2025-05-08T15:39:37+00:00 2024-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2023-07-01 311321973 KNOWLEDGEWORKS FOUNDATION KNOW 5139294777 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 HOLLY BRINKMAN EVP/COO & TREASURER 2025-05-08 true true Aaron Hershberger P00961884 5136218300 2025-04-08 2023 2025-03-06 01:10:19Z WILLIAM HITE 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 6422403 false X WWW.KNOWLEDGEWORKS.ORG X 1991 OH SEE SCHEDULE O. 9 9 65 9 0 0 4099750 2648076 3220991 3588627 174724 182608 0 1092 7495465 6420403 2636786 768477 0 0 8752952 9497910 0 0 273806 6306457 5736461 17696195 16002848 -10200730 -9582445 9927169 5801464 5898249 4275460 4028920 1526004 X 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. false false 3940597 0 1474038 KW IN SCHOOLS: 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OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. Schedule C, Part I-B POLITICAL CAMPAIGN ACTIVITY THIS SECTIONS IS 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. 4770 1751 3019 211303 141985 69318 379765 293208 86557 158894 INTEREST RECEIVABLE ON INVESTMENTS 11476 RIGHT OF USE ASSETS 1043858 1055334 OPERATING LEASE LIABILITIES 1020495 1020495 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. true ACHIEVING THE DREAM 271635830 501(C)(3) 37500 HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES BARD COLLEGE 141713034 501(C)(3) 32500 HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES JOBS FOR THE FUTURE 061164568 501(C)(3) 110000 HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES MIDDLE COLLEGE NATIONAL CONSORTIUM 043608107 501(C)(3) 30000 HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES NAT'L ALL OF CONCURRENT ENROLLMENT 161609101 501(C)(3) 72500 HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES NAT'L CAREER TECHNICAL EDUCATION FND 731086246 501(C)(3) 54500 HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES AURORA INSTITUTE 200310109 501(C)(3) 20000 2024 AURORA INSTITUTE SYMPOSIUM SPONSORSHIP CENTER FOR INNOVATION IN EDUCATION 943213100 501(C)(3) 100000 SUPPORT ALIGNED PUBLIC STORYTELLING STRATEGY IN KY KENTUCKY CHAMBER FOUNDATION 611284992 501(C)(3) 75000 SUPPORT PUBLIC WILL BUILDING FOR KY K-12 EDUCATION PRICHARD COMM FOR ACADEMIC EXCELLENCE 611026214 501(C)(3) 75000 SUPPORT PUBLIC WILL BUILDING FOR KY K-12 EDUCATION RILEY INSTITUTE AT FURMAN UNIVERSITY 570314395 501(C)(3) 41013 SUPPORT SC PERSONALIZED COMPETENCY-BASED LEARNING STUDY WESTED 943233542 501(C)(3) 97295 QUALITATIVE RESEARCH STUDIES - REMIQS INITIATIVE 12 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. KNOWLEDGEWORKS MAINTAINS A SYSTEM OF RECORDS ON GRANTMAKING THAT INCLUDES: DATE OF REQUEST, ELIGIBILITY OF GRANTEE, CONTACT INFORMATION, DATE GRANT WAS AWARDED, GRANT PURPOSE, GRANT BUDGET, ELECTRONIC COPY OF EXECUTED GRANT AGREEMENT AND REQUIRED REPORTING. THE FINANCE TEAM 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 false WILLIAM HITE PRESIDENT & CEO 364023 0 0 0 7099 0 16500 0 1780 0 389402 0 0 0 HOLLY BRINKMAN EVP, COO & TREASURER 242556 0 0 0 2921 0 12984 0 35637 0 294098 0 0 0 MATTHEW WILLIAMS EVP/CHIEF PGM OFFR&SECRETARY 236016 0 0 0 2544 0 12469 0 31292 0 282321 0 0 0 VIRGEL HAMMONDS CHIEF LEARNING OFFICER 239467 0 0 0 2509 0 11973 0 172 0 254121 0 0 0 LILLIAN PACE VP, POLICY & STRATEGIC ADV 219665 0 0 0 2205 0 10983 0 172 0 233025 0 0 0 REBECCA WOLFE VP, IMPACT & IMPROVEMENT 191493 0 0 0 2368 0 9997 0 27555 0 231413 0 0 0 MICHAEL DIMAGGIO VP, DEVELOPMENT 237121 0 0 0 3986 0 12184 0 13644 0 266935 0 0 0 KATHERINE PRINCE VP, FORESIGHT & STRATEGY 191078 0 0 0 2683 0 9827 0 12553 0 216141 0 0 0 LAUREN MCCAULEY VP, TEACHING & LEARNING 157041 0 0 0 2071 0 8181 0 28225 0 195518 0 0 0 KATE WESTRICH VP, MARKETING & COMMUNICATIONS 178068 0 0 0 549 0 8903 0 172 0 187692 0 0 0 GREGORY SEATON SR DIR, IMPACT & IMPROVEMENT 148215 0 0 0 2466 0 7856 0 28598 0 187135 0 0 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 4a KNOWLEDGEWORKS IN SCHOOLS: PROGRAM SERVICE ACCOMPLISHMENTS 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 FY24, KnowledgeWorks partnered with state-level partners in Arizona, Nevada, North Dakota, Ohio and South Carolina to support the growth of personalized, competency-based learning (PCBL). KnowledgeWorks continued a partnership with the Center for the Future of Arizona to support the Arizona Personalized Learning Network. District design teams representing four learning communities focused on district-level transformation and sustainability efforts while over 300 educators participated in professional learning to support school-level implementation. Collaborating