SIMON ESTES FOUNDATION

Address
PO BOX 1265
ANKENY, IA 50021
Contact
Website: http://www.simonestesfoundation.org
Phone: +1 (515) 978-1330
Nonprofit
NTEE: B11 - Single Organization Support
EIN: 42-1525276

Mission

PROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIA.
 20162015201420132012
Basic features of the organization
Year of formation2001
Subsection code03
PF filing required0    
Metropolitan statistical area2120
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$18,594.00$26,739.00$51,200.00 
Number of employees0000 
Number of people compensated >$100k0000 
Number of volunteers0000 
Number of highly compensated contractors0000 
Personnel
Estes, Simon
TitlePRESIDENTPRESIDENTPRESIDENTPRESIDENT 
Name of key/compensated personSIMON ESTESSIMON ESTESSIMON ESTESSIMON ESTES 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrueTrueTrueTrue 
Average hours per week working for org5.005.005.005.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Ferrone, Paul
Title FORMER DIRECTOR, SECRETARYFORMER DIRECTOR, SECRETARY, TREASURERFORMER DIRECTOR, SECRETARY, TREASURER 
Name of key/compensated person PAUL FERRONEPAUL FERRONEPAUL FERRONE 
Position of compensated person
Average hours per week working for org 15.0015.0010.00 
Reportable compensation from org $18,594.00$26,739.00$51,200.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesPROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIAPROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIAPROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIAPROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIA 
Program service expenses, total$155,503.00$91,953.00$261,067.00$173,860.00 
Programs, including revenue & expenses
FUNDING AWARDED TO JOSHUA CHRISTIAN ACADEMY FOR GENERAL OPERATING SUPPORT.
Program expenses$1,076.00 $562.00$1,358.00 
Grants and allocations made$1,000.00 $500.00$500.00 
Program descriptionFUNDING AWARDED TO JOSHUA CHRISTIAN ACADEMY FOR GENERAL OPERATING SUPPORT. FUNDING AWARDED TO JOSHUA CHRISTIAN ACADEMY FOR GENERAL OPERATING SUPPORT.FUNDING AWARDED TO JOSHUA CHRISTIAN ACADEMY FOR GENERAL OPERATING SUPPORT. 
PROVIDE MALARIA NETS IN ORDER TO PREVENT PEOPLE FROM CONTRACTING MALARIA. THE MONEY WAS DONATED TO THE UNITED NATIONS FOUNDATION IN WASHINGTION DC, A 501(C)(3) TAX EXEMPT ENTITY.
Program expenses$123,757.00 $224,798.00$32,599.00 
Grants and allocations made$115,000.00 $200,000.00$12,000.00 
Program descriptionPROVIDE MALARIA NETS IN ORDER TO PREVENT PEOPLE FROM CONTRACTING MALARIA. THE MONEY WAS DONATED TO THE UNITED NATIONS FOUNDATION IN WASHINGTION DC, A 501(C)(3) TAX EXEMPT ENTITY. PROVIDE MALARIA NETS IN ORDER TO PREVENT PEOPLE FROM CONTRACTING MALARIA. THE MONEY WAS DONATED TO THE UNITED NATIONS FOUNDATION IN WASHINGTION DC, A 501(C)(3) TAX EXEMPT ENTITY.PROVIDE MALARIA NETS 
SCHOLARSHIPS AWARDED TO GRADUATING IOWA HIGH SCHOOL SENIORS WITH FINANCIAL NEED AND PERFORMANCE EXPERIENCE TO ASPIRING YOUNG MUSICIANS WITH COLLEGE DEGREES. THE FUNDS FOR THE SCHOLARSHIPS WERE PAID DIRECLTY TO THE COLLEGES.
Program expenses$30,670.00$64,387.00$34,844.00$95,080.00 
Grants and allocations made$28,500.00$43,000.00$31,000.00$35,000.00 
