Civic Intelligence

Construction Education Foundation Trust

EIN 75-2871916 • 501(c)3 • Fort Worth, TX

Profile

To hold, manage, and invest employer contributions to the construction education foundation, inc. On its behalf and make disbursements for tuition as required in furtherance of its exempt purposes.

PO Box 33349Fort Worth, TX 76162-3349

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

17.91x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$1,829

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-5.7%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

64%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$182,827

Down $10,994 (-5.7%) from 2023

Liabilities

Down

$172,862

Down $18,818 (-9.8%) from 2023

Net Assets

Up

$9,965

Up $7,824 (+365%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin96th percentile

Revenue

Up

$9,653

Up $3,771 (+64%) from 2023

Expenses

Up

$1,829

Up $114 (+6.6%) from 2023

Net Income

Up

$7,824

Up $3,657 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2010: $298,728Liabilities 2010: $289,114Net Assets 2010: $9,6142010Assets 2011: $266,512Liabilities 2011: $258,1872011Assets 2012: $243,520Liabilities 2012: $236,640Net Assets 2012: $6,8802012Assets 2013: $223,368Liabilities 2013: $217,912Net Assets 2013: $5,4562013Assets 2014: $164,678Liabilities 2014: $160,680Net Assets 2014: $3,9982014Assets 2015: $150,545Liabilities 2015: $148,007Net Assets 2015: $2,5382015Assets 2016: $135,437Liabilities 2016: $134,231Net Assets 2016: $1,2062016Assets 2017: $137,543Liabilities 2017: $137,338Net Assets 2017: $2052017Assets 2018: $119,931Liabilities 2018: $119,766Net Assets 2018: $1652018Assets 2019: $111,948Liabilities 2019: $111,148Net Assets 2019: $8002019Assets 2020: $146,539Liabilities 2020: $145,496Net Assets 2020: $1,0432020Assets 2021: $164,294Liabilities 2021: $164,844Net Assets 2021: -$5502021Assets 2022: $170,132Liabilities 2022: $172,158Net Assets 2022: -$2,0262022Assets 2023: $193,821Liabilities 2023: $191,680Net Assets 2023: $2,1412023Assets 2024: $182,827Liabilities 2024: $172,862Net Assets 2024: $9,9652024

Highlighted filing

2024

Assets$182,827
Liabilities$172,862
Net Assets$9,965
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2010: $838Expenses 2010: $2,105Net Income 2010: -$1,2672010Revenue 2011: $543Expenses 2011: $1,832Net Income 2011: -$1,2892011Revenue 2012: $155Expenses 2012: $1,600Net Income 2012: -$1,4452012Revenue 2013: $276Expenses 2013: $1,700Net Income 2013: -$1,4242013Revenue 2014: $42Expenses 2014: $1,500Net Income 2014: -$1,4582014Revenue 2015: $40Expenses 2015: $1,500Net Income 2015: -$1,4602015Revenue 2016: $168Expenses 2016: $1,500Net Income 2016: -$1,3322016Revenue 2017: $499Expenses 2017: $1,500Net Income 2017: -$1,0012017Revenue 2018: $1,714Expenses 2018: $1,754Net Income 2018: -$402018Revenue 2019: $2,135Expenses 2019: $1,500Net Income 2019: $6352019Revenue 2020: $1,743Expenses 2020: $1,500Net Income 2020: $2432020Revenue 2021: $57Expenses 2021: $1,650Net Income 2021: -$1,5932021Revenue 2022: $180Expenses 2022: $1,656Net Income 2022: -$1,4762022Revenue 2023: $5,882Expenses 2023: $1,715Net Income 2023: $4,1672023Revenue 2024: $9,653Expenses 2024: $1,829Net Income 2024: $7,8242024

Highlighted filing

2024

Revenue$9,653
Expenses$1,829
Net Income$7,824
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,827
Liabilities
$172,862
Net assets
$9,965
Revenue
$9,653
Expenses
$1,829
Net income
$7,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$1.73$0.10$0.10$0.02$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.94$1.92$0.02$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.70$1.72$0.02$0.00$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.64$1.65$0.01$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.47$1.45$0.01$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.12$1.11$0.01$0.02$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.00$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.38$1.37$0.00$0.00$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.35$1.34$0.01$0.00$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.51$1.48$0.03$0.00$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.65$1.61$0.04$0.00$0.02$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$2.18$0.05$0.00$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.37$0.07$0.00$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$2.67$2.58$0.01$0.02$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$2.89$0.10$0.01$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$9,653
Mission and Program Overview

Mission

To hold, manage, and invest employer contributions to the construction education foundation, inc. On its behalf and make disbursements for tuition as required in furtherance of its exempt purposes.

