2026-07-15T15:56:05+00:00 2025-08-31 202253063 TANNER LLP 36 S State Street Suite 600 Salt Lake City UT 841111400 990 2024-09-01 274865865 WATERFORD SCHOOL HOLDING CORPORATION WATE 8015721780 1590 E 9400 S SANDY UT 84093 Andrew Menke Head of School 2026-07-15 true MARC METCALF P00170461 8015327444 2026-07-06 2024 2025-03-06 01:10:19Z Andrew Menke 1590 E 9400 S SANDY UT 84093 38333509 false X NA X 2011 UT OPERATE A PRE-K TO GRADE 12 INDEPENDENT SCHOOL 15 14 437 475 208025 92801 6246270 3106151 32287748 34324546 458794 678142 124464 224670 39117276 38333509 3531115 3882154 0 21549567 23044548 0 1650732 9269883 11622476 34350565 38549178 4766711 -215669 97409886 98196903 50941948 50169816 46467938 48027087 WE PROVIDE STUDENTS WITH A WORLD-CLASS LIBERAL ARTS EDUCATION THAT STIMULATES INTELLECT, IGNITES PASSION, AND SHAPES CHARACTER. false false 32362027 3882154 34351762 OPERATE A PRE-K TO GRADE 12 INDEPENDENT SCHOOL 32362027 true true false false false false false false false true true true false false true true true false true false false false false false false false false false true true true false false false false false false false false false false true false false false true false false false false false true 19 0 false 437 true true true false false false false true true false false false false false false X 15 14 false false false false false false false true true false false false true true true true true false true false false false UT X WATERFORD SCHOOL HOLDING CORPORATION 8015721780 1590 E 9400 S SANDY UT 84093 ANDREW MENKE HEAD OF SCHOOL 55.0 X X 445642 0 34912 BEN BARSHIED TRUSTEE 3.0 X 0 0 0 BLAKE MURRAY TRUSTEE 3.0 X 0 0 0 CANDICE VOGEL TRUSTEE 3.0 X 0 0 0 DAVID O'BRIEN TRUSTEE 3.0 X 0 0 0 ERIC HUEFNER BOARD CHAIR 6.0 X 0 0 0 HEATHER SCOTT TRUSTEE 3.0 X 0 0 0 HEATHER ZYNCZAK TRUSTEE 3.0 X 0 0 0 JAMIE HOLDEN TRUSTEE 3.0 X 0 0 0 JILL KOZIOL TRUSTEE 3.0 X 0 0 0 JORGE RODRIGUEZ TRUSTEE 3.0 X 0 0 0 MATT CULBERSON TRUSTEE 3.0 X 0 0 0 NATE WALKINGSHAW TRUSTEE 3.0 X 0 0 0 RON MIKA TRUSTEE 3.0 X 0 0 0 STEVE MILLER TRUSTEE 3.0 X 0 0 0 SUNNY SANYAL TRUSTEE 3.0 X 0 0 0 GREG MILES CHIEF FINANCIAL OFFICER 55.0 X 228121 0 36669 BRANDON BENNETT ASSOCIATE HEAD OF SCHOOL 55.0 X 200353 0 11729 MELANIE BATTISTONE LOWER SCHOOL HEAD 55.0 X 151495 0 9718 TODD WINTERS DIRECTOR OF ADVANCEMENT 55.0 X 214111 0 36494 ANDREA BRAULT DIRECTOR OF DEVELOPMENT 45.0 X 109335 0 14820 CHARLES ROSETT ENGLISH TEACHER 45.0 X 110435 0 22991 DARREN BECK IT DIRECTOR 45.0 X 148440 0 33032 JAMES HARRIS SCIENCE TEACHER 45.0 X 114372 0 29949 KATHY MORRIS MUSIC DEPARTMENT CHAIR 45.0 X 157000 0 18321 1879304 0 248635 11 false true false 0 3106151 1504410 3106151 TUITION & FEES 33277344 33277344 AUXILIARY REVENUES 777413 777413 DEVELOPMENT REVENUE 269789 269789 0 0 0 0 34324546 667571 667571 208025 16645 208025 16645 224670 16645 208025 10571 0 10571 10571 10571 0 0 0 0 0 38333509 34351762 208025 667571 3882154 3882154 2064425 2064425 16536709 13216896 2434087 885726 4443414 3650382 581451 211581 485997 399259 63596 23142 32653 26825 4273 1555 456147 374737 59690 21720 1058660 869717 138533 50410 667393 548281 87333 31779 750989 616957 98272 35760 2732770 2245042 357602 130126 CONTRACT SERVICES 1819323 1494622 238071 86630 SUPPLIES 1232398 1012447 161268 58683 BAD DEBT 575333 472651 75286 27396 COGS 291668 239613 38167 13888 1519145 1248019 198790 72336 38549178 32362027 4536419 1650732 19042913 21687039 4933246 2185533 722289 933197 0 0 0 0 359620 