2024-05-06T14:19:57-05:00 2023-06-30 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2022-07-01 311321973 KNOWLEDGEWORKS FOUNDATION % HOLLY BRINKMAN KNOW 5139294777 312 PLUM STREET Suite 950 CINCINNATI OH 45202 HOLLY BRINKMAN VP/COO AND TREASURER 5139294777 2024-05-15 true HOLLY BRINKMAN 999009999 Aaron Hershberger P00961884 5136218300 2 2022 2023-04-26 12:10:37Z WILLIAM HITE 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 7495465 false X WWW.KNOWLEDGEWORKS.ORG X 1991 OH SEE SCHEDULE O 9 9 57 10 0 0 1160654 4099750 2501042 3220991 18918 174724 0 0 3680614 7495465 1166309 2636786 0 0 6670971 8752952 0 0 270354 4410354 6306457 12247634 17696195 -8567020 -10200730 30256752 9927169 22687573 5898249 7569179 4028920 X SEE SCHEDULE O false true 4877556 1456434 KW IN SCHOOLS: SEE SCHEDULE O 3402144 640000 324049 POLICY AND ADVOCACY: SEE SCHEDULE O 2607233 491679 360418 IMPACT AND IMPROVEMENT: SEE SCHEDULE O 2714046 34630 1080090 OTHER PROGRAM SERVICES: SEE SCHEDULE O 2714046 34630 1080090 13600979 true true false true false false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true 101 0 true 57 true false false false false false false false false false false false false X 9 9 true true false false false false false true true false true true true true true true true true true true false X X HOLLY BRINKMAN 5139294777 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 HOLLY BRINKMAN COO, VP OF FINANCE & TREASURER 37.0 3.0 X 263426 0 47529 MATTHEW WILLIAMS EVP/CHIEF STRAT OFF&SECRETARY 39.0 1.0 X 250840 0 39955 MICHAEL DIMAGGIO VP, STRATEGIC PTR & DEV 40.0 0.0 X 232416 0 25405 VIRGEL HAMMONDS CHIEF LEARNING OFFICER 40.0 0.0 X 234182 0 11769 LILLIAN PACE VP, POLICY & ADVOCACY 40.0 0.0 X 214956 0 10810 REBECCA WOLFE VP, IMPACT & IMPROVEMENT 40.0 0.0 X 186804 0 36036 KATHERINE PRINCE VP, STRATEGIC FORESIGHT 40.0 0.0 X 182497 0 22661 WILLIAM HITE PRESIDENT & CEO 39.0 1.0 X 186571 0 10346 LAUREN MCCAULEY SR DIR, TEACHING & LEARNING 40.0 0.0 X 149942 0 35671 KATE WESTRICH VP, MARKETING & COMMUNICATIONS 40.0 0.0 X 170761 0 8693 GREGORY SEATON SR DIR, IMPACT & IMPROVEMENT 40.0 0.0 X 143533 0 33746 SEAN DECATUR DIRECTOR 2.0 0.0 X 0 0 0 RENEE FOSTER DIRECTOR 2.0 0.0 X 0 0 0 THOMAS FRY DIRECTOR 2.0 1.0 X 0 0 0 TRACY NAJERA DIRECTOR 2.0 0.0 X 0 0 0 LIZZETTE GONZALEZ REYNOLDS CHAIR OF BOARD - TERM ENDED 2.0 0.0 X X 0 0 0 EILEEN RUDDEN DIRECTOR 2.0 1.0 X 0 0 0 ROBERT RUNCIE DIRECTOR 2.0 0.0 X 0 0 0 BRENDA SHUM DIRECTOR 2.0 0.0 X 0 0 0 JULIANA WONG DIRECTOR 2.0 0.0 X 0 0 0 VICTOR YOUNG INTERIM CHAIR OF THE BOARD 2.0 1.0 X X 0 0 0 2215928 0 282621 35 false true false WESTED 3020 OLD RANCH PARKWAY SUITE 220 SEAL BEACH CA 90740 DATA ANALYTICS 148692 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45201 AUDIT AND TAX 147659 FORESIGHT LAW POLICY 800 MAINE AVE SW SUITE 200 WASHINGTON DC 20024 POLICY CONSULTING 136112 3 1178150 2921600 4099750 INTEREST ON STUDENT LOANS 611710 809381 809381 Fees for Service 611710 2324198 2324198 KWI Admin Fees 611710 87412 87412 3220991 174724 174724 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7495465 3220991 174724 2636786 2636786 0 0 0 1520032 1067749 398523 53760 0 5770016 3809278 1789108 171630 334005 222321 100954 10730 596728 399710 180364 16654 532171 353740 160851 17580 12583 475 12108 93289 93289 129749 2266 127483 0 0 0 2383289 2012983 370306 0 207468 79736 127732 157191 110671 46520 409986 330427 79559 0 316287 221259 95028 874446 818291 56155 0 490018 469546 20472 352152 352152 0 84696 84696 109808 76816 32992 STUDENT LOAN SERVICING FEES 59432 59432 STUDENT LOAN TRUSTEE & ADMIN 77731 77731 STUDENT LOAN AMORT. 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HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. 