Civic Intelligence

Kwi

990 • Fiscal year 2012 • EIN 31-1776354

Jul 01, 2011 to Jun 30, 2012 • Filed on May 07, 2013

Organization ProfileN/A
One West Fourth Street No 20145202-3634
Siviq Scores

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

Liabilities / Assets

6th percentile

0.01x

Higher debt load relative to assets than 6% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

3rd percentile

-13%

Faster asset growth than 3% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$114,896,618

Down $4,610,991 (-3.9%) from 2010

Net Assets

Down

$113,884,400

Down $4,700,534 (-4.0%) from 2010

Liabilities

Up

$1,012,218

Up $89,543 (+9.7%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$245,552

Up $20,415 (+9.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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 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

2012

Assets$114,896,618
Liabilities$1,012,218
Net Assets$113,884,400
Open 2012 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 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

2012

Revenue-
Expenses$245,552
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 7, 2013
Return Version
2011v1.5
Gross Receipts
$17,643,280
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 560 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0Supports charitable and educational activities of KnowledgeWorks Foundation.
IRS990/AddressPrincipalOfficerUS/AddressLine10One West Fourth Street No 201
IRS990/AddressPrincipalOfficerUS/City0Cincinnati
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode0452023634
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral03000
IRS990/CompCurrentOfficersDirectors/ProgramServices09000
IRS990/CompCurrentOfficersDirectors/Total012000
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0During fiscal year 2012, KWI supported the charitable and educational activities of KnowledgeWorks Foundation through providing $11.3 million of operational support.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense057001
IRS990/FamilyOrBusinessRelationship01
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral0150000
IRS990/FeesForServicesInvstMgmntFees/Total0150000
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek85.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0Joseph P Tomain Esq
IRS990/Form990PartVIISectionA/NamePerson1Robert E Wildermuth
IRS990/Form990PartVIISectionA/NamePerson2Penny Friedman
IRS990/Form990PartVIISectionA/NamePerson3John E Dean Esq
IRS990/Form990PartVIISectionA/NamePerson4Dr Sherrill Cleland
IRS990/Form990PartVIISectionA/NamePerson5Chad P Wick Sch O
IRS990/Form990PartVIISectionA/NamePerson6Brian Ross
IRS990/Form990PartVIISectionA/NamePerson7Douglas Thomson
IRS990/Form990PartVIISectionA/NamePerson8William L McNeese
IRS990/Form990PartVIISectionA/NamePerson9Holly A Brinkman
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation022000
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation313400
IRS990/Form990PartVIISectionA/OtherCompensation41000
IRS990/Form990PartVIISectionA/OtherCompensation556100
IRS990/Form990PartVIISectionA/OtherCompensation6121722
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation862674
IRS990/Form990PartVIISectionA/OtherCompensation954129
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization16000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization26000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs010600
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs18000
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs412500
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs5492271
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs6425494
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs8227444
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs9175611
IRS990/Form990PartVIISectionA/Title0Chair of the Board
IRS990/Form990PartVIISectionA/Title1Vice Chair of the Board
IRS990/Form990PartVIISectionA/Title2Treasurer
IRS990/Form990PartVIISectionA/Title3Director
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990PartVIISectionA/Title6President & CEO
IRS990/Form990PartVIISectionA/Title7Assistant Secretary
IRS990/Form990PartVIISectionA/Title8Vice President
IRS990/Form990PartVIISectionA/Title9Vice President/Secretary
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities03084139
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities015690838
IRS990/GrossReceipts017643280
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear04731949
IRS990/InvestmentIncomePriorYear05525954
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome01573313
IRS990/InvestmentIncome/TotalRevenueColumn01647810
IRS990/InvestmentIncome/UnrelatedBusinessRevenue074497
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY075640128
IRS990/InvestmentsOtherSecurities/EOY068210394
IRS990/InvestmentsPubTradedSecurities/BOY042866459
IRS990/InvestmentsPubTradedSecurities/EOY037888696
IRS990/LessCostOthBasisSalesExpenses/Securities012606699
