KNOWLEDGEWORKS FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGEWORKS FOUNDATION (EIN 31-1321973)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-11
- IRS object ID
- 201921339349301027
- Schema version
- 2017v2.3
- 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 | 2019-05-11T23:16:42-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311321973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KnowledgeWorks Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOW | BusinessNameControlTxt |
| Phone | 5139294777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street No 200 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William L McNeese | PersonNm |
| Person Title | COO & VP of Finance | PersonTitleTxt |
| Phone | 5139294777 | PhoneNum |
| Signature | 2019-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Lyons | PreparerPersonNm |
| PTIN | P01487105 | PTIN |
| Phone | 5137847100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 183.83.70.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-11 | IPDt |
| IP Tm | 12:44:01 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CD1A1D40930B04DF96BE552FA09553853CDB45C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76FF2A6BB2396675DA7FC3BECCB7F23E28595D91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Charles Ambrose | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street No 200 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,884,073 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.knowledgeworks.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,097 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,327,202 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,539,567 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,787,735 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,838,954 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,077 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,701 | CYInvestmentIncomeAmt |
| PY Other Revenue | $224,164 | PYOtherRevenueAmt |
| CY Other Revenue | $202,890 | CYOtherRevenueAmt |
| PY Total Revenue | $13,389,178 | PYTotalRevenueAmt |
| CY Total Revenue | $5,671,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,151,335 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $540,138 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,926,330 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,998,774 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $378,804 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,339,264 | PYOtherExpensesAmt |
| CY Other Expenses | $6,286,953 | CYOtherExpensesAmt |
| PY Total Expenses | $27,416,929 | PYTotalExpensesAmt |
| CY Total Expenses | $13,825,865 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,027,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,154,753 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,162,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,292,997 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,769,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,604,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,393,424 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,688,905 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Through our portfolio of school and community approaches, we provide innovative tools, training and assistance to school leaders, teachers and community stakeholders. - We change the way teaching and learning happens in our schools through early college high schools and personalized, competency-based education. We work to develop and help administrators and teachers implement innovative and more effective learning environments.- We educate legislators, policy makers, educators, business leaders and the community at large on future trends in teaching and learning, on the need for change, on potential policies to adopt, and on the mechanisms needed to implement these ideas. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,549,693 | ExpenseAmt |
| Revenue | $1,183,082 | RevenueAmt |
| Desc | KW in Schools:From its inception, KnowledgeWorks has focused on creating personalized learning environments that engage students and help each individual thrive in college, career and civic life. Five years ago, KnowledgeWorks entered the national conversation about personalized, competency-based learning (PCBL) behind a concentration of thoughtful policy briefs focused on federal policy reform, aligned advocacy, and partner engagement. This body of work, combined with over 15 years of on-the-ground experience in innovative school design, implementation, continuous improvement and collective impact, quickly established KnowledgeWorks as a thought leader and trusted resource for policymakers and other organizations launching statewide and local PCBL initiatives. These leaders are now turning to KnowledgeWorks for support bringing to life the PCBL communities that their policies have enabled. As a result, in FY2018 KnowledgeWorks continued to move from policy to practice in the PCBL space. The Organization continued to implement its professional development and technical assistance approach in approximately 25 districts across the country. In addition, KnowledgeWorks began a partnership with the North Dakota Department of Public instruction to implement and scale PCBL in the state, consistent with NDDPI Choice Ready vision. By the close of FY2018, the KW in Schools team was working on implementation projects in Colorado, Michigan, Ohio, South Carolina, Minnesota, Maine, and Connecticut suggesting strong demand for personalized learning and PCBL services in FY2019 and beyond. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,980,115 | ExpenseAmt |
