KNOWLEDGEWORKS FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGEWORKS FOUNDATION (EIN 31-1321973)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-06
- IRS object ID
- 202401279349303350
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T14:19:57-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 3000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311321973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOWLEDGEWORKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLY BRINKMAN | InCareOfNm |
| Business Name Control | KNOW | BusinessNameControlTxt |
| Phone | 5139294777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET Suite 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BRINKMAN | PersonNm |
| Person Title | VP/COO AND TREASURER | PersonTitleTxt |
| Phone | 5139294777 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | BRINKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM HITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,495,465 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KNOWLEDGEWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,160,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,099,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,501,042 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,220,991 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $174,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,680,614 | PYTotalRevenueAmt |
| CY Total Revenue | $7,495,465 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,166,309 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,636,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,670,971 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,752,952 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $270,354 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,410,354 | PYOtherExpensesAmt |
| CY Other Expenses | $6,306,457 | CYOtherExpensesAmt |
| PY Total Expenses | $12,247,634 | PYTotalExpensesAmt |
| CY Total Expenses | $17,696,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,567,020 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,200,730 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,256,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,927,169 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,687,573 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,898,249 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,569,179 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,028,920 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $4,877,556 | ExpenseAmt |
| Revenue | $1,456,434 | RevenueAmt |
| Desc | KW IN SCHOOLS: SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,402,144 | ExpenseAmt |
| Grant | $640,000 | GrantAmt |
| Revenue | $324,049 | RevenueAmt |
| Desc | POLICY AND ADVOCACY: SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,607,233 | ExpenseAmt |
| Grant | $491,679 | GrantAmt |
| Revenue | $360,418 | RevenueAmt |
| Desc | IMPACT AND IMPROVEMENT: SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,714,046 | ExpenseAmt |
| Grant | $34,630 | GrantAmt |
| Revenue | $1,080,090 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,714,046 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $34,630 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,080,090 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,600,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BRINKMAN | PersonNm |
| Phone | 5139294777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| HOLLY BRINKMAN | |||||||||
| COO, VP OF FINANCE & TREASURER | 37.0 | 3.0 | Yes (X) | $263,426 | $0 | $47,529 | |||
| MATTHEW WILLIAMS | |||||||||
| EVP/CHIEF STRAT OFF&SECRETARY | 39.0 | 1.0 | Yes (X) | $250,840 | $0 | $39,955 | |||
| MICHAEL DIMAGGIO | |||||||||
| VP, STRATEGIC PTR & DEV | 40.0 | 0.0 | $232,416 | $0 | $25,405 | Yes (X) | |||
| VIRGEL HAMMONDS | |||||||||
| CHIEF LEARNING OFFICER | 40.0 | 0.0 | $234,182 | $0 | $11,769 | Yes (X) | |||
| LILLIAN PACE | |||||||||
| VP, POLICY & ADVOCACY | 40.0 | 0.0 | $214,956 | $0 | $10,810 | Yes (X) | |||
| REBECCA WOLFE | |||||||||
| VP, IMPACT & IMPROVEMENT | 40.0 | 0.0 | $186,804 | $0 | $36,036 | Yes (X) | |||
| KATHERINE PRINCE | |||||||||
| VP, STRATEGIC FORESIGHT | 40.0 | 0.0 | $182,497 | $0 | $22,661 | Yes (X) | |||
| WILLIAM HITE | |||||||||
| PRESIDENT & CEO | 39.0 | 1.0 | Yes (X) | $186,571 | $0 | $10,346 | |||
| LAUREN MCCAULEY | |||||||||
| SR DIR, TEACHING & LEARNING | 40.0 | 0.0 | $149,942 | $0 | $35,671 | Yes (X) | |||
| KATE WESTRICH | |||||||||
| VP, MARKETING & COMMUNICATIONS | 40.0 | 0.0 | $170,761 | $0 | $8,693 | Yes (X) | |||
| GREGORY SEATON | |||||||||
| SR DIR, IMPACT & IMPROVEMENT | 40.0 | 0.0 | $143,533 | $0 | $33,746 | Yes (X) | |||
| SEAN DECATUR | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RENEE FOSTER | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS FRY | |||||||||
