KNOWLEDGEWORKS FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGEWORKS FOUNDATION (EIN 31-1321973)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349300404
- Schema version
- 2015v3.0
- 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 | 2017-05-15T01:20:28-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | William L McNeese | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 5139294777 | PhoneNum |
| Signature | 2017-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Lyons | PreparerPersonNm |
| PTIN | P01487105 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Judith A Peppler | 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 | $8,847,580 | 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 | Develop the capabilities of educators to implement and sustain competency-based and early college schools, partner with federal, state and district leaders to remove policy barriers that inhibit the growth of personalized learning and provide national thought leadership around the future of learning. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,783,443 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,941,377 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,264,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,684,727 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,804 | CYInvestmentIncomeAmt |
| PY Other Revenue | $263,463 | PYOtherRevenueAmt |
| CY Other Revenue | $219,672 | CYOtherRevenueAmt |
| PY Total Revenue | $14,313,374 | PYTotalRevenueAmt |
| CY Total Revenue | $8,847,580 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,481,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,911,693 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,432,306 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,106,971 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $206,029 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,930,083 | PYOtherExpensesAmt |
| CY Other Expenses | $9,212,361 | CYOtherExpensesAmt |
| PY Total Expenses | $23,843,958 | PYTotalExpensesAmt |
| CY Total Expenses | $20,231,025 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,530,584 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,383,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,216,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,839,226 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,648,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,074,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,567,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,764,860 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,032,243 | ExpenseAmt |
| Revenue | $2,142,725 | RevenueAmt |
| Desc | KW in Schools From its inception, KnowledgeWorks has focused on creating personalized learning environments that engage students and help each individual thrive in college, career and civic life. Three years ago KnowledgeWorks entered the national conversation about personalized learning and competency based education (CBE) behind a concentration of thoughtful policy briefs focused on federal policy reform, aligned advocacy, and partner engagement. This body of work, combined with 15 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 personalized learning and CBE initiatives. These leaders are now turning to KnowledgeWorks for support bringing to life the competency-based learning communities that their policies have enabled. As a result, in fiscal year 2016 KnowledgeWorks moved from policy to practice in the personalized learning and CBE space. The Organization recruited national personalized learning and CBE leader Virgel Hammonds as its first 'Chief Learning Officer', developed a technical assistance approach and secured three pilot sites to launch its prototype systems of support for personalized learning and CBE. Third-party evaluator, RMC, was engaged to provide baseline and formative data from the three pilot sites: RSU2 in Augusta, Maine; Mesa County Valley School District in Grand Junction, Colorado; and Marysville Exempted Village School District in Marysville, Ohio. Lessons learned through the analysis of interventions and outcomes in these sites will guide the design and implementation of KnowledgeWorks' new portfolio of personalized learning and CBE products and services. By the close of fiscal year 2016, the personalized learning and CBE team had developed a robust pipeline in Colorado, Michigan, Ohio, South Carolina and Texas, suggesting strong demand for personalized learning and CBE services in fiscal year 2017 and beyond. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,777,249 | ExpenseAmt |
| Grant | $1,010,500 | GrantAmt |
| Revenue | $949,424 | RevenueAmt |
