KNOWLEDGEWORKS FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGEWORKS FOUNDATION (EIN 31-1321973)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-04
- IRS object ID
- 202221249349301447
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T11:38:31-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 3000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311321973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOWLEDGEWORKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLY BRINKMAN | InCareOfNm |
| Business Name Control | KNOW | BusinessNameControlTxt |
| Phone | 5139294777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET Suite 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BRINKMAN | PersonNm |
| Person Title | VP - COO & TREASURER | PersonTitleTxt |
| Phone | 5139294777 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | BRINKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOLLY BRINKMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,717,304 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KNOWLEDGEWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,779,761 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,205,276 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,915,069 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,150,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,490 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,078 | PYOtherRevenueAmt |
| CY Other Revenue | $351,048 | CYOtherRevenueAmt |
| PY Total Revenue | $6,852,398 | PYTotalRevenueAmt |
| CY Total Revenue | $7,717,304 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,218,128 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,138,381 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,612,365 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,836,755 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $41,640 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,210 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $281,305 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,265,834 | PYOtherExpensesAmt |
| CY Other Expenses | $4,029,645 | CYOtherExpensesAmt |
| PY Total Expenses | $17,137,967 | PYTotalExpensesAmt |
| CY Total Expenses | $12,007,991 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,285,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,290,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,319,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,010,195 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,975,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,855,527 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,343,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,154,668 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | At KnowledgeWorks, our vision is that every student experiences meaningful personalized learning that enables them to thrive in college, career and civic life. By advancing innovative education approaches and aligned policies, KnowledgeWorks activates and develops the capacity of communities and educators to imagine, build and sustain vibrant learning ecosystems that allow each student to thrive. 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 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 communities to grow a system-wide approach to sustain student-centered practices so that every child graduates ready for what's next. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,787,276 | ExpenseAmt |
| Revenue | $1,123,432 | RevenueAmt |
| Desc | KW IN SCHOOLS: SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,684,749 | ExpenseAmt |
| Grant | $538,033 | GrantAmt |
| Revenue | $115,949 | RevenueAmt |
| Desc | POLICY & ADVOCACY: SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,014,437 | ExpenseAmt |
| Grant | $550,614 | GrantAmt |
| Revenue | $147,942 | RevenueAmt |
| Desc | IMPACT AND IMPROVEMENT: SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,922,425 | ExpenseAmt |
| Grant | $49,734 | GrantAmt |
| Revenue | $763,472 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,922,425 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $49,734 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $763,472 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,408,887 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BRINKMAN | PersonNm |
| Phone | 5139294777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES AMBROSE | ||||||||||
| PRES & CEO - TERM END 3/2021 | 39.0 | 1.0 | Yes (X) | Yes (X) | $366,943 | $0 | $40,186 | |||
