Civic Intelligence

Simon Estes Educational Foundation

EIN 73-1201809 • 501(c)3 • Tulsa, OK

Profile

To provide 4 year college scholarships to tulsa, oklahoma area students

PO Box 480950Tulsa, OK 74148

seef.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.09x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.35x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

89%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$617,479

Up $136,986 (+29%) from 2023

Liabilities

Up

$56,341

Up $25,091 (+80%) from 2023

Net Assets

$561,138

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue84th percentileNet Margin94th percentile

Revenue

Up

$161,738

Up $76,009 (+89%) from 2023

Expenses

Up

$49,843

Up $31,350 (+170%) from 2023

Net Income

Up

$111,895

Up $44,659 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $292,376Liabilities 2011: $180,868Net Assets 2011: $111,5082011Assets 2012: $218,650Liabilities 2012: $179,6932012Assets 2013: $154,851Liabilities 2013: $165,563Net Assets 2013: -$10,7122013Assets 2014: $81,048Liabilities 2014: $99,651Net Assets 2014: -$18,6032014Assets 2015: $123,793Liabilities 2015: $140,338Net Assets 2015: -$16,5452015Assets 2016: $191,499Liabilities 2016: $139,089Net Assets 2016: $52,4102016Assets 2017: $181,994Liabilities 2017: $151,339Net Assets 2017: $30,6552017Assets 2018: $270,987Liabilities 2018: $133,839Net Assets 2018: $137,1482018Assets 2019: $263,709Liabilities 2019: $81,407Net Assets 2019: $182,3022019Assets 2020: $247,152Liabilities 2020: $71,407Net Assets 2020: $175,7452020Assets 2021: $306,935Liabilities 2021: $68,907Net Assets 2021: $238,0282021Assets 2022: $422,007Liabilities 2022: $40,0002022Assets 2023: $480,493Liabilities 2023: $31,2502023Assets 2024: $617,479Liabilities 2024: $56,341Net Assets 2024: $561,1382024

Highlighted filing

2024

Assets$617,479
Liabilities$56,341
Net Assets$561,138
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $150,326Expenses 2011: $217,756Net Income 2011: -$67,4302011Revenue 2012: $63,300Expenses 2012: $140,310Net Income 2012: -$77,0102012Revenue 2013: $116,752Expenses 2013: $231,218Net Income 2013: -$114,4662013Revenue 2014: $83,085Expenses 2014: $116,184Net Income 2014: -$33,0992014Revenue 2015: $71,623Expenses 2015: $79,514Net Income 2015: -$7,8912015Revenue 2016: $94,912Expenses 2016: $43,457Net Income 2016: $51,4552016Revenue 2017: $23,587Expenses 2017: $45,342Net Income 2017: -$21,7552017Revenue 2018: $113,730Expenses 2018: $7,237Net Income 2018: $106,4932018Revenue 2019: $75,797Expenses 2019: $51,645Net Income 2019: $24,1522019Revenue 2020: $772Expenses 2020: $8,579Net Income 2020: -$7,8072020Revenue 2021: $79,157Expenses 2021: $16,882Net Income 2021: $62,2752021Revenue 2022: $117,785Expenses 2022: $31,688Net Income 2022: $86,0972022Revenue 2023: $85,729Expenses 2023: $18,493Net Income 2023: $67,2362023Revenue 2024: $161,738Expenses 2024: $49,843Net Income 2024: $111,8952024

Highlighted filing

2024

Revenue$161,738
Expenses$49,843
Net Income$111,895
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$617,479
Liabilities
$56,341
Net assets
$561,138
Revenue
$161,738
Expenses
$49,843
Net income
$111,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.17$0.56$5.61$1.62$0.50$1.12
2023Summary only. Only limited summary data is available for this year.$4.80$0.31$0.86$0.18$0.67
2022Summary only. Only limited summary data is available for this year.$4.22$0.40$1.18$0.32$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.69$2.38$0.79$0.17$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.71$1.76$0.01$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.81$1.82$0.76$0.52$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$1.34$1.37$1.14$0.07$1.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.51$0.31$0.24$0.45$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.91$1.39$0.52$0.95$0.43$0.51
2015Detailed filing. Detailed filing data is available for this year.$1.24$1.40$0.17$0.72$0.80$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.81$1.00$0.19$0.83$1.16$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.55$1.66$0.11$1.17$2.31$1.14
2012Summary only. Only limited summary data is available for this year.$2.19$1.80$0.63$1.40$0.77
2011Summary only. Only limited summary data is available for this year.$2.92$1.81$1.12$1.50$2.18$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.1
Gross Receipts
$161,773
Mission and Program Overview