| Grant | $397,040 | GrantAmt |
| Revenue | $34,778 | RevenueAmt |
| Desc | Strive Partnership:During FY2018, StrivePartnership continued to deliver work as a designated Talent Hub supported by a 3-year grant from the Lumina Foundation that is focused on helping 1,400 local single mothers pursue a post-secondary credential. StrivePartnership also managed a total of 16 cradle to career projects. From those projects, a game called the Dream Game was created to help identify and mobilize undervalued assets in urban core neighborhoods associated with our community deep dive project. StrivePartnership also completed the first two phases of an Ecosystem Inventory Project. Other accomplishments during FY2018 include: the distribution of over 160,000 books to children ages 0-5 through the Imagination Library Project; graduating its 3rd cohort from IMPACTU - an improvement science course for local systems leaders; and the development and maintenance of data dashboards for both Cincinnati and Covington Public School Districts. Through a series of meetings with school, business and community partners, StrivePartnership announced its focus in the upcoming year on improving middle grade math performance in the region and to debut its We Strive commitment to education equity that seeks deeper level of collective impact and a more comprehensive approach that works harder and goes further giving every child every chance for a better education. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,455,828 | ExpenseAmt |
| Revenue | $77,808 | RevenueAmt |
| Desc | Policy & Advocacy:In FY2018, KnowledgeWorks continued to leverage the Every Student Succeeds Act (ESSA) to help states advance their work in personalized learning. The Policy and Advocacy team reviewed ESSA plans for all 50 states and D.C., publishing a map that highlights all personalized learning-related policies in each plan. The team completed the ESSA series with publication of three final resources: an infographic highlighting personalized learning work in state ESSA plans, a paper discussing trends across state ESSA plans and a pdf with the personalized learning content of all state ESSA plans. The policy and advocacy team also helped a number of states advance personalized learning policies ranging from district pilot programs to competency-based graduation requirements in Indiana, Kentucky, Michigan, North Dakota, Ohio, South Carolina, Tennessee and Washington-D.C. These included KnowledgeWorks input both at the legislative and regulatory levels as well as guidance for state education agencies in these states. Finally, the policy team earned grants from the Nellie Mae Education Foundation to conduct a policy scan of the six New England States and to launch a process to build out a more refined approach for KnowledgeWorks advocacy work. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $571,829 | $61,987 | Strategic Foresight:KnowledgeWorks continued to exercise national thought leadership around the future of learning through publications, partnerships, and stakeholder engagements. The strategic foresight team published Shaping the Future of Learning: Higher and Postsecondary Education Strategy Workbook, Shaping the Future of American Public Education: What's Next for Changemakers? and an accompanying infographic, Shaping the Future of Readiness: A Discussion and Facilitation Guide, Leveraging Digital Depth for Responsive Learning Environments: Future Prospects for Wearables, Augmented Reality and Virtual Reality and an accompanying poster. In addition to written publications, the team created two videos: Exploring the Future of Readiness and Reframing Education for the Long Now (produced in partnership with the Long Now Foundation). The team also gave presentations and conducted workshops based on the publications above as well as earlier ones. Additionally, the team engaged in three extended engagement projects: a series of workshops for the Ohio Department of Education to help inform its strategic plan; a series of school district workshops throughout New England funded by the Nellie Mae Education Foundation; and a series of workshops throughout Ohio, funded by the Martha Holden Jennings Foundation, to inform a series of strategy guides. | |