| HOLLY BRINKMAN | ||||||||||
| INTERIM PRES & CEO -BEG 3/2021 | 37.0 | 3.0 | Yes (X) | $236,600 | $0 | $40,942 | ||||
| MATTHEW WILLIAMS | ||||||||||
| EVP & CHIEF STRATEGY OFFICER | 39.0 | 1.0 | Yes (X) | $239,501 | $0 | $36,603 | ||||
| MICHAEL DIMAGGIO | ||||||||||
| VP PTRSHPS & DEV | 40.0 | 0.0 | $238,817 | $0 | $21,822 | Yes (X) | ||||
| VIRGEL HAMMONDS | ||||||||||
| CHIEF LEARNING OFFICER | 40.0 | 0.0 | $231,121 | $0 | $12,798 | Yes (X) | ||||
| BYRON WHITE | ||||||||||
| VP/EXEC DIR STRIVEPARTNERSHIP | 40.0 | 0.0 | $219,869 | $0 | $14,359 | Yes (X) | ||||
| LILLIAN PACE | ||||||||||
| VP, POLICY & ADVOCACY | 40.0 | 0.0 | $211,154 | $0 | $10,617 | Yes (X) | ||||
| REBECCA WOLFE | ||||||||||
| VP, IMPACT & IMPROVEMENT | 40.0 | 0.0 | $180,150 | $0 | $37,077 | Yes (X) | ||||
| KATHERINE PRINCE | ||||||||||
| VP STRATEGIC FORESIGHT | 40.0 | 0.0 | $175,624 | $0 | $20,910 | Yes (X) | ||||
| KATE WESTRICH | ||||||||||
| VP, MKT & COMMS | 40.0 | 0.0 | $166,252 | $0 | $8,720 | Yes (X) | ||||
| STEPHEN MYERS | ||||||||||
| SR DIR, INFO TECHNOLOGY | 40.0 | 0.0 | $155,844 | $0 | $17,512 | Yes (X) | ||||
| JOHN DEAN | ||||||||||
| FORMER DIRECTOR | 2.0 | 0.0 | $86,761 | $0 | $0 | Yes (X) | ||||
| JOSEPH P TOMAIN | ||||||||||
| FORMER DIRECTOR | 2.0 | 0.0 | $67,904 | $0 | $0 | Yes (X) | ||||
| LIZZETTE GONZALEZ REYNOLDS | ||||||||||
| CHAIR OF THE BOARD | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EILEEN RUDDEN | ||||||||||
| VICE CHAIR OF THE BOARD | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SEAN DECATUR | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RENEE FOSTER | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS FRY | ||||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LUCIE LAPOVSKY | ||||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LILLIAN LOWERY | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBYN MINTER SMYERS | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDA SHUM | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TONY SMITH | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BECKY VAN DER BOGERT | ||||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR YOUNG | ||||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,576,540 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,546 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTED | |||||
| 4665 LAMPSON AVENUE | LOS ALAMITOS | CA | 90720 | DATA ANALYTICS | $315,965 |
| FROST BROWN TODD | |||||
| 301 EAST 4TH ST SUITE 3300 | CINCINNATI | OH | 45202 | LEGAL SERVICES | $176,214 |
| CARL LAWRENCE | |||||
| 120 E FREEDOM WAY | CINCINNATI | OH | 45202 | DATA ANALYTICS | $140,000 |
| HYPERX MEDIA | |||||
| 1935 EAST VINE STREET STE 350 | SALT LAKE CITY | UT | 84121 | WEBSITE REDESIGN | $114,580 |
| BAMBECK VEST | |||||
| 49 EAST FOURTH STREET | CINCINNATI | OH | 45202 | OFFICE BUILDOUT | $392,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,205,276 | AllOtherContributionsAmt |
| Total Contributions | $5,205,276 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON STUDENT LOANS | 611710 | $704,716 | $704,716 |
| Fees for Service | 611710 | $1,371,169 | $1,371,169 |
| KWI Admin Fees | 611710 | $74,910 | $74,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,150,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,185 | TotalRevenueColumnAmt |
| Exclusion | $10,185 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE TERMINATION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $351,048 | TotalRevenueColumnAmt |
| Exclusion | $351,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $351,048 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,717,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,150,795 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $361,233 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,381 | TotalAmt |
| Program Services | $1,138,381 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,843,733 | TotalAmt |
| Program Services | $1,221,700 | ProgramServicesAmt |
| Management And General | $541,084 | ManagementAndGeneralAmt |
| Fundraising | $80,949 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035,679 | TotalAmt |
| Program Services | $1,792,090 | ProgramServicesAmt |
| Management And General | $2,085,377 | ManagementAndGeneralAmt |
| Fundraising | $158,212 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,030 | TotalAmt |
| Program Services | $78,115 | ProgramServicesAmt |
| Management And General | $59,263 | ManagementAndGeneralAmt |