Mission

To provide 4 year college scholarships to tulsa, oklahoma area students

Raise funds and grant scholarships to assist graduating tulsa-area high school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$449,243$561,138▲ $111,895
Savings and Temporary Cash Investments$284,632$418,306▲ $133,674
Investments in Publicly Traded Securities$195,861$199,173▲ $3,312
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$480,493$617,479▲ $136,986
Liabilities
Grants Payable$31,250$56,341▲ $25,091
Total Liabilities$31,250$56,341▲ $25,091
Net Assets / Fund Balance
Total Net Assets Fund Balance$449,243$561,138▲ $111,895
Total Liabilities and Net Assets / Fund Balance$480,493$617,479▲ $136,986
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Deandrae L MarshallDirector
Dr Judith BlackwellDirector
Dr Maurice WalkerDirector
Dr Oliver WallaceDirector
Toneille BentDirector
Rev Glenna J HuberChief Executive Officer
Dr Simon EstesCo-founder
Ms Jayne L ReedCo-founder
Revenue and Support

Revenue Composition

Contributions and Grants
$156,144
Program Service Revenue
$0
Investment Income
$5,594
Other Revenue
$0
All Other Contributions
$156,144
Change in Net Assets
$111,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,000
Other Expenses$9,843
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,000--$40,000
Information Technology$3,090--$3,090
Fees for Services Legal-$2,812-$2,812
Fees for Service Investment Mgmnt Fees-$2,250-$2,250
Office Expenses$313--$313
Occupancy$248--$248
Fees for Services Other-$225-$225
Other Expenses$104$34-$34
Advertising$13--$13
Total Functional Expenses$44,318$5,525$0$49,843
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
Annual disclosure for covered persons
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
Yes
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 2

“Ms. Jayne reed and rev. Glenna huber have a parent-child family relationship.”

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

“Form 990 is provided to a three-person committee of the governing body to review prior to the filing date. Any issues the committee has with the form 990 is discussed with the outside tax professionals hired to prepare form 990 and resolved before executing a final form 990 to be filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is distributed annually to board members. In the event a conflict arises, the board member(s) abstain from voting on such matter.”

Form 990, Part VI, Section C, Line 19

“The organization makes the applicable documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Simon Estes Educational Foundation
EIN
73-1201809
Phone
9185830500
Address
PO BOX 480950, TULSA, OK 74148

