Civic Intelligence

Simon Estes Educational Foundation Inc.

990EZ • Fiscal year 2019 • EIN 73-1201809

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

PO Box 480950Tulsa, OK 74148

(918) 587-0031

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.07x

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

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

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$263,709

Down $7,278 (-2.7%) from 2018

Net Assets

Up

$182,302

Up $45,154 (+33%) from 2018

Liabilities

Down

$81,407

Down $52,432 (-39%) from 2018

Revenue

Down

$75,797

Down $37,933 (-33%) from 2018

Expenses

Up

$51,645

Up $44,408 (+614%) from 2018

Net Income

Down

$24,152

Down $82,341 (-77%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$263,709
Liabilities$81,407
Net Assets$182,302

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$75,797
Expenses$51,645
Net Income$24,152
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.0
Gross Receipts
$75,954
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
A 4 YEAR SCHOLARSHIP WAS AWARDED TO 1 STUDENT AS WELL AS A ONE TIME AWARD TO 1 STUDENT 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.$3,043-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR SIMON ESTESCo-Founder-$0--
MS JAYNE L REEDCo-FounderPT$0--
MS ETTA MAY AVERYDirector-$0--
ATTY JAMES O GOODWINDirector-$0--
MRS MARGARET THOMASDirector-$0--
DR JILDA MOTLEYDirector-$0--
DR FIROOZEH RAHIMIANDirector-$0--
DR SUZANNE LEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simon Estes Educational Foundation
EIN
73-1201809
Phone
9185870031
Address
PO Box 480950, Tulsa, OK 74148

Signing Officer

Name
Jayne L Reed
Title
Co-founder
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Supplemental Narrative

Additional Explanations

Other Revenue.1

Refund of ins overpayment $560

Grants and Similar Amounts Paid In Excess of $5,000.9

| Donee's Name: RIYANNA N WILLIAMS | Cash Amount Given: $10000

Other Expenses.1001

Advertising and Promotion $1340

Other Expenses.1002

Office Expenses $470

Other Expenses.1005

Travel $1703

Other Expenses.1

BAD DEBTS $28000

Other Expenses.2

Refund of contributions $3000

Other Expenses.3

Telephone and internet $2702

Other Expenses.4

CONTRACT SERVICES $600

Other Expenses.5

REPAIRS $270

Other Expenses.7

SUPPLIES $163

Other Assets.1006

Pledges and Grants Receivable - Beginning $34050 Pledges and Grants Receivable - Ending $2500

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $90339 Accounts Payable and Accrued Expenses - Ending $62657

Total Liabilities.1

SCHOLARSHIPS PAYABLE - Beginning $43500 SCHOLARSHIPS PAYABLE - Ending $18750

Raw XML Appendix198 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/PersonNm0MR SIMON ESTES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ATTY JAMES O GOODWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MRS MARGARET THOMAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DR SUZANNE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-FOUNDER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034050
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02500
IRS990EZ/OtherChangesInNetAssetsAmt021002
IRS990EZ/OtherExpensesTotalAmt038248
IRS990EZ/OtherRevenueTotalAmt0560
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE 4 YEAR COLLEGE SCHOLARSHIPS TO TULSA, OKLAHOMA AREA STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0174
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03043
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IRS990EZ/SaleOfAssetsGrossAmt0148
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IRS990EZ/WebsiteAddressTxt0SEEF.ORG
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97310
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUND OF INS OVERPAYMENT $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: RIYANNA N WILLIAMS | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $1703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BAD DEBTS $28000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REFUND OF CONTRIBUTIONS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE AND INTERNET $2702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTRACT SERVICES $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REPAIRS $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pledges and Grants Receivable - Beginning $34050 Pledges and Grants Receivable - Ending $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $90339 Accounts Payable and Accrued Expenses - Ending $62657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCHOLARSHIPS PAYABLE - Beginning $43500 SCHOLARSHIPS PAYABLE - Ending $18750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNE L REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUNDER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON ESTES EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0731201809
ReturnHeader/Filer/PhoneNum09185870031
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ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074148
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474609457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Halley McDaniel & Cuite PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE HALLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T12:34:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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