| Fundraising | $6,652 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,011 | TotalAmt |
| Program Services | $229,499 | ProgramServicesAmt |
| Management And General | $171,173 | ManagementAndGeneralAmt |
| Fundraising | $15,339 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,302 | TotalAmt |
| Program Services | $216,884 | ProgramServicesAmt |
| Management And General | $163,475 | ManagementAndGeneralAmt |
| Fundraising | $16,943 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,487 | TotalAmt |
| Program Services | $127,487 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,227 | TotalAmt |
| Management And General | $256,227 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,462 | TotalAmt |
| Program Services | $2,486 | ProgramServicesAmt |
| Management And General | $108,976 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,210 | TotalAmt |
| Fundraising | $3,210 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,484,993 | TotalAmt |
| Program Services | $1,066,828 | ProgramServicesAmt |
| Management And General | $418,165 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,750 | TotalAmt |
| Program Services | $108,529 | ProgramServicesAmt |
| Management And General | $43,221 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,640 | TotalAmt |
| Program Services | $110,638 | ProgramServicesAmt |
| Management And General | $52,002 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,458 | TotalAmt |
| Program Services | $198,333 | ProgramServicesAmt |
| Management And General | $75,125 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,121 | TotalAmt |
| Program Services | $162,457 | ProgramServicesAmt |
| Management And General | $189,664 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043 | TotalAmt |
| Program Services | $8,006 | ProgramServicesAmt |
| Management And General | -$4,963 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,074 | TotalAmt |
| Program Services | $68,088 | ProgramServicesAmt |
| Management And General | $1,986 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,341 | TotalAmt |
| Program Services | $190,341 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,165 | TotalAmt |
| Management And General | $84,165 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,463 | TotalAmt |
| Program Services | $82,984 | ProgramServicesAmt |
| Management And General | $56,479 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STUDENT LOAN SERVICING FEES | $89,840 | $89,840 |
| STUDENT LOAN TRUSTEE & ADMIN | $97,173 | $97,173 |
| STUDENT LOAN AMORT. EXPENSE | $175,402 | $175,402 |
| STUDENT LOAN REBATE FEES | $222,232 | $222,232 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,774 | TotalAmt |
| Program Services | $21,394 | ProgramServicesAmt |
| Management And General | $16,380 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,007,991 | TotalAmt |
| Program Services | $7,408,887 | ProgramServicesAmt |
| Management And General | $4,317,799 | ManagementAndGeneralAmt |
| Fundraising | $281,305 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,031,848 | BOYAmt |
| EOY | $4,161,299 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,405 | BOYAmt |
| EOY | $706,322 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,049,395 | BOYAmt |
| EOY | $3,400,037 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,528 | BOYAmt |
| EOY | $302,026 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,871 | BOYAmt |
| EOY | $205,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $575,692 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $314,547 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,632 | BOYAmt |
| EOY | $261,145 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,980 | BOYAmt |
| EOY | $2,810,806 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,023,774 | BOYAmt |
| EOY | $19,898,952 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,605 | BOYAmt |
| EOY | $2,263,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,319,038 | BOYAmt |
| EOY | $34,010,195 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,692,999 | BOYAmt |
| EOY | $1,847,306 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,781 | BOYAmt |
| EOY | $406,043 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,763,657 | BOYAmt |
| EOY | $14,043,072 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,181,459 | BOYAmt |
| EOY | $9,559,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,975,896 | BOYAmt |
| EOY | $25,855,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,014,138 | BOYAmt |