| $485,028 | Partnerships, Development & Grant-making:The Grant making program provided $540,138 in grants and contributions to 57 organizations. | $143,098 | |
| $1,674,955 | $1,683,971 | Student Lending Programs:KnowledgeWorks served approximately 2,100 students during the fiscal year through its student lending programs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,731,812 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $143,098 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,745,958 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,717,448 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holly Brinkman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5139291141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One West Fourth Street Suite 200 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023634 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Steven Minter | |||||||||
| Chair of the Board | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lucie Lapovsky | |||||||||
| Vice Chair | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Brown | |||||||||
| Director (Start 8/17/17) | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Dackin | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sean Decatur | |||||||||
| Director (Start 8/17/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Fry | |||||||||
| Director | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lizzette Gonzalez-Reynolds | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Hon Nathaniel R Jones | |||||||||
| Director (End 8/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lillian Lowery | |||||||||
| Director (Start 8/17/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eileen Rudden | |||||||||
| Director | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenda Shum | |||||||||
| Director (Start 8/17/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Victor Young | |||||||||
| Director (Start 8/17/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith A Peppler | |||||||||
| President & CEO | 38.00 | 2.00 | Yes (X) | $388,702 | $0 | $112,175 | Yes (X) | ||
| Catherine Allshouse | |||||||||
| COO (End 1/18) | 40.00 | 0.00 | $230,741 | $0 | $49,632 | Yes (X) | |||
| Holly Brinkman | |||||||||
| VP - CFO & Treasurer | 33.00 | 7.00 | $219,470 | $0 | $53,842 | Yes (X) | |||
| Matt Williams | |||||||||
| COO & VP of Policy | 40.00 | 0.00 | $188,818 | $0 | $45,541 | Yes (X) | |||
| Virgel Hammonds | |||||||||
| Chief Learning Officer | 40.00 | 0.00 | $204,797 | $0 | $46,535 | Yes (X) | |||
| Byron White | |||||||||
| VP & Executive Director, SP | 40.00 | 0.00 | $171,359 | $0 | $38,035 | Yes (X) | |||
| Harold Brown | |||||||||
| Sr Offr Adv of Underserved Lrn | 40.00 | 0.00 | $229,002 | $0 | $15,807 | Yes (X) | |||
| Cris Charbonneau | |||||||||
| VP Marketing & Communications | 40.00 | 0.00 | $211,340 | $0 | $30,646 | Yes (X) | |||
| Deborah Howard | |||||||||
| Sr Director, School Dev | 40.00 | 0.00 | $157,988 | $0 | $2,223 | Yes (X) | |||
| Stephen Myers | |||||||||
| Sr Director, Info Technology | 40.00 | 0.00 | $146,272 | $0 | $24,198 | Yes (X) | |||
| Lillian Pace | |||||||||
| Sr Director, National Policy | 40.00 | 0.00 | $163,627 | $0 | $22,707 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,312,116 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $441,341 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| New Technology Network | |||||
| 1250 Main Street Suite 100 | Napa | CA | 94559 | Educational Coaching & PD | $255,027 |
| Frost Brown Todd LLC | |||||
| 301 E 4th St 3300 | Cincinnati | OH | 45202 | Legal Services | $243,307 |
| The Riley Institute at Furman University | |||||
| 3300 Poinsett Highway | Greenville | SC | 29613 | Educational Services | $223,340 |
| Deloitte & Touche LLP | |||||
| 250 E Fifth Street Suite 1900 | Cincinnati | OH | 45202 | Audit & Accounting Services | $178,500 |
| NEPC LLC | |||||
| 255 State Street | Boston | MA | 02109 | Investment Advisory Services | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,539,567 | AllOtherContributionsAmt |
| Total Contributions | $2,539,567 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Int on Student Loans | 611710 | $1,481,299 | $1,481,299 |
| Fees for Services | 611710 | $1,240,242 | $1,240,242 |
| KWI Admin Fees | 611710 | $117,413 | $117,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,838,954 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,713 | TotalRevenueColumnAmt |
| Exclusion | $87,713 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $214,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $212,961 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,988 | TotalRevenueColumnAmt |
| Exclusion | $1,988 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Servicing Fee Income | 611710 | $202,672 | $202,672 | |