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THE GRANTS MANAGER PROVIDES PERIODIC REPORTING TO PROGRAM DIRECTORS AND FOLLOWS UP WHEN REQUIRED REPORTING IS DUE. X X X X X false false false false false false false false WILLIAM HITE PRESIDENT & CEO 173453 0 10000 0 3118 0 9223 0 1123 0 196917 0 HOLLY BRINKMAN COO, VP OF FINANCE & TREASURER 260692 0 0 0 2734 0 13853 0 33676 0 310955 0 MATTHEW WILLIAMS EVP/CHIEF STRAT OFF&SECRETARY 248324 0 0 0 2516 0 12978 0 26977 0 290795 0 MICHAEL DIMAGGIO VP, STRATEGIC PTR & DEV 228520 0 0 0 3896 0 11773 0 13632 0 257821 0 KATHERINE PRINCE VP, STRATEGIC FORESIGHT 179880 0 0 0 2617 0 9318 0 13343 0 205158 0 KATE WESTRICH VP, MARKETING & COMMUNICATIONS 170415 0 0 0 346 0 8521 0 172 0 179454 0 LAUREN MCCAULEY SR DIR, TEACHING & LEARNING 147893 0 0 0 2049 0 7784 0 27887 0 185613 0 GREGORY SEATON SR DIR, IMPACT & IMPROVEMENT 141114 0 0 0 2419 0 7483 0 26263 0 177279 0 VIRGEL HAMMONDS CHIEF LEARNING OFFICER 231948 0 0 0 2234 0 11597 0 172 0 245951 0 LILLIAN PACE VP, POLICY & ADVOCACY 212768 0 0 0 2188 0 10638 0 172 0 225766 0 REBECCA WOLFE VP, IMPACT & IMPROVEMENT 184460 0 0 0 2344 0 9683 0 26353 0 222840 0 FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION KNOWLEDGEWORKS VISION IS A FUTURE OF LEARNING WHERE STUDENTS OF ALL RACES AND ETHNICITIES, INCOMES AND IDENTITIES PURSUE THE KINDS OF LEARNING EXPERIENCES THAT ENABLE THEM TO UNCOVER THEIR PASSIONS AND THRIVE IN AN EVOLVING WORLD. KNOWLEDGEWORKS MISSION IS TO HELP OUR PARTNERS IN STATES AND SCHOOLS WORK TOGETHER TO ALIGN POLICY AND PRACTICE, REIMAGINING WHAT EDUCATION CAN DO THROUGH PERSONALIZED, COMPETENCY-BASED LEARNING - AND WHAT IT MUST DO TO PREPARE STUDENTS FOR A LIFETIME OF LEARNING. OUR WORK IN SCHOOLS ACROSS THE COUNTRY SPARKS NEW THINKING ABOUT WAYS TO PREPARE STUDENTS FOR AN UNCERTAIN FUTURE. WE BELIEVE IN PERSONALIZED LEARNING NOT ONLY FOR STUDENTS, BUT ALSO FOR EDUCATORS AND LEADERS. WITH MORE THAN 20 YEARS OF EXPERIENCE EXPLORING THE FUTURE OF LEARNING, GROWING EDUCATOR IMPACT AND WORKING WITH STATE AND FEDERAL POLICYMAKERS, OUR PASSIONATE TEAM PARTNERS WITH SCHOOLS AND SCHOOL DISTRICTS TO GROW A SYSTEM-WIDE APPROACH TO SUSTAIN STUDENT-CENTERED PRACTICES SO THAT EVERY CHILD GRADUATES READY FOR WHAT'S NEXT. FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION'S MISSION WE HELP OUR PARTNERS IN STATES AND SCHOOLS WORK TOGETHER TO ALIGN POLICY AND PRACTICE, REIMAGINING WHAT EDUCATION CAN DO THROUGH PERSONALIZED, COMPETENCY-BASED LEARNING - AND WHAT IT MUST DO TO PREPARE STUDENTS FOR A LIFETIME OF LEARNING. FORM 990, PART III, LINE 3 SIGNIFICANT CHANGES IN MAY 2023, KNOWLEDGEWORKS SOLD ITS REMAINING STUDENT LOANS, WHICH TOTALED APPROXIMATELY $12,317,000 AT THE TIME OF SALE, TO THE SAME THIRD PARTY THAT HELD THE RIGHTS TO CASH FLOWS FROM THE TRUST. THE PURCHASE PRICE OF THE LOANS WAS EQUAL TO 100% OF THE PRINCIPAL BALANCE OF THE LOANS PLUS INTEREST ACCRUED THEREON OF APPROXIMATELY $739,000. THE PROCEEDS FROM THE SALE WERE USED TO PAY OFF THE REMAINDER OF THE BONDS. AS A RESULT OF THIS TRANSACTION, KNOWLEDGEWORKS EFFECTIVELY ENDED ITS STUDENT LOAN PROGRAM. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS - KnowledgeWorks in Schools KnowledgeWorks has established partnerships with more than 100 school districts and state education agencies across 14 states in transforming their system from a traditional system to one that is personalized and competency-based. These school systems span the country and are diverse in size, racial demographics, and socioeconomic background. In FY23, KnowledgeWorks partnered with state education agencies in Nevada, North Dakota, Ohio, South Carolina, and Utah to help stakeholders support the growth of personalized and competency-based education statewide. KnowledgeWorks also partnered with state-wide organizations in Arizona and Michigan to launch cohorts of school systems exploring new, more equitable learning structures for students and communities across the state. Collaborating with the Nevada Department of Education, KnowledgeWorks supported efforts to launch a statewide personalized, competency-based learning network. KnowledgeWorks and the state department met with all thirteen school systems to explore what state-wide supports would be most impactful in launching personalized, competency-based learning as well as the design of a Nevada Profile of a Graduate. Work in North Dakota led to