KNOWLEDGEWORKS FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGEWORKS FOUNDATION (EIN 31-1321973)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-04
- IRS object ID
- 201231259349301413
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-04T14:56:44-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311321973 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KnowledgeWorks Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOW | NameControl |
| Phone | 5139294777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street No 200 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452023634 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM L MCNEESE | Name |
| Title | Senior Vice President & CFO | Title |
| Phone | 5139294777 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rebecca Lyons | Name |
| Phone | 5137847100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Brian A Ross | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street No 200 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452023634 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21897019 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.kwfdn.org/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Develop and implement innovative and effective approaches to high school education in the US. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 90 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3733124 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4896566 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10388061 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16784618 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8315 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2569 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 210939 | OtherRevenuePriorYear |
| Other Revenue Current Year | 213266 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14340439 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21897019 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1729459 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1668092 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8021616 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10629940 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27237 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20289240 | OtherExpensePriorYear |
| Other Expenses Current Year | 19753781 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30040315 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32051813 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -15699876 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10154794 | RevenuesLessExpensesCY |
| Total Assets BOY | 122379692 | TotalAssetsBOY |
| Total Assets EOY | 190763496 | TotalAssetsEOY |
| Total Liabilities BOY | 118399778 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 181739515 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3979914 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9023981 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | KnowledgeWorks Foundation strives to be the leader in developing and implementing innovative and effective approaches to high school education in the United States. Our work primarily focuses on redesigning high schools, developing STEM and Early College High schools, implementing project-based learning and supporting student-centered approaches to delivering real learning and results in our schools. We partner with schools, districts, and states to assess their situations and then offer solutions that range from restructuring large, struggling comprehensive high schools in the urban core to developing and designing innovative new high schools in urban, suburban, and rural environments. We offer proven approaches that will deliver real results. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3536363 | Expense |
| Revenue | 2904378 | Revenue |
| Description | High School Redesign - In fiscal 2011 EdWorks provided technical assistance under contract to transform or start-up schools in 25 districts in Indiana, Maryland, Michigan, New York, Ohio and Washington. Work focused on improving the education of more than 20,000 students. In all, EdWorks supported the development or expansion of 20 Early College High Schools in New York in partnership with the State University of New York; the transformation seven urban high schools in Detroit, Gary, Baltimore; the transformation of a suburban high school in Ohio; and the start-up of STEM (Science, Technology, Engineering and mathematics) high schools in Ohio and Washington. In 2011 EdWorks launched a new approach to transforming persistently low-performing schools. For the first time, clients began implementing two or more of EdWorks new interest-based academy designs. The six innovative academies move students firmly into the 21st century world of connected learning. All six academies were developed in collaboration with national content-area partners like curriculum developer, BSCS, the Richard Riley Institute at Furman University, Open Sky Jazz and the Granville Studio for Visual Arts. All academy models provide a rigorous, college and career-ready curriculum, with courses aligned to the new Common State Core Standards. Lessons are designed to integrate all subject areas, organizing learning experiences around annual big ideas or themes. All schools are designed to be implemented in technology-rich environments. Interest-based academies include three STEM designs, a leadership institute, an innovation lab and schools focused on the social sciences and performing arts. The interest-based academies are also being used to launch new stand alone STEM schools and add definition to EdWorks Early College High School model. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7729952 | Expense |