| Securities Litigation | 611710 | $218 | $218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $202,890 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,671,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,041,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $89,919 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,138 | TotalAmt |
| Program Services | $540,138 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,788,536 | TotalAmt |
| Program Services | $1,168,398 | ProgramServicesAmt |
| Management And General | $460,373 | ManagementAndGeneralAmt |
| Fundraising | $159,765 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,075,854 | TotalAmt |
| Program Services | $2,065,798 | ProgramServicesAmt |
| Management And General | $1,842,881 | ManagementAndGeneralAmt |
| Fundraising | $167,175 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,676 | TotalAmt |
| Program Services | $152,440 | ProgramServicesAmt |
| Management And General | $162,539 | ManagementAndGeneralAmt |
| Fundraising | $18,697 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,994 | TotalAmt |
| Program Services | $217,066 | ProgramServicesAmt |
| Management And General | $187,644 | ManagementAndGeneralAmt |
| Fundraising | $16,284 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,714 | TotalAmt |
| Program Services | $208,617 | ProgramServicesAmt |
| Management And General | $154,214 | ManagementAndGeneralAmt |
| Fundraising | $16,883 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,768,751 | TotalAmt |
| Program Services | $1,469,639 | ProgramServicesAmt |
| Management And General | $299,112 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,555 | TotalAmt |
| Program Services | $13,733 | ProgramServicesAmt |
| Management And General | $186,822 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,344 | TotalAmt |
| Program Services | $24,991 | ProgramServicesAmt |
| Management And General | $190,353 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,250 | TotalAmt |
| Program Services | $7,250 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,508 | TotalAmt |
| Program Services | $137,701 | ProgramServicesAmt |
| Management And General | $52,807 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,594 | TotalAmt |
| Program Services | $95,632 | ProgramServicesAmt |
| Management And General | $81,962 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,800 | TotalAmt |
| Program Services | $24,889 | ProgramServicesAmt |
| Management And General | $250,911 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,234 | TotalAmt |
| Program Services | $90,720 | ProgramServicesAmt |
| Management And General | $301,514 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,111 | TotalAmt |
| Program Services | $674,597 | ProgramServicesAmt |
| Management And General | $89,514 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,569 | TotalAmt |
| Program Services | $137,828 | ProgramServicesAmt |
| Management And General | $44,741 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,201 | TotalAmt |
| Program Services | $766,201 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,231 | TotalAmt |
| Program Services | $4,478 | ProgramServicesAmt |
| Management And General | $196,753 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,104 | TotalAmt |
| Management And General | $147,104 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Cons Rebate Fees | $351,088 | $351,088 | |
| Student Loan Amort | $304,576 | $304,576 | |
| Loan Svc/Trustee Fees | $220,508 | $220,508 | |
| Training & Development | $41,536 | $30,503 | $11,033 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,993 | TotalAmt |
| Program Services | $10,657 | ProgramServicesAmt |
| Management And General | $69,336 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,825,865 | TotalAmt |
| Program Services | $8,717,448 | ProgramServicesAmt |
| Management And General | $4,729,613 | ManagementAndGeneralAmt |
| Fundraising | $378,804 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,682,980 | BOYAmt |
| EOY | $3,216,787 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,773 | BOYAmt |
| EOY | $1,192,294 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,880 | BOYAmt |
| EOY | $819,027 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,480 | BOYAmt |
| EOY | $120,723 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,321 | BOYAmt |
| EOY | $286,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,795,771 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,381,369 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,744 | BOYAmt |
| EOY | $414,402 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,191 | BOYAmt |
| EOY | $975,914 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,094,488 | BOYAmt |
| EOY | $30,848,213 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,960 | BOYAmt |
| EOY | $1,419,266 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,162,817 | BOYAmt |
| EOY | $39,292,997 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130,441 | BOYAmt |
| EOY | $3,170,375 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,268 | BOYAmt |
