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Nonprofiteer
← KNOWLEDGEWORKS FOUNDATION

Form 990 for tax year 2023

Filed by KNOWLEDGEWORKS FOUNDATION.

Totals

Total revenue
$6,420,403
Total expenses
$16,002,848
Contributions and grants received
$2,648,076
Grants paid
$768,477
Program service revenue
$3,588,627
Investment income
$182,608
Other revenue
$1,092
Total assets, end of year
$5,801,464
Total liabilities, end of year
$4,275,460
Net assets or fund balances, end of year
$1,526,004
Program services expenses (Part IX)
$11,723,206
Management and general expenses
$4,005,836
Fundraising expenses
$273,806
Program service expenses (Part III)
$11,723,206

Program services were 73.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,635,205

  • 1f · All other contributions, gifts and grants

    $1,012,871

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: FEES FOR SERVICE

    total $3,538,550 · related or exempt $3,538,550 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: KWI ADMIN FEES

    total $50,077 · related or exempt $50,077 · unrelated business $0 · excluded $0

  • 2c · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2e · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $184,608 · related or exempt $0 · unrelated business $0 · excluded $184,608

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $2,000 · other assets $0

  • 7c · Gain or loss

    securities -$2,000 · other assets $0

  • 7d · Net gain or loss

    total -$2,000 · related or exempt $0 · unrelated business $0 · excluded -$2,000

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: GAIN ON LEASE- TERMINATION

    total $1,092 · related or exempt $0 · unrelated business $0 · excluded $1,092

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,092

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $768,477 · program services $768,477

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $2,688,777 · program services $1,932,630 · management and general $566,146 · fundraising $190,001

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $5,347,553 · program services $3,351,028 · management and general $1,945,960 · fundraising $50,565

  • 8 · Pension plan contributions

    total $255,256 · program services $158,364 · management and general $94,234 · fundraising $2,658

  • 9 · Other employee benefits

    total $631,376 · program services $398,637 · management and general $219,655 · fundraising $13,084

  • 10 · Payroll taxes

    total $574,948 · program services $374,470 · management and general $182,980 · fundraising $17,498

  • 11a · Fees: management

    total $28,247 · program services $18,480 · management and general $9,767 · fundraising $0

  • 11b · Fees: legal

    total $24,984 · program services $0 · management and general $24,984 · fundraising $0

  • 11c · Fees: accounting

    total $97,373 · program services $4,484 · management and general $92,889 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $2,848,799 · program services $2,614,408 · management and general $234,391 · fundraising $0

  • 12 · Advertising and promotion

    total $143,488 · program services $57,683 · management and general $85,805 · fundraising $0

  • 13 · Office expenses

    total $70,732 · program services $48,907 · management and general $21,825 · fundraising $0

  • 14 · Information technology

    total $428,475 · program services $344,389 · management and general $84,086 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $323,463 · program services $220,988 · management and general $102,475 · fundraising $0

  • 17 · Travel

    total $1,003,856 · program services $930,279 · management and general $73,577 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $423,800 · program services $392,863 · management and general $30,937 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $90,848 · program services $0 · management and general $90,848 · fundraising $0

  • 23 · Insurance

    total $108,148 · program services $73,885 · management and general $34,263 · fundraising $0

  • 24a · Other expenses: TRAINING & DEVELOPMENT

    total $79,663 · program services $17,875 · management and general $61,788 · fundraising $0

  • 24e · All other expenses

    total $64,585 · program services $15,359 · management and general $49,226 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,010,231 · end of year $1,458,954

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $920,253 · end of year $746,848

  • 4 · Accounts receivable

    beginning of year $225,498 · end of year $374,307

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $335,118 · end of year $268,756

  • 10a · Land, buildings and equipment: cost or other basis

    $595,838

  • 10b · Land, buildings and equipment: accumulated depreciation

    $436,944

  • 10c · Land, buildings and equipment, net

    beginning of year $183,940 · end of year $158,894

  • 11 · Investments: publicly traded securities

    beginning of year $2,115,911 · end of year $1,738,371

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,136,218 · end of year $1,055,334

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,197,305 · end of year $981,153

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $3,623,365 · end of year $2,273,812

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,077,579 · end of year $1,020,495

  • 27 · Net assets without donor restrictions

    beginning of year $451,381 · end of year -$63,355

  • 28 · Net assets with donor restrictions

    beginning of year $3,577,539 · end of year $1,589,359

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

WE HELP OUR PARTNERS IN STATES AND SCHOOLS WORK TOGETHER TO ALIGN POLICY AND PRACTICE, REIMAGINING WHAT EDUCATION CAN DO THROUGH PERSONALIZED, COMPETENCY-BASED LEARNING - AND WHAT IT MUST DO TO PREPARE STUDENTS FOR A LIFETIME OF LEARNING.

Activities or mission (Part I)

SEE SCHEDULE O.

