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Simon Estes Iowa Educational Foundation

  • Ankeny, IA
  • Tax-exempt since April 2002
  • EIN: 42-1525276

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.44k (2024)

Expenses
$82.6k (2024)

Total Assets
$951k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,439
Expenses
$82,561
Net Income
-$79,122
Net Assets
$951,264
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,439
100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,204
51.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $951,264
Total Liabilities $0
Net Assets $951,264
Compensation
Key Employees and Officers Compensation Other
Simon Estes (President) $0 $0

Document Links

990-PF
Filed on Oct. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,293
Expenses
$28,690
Net Income
-$24,397
Net Assets
$1,028,886
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,293
100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,415
95.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,028,886
Total Liabilities $0
Net Assets $1,028,886
Compensation
Key Employees and Officers Compensation Other
Simon Estes (President) $0 $0

Document Links

990-PF
Filed on May 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$402,103
Expenses
$31,075
Net Income
$371,028
Net Assets
$1,053,283
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $400,500
99.6%
Interest Revenue $1,603
0.4%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,968
96.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,053,283
Total Liabilities $0
Net Assets $1,053,283
Compensation
Key Employees and Officers Compensation Other
Simon Estes (President) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$217,111
Expenses
$59,059
Net Income
$158,052
Net Assets
$682,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $217,055
100.0%
Program Services $0
Investment Income $56
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $682,255
Total Liabilities $0
Net Assets $682,255
Compensation
Key Employees and Officers Compensation Related Other
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on Oct. 6, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,702
Expenses
$29,675
Net Income
$106,027
Net Assets
$524,203
Notable Sources of Revenue Percent of Total Revenue
Contributions $135,202
99.6%
Program Services $265
0.2%
Investment Income $235
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $524,203
Total Liabilities $0
Net Assets $524,203
Compensation
Key Employees and Officers Compensation Related Other
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on July 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$412,523
Expenses
$18,921
Net Income
$393,602
Net Assets
$418,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $412,278
99.9%
Program Services $0
Investment Income $245
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $418,176
Total Liabilities $0
Net Assets $418,176
Compensation
Key Employees and Officers Compensation Related Other
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on Oct. 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,897
Expenses
$17,992
Net Income
$15,905
Net Assets
$24,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,060
97.5%
Program Services $837
2.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,574
Total Liabilities $0
Net Assets $24,574
Compensation
Key Employees and Officers Compensation Related Other
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on Nov. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,789
Expenses
$210,243
Net Income
$2,546
Net Assets
$8,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,400
96.1%
Program Services $8,338
3.9%
Investment Income $51
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,669
Total Liabilities $0
Net Assets $8,669
Compensation
Key Employees and Officers Compensation Related Other
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on Nov. 1, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$145,309
Expenses
$159,686
Net Income
-$14,377
Net Assets
$6,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $96,986
66.7%
Program Services $48,211
33.2%
Investment Income $112
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,443
Total Liabilities $21,320
Net Assets $6,123
Compensation
Key Employees and Officers Compensation Related Other
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on June 19, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,078
Expenses
$104,174
Net Income
-$6,096
Net Assets
$20,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $250
0.3%
Program Services $97,679
99.6%
Investment Income $149
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,431
Total Liabilities $61,931
Net Assets $20,500
Compensation
Key Employees and Officers Compensation Related Other
Paul Ferrone (Former Director, Secretary) $18,594 $0 $0
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on June 30, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,466
Expenses
$282,324
Net Income
-$114,858
Net Assets
$26,596
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,660
88.2%
Program Services $19,511
11.7%
Investment Income $295
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $119,493
Total Liabilities $92,897
Net Assets $26,596
Compensation
Key Employees and Officers Compensation Related Other
Paul Ferrone (Former Director, Secretary, Treasurer) $26,739 $0 $0
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on Aug. 10, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$306,630
Expenses
$197,982
Net Income
$108,648
Net Assets
$141,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,842
52.5%
Program Services $145,670
47.5%
Investment Income $118
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $226,858
Total Liabilities $85,404
Net Assets $141,454
Compensation
Key Employees and Officers Compensation Related Other
Paul Ferrone (Former Director, Secretary, Treasurer) $51,200 $0 $0
Simon Estes (President) $0 $0 $0

Document Links

990
Filed on Aug. 12, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,029
Expenses
$74,811
Net Income
$3,218
Net Assets
$32,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,943
85.8%
Program Services $0
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,080
1.4%
Other Revenue $10,000
12.8%
Assets/Debt
Total Assets $88,552
Total Liabilities $55,746
Net Assets $32,806

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$129,580
Expenses
$109,277
Net Income
$20,303
Net Assets
$29,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $112,699
87.0%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,881
1.5%
Other Revenue $15,000
11.6%
Assets/Debt
Total Assets $70,011
Total Liabilities $40,423
Net Assets $29,588

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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