| EOY | $126,733 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,383,834 | BOYAmt |
| EOY | $26,821,235 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,729,850 | BOYAmt |
| EOY | $6,485,749 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,769,393 | BOYAmt |
| EOY | $36,604,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,161,741 | BOYAmt |
| EOY | -$427,437 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,165 | BOYAmt |
| EOY | $3,116,342 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,393,424 | BOYAmt |
| EOY | $2,688,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,162,817 | BOYAmt |
| EOY | $39,292,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,154,753 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,705 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,422,529 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $6,616,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,752,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,190,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,450,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,062,316 | CurrentTaxYearAmt |
| Total | $67,072,576 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,375,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,264,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,684,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,787,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,838,954 | CurrentTaxYearAmt |
| Total | $34,951,705 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,991,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,016,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,875,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,238,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,901,270 | CurrentTaxYearAmt |
| Total | $102,024,281 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,259,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,031,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,312,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,224,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,640,162 | CurrentTaxYearAmt |
| Total | $40,468,409 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $678,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $494,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $876,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,193 | CurrentTaxYearAmt |
| Total | $2,241,654 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,938,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,525,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,189,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,368,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,687,355 | CurrentTaxYearAmt |
| Total | $42,710,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $59,314,218 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,713 | CurrentTaxYearAmt |
| Total | $142,739 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,713 | CurrentTaxYearAmt |
| Total | $142,739 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $275,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,890 | CurrentTaxYearAmt |
| Total | $1,185,515 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,272,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,282,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,097,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,508,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,191,873 | CurrentTaxYearAmt |
| Total | $103,352,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.57390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.62860 | PublicSupportPY509Pct |
| Investment Income CY | 0.00140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Securities Litigation Income NFP Servicing Fee Income | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,568 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,568 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,679,880 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,717,448 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $585,872 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,468 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $881,957 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $585,872 | CurrentYearAmt |
| Total | $2,467,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,701,744 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $44,387 | CurrentYearMinus2Amt |
| Current Year Minus1 | $165,570 | CurrentYearMinus1Amt |
| Current Year | $37,568 | CurrentYearAmt |
| Total | $247,525 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $220,489 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $146,468 | CurrentYearAmt |
| Total | $616,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $925,436 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I-A and I-B | FormAndLineReferenceDesc |