a growing network of districts committed to implementing personalized learning and the development of a statewide learning continuum that will provide students with competency-based graduation pathways. Leadership teams comprised of school, state department, community-based organization individuals are now leading the planning and implementation of state-wide learning collaboratives. KnowledgeWorks partnered with the Ohio Department of Education to build staff capacity to implement personalized, whole-child approaches aligned with the state's strategic plan. In partnership with the state department, thirteen regional specialists were identified to support professional learning opportunities and coaching for teachers, principals, and district leaders. These specialists and KnowledgeWorks have co-designed and established the Ohio Personalized Learning Network. In South Carolina, KnowledgeWorks partnered with the Department of Education's Office of Personalized Learning to support a statewide network of schools and districts implementing personalized, competency-based learning. This statewide partnership increased from 15 districts in FY18 to 70 school systems in FY23 all working collaboratively to advance personalized, competency-based learning across the state. This represents a commitment from over 75% of South Carolina's districts. Work in Arizona learning communities led to the creation of Personalized Learning Institutes for school systems across the country to observe, learn, and provide feedback to the Arizona Personalize Learning Network that is transforming learning ecosystems for more than 100,000 young people throughout the state. FORM 990, PART III, LINE 4B Program Service Accomplishments - Policy & Advocacy In FY23, KnowledgeWorks continued to support states and diverse education stakeholders to advance policy change and maximize implementation in service of systems transformation. The Policy & Advocacy team conducted opportunity analyses and flexibility memos for Kentucky and Ohio aligned to KnowledgeWorks' State Policy Framework for Personalized Learning and engaged in targeted technical assistance requests for state policymakers in South Carolina, Nevada, and Kentucky. Development and facilitation of leadership networks in Nevada and Ohio enhanced these technical policy supports, providing systems of support to the field as well as a focus on developing the capacity of state leaders to sustain PCBL transformation. In Nevada, KnowledgeWorks launched an Ambassador Fellowship Program in Nevada to elevate racially and regionally diverse education leaders and a Youth Empowerment Fellowship to elevate student voice. KnowledgeWorks helped local partners in Kentucky and Southwestern Pennsylvania design storytelling and messaging efforts schedule to launch in the next year to advance key messages aligned to personalized, competency-based learning. KnowledgeWorks also began efforts in Minnesota to help local partners make the case for educational transformation. KnowledgeWorks completed a series of thought leadership engagements throughout the year to elevate insights from the field and push national thinking about educational transformation. The design and launch of a Trailblazers Summit and subsequent report, Beyond the Horizon: Blazing a Trail Toward Learner Centered School Quality Systems brought together nearly 200 national leaders to imagine a student-centered future for assessment and accountability systems. This effort engaged 10 national partner organizations and helped build collaborative relationships with national civil rights organizations. The Policy & Advocacy team continued to track personalized, competency-based learning policy momentum across the country, releasing the first-ever 50-state scan of student-centered learning policies produced in partnership with the Education Commission of the States. Release of the publication, Transforming for Tomorrow, helped state policymakers focus on a narrow set of transformational policy levers to kick-start PCBL systems across their