with the Nevada Department of Education and ed.xtraordinary, KnowledgeWorks continued supporting the Nevada Future of Learning Network, a statewide PCBL network centered on Nevada's Portrait of a Learner. KnowledgeWorks, in collaboration with local partners and educators known as competency champions, facilitated the design of competencies and rubrics aligned to Nevada's Portrait of a Learner. Competency champions participated in learning cycles to practice integrating the Portrait in their local contexts. As a culminating experience, champions shared across the network at the Nevada Future of Learning Network Exhibition of Learning in June. The North Dakota Personalized, Competency-Based Learning cohort completed their six-year collaboration, including the publication of a summative research report. The work continues through the district-led, state-supported North Dakota Network for Personalized Learning. The network launched in September with site visits, three in-person convenings, and a strong online presence. To date, the network has over 300 members. In Ohio, KnowledgeWorks continued to grow the Ohio Personalized Learning Network which reached more than 736 participants across more than 100 school design teams across the state. Bringing Personalized Learning Specialists together to collaborate across regions provided a network of thought partners and leaders, creating advanced expertise across the state that will help Ohio build on the momentum of personalized learning. The results of our research show that educators deepened their understanding of personalized learning through their experience in the school design team pathway and that implementing personalized learning practices had a positive impact on school culture, with promising signs for teacher retention. In South Carolina, KnowledgeWorks continued to support the Personalized Learning team at the South Carolina Department of Education as they scale and spread PCBL practices around the state. KnowledgeWorks provided in-person and virtual support for district transformation through school-based Impact Teams, representing three districts and 92 educators. In Southwest Pennsylvania, KnowledgeWorks supported the Personalized Learning working group as they partnered to spread personalized learning across the region. They led an inaugural Personalized Learning Ambassador Program that impacted 22 local educators, instructional coaches, and an out of school time provider. The program included learning, collaboration, and sharing and culminated in a two-day Personalized Learning Summit attended by over 130 local practitioners. They also hosted three site visits and published monthly newsletters. Form 990, Part III, Line 4b POLICY AND ADVOCACY: PROGRAM SERVICE ACCOMPLISHMENTS In FY24, KnowledgeWorks continued to support states and diverse education stakeholders to advance policy change and maximize implementation in service of systems transformation. KnowledgeWorks conducted extensive policy research to create Innovation Guides for Kentucky and Ohio to help district leaders maximize their current policy environments to support PCBL implementation. KnowledgeWorks also conducted a statewide survey of Minnesota education stakeholders, held a series of focus groups and listening sessions, and completed an analysis examining the state's policy needs around assessment, accountability, and other flexibilities in support of PCBL. KnowledgeWorks facilitated policy-focused working groups in Nevada, Ohio and Kentucky to bolster capacity for policy change and implementation. The work in Nevada culminated in a new tool to help stakeholders gauge the full impact of PCBL efforts to date, formal recommendations to the state superintendent for advancing policy in the coming year, feedback on draft competency education regulations and a sustainability report for preserving the work of the Nevada Future of Learning Network. The facilitation of a leadership network in Ohio developed the capacity of state leaders to support PCBL implementations in the field and explore ways to sustain those transformations. Lastly, facilitation of a policy work group in Kentucky helped the United We Learn Council's Building a Bold New Future with Communities Committee identify policy priorities for advancing vibrant learning including alignment of P-12 and postsecondary portraits of a graduate, funding systems, and evaluation of competency-based education. KnowledgeWorks completed year two of its initiative to track PCBL policy momentum in state legislatures across the country with release of an annual end of