| Explanation | These sections are Not Applicable" as KnowledgeWorks Foundation does not participate in or intervene in (including the publishing or distributing of statements), any political campaign on behalf of (or in opposition to) any candidate for public office. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,328,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,038,866 | DepreciationAmt |
| Book Value | $289,472 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $778,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $708,310 | DepreciationAmt |
| Book Value | $70,661 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $688,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $634,193 | DepreciationAmt |
| Book Value | $54,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $414,402 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Student Loan Receivables, Net of Unamortized Loan Acquisition Costs | Desc |
| Book Value | $30,848,213 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $30,848,213 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Payable | $92,583 |
| Student Loan Program Residual | $6,393,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,485,749 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation has analyzed tax positions taken for filing with the IRS and all state jurisdictions where it operates. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Foundation's financial position, statement of activities, or cash flows. Accordingly, the Foundation has not recorded any reserves or related accruals for interest and penalties for uncertain income tax positions at June 30, 2018 and 2017. In the event interest and penalties accrued on unrecognized tax benefits, the Foundation would recognize such amounts as a component of income tax expense. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Children's Hospital Medical Center | |||||||
| 3333 Burnet Avenue MLC 4900 | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | $400,659 | Support for Reach Out and Read/Imagination Library Program |
| Battelle for Kids | |||||||
| 4525 Trueman Blvd | Columbus | OH | 430262576 | 311781583 | 501(c)(3) | $25,000 | 2018 EdLeader21 Sponsorship |
| The Interalliance of Greater Cincinnati | |||||||
| 10290 Alliance Road | Cincinnati | OH | 45242 | 208444742 | 501(c)(3) | $15,500 | Tech Olympics & Team Sponsorship |
| Education Commission of the States | |||||||
| 700 Broadway Suite 810 | Denver | CO | 802033460 | 310722194 | 501(c)(3) | $15,000 | 2018 National Forum on Education Policy |
| United Way of Greater Cincinnati | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | 310537502 | 501(c)(3) | $13,500 | 2018 Annual Sponsorship |
| Center for Strategic Research and Communication Inc | |||||||
| 1522 Dale Drive | Silver Spring | MD | 209101502 | 262570688 | 501(c)(3) | $10,000 | Building a STEM Leadership Alliance 2018 Summit |
| Jobs for the Future Inc | |||||||
| 88 Broad St 8th Floor | Boston | MA | 021103407 | 061164568 | 501(c)(3) | $7,000 | Sponsorship of Future Horizons Conference |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | KnowledgeWorks Foundation ("KWF") uses a gift software system to maintain grantmaking records. Data tracked includes: date of request, eligibility of grantee, contact information, date grant was awarded or denied, grant purpose, grant budget, electronic copy of executed grant agreement and required financial reports and due dates. The grants manager provides periodic reporting to Program Directors and follows up with grantees when required financial reporting is due. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Judith A Peppler | ||||||||||||||
| President & CEO | $316,689 | $0 | $65,000 | $0 | $7,013 | $0 | $92,000 | $0 | $20,175 | $0 | $500,877 | $0 | $0 | $0 |
| Catherine Allshouse | ||||||||||||||
| COO (End 1/18) | $196,639 | $0 | $30,993 | $0 | $3,109 | $0 | $23,761 | $0 | $25,871 | $0 | $280,373 | $0 | $0 | $0 |
| Holly Brinkman | ||||||||||||||
| VP - CFO & Treasurer | $186,227 | $0 | $30,158 | $0 | $3,085 | $0 | $23,121 | $0 | $30,721 | $0 | $273,312 | $0 | $0 | $0 |
| Matt Williams | ||||||||||||||
| COO & VP of Policy | $160,190 | $0 | $25,539 | $0 | $3,089 | $0 | $19,580 | $0 | $25,961 | $0 | $234,359 | $0 | $0 | $0 |
| Virgel Hammonds | ||||||||||||||
| Chief Learning Officer | $174,493 | $0 | $27,225 | $0 | $3,079 | $0 | $21,124 | $0 | $25,411 | $0 | $251,332 | $0 | $0 | $0 |
| Byron White | ||||||||||||||
| VP & Executive Director, SP | $153,378 | $0 | $14,219 | $0 | $3,762 | $0 | $17,275 | $0 | $20,760 | $0 | $209,394 | $0 | $0 | $0 |
| Harold Brown | ||||||||||||||
| Sr Offr Adv of Underserved Lrn | $14,683 | $0 | $0 | $0 | $214,319 | $0 | $1,516 | $0 | $14,291 | $0 | $244,809 | $0 | $0 | $0 |
| Cris Charbonneau | ||||||||||||||
| VP Marketing & Communications | $180,563 | $0 | $27,455 | $0 | $3,322 | $0 | $21,049 | $0 | $9,597 | $0 | $241,986 | $0 | $0 | $0 |
| Deborah Howard | ||||||||||||||
| Sr Director, School Dev | $7,735 | $0 | $0 | $0 | $150,253 | $0 | $1,410 | $0 | $813 | $0 | $160,211 | $0 | $0 | $0 |
