Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
21st percentile
Higher debt load relative to revenue than 21% of similar nonprofits.
Net Margin
99th percentile
Higher net margin than 99% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 12.2% of source-year revenue.
Asset Growth
13th percentile
Faster asset growth than 13% of similar nonprofits.
Revenue Growth
1st percentile
Faster revenue growth than 1% of similar nonprofits.
Balance Sheet
Assets
Down$112,758,718
Down $4,072,801 (-3.5%) from 2018
Net Assets
Down$111,882,637
Down $4,101,321 (-3.5%) from 2018
Liabilities
Up$876,081
Up $28,520 (+3.4%) from 2018
Revenue And Expenses
Revenue
Down$5,929,816
Down $17,713,897 (-75%) from 2018
Expenses
Down$259,761
Down $36,830 (-12%) from 2018
Net Income
Down$5,670,055
Down $17,677,067 (-76%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- May 13, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $39,101,290
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.
Supports charitable and educational activities of KnowledgeWorks Foundation.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $85,760,381 | $90,655,206 | ▲ $4,894,825 |
| Investments Other Securities | $28,886,912 | $20,610,199 | ▼ $8,276,713 |
| Savings and Temporary Cash Investments | $2,170,175 | $1,460,658 | ▼ $709,517 |
| Total Assets | $116,831,519 | $112,758,718 | ▼ $4,072,801 |
| Other Assets Total | $14,051 | $32,655 | ▲ $18,604 |
| Liabilities | |||
| Other Liabilities | $847,561 | $876,081 | ▲ $28,520 |
| Total Liabilities | $847,561 | $876,081 | ▲ $28,520 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $115,983,958 | $111,882,637 | ▼ $4,101,321 |
| Total Net Assets Fund Balance | $115,983,958 | $111,882,637 | ▼ $4,101,321 |
| Total Liabilities and Net Assets / Fund Balance | $116,831,519 | $112,758,718 | ▼ $4,072,801 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $1,304,905 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Other | Total |
|---|---|---|---|
| Charles Ambrose | President & CEO (Start 9/3/18) | $122,380 | $122,380 |
Board Members and Trustees
| Name | Title |
|---|---|
| Eileen Rudden | Chair of the Board |
| Judith A Peppler | Former President & CEO (End 6/30/18) |
| Thomas Fry | Vice Chair of the Board |
| Adam Eagleston | Director |
| Lucie Lapovsky | Director |
| Mark Davis | Director |
| Mark Brown | Director (End 6/11/19) |
| Steven Minter | Director (End 8/15/18) |
| Matt Williams | VP & Secretary (Start 8/15/18) |
| Holly Brinkman | VP & Treasurer |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| JPMorgan Chase | Investment Advisory Services | 270 Park Avenue Floor 20, New York, NY 10017 | $189,082 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $5,929,816
- Other Revenue
- $0
- Change in Net Assets
- $5,670,055
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $259,761 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Service Investment Mgmnt Fees | - | $189,082 | - | $189,082 |
| Other Expenses | $31,066 | $39,613 | - | $70,679 |
| Total Functional Expenses | $31,066 | $228,695 | $0 | $259,761 |
International Activity
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $14,271,668
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- No
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- Yes
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | - | 0 | 0 | $14,190,618 |
| North America | Investments | - | 0 | 0 | $81,050 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Reserve for Hedge Fund Payables | $847,561 |
| Estimated Taxes on Unrelated Business Income | $28,520 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- Yes
- Management duties delegated
- Yes
Governance Explanations
Form 990, Part VI, Section A, line 2
“Certain KWI board members are also members of the boards of certain KWI affiliates. These overlapping board memberships constitute a "business relationship" as defined by Form 990 instructions.”
Form 990, Part VI, Section A, line 3
“Effective November 30, 2017, KWI's Board designated JPMorgan Chase the outsourced Chief Investment Officer to provide investment advisory and management services.”
Form 990, Part VI, Section A, line 6
“KWI has a single corporate member, KnowledgeWorks Foundation.”
Form 990, Part VI, Section A, line 7A
“KWI has a single corporate member, KnowledgeWorks Foundation, who has the authority to elect members to the governing body of KWI.”
Form 990, Part VI, Section A, line 7B
“All 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.”
Form 990, Part VI, Section B, line 11B
“After completion by the preparer, the draft Form 990 is reviewed by the Accounting Director and COO/VP of Finance. The final draft of the Form 990 is reviewed with the Audit Committee. After it receives the approval of the Audit Committee, the final Form 990 is distributed to all members of the Board of Directors before it is filed.”