| DIRECTOR | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| TRACY NAJERA | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LIZZETTE GONZALEZ REYNOLDS | |||||||||
| CHAIR OF BOARD - TERM ENDED | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EILEEN RUDDEN | |||||||||
| DIRECTOR | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT RUNCIE | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BRENDA SHUM | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JULIANA WONG | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| VICTOR YOUNG | |||||||||
| INTERIM CHAIR OF THE BOARD | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,215,928 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $282,621 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTED | |||||
| 3020 OLD RANCH PARKWAY SUITE 220 | SEAL BEACH | CA | 90740 | DATA ANALYTICS | $148,692 |
| FORVIS LLP | |||||
| 312 WALNUT STREET SUITE 3000 | CINCINNATI | OH | 45201 | AUDIT AND TAX | $147,659 |
| FORESIGHT LAW POLICY | |||||
| 800 MAINE AVE SW SUITE 200 | WASHINGTON | DC | 20024 | POLICY CONSULTING | $136,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,178,150 | GovernmentGrantsAmt |
| All Other Contributions | $2,921,600 | AllOtherContributionsAmt |
| Total Contributions | $4,099,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON STUDENT LOANS | 611710 | $809,381 | $809,381 |
| Fees for Service | 611710 | $2,324,198 | $2,324,198 |
| KWI Admin Fees | 611710 | $87,412 | $87,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,220,991 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,724 | TotalRevenueColumnAmt |
| Exclusion | $174,724 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,495,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,220,991 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $174,724 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,636,786 | TotalAmt |
| Program Services | $2,636,786 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,032 | TotalAmt |
| Program Services | $1,067,749 | ProgramServicesAmt |
| Management And General | $398,523 | ManagementAndGeneralAmt |
| Fundraising | $53,760 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,770,016 | TotalAmt |
| Program Services | $3,809,278 | ProgramServicesAmt |
| Management And General | $1,789,108 | ManagementAndGeneralAmt |
| Fundraising | $171,630 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,005 | TotalAmt |
| Program Services | $222,321 | ProgramServicesAmt |
| Management And General | $100,954 | ManagementAndGeneralAmt |
| Fundraising | $10,730 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,728 | TotalAmt |
| Program Services | $399,710 | ProgramServicesAmt |
| Management And General | $180,364 | ManagementAndGeneralAmt |
| Fundraising | $16,654 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,171 | TotalAmt |
| Program Services | $353,740 | ProgramServicesAmt |
| Management And General | $160,851 | ManagementAndGeneralAmt |
| Fundraising | $17,580 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,583 | TotalAmt |
| Program Services | $475 | ProgramServicesAmt |
| Management And General | $12,108 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,289 | TotalAmt |
| Management And General | $93,289 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,749 | TotalAmt |
| Program Services | $2,266 | ProgramServicesAmt |
| Management And General | $127,483 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,289 | TotalAmt |
| Program Services | $2,012,983 | ProgramServicesAmt |
| Management And General | $370,306 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,468 | TotalAmt |
| Program Services | $79,736 | ProgramServicesAmt |
| Management And General | $127,732 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,191 | TotalAmt |
| Program Services | $110,671 | ProgramServicesAmt |
| Management And General | $46,520 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,986 | TotalAmt |
| Program Services | $330,427 | ProgramServicesAmt |
| Management And General | $79,559 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,287 | TotalAmt |
| Program Services | $221,259 | ProgramServicesAmt |
| Management And General | $95,028 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,446 | TotalAmt |
| Program Services | $818,291 | ProgramServicesAmt |
| Management And General | $56,155 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,018 | TotalAmt |
| Program Services | $469,546 | ProgramServicesAmt |
| Management And General | $20,472 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,152 | TotalAmt |
| Program Services | $352,152 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,696 | TotalAmt |
| Management And General | $84,696 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,808 | TotalAmt |
| Program Services | $76,816 | ProgramServicesAmt |
| Management And General | $32,992 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STUDENT LOAN SERVICING FEES | $59,432 | $59,432 |