| Grants | 1000 | Grants |
| Revenue | 5011042 | Revenue |
| Description | New Technology Network (NTN) is a non-profit school development organization that partners with districts and organizations to implement innovative schools. With over 85 schools in 16 states, New Tech schools are characterized by a positive school culture that empowers students and teachers, an engaging project-based curriculum, and the integrated use of technology to facilitate relevant, teaching and learning. New Tech Network provides customized strategic consulting, teacher and administrative training and coaching, and access to the Echo Learning Management System for students and teachers. New Tech Network provides a wide range of professional services to help rural, urban and suburban communities build thriving New Tech schools that achieve meaningful student outcomes. New Tech Network is a subsidiary of KnowledgeWorks, which seeks to transform U.S. public education from a world of schooling to a world of learning. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3255439 | Expense |
| Grants | 1144004 | Grants |
| Revenue | 18039 | Revenue |
| Description | Strive Partnership - The Strive Partnership focuses on improving outcomes for children and students, cradle to career, in Cincinnati, Covington and Newport. The partnership continues to drive greater focus on aligning its work and local resources around its shared goals and student success measures in the urban core of our region. The partnership released its 2011 Partnership Report to update the community on progress being made to improve achievement. The report offers a promising outlook as 81% of the partnerships measures are trending in the right direction (vs. 74% last year and 68% two years ago). Strive Cradle to Career - Strive has drawn upon lessons in Cincinnati and Northern Kentucky, as well as other national sites, to develop a framework for building what is called the Cradle to Career Civic Infrastructure. Using this framework, Strive is now working nationally to build a network of communities. During the year, Strive added 15 new members to the national network and continued to work with 5 communities across the country to implement the Cradle to Career work. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12452072 | Expense |
| Grants | 523088 | Grants |
| Revenue | 9031671 | Revenue |
| Description | Included in the other program services are Education Policy, Organizational Learning & Innovation (OLI), Grantmaking and Student Lending, described below:Education Policy - From July 2010 to June 2011, KnowledgeWorks continued to provide research, best practices and information on key education issues in Ohio that helped state leaders, policymakers, and elected officials make informed decisions to keep moving the states education agenda forward. Acting on the request of the Governor and the State Superintendent, KnowledgeWorks and its new subsidiary for Ohio, Ohio Education Matters, began work on an initiative it dubbed Ohio Smart Schools to find ways to improve education quality but at a lower cost to respond to the state's budget crisis. During the summer and fall of 2010, Ohio Education Matters created a web site for the Ohio Smart Schools initiative to provide information and a forum for the public to offer ideas and feedback on how to make the state's education system more efficient and effective. The foundation and OEM held numerous meetings and focus groups with Ohio education stakeholders (Ohio School Boards Association, Ohio Education Association, Ohio Federation of Teachers, Ohio Association of Public Charter Schools, e.g.), state leaders and legislators, and school districts to learn more from them on how to keep improving Ohio's education system but at a lower cost. In January, KnowledgeWorks and Ohio Education Matters held in Columbus a day-long summit on digital learning called Learning Unbound to draw attention to the potential of on-line digital learning to improve education quality but at a lower cost. In February 2011, KnowledgeWorks and Ohio Education Matters released a report entitled, A Check-Up on School Employee Health Care: A Proposal to Reduce Costs Without Reducing Quality, which outlined how the state could save up to $138 million by requiring public school districts to pool statewide or regionally their purchases of employee health insurance. In March 2011, KnowledgeWorks and Ohio Education Matters released two reports designed to help the state make its education system more efficient and effective. The first report, entitled Toward a New Model of Governance for Ohio, proposed that Ohio encourage more shared services among local school districts to reduce costs by providing a more comprehensive regional system of supports the education system. The report also called for a statewide network of local P-16 Councils to help communities use existing resources better to improve student achievement. The second report, entitled Benchmarking Ohio's School Districts: Identifying districts that get more for their money in non-instructional spending, showed how the state could save more than $1 billion if Ohio school districts were to emulate the best practices of their best-in-class peers in providing