Jean I Everest Foundation

990PF • Fiscal year 2019 • EIN 73-6106627

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 30, 2020

Organization Profile

6305 Waterford Boulevard Suite 305Oklahoma City, OK 73118-1116

(405) 840-1575

Siviq Scores

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

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

42%

Higher net margin than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$3,952,480

Down $129,038 (-3.2%) from 2015

Net Assets

$3,952,480

No earlier filing loaded for comparison.

Liabilities

Down

Down $7,499 (-100%) from 2015

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin87th percentile

Revenue

$208,084

Up $24,677 (+13%) from 2015

Expenses

Down

$121,051

Down $127,786 (-51%) from 2015

Net Income

$87,033

Up $152,463 (+233%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2019

Assets$3,952,480

Liabilities$1

Net Assets$3,952,480

Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2019

Revenue$208,084

Expenses$121,051

Net Income$87,033

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2018 to Sep 30, 2019
Signed: Jan 30, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James H Everest	President/Trustee	PT	$0	-	-
Christine G Everest	Vice-Pres/Trustee	PT	$0	-	-
Tricia L Everest	Secretary/Trustee	PT	$0	-	-
Christine G Everest	Treasurer/Trustee	PT	$0	-	-

Filing and Contact Details

Filer

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

Signing Officer

Name: James H Everest
Title: PresidentTrustee
Phone: 4058401575
Signed: 2020-01-30
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 Appendix306 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/PersonNm	1	Christine G Everest
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Christine G Everest
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	James H Everest
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4058401575
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	The Jean I Everest Foundation has listed no current year contributions attributable to a specific direct charitable activity. However, it is estimated that 41,625 persons will benefit from the Jean I Everest Foundation's contributions to qualified religious, charitable, scientific, public safety or literacy educational
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	organizations 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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	The Jean I Everest Foundation has listed no current year contributions attributable to a specific direct charitable activity. However, it is estimated that 41,625 persons will benefit from the Jean I Everest Foundation's contributions to qualified religious, charitable, scientific, public safety or literacy educational
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt	0	organizations 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	The Jean I Everest Foundation does not require a form in which applications should be submitted to be a specific designated form.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	jeverestaol.com
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	James H Everest
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4058401575
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	6305 Waterford Boulevard Suite 305
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Oklahoma City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	731181116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	There are no restrictions or limitations on awards, other than contributions to qualified organizations.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	There are no submission deadlines.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	James H Everest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	109000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	73116
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	109000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	940
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	108060
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	217553
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	109000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	216613
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	108060
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Mark K. Fitch, Attorney
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1450
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	740
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Federal Income Tax/Federal Estimated Tax Paid
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	Federal Income Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank of Oklahoma, N.A. - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10601
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Bank of Oklahoma, N.A. - return of capital
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2678
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2678
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	20000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Grant Payable - Oklahoma City Economic Developement Fund payment 5 of 5
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James H Everest
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PresidentTrustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4058401575
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JEAN I EVEREST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JEAN
ReturnHeader/Filer/EIN	0	736106627
ReturnHeader/Filer/PhoneNum	0	4058401575
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6305 Waterford Boulevard Suite 305
ReturnHeader/Filer/USAddress/CityNm	0	Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	731181116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Mark K Fitch Attorney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1900 NW Expressway Suite 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	731181822
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4058487100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Mark K Fitch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-01-30T10:52:56-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-10-01
ReturnHeader/TaxPeriodEndDt	0	2019-09-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,952,480
Liabilities: $1
Net assets: $3,952,480
Revenue: $208,084
Expenses: $121,051
Net income: $87,033

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$6.30	$0.00	$6.30	$2.15	$0.36	$1.79
2024Detailed filing. Detailed filing data is available for this year.	$6.15	$0.17	$5.99	$2.48	$0.43	$2.05
2023Detailed filing. Detailed filing data is available for this year.	$3.94	$0.00	$3.94	$0.15	$0.24	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$4.03	$0.08	$3.95	$0.14	$0.27	$0.13
2021Detailed filing. Detailed filing data is available for this year.	$3.99	$0.00	$3.99	$0.17	$0.18	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$4.00	$0.00	$4.00	$0.16	$0.25	$0.10
2019Detailed filing. Detailed filing data is available for this year.	$3.95	$0.00	$3.95	$0.21	$0.12	$0.09
2015Summary only. Only limited summary data is available for this year.	$4.08	$0.01		$0.18	$0.25	$0.07
2014Summary only. Only limited summary data is available for this year.	$4.14	$0.00		$0.28	$0.42	$0.14
2013Summary only. Only limited summary data is available for this year.	$4.21	$0.00		$0.11	$0.20	$0.09
2012Summary only. Only limited summary data is available for this year.	$4.33	$0.00		$0.11	$0.27	$0.16
2011Summary only. Only limited summary data is available for this year.	$4.44	$0.00		$0.13	$0.20	$0.06