Civic Intelligence

Simon Estes Iowa Educational Foundation

990 • Fiscal year 2019 • EIN 42-1525276

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 08, 2020

Organization ProfileWWW.SIMONESTESFOUNDATION.ORG
3803 NW Greenwood LaneAnkeny, IA 50021-0975

(319) 610-1552

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

99th percentile

1602%

Faster asset growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1117%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$418,176

Up $393,602 (+1602%) from 2018

Net Assets

Up

$418,176

Up $393,602 (+1602%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

Up

$412,523

Up $378,626 (+1117%) from 2018

Expenses

Up

$18,921

Up $929 (+5.2%) from 2018

Net Income

Up

$393,602

Up $377,697 (+2375%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2019

Assets$418,176
Liabilities$0
Net Assets$418,176
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$412,523
Expenses$18,921
Net Income$393,602
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 8, 2020
Return Version
2019v5.1
Gross Receipts
$412,523
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
Rtn Earn Endowment Incm Other Fnds$24,574$418,176▲ $393,602
Cash and Non-Interest-Bearing Accounts$24,574$260,742▲ $236,168
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$24,574$418,176▲ $393,602
Other Assets Total$0$157,434▲ $157,434
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,574$418,176▲ $393,602
Total Liabilities and Net Assets / Fund Balance$24,574$418,176▲ $393,602

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,500$2,500
Other Assets Org$157,434--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Simon EstesPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$412,278
Program Service Revenue
$0
Investment Income
$245
Other Revenue
$0
All Other Contributions
$412,278
Change in Net Assets
$393,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,921
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$4,563$6,657-$11,220
Grants to Domestic Orgs$4,000--$4,000
Insurance$1,385--$1,385
Office Expenses-$791-$791
Fees for Services Other$450--$450
Other Expenses$806$269-$269
Total Functional Expenses$11,204$7,717$0$18,921
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Albia High SchoolAlbia, IA501(c)(3)Scholarships$4,000
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 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 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
3803 NW GREENWOOD LANE, ANKENY, IA 50021-0975

Signing Officer

Name
Simon Estes
Title
President
Phone
3196101552
Signed
2020-10-08
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 1900, DES MOINES, IA 50309-3912
Preparer
Jay Anderson
Phone
5152440266
Raw XML Appendix343 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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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/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024574
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0418176
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011204
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0245
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0412523
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt024574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0418176
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03803 NW GREENWOOD LANE
IRS990/USAddress/CityNm0ANKENY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd0500210975
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.SIMONESTESFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON ESTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03196101552
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON ESTES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0421525276
ReturnHeader/Filer/PhoneNum03196101552
ReturnHeader/Filer/USAddress/AddressLine1Txt03803 NW GREENWOOD LANE
ReturnHeader/Filer/USAddress/CityNm0ANKENY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0500210975
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCB966E46C61D8BA82B5F0B96785CDF92824BB34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId084EAF6946370B3AB1756581C86E2BF258373C3DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.25.156.133
ReturnHeader/FilingSecurityInformation/IPDt02020-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:40:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 WALNUT ST STE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503093912
ReturnHeader/PreparerPersonGrp/PhoneNum05152440266
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY ANDERSON
ReturnHeader/ReturnTs02020-10-15T11:22:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$418,176
Liabilities
$0
Net assets
$418,176
Revenue
$412,523
Expenses
$18,921
Net income
$393,602
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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