Civic Intelligence

Kwi

990 • Fiscal year 2013 • EIN 31-1776354

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

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.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$125,837,139

Up $10,940,521 (+9.5%) from 2012

Net Assets

Up

$124,828,300

Up $10,943,900 (+9.6%) from 2012

Liabilities

Down

$1,008,839

Down $3,379 (-0.3%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$253,026

Up $7,474 (+3.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th 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 2013: $125,837,139Liabilities 2013: $1,008,839Net Assets 2013: $124,828,3002013Assets 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

2013

Assets$125,837,139
Liabilities$1,008,839
Net Assets$124,828,300
Open 2013 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: $245,5522012Expenses 2013: $253,0262013Revenue 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

2013

Revenue-
Expenses$253,026
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$28,216,297
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 586 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.

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0Footnotes of consolidated audit report of parent (KnowledgeWorks Foundation i.e. The Foundation): 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, 2013 and 2012. 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/Explanation0The 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
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1A severance payment was made to Brian Ross, $282,846. Payment was made under the terms of negotiated separation agreement.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2KnowledgeWorks Foundation, KWI's parent organization, offers an individual incentive based bonus program, where the annual payout is determined by achievement of established objectives.
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IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3225857
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment01
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
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 authority 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 ongoing basis the conflicts of interest policy is distributed to the directors, officers and key employees and they are requested to report any exceptions.
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/Explanation8Transfer to KnowledgeWorks Foundation for Funding of Operations -9,715,428. Transfer from KnowledgeWorks Foundation - Excess Cash for Operations 8,000,000.
IRS990ScheduleO/GeneralExplanation/Identifier0Changes 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 XI, line 9:
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
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/AddressLine131250 Main Street Suite 100
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Cincinnati

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$125,837,139
Liabilities
$1,008,839
Net assets
$124,828,300
Revenue
-
Expenses
$253,026
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
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$1.01$125$0.25
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