Civic Intelligence

Kwi

990T • Fiscal year 2022 • EIN 31-1776354

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileN/A

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312 PLUM STREET Suite 950Cincinnati, OH 45202

(513) 929-4777

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$115,966,071
Liabilities$45,290
Net Assets$115,920,781
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$3,525,446
Expenses$226,030
Net Income$3,299,416
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.3
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

Filer Name
Kwi
EIN
31-1776354
In Care Of
% HOLLY BRINKMAN
Phone
5139294777
Address
312 PLUM STREET Suite 950, CINCINNATI, OH 45202

Signing Officer

Name
William Hite
Title
VP and Treasurer
Phone
5139294777
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
312 WALNUT STREET SUITE 3000, CINCINNATI, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Raw XML Appendix91 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt010545
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/Form4797GainOrLossAmt09634
IRS1120ScheduleD/NetCapitalGainAmt010545
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt010545
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalGainOrLossAmt0911
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt0911
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0911
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0911
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0KING STREET CAPITAL
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0911
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0911
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOLLY BRINKMAN
IRS990T/BooksInCareOfDetail/PhoneNum05139294777
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0312 PLUM STREET SUITE 950
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990T/BookValueAssetsEOYAmt0107586437
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/EstimatedTaxPaymentsAmt017000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0199
IRS990T/OverpaymentSection/OverpaymentAmt0199
IRS990T/ParentCorporationEIN0311321973
IRS990T/ParentCorporationName/BusinessNameLine1Txt0KNOWLEDGEWORKS FOUNDATION
IRS990T/PrntCorporationNameControlTxt0KNOW
IRS990TScheduleA/CapitalGainNetIncomeAmt010545
IRS990TScheduleA/EmployeeBenefitProgramAmt040
IRS990TScheduleA/OtherDeductionsAmt04172
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SalariesAndWagesAmt0143
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt04355
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt074813
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt085358
IRS990TScheduleA/TotUnrltTrdBusIncmAmt085358
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt081003
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt081003
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0true
IRS990T/TaxableCorporationAmt016801
IRS990T/TaxLessCreditsAmt016801
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt017000
IRS990T/TotalTaxAmt016801
IRS990T/TotalTaxComputationAmt016801
IRS990T/TotalUBTIAmt080003
IRS990T/TotalUBTIBeforeNOLSpecificAmt081003
IRS990T/TotalUBTIBeforeSection199AAmt081003
IRS990T/TotalUBTIComputedAmt081003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05139294777
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KWI
ReturnHeader/Filer/BusinessNameControlTxt0KWI
ReturnHeader/Filer/EIN0311776354
ReturnHeader/Filer/InCareOfNm0% HOLLY BRINKMAN
ReturnHeader/Filer/PhoneNum05139294777
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 PLUM STREET Suite 950
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 WALNUT STREET SUITE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05136218300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Hershberger
ReturnHeader/ReturnTs02023-05-15T12:55:29-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRINKMAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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