| STUDENT LOAN TRUSTEE & ADMIN | $77,731 | $77,731 |
| STUDENT LOAN AMORT. EXPENSE | $335,539 | $335,539 |
| STUDENT LOAN REBATE FEES | $121,841 | $121,841 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,952 | TotalAmt |
| Program Services | $42,230 | ProgramServicesAmt |
| Management And General | $48,722 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,696,195 | TotalAmt |
| Program Services | $13,600,979 | ProgramServicesAmt |
| Management And General | $3,824,862 | ManagementAndGeneralAmt |
| Fundraising | $270,354 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,909,835 | BOYAmt |
| EOY | $5,010,231 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,033 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,907,812 | BOYAmt |
| EOY | $920,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,665 | BOYAmt |
| EOY | $225,498 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,885 | BOYAmt |
| EOY | $335,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $615,215 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $431,275 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,332 | BOYAmt |
| EOY | $183,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,054,120 | BOYAmt |
| EOY | $2,115,911 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,252,078 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,121,992 | BOYAmt |
| EOY | $1,136,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,256,752 | BOYAmt |
| EOY | $9,927,169 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,668,888 | BOYAmt |
| EOY | $1,197,305 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,149 | BOYAmt |
| EOY | $3,623,365 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,748,897 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,918,639 | BOYAmt |
| EOY | $1,077,579 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,687,573 | BOYAmt |
| EOY | $5,898,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,582 | BOYAmt |
| EOY | $451,381 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,066,597 | BOYAmt |
| EOY | $3,577,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,569,179 | BOYAmt |
| EOY | $4,028,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,256,752 | BOYAmt |
| EOY | $9,927,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,200,730 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,004 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,656,467 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,480,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,520,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,031,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,236,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,485,710 | CurrentTaxYearAmt |
| Total | $59,754,139 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,676,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,915,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,150,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,501,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,220,991 | CurrentTaxYearAmt |
| Total | $13,464,741 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,157,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,435,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,182,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,737,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,706,701 | CurrentTaxYearAmt |
| Total | $73,218,880 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,148,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,973,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,151,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,739,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,973,373 | CurrentTaxYearAmt |
| Total | $39,985,949 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $390,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,253,212 | CurrentTaxYearAmt |
| Total | $3,111,821 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,148,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,534,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,542,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,646,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,226,585 | CurrentTaxYearAmt |
| Total | $43,097,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,121,110 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,724 | CurrentTaxYearAmt |
| Total | $337,317 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,724 | CurrentTaxYearAmt |
| Total | $337,317 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $575,463 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,364,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,586,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,543,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,755,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,881,425 | CurrentTaxYearAmt |
