Civic Intelligence

Simon Estes Iowa Educational Foundation

990 • Fiscal year 2017 • EIN 42-1525276

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization ProfileWWW.SIMONESTESFOUNDATION.ORG
PO Box 1265Ankeny, IA 50021-0975

(319) 610-1552

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-68%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$8,669

Down $18,774 (-68%) from 2016

Net Assets

Up

$8,669

Up $2,546 (+42%) from 2016

Liabilities

Down

$0

Down $21,320 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin45th percentile

Revenue

Up

$212,789

Up $67,480 (+46%) from 2016

Expenses

Up

$210,243

Up $50,557 (+32%) from 2016

Net Income

Up

$2,546

Up $16,923 (+118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $70,011Liabilities 2011: $40,4232011Assets 2012: $88,552Liabilities 2012: $55,7462012Assets 2013: $226,858Liabilities 2013: $85,404Net Assets 2013: $141,4542013Assets 2014: $119,493Liabilities 2014: $92,897Net Assets 2014: $26,5962014Assets 2015: $82,431Liabilities 2015: $61,931Net Assets 2015: $20,5002015Assets 2016: $27,443Liabilities 2016: $21,320Net Assets 2016: $6,1232016Assets 2017: $8,669Liabilities 2017: $0Net Assets 2017: $8,6692017Assets 2018: $24,574Liabilities 2018: $0Net Assets 2018: $24,5742018Assets 2019: $418,176Liabilities 2019: $0Net Assets 2019: $418,1762019Assets 2020: $524,203Liabilities 2020: $0Net Assets 2020: $524,2032020Assets 2021: $682,255Liabilities 2021: $0Net Assets 2021: $682,2552021Assets 2022: $1,053,283Liabilities 2022: $0Net Assets 2022: $1,053,2832022Assets 2023: $1,028,886Liabilities 2023: $0Net Assets 2023: $1,028,8862023Assets 2024: $951,264Liabilities 2024: $0Net Assets 2024: $951,2642024

Highlighted filing

2017

Assets$8,669
Liabilities$0
Net Assets$8,669
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $129,580Expenses 2011: $109,277Net Income 2011: $20,3032011Revenue 2012: $78,029Expenses 2012: $74,811Net Income 2012: $3,2182012Revenue 2013: $306,630Expenses 2013: $197,982Net Income 2013: $108,6482013Revenue 2014: $167,466Expenses 2014: $282,324Net Income 2014: -$114,8582014Revenue 2015: $98,078Expenses 2015: $104,174Net Income 2015: -$6,0962015Revenue 2016: $145,309Expenses 2016: $159,686Net Income 2016: -$14,3772016Revenue 2017: $212,789Expenses 2017: $210,243Net Income 2017: $2,5462017Revenue 2018: $33,897Expenses 2018: $17,992Net Income 2018: $15,9052018Revenue 2019: $412,523Expenses 2019: $18,921Net Income 2019: $393,6022019Revenue 2020: $135,702Expenses 2020: $29,675Net Income 2020: $106,0272020Revenue 2021: $217,111Expenses 2021: $59,059Net Income 2021: $158,0522021Revenue 2022: $402,103Expenses 2022: $31,075Net Income 2022: $371,0282022Revenue 2023: $4,293Expenses 2023: $28,690Net Income 2023: -$24,3972023Revenue 2024: $3,439Expenses 2024: $82,561Net Income 2024: -$79,1222024

Highlighted filing

2017

Revenue$212,789
Expenses$210,243
Net Income$2,546
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$212,789
Mission and Program Overview

Mission

Provide musical scholarships, performance experience, and eradicate malaria.

Provide musical scholarships, performance experience, and eradicate malaria

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,443$8,669▼ $18,774
Rtn Earn Endowment Incm Other Fnds$6,123$8,669▲ $2,546
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,443$8,669▼ $18,774
Liabilities
Other Liabilities$21,320$0▼ $21,320
Total Liabilities$21,320$0▼ $21,320
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,123$8,669▲ $2,546
Total Liabilities and Net Assets / Fund Balance$27,443$8,669▼ $18,774

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,500-
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Simon EstesPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$204,400
Program Service Revenue
$8,338
Investment Income
$51
Other Revenue
$0
All Other Contributions
$203,400
Change in Net Assets
$2,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,000
Other Expenses$9,243
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,000--$201,000
Fees for Services Other$3,500--$3,500
Fees for Services Accounting-$2,170-$2,170
Office Expenses-$1,116-$1,116
Travel$746--$746
Other Expenses$34$119-$34
Total Functional Expenses$206,838$3,405$0$210,243
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Nations FoundationWashington, DC501(c)(3)Malaria Nets$200,000
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
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 A, Line 8B

“The organization has not formed committees with authority to act on behalf of the governing body.”

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

“The organization's form 990 is emailed to each member of the organization's governing body for their review and comment prior to its submission to the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization provides a copy of its governing documents and other financial information upon request.”

Filing and Contact Details

Filer

Filer Name
Simon Estes Foundation
EIN
42-1525276
Phone
3196101552
Address
PO BOX 1265, ANKENY, IA 50021-0975

Signing Officer

Name
Simon Estes
Title
President
Phone
3196101552
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Simon Estes
Formed
2001
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
666 WALNUT ST STE 1450, DES MOINES, IA 50309-3918
Preparer
Jay Anderson
Phone
5152440266
Raw XML Appendix352 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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IRS990ScheduleI/RecipientTable/RecipientEIN0582368165
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NOT FORMED COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS EMAILED TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES A COPY OF ITS GOVERNING DOCUMENTS AND OTHER FINANCIAL INFORMATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03405
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206838
IRS990/TotalFunctionalExpensesGrp/TotalAmt0210243
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021320
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt021320
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06123
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08669
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0206838
IRS990/TotalProgramServiceRevenueAmt08338
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08338
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0212789
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08669
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0746
IRS990/TravelGrp/TotalAmt0746
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1265
IRS990/USAddress/CityNm0ANKENY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd0500210975
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.SIMONESTESFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON ESTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03196101552
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON ESTES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0421525276
ReturnHeader/Filer/PhoneNum03196101552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1265
ReturnHeader/Filer/USAddress/CityNm0ANKENY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0500210975
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B0B5F9F351CD131133A15C22B21A0525F04A8D4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E0A0657C97B5EE00B718E4344F3003D65DEFD85B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.116.173.19
ReturnHeader/FilingSecurityInformation/IPDt02018-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 WALNUT ST STE 1450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503093918
ReturnHeader/PreparerPersonGrp/PhoneNum05152440266
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY ANDERSON
ReturnHeader/ReturnTs02018-11-01T13:38:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,669
Liabilities
$0
Net assets
$8,669
Revenue
$212,789
Expenses
$210,243
Net income
$2,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.00$0.08$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.00$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.40$0.03$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.22$0.06$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.14$0.03$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.41$0.02$0.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.03$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.21$0.21$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.02$0.01$0.15$0.16$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.06$0.02$0.10$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.09$0.03$0.17$0.28$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.09$0.14$0.31$0.20$0.11
2012Summary only. Only limited summary data is available for this year.$0.09$0.06$0.08$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$0.07$0.04$0.13$0.11$0.02