state. In addition to policy publications, the Policy & Advocacy team produced several resources to increase stakeholder engagement in educational systems transformation. In collaboration with student voice organizations across the country, the team published Learning Agenda for Elevating Student Voice which resource offers a comprehensive guide for empowering students in the education transformation process. A series of video shorts was also produced to help stakeholders understand the fundamentals of competency design and best practices for designing a competency continuum that integrates academic knowledge and essential skills. design and best practices for designing a competency continuum that integrates academic knowledge and essential skills. FORM 990, PART III, LINE 4C Program Service Accomplishments - IMPACT & IMPROVEMENT In the continuing effort to support state work, in FY23, the Impact and Improvement team produced its final report on the interim formative data and shared these findings with partners in North Dakota. The team worked with the North Dakota Student Longitudinal Data System on the summative data portion of the study and received two rounds of student matched pair analysis of summative outcomes. Across Arizona, North Dakota, and South Carolina, the team led 29 continuous quality improvement capacity building sessions with districts leaders and data fellows. The Impact & Improvement team gathered, cleaned, and analyzed 17,436 implementation surveys from students and another 2,500 (approximately) from educators in Arizona, North Dakota, Ohio and South Carolina. Towards the goals of building the knowledge base for the field, the Impact & Improvement team completed individual data dashboards for 12 districts and presented early findings to the entire Ohio Launch cohort. The team continued to maintain and expand The Making the Case: Compelling Data, a field-facing, searchable data library for sourcing evidence and data on the positive impacts of PCBL. The Making the Case Data Library had 6,770 unique visits in FY23, up from 615 in FY22. FORM 990, PART III, LINE 4D PROGRAM SERVICE ACCOMPLISHMENTS - Other Services Include Strategic Foresight, grantmaking and student loan programs. Strategic Foresight - KnowledgeWorks continued to exercise national thought leadership around the future of learning through publications, partnerships and stakeholder engagements. It published two toolkits: Mapping Your Journey Toward Liberatory Education Futures and Charting a Path Toward Flourishing Futures. The former provided guidance for K-12 education stakeholders on identifying how they might take action today considering future possibilities raised by KnowledgeWorks' sixth anchor forecast. Charting a Path Toward Flourishing Futures was published in collaboration with partner Capita, an ideas lab dedicated to the flourishing of families and young children, and outlined futures thinking tools that can help leaders in the early childhood sector anticipate and initiate change. KnowledgeWorks also published a retrospective blog series, looking back at its third anchor forecast, published in 2012. KnowledgeWorks partnered with Teach for America's Reinvention Lab to research and publish Dreaming into Learning Futures, using a highly participatory process to explore trends and imagine where learning in the United States might be headed over the next 10 years. KnowledgeWorks also partnered with the University of St. Thomas and the Minnesota School Board Association to lead school board members through a cohort experience oriented toward futures thinking and advocacy. KnowledgeWorks' Strategic Foresight team continued to give presentations and to design and facilitate workshops and webinars exploring future possibilities and ways of shaping the future. The team delivered workshops at the Minnesota School Boards Association and Deeper Learning conferences and for Northmont School District and gave presentations at ASU-GSV, eCampus Ontario, Toronto Metropolitan University, and Philanthropy Ohio. The team also supported KnowledgeWorks' efforts to help state education systems and school districts transition to personalized, competency-based learning. Grant-making -The Grant making program provided approximately $2.6 million in grants and contributions to 30 organizations. Student Lending Programs - KnowledgeWorks served approximately 900 students during the fiscal year through its student lending programs. