Nonprofit · EIN 27-4865865
WATERFORD SCHOOL HOLDING CORPORATION
Tax-exempt · SANDY, UT 84093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $38,333,509 | $38,549,178 | -$215,669 | $98,196,903 | $50,169,816 | $48,027,087 |
| August 31, 2024 | 990 | $39,117,276 | $34,350,565 | $4,766,711 | $97,409,886 | $50,941,948 | $46,467,938 |
| August 31, 2023 | 990 | $37,352,085 | $32,223,920 | $5,128,165 | $90,127,433 | $50,325,752 | $39,801,681 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $3,106,151
- Program service revenue
- $34,324,546
- Investment income
- $678,142
- Net rental income
- $224,670
- Net gain from sales of assets
- $10,571
- Other revenue
- $224,670
Expenses
- Grants and similar amounts paid
- $3,882,154
- Compensation of officers, directors and key employees
- $2,064,425
- Other salaries and wages
- $16,536,709
- Salaries, compensation and benefits (total)
- $23,044,548
- Professional fundraising fees
- $0
- Occupancy
- $1,058,660
- Travel
- $667,393
- Depreciation
- $2,732,770
- Program services (functional)
- $32,362,027
- Management and general (functional)
- $4,536,419
- Fundraising (functional)
- $1,650,732
Balance sheet and other
- Total assets, start of year
- $97,409,886
- Total assets, end of year
- $98,196,903
- Total liabilities, end of year
- $50,169,816
- Net assets, end of year
- $48,027,087
- Land, buildings and equipment
- $58,148,140
- Net assets without donor restrictions
- $32,772,885
- Net assets with donor restrictions
- $15,254,202
- Gross unrelated business income
- $208,025
- Gross receipts
- $38,333,509
- Employees
- 437
- Volunteers
- 475
- Year formed
- 2011
- State of legal domicile
- UT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREW MENKE | HEAD OF SCHOOL Trustee or director, Officer | 55 | $445,642 | $34,912 |
| GREG MILES | CHIEF FINANCIAL OFFICER Officer | 55 | $228,121 | $36,669 |
| TODD WINTERS | DIRECTOR OF ADVANCEMENT Key employee | 55 | $214,111 | $36,494 |
| BRANDON BENNETT | ASSOCIATE HEAD OF SCHOOL Key employee | 55 | $200,353 | $11,729 |
| DARREN BECK | IT DIRECTOR Highest-paid employee | 45 | $148,440 | $33,032 |
| KATHY MORRIS | MUSIC DEPARTMENT CHAIR Highest-paid employee | 45 | $157,000 | $18,321 |
| MELANIE BATTISTONE | LOWER SCHOOL HEAD Key employee | 55 | $151,495 | $9,718 |
| JAMES HARRIS | SCIENCE TEACHER Highest-paid employee | 45 | $114,372 | $29,949 |
| CHARLES ROSETT | ENGLISH TEACHER Highest-paid employee | 45 | $110,435 | $22,991 |
| ANDREA BRAULT | DIRECTOR OF DEVELOPMENT Highest-paid employee | 45 | $109,335 | $14,820 |
| BEN BARSHIED | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BLAKE MURRAY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CANDICE VOGEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID O'BRIEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ERIC HUEFNER | BOARD CHAIR Trustee or director | 6 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER SCOTT | TRUSTEE Trustee or director | 3 | $0 |
| HEATHER ZYNCZAK | TRUSTEE Trustee or director | 3 | $0 |
| JAMIE HOLDEN | TRUSTEE Trustee or director | 3 | $0 |
| JILL KOZIOL | TRUSTEE Trustee or director | 3 | $0 |
| JORGE RODRIGUEZ | TRUSTEE Trustee or director | 3 | $0 |
| MATT CULBERSON | TRUSTEE Trustee or director | 3 | $0 |
| NATE WALKINGSHAW | TRUSTEE Trustee or director | 3 | $0 |
| RON MIKA | TRUSTEE Trustee or director | 3 | $0 |
| STEVE MILLER | TRUSTEE Trustee or director | 3 | $0 |
| SUNNY SANYAL | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended August 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREW MENKE | HEAD OF SCHOOL Trustee or director, Officer | 55 | $446,491 | $31,939 |
| TODD WINTERS | DIRECTOR OF ADVANCEMENT Key employee | 55 | $204,587 | $34,286 |
| GREG MILES | CHIEF FINANCIAL OFFICER Officer | 55 | $201,753 | $34,087 |
| BRANDON BENNETT | ASSOCIATE HEAD OF SCHOOL Key employee | 55 | $183,686 | $10,634 |
| DARREN BECK | IT DIRECTOR Highest-paid employee | 44 | $141,904 | $30,930 |
| KATHY MORRIS | MUSIC DEPARTMENT CHAIR Highest-paid employee | 45 | $154,056 | $17,585 |
| MELANIE BATTISTONE | LOWER SCHOOL HEAD Key employee | 55 | $146,525 | $9,342 |
| JAMES HARRIS | SCIENCE TEACHER Highest-paid employee | 45 | $117,755 | $28,349 |
| CHARLES ROSETT | ENGLISH TEACHER Highest-paid employee | 45 | $121,992 | $21,967 |
| NANCY WOLLER | LIBERAL ARTS CHAIR Highest-paid employee | 45 | $114,334 | $14,090 |
| CHANTAL DOLAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ERIC HUEFNER | BOARD CHAIR Trustee or director | 6 | $0 | $0 |