session web article in August 2023. A webinar was held in January 2024 to kick off a third year of legislative tracking in partnership with Education Commission of the States and New Classrooms. KnowledgeWorks published a comprehensive report: Beyond the Horizon: Blazing a Trail Toward Learner-Centered School Quality Systems, which compiles recommendations from nearly 200 attendees at a conference hosted by KnowledgeWorks in June of 2023. The report, published in October 2023, was endorsed by 26 national organizations. In addition to policy support and publications, KnowledgeWorks engaged in several efforts to increase stakeholder engagement in systems transformation. In Minnesota, we helped create an alliance of educator leaders, parents, districts, elected officials, membership organizations, and nonprofits focused on driving innovative and sustainable systems change. In Kentucky, we collaborated with two local organizations to release 15 stories highlighting district efforts to emphasize durable skills through instructional and assessment practices. In Nevada, we continued to support the educator ambassador program which concluded successfully with more than 14 local community engagement events and six published letters to the editor. In Southeastern Pennsylvania, we worked to showcase impactful personalized learning work happening on the ground through storytelling and site visits. Lastly, we launched and supported a national working group of educator leaders, focused on advocating for personalized learning through KnowledgeWorks' Lead for Learners Network. KnowledgeWorks shared insights from this work through presentations at many state and national conferences including the Aurora Institute, Education Commission on the States, SXSW EDU, and the National Conference on Student Assessment. KnowledgeWorks also engaged policymakers at the federal level to share insights on state efforts to advance PCBL. These meetings helped influence continued funding in the FY24 appropriations bill for the Competitive Grants for State Assessment Program. Form 990, Part III, Line 4c IMPACT AND IMPROVEMENT: PROGRAM SERVICE ACCOMPLISHMENTS In FY24 KnowledgeWorks produced a summative report, in partnership with WestEd on North Dakota's 5-year initiative using data from the North Dakota's student Longitudinal Data System as well as from the Department of Public Instruction. The quasi-experimental design study used student matched pair analysis of summative outcomes. These findings were shared through an executive summary developed by KnowledgeWorks as well as through a webinar hosted by the North Dakota Personalized Learning Network. In Arizona, the extended research project consisting of deeper analysis of implementation survey data, case studies within two transform districts and school-level Comparative Interrupted Time Series (CITS) outcomes analysis was successfully completed, resulting in publications and a targeted webinar among stakeholders within the Arizona Personalized Learning Network. In North Dakota we formed a Data Fellowship to build the capability of five leaders representing each of the members of the state-based network to collect and use data for the purposes of improvement. Similarly, a cohort of Data Fellows in Arizona successfully completed analytics capability-building and data sensemaking engagements, culminating in a capstone presentation within the personalized learning network. KnowledgeWorks also gathered and analyzed 20,199 implementation surveys from students and another 2,826 from educators in Arizona, Ohio and South Carolina. Lastly, in partnership with EdResearch Solutions and Consult4Ed, we released five case studies and five reports on the Ohio Department of Education and Workforce website to document the personalized learning initiatives across Ohio schools and districts: showcasing exemplary practices, offering insights and real-world examples and presenting snapshots of data and recommendations. KnowledgeWorks released analysis of personalized, competency-based learning at scale, From Theory to Practice: Cross-State Themes in Student-Centered Systems Change. We also completed individual data dashboards for 19 districts, schools, and state departments and presented early findings to the Ohio Launch cohort. KnowledgeWorks continued to maintain and expand 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 12,600 unique visitors in FY24, up from 6,770 in FY23. Form 990, Part III, Line 4d PROGRAM SERVICE ACCOMPLISHMENTS - OTHER SERVICES Includes Strategic Foresight and Grantmaking programs. KnowledgeWorks continued to exercise