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Nonprofiteer
← EVANS SCHOLARS FOUNDATION

Form 990 for tax year 2022

Filed by EVANS SCHOLARS FOUNDATION.

Totals

Total revenue
$62,767,857
Total expenses
$40,806,569
Contributions and grants received
$56,668,700
Grants paid
$17,386,679
Program service revenue
$4,657,298
Investment income
$0
Other revenue
$1,441,859
Total assets, end of year
$120,949,474
Total liabilities, end of year
$4,414,614
Net assets or fund balances, end of year
$116,534,860
Program services expenses (Part IX)
$29,329,741
Management and general expenses
$4,513,042
Fundraising expenses
$6,963,786
Program service expenses (Part III)
$29,329,741

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $652,500

  • 1d · Related organizations

    $4,000,000

  • 1f · All other contributions, gifts and grants

    $52,016,200

  • 1g · Noncash contributions included above

    $6,584,603

  • 2a · Program service revenue: TOURNAMENTS

    total $3,284,514 · related or exempt $3,284,514

  • 2b · Program service revenue: CHAPTER MAINTENANCE REVENUE

    total $1,372,784 · related or exempt $1,372,784

  • 8a · Fundraising events: gross income

    $3,730,319

  • 8a · Fundraising events: contributions included on line 1c

    $652,500

  • 8b · Fundraising events: direct expenses

    $2,432,806

  • 8c · Net income from fundraising events

    total $1,297,513 · excluded $1,297,513

  • 11a · Other revenue: MISCELLANEOUS

    total $144,346 · related or exempt $144,346

  • 11e · Other revenue, total

    $144,346

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $17,386,679 · program services $17,386,679

  • 5 · Compensation of officers, directors and key employees

    total $2,253,601 · program services $785,133 · management and general $346,819 · fundraising $1,121,649

  • 7 · Other salaries and wages

    total $6,630,169 · program services $2,325,470 · management and general $1,754,561 · fundraising $2,550,138

  • 8 · Pension plan contributions

    total $627,892 · program services $220,227 · management and general $166,161 · fundraising $241,504

  • 10 · Payroll taxes

    total $469,315 · program services $164,608 · management and general $124,196 · fundraising $180,511

  • 11b · Fees: legal

    total $171,304 · management and general $171,304

  • 11c · Fees: accounting

    total $60,861 · management and general $60,861

  • 11d · Fees: lobbying

    total $1,575 · management and general $1,575

  • 11g · Fees: other

    total $359,615 · program services $21,852 · management and general $152,726 · fundraising $185,037

  • 13 · Office expenses

    total $664,900 · program services $27,546 · management and general $49,897 · fundraising $587,457

  • 14 · Information technology

    total $120,187 · fundraising $120,187

  • 16 · Occupancy

    total $3,252,329 · program services $2,969,483 · management and general $264,392 · fundraising $18,454

  • 17 · Travel

    total $1,112,552 · program services $343,855 · management and general $139,894 · fundraising $628,803

  • 19 · Conferences, conventions and meetings

    total $40,589 · program services $40,589

  • 22 · Depreciation, depletion and amortization

    total $3,138,983 · program services $2,477,996 · management and general $660,987

  • 23 · Insurance

    total $605,188 · program services $509,746 · management and general $63,334 · fundraising $32,108

  • 24a · Other expenses: ENDOWMENT EXPENSES

    total $736,137 · fundraising $736,137

  • 24b · Other expenses: TOURNAMENT EXPENSES

    total $476,534 · program services $476,534

  • 24c · Other expenses: PAR CLUB PREMIUMS & BAG

    total $445,387 · fundraising $445,387

  • 24d · Other expenses: ALUMNI ASSOCIATION

    total $194,844 · program services $194,844

  • 24e · All other expenses

    total $2,057,928 · program services $1,385,179 · management and general $556,335 · fundraising $116,414

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,547,680 · end of year $2,928,896

  • 2 · Savings and temporary cash investments

    end of year $15,683,284

  • 3 · Pledges and grants receivable

    beginning of year $20,965,251 · end of year $21,993,955

  • 4 · Accounts receivable

    beginning of year $14,241,174 · end of year $17,971,494

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,281,335 · end of year $2,364,625

  • 10a · Land, buildings and equipment: cost or other basis

    $94,611,434

  • 10b · Land, buildings and equipment: accumulated depreciation

    $35,628,467

  • 10c · Land, buildings and equipment, net

    beginning of year $61,686,290 · end of year $58,982,967

  • 15 · Other assets

    beginning of year $151,357 · end of year $1,024,253

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,374,228 · end of year $1,514,560

  • 19 · Deferred revenue

    beginning of year $1,096,293 · end of year $952,906

  • 25 · Other liabilities

    beginning of year $1,032,725 · end of year $1,947,148

  • 27 · Net assets without donor restrictions

    beginning of year $63,370,172 · end of year $76,907,325

  • 28 · Net assets with donor restrictions

    beginning of year $34,999,669 · end of year $39,627,535

Mission and programs · 2022

Mission

THE FOUNDATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $29,329,741 · Grants $17,386,679 · Revenue $4,801,644

