Simon Estes Educational Foundation Inc

Analysis

Simon Estes Educational Foundation Inc is a registered charity in United States, based in Tulsa, OK. It received its IRS tax-exemption ruling in May 1984, 42 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Simon Estes Educational Foundation Inc reported income of $86k and spending of $18k, leaving 78% of income unspent that year. Across the 2 years on record, from December 2022 to December 2023, income fell from $118k to $86k (-27%), an average of -27% a year. The sharpest change came in the year to December 2023, when income dropped by 27%. Over the whole period it spent 25% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Simon Estes Educational Foundation Inc sits at the 35th percentile: it is larger than about 35% of them. Against every charity in United States with reported income it ranks in the 33rd percentile, and in the 32nd percentile within OK. Charities of a similar size with the same main cause include Bloomington High School North Band Boosters Assoc ($86k), Parent Booster USA Inc ($86k) and Kiwanis Club of Greater Lodi Founndation ($86k).

On its Form 990-EZ for the period ending December 2023, revenue came from contributions and grants 95% of the total. At year end it held assets of $480k against liabilities of $31k, net assets of $449k.