Civic Intelligence

Evans Scholars Foundation

990 • Fiscal year 2022 • EIN 38-4005773

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 25, 2023

Organization ProfileWWW.WGAESF.ORG
2501 Patriot BoulevardGlenview, IL 60026-8022

(847) 724-4600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$986,967

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

25th percentile

-8.2%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$153,028,217

Down $13,652,175 (-8.2%) from 2021

Net Assets

Down

$153,028,217

Down $13,652,175 (-8.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Down

$3,701,453

Down $21,979,324 (-86%) from 2021

Expenses

Up

$414,418

Up $83,489 (+25%) from 2021

Net Income

Down

$3,287,035

Down $22,062,813 (-87%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2018: $101,708,054Liabilities 2018: $0Net Assets 2018: $101,708,0542018Assets 2019: $104,226,387Liabilities 2019: $0Net Assets 2019: $104,226,3872019Assets 2020: $130,367,475Liabilities 2020: $0Net Assets 2020: $130,367,4752020Assets 2021: $166,680,392Liabilities 2021: $0Net Assets 2021: $166,680,3922021Assets 2022: $153,028,217Liabilities 2022: $0Net Assets 2022: $153,028,2172022Assets 2023: $171,468,579Liabilities 2023: $0Net Assets 2023: $171,468,5792023Assets 2024: $228,970,039Liabilities 2024: $0Net Assets 2024: $228,970,0392024

Highlighted filing

2022

Assets$153,028,217
Liabilities$0
Net Assets$153,028,217
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Revenue 2018: $4,417,166Expenses 2018: $64,293Net Income 2018: $4,352,8732018Revenue 2019: $4,741,444Expenses 2019: $547,663Net Income 2019: $4,193,7812019Revenue 2020: $3,882,462Expenses 2020: $416,099Net Income 2020: $3,466,3632020Revenue 2021: $25,680,777Expenses 2021: $330,929Net Income 2021: $25,349,8482021Revenue 2022: $3,701,453Expenses 2022: $414,418Net Income 2022: $3,287,0352022Revenue 2023: $5,123,303Expenses 2023: $468,702Net Income 2023: $4,654,6012023Revenue 2024: $9,421,993Expenses 2024: $552,657Net Income 2024: $8,869,3362024

Highlighted filing

2022

Revenue$3,701,453
Expenses$414,418
Net Income$3,287,035
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 25, 2023
Return Version
2022v5.0
Gross Receipts
$34,841,485
Mission and Program Overview

Mission

Evans scholars foundation (esfc) is a nonprofit corporation established to hold the excess cash and investments of evans scholars foundation trust.

Esf ii, inc. Is a nonprofit corporation established to hold the excess cash and investments of evans scholars foundation trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$138,935,370$121,595,353▼ $17,340,017
Investments Other Securities$18,435,540$25,222,065▲ $6,786,525
Savings and Temporary Cash Investments$9,308,871$5,060,308▼ $4,248,563
Cash and Non-Interest-Bearing Accounts$611$1,150,491▲ $1,149,880
Total Assets$166,680,392$153,028,217▼ $13,652,175
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$164,980,392$151,328,217▼ $13,652,175
Net Assets With Donor Restrictions$1,700,000$1,700,000→ $0
Total Net Assets Fund Balance$166,680,392$153,028,217▼ $13,652,175
Total Liabilities and Net Assets / Fund Balance$166,680,392$153,028,217▼ $13,652,175

