KNOWLEDGEWORKS FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGEWORKS FOUNDATION (EIN 31-1321973)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-13
- IRS object ID
- 202011349349300506
- Schema version
- 2018v3.1
- 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 | 2020-05-13T06:50:06-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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) |
|---|---|---|
| Business Name Control | KNOW | BusinessNameControlTxt |
| Phone | 5139294777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street No 200 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Holly Brinkman | PersonNm |
| Person Title | VP - CFO & Treasurer | PersonTitleTxt |
| Phone | 5139294777 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alicia M Janisch | PreparerPersonNm |
| PTIN | P00741382 | PTIN |
| Phone | 5137847100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 223.230.33.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 13:01:03 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4869E5F49B9973F149F13A18DEB0F85868CD0247 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 110C2E4453CD933C54DE272FBBF8C0AD0F9CA5D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Charles Ambrose | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street No 200 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,230,775 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | By delivering innovative education approaches and advancing aligned policies, KnowledgeWorks activates and develops the capacity of communities and educators to imagine, build and sustain vibrant learning ecosystems that allow each student to thrive. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,539,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,698,619 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,838,954 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,676,845 | CYProgramServiceRevenueAmt |
| PY Investment Income | $89,701 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | $202,890 | PYOtherRevenueAmt |
| CY Other Revenue | $123,337 | CYOtherRevenueAmt |
| PY Total Revenue | $5,671,112 | PYTotalRevenueAmt |
| CY Total Revenue | $11,590,432 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $540,138 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,060,325 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,998,774 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,804,232 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $398,127 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,286,953 | PYOtherExpensesAmt |
| CY Other Expenses | $6,502,959 | CYOtherExpensesAmt |
| PY Total Expenses | $13,825,865 | PYTotalExpensesAmt |
| CY Total Expenses | $14,367,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,154,753 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,777,084 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,292,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,932,222 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,604,092 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,554,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,688,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,377,634 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Through our portfolio of school and community approaches, we provide innovative tools, training and assistance to school leaders, teachers and community stakeholders. - We change the way teaching and learning happens in our schools through early college high schools and personalized, competency-based education. We work to develop and help administrators and teachers implement innovative and more effective learning environments. - We educate legislators, policy makers, educators, business leaders and the community at large on future trends in teaching and learning, on the need for change, on potential policies to adopt and on the mechanisms needed to implement these ideas. - We invest in the Greater Cincinnati community through our support of StrivePartnership. An affiliate of KnowledgeWorks, StrivePartnership unites leaders from various sectors to support every child, every step of the way, cradle to career in the urban core of Greater Cincinnati. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,460,254 | ExpenseAmt |
| Revenue | $784,790 | RevenueAmt |
| Desc | KW in Schools:From its inception, KnowledgeWorks has focused on creating personalized learning environments that engage K-12 students and help each individual thrive in college, career and civic life. Six years ago, KnowledgeWorks entered the national conversation about personalized, competency-based learning (PCBL) behind a concentration of thoughtful policy briefs focused on state and federal policy reform, aligned advocacy, and partner engagement. This body of work, combined with over 16 years of on-the-ground experience in innovative school design, implementation, continuous improvement and collective impact, quickly established KnowledgeWorks as a thought leader and trusted resource for policymakers and other organizations launching statewide and local PCBL initiatives. These leaders are now turning to KnowledgeWorks for instructional, assessment, and community engagement supports to inspire PCBL systemic implementation within local, regional, and state cohorts. As a result, in FY2019 KnowledgeWorks continued its support of policy and practice in the PCBL ecosystem. The