| Desc | StriveTogether, LLCStriveTogether convenes a national Network of 68 cradle to career collective impact partnerships spanning 32 states and the District of Columbia. In total, these partnerships and the more than 10,200 organizations involved in them serve approximately 8.2 million children. The StriveTogether Theory of Action, which is a set of quality benchmarks for building cradle to career collective impact partnerships, continues to be used to help guide partnerships and assess their progress toward achieving sustained systems change and improvement in student outcomes.StriveTogether provides strategic assistance to communities to help to achieve benchmarks within the Theory of Action and accelerate efforts to improve outcomes and eliminate educational disparities. StriveTogether also provides support to its network of communities through webinars, convenings, facilitation of an online learning hub called the Partner Portal, which includes, resource and interactive toolkits. From July 2015 to June 2016 StriveTogether hosted eight webinars and organized eight convenings for Network members on topics including data privacy, policy and advocacy, equity, and systems change. StriveTogether convened three Role-Alike communities of practice for Partnership Directors, Data Managers, and Communications and Community Engagement Managers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,167,508 | ExpenseAmt |
| Grant | $606,334 | GrantAmt |
| Revenue | $35,000 | RevenueAmt |
| Desc | StrivePartnershipIn FY16, StrivePartnership completed a plan to secure public funding to expand access to quality preschool and worked with Cincinnati Public Schools to put the plan before voters in November 2016; completed the first year of investment through Every Child Capital venture philanthropy fund providing nearly 8,000 children with books in the home; completed a feasibility study with Social Finance around Pay for Success contracting to expand access to home visiting; completed cohort 1 and launched cohort 2 of ImpactU - a continuous improvement training program for social sector and education leaders that was developed in partnership with Cincinnati Children's Hospital; built full-time data analytics staff capacity; supported our school district partners in Covington and Cincinnati in developing a college and career readiness tracker and strategic plan and launching an innovative student peer leadership program. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,455,629 | $235,280 | $34,250 | Policy & Strategic Foresight In fiscal year 2016, KnowledgeWorks worked closely with policymakers, national organizations, and other education stakeholders to drive demand for personalized learning, especially with regard to the passing of the Every Student Succeeds Act (ESSA). Throughout the year, KnowledgeWorks worked deeply with several state departments of education and additional state-level constituents; including our home state of Ohio, Connecticut, South Carolina, Kentucky, North Dakota, Texas, and Wisconsin; on aligning strategies to provide districts with the flexibility to scale personalized learning. In addition, KnowledgeWorks' published The Shifting Paradigm of Teaching: Personalized Learning According to Teachers, an-depth look at how teachers lead implementation of personalized learning in their classrooms. At the federal level, KnowledgeWorks successfully advocated for inclusion of more than a dozen policy recommendations in the newly enacted ESSA. These recommendations included a new Innovative Assessment and Accountability Demonstration Authority as well as provisions that enable states to build or expand networks of early college high schools. Once ESSA was signed into law, KnowledgeWorks worked closely with the U.S. Department of Education to ensure the regulatory process did not create additional barriers to personalized learning. KnowledgeWorks also released several pieces of guidance to help states leverage the opportunities in the law to design education systems that align accountability, school improvement, assessment, educator workforce, and extended learning opportunity policies to create a cohesive system that prepares all students for success from cradle to career. KnowledgeWorks continued to exercise national thought leadership around the future of learning through publications, partnerships, and stakeholder engagements. Key publications and presentations included KnowledgeWorks' fourth comprehensive forecast on the future of learning, The Future of Learning: Education in the Era of Partners in Code; keynote presentations for Grantmakers for Education, Education Commission of the States, the Minnesota Association of School Administrators, the Orange County STEM Institute, ReSchool Colorado, and Fundaci n Televisa; "Exploring the Future Education Workforce: New Roles for an Expanding Learning Ecosystem and the companion simulation website, VibrantEd (vibraned.org); "The Future of Learning in the Pittsburgh Region and related workshops; "Ubique Academy: A School That's Everywhere, for Everyone," for which KnowledgeWorks placed in the top four in The Mind Trust's inaugural charter school design challenge; and "Learning on the Block: Could Smart Transactional Models Help Power Personalized Learning?" In addition, external publications included "Brave New World: What Will Education Look Like in 2025?" in The American School Board Journal and two articles on new possibilities for learning in 2025 for SEEN Magazine. |
