Civic Intelligence

Kwi

990T • Fiscal year 2021 • EIN 31-1776354

Jul 01, 2020 to Jun 30, 2021 • Filed on May 15, 2022

Organization ProfileN/A

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312 PLUM STREET Suite 950Cincinnati, OH 45202

(513) 929-4777

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

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
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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 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

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, 2020 to Jun 30, 2021
Signed
May 15, 2022
Return Version
2020v1.3
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
Holly Brinkman
Title
VP and Treasurer
Phone
5139294777
Signed
2022-05-15
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 Appendix92 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
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IRS1120ScheduleD/Form4797GainOrLossAmt073
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-180
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalCostOrOtherBasisAmt0253
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalGainOrLossAmt0-253
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0252
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt11
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-252
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0KING STREET CAPITAL
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1FORT WASHINGTON PE INVESTORS IV
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt0253
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-253
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/BalanceDueAmt05348
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/BookValueAssetsEOYAmt0125234031
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ESPenaltyAmt068
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/ParentCorporationEIN0311321973
IRS990T/ParentCorporationName/BusinessNameLine1Txt0KNOWLEDGEWORKS FOUNDATION
IRS990T/PriorYearOverpaymentCreditAmt01624
IRS990T/PrntCorporationNameControlTxt0KNOW
IRS990TScheduleA/EmployeeBenefitProgramAmt046
IRS990TScheduleA/OtherDeductionsAmt01814
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SalariesAndWagesAmt0165
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt02025
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt035900
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt035900
IRS990TScheduleA/TotUnrltTrdBusIncmAmt035900
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt033875
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt033875
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0true
IRS990T/TaxableCorporationAmt06904
IRS990T/TaxLessCreditsAmt06904
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01624
IRS990T/TotalTaxAmt06904
IRS990T/TotalTaxComputationAmt06904
IRS990T/TotalUBTIAmt032875
IRS990T/TotalUBTIBeforeNOLSpecificAmt033875
IRS990T/TotalUBTIBeforeSection199AAmt033875
IRS990T/TotalUBTIComputedAmt033875
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY BRINKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05139294777
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
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/ReturnTs02023-03-15T11:35:50-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRINKMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
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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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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