| EOY | $549,386 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,357,280 | BOYAmt |
| EOY | $7,605,282 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,343,142 | BOYAmt |
| EOY | $8,154,668 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,319,038 | BOYAmt |
| EOY | $34,010,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,290,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,047 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,078,166 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,450,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,062,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,480,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,520,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,031,798 | CurrentTaxYearAmt |
| Total | $72,545,504 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,787,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,838,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,676,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,915,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,150,795 | CurrentTaxYearAmt |
| Total | $14,369,398 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,238,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,901,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,157,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,435,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,182,593 | CurrentTaxYearAmt |
| Total | $86,914,902 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,224,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,640,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,148,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,973,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,151,432 | CurrentTaxYearAmt |
| Total | $45,137,248 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $390,588 | CurrentTaxYearAmt |
| Total | $1,143,277 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,368,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,687,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,148,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,534,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,542,020 | CurrentTaxYearAmt |
| Total | $46,280,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,634,377 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,185 | CurrentTaxYearAmt |
| Total | $277,744 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,185 | CurrentTaxYearAmt |
| Total | $277,744 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,048 | CurrentTaxYearAmt |
| Total | $1,002,517 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,508,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,191,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,364,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,586,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,543,826 | CurrentTaxYearAmt |
| Total | $88,195,163 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.46073 | PublicSupportCY509Pct |
| Public Support PY509 | 0.45929 | PublicSupportPY509Pct |
| Investment Income CY | 0.00315 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00297 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | EXPLANATION OF OTHER INCOME: SECURITIES LITIGATION INCOME NFP SERVICING FEE INCOME LEASE TERMINATION | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,358 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,358 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,380,529 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,408,887 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $520,444 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,111 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $585,872 | CurrentYearMinus3Amt |
| Current Year Minus2 | $636,080 | CurrentYearMinus2Amt |
| Current Year Minus1 | $820,221 | CurrentYearMinus1Amt |
| Current Year | $520,444 | CurrentYearAmt |
| Total | $2,562,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,843,926 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $37,568 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,965 | CurrentYearMinus2Amt |
| Current Year Minus1 | $29,320 | CurrentYearMinus1Amt |
| Current Year | $28,358 | CurrentYearAmt |
| Total | $126,211 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $146,468 | CurrentYearMinus3Amt |
| Current Year Minus2 | $159,020 | CurrentYearMinus2Amt |
| Current Year Minus1 | $205,055 | CurrentYearMinus1Amt |
| Current Year | $130,111 | CurrentYearAmt |
