EIN 51-0202349

Waterford Institute

IRS 501(c) type
501(c)(3)
Num. employees
448
State
Year formed
1976
Most recent tax filings
2023-08-01
NTEE code, primary
Description
Waterford Institute blends the best aspects of learning science, mentoring relationships, and innovative technologies to provide academic equity for all learners through community, school, and home programs. Their collaborative model involves child, family, and teacher engagement to deliver excellence for all.
Total revenues
$73,532,657
2023
Total expenses
$60,437,827
2023
Total assets
$72,458,924
2023
Num. employees
448
2023

Program areas at Waterford Institute

Waterford.org seeks to blend the best aspects of learning science, mentoring relationships, and innovative technologies to form community, school, and home programs that deliver excellence and equity for all learners. Our collaborative model of child, family, and educator engagement delivers significant and lasting gains in academic achievement. School, legislative and philanthropic sponsors enable Waterford upstart, our at-home, kindergarten readiness program, to prepare four- and five-year old children for school. Sponsors customize Waterford upstart based on local needs, choosing from our array of capabilities in curriculum & instruction, educator services, family services, accessibility, and program management. The instructional software and other digital components of Waterford upstart continue into kindergarten and go through third grade, and these are available for school purchase as Waterford reading academy - a comprehensive, individualized and adaptive platform that guides students while "learning to read and "reading to learn."

Who funds Waterford Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
National Philanthropic TrustPublic, Societal Benefit$10,008,325
Valhalla FoundationScaling Kindergarten Readiness Programs$2,807,109
Blue Meridian PartnersTo Support Scaling Plan$1,500,000
...and 6 more grants received

Personnel at Waterford Institute

NameTitleCompensation
David Andrew MyersChief Executive Officer Chief Executive Officer / Chief Executive Officer / Chief Operating Officer and President$414,107
Kathy LandonChief Operating Officer / Chief Program Officer$212,930
Tom NessChief Financial Officer
Mark WellingChief Marketing Officer
Michael HightChief Technology Officer / Vice President of Products / Vice President of Technology$209,775
...and 24 more key personnel

Financials for Waterford Institute

RevenuesFYE 08/2023
Total grants, contributions, etc.$18,360,495
Program services$53,656,488
Investment income and dividends$1,493,332
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$22,342
Total revenues$73,532,657

Form 990s for Waterford Institute

Fiscal year endingDate received by IRSFormPDF link
2023-082024-07-15990View PDF
2022-082023-07-17990View PDF
2021-082022-07-15990View PDF
2020-082021-07-15990View PDF
2019-082021-01-28990View PDF
...and 10 more Form 990s

Organizations like Waterford Institute

OrganizationLocationRevenue
Communities in Schools of San AntonioSan Antonio, TX$21,431,732
Public PrepBronx, NY$53,189,146
Partnerships To Uplift Communities ValleyBurbank, CA$47,133,443
Phillips Exeter Academy (PEA)Exeter, NH$153,586,037
Khan AcademyMountain View, CA$53,234,817
Marshall University Research Corporation (MURC)Huntington, WV$61,567,325
CogniaAlpharetta, GA$124,301,623
ActIowa City, IA$240,733,534
Siatech / Guajome Park SiatechOceanside, CA$20,229,662
California Virtual Academies at Los AngelesSimi Valley, CA$81,428,977
Data update history
October 25, 2023
Received grants
Identified 2 new grant, including a grant for $1,500,000 from Blue Meridian Partners
August 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 24, 2023
Updated personnel
Identified 3 new personnel
August 20, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 4, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
SchoolsK-12 schoolsEducational service providersHeadquarter / parent organizationsCharities
Issues
Science and technologyEducation
Characteristics
Political advocacyConducts researchLobbyingOperates internationallyTax deductible donationsAccepts online donations
General information
Address
4246 S Riverboat Rd
Taylorsville, UT 84123
Metro area
Salt Lake City, UT
County
Salt Lake County, UT
Website URL
waterford.org/ 
Phone
(801) 576-4900
Facebook page
WaterfordInstitute 
Twitter profile
@waterford_inst 
IRS details
EIN
51-0202349
Fiscal year end
August
Taxreturn type
Form 990
Year formed
1976
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B90: Educational Services
NAICS code, primary
611110: Elementary and Secondary Schools
Parent/child status
Central organization
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