non-instructional services in administration, food service, transportation and maintenance. The summit and reports helped to inform the agenda of the incoming governor and administration, which proposed regional governance reform, digital learning initiatives, pooling employee health care insurance purchases, and other efficiency measures. Those proposals were eventually included in the state budget bill for FY12-13. Throughout the year, KnowledgeWorks continued to provide support for a facilitated forum for Ohio education stakeholders and state leaders to build consensus on core values and vision for public education in the state (entitled Transformation Dialogue for Public Education) and a forum and working group for the eight largest urban school district superintendents and union leaders (Ohio 8 Council.)OLI - KnowledgeWorks' Organizational Learning and Innovation (OLI) group continued to work with the organization's subsidiaries and with external partners to help each organization create a vision for the future of learning and identify ways of taking action in the present that will help make that vision a reality. It continued to distribute, conduct presentations on, and design learning experiences around KnowledgeWorks' second future forecast, the 2020 Forecast: Creating the Future of Learning (http://futureofed.org/wp-content/uploads/2011/07/2020-Forecast.pdf). OLI impacted the strategic planning processes of major national education organizations, including the Council of Chief State School Officers, the American Association of Colleges of Teacher Education, the National Education Association, and Grantmakers for Education. It also supported state- and district-level educators in planning for a world of learning, in part by managing the Transformational Dialogue for Public Education initiative in Ohio, in which twenty-four state education leaders participated.OLI published a 2011 update to its 2020 Forecast(http://futureofed. org/wp-content/uploads/2011/07/2020-Forecast-Update.pdf) to reflect the latest research on future trends, re-launched the associated website (http://futureofed.org/) to be more current and to include new resources describing learning in 2025, and published a self-facilitation guide to help education stakeholders explore the future of learning and its implications for their organizations (http://futureofed.org/wp-content/uploads/2011/07/11024-Toolkit-FINAL.pdf). Lastly, OLI designed an organization-wide examination of KnowledgeWorks workspace, work strategies, and culture. The Grant making program provided approximately $1.7 million of grant funding to 70 organizations.The Student Lending Programs continued its work to help students and their families plan for how to pay for college. KnowledgeWorks and its subsidiary, KnowledgeFunding Ohio, Inc. served approximately 27,000 students during the fiscal year. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12452072 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 523088 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 9031671 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 26973826 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 230 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 90 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William L McNeese | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5139291135 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street Suite 200 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452023634 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Joseph P Tomain Esq | |||||||||
| Chair of the Board | 2.00 | X | 20900 | 5500 | 10000 | ||||
| Dr Jacquelyn M Belcher | |||||||||
| Vice Chair of the Board | 2.00 | X | 14450 | 0 | 0 | ||||
| John E Dean Esq | |||||||||
| Treasurer | 2.00 | X | 0 | 0 | 14250 | ||||
| Dr Sherrill Cleland | |||||||||
| Director | 2.00 | X | 13050 | 0 | 1000 | ||||
| Hon Nathaniel R Jones | |||||||||
| Director | 2.00 | X | 8600 | 0 | 0 | ||||
| Lucie Lapovsky start 810 | |||||||||
| Director | 2.00 | X | 500 | 0 | 0 | ||||
| Richard W Riley Esq | |||||||||
| Director | 2.00 | X | 42000 | 0 | 7200 | ||||
| Timothy Tuff | |||||||||
| Director | 2.00 | X | 0 | 0 | 15850 | ||||
| Steven Minter | |||||||||
| Director | 2.00 | X | 0 | 0 | 8050 | ||||
| Eileen Rudden | |||||||||
| Director | 2.00 | X | 2300 | 0 | 0 | ||||
| Barry Schuler | |||||||||
| Director | 2.00 | X | 2800 | 0 | 0 | ||||
| Chad P Wick | |||||||||
| Chief Executive Officer | 40.00 | X | 1589871 | 0 | 165624 | X | |||
| Brian Ross start 810 | |||||||||
| President | 40.00 | X | 131440 | 0 | 22132 | X | |||
| Douglas Thomson | |||||||||
| Secretary | 2.00 | 0 | 0 | 0 | X | ||||
| William L McNeese | |||||||||
| Senior VP & CFO | 40.00 | 206614 | 0 | 58248 | X | ||||
| Holly A Brinkman | |||||||||
| VP & Controller | 40.00 | 161629 | 0 | 50501 | X | ||||
| Meredith Meyer | |||||||||
| VP Strategic Thinking | 40.00 | 168748 | 0 | 19918 | X | ||||
| James Scott start 0411 | |||||||||
| Chief Information Officer | 40.00 | 0 | 0 | 0 | X | ||||
| Harold Brown | |||||||||
| Exec Director Edworks | 40.00 | 182046 | 0 | 33763 | X | ||||
| Monica Martinez | |||||||||
| Exec Director New Tech | 40.00 | 384146 | 0 | 23489 | X | ||||
| Matthew Barcus | |||||||||
| Chief Technology Officer | 40.00 | 176762 | 0 | 46776 | X | ||||
| Andrew Benson | |||||||||
| VP KW Ohio | 40.00 | 136243 | 0 | 43904 | X | ||||
| Jeff Edmondson | |||||||||
| Exec Director Strive | 40.00 | 136075 | 0 | 42021 | X | ||||
| Jillian Darwish | |||||||||
