SIMON ESTES EDUCATIONAL FOUNDATION

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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

1984

Legal Domicile

Principal Officer

JAYNE L REED

Phone

9185830500

Tax Period

2024-01-01 to 2024-12-31

SIMON ESTES EDUCATIONAL FOUNDATION, founded in 1984, is a small nonprofit in the Education sector that reported $162K in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 69% operating margin.

Mission

WE ARE A MULTIRACIAL OKLAHOMA NONPROFIT ORGANIZATION THAT IS COMMITTED TO PROMOTING HIGHER EDUCATIONAL OPPORTUNITIES, IN ANY DISCIPLINE, FOR GRADUATING TULSA-AREA HIGH SCHOOL STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $44,318

THE SIMON ESTES EDUCATIONAL FOUNDATION AWARDED FOUR SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS WHO DEMONSTRATED ACADEMIC EXCELLENCE AND FINANCIAL NEED. IN ADDITION, THE FOUNDATION MADE RENEWED EFFORTS TO IDENTIFY AND EDUCATE POTENTIAL SPONSORS, SO THAT SCHOLARSHIP MONEY WILL BE AVAILABLE IN FUTURE YEARS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $156,144

Program Service Revenue $0

Investment Income $5,594

Other Revenue $0

TOTAL REVENUE $161,738

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,318

Other Expenses $9,843

TOTAL EXPENSES $49,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,738	$85,729	+0.9%
Expenses	$49,843	$18,493	+1.7%
Net Income	$111,895	$67,236	+0.7%

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SIMON ESTES	CO-FOUNDER	1.00	Officer Director	$0	$0	$0
MS JAYNE L REED	CO-FOUNDER	30.00	Officer Director	$0	$0	$0
DR JUDITH BLACKWELL	DIRECTOR	1.00	Director	$0	$0	$0
TONEILLE BENT	DIRECTOR	1.00	Director	$0	$0	$0
DEANDRAE L MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
DR OLIVER WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
REV GLENNA J HUBER	CHIEF EXECUTIVE OFFICER	1.00	Officer Director	$0	$0	$0
DR MAURICE WALKER	DIRECTOR	1.00	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
2024	$161,738	$49,843	$617,479	$111,895