AUMdb

Waterford Institute Inc

EIN 510202349 · 501(c)(3) · Public charity · Taylorsville, UT · recognized 1976

Assets
$52.7M
Revenue
$46.2M
Expenses
$59.4M
Investment income
$1.5M

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Evaluation And Training Institute Evaluation services $703,475
Knowledge Leaders Llc Contract recruiter $205,453
Tanner Lc Professional services $108,831
Offor Walker Group Llc Consulting services $100,200

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
David Myers Ceo chief executive officer $590,536 $37,125
Jodi Sohrt Director of school relations $359,008 $22,500
Edward Heuston Executive director $348,787 $24,586
Sheri Black Vice president of school relations $345,215 $31,210
Daniel Newbold Director of school relations $275,278 $7,200
Thomas Ness Chief financial officer $272,903 $36,300
Claudia Miner Executive director & co-founder of upstart $270,967 $24,718
Clark Beal Svp school relations $252,436 $29,250
Rebecca Kelley Chief of advocacy and community engagement $236,633 $19,546
Breck Nielsen Director of school relations $235,889 $4,951
Lori Pugh Chief people officer $217,655 $16,872
Kathy Landon Chief operating officer $217,401 $29,290
Michael Hight Chief technology officer $217,008 $16,317
Leah Walker Evp, equity and inclusion $216,627 $22,866
Jenni Torres Executive vp & chief academic officer $191,564 $22,500
Kim Fischer Vice president, marketing $190,836 $30,250
James Lund Evp, program success $186,056 $13,275
Michael Hudson Vp, it & security $175,470 $8,992
Ernest Blackwell Board chair $0 $0
Allison Gushee Molkenthin Board member $0 $0
James Holbrook Board member, secretary, treasurer $0 $0
Wayne Ysaguirre Board member $0 $0
Stephanie Monroe Board member $0 $0
Matt Grimes Board member $0 $0
Jack Ryan Board member $0 $0