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0KWI supports the charitable and educational activities of KnowledgeWorks Foundation through managing its investment portfolio and providing funding for the Foundation's activities.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0William L McNeese
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY0130840514
IRS990/NetAssetsOrFundBalancesEOY0113884400
IRS990/NetGainOrLossInvestments/ExclusionAmount03084139
IRS990/NetGainOrLossInvestments/TotalRevenueColumn03084139
IRS990/NetUnrelatedBusinessTxblIncome061115
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOf8282Filed00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0163510
IRS990/OtherAssetsTotal/EOY0166413
IRS990/OtherExpensePriorYear0260512
IRS990/OtherExpensesCurrentYear0233552
IRS990/OtherExpenses/Description0Admin. Fee Expense
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/ManagementAndGeneral035551
IRS990/OtherExpenses/ProgramServices048001
IRS990/OtherExpenses/Total083552
IRS990/OtherLiabilities/BOY01148337
IRS990/OtherLiabilities/EOY01012218
IRS990/OtherNotesLoansReceivableNet/BOY07000000
IRS990/OtherNotesLoansReceivableNet/EOY07000000
IRS990/OtherRevenueCurrentYear0304632
IRS990/OtherRevenueMisc/BusinessCode0611710
IRS990/OtherRevenueMisc/Description0Int. Inc. on Note Rec.
IRS990/OtherRevenueMisc/ExclusionAmount0304632
IRS990/OtherRevenueMisc/TotalRevenueColumn0304632
IRS990/OtherRevenuePriorYear0303800
IRS990/OtherWebsite0X
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-21747143
IRS990/ReconcilationRevenueExpenses04791029
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY04791029
IRS990/RevenuesLessExpensesPriorYear05557242
IRS990/SalariesEtcCurrentYear012000
IRS990/SalariesEtcPriorYear012000
IRS990/SavingsAndTempCashInvestments/BOY06318754
IRS990/SavingsAndTempCashInvestments/EOY01631115
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts011261300
IRS990ScheduleA/SupportedOrgInformation/Amount011261300
IRS990ScheduleA/SupportedOrgInformation/EIN0311321973
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10KnowledgeWorks Foundation
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990/ScheduleBRequired00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Footnotes of consolidated audit report of parent (KnowledgeWorks Foundation i.e. the 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 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, 2012 and 2011. In the event interest and penalties accrued on unrecognized tax benefits, the Foundation would recognize such amounts as a component of income tax expense.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Description of Uncertain Tax Positions Under FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Part X:
IRS990ScheduleD/OtherLiabilities/Amount0158657
IRS990ScheduleD/OtherLiabilities/Amount1853561
IRS990ScheduleD/OtherLiabilities/Description0Accrued Investment Management Fees
IRS990ScheduleD/OtherLiabilities/Description1Reserve for Hedge Fund Payables
IRS990ScheduleD/OtherSecurities/BookValue011406862
IRS990ScheduleD/OtherSecurities/BookValue112542442
IRS990ScheduleD/OtherSecurities/BookValue26096916
IRS990ScheduleD/OtherSecurities/BookValue32034784
IRS990ScheduleD/OtherSecurities/BookValue43062316
IRS990ScheduleD/OtherSecurities/BookValue54852196
IRS990ScheduleD/OtherSecurities/BookValue626951652
IRS990ScheduleD/OtherSecurities/BookValue71263226
IRS990ScheduleD/OtherSecurities/Description0US Equities - Large Cap Growth Stocks
IRS990ScheduleD/OtherSecurities/Description1US Equities - Large Cap Value Stocks
IRS990ScheduleD/OtherSecurities/Description2International Equities - Emerging Markets
IRS990ScheduleD/OtherSecurities/Description3Fixed Income - High Yield Debt Fund
IRS990ScheduleD/OtherSecurities/Description4Real Assets - Commodities and Real Return Funds
IRS990ScheduleD/OtherSecurities/Description5Global Asset Allocation - Opportunistic Fund
IRS990ScheduleD/OtherSecurities/Description6Hedge Fund Investments
IRS990ScheduleD/OtherSecurities/Description7Private Equity Investments
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/OtherSecurities/MethodOfValuation4F
IRS990ScheduleD/OtherSecurities/MethodOfValuation5F
IRS990ScheduleD/OtherSecurities/MethodOfValuation6F
IRS990ScheduleD/OtherSecurities/MethodOfValuation7F
IRS990ScheduleD/TotalOfAmounts01012218
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities068210394
IRS990ScheduleJ/AnyNonFixedPayments01
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs095119
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs171168
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs237447
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs329023
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0397152
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1354326
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2189997
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs3146588
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs039727
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs193179
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs236801
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs328077
