Civic Intelligence

Jean I Everest Foundation

990PF • Fiscal year 2024 • EIN 73-6106627

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 11, 2025

Organization Profile
6305 Waterford Boulevard STE 305Oklahoma City, OK 73118-1116

(405) 840-1575

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

93rd percentile

56%

Faster asset growth than 93% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1553%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$6,150,176

Up $2,208,188 (+56%) from 2023

Net Assets

Up

$5,985,176

Up $2,043,188 (+52%) from 2023

Liabilities

Up

$165,000

Up $164,999 (+16499900%) from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin95th percentile

Revenue

Up

$2,483,791

Up $2,333,488 (+1553%) from 2023

Expenses

Up

$434,419

Up $199,053 (+85%) from 2023

Net Income

Up

$2,049,372

Up $2,134,435 (+2509%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2024

Assets$6,150,176
Liabilities$165,000
Net Assets$5,985,176
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

2024

Revenue$2,483,791
Expenses$434,419
Net Income$2,049,372
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

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--
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
2025-02-11
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 Appendix298 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/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James H Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christine G Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tricia L Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Christine G Everest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-Pres/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06305 Waterford Blvd Suite 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16305 Waterford Blvd Suite 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26305 Waterford Blvd Suite 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36305 Waterford Blvd Suite 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OKC
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0404000
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0James H Everest
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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 109,080 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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
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 109,080 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The Jean I Everest Foundation does not require a form in which applications should be submitted to be a specific designated form.
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/Amt0404000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06305 Waterford Boulevard Suite 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oklahoma City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073118
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0404000
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/AppliedToCurrentYearAmt0229406
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0174594
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0355621
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0404000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0126215
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0174594
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/TotalContributionsAmt02200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Mark K. Fitch, Attorney
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01450
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13184
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Income Tax Estimate
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal Income Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank of Oklahoma, N.A. - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank of Oklahoma, N.A. - bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MorganStanley SmithBarney LLC - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MorganStanley SmithBarney LLC - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BancFirst - custodian mgt fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Bank Charges - other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Foreign Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07665
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6-87
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7-3
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Bank of Oklahoma, N.A. - return of capital
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MorganStanley SmithBarney, LLC - other income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-179
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1641
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1641
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Pledges Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0165000
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0James H Everest
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentTrustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04058401575
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
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/PreparationDt02025-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark K Fitch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-13T01:23:07-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,150,176
Liabilities
$165,000
Net assets
$5,985,176
Revenue
$2,483,791
Expenses
$434,419
Net income
$2,049,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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