347143 1258497 818646 87100818 28952678 59924545 58148140 11168776 14077205 0 0 0 97409886 98196903 2858576 1656206 20379632 21429134 0 0 27664385 27064223 39355 20253 50941948 50169816 30120024 32772885 16347914 15254202 46467938 48027087 97409886 98196903 -215669 1774818 0 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10318882 1899388 1854095 55000 14017365 7855548 1063704 1458630 59000 10318882 6721685 587120 596743 50000 7855548 7359899 293350 -906564 25000 6721685 5105292 1004600 1300007 50000 7359899 0.0008 0.6183 0.3809 false false 5446793 5446793 74687543 24926083 49761460 4579176 2634318 1944858 2387306 1392277 995029 58148140 Closely-held equity interests Financial derivatives INVESTMENTS 14077205 F 14077205 Federal Income Taxes OTHER LONG-TERM LIABILITIES 20253 20253 X 36226173 1774818 0 1774818 34451355 3882154 3882154 38333509 34667024 0 0 34667024 3882154 3882154 38549178 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE SCHOOL RECOGNIZES A TAX LIABILITY IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF AUGUST 31, 2025, THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FINANCIAL AID NETTED AGAINST TUITION IN FINANCIAL STATEMENTS - 3882154 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FINANCIAL AID NETTED AGAINST TUITION IN FINANCIAL STATEMENTS - 3882154 true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY INCLUDES ALL NONDISCRIMINATORY POLICIES IN ALL PUBLIC NOTICES AND PUBLIC MEDIA. false Financial Aid 190 3882154 X X X false false false false false false false false false ANDREW MENKE HEAD OF SCHOOL 366442 0 24000 0 55200 0 0 0 34912 0 480554 0 0 0 GREG MILES CHIEF FINANCIAL OFFICER 228121 0 0 0 0 0 0 0 36669 0 264790 0 0 0 BRANDON BENNETT ASSOCIATE HEAD OF SCHOOL 200353 0 0 0 0 0 0 0 11729 0 212082 0 0 0 TODD WINTERS DIRECTOR OF ADVANCEMENT 214111 0 0 0 0 0 0 0 36494 0 250605 0 0 0 MELANIE BATTISTONE LOWER SCHOOL HEAD 151495 0 0 0 0 0 0 0 9718 0 161213 0 0 0 KATHY MORRIS MUSIC DEPARTMENT CHAIR 111571 0 45429 0 0 0 0 0 18321 0 175321 0 0 0 DARREN BECK IT DIRECTOR 148440 0 0 0 0 0 0 0 33032 0 181472 0 0 0 A SANDY CITY 870345631 2022-04-28 25000000 CAMPUS CONSTRUCTION AND REFINANCING false false false A 2914746 25000000 223988 21861266 true false false true A false false false false false false 0 0 0.0 false false 0 false true A false false false false false false 0 false false false 0 false false true A true Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: SANDY CITY (A) ISSUER NAME: SANDY CITY (F) DESCRIPTION OF PURPOSE: CAMPUS CONSTRUCTION AND REFINANCING 15175 1504410 Market value false false false Form 990, Part VI, Line 11b Review of form 990 by governing body MANAGEMENT REVIEWS THE RETURN PRIOR TO FILING AND REVIEWS ANY SIGNIFICANT ISSUES OR DISCLOSURES WITH THE BOARD. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, WATERFORD PROVIDES THE BOARD THE CONFLICT OF INTEREST POLICY AND REQUIRES THEIR REVIEW AND RESPONSE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BOARD CHAIR REVIEWS AND APPROVES THE COMPENSATION OF THE HEAD OF SCHOOL. Form 990, Part VI, Line 19 Required documents available to the public THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. WATERFORD SCHOOL LLC 1590 E 9400 S SANDY UT 84093 201321381 OPERATION OF WATERFORD SCHOOL UT 34289998 39716400 WATERFORD SCHOOL UTAH UTAH HOLDING CORPORATION WATERFORD IMPATIENCE FUND LLC 1590 E 9400 S SANDY UT 84093 RESTRICTED ENDOWMENT FUND UT 0 332363 WATERFORD SCHOOL HOLDING CORPORATION