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Part I, Line 3: The officers and key employees are not compensated by KWI. Their compensation is determined by the Compensation Committee of the parent company, KnowledgeWorks Foundation, who employs those individuals. KnowledgeWorks Foundation uses the following procedures to establish the compensation of the organization's CEO: - Compensation Committee - Compensation Study - Independent Compensation Consultant - Form 990 of Other Organizations
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1Part I, Line 4b: Contribution to 457(f) Plan: Brian Ross, $53,452 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 achievement of established objectives.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Supplemental Information
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier1Supplemental Information
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier2Supplemental Information
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0Part III
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1Part III
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference2Part III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Chad P Wick Sch O
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1Brian Ross
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2William L McNeese
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3Holly A Brinkman
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs016373
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs128543
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs225873
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs326052
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0548371
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1547216
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2290118
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3229740
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleO/GeneralExplanation/Explanation0Certain 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.
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. Legal counsel reviews the questionnaire responses and advises management and the board of any required actions.
IRS990ScheduleO/GeneralExplanation/Explanation6The officers and key employees are not compensated by KWI. Their compensation is determined by the Compensation Committee of the parent company, KnowledgeWorks Foundation, who employs those individuals. KnowledgeWorks Foundation uses the following procedures to establish the compensation of the organization's CEO. 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.
IRS990ScheduleO/GeneralExplanation/Explanation7The consolidated financial statements of KWI and its parent company, KnowledgeWorks Foundation, are available on the KnowledgeWorks Foundation website. KWI's Form 990 is also available on the KnowledgeWorks Foundation website. The governing documents and conflict of interest policy are available upon request.
IRS990ScheduleO/GeneralExplanation/Explanation8Chad P. Wick receives compensation for his current role as Founder and Director of KnowledgeWorks Foundation and not for his role as Director of KWI.
IRS990ScheduleO/GeneralExplanation/Explanation9Net unrealized losses on investments: -10,485,843. Transfer to KnowledgeWorks Foundation for Funding of KWI Activities -11,261,300. Total to Form 990, Part XI, Line 5: -21,747,143.
IRS990ScheduleO/GeneralExplanation/Identifier0Explanation of Director Compensation:
IRS990ScheduleO/GeneralExplanation/Identifier1Changes in Net Assets or Fund Balances:
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990, Part VI, Section B, line 15
IRS990ScheduleO/GeneralExplanation/ReturnReference7Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference8Form 990, Part VII, Section A:
IRS990ScheduleO/GeneralExplanation/ReturnReference9Form 990, Part XI, line 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10One West Fourth Street Suite 200
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11One West Fourth Street Suite 250
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12One West Fourth Street Suite 285
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13935 Clinton Street
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Cincinnati
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1Cincinnati
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2Cincinnati
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3Napa
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0OH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1OH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2OH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode0452023634
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1452023634
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode2452023634
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode394559

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$114,896,618
Liabilities
$1,012,218
Net assets
$113,884,400
Revenue
-
Expenses
$245,552
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
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.92$119$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $100M-$250M nonprofits