national thought leadership around the future of learning through publications, partnerships and stakeholder engagements. It published an executive summary of its sixth anchor forecast, Imagining Liberatory Education Futures, in English and Spanish. It also published Connections to the Future: Illustrating Liberatory Education Artifacts, which drew upon a participatory process to present things that could exist in liberatory education futures and help people imagine possibilities. KnowledgeWorks received funding to research and publish Futures Affecting Math Education: Widening the Lens on Change, engaging students, parents, educators and subject matter experts to consider drivers of change and develop scenarios exploring possible futures of math. It also received funding to develop content for a forecast on possible futures of assessment for its Assessment for Good program. KnowledgeWorks continued to give presentations and to design and facilitate workshops and webinars exploring future possibilities and ways of shaping the future. Presentations were delivered at the National Association of State Directors of Teacher Education and Certification Conference, Ed-Fi Alliance Summit, Future Trends Forum, Sonoma Unified School District, Napa Unified School District, Techint, Assemble and the Santa Cruz Personalized Learning Institute. KnowledgeWorks also hosted a graduation party from the future at SXSW EDU, supported the design of the Forge Futures national summit on community-wide learning and facilitated a workshop for Campbell County Schools. The grantmaking program provided approximately $768,000 in grants and contributions to 35 organizations. Form 990, Part III, Line 4d Description of other program services (Expenses $ 2,408,444 including grants of $ 43,169)(Revenue $ 1,042,284) OTHER SERVICES : SEE SCHEDULE O Form 990, Part VI, Line 2 Family/business relationships amongst interested persons CERTAIN KNOWLEDGEWORKS BOARD MEMBERS ARE ALSO MEMBERS OF THE BOARDS OF CERTAIN KNOWLEDGEWORKS AFFILIATES. THESE OVERLAPPING BOARD MEMBERSHIPS CONSTITUTE A BUSINESS RELATIONSHIP AS DEFINED BY FORM 990 INSTRUCTIONS. - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body AFTER COMPLETION BY THE PREPARER, THE DRAFT FORM 990 IS REVIEWED BY THE ACCOUNTING DIRECTOR AND THE EVP/COO. 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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, Line 15b Process to establish compensation of other employees 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, Line 19 Required documents available to the public THE CONSOLIDATED FINANCIAL STATEMENTS OF KNOWLEDGEWORKS FOUNDATION AND ITS SUBSIDIARIES ARE AVAILABLE ON THE KNOWLEDGEWORKS FOUNDATION WEBSITE. KNOWLEDGEWORKS FOUNDATION'S FORM 990 IS ALSO AVAILABLE ON ITS OWN WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees BUSINESS CONSULTANTS - Total Expense: 144400, Program Service Expense: 0, Management and General Expenses: 144400, Fundraising Expenses: 0; MARKETING & COMMUNICATIONS - Total Expense: 40161, Program Service Expense: 34874, Management and General Expenses: 5287, Fundraising Expenses: 0; NETWORK CONSULTING - Total Expense: 64537, Program Service Expense: 64537, Management and General Expenses: 0, Fundraising Expenses: 0; PAYROLL, COMP & BENEFITS - Total Expense: 160272, Program Service Expense: 105842, Management and General Expenses: 54430, Fundraising Expenses: 0; HR, TRAINING & DEVELOPMENT - Total Expense: 13100, Program Service Expense: 0, Management and General Expenses: 13100, Fundraising Expenses: 0; TECHNOLOGY - Total Expense: 17174, Program Service Expense: 0, Management and General Expenses: 17174, Fundraising Expenses: 0; POLICY & ADVOCACY - Total Expense: 291208, Program Service Expense: 291208, Management and General Expenses: 0, Fundraising Expenses: 0; TEACHING & LEARNING CONSULTANTS - Total Expense: 755511, Program Service Expense: 755511, Management and General Expenses: 0, Fundraising Expenses: 0; STRATEGIC FORESIGHT - Total Expense: 341783, Program Service Expense: 341783, Management and General Expenses: 0, Fundraising Expenses: 0; DATA, RESEARCH & EVALUATION - Total Expense: 1020653, Program Service Expense: 1020653, Management and General Expenses: 0, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER FROM TAX-EXEMPT SUBSIDIARY - KWI - 7066740; 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) 11 KWF true false false false false false false false false false false false true false true false false true false true KWI L 23381 ACTUAL COST KWI N 1681 ALLOCATED COST KWI Q 25015 ACTUAL COST KWI S 7066740 ACTUAL CASH TRF