| $379,318 | $59,579 | Grant-makingThe Grant making program provided approximately $1.9 million in grants and contributions to 87 organizations. | |
| $1,827,199 | $1,741,376 | Student Lending Programs KnowledgeWorks served approximately 2,500 students during the fiscal year through its student lending programs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,662,146 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $294,859 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,775,626 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,639,146 | 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 | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 A 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 Suite 200 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| John E Dean Esq | ||||||||||
| Chair of the Board | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah Delisle | ||||||||||
| Vice Chair of the Board (Start 8/15) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph P Tomain Esq | ||||||||||
| Treasurer of the Board (End 5/16) | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Dackin | ||||||||||
| Director (Start 2/15) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Fry | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Jackson | ||||||||||
| Director (End 6/16) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hon Nathaniel R Jones | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lucie Lapovsky | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steven Minter | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lizzette Reynolds | ||||||||||
| Director (Start 8/15) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard W Riley Esq Sch O | ||||||||||
| Director (End 8/15) | 2.00 | 0.00 | Yes (X) | $25,268 | $0 | $0 | ||||
| Eileen Rudden | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy Tuff | ||||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Judith A Peppler | ||||||||||
| President & CEO | 38.00 | 2.00 | Yes (X) | $475,181 | $0 | $150,052 | Yes (X) | |||
| Catherine Allshouse | ||||||||||
| Chief Information Officer/Secretary | 40.00 | 0.00 | $221,496 | $0 | $62,252 | Yes (X) | ||||
| Holly Brinkman | ||||||||||
| VP & CFO | 33.00 | 7.00 | $212,914 | $0 | $62,016 | Yes (X) | ||||
| Meredith Meyer | ||||||||||
| Chief of Staff/VP Talent Mgmt | 40.00 | 0.00 | $193,654 | $0 | $61,674 | Yes (X) | ||||
| Douglas Thomson Sch O | ||||||||||
| Secretary (End 8/15) | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Jeff Edmondson | ||||||||||
| Managing Dir, StriveTogether | 40.00 | 0.00 | $211,025 | $0 | $58,511 | Yes (X) | ||||
| Pranav Kothari | ||||||||||
| VP, Strategy & Innovation | 40.00 | 0.00 | $217,955 | $0 | $42,191 | Yes (X) | ||||
| Matt Williams | ||||||||||
| VP, Policy & Advocacy | 40.00 | 0.00 | $176,794 | $0 | $54,432 | Yes (X) | ||||
| Harold Brown | ||||||||||
| Sr Offr, Adv of Underserved Lr | 40.00 | 0.00 | $221,265 | $0 | $60,930 | Yes (X) | ||||
| Cris Charbonneau | ||||||||||
| VP, Marketing & Communications | 40.00 | 0.00 | $201,703 | $0 | $40,160 | Yes (X) | ||||
| Deborah Howard | ||||||||||
| Chief Operating Officer, EDWorks | 40.00 | 0.00 | $139,741 | $0 | $30,303 | Yes (X) | ||||
| Greg Landsman | ||||||||||
| Exec Dir, StrivePartnership | 40.00 | 0.00 | $144,090 | $0 | $30,933 | Yes (X) | ||||
| Lillian Pace | ||||||||||
| Sr. Dir. National Policy | 40.00 | 0.00 | $140,782 | $0 | $24,076 | Yes (X) | ||||
| Penny Friedman Sch O | ||||||||||
| Former Director | 0.00 | 1.00 | $28,285 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,610,153 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $677,530 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Frost Brown Todd LLC | |||||
| 301 E 4th Street 3300 | Cincinnati | OH | 45202 | Legal Services | $188,346 |
| Deloitte & Touche LLP | |||||
| 250 E Fifth St Suite 1900 | Cincinnati | OH | 45202 | Audit & Accounting Services | $159,816 |
| The Riley Institute at Furman University | |||||
| 3300 Poinsett Highway | Greenville | SC | 29613 | Educational Services | $159,691 |
| NEPC LLC | |||||
| 255 State Street | Boston | MA | 02109 | Investment Advisor Services | $150,000 |
| Equal Measure | |||||
| 1528 Walnut St Suite 805 | Philadelphia | PA | 19102 | Consulting Services for StriveTogether | $120,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $530,766 | GovernmentGrantsAmt |
| All Other Contributions | $3,410,611 | AllOtherContributionsAmt |
| Total Contributions | $3,941,377 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fees for Services | 611710 | $3,098,102 | $3,098,102 |