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS CERTAIN KNOWLEDGEWORKS FOUNDATION BOARD MEMBERS ARE ALSO MEMBERS OF THE BOARDS OF CERTAIN KNOWLEDGEWORKS FOUNDATION AFFILIATES. THESE OVERLAPPING BOARD MEMBERSHIPS CONSTITUTE A BUSINESS RELATIONSHIP AS DEFINED BY THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION A, LINE 3 KNOWLEDGEWORKS FOUNDATION CONTRACTED WITH NELNET TO ADMINISTER ITS STUDENT LENDING PROGRAMS. THIS CONTRACT ENDED ON 6/30/2023. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990 AFTER COMPLETION BY THE PREPARER, THE DRAFT FORM 990 IS REVIEWED BY THE ACCOUNTING DIRECTOR AND THE COO/VP OF FINANCE. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED WITH THE AUDIT COMMITTEE. AFTER IT RECEIVES THE APPROVAL OF THE AUDIT COMMITTEE, THE FINAL FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION'S PRACTICE FOR MONITORING COMPLIANCE ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY DIRECTORS, OFFICERS AND KEY EMPLOYEES AND REVIEWED BY MANAGEMENT. ITEMS REPORTED ARE DISCUSSED WITH LEGAL COUNSEL, WHO ADVISES MANAGEMENT AND THE BOARD OF ANY REQUIRED ACTIONS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED WITH THE ANNUAL QUESTIONNAIRE AND IS ALSO ACCESSIBLE ON THE SECURE DIRECTOR'S PORTION OF THE FOUNDATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION DETERMINATION THE COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES ARE SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS UTILIZING A COMPENSATION STUDY PERFORMED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM COMPARING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, INCLUDING REVIEW OF FORM 990S FOR OTHER ORGANIZATIONS. MEMBERS OF THE BOARD OF DIRECTORS HAVE IN THE PAST RECEIVED REASONABLE COMPENSATION FOR THEIR SERVICES AS MEMBERS OF THE BOARD OF DIRECTORS. A COMPENSATION STUDY WAS LAST PERFORMED IN APRIL 2023 BY SMITHPILOT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS THE CONSOLIDATED FINANCIAL STATEMENTS OF KNOWLEDGEWORKS FOUNDATION AND ITS SUBSIDIARIES ARE AVAILABLE ON THE KNOWLEDGEWORKS FOUNDATION WEBSITE. KNOWLEDGEWORKS FOUNDATION'S FORM 990 IS ALSO AVAILABLE ON ITS OWN WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 9 OTHER CHANGES IN NET ASSETS UNREALIZED LOSS ON LIABILITY FOR STUDENT LOAN RESIDUAL (155,047) AMORTIZATION OF DISCOUNT ON STUDENT LOANS 1,112,016 TRANSFER FROM TAX-EXEMPT SUBSIDIARY - KWI 6,385,961 LOSS ON SALE OF LOANS (686,463) TOTAL TO FORM 990, PART XI, LINE 9 6,656,467 FORM 990 PART IX LINE 11G DESCRIPTION:BUSINESS CONSULTANTS TOTAL FEES:238894 FORM 990 PART IX LINE 11G DESCRIPTION:MARKETING/COMMUNICATIONS TOTAL FEES:120022 FORM 990 PART IX LINE 11G DESCRIPTION:NETWORK CONSULTING TOTAL FEES:41330 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL/COMP/BENEFITS TOTAL FEES:142096 FORM 990 PART IX LINE 11G DESCRIPTION:HR/TRAINING/DEVELOPMENT TOTAL FEES:16907 FORM 990 PART IX LINE 11G DESCRIPTION:TECHNOLOGY TOTAL FEES:16725 FORM 990 PART IX LINE 11G DESCRIPTION:POLICY/ADVOCACY TOTAL FEES:604272 FORM 990 PART IX LINE 11G DESCRIPTION:DATA/RESEARCH/EVALUATION TOTAL FEES:542584 FORM 990 PART IX LINE 11G DESCRIPTION:TEACHING/LEARNING CONSULTANTS TOTAL FEES:501837 FORM 990 PART IX LINE 11G DESCRIPTION:STRATEGIC FORESIGHT TOTAL FEES:158622 KWSL LLC 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 510560916 STD LENDING OH 0 0 KF KWI 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 311776354 SUPPORTING OH 501(C)(3) 11A KWF true false false false false false false false false false false false true false true false false true false true KWI L 21491 ACTUAL COST KWI N 2004 ALLOCATED COST KWI Q 65920 ACTUAL COST KWI S 6385961 ACTUAL CASH TRF