Civic Intelligence

Evans Scholars Foundation

990 • Fiscal year 2023 • EIN 38-4005773

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

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

(847) 724-4600

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$171,468,579

Flat from 2023

Net Assets

Flat

$171,468,579

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$5,123,303

Flat from 2023

Expenses

Flat

$468,702

Flat from 2023

Net Income

Flat

$4,654,601

Flat from 2023

Historical Trend

Balance Sheet Trend

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 2023: $171,468,579Liabilities 2023: $0Net Assets 2023: $171,468,5792023Assets 2024: $228,970,039Liabilities 2024: $0Net Assets 2024: $228,970,0392024

Highlighted filing

2023

Assets$171,468,579
Liabilities$0
Net Assets$171,468,579
Open 2023 Filing

Operations Trend

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 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

2023

Revenue$5,123,303
Expenses$468,702
Net Income$4,654,601
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.1
Gross Receipts
$29,135,391
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$121,595,353$139,901,172▲ $18,305,819
Investments Other Securities$25,222,065$31,409,027▲ $6,186,962
Savings and Temporary Cash Investments$5,060,308$156,380▼ $4,903,928
Cash and Non-Interest-Bearing Accounts$1,150,491$2,000▼ $1,148,491
Total Assets$153,028,217$171,468,579▲ $18,440,362
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$151,328,217$169,768,579▲ $18,440,362
Net Assets With Donor Restrictions$1,700,000$1,700,000→ $0
Total Net Assets Fund Balance$153,028,217$171,468,579▲ $18,440,362
Total Liabilities and Net Assets / Fund Balance$153,028,217$171,468,579▲ $18,440,362

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,924,609--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,700,000-▲ $471,867-$1,700,000
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin BuggyChairman
John M KaczkowskiPresident & CEO
David M RobinsonTrustee
Dennis M OkeefeTrustee
Ede RiceTrustee
Edward R JamesTrustee
Francis W MorleyTrustee
Frank S Polizzi SrTrustee
Geoff SolichTrustee
James T BunchTrustee
Jason W KinanderTrustee
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
$5,123,303
Other Revenue
$0
Change in Net Assets
$4,654,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$468,702
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-$468,702-$468,702
Total Functional Expenses$0$468,702$0$468,702
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
No
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 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 esf or esf ii, inc, 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
2024-06-17
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
2021 SPRING ROAD SUITE 200, OAK BROOK, IL 60523
Preparer
Alex E Warner CPA
Phone
6305738600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to evans scholars foundation trust (36-2518129) -2,350,155.”

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, 2023.”

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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt031409027
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0121595353
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0139901172
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024012088
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0153028217
IRS990/NetAssetsOrFundBalancesEOYAmt0171468579
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0150244
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0150244
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016135916
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0151328217
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0169768579
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2350155
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN M KACZKOWSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03701453
IRS990/PYOtherExpensesAmt0414418
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03287035
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0414418
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03701453
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04654601
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05060308
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0156380
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362518129
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02350155
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EVANS SCHOLARS FOUNDATION TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02350155
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0471867
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0471867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0211440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0368366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0368366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0226244
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0330866
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0330866
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09654410
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17830339
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22851171
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33196186
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt42360395
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5591917
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt64924609
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.
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AG TWIN BROOK CAPITAL INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CDL OFFSHORE FUND (LEVERED) FEEDER, L.P.
IRS990ScheduleD/OtherSecuritiesGrp/Desc6IFM GLOBAL INFRASTRUCTURE (OFFSHORE), L.P. CLASS A
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
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, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt031409027
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,468,579
Liabilities
$0
Net assets
$171,468,579
Revenue
$5,123,303
Expenses
$468,702
Net income
$4,654,601
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
2023Detailed filing. Detailed filing data is available for this year.$171$0.00$171$5.12$0.47$4.65
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