2013-10-07T10:22:23-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2012-01-01 362518129 EVANS SCHOLARS FOUNDATION EVAN 8477244600 ONE BRIAR ROAD GOLF IL 60029 JOHN M KACZKOWSKI 8477244600 2013-09-30 1 ROBERT J NOWAK CPA MST P00527435 6305738600 2012 2016-02-24 21:20:13Z JOHN M KACZKOWSKI ONE BRIAR ROAD GOLF IL 60029 36523710 0 X WWW.EVANSSCHOLARSFOUNDATION.COM X 1930 IL THE FOUNDATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS. 17 17 45 2600 0 0 18440396 21231176 1335875 1318400 2133898 2604155 22725 26557 21932894 25180288 11374045 11291457 0 0 2406323 2859901 0 0 2493823 4090536 4255221 17870904 18406579 4061990 6773709 84566045 94415293 2167674 1943765 82398371 92471528 THE FOUNDATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS. 0 0 14364955 11291457 22549576 THE FOUNDATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS. IN 2012 THERE WERE 837 RECIPIENTS ATTENDING 19 UNIVERSITIES RECEIVING FULL TUITION AND HOUSING. THE AWARDS ARE BASED ON STRONG CADDIE RECORD, EXCELLENT ACADEMICS, DEMONSTRATED FINANCIAL NEED, ESPECIALLY IN THE LOW- TO MODERATE-INCOME LEVEL AND OUTSTANDING CHARACTER. THE CUMULATIVE GRADE POINT AVERAGE OF THESE RECIPIENTS WAS 3.25. THE GRADUATION RATE IS OVER 90%. THERE HAVE BEEN ALMOST 10,000 ALUMNI OF THE PROGRAM SINCE INCEPTION IN 1930. THE REVENUES FOR THESE GRANTS ARE MAINLY RECEIVED FROM INDIVIDUAL DONORS USING AN ANNUAL FUND DRIVE AND PERSONAL SOLICITATIONS FOR LARGER CONTRIBUTIONS. 14364955 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 75 0 1 45 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X X WAYNE JANIK CO EVANS SCHOLARS 8477244600 ONE BRIAR ROAD GOLF IL 60029 ROGER J MOHR 1.00 X 0 0 0 ROBERT M ALSTEEN 1.00 X 0 0 0 JAMES F ASHENDEN JR 1.00 X 0 0 0 SAM J DIGIOVANNI 1.00 X 0 0 0 JOHN N FIX 1.00 X 0 0 0 EDWARD R JAMES 1.00 X 0 0 0 JOHN R KRETZSCHMAR 1.00 X 0 0 0 MICHAEL L MCDERMOTT 1.00 X 0 0 0 ROBERT L MCMASTERS 1.00 X 0 0 0 RE 'BUFFY' MAYERSTEIN 1.00 X 0 0 0 RICHARD E PETERSON 1.00 X 0 0 0 DANIEL W COYNE 1.00 X 0 0 0 RONALD S KELLY 1.00 X 0 0 0 BRUCE K GOODMAN 1.00 X 0 0 0 JAMES T BUNCH 1.00 X 0 0 0 COLLINS T FITZPATRICK 1.00 X 0 0 0 THOMAS B HORWICH 1.00 X 0 0 0 GERALD DUDEK 40.00 X 183000 0 31673 JEFFREY HARRISON 40.00 X 181950 0 32773 GARY HOLAWAY 40.00 X 169000 0 25588 WAYNE JANIK 40.00 X 165000 0 30252 JOHN KACZKOWSKI 40.00 X 380000 0 42752 WILLIAM KINGORE 40.00 X 270000 0 19086 JAMES MOORE 40.00 X 136550 0 17406 VINCE PELLEGRINO 40.00 X 195000 0 30655 1680500 0 230185 8 0 1 0 FIRST AMERICAN TITLE INSURANCE COMPANY 648 N PLANKINTON AVE STE 410 MILWAUKEE WI 53203 TITLE COMPANY 1712890 BROEREN RUSSO CONSTRUCTION CO 602 N COUNTY FAIR DR CHAMPAIGN IL 61826 CONSTRUCTION CONTRACTOR 360043 MESIROW FINANCIAL 2413 MOMENTUM PLACE CHICAGO IL 60689 INSURANCE BROKER 325243 BLUE CROSS BLUE SHIELD ASSOCIATION PO BOX 1186 CHICAGO IL 60690 MEDICAL INSURANCE 226778 PERFORMANCE AWARD CENTER INC PO BOX 961094 FORT WORTH TX 76161 INVENTORY MANAGEMENT 224739 5 1345664 1524939 18360573 21231176 PRO-AMATEUR TOURNAMENT 900099 1318400 1318400 1318400 1481067 1481067 19800 0 19800 19800 19800 12466510 11343422 1123088 1123088 1123088 0 1345664 0 0 MISCELLANEOUS 900099 6757 6757 6757 25180288 1325157 0 2623955 11291457 11291457 1805400 872930 152725 779745 1054501 67520 859603 127378 46797 46797 62369 3739 28520 30110 