organization implemented its professional development and technical assistance approaches, tools, strategies, and capacity development in approximately 19 districts (also known as learning communities) across the country. In addition, KnowledgeWorks began a partnership with the North Dakota Department of Public instruction to implement and scale PCBL in the state, consistent with NDDPIs Choice Ready vision. South Carolina and Arizona have also joined NDDPI in scaling PCBL statewide. By the close of FY2019, the KW in Schools team was working on systemic design and implementation projects within Arizona, Colorado, Connecticut, Michigan, Ohio, South Carolina, Minnesota, Maine, Indiana, New York, and North Dakota. These local, regional, and state-wide cohorts supported PCBL learning of nearly 82,000 learners within 163 schools. These impactful numbers suggest strong demand for personalized learning and PCBL services in FY2019 and beyond. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,664,228 | ExpenseAmt |
| Grant | $611,600 | GrantAmt |
| Revenue | $84,039 | RevenueAmt |
| Desc | StrivePartnership: During FY2019, StrivePartnership continued to advance its work under the following systems-level strategies. Early Learning Alignment - creation of two collaborative action networks among early learning and service providers in Cincinnati and Northern Kentucky. These networks allow low-income families with children prenatal to kindergarten to be connected to high-quality health, development and social-emotional support services to accelerate improvement in learning and developmental outcomes. This strategy has impacted 19,069 children. Middle Grade Math - Working with Cincinnati Public Schools (CPS) administrators, principals, teachers and students, StrivePartnership is leveraging its experience in continuous quality improvement and its partnership with Cincinnati Childrens Hospital Medical Center to establish a comprehensive Network for School Improvement to improve 8th-grade math beginning in 10 CPS schools. K-12 / Postsecondary Data Agreements - StrivePartnership has facilitated a working group of institutional research staff from 12 regional colleges and universities to negotiate data-sharing agreements with CPS that define an extensive set of student data. Dashboards were created to help assess the effectiveness of initiatives targeted to improve college persistent rates, especially for Black students who fail to complete at a higher rate. The number of students impacted is 5,437. Ohio Achievement Goal Stopped-out Student Ground Game - StrivePartnership, in collaboration with Learn 2 Earn Dayton and Summit Education Initiative, worked to equip 6 Ohio cradle-to-career organizations to lead local strategies and state policy efforts to re-enroll residents who stopped-out of college before obtaining a degree. Talent Hub Career Pathway Initiative - StrivePartnership continued to deliver work as a designated Talent Hub supported by a 3-year grant from the Lumina Foundation that is focused on helping 1,400 local Black, Latinx and low-income single mothers pursue a post-secondary credential. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,485,966 | ExpenseAmt |
| Grant | $366,000 | GrantAmt |
| Revenue | $63,720 | RevenueAmt |
| Desc | Policy & Advocacy: In FY2019, the Policy and Advocacy Team created three resources for the field: two resources for the College in High School Alliance and the State Policy Framework for Personalized Learning, including an anchor paper, a guide for policymakers navigating the future of learning, a guide to developing shared ownership, eight one-pager FAQ documents in collaboration with the communications team and a self-assessment for state policymakers. The Policy and Advocacy Team was also recognized by partners across the field through the opportunity to speak or present at five events and by writing or being quoted in six articles or newsletters. The team hosted an event with the Michigan Competency Consortium and provided supports around personalized learning plans for Washington, D.C.s EdCore. Additionally, the Policy and Advocacy Team saw multiple instances of adoption of their work during the year. KnowledgeWorks provided support for New Hampshires application for the Innovative Assessment Pilot which was approved by the United States Department of Education. The State Policy Framework for Personalized Learning and its accompanying resources informed elements of the Utah Department of Educations new strategic plan. Similarly, North Dakota and South Carolina formally signed on as a partner in the next phases of the statewide transformation work. KnowledgeWorks also informed a number of state-level bills in Indiana, Minnesota, Montana and South Carolina. