Civic Intelligence

Kwi

990 • Fiscal year 2011 • EIN 31-1776354

Jul 01, 2010 to Jun 30, 2011 • Filed on May 03, 2012

Organization ProfileN/A
One West Fourth Street No 20045202-3634
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.01x

Higher debt load relative to assets than 5% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

72nd percentile

10%

Faster asset growth than 72% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$131,988,851

Up $12,481,242 (+10%) from 2010

Net Assets

Up

$130,840,514

Up $12,255,580 (+10%) from 2010

Liabilities

Up

$1,148,337

Up $225,662 (+24%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$272,512

Up $47,375 (+21%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $119,507,609Liabilities 2010: $922,675Net Assets 2010: $118,584,9342010Assets 2011: $131,988,851Liabilities 2011: $1,148,337Net Assets 2011: $130,840,5142011Assets 2012: $114,896,618Liabilities 2012: $1,012,218Net Assets 2012: $113,884,4002012Assets 2014: $144,892,873Liabilities 2014: $924,179Net Assets 2014: $143,968,6942014Assets 2015: $131,805,878Liabilities 2015: $894,746Net Assets 2015: $130,911,1322015Assets 2016: $115,300,076Liabilities 2016: $900,390Net Assets 2016: $114,399,6862016Assets 2017: $120,141,893Liabilities 2017: $882,893Net Assets 2017: $119,259,0002017Assets 2018: $116,831,519Liabilities 2018: $847,561Net Assets 2018: $115,983,9582018Assets 2019: $112,758,718Liabilities 2019: $876,081Net Assets 2019: $111,882,6372019Assets 2020: $105,794,348Liabilities 2020: $891,667Net Assets 2020: $104,902,6812020Assets 2022: $107,586,437Liabilities 2022: $63,414Net Assets 2022: $107,523,0232022Assets 2024: $115,966,071Liabilities 2024: $45,290Net Assets 2024: $115,920,7812024

Highlighted filing

2011

Assets$131,988,851
Liabilities$1,148,337
Net Assets$130,840,514
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $225,1372010Expenses 2011: $272,5122011Expenses 2012: $245,5522012Revenue 2014: $13,693,084Expenses 2014: $210,018Net Income 2014: $13,483,0662014Revenue 2015: $9,291,143Expenses 2015: $224,189Net Income 2015: $9,066,9542015Revenue 2016: -$6,487,645Expenses 2016: $213,297Net Income 2016: -$6,700,9422016Revenue 2017: $7,257,398Expenses 2017: $250,560Net Income 2017: $7,006,8382017Revenue 2018: $23,643,713Expenses 2018: $296,591Net Income 2018: $23,347,1222018Revenue 2019: $5,929,816Expenses 2019: $259,761Net Income 2019: $5,670,0552019Revenue 2020: $771,535Expenses 2020: $244,010Net Income 2020: $527,5252020Revenue 2022: $8,238,773Expenses 2022: $275,019Net Income 2022: $7,963,7542022Revenue 2024: $3,525,446Expenses 2024: $226,030Net Income 2024: $3,299,4162024

Highlighted filing

2011

Revenue-
Expenses$272,512
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 3, 2012
Return Version
2010v3.4
Gross Receipts
$54,337,678
Mission and Program Overview

Mission

Kwi supports the charitable and educational activities of knowledgeworks foundation through managing its investment portfolio and providing funding for the foundation's activities.