| VP Learn & Design | 40.00 | 135778 | 0 | 44320 | X | ||||
| Christopher Walsh | |||||||||
| Director Innov & Design | 40.00 | 124508 | 0 | 40737 | X | ||||
| Deborah Howard | |||||||||
| Dir EdWorks Strategy | 40.00 | 113833 | 0 | 18460 | X | ||||
| Patricia Ruggie Conley end 0210 | |||||||||
| Former Executive VP & COO | 40.00 | 363349 | 0 | 31923 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4115642 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5500 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 698166 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Kohne O'Neill LLC | |||||
| 8060 Corporate Park Dr Suite 100 | Cincinnati | OH | 45242 | Student Loan Consulting | 1592459 |
| Logicalis | |||||
| PO Box 670000 | Detroit | MI | 482671723 | Technology Development & Support | 1084119 |
| Frost Brown Todd LLC | |||||
| 2200 PNC Center 201 East Fifth Str | Cincinnati | OH | 45201 | Legal Services | 468635 |
| JP Morgan | |||||
| 270 Park Avenue | New York | NY | 10017 | Underwriter for Student Loan Financing | 334488 |
| Intrinzic | |||||
| PO Box 643699 | Cincinnati | OH | 452643699 | Website Development | 180687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| All Other Contributions | 4896566 | AllOtherContributions |
| Total Contributions | 4896566 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Fees for Svcs | 611710 | 7933459 | 7933459 |
| Int on Student Loans | 611710 | 6861171 | 6861171 |
| KFO Admin Fees Income | 611710 | 1570855 | 1570855 |
| OH Centric Admin Fees | 611710 | 341933 | 341933 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77200 | TotalRevenueColumn |
| Related Or Exempt Function Income | 77200 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16784618 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2569 | TotalRevenueColumn |
| Exclusion | $2,569 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| KWI Admin Fee Income | 611710 | 110512 | 110512 | |
| Pledge Fee Income | 611710 | 70000 | 70000 | |
| Securities Litigation | 611710 | 32754 | $32,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 213266 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21897019 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16965130 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $35,323 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1668092 | Total |
| Program Services | 1668092 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2757696 | Total |
| Program Services | 1095686 | ProgramServices |
| Management And General | 1651643 | ManagementAndGeneral |
| Fundraising | 10367 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5849915 | Total |
| Program Services | 5096470 | ProgramServices |
| Management And General | 740480 | ManagementAndGeneral |
| Fundraising | 12965 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 607368 | Total |
| Program Services | 538974 | ProgramServices |
| Management And General | 66709 | ManagementAndGeneral |
| Fundraising | 1685 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 822202 | Total |
| Program Services | 642412 | ProgramServices |
| Management And General | 178607 | ManagementAndGeneral |
| Fundraising | 1183 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592759 | Total |
| Program Services | 438388 | ProgramServices |
| Management And General | 153334 | ManagementAndGeneral |
| Fundraising | 1037 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405250 | Total |
| Program Services | 245392 | ProgramServices |
| Management And General | 159858 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248372 | Total |
| Program Services | 96117 | ProgramServices |
| Management And General | 152255 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48766 | Total |
| Program Services | 48766 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5416462 | Total |
| Program Services | 4970425 | ProgramServices |
| Management And General | 446037 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248192 | Total |
| Program Services | 215974 | ProgramServices |
| Management And General | 32218 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541301 | Total |
| Program Services | 325576 | ProgramServices |
| Management And General | 215725 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373468 | Total |
| Program Services | 1131157 | ProgramServices |
| Management And General | 242311 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541133 | Total |
| Program Services | 153357 | ProgramServices |
| Management And General | 387776 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1982257 | Total |
| Program Services | 1872040 | ProgramServices |
| Management And General | 110217 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 935497 | Total |
| Program Services | 887300 | ProgramServices |
| Management And General | 48197 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3994272 | Total |
| Program Services | 3994272 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540355 | Total |
| Program Services | 221632 | ProgramServices |
| Management And General | 318723 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98924 | Total |
| Program Services | 150 | ProgramServices |
| Management And General | 98774 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Rebate Fees | 1417895 | 1417895 | 0 | 0 |
| Origination Fees | 746314 | 746314 | 0 | 0 |
| Amortization Expense | 618253 | 618253 | 0 | 0 |
| Student Loan Provision | 342777 | 342777 | 0 | 0 |
| Dues & Memberships | 134846 | 122843 | 12003 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119447 | Total |