| Total | $640,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $960,981 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A and I-B | FormAndLineReferenceDesc |
| Explanation | THESE SECTIONS ARE APPLICABLE" AS KNOWLEDGEWORKS FOUNDATION DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS), ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $410 | DepreciationAmt |
| Book Value | $4,360 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,102 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,620 | DepreciationAmt |
| Book Value | $137,482 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $345,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,517 | DepreciationAmt |
| Book Value | $119,303 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $261,145 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACQUISITION COSTS | Desc |
| Book Value | $19,898,952 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $19,898,952 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INT RECEIVABLE STUDENT LOANS | $927,231 |
| INT RECEIVABLE ON INVESTMENTS | $974 |
| RIGHT OF USE ASSETS | $1,335,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,263,868 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST PAYABLE | $16,212 |
| STUDENT LOAN PROGRAM RESIDUAL | $8,304,634 |
| OPERATING LEASE LIABILITIES | $1,238,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,559,106 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FEDERAL INCOME TAX 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVING THE DREAM | |||||||
| 8484 GEORGIA AVE | SILVER SPRING | MD | 20910 | 271635830 | 501(C)(3) | $66,000 | HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES |
| CAST INC | |||||||
| 200 HARVARD MILL | WAKEFIELD | MA | 018803233 | 222746879 | 501(C)(3) | $6,750 | SUPPORT YOUTH ACTION RESEARCHERS AT INTERSECTION |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNADALE ON HUDSON | NY | 12504 | 141713034 | 501(C)(3) | $69,000 | HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES |
| CHILDREN'S DEFENSE FUND - OHIO | |||||||
| 395 E BROAD ST STE 330 | COLUMBUS | OH | 43215 | 520895622 | 501(C)(3) | $35,550 | SUPPORT AND IMPLEMENT WHOLE CHILD POLICIES IN OH |
| EVERY CHILD SUCCEEDS | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | 311628467 | 501(C)(3) | $15,000 | POSITIVE PARENTING AND EARLY CHILDHOOD DEVELOPMENT |
| HIGH TECH HIGH GRADUATE SCHOOL OF EDUCATION | |||||||
| 2861 WOMBLE ROAD | SAN DIEGO | CA | 92106 | 270716971 | 501(C)(3) | $60,000 | RESEARCH COLLABORATIVE CYCLE STUDY |
| JOBS FOR THE FUTURE | |||||||
| 50 MILK ST FLOOR 17 | BOSTON | MA | 02109 | 061164568 | 501(C)(3) | $142,000 | HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES |
| THE MAYERSON ACADEMY FOR HUMAN RESOURCE DEV | |||||||
| 700 W PETE ROSE WAY | CINCINNATI | OH | 45203 | 311366582 | 501(C)(3) | $10,000 | BUILDING A STRONG CINCINNATI |
| METROPOLITAN REGIONAL CAREER & TECH CENTER | |||||||
| 325 PUBLIC ST | PROVIDENCE | RI | 029052340 | 061492961 | 501(C)(3) | $25,000 | SUPPORT YOUTH ACTION RESEARCHERS AT INTERSECTION |
| MIDDLE COLLEGE NATIONAL CONSORTIUM | |||||||
| 100 BANK ST STE 3D | NEW YORK | NY | 10014 | 043608107 | 501(C)(3) | $49,000 | HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES |
| NATIONAL ALLIANCE OF CONCURRENT ENROLLMENT PRNSHP | |||||||
| PO BOX 578 | CHAPEL HILL | NC | 27514 | 161609101 | 501(C)(3) | $121,000 | HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES |
| NATIONAL CAREER TECHNICAL EDUCATION FDN | |||||||
| 8484 GEORGIA AVE | SILVER SPRING | MD | 20910 | 731086246 | 501(C)(3) | $73,000 | HIGH-QUALITY COLLEGE IN HIGH SCHOOL EXPERIENCES |
| NEW YORK UNIVERSITY | |||||||
| PO BOX 5166 | NEW YORK | NY | 10087 | 135562308 | 501(C)(3) | $60,000 | RESEARCH COLLABORATIVE CYCLE STUDY |
| NORTHERN KENTUCKY CHAMBER OF COMMERCE | |||||||
| PO BOX 17416 | FORT MITCHELL | KY | 41017 | 611334712 | 501(C)(3) | $7,500 | GROW NORTHERN KY TALENT HUB |
| RESEARCH FOR ACTION | |||||||
| 100 S BROAD ST | PHILADELPHIA | PA | 19110 | 232710950 | 501(C)(3) | $80,000 | ANALYSIS OF PERSONALIZED, COMPETENCY-BASED LEARN. |
| RHODE ISLAND COLLEGE FOUNDATION | |||||||
| 600 MOUNT PLEASANT | PROVIDENCE | RI | 02908 | 056049721 | 501(C)(3) | $7,000 | SUPPORT YOUTH ACTION RESEARCHERS AT INTERSECTION |
| ROGER WILLIAMS UNIVERSITY | |||||||
| ONE OLD FERRY ROAD | BRISTOL | FL | 02809 | 050277222 | 501(C)(3) | $30,220 | SUPPORT YOUTH ACTION RESEARCHERS AT INTERSECTION |
| ROWAN UNIVERSITY | |||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | 222482802 | 501(C)(3) | $60,000 | RESEARCH COLLABORATIVE CYCLE STUDY |