Filing and Contact Details

Filer

EIN
31-1776354
Raw XML AppendixShowing 400 of 599 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Part X: Footnotes of the Consolidated Audit Report of the Parent (KnowledgeWorks Foundation): On July 1, 2009, the Foundation adopted Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes, which prescribed a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The Foundation has analyzed tax positions taken for filing with the IRS and all state jurisdictions where it operates. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Foundation's financial position, statement of activities, or cash flows. Accordingly, the Foundation has not recorded any reserves or related accruals for interest and penalties for uncertain income tax positions at June 30, 2011 and 2010. In the event interest and penalties accrued on unrecognized tax benefits, the Foundation would recognize such amounts as a component of income tax expense.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Part I, Line 3: KnowledgeWorks Foundation, a related organization of KWI, uses the following methods to establish the compensation of the organization's CEO: - Compensation Committee, - Independent Compensation Consultant, - Form 990 of Other Organizations, - Written Employment Contract, - Compensation Survey or Study, and - Approval by the Board or Compensation Committee Part I, Line 4a: Severance payments made to Patricia Conley - $225,256. Payment was made under the terms of a negotiated employment agreement.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1Part I, Line 4b: Contribution to 457(f) Plan: Chad Wick, $105,108 from related organization. The 457(f) Plan is a nonqualified retirement plan for the KnowledgeWorks Foundation CEO.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2Part I, Line 7: KnowledgeWorks Foundation, KWI's parent organization, offers an individual incentive based bonus program, where the annual payout is determined by a discretionary evaluation of each person's performance.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation3Schedule J, Part II: Description of Chad Wick's Compensation: In June 2010, Chad P. Wick, then KnowledgeWorks Foundation's President and CEO, reached the vesting date of his deferred compensation plan ("Plan") with KnowledgeWorks Foundation. As a result, the balance in the Plan, $1,220,925, was paid to Mr. Wick by KnowledgeWorks Foundation. This balance represented amounts earned by Mr. Wick in the Plan (and related interest) over 11 years. Of the amount paid in 2010, $786,198 was previously reported on prior years' Forms 990 as deferred compensation. The Plan was reviewed and approved by KnowledgeWorks Foundation's independent Human Resources and Compensation Committee. The Committee relied on an independent compensation consultant which advised it that Mr. Wick's compensation (including accruals under the Plan) was reasonable. This determination considered Mr. Wick's responsibilities for KnowledgeWorks Foundation and its related organizations which include KWI, KnowledgeFunding Ohio, Inc., Student LendingWorks, Inc., New Technology Foundation, KnowledgeWorks Intermediary, LLC, Edworks, LLC, New Technology Network, LLC, Strive, LLC and KWSL, LLC. These organizations had collective revenues of $29,157,000, expenses of $42,653,000 and assets of $653,547,000.
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IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Chad P Wick
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1Brian Ross start 0810
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2William L McNeese
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3Holly A Brinkman
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4Patricia R Conley end 0210
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IRS990ScheduleO/GeneralExplanation/Explanation0KWI amended its Regulations (i) to permit the separation of the offices of President and Chief Executive Officer and (ii) to eliminate service for partial terms when determining the length of service for purposes of Board term limits.
IRS990ScheduleO/GeneralExplanation/Explanation1KWI has a single corporate member, KnowledgeWorks Foundation.
IRS990ScheduleO/GeneralExplanation/Explanation2KWI has a single corporate member, KnowledgeWorks Foundation, who has the ability to elect members to the governing body of KWI.
IRS990ScheduleO/GeneralExplanation/Explanation3All decisions that have a material impact to KWI's financial information or corporation as a whole are subject to approval by its sole corporate member, KnowledgeWorks Foundation.
IRS990ScheduleO/GeneralExplanation/Explanation4After completion by the preparer, the draft of the Form 990 is reviewed by the Vice Presidents. 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 Trustees before it is filed.
IRS990ScheduleO/GeneralExplanation/Explanation5On an annual basis the conflict of interest policy is distributed to the directors, officers and key employees along with a questionnaire that must be completed, signed and returned to legal counsel.

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$131,988,851
Liabilities
$1,148,337
Net assets
$130,840,514
Revenue
-
Expenses
$272,512
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$0.05$116$3.53$0.23$3.30
2022Detailed filing. Detailed filing data is available for this year.$108$0.06$108$8.24$0.28$7.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2020Detailed filing. Detailed filing data is available for this year.$106$0.89$105$0.77$0.24$0.53
2019Detailed filing. Detailed filing data is available for this year.$113$0.88$112$5.93$0.26$5.67
2018Detailed filing. Detailed filing data is available for this year.$117$0.85$116$23.6$0.30$23.3
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.88$119$7.26$0.25$7.01
2016Detailed filing. Detailed filing data is available for this year.$115$0.90$114$6.49$0.21$6.70
2015Detailed filing. Detailed filing data is available for this year.$132$0.89$131$9.29$0.22$9.07
2014Detailed filing. Detailed filing data is available for this year.$145$0.92$144$13.7$0.21$13.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$1.01$114$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$1.15$131$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.92$119$0.23