| Total | $74,131,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.40632 | PublicSupportCY509Pct |
| Public Support PY509 | 0.39570 | PublicSupportPY509Pct |
| Investment Income CY | 0.00455 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | EXPLANATION OF OTHER INCOME: SECURITIES LITIGATION INCOME NFP SERVICING FEE INCOME LEASE TERMINATION | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,398 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,398 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,398 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,480 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,120 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,918 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $820,221 | CurrentYearMinus3Amt |
| Current Year Minus2 | $520,444 | CurrentYearMinus2Amt |
| Current Year Minus1 | $587,700 | CurrentYearMinus1Amt |
| Current Year | $4,480 | CurrentYearAmt |
| Total | $1,932,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,899,268 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $29,320 | CurrentYearMinus3Amt |
| Current Year Minus2 | $28,358 | CurrentYearMinus2Amt |
| Current Year Minus1 | $32,653 | CurrentYearMinus1Amt |
| Current Year | $22,398 | CurrentYearAmt |
| Total | $112,729 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $205,055 | CurrentYearMinus3Amt |
| Current Year Minus2 | $130,111 | CurrentYearMinus2Amt |
| Current Year Minus1 | $146,925 | CurrentYearMinus1Amt |
| Current Year | $1,120 | CurrentYearAmt |
| Total | $483,211 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $724,817 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A AND I-B | FormAndLineReferenceDesc |
| Explanation | THESE SECTIONS ARE APPLICABLE" AS KNOWLEDGEWORKS FOUNDATION DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS), ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,304 | DepreciationAmt |
| Book Value | $3,466 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $232,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,659 | DepreciationAmt |
| Book Value | $72,860 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $377,926 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,312 | DepreciationAmt |
| Book Value | $107,614 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $183,940 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INT RECEIVABLE ON INVESTMENTS | $15,452 |
| RIGHT OF USE ASSETS | $1,120,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,136,218 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $1,077,579 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,077,579 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FEDERAL INCOME TAX THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVING THE DREAM | |||||||
| 8484 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | 271635830 | 501(C)(3) | $17,500 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNADALE ON HUDSON | NY | 12504 | 141713034 | 501(C)(3) | $17,500 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| MIDDLE COLLEGE NATIONAL CONSORTIUM | |||||||
| 100 BANK ST SUITE 3D | NEW YORK | NY | 10014 | 043608107 | 501(C)(3) | $15,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| NATIONAL ALLIANCE OF CONCURRENT ENROLLMENT PRNSHP | |||||||
| PO BOX 578 | CHAPEL HILL | NC | 27514 | 161609101 | 501(C)(3) | $50,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| RODEL CHARITABLE FOUNDATION | |||||||
| 100 W 10TH STREET | WILMINGTON | DE | 19801 | 911944585 | 501(C)(3) | $25,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| JOBS FOR THE FUTURE | |||||||
| 50 MILK ST FLOOR 17 | BOSTON | MA | 02109 | 061164568 | 501(C)(3) | $110,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| NATIONAL CAREER TECHNICAL EDUCATION FDN | |||||||
| 8484 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | 731086246 | 501(C)(3) | $17,500 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| ALBANY-SCHOHARIE-SCHENECTADY-SARATOGA BOCES | |||||||
| 900 WATERVLIET-SHAKER ROAD | ALBANY | NY | 12205 | 146009582 | LOCAL GOVT | $8,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| RESEARCH FDN OF THE CITY UNIVERSITY OF NY | |||||||
| 230 W 41ST ST | NEW YORK | NY | 10036 | 131988190 | 501(C)(3) | $8,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| THE RESEARCH FDN FOR THE STATE UNIV OF NY | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(C)(3) | $8,000 | HIGH-QUALITY COLLEGE IN HS ALLIANCE EXPERIENCES |
| WESTED | |||||||
| 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | 943233542 | 501(C)(3) | $347,174 | QUALITATIVE RESEARCH STUDIES - REMIQS INITIATIVE |
| THE RILEY INSTITUTE AT FURMAN UNIVERSITY | |||||||
| 3000 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | 570314395 | 501(C)(3) | $147,500 | SUPPORT SC PERSONALIZ ED COMPETENCY-BASED LEARNING |
| AURORA INSTITUTE | |||||||
