Civic Intelligence

Simon Estes Educational Foundation Inc.

990EZ • Fiscal year 2023 • EIN 73-1201809

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

PO Box 480950Tulsa, OK 74148

(918) 583-0500

Siviq Scores

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

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.36x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$480,493

Flat from 2023

Net Assets

$449,243

No earlier filing loaded for comparison.

Liabilities

Flat

$31,250

Flat from 2023

Revenue

Flat

$85,729

Flat from 2023

Expenses

Flat

$18,493

Flat from 2023

Net Income

Flat

$67,236

Flat from 2023

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: $31,250Net Assets 2023: $449,2432023Assets 2023: $480,493Liabilities 2023: $31,2502023Assets 2024: $617,479Liabilities 2024: $56,341Net Assets 2024: $561,1382024

Highlighted filing

2023

Assets$480,493
Liabilities$31,250
Net Assets$449,243

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 2023: $85,729Expenses 2023: $18,493Net Income 2023: $67,2362023Revenue 2024: $161,738Expenses 2024: $49,843Net Income 2024: $111,8952024

Highlighted filing

2023

Revenue$85,729
Expenses$18,493
Net Income$67,236
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$85,767
Mission and Program Overview

Mission

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

To provide four year college scholarships to students in the tulsa, oklahoma area.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS WERE AWARDED TO TWO 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.$2,500$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR SIMON ESTESCo-Founder-$0--
MS JAYNE L REEDCo-FounderPT$0--
DR JUDITH BLACKWELLDirector-$0--
TONEILLE BENTDirector-$0--
HANNAH MIDDLEBROOKDirector-$0--
MARCIA BRUNO-TODDDirector-$0--
REV GLENNA J HUBERChief Executive Officer-$0--
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
9185830500
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Mysock Chevaillier & Birdsong Llp
Address
2021 SOUTH LEWIS SUITE 700, TULSA, OK 74104
Preparer
Jared Needham
Phone
9187476099
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: bank interest. Amount: 22. Description: fidelity. Amount: 14. Description: fidelity. Amount: 4,569. Total included on form 990-ez, line 4: 4,605.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: tuition. Grantee name: scholarship recipients. Amount given: 2,500.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising & web design. Amount: 3,724. Description: bank fees. Amount: 24. Description: telephone/internet. Amount: 952. Description: computer expenses. Amount: 1,922. Description: software. Amount: 660. Description: office supplies. Amount: 1,469. Description: investment fees. Amount: 1,964. Description: dues & subscriptions. Amount: 244. Description: contract services. Amount: 300. Description: past payroll taxes. Amount: 773. Total to form 990-ez, line 16: 12,032.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: scholarships payable. Beg. Of year amount: 40,000. End of year amount: 31,250.

Raw XML Appendix189 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/BooksInCareOfDetail/PhoneNum09185870031
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR SIMON ESTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MS JAYNE L REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR JUDITH BLACKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONEILLE BENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HANNAH MIDDLEBROOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARCIA BRUNO-TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6REV GLENNA J HUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHIEF EXECUTIVE OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FOUR YEAR COLLEGE SCHOLARSHIPS TO STUDENTS IN THE TULSA, OKLAHOMA AREA.
IRS990EZ/PrintingPublicationsPostageAmt0476
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IRS990ScheduleA/TotalSupportAmt0364068
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 22. DESCRIPTION: FIDELITY. AMOUNT: 14. DESCRIPTION: FIDELITY. AMOUNT: 4,569. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,605.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TUITION. GRANTEE NAME: SCHOLARSHIP RECIPIENTS. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING & WEB DESIGN. AMOUNT: 3,724. DESCRIPTION: BANK FEES. AMOUNT: 24. DESCRIPTION: TELEPHONE/INTERNET. AMOUNT: 952. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 1,922. DESCRIPTION: SOFTWARE. AMOUNT: 660. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,469. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,964. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 244. DESCRIPTION: CONTRACT SERVICES. AMOUNT: 300. DESCRIPTION: PAST PAYROLL TAXES. AMOUNT: 773. TOTAL TO FORM 990-EZ, LINE 16: 12,032.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SCHOLARSHIPS PAYABLE. BEG. OF YEAR AMOUNT: 40,000. END OF YEAR AMOUNT: 31,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAYNE L REED
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
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ReturnHeader/Filer/EIN0731201809
ReturnHeader/Filer/PhoneNum09185830500
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731051839
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ReturnHeader/PreparerPersonGrp/PhoneNum09187476099
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED NEEDHAM
ReturnHeader/ReturnTs02024-05-13T13:05:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REED
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Detailed filing. Detailed filing data is available for this year.$4.80$0.31$4.49$0.86$0.18$0.67
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