| Program Services | 83564 | ProgramServices |
| Management And General | 35883 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32051813 | Total |
| Program Services | 26973826 | ProgramServices |
| Management And General | 5050750 | ManagementAndGeneral |
| Fundraising | 27237 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4030246 | BOY |
| EOY | 9568535 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16783525 | BOY |
| EOY | 12542879 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1006850 | BOY |
| EOY | 1194989 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2249099 | BOY |
| EOY | 2564979 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450252 | BOY |
| EOY | 291425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4403899 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3299730 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1439174 | BOY |
| EOY | 1104169 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94725491 | BOY |
| EOY | 159370081 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1695055 | BOY |
| EOY | 4126439 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122379692 | BOY |
| EOY | 190763496 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5318513 | BOY |
| EOY | 5559678 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113000 | BOY |
| EOY | 2810750 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110000000 | BOY |
| EOY | 171164491 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2968265 | BOY |
| EOY | 2204596 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118399778 | BOY |
| EOY | 181739515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620220 | BOY |
| EOY | 4985504 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3359694 | BOY |
| EOY | 4038477 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3979914 | BOY |
| EOY | 9023981 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122379692 | BOY |
| EOY | 190763496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10154794 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15198861 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29890505 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16445905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17843966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17368861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16920840 | CurrentTaxYear |
| Total | 98470077 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8127857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9449729 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8862099 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10388061 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16856707 | CurrentTaxYear |
| Total | 53684453 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38018362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25895634 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26706065 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27756922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33777547 | CurrentTaxYear |
| Total | 152154530 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25085868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10766699 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12459767 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13635737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14162367 | CurrentTaxYear |
| Total | 76110438 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 988272 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 934345 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1949042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 759858 | CurrentTaxYear |
| Total | 4631517 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25085868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11754971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13394112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15584779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14922225 | CurrentTaxYear |
| Total | 80741955 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 71412575 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7028252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4084902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 849014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 999992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 743089 | CurrentTaxYear |
| Total | 13705249 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7028252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4084902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 849014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 999992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 743089 | CurrentTaxYear |
| Total | 13705249 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 248995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 135455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 200194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 140939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143266 | CurrentTaxYear |
| Total | 868849 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45295609 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30115991 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27755273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28897853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34663902 | CurrentTaxYear |