| Int on Student Loans | 611710 | $1,523,328 | $1,523,328 |
| KWI Admin Fees | 611710 | $63,297 | $63,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,684,727 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,804 | TotalRevenueColumnAmt |
| Exclusion | $1,804 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Servicing Fee Income | 611710 | $218,048 | $218,048 | |
| Securities Litigation | 611710 | $1,624 | $1,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $219,672 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,847,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,902,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,428 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,693 | TotalAmt |
| Program Services | $1,911,693 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,342,093 | TotalAmt |
| Program Services | $1,512,589 | ProgramServicesAmt |
| Management And General | $693,688 | ManagementAndGeneralAmt |
| Fundraising | $135,816 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,217,344 | TotalAmt |
| Program Services | $3,087,617 | ProgramServicesAmt |
| Management And General | $2,075,833 | ManagementAndGeneralAmt |
| Fundraising | $53,894 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,482 | TotalAmt |
| Program Services | $309,679 | ProgramServicesAmt |
| Management And General | $203,573 | ManagementAndGeneralAmt |
| Fundraising | $5,230 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,071 | TotalAmt |
| Program Services | $325,594 | ProgramServicesAmt |
| Management And General | $232,138 | ManagementAndGeneralAmt |
| Fundraising | $6,339 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,981 | TotalAmt |
| Program Services | $289,421 | ProgramServicesAmt |
| Management And General | $170,810 | ManagementAndGeneralAmt |
| Fundraising | $4,750 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,811,776 | TotalAmt |
| Program Services | $2,645,641 | ProgramServicesAmt |
| Management And General | $166,135 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,288 | TotalAmt |
| Program Services | $39,123 | ProgramServicesAmt |
| Management And General | $212,165 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,569 | TotalAmt |
| Program Services | $24,133 | ProgramServicesAmt |
| Management And General | $178,436 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,553 | TotalAmt |
| Program Services | $77,106 | ProgramServicesAmt |
| Management And General | $56,447 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,785 | TotalAmt |
| Program Services | $189,264 | ProgramServicesAmt |
| Management And General | $100,521 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,336 | TotalAmt |
| Program Services | $60,699 | ProgramServicesAmt |
| Management And General | $313,637 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,745 | TotalAmt |
| Program Services | $104,330 | ProgramServicesAmt |
| Management And General | $297,415 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595,300 | TotalAmt |
| Program Services | $1,456,456 | ProgramServicesAmt |
| Management And General | $138,844 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,661 | TotalAmt |
| Program Services | $595,846 | ProgramServicesAmt |
| Management And General | $53,815 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,458 | TotalAmt |
| Program Services | $592,458 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,220 | TotalAmt |
| Program Services | $16,224 | ProgramServicesAmt |
| Management And General | $203,996 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,271 | TotalAmt |
| Management And General | $159,271 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Cons Rebate Fees | $457,325 | $457,325 | |
| Student Loan Amort | $397,342 | $397,342 | |
| Loan Svc/Trustee Fees | $303,174 | $303,174 | |
| Training & Development | $166,474 | $121,829 | $44,645 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,084 | TotalAmt |
| Program Services | $109,603 | ProgramServicesAmt |
| Management And General | $84,481 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,231,025 | TotalAmt |
| Program Services | $14,639,146 | ProgramServicesAmt |
| Management And General | $5,385,850 | ManagementAndGeneralAmt |
| Fundraising | $206,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,524,229 | BOYAmt |
| EOY | $4,881,585 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,631,804 | BOYAmt |
| EOY | $1,329,421 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,005,662 | BOYAmt |
| EOY | $1,048,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,336 | BOYAmt |
| EOY | $586,529 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,853 | BOYAmt |
| EOY | $359,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,308,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,545,127 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,261 | BOYAmt |
| EOY | $763,202 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $812,031 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,441,858 | BOYAmt |