| SUMMIT EDUCATION INITIATIVE | |||||||
| 120 E MILL ST STE 300 | AKRON | OH | 44308 | 341843220 | 501(C)(3) | $50,000 | SUPPORT AND IMPLEMENT WHOLE CHILD POLICIES IN OH |
| THE RILEY INSTITUTE AT FURMAN UNIVERSITY | |||||||
| 3000 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | 570314395 | 501(C)(3) | $21,644 | PERSONALIZED, COMPETENCY-BASED LEARN. MICRO-STUDY |
| WESTED | |||||||
| 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | 943233542 | 501(C)(3) | $200,000 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | KNOWLEDGEWORKS MAINTAINS A SYSTEM OF RECORDS ON GRANTMAKING THAT INCLUDES: DATE OF REQUEST, ELIGIBILITY OF GRANTEE, CONTACT INFORMATION, DATE GRANT WAS AWARDED, GRANT PURPOSE, GRANT BUDGET, ELECTRONIC COPY OF EXECUTED GRANT AGREEMENT AND REQUIRED REPORTING. THE GRANTS MANAGER PROVIDES PERIODIC REPORTING TO PROGRAM DIRECTORS AND FOLLOWS UP WHEN REQUIRED REPORTING IS DUE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES AMBROSE | |||||||||||||
| PRES & CEO - TERM END 3/2021 | $361,770 | $0 | $0 | $0 | $5,173 | $0 | $14,250 | $0 | $25,936 | $0 | $407,129 | $0 | |
| HOLLY BRINKMAN | |||||||||||||
| INTERIM PRES & CEO -BEG 3/2021 | $233,806 | $0 | $0 | $0 | $2,794 | $0 | $12,392 | $0 | $28,550 | $0 | $277,542 | $0 | |
| MATTHEW WILLIAMS | |||||||||||||
| EVP & CHIEF STRATEGY OFFICER | $236,898 | $0 | $0 | $0 | $2,603 | $0 | $12,333 | $0 | $24,270 | $0 | $276,104 | $0 | |
| JOHN DEAN | |||||||||||||
| FORMER DIRECTOR | $86,761 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $86,761 | $0 | $86,761 |
| JOSEPH P TOMAIN | |||||||||||||
| FORMER DIRECTOR | $67,904 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $67,904 | $0 | $67,904 |
| MICHAEL DIMAGGIO | |||||||||||||
| VP PTRSHPS & DEV | $235,829 | $0 | $0 | $0 | $2,988 | $0 | $11,993 | $0 | $9,829 | $0 | $260,639 | $0 | |
| BYRON WHITE | |||||||||||||
| VP/EXEC DIR STRIVEPARTNERSHIP | $112,425 | $0 | $0 | $0 | $107,444 | $0 | $6,173 | $0 | $8,186 | $0 | $234,228 | $0 | |
| KATHERINE PRINCE | |||||||||||||
| VP STRATEGIC FORESIGHT | $172,980 | $0 | $0 | $0 | $2,644 | $0 | $8,957 | $0 | $11,953 | $0 | $196,534 | $0 | |
| KATE WESTRICH | |||||||||||||
| VP, MKT & COMMS | $165,914 | $0 | $0 | $0 | $338 | $0 | $8,308 | $0 | $412 | $0 | $174,972 | $0 | |
| STEPHEN MYERS | |||||||||||||
| SR DIR, INFO TECHNOLOGY | $153,544 | $0 | $0 | $0 | $2,300 | $0 | $7,858 | $0 | $9,654 | $0 | $173,356 | $0 | |
| VIRGEL HAMMONDS | |||||||||||||
| CHIEF LEARNING OFFICER | $228,824 | $0 | $0 | $0 | $2,297 | $0 | $11,497 | $0 | $1,301 | $0 | $243,919 | $0 | |
| LILLIAN PACE | |||||||||||||
| VP, POLICY & ADVOCACY | $208,909 | $0 | $0 | $0 | $2,245 | $0 | $10,445 | $0 | $172 | $0 | $221,771 | $0 | |
| REBECCA WOLFE | |||||||||||||
| VP, IMPACT & IMPROVEMENT | $177,756 | $0 | $0 | $0 | $2,394 | $0 | $9,554 | $0 | $27,523 | $0 | $217,227 | $0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4C | FormAndLineReferenceDesc |
| Explanation | PAYMENTS TO BYRON WHITE WERE MADE UNDER THE TERMS OF A NEGOTIATED SEPARATION AGREEMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (22 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | Description of Organization Mission By delivering innovative education approaches and advancing aligned policies, KnowledgeWorks activates and develops the capacity of communities and educators to imagine, build and sustain vibrant learning ecosystems that allow each student to thrive. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS - KNOWLEDGEWORKS IN SCHOOLS KnowledgeWorks has established partnerships with more than 80 school districts and state education agencies across 9 states on transforming their system from a traditional, factory model system to one that is personalized and competency-based. These districts span the country and are diverse in size, racial demographics and socioeconomic background. Additionally, KnowledgeWorks engages with state education agencies across the country to identify and remove policy barriers, enabling greater flexibility and smoother transitions for districts working to implement personalized, competency-based learning. In FY2021, 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. This includes partnerships with the Utah State Board of Education and Utah educators to support the development of competencies and rubrics aligned to the state's Portrait of a Graduate. In South Carolina, KnowledgeWorks has partnered with the Department of Education to support a statewide network of schools