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,317,659--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,700,000-▲ $211,440-$1,700,000
2021$1,700,000-▲ $368,366-$1,700,000
2020$1,700,000-▲ $226,244-$1,700,000
2019$1,700,000-▲ $330,866-$1,700,000
2018-$1,700,000--$1,700,000
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Kevin BuggyChairman
John M KaczkowskiPresident & CEO
David M RobinsonTrustee
Dennis M OkeefeTrustee
Edward R JamesTrustee
Francis W MorleyTrustee
Geoff SolichTrustee
James M OkeaneTrustee
James T BunchTrustee
Jason W KinanderTrustee
Jeffrey L BrydenTrustee
Joeseph M FerraroTrustee
John N FixTrustee
John S MendeshTrustee
Joseph M DeschTrustee
Michael L McdermottTrustee
R E Buffy MayersteinTrustee
Richard E PetersonTrustee
Robert M AlsteenTrustee
Steve BrueggemanChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,701,453
Other Revenue
$0
Change in Net Assets
$3,287,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$414,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$414,418-$414,418
Total Functional Expenses$0$414,418$0$414,418
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organziation changed its name to esf ii, inc. Amended articles of incorporation are attached to this return.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is reviewed for completeness and accuracy by the chief financial officer, the audit committee, the western golf association treasurer, the trustees, and the western golf association board of governors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Compliance is done by key management staff signing a conflict of interest statement annually. In situations where a person can be both a governor of wga and a trustee of esft or esfc, only one form is signed. A conflict of interest policy applies to all trustees. Any conflicts are self-reported by the member to the president john kaczkowski. Any members who determine they have a conflict must abstain from voting on the issue in question. All conflicts are disclosed and reviewed annually at the december audit committee meeting.”

Form 990, Part VI, Section B, Line 15

“Review of compensation is done by an independent human resource committee derived from the wga board of governors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Esf Ii Inc
EIN
38-4005773
Phone
8477244600
Address
2501 PATRIOT BOULEVARD, GLENVIEW, IL 60026-8022

Signing Officer

Name
John M Kaczkowski
Title
President & CEO
Phone
8477244600
Signed
2023-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John M Kaczkowski
Formed
2016
Legal Domicile
Il
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 WEST 22ND STREET SUITE 1100, OAK BROOK, IL 60523
Preparer
Alex E Warner CPA
Phone
6305738600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer from evans scholars foundation trust (36-2518129) 3,796,269.”

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the audit of its consolidated financial statements and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment consists of funds established to support the organization's purpose to provide scholarships and other educational opportunities to caddies.”

PART X, LINE 2:

“Esf ii, inc. Is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (irc) and is also exempt from state income taxes. In addition, esf ii, inc. Qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(1). Esf ii, inc. Has determined that it is not necessary to record a liablity for uncertain tax positions as of december 31, 2022.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt034841485
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESF II, INC. IS A NONPROFIT CORPORATION ESTABLISHED TO HOLD THE EXCESS CASH AND INVESTMENTS OF EVANS SCHOLARS FOUNDATION TRUST.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherChangesInNetAssetsAmt03796269
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN M KACZKOWSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt05060308
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EVANS SCHOLARS FOUNDATION TRUST
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IRS990ScheduleA/SupportingOrgType2Ind0X
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19412860
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22676960
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt34317659
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERS GROUP PRIVATE EQUITY II (TEI) - CLASS A, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIME PROPERTY FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INFRASTRUCTURE INVESTMENTS FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3TA REALTY CORE PROPERTY FUND, L.P.
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT THE ORGANIZATION'S PURPOSE TO PROVIDE SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES TO CADDIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ESF II, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS ALSO EXEMPT FROM STATE INCOME TAXES. IN ADDITION, ESF II, INC. QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). ESF II, INC. HAS DETERMINED THAT IT IS NOT NECESSARY TO RECORD A LIABLITY FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt025222065
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt156307

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,028,217
Liabilities
$0
Net assets
$153,028,217
Revenue
$3,701,453
Expenses
$414,418
Net income
$3,287,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$229$0.00$229$9.42$0.55$8.87
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$0.00$171$5.12$0.47$4.65
2022Detailed filing. Detailed filing data is available for this year.$153$0.00$153$3.70$0.41$3.29
2021Detailed filing. Detailed filing data is available for this year.$167$0.00$167$25.7$0.33$25.3
2020Detailed filing. Detailed filing data is available for this year.$130$0.00$130$3.88$0.42$3.47
2019Detailed filing. Detailed filing data is available for this year.$104$0.00$104$4.74$0.55$4.19
2018Detailed filing. Detailed filing data is available for this year.$102$0.00$102$4.42$0.06$4.35