| RON MIKA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| STEVE MILLER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JB TAYLOR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| AARON AIZAD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HEATHER SCOTT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BLAKE MURRAY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BEA WASHINGTON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HEATHER ZYNCZAK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MATT CULBERSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAMIE HOLDEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SUNNY SANYAL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| NATE WALKINGSHAW | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended August 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREW MENKE | HEAD OF SCHOOL Trustee or director, Officer | 55 | $386,971 | $30,809 |
| TODD WINTERS | DIRECTOR OF ADVANCEMENT Highest-paid employee | 55 | $186,647 | $29,304 |
| GREG MILES | CHIEF FINANCIAL OFFICER Officer | 55 | $162,528 | $31,585 |
| BRANDON BENNETT | ASSOCIATE HEAD OF SCHOOL Key employee | 55 | $166,592 | $9,660 |
| KATHY MORRIS | MUSIC DEPARTMENT CHAIR Highest-paid employee | 45 | $129,629 | $16,634 |
| DARREN BECK | IT DIRECTOR Highest-paid employee | 45 | $115,859 | $28,829 |
| MELANIE BATTISTONE | LOWER SCHOOL HEAD Highest-paid employee | 55 | $133,599 | $8,530 |
| CHARLES ROSETT | ENGLISH TEACHER Highest-paid employee | 45 | $105,825 | $20,846 |
| CHANTAL DOLAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RAY ETCHEVERRY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ERIC HUEFNER | BOARD CHAIR Trustee or director | 6 | $0 | $0 |
| RON MIKA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| STEVE MILLER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KRISTIN STOCKHAM | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TOM STOCKHAM | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JB TAYLOR | TRUSTEE Trustee or director | 3 | $0 | $0 |
| AARON AIZAD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HEATHER SCOTT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BLAKE MURRAY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BEA WASHINGTON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HEATHER ZYNCZAK | TRUSTEE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1590 E 9400 S, SANDY, UT 84093-3009
- In care of
- % GREG MILES
- Mailing address (990-N for 2010)
- 1590 East 9400 South, Sandy UT 84093
- Principal officer (990 for 2024)
- Andrew Menke, 1590 E 9400 S, SANDY, UT 84093
- Principal officer (990-N for 2010)
- Greg Miles, 1590 East 9400 South, Sandy UT 84093
- Signed the 990
- Andrew Menke, Head of School
- Phone
- (801) 572-1780
- Return prepared by
- TANNER LLP
Mission
WE PROVIDE STUDENTS WITH A WORLD-CLASS LIBERAL ARTS EDUCATION THAT STIMULATES INTELLECT, IGNITES PASSION, AND SHAPES CHARACTER.
Program accomplishments
- OPERATE A PRE-K TO GRADE 12 INDEPENDENT SCHOOLExpenses $32,362,027 · grants $3,882,154 · revenue $34,351,762
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 27-4865865
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $98,196,903
- Income (IRS master file)
- $38,333,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $38,333,509 | $38,549,178 | $98,196,903 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $39,117,276 | $34,350,565 | $97,409,886 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $37,352,085 | $32,223,920 | $90,127,433 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $38,316,741 | $28,243,718 | $81,474,052 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Greg Miles | August 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4865865).
Questions about WATERFORD SCHOOL HOLDING CORPORATION
- What is the EIN of WATERFORD SCHOOL HOLDING CORPORATION?
- The employer identification number (EIN) of WATERFORD SCHOOL HOLDING CORPORATION is 27-4865865.
- Is WATERFORD SCHOOL HOLDING CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to WATERFORD SCHOOL HOLDING CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WATERFORD SCHOOL HOLDING CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WATERFORD SCHOOL HOLDING CORPORATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WATERFORD SCHOOL HOLDING CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of WATERFORD SCHOOL HOLDING CORPORATION?
- The 990 for the year ended August 31, 2025 names Andrew Menke.
- Who are the officers and directors of WATERFORD SCHOOL HOLDING CORPORATION?
- The 990 for the year ended August 31, 2025 lists 25 people; 10 received compensation from the organization, the highest $445,642 (ANDREW MENKE, HEAD OF SCHOOL).
- How much revenue does WATERFORD SCHOOL HOLDING CORPORATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $38,333,509, expenses of $38,549,178 and total assets of $98,196,903 at year end.
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