Civic Intelligence

Evans Scholars Foundation

990 • Fiscal year 2021 • EIN 38-4005773

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 22, 2022

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.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

2nd percentile

0.00x

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

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$902,028

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

561%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$166,680,392

Up $36,312,917 (+28%) from 2020

Net Assets

Up

$166,680,392

Up $36,312,917 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin99th percentile

Revenue

Up

$25,680,777

Up $21,798,315 (+561%) from 2020

Expenses

Down

$330,929

Down $85,170 (-20%) from 2020

Net Income

Up

$25,349,848

Up $21,883,485 (+631%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2021

Assets$166,680,392
Liabilities$0
Net Assets$166,680,392
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$25,680,777
Expenses$330,929
Net Income$25,349,848
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 22, 2022
Return Version
2021v4.2
Gross Receipts
$142,743,921
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$111,363,177$138,935,370▲ $27,572,193
Investments Other Securities-$18,435,540-
Savings and Temporary Cash Investments$19,003,968$9,308,871▼ $9,695,097
Cash and Non-Interest-Bearing Accounts$330$611▲ $281
Total Assets$130,367,475$166,680,392▲ $36,312,917
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$128,667,475$164,980,392▲ $36,312,917
Net Assets With Donor Restrictions$1,700,000$1,700,000→ $0
Total Net Assets Fund Balance$130,367,475$166,680,392▲ $36,312,917
Total Liabilities and Net Assets / Fund Balance$130,367,475$166,680,392▲ $36,312,917

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,864,033--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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 Pay78th percentile

Board Members and Trustees

NameTitle
Francis W MorleyChairman
John M KaczkowskiPresident & CEO
Collins T FitzpatrickTrustee
DENNIS M O'KEEFETrustee
Daniel W CoyneTrustee
David M RobinsonTrustee
Edward R JamesTrustee
JAMES M O'KEANETrustee
James T BunchTrustee
Jeffrey L BrydenTrustee
John N FixTrustee
John S MendeshTrustee
Kevin BuggyTrustee
Michael L McdermottTrustee
Re Buffy MayersteinTrustee
Richard E PetersonTrustee
Robert M AlsteenTrustee
Thomas B HorwichTrustee
Steve BrueggemanChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,680,777
Other Revenue
$0
Change in Net Assets
$25,349,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,929
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-$330,929-$330,929
Total Functional Expenses$0$330,929$0$330,929
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 wester 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
Evans Scholars Foundation
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
2022-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John M Kaczkowski
Formed
2016
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

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) 15,915,131.”

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:

“Esfc 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, esfc 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). Esfc has determined that it is not necessary to record a liablity for uncertain tax positions as of december 31, 2021.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04269020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04269020
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018435540
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0111363177
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0138935370
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0117063144
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EVANS SCHOLARS FOUNDATION (ESFC) IS A NONPROFIT CORPORATION ESTABLISHED TO HOLD THE EXCESS CASH AND INVESTMENTS OF EVANS SCHOLARS FOUNDATION TRUST.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0130367475
IRS990/NetAssetsOrFundBalancesEOYAmt0166680392
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021411757
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021411757
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4952062
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0128667475
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0164980392
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt015915131
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/PYInvestmentIncomeAmt03882462
IRS990/PYOtherExpensesAmt0416099
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03466363
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0416099
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03882462
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt025349848
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019003968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09308871
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/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EVANS SCHOLARS FOUNDATION TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0368366
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0368366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0226244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226244
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01700000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0330866
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0330866
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01700000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01700000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08571507
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19864033
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERS GROUP PRIVATE EQUITY II (TEI) - CLASS A, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIME PROPERTY FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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/ExplanationTxt1ESFC 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, ESFC 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). ESFC HAS DETERMINED THAT IT IS NOT NECESSARY TO RECORD A LIABLITY FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt018435540
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0246350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt147400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0594931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1256518
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt138501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022247
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt115745
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN M KACZKOWSKI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEVE BRUEGGEMAN

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,680,392
Liabilities
$0
Net assets
$166,680,392
Revenue
$25,680,777
Expenses
$330,929
Net income
$25,349,848
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