| 1100 N GLEBE RD | ARLINGTON | VA | 22201 | 200310109 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| BIG PICTURE LEARNING | |||||||
| 325 PUBLIC ST | PROVIDENCE | RI | 02905 | 050485883 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| ENVISION EDUCATION INC | |||||||
| 111 MYRTLE ST SUITE 203 | OAKLAND | CA | 94607 | 943394659 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| GREAT SCHOOLS PARTNERSHIP INC | |||||||
| 482 CONGRESS ST | PORTLAND | ME | 04101 | 263834610 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| LEARNER-CENTERED COLLABORATIVE | |||||||
| 49 STEVENSON ST | SAN FRANCISCO | CA | 94105 | 871858173 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| MASTERY TRANSCRIPT CONSORTIUM | |||||||
| PO BOX 485 | WINCHESTER | MA | 01890 | 814974458 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| THE NATL CENTER FOR THE IMPROVEMENT OF EDUC ASSMT | |||||||
| 31 MOUNT VERNON ST | DOVER | NH | 03820 | 020501917 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| TRANSCEND INC | |||||||
| PO BOX 83332 | WOBURN | MA | 01813 | 300878820 | 501(C)(3) | $15,000 | SUPPORT EQUITABLE, LEARNER-CENTERED ASSMTS |
| SPRINGFIELD INTERNATIONAL CHARTER SCHOOL | |||||||
| 160 JOAN ST | SPRINGFIELD | MA | 01129 | 043272167 | GOVT ENTITY | $20,000 | QUALITATIVE RESEARCH STUDIES - REMIQS INITIATIVE |
| CENTER FOR INNOVATION IN EDUCATION | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $115,000 | SUPPORT LOCAL & STATE ADVOCACY IN KY |
| EVERY CHILD SUCCEEDS | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | 311628467 | 501(C)(3) | $450,000 | POSITIVE PARENTING AND EARLY CHILDHOOD DEVELOPMENT |
| GREATER CINCINNATI FOUNDATION | |||||||
| 720 E PETE ROSE WAY | CINCINNATI | OH | 45202 | 310669700 | 501(C)(3) | $1,134,812 | POSITIVE PARENTING AND EARLY CHILDHOOD DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | KNOWLEDGEWORKS MAINTAINS A SYSTEM OF RECORDS ON GRANTMAKING THAT INCLUDES: DATE OF REQUEST, ELIGIBILITY OF GRANTEE, CONTACT INFORMATION, DATE GRANT WAS AWARDED, GRANT PURPOSE, GRANT BUDGET, ELECTRONIC COPY OF EXECUTED GRANT AGREEMENT AND REQUIRED REPORTING. THE GRANTS MANAGER PROVIDES PERIODIC REPORTING TO PROGRAM DIRECTORS AND FOLLOWS UP WHEN REQUIRED REPORTING IS DUE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HITE | ||||||||||||
| PRESIDENT & CEO | $173,453 | $0 | $10,000 | $0 | $3,118 | $0 | $9,223 | $0 | $1,123 | $0 | $196,917 | $0 |
| HOLLY BRINKMAN | ||||||||||||
| COO, VP OF FINANCE & TREASURER | $260,692 | $0 | $0 | $0 | $2,734 | $0 | $13,853 | $0 | $33,676 | $0 | $310,955 | $0 |
| MATTHEW WILLIAMS | ||||||||||||
| EVP/CHIEF STRAT OFF&SECRETARY | $248,324 | $0 | $0 | $0 | $2,516 | $0 | $12,978 | $0 | $26,977 | $0 | $290,795 | $0 |
| MICHAEL DIMAGGIO | ||||||||||||
| VP, STRATEGIC PTR & DEV | $228,520 | $0 | $0 | $0 | $3,896 | $0 | $11,773 | $0 | $13,632 | $0 | $257,821 | $0 |
| KATHERINE PRINCE | ||||||||||||
| VP, STRATEGIC FORESIGHT | $179,880 | $0 | $0 | $0 | $2,617 | $0 | $9,318 | $0 | $13,343 | $0 | $205,158 | $0 |
| KATE WESTRICH | ||||||||||||
| VP, MARKETING & COMMUNICATIONS | $170,415 | $0 | $0 | $0 | $346 | $0 | $8,521 | $0 | $172 | $0 | $179,454 | $0 |
| LAUREN MCCAULEY | ||||||||||||
| SR DIR, TEACHING & LEARNING | $147,893 | $0 | $0 | $0 | $2,049 | $0 | $7,784 | $0 | $27,887 | $0 | $185,613 | $0 |
| GREGORY SEATON | ||||||||||||
| SR DIR, IMPACT & IMPROVEMENT | $141,114 | $0 | $0 | $0 | $2,419 | $0 | $7,483 | $0 | $26,263 | $0 | $177,279 | $0 |
| VIRGEL HAMMONDS | ||||||||||||
| CHIEF LEARNING OFFICER | $231,948 | $0 | $0 | $0 | $2,234 | $0 | $11,597 | $0 | $172 | $0 | $245,951 | $0 |
| LILLIAN PACE | ||||||||||||
| VP, POLICY & ADVOCACY | $212,768 | $0 | $0 | $0 | $2,188 | $0 | $10,638 | $0 | $172 | $0 | $225,766 | $0 |
| REBECCA WOLFE | ||||||||||||
| VP, IMPACT & IMPROVEMENT | $184,460 | $0 | $0 | $0 | $2,344 | $0 | $9,683 | $0 | $26,353 | $0 | $222,840 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (24 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ORGANIZATION'S MISSION KNOWLEDGEWORKS VISION IS A FUTURE OF LEARNING WHERE STUDENTS OF ALL RACES AND ETHNICITIES, INCOMES AND IDENTITIES PURSUE THE KINDS OF LEARNING EXPERIENCES THAT ENABLE THEM TO UNCOVER THEIR PASSIONS AND THRIVE IN AN EVOLVING WORLD. KNOWLEDGEWORKS MISSION IS TO HELP OUR PARTNERS IN STATES AND SCHOOLS WORK TOGETHER TO ALIGN POLICY AND PRACTICE, REIMAGINING WHAT EDUCATION CAN DO THROUGH PERSONALIZED, COMPETENCY-BASED LEARNING - AND WHAT IT MUST DO TO PREPARE STUDENTS FOR A LIFETIME OF LEARNING. OUR WORK IN SCHOOLS ACROSS THE COUNTRY SPARKS NEW THINKING ABOUT WAYS TO PREPARE STUDENTS FOR AN UNCERTAIN FUTURE. WE BELIEVE IN PERSONALIZED LEARNING NOT ONLY FOR STUDENTS, BUT ALSO FOR EDUCATORS AND LEADERS. WITH MORE THAN 20 YEARS OF EXPERIENCE EXPLORING THE FUTURE OF LEARNING, GROWING EDUCATOR IMPACT AND WORKING WITH STATE AND FEDERAL POLICYMAKERS, OUR PASSIONATE TEAM PARTNERS WITH SCHOOLS AND SCHOOL DISTRICTS TO GROW A SYSTEM-WIDE APPROACH TO SUSTAIN STUDENT-CENTERED PRACTICES SO THAT EVERY CHILD GRADUATES READY FOR WHAT'S NEXT. |