| Total | 166728628 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.42830 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.43260 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.11690 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part II, Line 12, Explanation of Other Income: KWI Admin Fee income Securities Litigation Income KWF Miscellaneous income | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $48,766 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 48766 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | Part I-A and I-B: 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. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1049337 | OtherCostOrOtherBasis |
| Depreciation | 666972 | Depreciation |
| Book Value | 382365 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1082743 | OtherCostOrOtherBasis |
| Depreciation | 923432 | Depreciation |
| Book Value | 159311 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2271819 | OtherCostOrOtherBasis |
| Depreciation | 1709326 | Depreciation |
| Book Value | 562493 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1104169 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Student Loan Receivables, Net of Unamortized Loan Acquisition Costs | Description |
| Book Value | 159370081 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 159370081 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest Rate Swap Agreement | $1,771,384 |
| Interest Payable | $433,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2204596 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | On July 1, 2009, the Foundation adopted Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes, which prescribed a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. 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 affect 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, 2011 and 2010. In the event interest and penalties accrued on unrecognized tax benefits, the Foundation would recognize such amounts as a component of income tax expense. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Arizona State University | ||||||||
| 522 N Central Avenue Suite 243 | Phoenix | AZ | 850042165 | 860196696 | Gov't Entity | 10000 | EPDN/Cradle to Career Initiative | |
| Art Opportunities Inc | ||||||||
| 20 E Central Pkwy | Cincinnati | OH | 45202 | 311665900 | 501(c)(3) | 10000 | Sponsorship/Secret Artworks | |
| California State University East Bay Foundation Inc | ||||||||
| SA 4300 25800 Carlos Bee Blvd | Hayward | CA | 94542 | 941524922 | 501(c)(3) | 75000 | EPIN/Cradle to Career Initiative | |
| California State University Fresno Foundation (Fiscal Agent) | ||||||||
| 5241 N Maple Avenue M/S TA48 | Fresno | CA | 937408027 | 946003272 | 501(c)(3) | 10000 | EPDN/Cradle to Career Initiative | |
| Center for Effective Philanthropy Inc | ||||||||
| 100 Montgomery Street 17th Floor | San Francisco | CA | 94104 | 043523528 | 501(c)(3) | 30000 | Sponsorship/Implementation of Youth Truth 2010-2011 | |
| Cincinnati Public Schools | ||||||||
| 2651 Burnet Avenue | Cincinnati | OH | 452192551 | 316000758 | Gov't Entity | 425010 | Hughes STEM High School Innovation | |
| Cincinnati Scholarship Foundation | ||||||||
| 602 Main Street Suite 1000 | Cincinnati | OH | 45202 | 310603619 | 501(c)(3) | 6310 | Sheehan Scholarship Fund | |
| Cincinnati State and Technical Community College Foundation | ||||||||
| 3520 Central Parkway | Cincinnati | OH | 45223 | 311430847 | 501(c)(3) | 11925 | Connect 2 SuccessProject | |
| Cincinnati Youth Collaborative | ||||||||
| 301 Oak Street | Cincinnati | OH | 45219 | 311204406 | 501(c)(3) | 87883 | College Readiness Fund/Mentoring Program | |
| Council of Chief State School Officers | ||||||||
| One Massachusetts Avenue NW Ste 700 | Washington | DC | 200011431 | 530198090 | 501(c)(3) | 20000 | Sponsor/State Education Deputy Commissioners | 700 |
| Covington Partners in Prevention | ||||||||
| PO Box 0426 | Covington | KY | 41012 | 201515753 | 501(c)(3) | 24563 | Covington Mentoring Program | |
| Education Writers Association | ||||||||
| One Dupont Circle NW Suite 800 | Washington | DC | 20036 | 237439790 | 501(c)(3) | 15000 | EWA 64th NationalSeminar | |
| Mount Vernon Ladies' Association | ||||||||
| PO Box 110 | Mt Vernon | VA | 22121 | 540564701 | 501(c)(3) | 50000 | Teaching Ambassador for George Washington in the State of Ohio | |
| Grantmakers for Education | ||||||||
| 720 SW Washington Street Ste 605 | Portland | OR | 97205 | 330919329 | 501(c)(3) | 25000 | Sponsorship/Innvovation 2.0 Conference | |
| Jobs for Cincinnati Graduates | ||||||||
| 7162 Reading Road Suite 1100 | Cincinnati | OH | 45237 | 311045504 | 501(c)(3) | 5925 | Connect 2 Success Project | |
| Mayerson Academy for Human Resource Dev | ||||||||
| 2650 Highland Avenue | Cincinnati | OH | 45219 | 311366582 | 501(c)(3) | 31239 | Ascend Performance Institute | |
| Napa Valley Unified School District | ||||||||
| 2425 Jefferson Street | Napa | CA | 94558 | 521550087 | Gov't Entity | 100000 | Support of New Technology High School | |
| National Association of Secondary School Principals | ||||||||
| 1904 Association Drive | Reston | VA | 201911537 | 526006937 | 501(c)(3) | 15000 | High School Leader's Luncheon/2011 Confr. | |
| Ohio Grantmakers Forum | ||||||||
| 37 West Broad Street Suite 800 | Columbus | OH | 43215 | 311111842 | 501(c)(3) | 45000 | Education Initiative; Race to the Top Support | |
| Partnership for 21 Century Skills | ||||||||
| 1 Massachusetts Ave NW Suite 700 | Washington | DC | 20001 | 161621376 | 501(c)(3) | 15000 | National Summit on 21st Century Readiness | |