Signing Officer

Name
Jayne L Reed
Title
Co-founder
Phone
9185870031
Signed
2025-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jayne L Reed
Formed
1984
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Mysock Chevaillier & Birdsong Llp
Address
2021 SOUTH LEWIS SUITE 700, TULSA, OK 74104
Preparer
Jared Needham
Phone
9187476099
Raw XML Appendix357 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RAISE FUNDS AND GRANT SCHOLARSHIPS TO ASSIST GRADUATING TULSA-AREA HIGH SCHOOL STUDENTS.
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IRS990/AdvertisingGrp/TotalAmt013
IRS990/AllOtherContributionsAmt0156144
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0JAYNE L REED
IRS990/BooksInCareOfDetail/PhoneNum09185870031
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 N ROSEDALE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074127
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0156144
IRS990/CYGrantsAndSimilarPaidAmt040000
IRS990/CYInvestmentIncomeAmt05594
IRS990/CYOtherExpensesAmt09843
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0111895
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt049843
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0161738
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SIMON ESTES EDUCATIONAL FOUNDATION AWARDED FOUR SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS WHO DEMONSTRATED ACADEMIC EXCELLENCE AND FINANCIAL NEED. IN ADDITION, THE FOUNDATION MADE RENEWED EFFORTS TO IDENTIFY AND EDUCATE POTENTIAL SPONSORS, SO THAT SCHOLARSHIP MONEY WILL BE AVAILABLE IN FUTURE YEARS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt044318
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02812
IRS990/FeesForServicesLegalGrp/TotalAmt02812
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0225
IRS990/FeesForServicesOtherGrp/TotalAmt0225
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02250
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02250
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DR SIMON ESTES
IRS990/Form990PartVIISectionAGrp/PersonNm1MS JAYNE L REED
IRS990/Form990PartVIISectionAGrp/PersonNm2DR JUDITH BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3TONEILLE BENT
IRS990/Form990PartVIISectionAGrp/PersonNm4DEANDRAE L MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm5DR OLIVER WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm6REV GLENNA J HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm7DR MAURICE WALKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-2
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt040000
IRS990/GrantsPayableGrp/BOYAmt031250
IRS990/GrantsPayableGrp/EOYAmt056341
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt040000
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE ARE A MULTIRACIAL OKLAHOMA NONPROFIT ORGANIZATION THAT IS COMMITTED TO PROMOTING HIGHER EDUCATIONAL OPPORTUNITIES, IN ANY DISCIPLINE, FOR GRADUATING TULSA-AREA HIGH SCHOOL STUDENTS.
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IRS990/OtherExpensesGrp/Desc0TRAINING COURSE
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3BANK FEES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1104
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0279745
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05596
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04142
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020817
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.49210
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IRS990ScheduleA/SubstantialContributorsTotAmt0167978
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02000
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IRS990ScheduleA/TotalSupportAmt0300562
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014909
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0NEED-BASED ACADEMIC SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH SEMESTER, THE FOUNDATION CONFIRMS THE SCHOLAR'S ENROLLMENT BY CONTACTING THE BURSAR OR FINANCIAL AID OFFICE AT THE ASSOCIATED COLLEGE/UNIVERSITY TO WHICH SCHOLARSHIP CHECKS ARE MAILED WITH AN ENCLOSED LETTER STATING OUR PARAMETERS FOR USE: 1. FIRST TUITION, BUT ONLY TO THE EXTENT THAT IT DOES NOT REDUCE OTHER GRANTS, SCHOLARSHIPS AND/OR TUITION WAIVERS AWARDED TO THE SCHOLAR OTEHR THAN BY OUR FOUNDATION. 2. ANY REMAINING BALANCE SHALL BE CARRIED FORWARD TO SUCCESSIVE SEMESTERS. 3. AT NO TIME MAY A SCHOLAR DRAW DOWN ANY AMOUNT FROM FUNDS DESIGNATED AS THOSE ORIGINATING FROM THE FOUNDATION. 4. ANY BALANCE IS TO BE PROMPTLY REFUNDED BY THE COLLEGE/UNIVERSITY TO THE FOUNDATION, NOT THE SCHOLAR. 5. USE OF THIS SCHOLARSHIP TOWARD EXPENSES OTHER THAN THOSE SPECIFIED SHOULD BE DETAILED IN WRITING TO THE FOUNDATION PRIOR TO ANY DISBURSEMENT. AT THE CONCLUSION OF A SCHOLAR'S MATRICULATION, AN ACCOUNTING OF SCHOLARSHIP EXPENDITURE IS PROVIDED BY THE BURSAR OR FINANCIAL AID OFFICE TO THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MS. JAYNE REED AND REV. GLENNA HUBER HAVE A PARENT-CHILD FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO A THREE-PERSON COMMITTEE OF THE GOVERNING BODY TO REVIEW PRIOR TO THE FILING DATE. ANY ISSUES THE COMMITTEE HAS WITH THE FORM 990 IS DISCUSSED WITH THE OUTSIDE TAX PROFESSIONALS HIRED TO PREPARE FORM 990 AND RESOLVED BEFORE EXECUTING A FINAL FORM 990 TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO BOARD MEMBERS. IN THE EVENT A CONFLICT ARISES, THE BOARD MEMBER(S) ABSTAIN FROM VOTING ON SUCH MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt044318
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05594
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161738
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 N ROSEDALE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNE L REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum09185870031
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON ESTES EDUCATIONAL FOUNDATION
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 480950
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731051839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYSOCK CHEVAILLIER & BIRDSONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 SOUTH LEWIS SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074104
ReturnHeader/PreparerPersonGrp/PhoneNum09187476099
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED NEEDHAM
ReturnHeader/ReturnTs02025-06-02T08:53:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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