| FORM 990, PART III, LINE 1 | DESCRIPTION OF ORGANIZATION'S MISSION WE HELP OUR PARTNERS IN STATES AND SCHOOLS WORK TOGETHER TO ALIGN POLICY AND PRACTICE, REIMAGINING WHAT EDUCATION CAN DO THROUGH PERSONALIZED, COMPETENCY-BASED LEARNING - AND WHAT IT MUST DO TO PREPARE STUDENTS FOR A LIFETIME OF LEARNING. |
| FORM 990, PART III, LINE 3 | SIGNIFICANT CHANGES IN MAY 2023, KNOWLEDGEWORKS SOLD ITS REMAINING STUDENT LOANS, WHICH TOTALED APPROXIMATELY $12,317,000 AT THE TIME OF SALE, TO THE SAME THIRD PARTY THAT HELD THE RIGHTS TO CASH FLOWS FROM THE TRUST. THE PURCHASE PRICE OF THE LOANS WAS EQUAL TO 100% OF THE PRINCIPAL BALANCE OF THE LOANS PLUS INTEREST ACCRUED THEREON OF APPROXIMATELY $739,000. THE PROCEEDS FROM THE SALE WERE USED TO PAY OFF THE REMAINDER OF THE BONDS. AS A RESULT OF THIS TRANSACTION, KNOWLEDGEWORKS EFFECTIVELY ENDED ITS STUDENT LOAN PROGRAM. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS - KnowledgeWorks in Schools KnowledgeWorks has established partnerships with more than 100 school districts and state education agencies across 14 states in transforming their system from a traditional system to one that is personalized and competency-based. These school systems span the country and are diverse in size, racial demographics, and socioeconomic background. In FY23, KnowledgeWorks partnered with state education agencies in Nevada, North Dakota, Ohio, South Carolina, and Utah to help stakeholders support the growth of personalized and competency-based education statewide. KnowledgeWorks also partnered with state-wide organizations in Arizona and Michigan to launch cohorts of school systems exploring new, more equitable learning structures for students and communities across the state. Collaborating with the Nevada Department of Education, KnowledgeWorks supported efforts to launch a statewide personalized, competency-based learning network. KnowledgeWorks and the state department met with all thirteen school systems to explore what state-wide supports would be most impactful in launching personalized, competency-based learning as well as the design of a Nevada Profile of a Graduate. Work in North Dakota led to a growing network of districts committed to implementing personalized learning and the development of a statewide learning continuum that will provide students with competency-based graduation pathways. Leadership teams comprised of school, state department, community-based organization individuals are now leading the planning and implementation of state-wide learning collaboratives. KnowledgeWorks partnered with the Ohio Department of Education to build staff capacity to implement personalized, whole-child approaches aligned with the state's strategic plan. In partnership with the state department, thirteen regional specialists were identified to support professional learning opportunities and coaching for teachers, principals, and district leaders. These specialists and KnowledgeWorks have co-designed and established the Ohio Personalized Learning Network. In South Carolina, KnowledgeWorks partnered with the Department of Education's Office of Personalized Learning to support a statewide network of schools and districts implementing personalized, competency-based learning. This statewide partnership increased from 15 districts in FY18 to 70 school systems in FY23 all working collaboratively to advance personalized, competency-based learning across the state. This represents a commitment from over 75% of South Carolina's districts. Work in Arizona learning communities led to the creation of Personalized Learning Institutes for school systems across the country to observe, learn, and provide feedback to the Arizona Personalize Learning Network that is transforming learning ecosystems for more than 100,000 young people throughout the state. |
| FORM 990, PART III, LINE 4B | Program Service Accomplishments - Policy & Advocacy In FY23, KnowledgeWorks continued to support states and diverse education stakeholders to advance policy change and maximize implementation in service of systems transformation. The Policy & Advocacy team conducted opportunity analyses and flexibility memos for Kentucky and Ohio aligned to KnowledgeWorks' State Policy Framework for Personalized Learning and engaged in targeted technical assistance requests for state policymakers in South Carolina, Nevada, and Kentucky. Development and facilitation of leadership networks in Nevada and Ohio enhanced these technical policy supports, providing systems of support to the field as well as a focus on developing the capacity of state leaders to sustain PCBL transformation. In Nevada, KnowledgeWorks launched an Ambassador Fellowship Program in Nevada to elevate racially and regionally diverse education leaders and a Youth