| EOY | $40,322,292 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,706,235 | BOYAmt |
| EOY | $1,736,694 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,216,238 | BOYAmt |
| EOY | $51,839,226 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,212,574 | BOYAmt |
| EOY | $4,217,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,449 | BOYAmt |
| EOY | $178,142 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,508,356 | BOYAmt |
| EOY | $37,605,912 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,554,179 | BOYAmt |
| EOY | $5,072,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,648,558 | BOYAmt |
| EOY | $47,074,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,410 | BOYAmt |
| EOY | $326,928 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,641,270 | BOYAmt |
| EOY | $4,437,932 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,567,680 | BOYAmt |
| EOY | $4,764,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,216,238 | BOYAmt |
| EOY | $51,839,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$11,383,445 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $8,580,625 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $15,723,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,176,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,616,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,752,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,190,986 | CurrentTaxYearAmt |
| Total | $64,458,690 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,806,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,928,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,375,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,264,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,684,727 | CurrentTaxYearAmt |
| Total | $67,059,104 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,529,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,104,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,991,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,016,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,875,713 | CurrentTaxYearAmt |
| Total | $131,517,794 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,874,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,806,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,259,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,031,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,312,906 | CurrentTaxYearAmt |
| Total | $42,285,391 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $678,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $494,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,295,022 | CurrentTaxYearAmt |
| Total | $3,542,864 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,233,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,522,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,938,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,525,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,607,928 | CurrentTaxYearAmt |
| Total | $45,828,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $85,689,539 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,804 | CurrentTaxYearAmt |
| Total | $109,282 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,804 | CurrentTaxYearAmt |
| Total | $109,282 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,114,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,672 | CurrentTaxYearAmt |
| Total | $2,566,603 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,714,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,827,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,272,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,282,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,097,189 | CurrentTaxYearAmt |
| Total | $134,193,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.63860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63890 | PublicSupportPY509Pct |
| Investment Income CY | 0.00080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00120 | 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 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 | $44,387 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,387 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,594,759 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,639,146 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $881,957 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $220,489 | 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 | $881,957 | CurrentYearAmt |
| Total | $881,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,322,936 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,387 | CurrentYearAmt |
| Total | $44,387 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $220,489 | CurrentYearAmt |
| Total | $220,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $330,734 | 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 | $873,792 | DepreciationAmt |