  • KW IN SCHOOLS: SEE SCHEDULE O

    Expenses $3,940,597 · Revenue $1,474,038

  • POLICY AND ADVOCACY: SEE SCHEDULE O

    Expenses $2,749,961 · Grants $587,000 · Revenue $438,505

  • IMPACT AND IMPROVEMENT: SEE SCHEDULE O

    Expenses $2,624,204 · Grants $138,308 · Revenue $634,892

  • OTHER SERVICES : SEE SCHEDULE O

    Expenses $2,408,444 · Grants $43,169 · Revenue $1,042,284

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRENDA SHUM

    VICE CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • VICTOR YOUNG

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • EILEEN RUDDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JULIANA WONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RENEE FOSTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT RUNCIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SEAN DECATUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS FRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • TRACY NAJERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HOLLY BRINKMAN

    EVP, COO & TREASURER

    Total calculated
    $294,098
    From this org
    $245,477
    From related orgs
    $0
    Other
    $48,621
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $242,556
    Bonus
    $0
    Other
    $2,921
    Deferred
    $12,984
    Nontaxable benefits
    $35,637
    Filer's total
    $294,098

  • MATTHEW WILLIAMS

    EVP/CHIEF PGM OFFR&SECRETARY

    Total calculated
    $282,321
    From this org
    $238,560
    From related orgs
    $0
    Other
    $43,761
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $236,016
    Bonus
    $0
    Other
    $2,544
    Deferred
    $12,469
    Nontaxable benefits
    $31,292
    Filer's total
    $282,321

  • WILLIAM HITE

    PRESIDENT & CEO

    Total calculated
    $389,402
    From this org
    $371,122
    From related orgs
    $0
    Other
    $18,280
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $364,023
    Bonus
    $0
    Other
    $7,099
    Deferred
    $16,500
    Nontaxable benefits
    $1,780
    Filer's total
    $389,402

  • LILLIAN PACE

    VP, POLICY & STRATEGIC ADV

    Total calculated
    $233,025
    From this org
    $221,870
    From related orgs
    $0
    Other
    $11,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,665
    Bonus
    $0
    Other
    $2,205
    Deferred
    $10,983
    Nontaxable benefits
    $172
    Filer's total
    $233,025

  • REBECCA WOLFE

    VP, IMPACT & IMPROVEMENT

    Total calculated
    $231,413
    From this org
    $193,861
    From related orgs
    $0
    Other
    $37,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,493
    Bonus
    $0
    Other
    $2,368
    Deferred
    $9,997
    Nontaxable benefits
    $27,555
    Filer's total
    $231,413

  • VIRGEL HAMMONDS

    CHIEF LEARNING OFFICER

    Total calculated
    $254,121
    From this org
    $241,976
    From related orgs
    $0
    Other
    $12,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,467
    Bonus
    $0
    Other
    $2,509
    Deferred
    $11,973
    Nontaxable benefits
    $172
    Filer's total
    $254,121

  • GREGORY SEATON

    SR DIR, IMPACT & IMPROVEMENT

    Total calculated
    $187,135
    From this org
    $150,681
    From related orgs
    $0
    Other
    $36,454
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,215
    Bonus
    $0
    Other
    $2,466
    Deferred
    $7,856
    Nontaxable benefits
    $28,598
    Filer's total
    $187,135

  • KATE WESTRICH

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $187,692
    From this org
    $178,617
    From related orgs
    $0
    Other
    $9,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,068
    Bonus
    $0
    Other
    $549
    Deferred
    $8,903
    Nontaxable benefits
    $172
    Filer's total
    $187,692

  • KATHERINE PRINCE

    VP, FORESIGHT & STRATEGY

    Total calculated
    $216,141
    From this org
    $193,761
    From related orgs
    $0
    Other
    $22,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,078
    Bonus
    $0
    Other
    $2,683
    Deferred
    $9,827
    Nontaxable benefits
    $12,553
    Filer's total
    $216,141

  • LAUREN MCCAULEY

    VP, TEACHING & LEARNING

    Total calculated
    $195,518
    From this org
    $159,112
    From related orgs
    $0
    Other
    $36,406
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,041
    Bonus
    $0
    Other
    $2,071
    Deferred
    $8,181
    Nontaxable benefits
    $28,225
    Filer's total
    $195,518

  • MICHAEL DIMAGGIO

    VP, DEVELOPMENT

    Total calculated
    $266,935
    From this org
    $241,107
    From related orgs
    $0
    Other
    $25,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,121
    Bonus
    $0
    Other
    $3,986
    Deferred
    $12,184
    Nontaxable benefits
    $13,644
    Filer's total
    $266,935

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • KWI

    501(c)(3) · SUPPORTING · OH · controlled entity

    Directly controlled by KWF

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • KWSL LLC

    STD LENDING · OH · income $0 · assets $0

    Directly controlled by KF

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202521289349303627

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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