Empowerment Fellowship to elevate student voice. KnowledgeWorks helped local partners in Kentucky and Southwestern Pennsylvania design storytelling and messaging efforts schedule to launch in the next year to advance key messages aligned to personalized, competency-based learning. KnowledgeWorks also began efforts in Minnesota to help local partners make the case for educational transformation. KnowledgeWorks completed a series of thought leadership engagements throughout the year to elevate insights from the field and push national thinking about educational transformation. The design and launch of a Trailblazers Summit and subsequent report, Beyond the Horizon: Blazing a Trail Toward Learner Centered School Quality Systems brought together nearly 200 national leaders to imagine a student-centered future for assessment and accountability systems. This effort engaged 10 national partner organizations and helped build collaborative relationships with national civil rights organizations. The Policy & Advocacy team continued to track personalized, competency-based learning policy momentum across the country, releasing the first-ever 50-state scan of student-centered learning policies produced in partnership with the Education Commission of the States. Release of the publication, Transforming for Tomorrow, helped state policymakers focus on a narrow set of transformational policy levers to kick-start PCBL systems across their state. In addition to policy publications, the Policy & Advocacy team produced several resources to increase stakeholder engagement in educational systems transformation. In collaboration with student voice organizations across the country, the team published Learning Agenda for Elevating Student Voice which resource offers a comprehensive guide for empowering students in the education transformation process. A series of video shorts was also produced to help stakeholders understand the fundamentals of competency design and best practices for designing a competency continuum that integrates academic knowledge and essential skills. design and best practices for designing a competency continuum that integrates academic knowledge and essential skills. |
| FORM 990, PART III, LINE 4C | Program Service Accomplishments - IMPACT & IMPROVEMENT In the continuing effort to support state work, in FY23, the Impact and Improvement team produced its final report on the interim formative data and shared these findings with partners in North Dakota. The team worked with the North Dakota Student Longitudinal Data System on the summative data portion of the study and received two rounds of student matched pair analysis of summative outcomes. Across Arizona, North Dakota, and South Carolina, the team led 29 continuous quality improvement capacity building sessions with districts leaders and data fellows. The Impact & Improvement team gathered, cleaned, and analyzed 17,436 implementation surveys from students and another 2,500 (approximately) from educators in Arizona, North Dakota, Ohio and South Carolina. Towards the goals of building the knowledge base for the field, the Impact & Improvement team completed individual data dashboards for 12 districts and presented early findings to the entire Ohio Launch cohort. The team continued to maintain and expand The Making the Case: Compelling Data, a field-facing, searchable data library for sourcing evidence and data on the positive impacts of PCBL. The Making the Case Data Library had 6,770 unique visits in FY23, up from 615 in FY22. |
| FORM 990, PART III, LINE 4D | PROGRAM SERVICE ACCOMPLISHMENTS - Other Services Include Strategic Foresight, grantmaking and student loan programs. Strategic Foresight - KnowledgeWorks continued to exercise national thought leadership around the future of learning through publications, partnerships and stakeholder engagements. It published two toolkits: Mapping Your Journey Toward Liberatory Education Futures and Charting a Path Toward Flourishing Futures. The former provided guidance for K-12 education stakeholders on identifying how they might take action today considering future possibilities raised by KnowledgeWorks' sixth anchor forecast. Charting a Path Toward Flourishing Futures was published in collaboration with partner Capita, an ideas lab dedicated to the flourishing of families and young children, and outlined futures thinking tools that can help leaders in the early childhood sector anticipate and initiate change. KnowledgeWorks also published a retrospective blog series, looking back at its third anchor forecast, published in 2012. KnowledgeWorks partnered with Teach for America's Reinvention Lab to research and publish Dreaming into Learning Futures, using a highly participatory process to explore trends and imagine where learning in the United States might be headed over the next 10 years. KnowledgeWorks also partnered with the University of