Program descriptionSCHOLARSHIPS AWARDED TO GRADUATING IOWA HIGH SCHOOL SENIORS WITH FINANCIAL NEED AND PERFORMANCE EXPERIENCE TO ASPIRING YOUNG MUSICIANS WITH COLLEGE DEGREES. THE FUNDS FOR THE SCHOLARSHIPS WERE PAID DIRECLTY TO THE COLLEGES.SCHOLARSHIPS AWARDED TO GRADUATING IOWA HIGH SCHOOL SENIORS WITH FINANCIAL NEED AND PERFORMANCE EXPERIENCE TO ASPIRING YOUNG MUSICIANS WITH COLLEGE DEGREES. THE FUNDS FOR THE SCHOLARSHIPS WERE PAID DIRECLTY TO THE COLLEGES.SCHOLARSHIPS AWARDED TO GRADUATING IOWA HIGH SCHOOL SENIORS WITH FINANCIAL NEED AND PERFORMANCE EXPERIENCE TO ASPIRING YOUNG MUSICIANS WITH COLLEGE DEGREES. THE FUNDS FOR THE SCHOLARSHIPS WERE PAID DIRECLTY TO THE COLLEGES.SCHOLARSHIPS AWARDED TO GRADUATING IOWA HIGH SCHOOL SENIORS WITH FINANCIAL NEED AND PERFORMANCE EXPERIENCE TO ASPIRING YOUNG MUSICIANS WITH COLLEGE DEGREES. 
Financial data
Revenue
Total revenue$145,309.00$98,078.00$167,466.00$306,630.00 
Revenue from contributions (total)$96,986.00$250.00$147,660.00$160,842.00$66,943.00
Investment income, current yr$112.00$149.00$295.00$118.00 
Total revenue from grants, etc., current yr$96,986.00$250.00$147,660.00$160,842.00 
Total unrelated business revenue$0.00$0.00$0.00$0.00 
Other revenue, current yr$0.00$0.00$0.00$0.00 
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00 
Program service revenue (total)$48,211.00$97,679.00$19,511.00$145,670.00$0.00
Gross receipts$145,309.00$98,078.00$167,466.00$306,630.00 
Sources of contributions
Revenue from all other contributions$96,986.00$250.00$147,660.00$160,842.00 
Other types of revenue
Income from dividends, interest, and similar investments$112.00$149.00$295.00$118.00 
Net rental income $0.00$0.00$0.00 
Expense categories (totals)
Total functional expenses: sum of all$159,686.00$104,174.00$282,324.00$197,982.00 
Total functional expenses: program service $155,503.00$91,953.00$261,067.00$173,860.00 
Total functional expenses: management and general$4,183.00$12,221.00$21,257.00$24,122.00 
Total functional expenses: fundraising$0.00$0.00$0.00$0.00 
Fees for services
Legal fees (total)   $150.00 
Fundraising service fees (total)$0.00$0.00$0.00$0.00 
General management fees (total)$1,000.00$18,000.00$18,000.00$13,200.00 
Assets and liabilities
Total assets$27,443.00$82,431.00$119,493.00$226,858.00$88,552.00
Total assets, beginning of year$82,431.00$119,493.00$226,858.00$88,552.00 
Total liabilities$21,320.00$61,931.00$92,897.00$85,404.00$55,746.00
Total liabilities, beginning of year$61,931.00$92,897.00$85,404.00$55,746.00 
Net assets$6,123.00$20,500.00$26,596.00$141,454.00 
Net assets, beginning of year$20,500.00$26,596.00$141,454.00$32,806.00 
Other liabilities$21,320.00$61,931.00$92,897.00$67,120.00 
Cash: non-interest bearing$27,443.00$82,431.00$117,644.00$195,357.00 
Cash: non-interest bearing, beginning of year$82,431.00$117,644.00$195,357.00$87,649.00 
Other financial variables
Revenue less expenses-$14,377.00-$6,096.00-$114,858.00$108,648.00 
Advertising (total)  $875.00$17,975.00 
Accounts receivable, net  $0.00$31,015.00 
Prepaid expenses & deferred charges $0.00$1,780.00  
Accounts payable & accrued expenses   $18,284.00 
Total net assets or fund balances$6,123.00$20,500.00$26,596.00$141,454.00 
Depreciation, depletion, amortization $69.00$417.00$417.00 
Governance and accountability
Number of voting members1111 
Number of independent voting members1111 
Accrual accountingTrueTrueTrueTrue 
Tax year start date2016-01-012015-01-012014-01-012013-01-01 
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrue 
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990 
Reason for form submission
Address changeTrue  True 
Date e-filing submitted2017-09-142016-10-182015-09-182014-10-21 
IRS schema version2016v3.02015v2.12014v5.02013v3.0 
Filing identifier201701709349300130201631829349300753201532229349302278201432249349302073 
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