Form 990, Part VI, Section B, line 12C
“On an annual basis a Conflict of Interest questionnaire is completed by directors and officers and reviewed by management. Items reported are discussed with Legal Counsel, who advises management and the Board of any required actions. The Conflicts 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 officers are not compensated by KWI. Their compensation is determined by the Compensation Committee of the parent company, KnowledgeWorks Foundation, who employs those individuals. The compensation of the CEO, other officers, and key employees are set by the Compensation Committee of the KnowledgeWorks' 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 KWI and its parent company, KnowledgeWorks Foundation, are available on the KnowledgeWorks Foundation website. KWI's Form 990, Form 990-T, governing documents and Conflict of Interest Policy are available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Kwi
- EIN
- 31-1776354
- Phone
- 5139294777
- Address
- One West Fourth Street No 201, Cincinnati, OH 45202-3634
Signing Officer
- Name
- Judith A Peppler
- Title
- Vice President & Treasurer
- Phone
- 5139294777
- Signed
- 2020-05-13
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Dr Charles Ambrose
- Formed
- 2001
- Legal Domicile
- Oh
- Voting Board Members
- 6
- Independent Board Members
- 5
- Employees
- 0
- Volunteers
- 7
Preparer
- Firm
- Deloitte Tax LLP
- Address
- 200 Renaissance Center Suite 3900, Detroit, MI 48243-1313
- Preparer
- Alicia Janisch
- Phone
- 3133963000
Supplemental Narrative
Additional Explanations
Form 990, Part XI, line 9:
“Transfer to KnowledgeWorks Foundation for funding of operations -7,781,853.”
Financial Statement Notes
Part X, Line 2:
“From the consolidated audited financial statements of KnowledgeWorks Foundation, which include the activity of KWI: 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 Foundations 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, 2019 and 2018. 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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| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 14051 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 32655 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -7781853 |
| IRS990/OtherExpensesGrp/Desc | 0 | Admin Fee Expense |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 39613 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 31066 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 70679 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 847561 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 876081 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Dr Charles Ambrose |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 23643713 |
| IRS990/PYOtherExpensesAmt | 0 | 296591 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 23347122 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 296591 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 23643713 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 5670055 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 1 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 2653535 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2170175 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1460658 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 311321973 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 7781853 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | KnowledgeWorks Foundation |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 7781853 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 847561 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 28520 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Reserve for Hedge Fund Payables |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Estimated Taxes on Unrelated Business Income |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 5568904 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 13736390 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 1304905 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | Real Assets - Real Estate |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Hedge Fund Investments |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | Private Equity Investments |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | From the consolidated audited financial statements of KnowledgeWorks Foundation, which include the activity of KWI: 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 Foundations 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, 2019 and 2018. 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/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 20610199 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 876081 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 1 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 1 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 14190618 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 1 | 81050 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | Central America and the Caribbean |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 1 | North America |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | Investments |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 1 | Investments |
| IRS990ScheduleF/BoycottCountriesInd | 0 | 0 |
| IRS990ScheduleF/ContinuationSpentAmt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | 0 |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | 0 |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | 0 |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | 0 |
| IRS990ScheduleF/SubtotalEmployeesCnt | 0 | 0 |
| IRS990ScheduleF/SubtotalOfficesCnt | 0 | 0 |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 14271668 |
| IRS990ScheduleF/TotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/TotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 14271668 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | 1 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 1 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 49767 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 35800 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 2 | 75891 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 201045 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 194131 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 2 | 169894 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 2 | 447209 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 22000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 19047 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 2 | 13750 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 32367 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 25057 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 2 | 11819 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 3111 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 3136 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 2 | 453470 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Holly Brinkman |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | Matt Williams |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | Judith A Peppler |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | VP & Treasurer |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | VP & Secretary (Start 8/15/18) |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 2 | Former President & CEO (End 6/30/18) |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 308290 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 277171 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 2 | 724824 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | The officers are not compensated by KWI. Their compensation is determined by the Compensation Committee of the parent company, KnowledgeWorks Foundation, who employs those individuals. The compensation of the CEO, other officers, and key employees are set by the Compensation Committee of the KnowledgeWorks' 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. |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 1 | 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. This plan was terminated, effective 7/1/19. Judith Peppler received a payout of $447,209. |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 2 | KnowledgeWorks, KWI's parent organization, offers an individual incentive-based bonus program, where the annual payout is determined by achievement of established objectives. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 3 |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, Line 4b |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I, Line 7 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 1 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Certain KWI board members are also members of the boards of certain KWI affiliates. These overlapping board memberships constitute a "business relationship" as defined by Form 990 instructions. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Effective November 30, 2017, KWI's Board designated JPMorgan Chase the outsourced Chief Investment Officer to provide investment advisory and management services. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | KWI has a single corporate member, KnowledgeWorks Foundation. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | KWI has a single corporate member, KnowledgeWorks Foundation, who has the authority to elect members to the governing body of KWI. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | All 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/SupplementalInformationDetail/ExplanationTxt | 5 | After completion by the preparer, the draft Form 990 is reviewed by the Accounting Director and COO/VP of Finance. The final draft of the Form 990 is reviewed with the Audit Committee. After it receives the approval of the Audit Committee, the final Form 990 is distributed to all members of the Board of Directors before it is filed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | On an annual basis a Conflict of Interest questionnaire is completed by directors and officers and reviewed by management. Items reported are discussed with Legal Counsel, who advises management and the Board of any required actions. The Conflicts of Interest Policy is distributed with the annual questionnaire and is also accessible on the secure director's portion of the Foundation's website. |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $112,758,718
- Liabilities
- $876,081
- Net assets
- $111,882,637
- Revenue
- $5,929,816
- Expenses
- $259,761
- Net income
- $5,670,055
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