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $700,988 | $2,500 | $61,987 | Strategic Foresight:KnowledgeWorks continued to exercise national thought leadership around the future of learning through publications, partnerships, and stakeholder engagements. It published a set of three strategy guides on shaping the future of readiness in northeast, southeast, and southwest Ohio along with a toolkit, Building Support for Student-Centered Learning: A Toolkit for Shaping the Future. In addition, KnowledgeWorks published its fifth forecast on the future of learning, Navigating the Future of Learning; a set of videos previewing the drivers of change from that forecast; an executive summary of the forecast; a series of discussion guides designed to help various education audiences engage with it; and a related strategy guide, Navigating the Future of Learning: A Strategy Guide, which was informed by two workshops that KnowledgeWorks hosted. The organizations strategic foresight team continued to give presentations and to design and facilitate workshops based on these and earlier publications. Venues included the Thrival Festival along with the conferences of Grantmakers for Education, the Simon Youth Foundation, AdvancED Latin American, the National School Boards Association, and the Consortium for School Networking. KnowledgeWorks strategic foresight team also collaborated with partners to create a future simulation exploring the possibility of algorithm-driven hiring. In addition, KnowledgeWorks published a variety of articles related to the future of learning on other organizations platforms and, with its partner Capita, secured funding to complete most of the work on a forecast on the futures of young children and their families. A 2017 publication, The Future of Learning: Redefining Readiness from the Inside Out, won a 2018 Association of Professional Futurists Most Significant Futures Work award for analyzing a significant future issue. |
| $653,269 | $80,225 | $185,833 | Research, Development & Grantmaking -- The Grant making program provided approximately $1.1 million in grants and contributions to 56 organizations. |
| $1,757,031 | $1,619,813 | Student Lending Programs KnowledgeWorks served approximately 1,900 students during the fiscal year through its student lending programs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,111,288 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $82,725 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,867,633 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,721,736 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holly Brinkman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139291141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023634 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Lucie Lapovsky | ||||||||||
| Chair of the Board | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lizzette Gonzalez-Reynolds | ||||||||||
| Vice Chair of the Board | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Becky van der Bogert | ||||||||||
| Director (Start 5/17/19) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Brown | ||||||||||
| Director (End 6/11/19) | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Dackin | ||||||||||
| Director (End 11/3/18) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sean Decatur | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Fry | ||||||||||
| Director | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lillian Lowery | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steven Minter | ||||||||||
| Director | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jorge Perez | ||||||||||
| Director (Start 5/17/19) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eileen Rudden | ||||||||||
| Director | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brenda Shum | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Victor Young | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Ambrose | ||||||||||
| President & CEO (Start 9/3/18) | 39.00 | 1.00 | Yes (X) | $109,537 | $0 | $12,843 | Yes (X) | |||
| Holly Brinkman | ||||||||||
| COO & VP of Finance | 37.00 | 3.00 | $253,923 | $0 | $54,367 | Yes (X) | ||||
| Matt Williams Start 81518 | ||||||||||
| EVP & Chief Strategy Offr | 39.00 | 1.00 | $233,067 | $0 | $44,104 | Yes (X) | ||||
| Virgel Hammonds | ||||||||||
| Chief Learning Officer | 40.00 | 0.00 | $221,695 | $0 | $45,460 | Yes (X) | ||||
| Byron White | ||||||||||
| VP & Executive Director, SP | 40.00 | 0.00 | $218,336 | $0 | $38,579 | Yes (X) | ||||
| Lillian Pace | ||||||||||
| VP Policy & Advocacy | 40.00 | 0.00 | $176,104 | $0 | $19,252 | Yes (X) | ||||
| Michael DiMaggio | ||||||||||
| VP Ptrshps & Devlpmt | 40.00 | 0.00 | $243,715 | $0 | $34,332 | Yes (X) | ||||
| Cris Charbonneau | ||||||||||
| VP Marketing & Communications | 40.00 | 0.00 | $224,844 | $0 | $27,774 | Yes (X) | ||||
| Whayne Herriford | ||||||||||
| Sr Director, Talent Mgmt | 40.00 | 0.00 | $147,314 | $0 | $27,243 | Yes (X) | ||||
| Stephen Myers | ||||||||||
| Sr Director, Info Technology | 40.00 | 0.00 | $150,158 | $0 | $22,091 | Yes (X) | ||||
| John E Dean | ||||||||||
| Former Director | 0.00 | 0.00 | $71,730 | $0 | $0 | Yes (X) | ||||
| Penny Friedman | ||||||||||
| Former Director | 0.00 | 0.00 | $35,499 | $0 | $0 | Yes (X) | ||||
| Richard Riley | ||||||||||
| Former Director | 0.00 | 0.00 | $32,681 | $0 | $0 | Yes (X) | ||||
| Joseph P Tomain | ||||||||||
| Former Director | 0.00 | 0.00 | $60,108 | $0 | $0 | Yes (X) | ||||
| Judith A Peppler | ||||||||||
| Former President & CEO (End 6/30/18) | 39.00 | 1.00 | $699,255 | $0 | $25,569 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,877,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,614 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Frost Brown Todd LLC | |||||
| 301 E 4th St Suite 3300 | Cincinnati | OH | 45202 | Legal Services | $188,294 |
| Deloitte & Touche LLP | |||||
| 250 E Fifth Street Suite 1900 | Cincinnati | OH | 45202 | Audit and Tax Services | $184,000 |
| Isaacson Miller Inc | |||||
| 1300 19th St NW | Washington DC | DC | 20036 | Executive Recruiting Services | $153,551 |