| Book Value | $454,546 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,355,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,209,116 | DepreciationAmt |
| Book Value | $146,831 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,624,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,462,219 | DepreciationAmt |
| Book Value | $161,825 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $763,202 | 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 | $40,322,292 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $40,322,292 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Payable | $63,189 |
| Student Loan Program Residual | $5,009,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,072,708 | 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 Foundation's 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, 2016 and 2015. 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 (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Council of Chief State School Officers | |||||||
| One Massachusetts Ave NW | Washington DC | DC | 20001 | 530198090 | 501(c)(3) | $34,000 | Business Partner Support |
| Clarendon School District One | |||||||
| 12 S Church St PO Box 38 | Summerton | SC | 29148 | 570481945 | Gov't Entity | $34,668 | Teacher Professional Development, Training and Technology Support |
| Colleton County School District | |||||||
| 213 N Jefferies Blvd | Walterboro | SC | 29488 | 576000338 | Gov't Entity | $123,444 | Teacher Professional Development, Training and Technology Support |
| Education Commission of the States | |||||||
| 700 Broadway Suite 810 | Denver | CO | 802033460 | 310722194 | 501(c)(3) | $10,000 | 2016 National Forum on Education Policy |
| New Technology Network | |||||||
| 1250 Main St Suite 100 | Napa | CA | 94559 | 201887944 | 501(c)(3) | $31,167 | Support for South Carolina NTN I3 Schools |
| All Hands Raised | |||||||
| 2069 Hoyt St | Portland | OR | 97232 | 931149789 | 501(c)(3) | $127,500 | Cradle to Career Network and Evaluation Support |
| Cincinnati Public Schools | |||||||
| 2651 Burnet Avenue | Cincinnati | OH | 45219 | 316000758 | Gov't Entity | $29,500 | Spreading Improvement Science Methodologies across Cincinnati Public Schools |
| Cincinnati USA Regional Chamber Foundation | |||||||
| 3 East Fourth St Suite 200 | Cincinnati | OH | 45202 | 237089617 | 501(c)(3) | $15,000 | CPS Efficiency Study and Jobs Outlook Report |
| Commit2Dallas | |||||||
| 2501 Oak Lawn Ave Suite 800 | Dallas | TX | 75219 | 800790222 | 501(c)(3) | $253,500 | Cradle to Career Network and Evaluation Support |
| Foundation for Tacoma Students | |||||||
| 302 S 9th St Suite 200 | Tacoma | WA | 98402 | 273029219 | 501(c)(3) | $305,000 | Cradle to Career Network Support |
| People First Partnership | |||||||
| 600 Jefferson Ave Suite 310 | Memphis | TN | 38105 | 452464843 | 501(c)(3) | $165,000 | Cradle to Career Network Support |
| Spartanburg Academic Movement | |||||||
| 101 W Saint John St | Spartanburg | SC | 29306 | 452104341 | 501(c)(3) | $5,500 | Cradle to Career Network and Evaluation Support |
| The Ohio Organizing Collaborative | |||||||
| 25 E Boardman St Suite 428 | Youngstown | OH | 44503 | 261601472 | 501(c)(3) | $26,500 | Preschool Promise Support |
| University of Cincinnati Foundation | |||||||
| PO Box 19970 | Cincinnati | OH | 452190970 | 310896555 | 501(c)(3) | $101,454 | Support Cincinnati STEM Programs |
| United Way of Racine | |||||||
| 2000 Domanik Dr | Racine | WI | 53404 | 390806349 | 501(c)(3) | $85,000 | Cradle to Career Network Support |
| United Way of Greater Cincinnati | |||||||
| 2400 Reading Rd | Cincinnati | OH | 45202 | 310537502 | 501(c)(3) | $126,000 | Feasibility Study of a Pay for Success Model |
| Human Impact Partners | |||||||
| 304 12ST St Suite 2B | Oakland | CA | 946074218 | 270193587 | 501(c)(3) | $30,000 | Preschool Health Impact Study |
| Children's Hospital Medical Center | |||||||
| 3333 Burnet Ave MLC 4900 | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | $267,106 | Read and Reach Out - Early Literacy Ad School Readiness Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | 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 Foundation ("KWF") uses the MicroEdge Gifts software system to maintain grantmaking records. Data tracked by KWF 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) |
|---|---|---|
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Judith A Peppler | ||||||||||||||
| President & CEO | $395,181 | $0 | $80,000 | $0 | $0 | $0 | $122,800 | $0 | $27,252 | $0 | $625,233 | $0 | $0 | $0 |
| Catherine Allshouse | ||||||||||||||
| Chief Information Officer/Secretary | $192,276 | $0 | $29,220 | $0 | $0 | $0 | $35,650 | $0 | $26,602 | $0 | $283,748 | $0 | $0 | $0 |
| Holly Brinkman | ||||||||||||||
| VP & CFO | $185,770 | $0 | $27,144 | $0 | $0 | $0 | $34,264 | $0 | $27,752 | $0 | $274,930 | $0 | $0 | $0 |
