KWI

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

WILLIAM HITE

Phone

5139294777

Tax Period

2022-07-01 to 2023-06-30

KWI, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2022. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.6M, a strong 91% operating margin.

Mission

KWI SUPPORTS THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION THROUGH MANAGING ITS INVESTMENT PORTFOLIO AND PROVIDING FUNDING FOR THE FOUNDATION'S ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $29,981 Revenue: $2,479,289

DURING FISCAL YEAR 2023, KWI SUPPORTED THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION THROUGH PROVIDING $6,385,961 OF OPERATIONAL SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,897,601

Other Revenue $0

TOTAL REVENUE $2,897,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,981

Other Expenses $260,545

TOTAL EXPENSES $260,545

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,897,601	$8,238,773	-0.6%
Expenses	$260,545	$275,019	-0.1%
Net Income	$2,637,056	$7,963,754	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$798,667

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY BRINKMAN	COO, VP OF FINANCE & TREASURER	3.0	Officer	$0	$47,529	$310,955
MATTHEW WILLIAMS	EVP/CHIEF STRAT OFF&SECRETARY	1.0	Officer	$0	$39,955	$290,795
WILLIAM HITE	PRESIDENT & CEO	1.0	Officer	$0	$10,346	$196,917
MARK DAVIS	DIRECTOR	1.0	Director	$0	$0	$0
ADAM EAGLESTON	DIRECTOR	1.0	Director	$0	$0	$0
THOMAS FRY	CHAIR OF THE BOARD	1.0	Officer Director	$0	$0	$0
EILEEN RUDDEN	VICE CHAIR OF THE BOARD	1.0	Officer Director	$0	$0	$0
VICTOR YOUNG	DIRECTOR	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,897,601	$260,545	$109,523,305	$2,637,056
2022	$8,238,773	$275,019	$107,586,437	$7,963,754
2021	$5,875,395	$281,233	$125,234,031	$5,594,162
2020	$771,535	$244,010	$105,794,348	$527,525
2019	$5,929,816	$259,761	$112,758,718	$5,670,055
2018	$23,643,713	$296,591	$116,831,519	$23,347,122