EVANS SCHOLARS FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

JOHN M KACZKOWSKI

Phone

8477244600

Tax Period

2024-01-01 to 2024-12-31

EVANS SCHOLARS FOUNDATION, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $92.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $39.8M, a strong 43% operating margin.

Mission

THE FOUNDATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS.

Program Service Accomplishments

Program 1

Expenses: $37,776,446 Revenue: $5,366,059

THE FOUNDATION PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS. IN 2024 THERE WERE APPROXIMATELY 1,200 RECIPIENTS ATTENDING 24 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 3.3. THE GRADUATION RATE IS 98%. THERE HAVE BEEN APPROXIMATELY 12,000 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $86,361,210

Program Service Revenue $5,039,874

Investment Income $0

Other Revenue $1,288,896

TOTAL REVENUE $92,689,980

Expense Breakdown

Grants Paid $21,180,922

Salaries & Benefits $14,092,508

Fundraising Expenses $9,385,149

Program Expenses $37,776,446

Other Expenses $17,586,253

TOTAL EXPENSES $52,859,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,689,980	$82,055,985	+0.1%
Expenses	$52,859,683	$47,713,486	+0.1%
Net Income	$39,830,297	$34,342,499	+0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

115

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,880,114

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH M DESCH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT M ALSTEEN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN BUGGY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAMES T BUNCH	TRUSTEE	1.00	Director	$0	$0	$0
STEVE COLNITIS	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH M FERRARO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN N FIX	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD R JAMES	TRUSTEE	1.00	Director	$0	$0	$0
JASON W KINANDER	TRUSTEE	1.00	Director	$0	$0	$0
R E 'BUFFY' MAYERSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL L MCDERMOTT	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS W MORLEY	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS M O'KEEFE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD E PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
FRANK S POLIZZI SR	TRUSTEE	1.00	Director	$0	$0	$0
EDE RICE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID M ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
GEOFF SOLICH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN M KACZKOWSKI	PRESIDENT & CEO	36.00	Officer	$1,001,671	$70,049	$1,183,017
STEVE BRUEGGEMAN	CHIEF FINANCIAL OFFICER	33.00	Officer	$299,558	$62,981	$426,081
WILLIAM KINGORE	EVP, DEVELOPMENT & STRATEG	40.00	Officer	$987,579	$54,121	$1,041,700
JEFFREY HARRISON	SVP, EDUCATION	40.00	Officer	$161,906	$67,410	$229,316
MIKE MAHER	VP, SCHOLARSHIPS & CADDIE	40.00	Highest	$271,457	$51,953	$323,410
BRIAN SHELL	VP, EDUCATION	40.00	Highest	$244,506	$49,006	$293,512
DANIEL NIEMIEC	VP, PROGRAMS, STRATEGY & D	40.00	Highest	$225,506	$45,285	$270,791
AMY FULLER	VP, COMMUNICATIONS	32.00	Highest	$210,205	$51,599	$314,355
CHARLES BROCKNER	VP, EAST REGION DEVELOPMEN	40.00	Highest	$228,506	$46,254	$274,760

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$92,689,980	$52,859,683	$167,405,756	$39,830,297
2023	$82,055,985	$47,713,486	$159,519,558	$34,342,499
2022	$62,767,857	$40,806,569	$120,949,474	$21,961,288
2021	$62,566,812	$36,055,886	$101,873,087	$26,510,926
2020	$40,380,535	$30,645,715	$93,425,406	$9,734,820
2019	$45,801,611	$33,266,647	$97,723,282	$12,534,964
2018	$43,225,846	$31,698,583	$77,743,769	$11,527,263