| Policy Matters Ohio | ||||||||
| 3631 Perkins Avenue Suite 4C East | Cleveland | OH | 44114 | 541774039 | 501(c)(3) | 10000 | Review of Charter Schools Voucher | |
| Portland Schools Foundation | ||||||||
| 608G-ED PO Box 751 | Portland | OR | 97207 | 931149789 | 501(c)(3) | 70000 | EPIN/Cradle to Career Initiative | |
| Project GRAD Cincinnati Inc | ||||||||
| 301 Oak Street PO Box 19477 | Cincinnati | OH | 45219 | 311816376 | 501(c)(3) | 50000 | College Readiness Fund/Founders Award Banquet | |
| United Way of Greater Cincinnati | ||||||||
| 2400 Reading Road | Cincinnati | OH | 452021478 | 310537502 | 501(c)(3) | 267950 | General Program Support | |
| University of Cincinnati Foundation | ||||||||
| PO Box 210022 4551 Corry Blvd Ste | Cincinnati | OH | 452210002 | 310896555 | 501(c)(3) | 21226 | Higher Education Mentoring Initiative | 5150 |
| University of Memphis College of Education | ||||||||
| B409 C Ball Hall | Memphis | TN | 381523570 | 620648618 | Gov't Entity | 10000 | EPDN/Cradle to Career Initiative | |
| University of New Mexico | ||||||||
| MSC05 3300 Scholes Hall Suite 144 | Albuquerque | NM | 87131 | 856000642 | Gov't Entity | 10000 | EPDN/Cradle to Career Initiative | |
| Virginia Commonwealth University School of Education | ||||||||
| 1015 W Main Street PO Box 842020 | Richmond | VA | 232842020 | 546001758 | Gov't Entity | 75000 | EPIN/Cradle to Career Initiative | |
| YMCA of Greater Cincinnati | ||||||||
| 1105 Elm Street 3rd Floor | Cincinnati | OH | 45202 | 310537178 | 501(c)(3) | 7838 | YMCA Mentoring Program | |
| University of Houston College of Education | ||||||||
| 214A Farish Hall | Houston | TX | 772045023 | 743400139 | Gov't Entity | 65000 | EPIN/Cradle to Career Initiative | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: KnowledgeWorks Foundation uses the MicroEdge Gifts for Windows software system to maintain grantmaking records. Data tracked by KnowledgeWorks includes: date of request, eligibility of grantee, contact information, date grant was awarded or denied, grant purpose, grant budget, electronic copy of executed grant contracts and required financial reports and timing. The KnowledgeWorks Grants Administrator provides periodic reporting to Program Managers and follows up with grantees as required financial reporting is due. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chad P Wick | |||||||||||||
| 314586 | 0 | 54360 | 0 | 1220925 | 0 | 144572 | 0 | 21052 | 0 | 1755495 | 0 | 786198 | 0 |
| Brian Ross start 810 | |||||||||||||
| 106440 | 0 | 25000 | 0 | 0 | 0 | 8400 | 4000 | 9732 | 0 | 149572 | 4000 | 0 | 0 |
| William L McNeese | |||||||||||||
| 181614 | 0 | 25000 | 0 | 0 | 0 | 32920 | 0 | 25328 | 0 | 264862 | 0 | 0 | 0 |
| Holly A Brinkman | |||||||||||||
| 141629 | 0 | 20000 | 0 | 0 | 0 | 25422 | 0 | 25079 | 0 | 212130 | 0 | 0 | 0 |
| Meredith Meyer | |||||||||||||
| 148748 | 0 | 20000 | 0 | 0 | 0 | 8535 | 0 | 11383 | 0 | 188666 | 0 | 0 | 0 |
| Harold Brown | |||||||||||||
| 167046 | 0 | 15000 | 0 | 0 | 0 | 28040 | 0 | 5723 | 0 | 215809 | 0 | 0 | 0 |
| Monica Martinez | |||||||||||||
| 171946 | 0 | 25000 | 0 | 187200 | 0 | 10024 | 0 | 13465 | 0 | 407635 | 0 | 0 | 0 |
| Matthew Barcus | |||||||||||||
| 161762 | 0 | 15000 | 0 | 0 | 0 | 27817 | 0 | 18959 | 0 | 223538 | 0 | 0 | 0 |
| Andrew Benson | |||||||||||||
| 126243 | 0 | 10000 | 0 | 0 | 0 | 20351 | 0 | 23553 | 0 | 180147 | 0 | 0 | 0 |
| Jeff Edmondson | |||||||||||||
| 124075 | 0 | 12000 | 0 | 0 | 0 | 20092 | 0 | 21929 | 0 | 178096 | 0 | 0 | 0 |
| Jillian Darwish | |||||||||||||
| 125778 | 0 | 10000 | 0 | 0 | 0 | 20377 | 0 | 23943 | 0 | 180098 | 0 | 0 | 0 |
| Christopher Walsh | |||||||||||||
| 120758 | 0 | 3750 | 0 | 0 | 0 | 18344 | 0 | 22393 | 0 | 165245 | 0 | 0 | 0 |
| Patricia Ruggie Conley end 0210 | |||||||||||||
| 138093 | 0 | 0 | 0 | 225256 | 0 | 25397 | 0 | 6526 | 0 | 395272 | 0 | 101500 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | The Foundation maintains memberships in a local social club in the name of the CEO and the President. These memberships are business memberships for the benefit of the Foundation. As such, the monthly dues are paid by the Foundation. Any personal use is paid by the CEO or the President. | |
| Part III | Part I, Line 4a: Severance payments were made to: Patricia Conley - $225,256 Payments were made under the terms of a negotiated employment agreement. Monica Martinez - $187,200. Payments were made under the terms of negotiated separation agreement. Part I, Line 4b: Contribution to 457(f) Plan: Chad Wick, $105,108. The 457(f) Plan is a nonqualified retirement plan for the CEO. | Supplemental Information |
| Part III | Part I, Line 7: KnowledgeWorks Foundation offers an individual incentive based bonus program, where the annual payout is determined by a discretionary evaluation of each person's performance. | Supplemental Information |