and districts implementing personalized, competency-based learning. This statewide partnership has led to 15 districts in FY2018, 40 districts in FY2019, 55 districts in FY2020, and 65 districts in FY2021 joining the growing community working to advance personalized, competency-based learning across the state. This represents a commitment from over 75 of South Carolina's districts. KnowledgeWorks began working with the North Dakota Department of Public Instruction through support of several districts as they developed portraits of a graduate and designed aligned competencies. This work has 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 a competency-based graduation pathway. KnowledgeWorks is also partnering with the Ohio Department of Education to build staff capacity to implement personalized, whole-child approaches aligned with the state's strategic plan. Having facilitated Nevada's Blue-Ribbon Commission for a Globally Prepared Nevada, KnowledgeWorks began providing support to the Nevada Department of Education staff as they launch a statewide personalized, competency-based learning network. In FY2021, KnowledgeWorks served 28 districts spanning from Anchorage, Alaska, south to Odessa, Texas, and east to Charleston, South Carolina. These 20 districts are as small as a few hundred students to as a large as 320,000 students, but all are committed to redesigning the learning infrastructure to being more equitable, inclusive, and personalized for each child and family they serve. |
| FORM 990, PART III, LINE 4B | Program Service Accomplishments - Policy & Advocacy In fY2021, the Policy and Advocacy Team published 21 resources, including blog posts on the impact of the COVID-19 pandemic on K-12 education, resources related to the presidential election and new administration, responses to federal requests for language and recommendations, resources to advance personalized learning policies and some state-specific resources. Members of the team also facilitated workshops or learning experiences for partners and presented to policy audiences through state-specific presentations and more general audiences. The Policy and Advocacy Team also supported audiences in making tangible steps toward policy change in several states, including North Dakota, Pennsylvania, Minnesota, Michigan, Ohio, Nevada, Georgia, South Carolina and Arizona, in areas such as personalized learning, assessment, college in high school programs and whole child. Much of this work was funded through grants and fee-for-service contracts. Finally, notable examples of full adoption of our work and ideas occurred at the federal level through the U.S. Department of Education and in North Dakota, Arizona, and Nevada. |
| FORM 990, PART III, LINE 4C | Program Service Accomplishments - Impact & Improvement In FY2021, the Impact and Improvement team continued formative data collection in North Dakota (including qualitative data from interviews, focus groups, and classroom walkthroughs as well as quantitative data from over 7,000 survey responses); shared interim findings, site visit memos, and made collective interpretations with our four district partners and the data fellow team; and began forming the plan for the summative data collection with partners. We gathered close to 3,000 baseline surveys in Arizona and launched a study of three early implementer districts in South Carolina. With a grant from new funder Leon Lowenstein Foundation, we launched a cross-state analysis of the personalized, competency-based systems transformation in four states (AZ, ND, NV, SC). We closed out the Student-Centered Learning Research Collaborative with the release and dissemination of reports and web resources from four research-practice projects and 10 youth researchers. We completed the process to develop a narrative for our Theory of Change and finished a first draft of the visual. We also developed and refined our approach to state impact assessments, reporting data dashboards, and continuous improvement supports to track and improve our impact for and with various audiences. The Impact and Improvement staff were invited speakers at the Leon Lowenstein Foundation's Personalized Learning Research grantee meeting and an Aurora Institute webinar, hosted a capstone event for the 10 youth researchers attended by over 70 people, and served on the advisory board of the Christensen Institute's Canopy Project. In partnership with CCSSO, we finished and released the equity-focused revision of the "Educator Competencies for Personalized, Learner-Centered Environments" which has comprised of over 13 of all web traffic to StudentsattheCenterHub.org. Including close to 4,500 visitors and 485 downloads of paper and toolkit. Collectively, the team published over 20 blogs on personalized, competency-based learning, research, and equity by staff and research partners; created 7 videos; gave 10 presentations; and was mentioned in the Hechinger Report and Aurora Institute's newsletters and research round-ups. |
