Public Charity

WATERFORD INSTITUTE INC

Based in TAYLORSVILLE, UT, WATERFORD INSTITUTE INC operates as a Public Charity. The organization reported $46.2M in revenue, $59.4M in expenses, $52.7M in total assets for fiscal year 2024. Imperigo tracks 30 reported grant relationships connected to this organization totaling approximately $36.7M.

EIN: 510202349 TAYLORSVILLE, UT Latest filing: 2024
Total Revenue$46.2M
Total Expenses$59.4M
Total Assets$52.7M
Grant Records30
Funding Total$36.7M
Filing Years2020–2024

Mission

WATERFORD PROVIDES PRE-K THROUGH 2ND-GRADE READING, MATH, AND SCIENCE PROGRAMS THAT CHILDREN CAN USE WHEREVER THEY LEARN. OUR PROGRAMS HELP CHILDREN REACH CRITICAL MILESTONES BY THE 3RD GRADE, LAYING THE FOUNDATION FOR THEIR FUTURE SUCCESS.

Officers & Directors

BOARD MEMBER Allison Gushee Molkenthin
DIRECTOR OF SCHOOL RELATIONS Breck Nielsen
SVP SCHOOL RELATIONS Clark Beal
EXECUTIVE DIRECTOR & CO-FOUNDER OF UPSTART Claudia Miner
DIRECTOR OF SCHOOL RELATIONS Daniel Newbold
CEO CHIEF EXECUTIVE OFFICER David Myers

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC, SOCIETAL BENEFIT
$10,508,325 6 grants
TO SUPPORT SCALING PLAN
$10,500,000 3 grants
TO PROVIDE COVID-19 SUPPORT
$6,700,000 1 grant
EDUCATION
$3,917,216 4 grants
For grant recipient's exempt purposes
$3,217,620 6 grants

Financial Trends

Year Revenue Expenses Assets
2024 $46.2M $59.4M $52.7M
2023 $73.5M $60.4M $72.5M
2022 $59.0M $57.7M $68.7M
2021 $58.1M $47.4M $69.6M
2020 $50.7M $42.7M $37.7M

Between 2020 and 2024, reported annual revenue declined from $50.7M to $46.2M (-9%), with total assets most recently reported at $52.7M.

Interactive year-over-year charts and full filing details available with membership.

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