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • KEVIN BUGGY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT M ALSTEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEFFREY L BRYDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES T BUNCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOSEPH M DESCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOESEPH M FERRARO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN N FIX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDWARD R JAMES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JASON W KINANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • R E BUFFY MAYERSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL L MCDERMOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN S MENDESH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRANCIS W MORLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES M OKEANE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENNIS M OKEEFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICHARD E PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID M ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GEOFF SOLICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN M KACZKOWSKI

    PRESIDENT & CEO

    Total calculated
    $986,967
    From this org
    $830,571
    From related orgs
    $92,286
    Other
    $64,110
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $558,735 + $62,082 related
    Bonus
    $271,836 + $30,204 related
    Other
    $0
    Deferred
    $36,450 + $4,050 related
    Nontaxable benefits
    $21,249 + $2,361 related
    Filer's total
    $888,270 + $98,697 related

  • STEVE BRUEGGEMAN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $378,035
    From this org
    $264,966
    From related orgs
    $56,205
    Other
    $56,864
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

    Base
    $218,513 + $46,351 related
    Bonus
    $46,453 + $9,854 related
    Other
    $0
    Deferred
    $33,413 + $7,088 related
    Nontaxable benefits
    $13,499 + $2,864 related
    Filer's total
    $311,878 + $66,157 related

  • WILLIAM KINGORE

    EVP, DEVELOPMENT & STRATEG

    Total calculated
    $837,206
    From this org
    $798,675
    From related orgs
    $0
    Other
    $38,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,531
    Bonus
    $481,144
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $8,031
    Filer's total
    $837,206

  • JEFFREY HARRISON

    SVP, EDUCATION

    Total calculated
    $216,247
    From this org
    $156,416
    From related orgs
    $0
    Other
    $59,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,416
    Bonus
    $0
    Other
    $0
    Deferred
    $36,100
    Nontaxable benefits
    $23,731
    Filer's total
    $216,247

  • CHARLES BROCKNER

    VP, EAST REGION DEVELOPMENT

    Total calculated
    $312,077
    From this org
    $267,416
    From related orgs
    $0
    Other
    $44,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,416
    Bonus
    $65,000
    Other
    $0
    Deferred
    $20,700
    Nontaxable benefits
    $23,961
    Filer's total
    $312,077

  • DANIEL NIEMIEC

    VP, PROGRAMS, STRATEGY & DEVELOPMENT

    Total calculated
    $259,108
    From this org
    $220,417
    From related orgs
    $0
    Other
    $38,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,417
    Bonus
    $70,000
    Other
    $0
    Deferred
    $16,000
    Nontaxable benefits
    $22,691
    Filer's total
    $259,108

  • AMY FULLER

    VP, COMMUNICATIONS

    Total calculated
    $258,676
    From this org
    $171,973
    From related orgs
    $42,993
    Other
    $43,710
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $143,973 + $35,993 related
    Bonus
    $28,000 + $7,000 related
    Other
    $0
    Deferred
    $15,200 + $3,800 related
    Nontaxable benefits
    $19,768 + $4,942 related
    Filer's total
    $206,941 + $51,735 related

  • JERRY DUDEK

    VP, DEVELOPMENT

    Total calculated
    $250,986
    From this org
    $211,417
    From related orgs
    $0
    Other
    $39,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,417
    Bonus
    $55,000
    Other
    $0
    Deferred
    $16,300
    Nontaxable benefits
    $23,269
    Filer's total
    $250,986

  • MIKE MAHER

    VP, SCHOLARSHIPS & CADDIE

    Total calculated
    $259,987
    From this org
    $208,917
    From related orgs
    $0
    Other
    $51,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,667
    Bonus
    $26,250
    Other
    $0
    Deferred
    $27,750
    Nontaxable benefits
    $23,320
    Filer's total
    $259,987

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE BONUSES OF THE OFFICERS ARE BASED ON THE RECOMMENDATION BY THE PRESIDENT AND CEO, EXCLUDING HIS OWN, AND ARE SUBJECTIVE IN NATURE BASED ON THE OVERALL PERFORMANCE OF THE ORGANIZATION AND THE EMPLOYEE'S SPECIFIC PERFORMANCE. THE PRESIDENT & CEO'S BONUS IS DETERMINED BY THE HUMAN RESOURCE COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WESTERN GOLF ASSOCIATION

    501(C)(4) · TO PROMOTE AND SUPERVISE MATTERS PERTAINING TO OR FOR THE BENEFIT OF CADDIES · IL

  • ESF II INC

    501(C)(3) · SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES · IL · controlled entity

    Directly controlled by WESTERN GOLF ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
25 August 2023
IRS schema version
2022v5.0
Source object
202322409349301202

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