| Part III | Schedule J, Part II: Description of Chad Wick's Compensation: In June 2010, Chad P. Wick, then KnowledgeWorks Foundation's President and CEO, reached the vesting date of his deferred compensation plan ("Plan") with KnowledgeWorks Foundation. As a result, the balance in the Plan, $1,220,925, was paid to Mr. Wick by KnowledgeWorks Foundation. This balance represented amounts earned by Mr. Wick in the Plan (and related interest) over 11 years. Of the amount paid in 2010, $786,198 was previously reported on prior years' Forms 990 as deferred compensation. The Plan was reviewed and approved by KnowledgeWorks Foundation's independent Human Resources and Compensation Committee. The Committee relied on an independent compensation consultant which advised it that Mr. Wick's compensation (including accruals under the Plan) was reasonable. This determination considered Mr. Wick's responsibilities for KnowledgeWorks Foundation and its related organizations which include KWI, KnowledgeFunding Ohio, Inc., Student LendingWorks, Inc., New Technology Foundation, KnowledgeWorks Intermediary, LLC, Edworks, LLC, New Technology Network, LLC, Strive, LLC and KWSL, LLC. These organizations had collective revenues of $29,157,000, expenses of $42,653,000 and assets of $653,547,000. | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | KWSL LLC, a wholly owned subsidiary of KnowledgeWorks Foundation contracted with Kohne O'Neill, LLC to administer its student lending programs. | |
| Form 990, Part VI, Section A, line 4 | KnowledgeWorks Foundation amended its Regulations (i) to permit the separation of the offices of President and Chief Executive Officer and (ii) to eliminate service for partial terms when determining the length of service for purposes of Board term limits. | |
| Form 990, Part VI, Section B, line 11 | After completion by the preparer, the draft of the Form 990 is reviewed by the Controller and 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. | |
| On an annual basis the conflict of interest policy is distributed to the directors, officers and key employees along with a questionaire that must be completed, signed and returned to legal counsel. | Form 990, Part VI, Section B, line 12c | |
| 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. | Form 990, Part VI, Section B, line 15 | |
| 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 website. The governing documents and conflict of interest policy are available upon request. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Distribution of Investments from Exempt Subsidiary - KWI 12,720,807. Distribution of Funds from Exempt Subsidiary - New Tech Foundation 85,236. Distribution of Funds from Exempt Subsidiary - SLW 442,162. Unrealized Gain on Interest Rate Swap Agreement 817,890. Amortization of Discount on Student Loans 1,132,766. Total to Form 990, Part XI, Line 5: 15,198,861. | Form 990, Part XI, line 5: |
| Contributions from KnowledgeWorks Foundation subsidiary, KWI, are cash transfers and are based on the actual value. Services provided by KnowledgeWorks Foundation on behalf of subsidiaries are based on actual time reported by employees and reimbursements from subsidiaries are based on actual expenses, supported by invoices and receipts. | Schedule R, Part V, Line 2: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| KnowledgeWorks Intermediary LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 311321973 | Facilitate Receipt of Federal and State Grant Funds. | OH | 0 | 200 | KnowledgeWorks Foundation |
| KWSL LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 510560916 | Directs Operations of SLW and KFO. | OH | 1716605 | 1198505 | KnowledgeWorks Foundation |
| EdWorks LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 272300265 | Effective Long-Term High School Improvement Solutions | OH | 2904378 | 1622689 | KnowledgeWorks Foundation |
| Strive LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 272300365 | Implement Best Practices for Student Success | OH | 2510764 | 1146946 | KnowledgeWorks Foundation |
| New Technology Network LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 270845123 | Services & Support to Implement Innovative High Schools | OH | 7130622 | 3255854 | KnowledgeWorks Foundation |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| KWI | ||||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 311776354 | Supporting Organization | OH | Section 501(c)(3) | Schedule A, Line 11a | KnowledgeWorks Foundation | 1 |
| KnowledgeFunding Ohio Inc | ||||||||||
| One West Fourth Street Suite 250 | Cincinnati | OH | 452023634 | 201888000 | Student Loan Acquisition | OH | Section 501(c)(3) | Schedule A, Line 9 | KnowledgeWorks Foundation | 1 |
| EdWorks Inc | ||||||||||
| 4350 Glendale Milford Road Ste 230 | Cincinnati | OH | 452423700 | 262783244 | Supporting Organization | OH | Section 501(c)(3) | Schedule A, Line 9 | KnowledgeWorks Foundation | 1 |
| Student LendingWorks Inc | ||||||||||
| One West Fourth Street Suite 285 | Cincinnati | OH | 452023634 | 201887944 | Student Loan Originator | OH | Section 501(c)(3) | Schedule A, Line 9 | KnowledgeWorks Foundation | 1 |
| New Technology Foundation | ||||||||||
| 935 Clinton Street | Napa | CA | 94559 | 680436871 | Supporting Project Based Learning | CA | Section 501(c)(3) | Schedule A, Line 11a | KnowledgeWorks Foundation | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| KWI | ||
| C | 12720807 | Actual Cash Transferred |
| Student LendingWorks Inc | ||
| C | 442162 | Actual Cash Transferred |
| Student LendingWorks Inc | ||
| D | 10000000 | Value Stated in Guarantee Agmt. |
| KWI | ||
| E | 7000000 | Principal in Note |
| KnowledgeFunding Ohio Inc | ||
| G | 78486821 | FMV |
| KnowledgeFunding Ohio Inc (Via KWSL LLC) | ||
| K | 1640855 | Actual Time and Expenses |
| Student LendingWorks Inc (Via KWSL LLC) | ||
| K | 489742 | Actual Time and Expenses |
| New Technology Foundation (Via New Tech Network LLC) | ||
| K | 257127 | Actual Expenses |
| KWI | ||
| K | 110512 | Specific Allocated Expenses |
| KWI | ||
| P | 165800 | Actual Expenses |
| New Technology Foundation (Via New Tech Network LLC) | ||
| P | 85236 | Actual Expenses |