527475 40788 55948 430739 116875 116875 143841 143841 403904 101432 87222 215250 1571954 1428469 143485 19018 19018 PAR CLUB PREMIUMS & BAG 391721 391721 OTHER EXPENSES 373498 251629 10642 111227 PRO-AMATEUR TOURNAMENT 306991 306991 ENDOWMENT EXPENSES 290778 290778 18406579 14364955 1547801 2493823 5714980 3246730 4534755 4166876 2699338 2245378 547818 805621 47058938 15307015 31022967 31751923 39860306 50897617 185881 130813 0 1170335 84566045 94415293 1973424 1658217 67000 109815 127250 175733 2167674 1943765 X 75596674 85862464 5101697 4909064 1700000 1700000 82398371 92471528 84566045 94415293 6773709 3299448 0 X X 0 1 X 1 0 X 18041311 13647200 12278052 17893611 19706237 81566411 18041311 13647200 12278052 17893611 19706237 81566411 325636 81240775 981679 -1931824 1398029 2153698 2623955 5225537 5 2925 6757 9687 86801635 0.93590 0.91350 X 1700000 1700000 1703019 3019 1700000 1700000 46379 43360 1703019 1700000 65931 65931 1700000 1200000 500000 1700000 1.00000 0 0 3431 3431 46130922 14944486 31186436 924585 362529 562056 31751923 DEFERRED COMPENSATION 175733 175733 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: EVANS SCHOLARS FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. IN ADDITION, EVANS SCHOLARS FOUNDATION 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). WESTERN GOLF ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. THE FEDERAL AND STATE TAX RETURNS OF WESTERN GOLF ASSOCIATION AND EVANS SCHOLARS FOUNDATION FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. WESTERN GOLF ASSOCIATION AND EVANS SCHOLARS FOUNDATION HAVE DETERMINED THAT IT IS NOT NECESSARY TO RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012 AND 2011. FUNDRAISING EVENTS 1345664 1345664 1345664 1345664 1 TUITION 837 9991081 LODGING 837 1195385 EVANS SCHOLARS MAINTAINED COLLEGE HOUSING SCHOLARS' AWARDS 837 4858 PLAQUES, TROPHIES, PINS SCHOLARS' ACTIVITIES 837 100133 VARIOUS ACTIVITIES 1 X X 0 0 0 0 0 0 0 1 0 GERALD DUDEK 153000 0 30000 0 0 0 15300 0 16373 0 214673 0 0 0 JEFFREY HARRISON 160000 0 20000 0 1950 0 16000 0 16773 0 214723 0 0 0 GARY HOLAWAY 146000 0 23000 0 0 0 14600 0 10988 0 194588 0 0 0 WAYNE JANIK 140000 0 25000 0 0 0 14000 0 16252 0 195252 0 0 0 JOHN KACZKOWSKI 265000 0 115000 0 0 0 26500 0 16252 0 422752 0 0 0 WILLIAM KINGORE 140000 0 130000 0 0 0 14000 0 5086 0 289086 0 0 0 JAMES MOORE 95000 0 40000 0 1550 0 9500 0 7906 0 153956 0 0 0 VINCE PELLEGRINO 150000 0 45000 0 0 0 15000 0 15655 0 225655 0 0 0 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. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE CHIEF FINANCIAL OFFICER, THE AUDIT COMMITTEE CHAIRMAN, 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 STAFF AND TRUSTEES SIGNING A CONFLICT OF INTEREST STATEMENT ANNUALLY. IN SITUATIONS WHERE A PERSON CAN BE BOTH A GOVERNOR OF WGA AND A TRUSTEE OF ESF, ONLY ONE FORM IS SIGNED. 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. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WESTERN GOLF ASSOCIATION ONE BRIAR ROAD GOLF IL 60029 366002857 TO PROMOTE AND SUPERVIE MATTERS PERTAINING TO OR FOR THE BENEFIT OF CADDIES IL 501(C)(4) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 WESTERN GOLF ASSOCIATION C 1524939 CASH PROVIDED WESTERN GOLF ASSOCIATION O 820178 CASH PROVIDED WESTERN GOLF ASSOCIATION P 118197 CASH PROVIDED