Waterford Institute INC

Taylorsville, Utah

B+Health Score
74B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 5 peers in Science & Technology with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.43×
Peer Median9.71×
💰
$73.5M
Total Revenue
📊
$60.4M
Total Expenses
🏦
$26.2M
Net Assets
📋
$46.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+24.6%
Year-over-year change (2022 → 2023)
Net Margin
+17.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.43
Net assets divided by total expenses
Liabilities-to-Assets
63.8%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$73,532,65725%$60,437,8275%$72,458,9245%
2022$59,028,1882%$57,748,59822%$68,734,7671%
2021$58,080,60115%$47,412,03511%$69,642,79085%
2020$50,700,39955%$42,677,64334%$37,694,59758%
2019$32,670,42824%$31,816,15926%$23,879,65672%
2018$26,341,30918%$25,255,1336%$13,905,99714%
2017$22,279,66142%$23,752,71818%$12,222,39614%
2016$15,642,12721%$20,106,87811%$10,743,95892%
2015$12,911,99920%$18,182,16624%$5,583,94839%
2014$10,755,79320%$14,692,02565%$9,176,66036%
2013$8,935,58650%$8,930,15225%$6,756,98914%
2012$5,963,00982%$11,866,44060%$7,811,76881%
2011$33,218,414$29,889,549$41,288,810

Frequently Asked Questions

What does Waterford Institute INC do?

Waterford Institute INC is a science & technology nonprofit organization based in Utah. It is classified under NTEE code U410 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Waterford Institute INC financially healthy?

Based on our 9-metric Financial Health Score model, Waterford Institute INC has a score of 74/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Waterford Institute INC generate?

Waterford Institute INC reports $46.2M in annual revenue and holds $52.7M in total assets, based on IRS filings.

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