| Penn Hill Group LLC | |||||
| 777 6th St NW 500 | Washington DC | DC | 20001 | Education Advocacy Consulting | $107,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,698,619 | AllOtherContributionsAmt |
| Total Contributions | $8,698,619 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Int on Student Loans | 611710 | $1,496,476 | $1,496,476 |
| Fees for Services | 611710 | $1,109,690 | $1,109,690 |
| KWI Admin Fees | 611710 | $70,679 | $70,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,676,845 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,377 | TotalRevenueColumnAmt |
| Exclusion | $83,377 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $648,597 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $640,343 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,254 | TotalRevenueColumnAmt |
| Exclusion | $8,254 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Servicing Fee Income | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $123,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $123,337 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $123,337 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,590,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,800,182 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,325 | TotalAmt |
| Program Services | $1,060,325 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,289 | TotalAmt |
| Program Services | $963,202 | ProgramServicesAmt |
| Management And General | $362,294 | ManagementAndGeneralAmt |
| Fundraising | $117,793 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,234,974 | TotalAmt |
| Program Services | $2,278,735 | ProgramServicesAmt |
| Management And General | $1,735,888 | ManagementAndGeneralAmt |
| Fundraising | $220,351 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,798 | TotalAmt |
| Program Services | $199,041 | ProgramServicesAmt |
| Management And General | $107,713 | ManagementAndGeneralAmt |
| Fundraising | $14,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,634 | TotalAmt |
| Program Services | $257,491 | ProgramServicesAmt |
| Management And General | $137,311 | ManagementAndGeneralAmt |
| Fundraising | $19,832 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,537 | TotalAmt |
| Program Services | $241,731 | ProgramServicesAmt |
| Management And General | $122,699 | ManagementAndGeneralAmt |
| Fundraising | $26,107 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,664 | TotalAmt |
| Program Services | $173,664 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,468 | TotalAmt |
| Program Services | $11,712 | ProgramServicesAmt |
| Management And General | $124,756 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,646 | TotalAmt |
| Program Services | $24,900 | ProgramServicesAmt |
| Management And General | $177,746 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,662,137 | TotalAmt |
| Program Services | $1,413,612 | ProgramServicesAmt |
| Management And General | $248,525 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,161 | TotalAmt |
| Program Services | $15,290 | ProgramServicesAmt |
| Management And General | $44,871 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,818 | TotalAmt |
| Program Services | $122,308 | ProgramServicesAmt |
| Management And General | $87,510 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,057 | TotalAmt |
| Program Services | $30,706 | ProgramServicesAmt |
| Management And General | $235,351 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,778 | TotalAmt |
| Program Services | $58,700 | ProgramServicesAmt |
| Management And General | $316,078 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,889 | TotalAmt |
| Program Services | $807,468 | ProgramServicesAmt |
| Management And General | $127,421 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,401 | TotalAmt |
| Program Services | $289,743 | ProgramServicesAmt |
| Management And General | $33,658 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,364 | TotalAmt |
| Program Services | $885,364 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,849 | TotalAmt |
| Program Services | $4,526 | ProgramServicesAmt |
| Management And General | $151,323 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,738 | TotalAmt |
| Management And General | $147,738 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Cons Rebate Fees | $306,245 | $306,245 | |
| Student Loan Amort | $303,286 | $303,286 | |
| Loan Svc & Trustee Fees | $237,236 | $237,236 | |
| Training & Development | $45,429 | $19,738 | $25,691 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,293 | TotalAmt |
| Program Services | $15,213 | ProgramServicesAmt |
| Management And General | $61,080 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,367,516 | TotalAmt |
| Program Services | $9,721,736 | ProgramServicesAmt |
| Management And General | $4,247,653 | ManagementAndGeneralAmt |
| Fundraising | $398,127 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,216,787 | BOYAmt |
| EOY | $4,378,792 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,294 | BOYAmt |
| EOY | $1,406,648 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,027 | BOYAmt |
| EOY | $4,539,605 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,723 | BOYAmt |
| EOY | $421,390 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,371 | BOYAmt |
| EOY | $215,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,831,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,537,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,402 | BOYAmt |