| Meredith Meyer | ||||||||||||||
| Chief of Staff/VP Talent Mgmt | $167,494 | $0 | $26,160 | $0 | $0 | $0 | $31,210 | $0 | $30,464 | $0 | $255,328 | $0 | $0 | $0 |
| Jeff Edmondson | ||||||||||||||
| Managing Dir, StriveTogether | $183,350 | $0 | $27,675 | $0 | $0 | $0 | $33,409 | $0 | $25,102 | $0 | $269,536 | $0 | $0 | $0 |
| Pranav Kothari | ||||||||||||||
| VP, Strategy & Innovation | $190,280 | $0 | $27,675 | $0 | $0 | $0 | $33,682 | $0 | $8,509 | $0 | $260,146 | $0 | $0 | $0 |
| Matt Williams | ||||||||||||||
| VP, Policy & Advocacy | $153,619 | $0 | $23,175 | $0 | $0 | $0 | $27,180 | $0 | $27,252 | $0 | $231,226 | $0 | $0 | $0 |
| Harold Brown | ||||||||||||||
| Sr Offr, Adv of Underserved Lr | $192,270 | $0 | $28,995 | $0 | $0 | $0 | $35,328 | $0 | $25,602 | $0 | $282,195 | $0 | $0 | $0 |
| Cris Charbonneau | ||||||||||||||
| VP, Marketing & Communications | $175,828 | $0 | $25,875 | $0 | $0 | $0 | $30,801 | $0 | $9,359 | $0 | $241,863 | $0 | $0 | $0 |
| Deborah Howard | ||||||||||||||
| Chief Operating Officer, EDWorks | $127,424 | $0 | $12,317 | $0 | $0 | $0 | $19,177 | $0 | $11,126 | $0 | $170,044 | $0 | $0 | $0 |
| Greg Landsman | ||||||||||||||
| Exec Dir, StrivePartnership | $125,625 | $0 | $18,465 | $0 | $0 | $0 | $20,045 | $0 | $10,888 | $0 | $175,023 | $0 | $0 | $0 |
| Lillian Pace | ||||||||||||||
| Sr. Dir. National Policy | $127,451 | $0 | $13,331 | $0 | $0 | $0 | $19,864 | $0 | $4,212 | $0 | $164,858 | $0 | $0 | $0 |
| Penny Friedman Sch O | ||||||||||||||
| Former Director | $0 | $0 | $0 | $0 | $28,285 | $0 | $0 | $0 | $0 | $0 | $28,285 | $0 | $28,285 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 the eligibility requirements of the Plan documents and are subject to a defined vesting schedule. |
| Part I, Line 7 | KnowledgeWorks Foundation 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 Foudation contracted with Nelnet to administer its student lending programs. |
| Form 990, Part VI, Section B, line 11 | After completion by the preparer, the draft Form 990 is reviewed by the Accounting Director and the Chief Financial officer. 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. Members of the Board of Directors have in the past received reasonable compensation for their services as members of the Board of Directors. However, compensation to Board of Directors ceased as of July 2014. |
| 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 Conflicts of Interest policy are available upon request. |
| Form 990, Part VII, Section A: | Explanation of Compensation Arrangement: Douglas Thomson is not directly compensated for his services as Secretary to KnowledgeWorks Foundation. Douglas Thomson is a member (but owns or controls less than 1%) at Frost Brown Todd, LLC, a law firm with over 400 lawyers. KnowledgeWorks Foundation does compensate Frost Brown Todd, LLC for legal services, including Douglas Thomson's services as Secretary to KnowledgeWorks Foundation. The amount paid to Douglas Thomson for his services as Secretary of KnowledgeWorks Foundation cannot be determined. |
| Form 990, Part VII, Section A: | Explanation of Compensation Arrangement: Reportable compensation shown for Richard W. Riley, Esq. and Penny Friedman reflect the withdrawal of Board fees that were paid, prior to July, 2014, into a deferred compensation plan. |
| Form 990, Part XI, line 9: | Transfer from Exempt Subsidiary - KWI 9,249,610. Unrealized Loss on Liability for Student Loan Residual -1,510,943. Amortization of Discount on Student Loans 841,958. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| StriveTogether LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 272300365 | Implement Best Practices for Student Success | OH | $2,261,424 | $3,248,960 | KnowledgeWorks Foundation |
| StrivePartnership LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 812523349 | Implement Best Practices for Student Success | OH | $1,769,711 | $1,982,868 | KnowledgeWorks Foundation |
| EDWorks LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 272300265 | Effective Long-Term High School Improvement Solutions | OH | $2,079,428 | $660,999 | KnowledgeWorks Foundation |
| KWSL LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 510560916 | Directs Operations of KFO | OH | $214,960 | $23,000 | KnowledgeWorks Foundation |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KWI | ||||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 311776354 | Supporting Organization | OH | Section 501(c)(3) | Schedule A, Line 11a | KnowledgeWorks Foundation | Yes (1) |
| KnowledgeFunding Ohio | ||||||||||
| One West Fourth Street Suite 250 | Cincinnati | OH | 45202 | 201888000 | Grants to Ohio Non-Profit Organizations | OH | Section 501(c)(3) | Schedule A, Line 9 | KnowledgeWorks Foundation | Yes (1) |
| 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 | ||
| Q | $150,000 | Investment Advisor Fees |
| KWI | ||
| S | $9,249,610 | Actual Amount of Cash Transfers |