Simon Estes Educational Foundation Inc.

990EZ • Fiscal year 2016 • EIN 73-1201809

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile SEEF.ORG

2001 N RosedaleTulsa, OK 74127

(918) 587-0031

Siviq Scores

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

0.73x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

1.47x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

55%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

33%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets92nd percentile

Assets

$191,499

Up $67,706 (+55%) from 2015

Net Assets

$52,410

Up $68,955 (+417%) from 2015

Liabilities

Down

$139,089

Down $1,249 (-0.9%) from 2015

Revenue And Expenses

Liabilities / Revenue96th percentile Net Margin93rd percentile

Revenue

$94,912

Up $23,289 (+33%) from 2015

Expenses

Down

$43,457

Down $36,057 (-45%) from 2015

Net Income

$51,455

Up $59,346 (+752%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

Highlighted filing

2016

Assets$191,499

Liabilities$139,089

Net Assets$52,410

Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

Highlighted filing

2016

Revenue$94,912

Expenses$43,457

Net Income$51,455

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 4, 2017
Return Version: 2016v3.0
Gross Receipts: $94,912

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
4 YEAR SCHOLARSHIPS WERE AWARDED TO 3 STUDENTS WHO DEMONSTRATED ACADEMIC EXCELLENCE AND FINANCIAL NEED AND THE FOUNDATION MADE RENEWED EFFORTS TO IDENTIFY AND EDUCATE POTENTIAL SPONSORS SO THAT SCHOLARSHIP MONEY WILL BE AVAILABLE IN FUTURE YEARS.	$2,274	$30,000

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MR SIMON ESTES	Co-Founder	-	$0	-	-
MS JAYNE L REED	Co-Founder	PT	$0	-	-
MS ETTA MAY AVERY	Director	-	$0	-	-
MR BRYAN CLOSE	Director	-	$0	-	-
ATTY JAMES O GOODWIN	Director	-	$0	-	-
MRS MARGARET THOMAS	Director	-	$0	-	-
MR GERALD PACE	Director	-	$0	-	-
DR FIROOZEH RAHIMIAN	Director	-	$0	-	-
MR RODGER RANDLE	Director	-	$0	-	-
ATTNY ANNA BENN	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Simon Estes Educational Foundation
EIN: 73-1201809
Phone: 9185870031
Address: 2001 N ROSEDALE, TULSA, OK 74127

Signing Officer

Name: Jayne L Reed
Title: Co-founder
Signed: 2017-05-04
Discuss with paid preparer: Yes

Preparer

Firm: Lauhon Halley & Cuite Pllc
Address: 2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer: Mary Jane Halley CPA
Phone: 9184880809

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATIONAL | Donee's Name: RYLIE C. COX | Relationship of Donee: NONE | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: EDUCATIONAL | Donee's Name: EVAN R. BYRD | Relationship of Donee: NONE | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: EDUCATIONAL | Donee's Name: SA'CHA N. SELLS | Relationship of Donee: NONE | Cash Amount Given: $10000”

Other Expenses.1001

“Advertising and Promotion $329”

Other Expenses.1002

“Office Expenses $3409”

Other Expenses.1005

“Travel $2116”

Other Expenses.1008

“Interest $1450”

Other Expenses.1012

“Insurance $407”

Other Expenses.1

“PICTURE PAL $2782”

Other Expenses.2

“Bank service charges $402”

Other Assets.1003

“Machinery and Equipment - Beginning $634 Machinery and Equipment - Ending $634”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $16250 Pledges and Grants Receivable - Ending $38750”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $90338 Accounts Payable and Accrued Expenses - Ending $90339”

Total Liabilities.1

“SCHOLARSHIPS PAYABLE - Beginning $50000 SCHOLARSHIPS PAYABLE - Ending $48750”

Raw XML Appendix204 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	9	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MS JAYNE L REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MS ETTA MAY AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MR BRYAN CLOSE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	ATTNY ANNA BENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	16884
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IRS990EZ/OtherChangesInNetAssetsAmt	0	17500
IRS990EZ/OtherExpensesTotalAmt	0	10895
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE 4 YEAR COLLEGE SCHOLARSHIPS TO TULSA, OKLAHOMA AREA STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt	0	381
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	4 YEAR SCHOLARSHIPS WERE AWARDED TO 3 STUDENTS WHO DEMONSTRATED ACADEMIC EXCELLENCE AND FINANCIAL NEED AND THE FOUNDATION MADE RENEWED EFFORTS TO IDENTIFY AND EDUCATE POTENTIAL SPONSORS SO THAT SCHOLARSHIP MONEY WILL BE AVAILABLE IN FUTURE YEARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	2274
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	30000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OK
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	140338
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IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	43457
IRS990EZ/TotalProgramServiceExpensesAmt	0	2274
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	SEEF.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	94200
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	2260
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IRS990ScheduleA/PublicSupportCY170Pct	0	0.99460
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Class of Activity: EDUCATIONAL \| Donee's Name: RYLIE C. COX \| Relationship of Donee: NONE \| Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Class of Activity: EDUCATIONAL \| Donee's Name: EVAN R. BYRD \| Relationship of Donee: NONE \| Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Class of Activity: EDUCATIONAL \| Donee's Name: SA'CHA N. SELLS \| Relationship of Donee: NONE \| Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Advertising and Promotion $329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Office Expenses $3409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Travel $2116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Interest $1450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Insurance $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	PICTURE PAL $2782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	BANK SERVICE CHARGES $402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	Machinery and Equipment - Beginning $634 Machinery and Equipment - Ending $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	Pledges and Grants Receivable - Beginning $16250 Pledges and Grants Receivable - Ending $38750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	Accounts Payable and Accrued Expenses - Beginning $90338 Accounts Payable and Accrued Expenses - Ending $90339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	SCHOLARSHIPS PAYABLE - Beginning $50000 SCHOLARSHIPS PAYABLE - Ending $48750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	Total Liabilities.1
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAYNE L REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-FOUNDER
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SIMON ESTES EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SIMO
ReturnHeader/Filer/EIN	0	731201809
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ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	74127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LAUHON HALLEY & CUITE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	74114
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARY JANE HALLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2017-05-04T07:45:22-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $191,499
Liabilities: $139,089
Net assets: $52,410
Revenue: $94,912
Expenses: $43,457
Net income: $51,455

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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