| EOY | $294,687 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975,914 | BOYAmt |
| EOY | $345,528 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,848,213 | BOYAmt |
| EOY | $26,022,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,266 | BOYAmt |
| EOY | $1,307,184 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,292,997 | BOYAmt |
| EOY | $38,932,222 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,170,375 | BOYAmt |
| EOY | $2,338,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,733 | BOYAmt |
| EOY | $96,679 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,821,235 | BOYAmt |
| EOY | $21,824,332 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,485,749 | BOYAmt |
| EOY | $7,295,557 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,604,092 | BOYAmt |
| EOY | $31,554,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$427,437 | BOYAmt |
| EOY | -$1,086,660 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,116,342 | BOYAmt |
| EOY | $8,464,294 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,688,905 | BOYAmt |
| EOY | $7,377,634 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,292,997 | BOYAmt |
| EOY | $38,932,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,777,084 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$34,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,500,666 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $15,752,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,190,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,450,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,062,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,480,472 | CurrentTaxYearAmt |
| Total | $76,937,037 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,264,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,684,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,787,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,838,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,676,845 | CurrentTaxYearAmt |
| Total | $22,252,658 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,016,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,875,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,238,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,901,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,157,317 | CurrentTaxYearAmt |
| Total | $99,189,695 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,031,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,312,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,224,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,640,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,148,210 | CurrentTaxYearAmt |
| Total | $48,356,645 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $494,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $876,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,193 | CurrentTaxYearMinus1YearAmt |
| Total | $1,562,943 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,525,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,189,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,368,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,687,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,148,210 | CurrentTaxYearAmt |
| Total | $49,919,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,270,107 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,377 | CurrentTaxYearAmt |
| Total | $220,935 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,377 | CurrentTaxYearAmt |
| Total | $220,935 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $219,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $224,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,337 | CurrentTaxYearAmt |
| Total | $1,033,526 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,282,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,097,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,508,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,191,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,364,031 | CurrentTaxYearAmt |
| Total | $100,444,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.49050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.57390 | PublicSupportPY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | 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 | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Securities Litigation Income NFP Servicing Fee Income | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,965 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,965 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,690,639 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,721,604 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $636,080 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $159,020 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $881,957 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $585,872 | CurrentYearMinus1Amt |
| Current Year | $636,080 | CurrentYearAmt |
| Total | $3,103,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,655,864 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $44,387 | CurrentYearMinus3Amt |
| Current Year Minus2 | $165,570 | CurrentYearMinus2Amt |
| Current Year Minus1 | $37,568 | CurrentYearMinus1Amt |
| Current Year | $30,965 | CurrentYearAmt |
