Civic Intelligence

Etta May Avery Tr FBO Simon Estes

EIN 38-4334929 • Tulsa, OK

2200 S Utica Pl Ste 550Tulsa, OK 74114
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,024,179

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,024,179

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

$1,036,957

No earlier filing loaded for comparison.

Expenses

$12,778

No earlier filing loaded for comparison.

Net Income

$1,024,179

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2024: $1,024,179Liabilities 2024: $0Net Assets 2024: $1,024,1792024

Highlighted filing

2024

Assets$1,024,179
Liabilities$0
Net Assets$1,024,179
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2024: $1,036,957Expenses 2024: $12,778Net Income 2024: $1,024,1792024

Highlighted filing

2024

Revenue$1,036,957
Expenses$12,778
Net Income$1,024,179
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,024,179
Liabilities
$0
Net assets
$1,024,179
Revenue
$1,036,957
Expenses
$12,778
Net income
$1,024,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.04$0.01$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDFIRST BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Etta May Avery Tr Fbo Simon Estes
EIN
38-4334929
Phone
9182936862
Address
2200 S UTICA PL STE 550, TULSA, OK 74114

Signing Officer

Name
Stephanie Steelmon
Title
Trust Officer
Phone
9182936862
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Milam & Associates Pllc
Address
7030 S YALE AVE STE 300, TULSA, OK 74136-5722
Phone
9184932002
Raw XML Appendix282 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE STEELMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09182936862
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETTA MAY AVERY TR FBO SIMON ESTES
ReturnHeader/Filer/BusinessNameControlTxt0ETTA
ReturnHeader/Filer/EIN0384334929
ReturnHeader/Filer/PhoneNum09182936862
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 S UTICA PL STE 550
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010572388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILAM & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07030 S YALE AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741365722
ReturnHeader/PreparerPersonGrp/PhoneNum09184932002
ReturnHeader/ReturnTs02025-11-17T09:13:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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