Civic Intelligence

Jean I Everest Foundation

EIN 73-6106627 • Oklahoma City, OK

6305 Waterford Boulevard STE 305Oklahoma City, OK 73118-1116
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

92nd percentile

146%

Faster revenue growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2025

Assets

Up

$6,302,187

Up $152,011 (+2.5%) from 2024

Liabilities

Down

$0

Down $165,000 (-100%) from 2024

Net Assets

Up

$6,302,187

Up $317,011 (+5.3%) from 2024

Revenue

Down

$2,149,967

Down $333,824 (-13%) from 2024

Expenses

Down

$360,435

Down $73,984 (-17%) from 2024

Net Income

Down

$1,789,532

Down $259,840 (-13%) from 2024

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,438,718Liabilities 2011: $02011Assets 2012: $4,325,767Liabilities 2012: $02012Assets 2013: $4,214,705Liabilities 2013: $1,0002013Assets 2014: $4,141,909Liabilities 2014: $02014Assets 2015: $4,081,518Liabilities 2015: $7,5002015Assets 2019: $3,952,480Liabilities 2019: $1Net Assets 2019: $3,952,4802019Assets 2020: $4,001,018Liabilities 2020: $1Net Assets 2020: $4,001,0182020Assets 2021: $3,987,277Liabilities 2021: $1Net Assets 2021: $3,987,2772021Assets 2022: $4,028,488Liabilities 2022: $80,000Net Assets 2022: $3,948,4882022Assets 2023: $3,941,988Liabilities 2023: $1Net Assets 2023: $3,941,9882023Assets 2024: $6,150,176Liabilities 2024: $165,000Net Assets 2024: $5,985,1762024Assets 2025: $6,302,187Liabilities 2025: $0Net Assets 2025: $6,302,1872025

Highlighted filing

2025

Assets$6,302,187
Liabilities$0
Net Assets$6,302,187

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $134,621Expenses 2011: $196,285Net Income 2011: -$61,6642011Revenue 2012: $108,081Expenses 2012: $268,870Net Income 2012: -$160,7892012Revenue 2013: $108,577Expenses 2013: $200,752Net Income 2013: -$92,1752013Revenue 2014: $276,991Expenses 2014: $416,708Net Income 2014: -$139,7172014Revenue 2015: $183,407Expenses 2015: $248,837Net Income 2015: -$65,4302015Revenue 2019: $208,084Expenses 2019: $121,051Net Income 2019: $87,0332019Revenue 2020: $158,643Expenses 2020: $253,924Net Income 2020: -$95,2812020Revenue 2021: $166,373Expenses 2021: $180,114Net Income 2021: -$13,7412021Revenue 2022: $144,484Expenses 2022: $274,314Net Income 2022: -$129,8302022Revenue 2023: $150,303Expenses 2023: $235,366Net Income 2023: -$85,0632023Revenue 2024: $2,483,791Expenses 2024: $434,419Net Income 2024: $2,049,3722024Revenue 2025: $2,149,967Expenses 2025: $360,435Net Income 2025: $1,789,5322025

Highlighted filing

2025

Revenue$2,149,967
Expenses$360,435
Net Income$1,789,532

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James H EverestPresident/TrusteePT$0--
Christine G EverestVice-Pres/TrusteePT$0--
Tricia L EverestSecretary/TrusteePT$0--
Christine G EverestTreasurer/TrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee attached scheduleCharitablePCOklahoma CIty, OK, US$320,500
Filing and Contact Details

Filer

Filer Name
Jean I Everest Foundation
EIN
73-6106627
Phone
4058401575
Address
6305 Waterford Boulevard STE 305, Oklahoma City, OK 73118-1116

Signing Officer

Name
James H Everest
Title
PresidentTrustee
Phone
4058401575
Signed
2026-02-13
Discuss with paid preparer
No

Preparer

Firm
Mark K Fitch Attorney
Address
1900 NW Expressway Suite 1300, Oklahoma City, OK 73118-1822
Preparer
Mark K Fitch
Phone
4058487100
Raw XML Appendix318 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James H Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christine G Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tricia L Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Christine G Everest
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Jean I Everest Foundation has listed no current year contributions attributable to a specific direct charitable activity. However, it is estimated that 86,535 persons will benefit from the Jean I Everest Foundation's contributions to qualified religious, charitable, scientific, public safety or literacy educational
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0organizations made during the current fiscal year. In addition, all contributions received and all investment income generated by the Jean I Everest Foundation's assets are used exclusively for the purposes set forth in the governing document.
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0The Jean I Everest Foundation has listed no current year contributions attributable to a specific direct charitable activity. However, it is estimated that 86,535 persons will benefit from the Jean I Everest Foundation's contributions to qualified religious, charitable, scientific, public safety or literacy educational
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0organizations made during the current fiscal year. In addition, all contributions received and all investment income generated by the Jean I Everest Foundation's assets are used exclusively for the purposes set forth in the governing document.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0jeverestaol.com
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0James H Everest
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04058401575
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06305 Waterford Boulevard Suite 305
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Oklahoma City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0731181116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0There are no restrictions or limitations on awards, other than contributions to qualified organizations.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0There are no submission deadlines.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0James H Everest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0320500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oklahoma CIty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073118
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0320500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0194285
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0126215
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0353988
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0320500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0159703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0126215
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0James H Everest
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06305 Waterford Boulevard Suite 305
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Oklahoma City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0731181116
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt00
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Mark K. Fitch, Attorney
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01450
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1948
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21470625
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Income Tax Estimate
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal Income Tax
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Three Brothers Florida LLC - tax return adjustment for Schedule K-1 items net
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank of Oklahoma, N.A. - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MorganStanley SmithBarney LLC - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MorganStanley SmithBarney LLC - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BancFirst - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Foreign Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MorganStanley SmithBarnety LLC - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39337
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Bank of Oklahoma, N.A. - return of capital
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MorganStanley SmithBarney, LLC - other income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Three Brothers Florida LLC - net rental loss
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Bank of Oklahoma, N.A. - tax cost adjustment
OtherIncomeSchedule2/OtherIncomeDetail/Desc4MorganStanley SmithBarney, LLC - tax cost adjustment
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012120
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11964
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-1861
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-84
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-36
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012120
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11964
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-1861
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-84
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-36
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03052
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Federal Income Tax Refund
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0165000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Pledges Payable
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0James H Everest
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentTrustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04058401575
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEAN I EVEREST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0736106627
ReturnHeader/Filer/PhoneNum04058401575
ReturnHeader/Filer/USAddress/AddressLine1Txt06305 Waterford Boulevard STE 305
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731181116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731325512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark K Fitch Attorney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 NW Expressway Suite 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731181822
ReturnHeader/PreparerPersonGrp/PhoneNum04058487100
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark K Fitch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-16T03:51:06-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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