| Total | $278,490 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $220,489 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $146,468 | CurrentYearMinus1Amt |
| Current Year | $159,020 | CurrentYearAmt |
| Total | $775,977 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,163,966 | 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 Not 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,328,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,121,403 | DepreciationAmt |
| Book Value | $206,935 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $791,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $743,514 | DepreciationAmt |
| Book Value | $48,452 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $711,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $672,302 | DepreciationAmt |
| Book Value | $39,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $294,687 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Student Loan Receivables, Net of Unamortized Loan Acquisition Costs | Desc |
| Book Value | $26,022,812 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $26,022,812 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Payable | $73,250 |
| Student Loan Program Residual | $7,222,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,295,557 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation has analyzed tax positions taken for filing with the IRS and all state jurisdictions where it operates. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Foundations financial position, statement of activities, or cash flows. Accordingly, the Foundation has not recorded any reserves or related accruals for interest and penalties for uncertain income tax positions at June 30, 2019 and 2018. In the event interest and penalties accrued on unrecognized tax benefits, the Foundation would recognize such amounts as a component of income tax expense. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Children's Hospital Medical Center | |||||||
| 3333 Burnet Avenue MLC 4900 | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | $394,900 | Support for Imagination Library & 8th Grade Proficiency Programs |
| National Alliance of Concurrent Enrollment Partnerships Inc | |||||||
| PO Box 578 | Chapel Hill | NC | 27514 | 161609101 | 501(c)(3) | $140,000 | Increase high-quality college in high school experiences |
| Cincinnati Public Schools | |||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | 316000758 | Government Entity | $100,000 | Support for 8th Grade Math Proficiency Program |
| Jobs for the Future | |||||||
| 88 Broad St 8th Floor | Boston | MA | 02110 | 061164568 | 501(c)(3) | $100,000 | Increase high-quality college in high school experiences |
| Bard College | |||||||
| PO Box 5000 | Annadale on Hudson | NY | 12504 | 141713034 | 501(c)(3) | $65,000 | Increase high-quality college in high school experiences |
| United Way of Greater Cincinnati | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | 310537502 | 501(c)(3) | $43,000 | Support for Cincinnati Talent Hub & 2019 annual sponsorship |
| Middle School National Consortium | |||||||
| 100 Bank St Suite 3D | New York | NY | 10014 | 043608107 | 501(c)(3) | $35,000 | Increase high-quality college in high school experiences |
| Education Service Center of Northest Ohio | |||||||
| 6393 Oak Tree Boulevard Suite 300 | Independence | OH | 44131 | 346000814 | Government Entity | $25,000 | Improve graduation rates and 3rd grade reading in Ohio |
| Winton Woods City School District | |||||||
| 825 Waycross Road Suite A | Cincinnati | OH | 45240 | 316000809 | Government Entity | $20,000 | Support for 8th Grade Math Proficiency Program |
| GlobalMindED | |||||||
| 1530 High Street | Denver | CO | 80218 | 465644464 | 501(c)(3) | $15,000 | Sponsor 2019 National Convening |
| College Now Greater Cleveland Inc | |||||||
| 50 Public Square St 1800 | Cleveland | OH | 44113 | 346580096 | 501(c)(3) | $11,000 | Support postsecondary education attainment in Ohio |
| Eastern Ohio P-16 Partnership for Education | |||||||
| 4314 Mahoning Ave NW | Warren | OH | 44483 | 352382445 | 501(c)(3) | $11,000 | Support postsecondary education attainment in Ohio |
| Learn to Earn Dayton | |||||||
| 4801 Springfield St | Dayton | OH | 45431 | 810823777 | 501(c)(3) | $11,000 | Support postsecondary education attainment in Ohio |
| Muskingum Valley ESC | |||||||
| 205 N Seventh St | Zanesville | OH | 43701 | 311525731 | Government Entity | $11,000 | Support postsecondary education attainment in Ohio |
| Stark Education Partnership | |||||||
| 400 Market Ave N Suite B-Plaza | Canton | OH | 44702 | 341625250 | 501(c)(3) | $11,000 | Support postsecondary education attainment in Ohio |
| Summit Education Initiative | |||||||
| 120 E Mill St Suite 300 | Akron | OH | 44308 | 341843220 | 501(c)(3) | $11,000 | Support postsecondary education attainment in Ohio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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 or denied, grant purpose, grant budget, electronic copy of executed grant agreement and required financial reports and due dates. The grants manager provides periodic reporting to Program Directors and follows up with grantees when required financial reporting is due. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Holly Brinkman | ||||||||||||||
| COO & VP of Finance | $201,045 | $0 | $49,767 | $0 | $3,111 | $0 | $22,000 | $0 | $32,367 | $0 | $308,290 | $0 | $0 | $0 |
| Matt Williams Start 81518 | ||||||||||||||
