SIMON ESTES FOUNDATION

EIN: 421525276 501(c)(3) Education

ANKENY, IA

Total Revenue
$217,111
Total Expenses
$59,059
Total Assets
$682,255
Net Assets
$682,255
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
IA
Principal Officer
SIMON ESTES
Phone
3196101552
Tax Period
2021-01-01 to 2021-12-31

SIMON ESTES FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2021. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 73% operating margin.

Mission

PROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $217,055
Program Service Revenue $0
Investment Income $56
Other Revenue $0
TOTAL REVENUE $217,111

Expense Breakdown

Grants Paid $40,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,155
Other Expenses $19,059
TOTAL EXPENSES $59,059

Year-over-Year Comparison

2021 2020 Change
Revenue $217,111 $135,702 +0.6%
Expenses $59,059 $29,675 +1.0%
Net Income $158,052 $106,027 +0.5%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SIMON ESTES PRESIDENT 5.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $217,111 $59,059 $682,255 $158,052
2020 $135,702 $29,675 $524,203 $106,027
2019 $412,523 $18,921 $418,176 $393,602
2018 $33,897 $17,992 $24,574 $15,905
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