2012-10-09T11:54:42-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2011-01-01 362518129 EVANS SCHOLARS FOUNDATION EVAN 8477244600 ONE BRIAR ROAD GOLF IL 60029 JOHN M KACZKOWSKI 8477244600 2012-10-02 1 ROBERT J NOWAK CPA MST P00527435 6305738600 2011 2016-02-24 21:20:13Z JOHN M KACZKOWSKI ONE BRIAR ROAD GOLF IL 60029 31964833 0 X WWW.EVANSSCHOLARSFOUNDATION.COM X 1930 IL SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES. 14 14 39 475 0 0 13609657 18440396 1193500 1335875 1378554 2133898 19480 22725 16201191 21932894 10228662 11374045 0 0 1884379 2406323 0 0 2304788 5210261 4090536 17323302 17870904 -1122111 4061990 84000372 84566045 2648315 2167674 81352057 82398371 SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES. 0 0 14201214 10237907 1804463 THE FOUNDATION PROVIDES SCHOLARSHIPS & OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS. 14201214 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 67 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 X 14 14 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 GERALD DUDEK 40.00 X 178603 0 31611 JEFFREY HARRISON 40.00 X 156450 0 52223 GARY HOLAWAY 40.00 X 141604 0 35082 WAYNE JANIK 40.00 X 137304 0 48752 JOHN KACZKOWSKI 40.00 X 249104 0 65252 WILLIAM KINGORE 40.00 X 180598 0 40124 JAMES MOORE 40.00 X 158253 0 56906 VINCE PELLEGRINO 40.00 X 132103 0 28155 1334019 0 358105 8 0 1 0 MESIROW FINANCIAL 2413 MOMENTUM PLACE CHICAGO IL 60689 INSURANCE BROKER 306437 BLACKBAUD PO BOX 930256 ATLANTA GA 61193 SOFTWARE & DEVELOPMENT 244387 BLUE CROSS BLUE SHIELD ASSOCIATION PO BOX 1186 CHICAGO IL 60690 MEDICAL INSURANCE 221689 FSI PRINT 88 NORTH BROADWAY DES PLAINES IL 60016 PRINTING 159523 AMERISTAR JET CHARTER INC PO BOX 700548 DALLAS TX 75370 CHARTER AIRLINE 154200 6 1289915 546785 16603696 18440396 PRO-AMATEUR TOURNAMENT 900099 1335875 1335875 1335875 1668235 1668235 19800 0 19800 19800 19800 10497602 10031939 465663 465663 465663 0 1289915 0 0 MISCELLANEOUS 900099 2925 2925 2925 21932894 1804463 0 1688035 11374045 11374045 1586570 710482 130916 745172 819753 23028 739836 56889 13514 13514 50458 50458 14347 859 2632 10856 457062 32298 48555 376209 119631 119631 278090 63417 65887 148786 44679 44679 1503989 1372790 131199 15481 15481 PRO-AMATEUR TOURNAMENT 378703 378703 ENDOWMENT EXPENSES 378042 378042 PAR CLUB PREMIUMS & BAG 327228 327228 MAINTENANCE 162263 162263 347049 200913 4161 141975 17870904 14201214 1364902 2304788 1752029 5714980 4452823 4534755 1665656 2699338 389607 547818 44774163 13751196 32225629 31022967 42995566 39860306 79711 185881 439351 0 84000372 84566045 2445469 1973424 114046 67000 88800 127250 2648315 2167674 X 75002400 75596674 4649657 5101697 1700000 1700000 81352057 82398371 84000372 84566045 X 4061990 -3015676 X X 0 1 1 X 0 X 15942703 18041311 13647200 12278052 17893611 77802877 15942703 18041311 13647200 12278052 17893611 77802877 366222 77436655 4364966 981679 -1931824 1398029 2153698 6966548 5 2925 2930 84772355 0.91350 0.88330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1703019 3019 1700000 1700000 46379 43360 1703019 1700000 65931 65931 1700000 1200000 500000 1700000 0 0 3431 3431 43772305 13493325 30278980 998427 257871 740556 31022967 DEFERRED COMPENSATION 127250 127250 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008, 2009, AND 2010 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, 2011 AND 2010. FUNDRAISING EVENTS 1289915 1289915 1289915 1289915 1 TUITION 825 10084877 LODGING 825 1172912 EVANS SCHOLARS MAINTAINED COLLEGE HOUSING SCHOLARS' AWARDS 825 17486 PLAQUES, TROPHIES, PINS SCHOLARS' ACTIVITIES 825 98770 VARIOUS ACTIVITIES 1 X 0 0 0 0 0 0 0 1 0 GERALD DUDEK 148603 0 30000 0 0 0 14900 0 16711 0 210214 0 0 0 JEFFREY HARRISON 156450 0 0 0 0 0 35450 0 16773 0 208673 0 0 0 GARY HOLAWAY 141604 0 0 0 0 0 24200 0 10882 0 176686 0 0 0 WAYNE JANIK 131604 0 5700 0 0 0 32500 0 16252 0 186056 0 0 0 JOHN KACZKOWSKI 236104 0 13000 0 0 0 49000 0 16252 0 314356 0 0 0 WILLIAM KINGORE 116015 0 64583 0 0 0 35000 0 5124 0 220722 0 0 0 JAMES MOORE 152153 0 6100 0 0 0 49000 0 7906 0 215159 0 0 0 VINCE PELLEGRINO 124603 0 7500 0 0 0 12500 0 15655 0 160258 0 0 0 PART I, LINE 7 THE PRESIDENT AND TWO VICE PRESIDENTS RECEIVED BONUSES, DETERMINED BY THE COMPENSATION COMMITTEE, DUE TO AN OVERALL INCREASE IN REVENUES FOR THE YEAR. THE VICE PRESIDENT OF TOURNAMENTS RECEIVED A BONUS, BASED UPON A WRITTEN STRUCTURE PLAN, TIED TO THE NET CONTRIBUTION THE ORGANIZATION RECEIVED FROM THE TOURNAMENTS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -3,015,676. FORM 990, PART XII, LINE 2C THE 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) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 WESTERN GOLF ASSOCIATION C 546785 WESTERN GOLF ASSOCIATION N 612167 WESTERN GOLF ASSOCIATION O 86482