| Stephen Myers | ||||||||||||||
| Sr Director, Info Technology | $130,601 | $0 | $12,947 | $0 | $2,724 | $0 | $14,602 | $0 | $9,596 | $0 | $170,470 | $0 | $0 | $0 |
| Lillian Pace | ||||||||||||||
| Sr Director, National Policy | $145,763 | $0 | $14,925 | $0 | $2,939 | $0 | $16,655 | $0 | $6,052 | $0 | $186,334 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Foundation maintains membership in a local social club in the name of the President & CEO. This membership is a business membershiop for the benefit of the Foundation. As such, the monthly dues are paid by the Foundation. Any personal use is paid by the President & CEO. |
| Part I, Line 4a: | Harold Brown and Deborah Howard received $199,100 and $129,900, respectively. Payments were made under the terms of negotiated separation agreements. |
| Part I, Line 4b: | KnowledgeWorks established a Section 457(f) Deferred Compensation Plan for the President & CEO. Annual employer contributions are made to the Plan based on eligibility requirements of the Plan documents and are subject to a defined vesting schedule. |
| Part I, Line 7: | KnowledgeWorks offers an individual incentive based bonus program, where the annual payout is determined by achievement of established objectives. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Certain KnowledgeWorks Foundation board members are also members of the boards of certain KnowledgeWorks Foundation affiliates. These overlapping board memberships constitute a "business relationship" as defined by the Form 990 instructions. |
| Form 990, Part VI, Section A, line 3 | KnowledgeWorks Foundation contracted with Nelnet to administer its student lending programs. |
| Form 990, Part VI, Section A, line 4 | During the tax year, KnowledgeWorks amended its regulations to add a second at-large member to the Executive Committee and establish a Development Committee as a standing committee of the Board. |
| Form 990, Part VI, Section B, line 11b | After completion by the preparer, the draft Form 990 is reviewed by the Accounting Director and the CFO. The final draft of the Form 990 is reviewed with the Audit Committee. After it receives the approval of the Audit Committee, the final Form 990 is distributed to all members of the Board of Directors before it is filed. |
| Form 990, Part VI, Section B, line 12c | On an annual basis a Conflict of Interest questionnaire is completed by directors, officers and key employees and reviewed by management. Items reported are discussed with Legal Counsel, who advises management and the board of any required actions. The Conflict of Interest Policy is distributed with the annual questionnaire and is also accessible on the secure director's portion of the Foundation's website. |
| Form 990, Part VI, Section B, line 15 | The compensation of the CEO, other officers, and key employees are set by the Compensation Committee of the Board of Directors utilizing a compensation study performed by an independent compensation consulting firm comparing similar positions in similar organizations, including review of Form 990s for other organizations. |
| Form 990, Part VI, Section C, line 19 | The consolidated financial statements of KnowledgeWorks Foundation and its subsidiaries are available on the KnowledgeWorks Foundation website. KnowledgeWorks Foundation's Form 990 is also available on its own website. The governing documents and Conflict of Interest policy are available upon request. |
| Form 990, Part XI, line 9: | Unrealized loss on liability for student loan residual -733,953. Amortization of discount on student loans 633,733. Transfer from Tax-Exempt Subsidiary - KWI 9,522,749. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| StrivePartnership LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 452023634 | 812523349 | Implement Best Practices for Student Success | OH | $1,320,121 | $3,145,028 | KnowledgeWorks Foundation |
| EDWorks LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 272300265 | Effective Long-Term High School Improvement Solutions | OH | $0 | $0 | KnowledgeWorks Foundation |
| KWSL LLC | |||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 510560916 | Directs Student Lending Operations | OH | $0 | $0 | KnowledgeWorks Foundation |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KWI | ||||||||||
| One West Fourth Street Suite 201 | Cincinnati | OH | 452023634 | 311776354 | Supporting Organization | OH | Section 501(c)(3) | Schedule A, Line 12a | KnowledgeWorks Foundation | Yes (1) |
| KnowledgeFunding Ohio Inc | ||||||||||
| One West Fourth Street Suite 200 | Cincinnati | OH | 45202 | 201888000 | Supporting Organization | OH | Section 501(c)(3) | Schedule A, Line 10 | KnowledgeWorks Foundation | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KWI | ||
| S | $9,522,749 | Actual Amount of Cash Transfer |
| KWI | ||
| Q | $83,800 | Actual Costs of KWI Expenses |
| KWI | ||
| Q | $75,000 | Investment Advisor Fee |