Civic Intelligence

Kwi

990 • Fiscal year 2024 • EIN 31-1776354

Jul 01, 2023 to Jun 30, 2024 • Filed on May 08, 2025

Organization ProfileN/A

Refreshing map…

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

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$389,402

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

48th percentile

5.9%

Faster asset growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$115,966,071

Up $8,379,634 (+7.8%) from 2022

Net Assets

Up

$115,920,781

Up $8,397,758 (+7.8%) from 2022

Liabilities

Down

$45,290

Down $18,124 (-29%) from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin99th percentile

Revenue

Down

$3,525,446

Down $4,713,327 (-57%) from 2022

Expenses

Down

$226,030

Down $48,989 (-18%) from 2022

Net Income

Down

$3,299,416

Down $4,664,338 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2024

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

Operations Trend

Revenue Growth75th percentile

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

2024

Revenue$3,525,446
Expenses$226,030
Net Income$3,299,416
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$29,255,419
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
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$74,980,193$78,489,148▲ $3,508,955
Investments Other Securities$32,454,121$36,831,000▲ $4,376,879
Savings and Temporary Cash Investments$2,088,991$645,923▼ $1,443,068
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$109,523,305$115,966,071▲ $6,442,766
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$77,565$45,290▼ $32,275
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$77,565$45,290▼ $32,275
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$109,445,740$115,920,781▲ $6,475,041
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$109,445,740$115,920,781▲ $6,475,041
Total Liabilities and Net Assets / Fund Balance$109,523,305$115,966,071▲ $6,442,766

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,315,204--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Thomas FryChair of the Board
William HitePresident & CEO
Eileen RuddenVice Chair of the Board
Matthew WilliamsExecutive Vice President/CHIEF Program Officer & SECRETARY
Adam EaglestonDirector
Mark DavisDirector
Victor YoungDirector
Holly BrinkmanEvp, COO & Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jp Morgan ChaseInvestment Advisory270 PARK AVENUE FLOOR 20, New York, NY 10017$175,953
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,525,446
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$3,299,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$175,953$0$175,953
Other Expenses$35,424$14,653$0$50,077
Total Functional Expenses$35,424$190,606$0$226,030
International Activity

International Summary

Offices
0
Employees
0
Spending
$26,654,322

International Compliance

Foreign grant records maintained
No
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

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanPassive Investments-00$24,361,841
Europe (Including Iceland and Greenland)Passive Investments-00$2,292,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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, Line 2 Family/business relationships amongst interested persons

“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. - Business relationship”

Form 990, Part VI, Line 3 Delegation of management duties

“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, Line 6 Classes of members or stockholders

“Kwi has a single corporate member, knowledgeworks foundation.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“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, Line 7B Decisions requiring approval by members or stockholders

“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, Line 11B Review of form 990 by governing body

“After completion by the preparer, the draft form 990 is reviewed by the accounting director and evp/coo. 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, Line 12C Conflict of interest policy

“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, Line 19 Required documents available to the public

“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
312 PLUM STREET SUITE 950, CINCINNATI, OH 45202

Signing Officer

Name
Holly Brinkman
Title
VP & Treasurer
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Forvis Mazars LLP
Address
312 Walnut Street Suite 3000, Cincinnati, OH 45202
Preparer
Aaron Hershberger
Phone
5136218300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Transfer to knowledgeworks foundation for funding of operations: - -7066740;”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“From the consolidated audited financial statements of knowledgeworks foundation, which include the activity of kwi: the foundation is exempt from income taxes under section 501 of the internal revenue code and a similar provision of state law. However, the foundation is subject to federal income tax on any unrelated business taxable income. The foundation files tax returns in the u.s. Federal jurisdiction.”

Raw XML AppendixShowing 400 of 746 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Vice President/CHIEF Program Officer & SECRETARY
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,966,071
Liabilities
$45,290
Net assets
$115,920,781
Revenue
$3,525,446
Expenses
$226,030
Net income
$3,299,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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. 2024 filings • 501(c)3 • $100M-$250M nonprofits

Location unavailable

View Organization

Hospice by the Bay

501(c)3

Revenue$74,710,260
Assets$115,923,815

Revenue vs current organization

2019% higher

Assets vs current organization

About the same