| EVP & Chief Strategy Offr | $194,131 | $0 | $35,800 | $0 | $3,136 | $0 | $19,047 | $0 | $25,057 | $0 | $277,171 | $0 | $0 | $0 |
| Virgel Hammonds | ||||||||||||||
| Chief Learning Officer | $179,281 | $0 | $39,258 | $0 | $3,156 | $0 | $18,303 | $0 | $27,157 | $0 | $267,155 | $0 | $0 | $0 |
| Byron White | ||||||||||||||
| VP & Executive Director, SP | $168,952 | $0 | $45,218 | $0 | $4,166 | $0 | $17,634 | $0 | $20,945 | $0 | $256,915 | $0 | $0 | $0 |
| Lillian Pace | ||||||||||||||
| VP Policy & Advocacy | $151,485 | $0 | $21,615 | $0 | $3,004 | $0 | $14,252 | $0 | $5,000 | $0 | $195,356 | $0 | $0 | $0 |
| Michael DiMaggio | ||||||||||||||
| VP Ptrshps & Devlpmt | $199,074 | $0 | $40,950 | $0 | $3,691 | $0 | $19,092 | $0 | $15,240 | $0 | $278,047 | $0 | $0 | $0 |
| Cris Charbonneau | ||||||||||||||
| VP Marketing & Communications | $183,044 | $0 | $38,449 | $0 | $3,351 | $0 | $17,657 | $0 | $10,117 | $0 | $252,618 | $0 | $0 | $0 |
| Whayne Herriford | ||||||||||||||
| Sr Director, Talent Mgmt | $124,847 | $0 | $18,068 | $0 | $4,399 | $0 | $11,937 | $0 | $15,306 | $0 | $174,557 | $0 | $0 | $0 |
| Stephen Myers | ||||||||||||||
| Sr Director, Info Technology | $129,190 | $0 | $18,200 | $0 | $2,768 | $0 | $12,000 | $0 | $10,091 | $0 | $172,249 | $0 | $0 | $0 |
| Judith A Peppler | ||||||||||||||
| Former President & CEO (End 6/30/18) | $169,894 | $0 | $75,891 | $0 | $453,470 | $0 | $13,750 | $0 | $11,819 | $0 | $724,824 | $0 | $447,209 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Foundation maintains membership in a local social club in the name of the President & CEO. This membership is a business membership for the benefit of the Foundation. As such, the monthly dues are paid by the Foundation. Any personal use is paid by the President & CEO. |
| Part I, Line 4b: | KnowledgeWorks established a Section 457(f) Deferred Compensation Plan for the President & CEO. Annual employer contributions are made to the Plan based on eligibility requirements of the Plan documents and are subject to a defined vesting schedule. This plan was terminated, effective 7/1/19. Judith Peppler received a payout of $447,209. |
| Part I, Line 7: | KnowledgeWorks offers an individual incentive based bonus program, where the annual payout is determined by achievement of established objectives. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | 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. |
| Form 990, Part VI, Section A, line 4 | During the tax year, KnowledgeWorks amended its regulations to break out the Operations Committee into the Finance and Investment Committee and the Human Resources and Compensation Committee. |
| Form 990, Part VI, Section B, line 11b | 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 | 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 15 | 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. |
| Form 990, Part VI, Section C, line 19 | 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 IX, line 11g | Business Consultants: Program service expenses 0. Management and general expenses 119,079. Fundraising expenses 0. Total expenses 119,079. Marketing & Communications: Program service expenses 20,570. Management and general expenses 109,715. Fundraising expenses 0. Total expenses 130,285. Payroll & Benefits: Program service expenses 0. Management and general expenses 17,681. Fundraising expenses 0. Total expenses 17,681. Technology: Program service expenses 38,720. Management and general expenses 2,000. Fundraising expenses 0. Total expenses 40,720. Advocacy: Program service expenses 314,608. Management and general expenses 0. Fundraising expenses 0. Total expenses 314,608. Data & Evaluation: Program service expenses 425,402. Management and general expenses 0. Fundraising expenses 0. Total expenses 425,402. Teaching & Learning Consultants: Program service expenses 490,377. Management and general expenses 0. Fundraising expenses 0. Total expenses 490,377. StrivePartnership School Coaches: Program service expenses 32,123. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,123. Strategic Foresight Consulting: Program service expenses 85,714. Management and general expenses 0. Fundraising expenses 0. Total expenses 85,714. Other: Program service expenses 6,098. Management and general expenses 50. Fundraising expenses 0. Total expenses 6,148. |
| Form 990, Part XI, line 9: | Unrealized loss on liability for student loan residual -829,141. Amortization of discount on student loans 547,954. Transfer from Tax-Exempt Subsidiary - KWI 7,781,853. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| StrivePartnership LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 812523349 | Improve education for every child through data-driven, collective impact | OH | $2,577,702 | $3,640,492 | KnowledgeWorks Foundation |
| KWSL LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 510560916 | Directs student lending operations | OH | $0 | $0 | KnowledgeWorks Foundation |
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 | One West Fourth Street Suite 201 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311776354 | EIN |
| Primary Activities | Supporting Organization | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Schedule A, Line 12a | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KnowledgeWorks Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KWI | ||
| S | $7,781,853 | Actual Amount of Cash Transfer |
| KWI | ||
| Q | $55,079 | Actual Costs of KWI Expenses |