Nonprofit screen
Screen a listWaterford Institute Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$46Mrevenue
FY2024 · −20% in 3 yrs406staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−28.5%
Months of reserve3.6mo
Revenue growth (annualized)+11.0%
Middle half of peersMedianWaterford Institute
Where the money goes FY2024 · $59M spent
Programs$53M90%Management and general$5.5M9%Fundraising$532k1%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
7 of 7 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 11% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortFunders stay
4 of the 5 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists21funders
$12Ma year, last 3 years
34%from its largest funder
Funder’17’18’19’20’21’22’23Blue Meridian Partners IncOn and off$8.5M$6.7M$1.5MValhalla FoundationSince FY2020$2.6M$2.0M$2.8M$7.3MOverdeck Family Foundation IncSince FY2020$1.0M$3.0M$1.1M$1.0MDalio Foundation IncOn and off$831k$1.0M$506kOmidyar Network Fund IncStopped after FY2021$1.0M$1.0M–Daniels FundOn and off$200kDonor-advised giftsDonors not disclosed$10k$26k$1.4M$4.0M$939k$876k$11M6 other fundersUp to $100k a year each$150k$223k$142k
FundedThrough a donor-advised fundStopped