Program Services

DescriptionGrantsExpenses
HOLD AND INVEST TRUST FUNDS ON BEHALF OF CONSTRUCTION EDUCATION FOUNDATION, INC. (THE SUPPORTED ORGANIZATION)$0$1,829
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANK OF TEXAS NATrusteePT$1,829-$1,829
Filing and Contact Details

Filer

Filer Name
Construction Education Foundation Trust
EIN
75-2871916
Phone
9725745200
Address
PO BOX 33349, FORT WORTH, TX 76162-3349

Signing Officer

Name
Lisa Bernardo
Title
Trustee
Phone
8174205700
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Meena Mohan
Phone
2148717500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 9,653.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 19,411. End of year amount: 7,000.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: grants payable. Beg. Of year amount: 4,341. End of year amount: 4,341. Description: unearned trust fund held. Beg. Of year amount: 187,339. End of year amount: 168,521.”

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANE HANNA
IRS990EZ/BooksInCareOfDetail/PhoneNum09725745200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 S ROYAL LANE BLDG B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COPPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0175827
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07824
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0193821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182827
IRS990EZ/GrossReceiptsAmt09653
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09653
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02141
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02141
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09965
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FROST BANK OF TEXAS NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019411
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD, MANAGE, AND INVEST EMPLOYER CONTRIBUTIONS TO THE CONSTRUCTION EDUCATION FOUNDATION, INC. ON ITS BEHALF AND MAKE DISBURSEMENTS FOR TUITION AS REQUIRED IN FURTHERANCE OF ITS EXEMPT PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLD AND INVEST TRUST FUNDS ON BEHALF OF CONSTRUCTION EDUCATION FOUNDATION, INC. (THE SUPPORTED ORGANIZATION)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01829
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01829
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0191680
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0172862
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01829
IRS990EZ/TotalProgramServiceExpensesAmt01829
IRS990EZ/TotalRevenueAmt09653
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0NONE
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION IS GIVEN A COPY OF THE FORM 990EZ TO REVIEW BEFORE THE RETURN IS FILED EACH YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS DECIDE ON THE ORGANIZATION'S USE AND INVESTMENT POLICIES OF THE TRUST FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CONSTRUCTION EDUCATION FOUNDATION, INC. IS THE SUPPORTED ORGANIZATION. THE ORGANIZATION HOLDS AND INVESTS TRUST FUNDS ON BEHALF OF CONSTRUCTION EDUCATION FOUNDATION, INC. TO FURTHER THEIR EXEMPT PURPOSE OF EDUCATIONAL AND SKILL ADVANCEMENT PROGRAM FOR EMPLOYERS AND EMPLOYEES IN THE CONSTRUCTION INDUSTRY. SINCE FISCAL YEAR 2014, THE ORGANIZATION EXPERIENCED A REDUCTION IN ACTIVITY DUE TO FEWER COMPANIES REQUESTING TRAINING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0752860266
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CONSTRUCTION EDUCATION FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 9,653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 19,411. END OF YEAR AMOUNT: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 4,341. END OF YEAR AMOUNT: 4,341. DESCRIPTION: UNEARNED TRUST FUND HELD. BEG. OF YEAR AMOUNT: 187,339. END OF YEAR AMOUNT: 168,521.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BERNARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08174205700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION EDUCATION FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0752871916
ReturnHeader/Filer/PhoneNum09725745200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 33349
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761623349
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751044330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANE GORMAN TRUBITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02626 HOWELL ST SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075204
ReturnHeader/PreparerPersonGrp/PhoneNum02148717500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEENA MOHAN
ReturnHeader/ReturnTs02025-05-12T10:40:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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