St. Thomas and the Minnesota School Board Association to lead school board members through a cohort experience oriented toward futures thinking and advocacy. KnowledgeWorks' Strategic Foresight team continued to give presentations and to design and facilitate workshops and webinars exploring future possibilities and ways of shaping the future. The team delivered workshops at the Minnesota School Boards Association and Deeper Learning conferences and for Northmont School District and gave presentations at ASU-GSV, eCampus Ontario, Toronto Metropolitan University, and Philanthropy Ohio. The team also supported KnowledgeWorks' efforts to help state education systems and school districts transition to personalized, competency-based learning. Grant-making -The Grant making program provided approximately $2.6 million in grants and contributions to 30 organizations. Student Lending Programs - KnowledgeWorks served approximately 900 students during the fiscal year through its student lending programs. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS CERTAIN KNOWLEDGEWORKS FOUNDATION BOARD MEMBERS ARE ALSO MEMBERS OF THE BOARDS OF CERTAIN KNOWLEDGEWORKS FOUNDATION AFFILIATES. THESE OVERLAPPING BOARD MEMBERSHIPS CONSTITUTE A BUSINESS RELATIONSHIP AS DEFINED BY THE FORM 990 INSTRUCTIONS. |
| FORM 990, PART VI, SECTION A, LINE 3 | KNOWLEDGEWORKS FOUNDATION CONTRACTED WITH NELNET TO ADMINISTER ITS STUDENT LENDING PROGRAMS. THIS CONTRACT ENDED ON 6/30/2023. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990 AFTER COMPLETION BY THE PREPARER, THE DRAFT FORM 990 IS REVIEWED BY THE ACCOUNTING DIRECTOR AND THE COO/VP OF FINANCE. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED WITH THE AUDIT COMMITTEE. AFTER IT RECEIVES THE APPROVAL OF THE AUDIT COMMITTEE, THE FINAL FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ORGANIZATION'S PRACTICE FOR MONITORING COMPLIANCE ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY DIRECTORS, OFFICERS AND KEY EMPLOYEES AND REVIEWED BY MANAGEMENT. ITEMS REPORTED ARE DISCUSSED WITH LEGAL COUNSEL, WHO ADVISES MANAGEMENT AND THE BOARD OF ANY REQUIRED ACTIONS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED WITH THE ANNUAL QUESTIONNAIRE AND IS ALSO ACCESSIBLE ON THE SECURE DIRECTOR'S PORTION OF THE FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | COMPENSATION DETERMINATION THE COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES ARE SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZING A COMPENSATION STUDY PERFORMED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM COMPARING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, INCLUDING REVIEW OF FORM 990S FOR OTHER ORGANIZATIONS. MEMBERS OF THE BOARD OF DIRECTORS HAVE IN THE PAST RECEIVED REASONABLE COMPENSATION FOR THEIR SERVICES AS MEMBERS OF THE BOARD OF DIRECTORS. A COMPENSATION STUDY WAS LAST PERFORMED IN APRIL 2023 BY SMITHPILOT. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS THE CONSOLIDATED FINANCIAL STATEMENTS OF KNOWLEDGEWORKS FOUNDATION AND ITS SUBSIDIARIES ARE AVAILABLE ON THE KNOWLEDGEWORKS FOUNDATION WEBSITE. KNOWLEDGEWORKS FOUNDATION'S FORM 990 IS ALSO AVAILABLE ON ITS OWN WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART X, LINE 9 | OTHER CHANGES IN NET ASSETS UNREALIZED LOSS ON LIABILITY FOR STUDENT LOAN RESIDUAL (155,047) AMORTIZATION OF DISCOUNT ON STUDENT LOANS 1,112,016 TRANSFER FROM TAX-EXEMPT SUBSIDIARY - KWI 6,385,961 LOSS ON SALE OF LOANS (686,463) TOTAL TO FORM 990, PART XI, LINE 9 6,656,467 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BUSINESS CONSULTANTS TOTAL FEES:238894 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MARKETING/COMMUNICATIONS TOTAL FEES:120022 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:NETWORK CONSULTING TOTAL FEES:41330 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PAYROLL/COMP/BENEFITS TOTAL FEES:142096 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:HR/TRAINING/DEVELOPMENT TOTAL FEES:16907 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TECHNOLOGY TOTAL FEES:16725 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:POLICY/ADVOCACY TOTAL FEES:604272 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DATA/RESEARCH/EVALUATION TOTAL FEES:542584 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEACHING/LEARNING CONSULTANTS TOTAL FEES:501837 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:STRATEGIC FORESIGHT TOTAL FEES:158622 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWSL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510560916 | EIN |
| Primary Activities | STD LENDING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KF | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311776354 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KWI | ||
| L | $21,491 | ACTUAL COST |
| KWI | ||
| N | $2,004 | ALLOCATED COST |
| KWI | ||
| Q | $65,920 | ACTUAL COST |
| KWI | ||
| S | $6,385,961 | ACTUAL CASH TRF |