| 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 Envisioning Human-Centered Learning Systems, which explored what would happen if education systems put a comprehensive view of human development at the center, and Education in the Balance: Tensions Affecting Education's Futures, which applied a strategic foresight perspective to issues arising from the COVID-19 pandemic and the current racial justice uprising. In addition, KnowledgeWorks partnered with Remake Learning to publish Remaking Tomorrow: Learning in a Post-Pandemic Future. KnowledgeWorks' strategic foresight team continued to give presentations and to design and facilitate workshops and webinars based on these and earlier publications. Conferences included the Council of State Science Supervisors Virtual Conference 2020, Grantmakers for Education's annual conference, NACEP Connect 2020 and Philanthropy Forward '20. In addition, KnowledgeWorks created engagements for Howard Community College, the Kansas Children's Cabinet, the Pennsylvania Statewide STEM Ecosystem, Transform SC, the Waters Center for Systems Thinking and an XPrize webinar on rapid reskilling and the future of work, among others. KnowledgeWorks also participated on CoSN's Driving K-12 Innovation Advisory Board and made multiple contributions to the Greater Pittsburgh region's Tomorrow campaign. KnowledgeWorks secured funding from The Grable Foundation to create several assets for the second year of that campaign and also renewed a partnership with Capita, a non-profit organization, to create content related to early childhood futures. In addition, KnowledgeWorks published a variety of articles related to education and early childhood futures on other organizations' platforms, with an emphasis on promoting ideas from its 2020 guidebook on applying systems thinking to education. Grant-making The Grant making program provided approximately $1.1 million in grants and contributions to 61 organizations. Student Lending Programs KnowledgeWorks served approximately 1,200 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. |
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS PRESIDENT AND CEO CHANGED FROM VOTING MEMBER OF THE BOARD OF DIRECTORS TO AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. |
| 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 MAY 2021 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 (145,653) AMORTIZATION OF DISCOUNT ON STUDENT LOANS 397,297 TRANSFER FROM TAX-EXEMPT SUBSIDIARY - KWI 7,826,522 TOTAL TO FORM 990, PART XI, LINE 9 8,078,166 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BUSINESS CONSULTANTS TOTAL FEES:54187 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MARKETING & COMMUNICATIONS TOTAL FEES:107030 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PAYROLL, COMP & BENEFITS TOTAL FEES:104219 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:HR, TRAINING & DEVELOPMENT TOTAL FEES:135902 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TECHNOLOGY TOTAL FEES:26540 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:POLICY & ADVOCACY TOTAL FEES:215388 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DATA, RESEARCH & EVALUATION TOTAL FEES:358783 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEACHING & LEARNING CONSULT TOTAL FEES:405869 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:STRATEGIC FORESIGHT TOTAL FEES:77075 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| STRIVEPARTNERSHIP LLC | ||||||||
| 312 PLUM STREET SUITE 950 | CINCINNATI | OH | 45202 | 812523349 | EDUCATION | OH | $7,500 | KF |
| KWSL LLC | ||||||||
| 312 PLUM STREET SUITE 950 | CINCINNATI | OH | 45202 | 510560916 | STD LENDING | OH | KF | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PLUM STREET SUITE 950 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311776354 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KWI | ||
| L | $12,454 | ACTUAL COST |
| KWI | ||
| N | $1,163 | ALLOCATED COST |
| KWI | ||
| Q | $62,456 | ACTUAL COST |
| KWI | ||
| S | $7,826,522 | ACTUAL CASH TRF |