINE 2:

“The fund has been recognized by the internal revenue service as a not-for-profit organization as described in section 501(c)(3) of the internal revenue code. The fund received a letter from the irs stating such exemption. Accordingly, no provision for income taxes has been made. However, should the fund engage in activites unrelated to the purpose for which it was created, this could result in taxable income. The fund had no unrelated business income for the fiscal years ended december 31, 2022 or 2021.”

Raw XML AppendixShowing 400 of 439 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FUND RECEIVED A LETTER FROM THE IRS STATING SUCH EXEMPTION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. HOWEVER, SHOULD THE FUND ENGAGE IN ACTIVITES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, THIS COULD RESULT IN TAXABLE INCOME. THE FUND HAD NO UNRELATED BUSINESS INCOME FOR THE FISCAL YEARS ENDED DECEMBER 31, 2022 OR 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt043148
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt252500
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt419489
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS ARE USED FOR EDUCATION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND ARE USED FOR EDUCATION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUND ARE USED FOR EDUCATION PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUNDS ARE USED FOR SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FUNDS ARE USED FOR SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FUNDS ARE USED FOR EDUCATION PROGRAMS AND SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF LA MONROE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TRENCHLESS TECHNOLOGY CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FLETCHER COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4LSU FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UNCOMMON CONSTRUCTION
IRS990ScheduleI/RecipientTable/RecipientEIN0726001695
IRS990ScheduleI/RecipientTable/RecipientEIN1726000792
IRS990ScheduleI/RecipientTable/RecipientEIN2720772772
IRS990ScheduleI/RecipientTable/RecipientEIN3726023836
IRS990ScheduleI/RecipientTable/RecipientEIN4726020969
IRS990ScheduleI/RecipientTable/RecipientEIN5473623284
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 UNIVERSITY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11207 AGRICULTURE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21407 LA-311
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3705 EAST ST MARY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43796 NICHOLSON DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 791438
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONROE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SCHRIEVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BATON ROUGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5NEW ORLEANS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd071209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd171270
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd270395
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd370503
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd470802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd570119
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROGRAMS ARE ACTIVELY MONITORED BY SPECIFICALLY ASSIGNED INDIVIDUALS AND THROUGH PERIODIC REPORT UPDATES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 AND A COPY OF THE COMPILED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR COMPARISON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTATION IS AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGE FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0380463
IRS990/TotalAssetsEOYAmt0582188
IRS990/TotalAssetsGrp/BOYAmt0380463
IRS990/TotalAssetsGrp/EOYAmt0582188
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0376716
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011560
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169137
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180697
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt05700
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt05700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0380463
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0576488
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0169137
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0376722
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0380463
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0582188
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3807
IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$582,188
Liabilities
$5,700
Net assets
$576,488
Revenue
$376,722
Expenses
$180,697
Net income
$196,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.01$0.58$0.38$0.18$0.20
2022Summary only. Only limited summary data is available for this year.$0.58$0.01$0.58$0.38$0.18$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.33$0.33$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.01$0.38$0.33$0.23$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.25$0.07$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.22$0.31$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.20$0.23$0.42$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.35$0.86$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.42$0.28$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.32$1.38$1.07
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.35$0.11$0.24
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.26$0.08$0.18
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.24$0.05$0.19