Nonprofit · EIN 20-3274586
WAITT INSTITUTE
Tax-exempt · N SIOUX CITY, SD 57049
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,174,063 | $8,354,705 | -$1,180,642 | $787,176 | $1,384,451 | -$597,275 |
| December 31, 2023 | 990-PF | $7,937,219 | $8,360,204 | -$422,985 | $1,578,619 | $995,343 | $583,276 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,141,280
- Interest
- $32,783
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $269,234
- Salaries, compensation and benefits (total)
- $2,824,130
- Disbursements for charitable purposes
- $9,211,083
- Excise tax on investment income
- $448
Balance sheet and other
- Total assets, start of year
- $1,578,619
- Total assets, end of year
- $787,176
- Total liabilities, end of year
- $1,384,451
- Net assets, end of year
- -$597,275
- Fair market value of assets
- $787,176
- Qualifying distributions
- $9,224,007
- Net investment income
- $32,783
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN MENGERINK 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | EXECUTIVE DIRECTOR | 40 | $240,295 | $28,249 |
| UTE ZISCHKA 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | SENIOR DIRECTOR OF P Highest-paid employee | 40 | $186,706 | $35,898 |
| TAMARA MARSHALL 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | OPERATIONS MANAGER Highest-paid employee | 40 | $170,010 | $50,278 |
| JOHN WEBER 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | MSP PROGRAM DIRECTOR Highest-paid employee | 40 | $163,550 | $10,726 |
| MIKE DESSNER 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | DIRECTOR OF SPECIAL Highest-paid employee | 40 | $157,536 | $21,941 |
| NOAH GREENBERG 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | BLUE ECONOMY DIRECTO Highest-paid employee | 40 | $155,390 | $33,045 |
| THEODORE W WAITT 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | CHAIRMAN/DIRECTOR | 6 | $0 | $0 |
| DAVE RUSSELL 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | DIRECTOR | 0.5 | $0 | $0 |
| SHANE HARTNETT 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | DIRECTOR | 2 | $0 | $0 |
| JOSH SHERER 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | TREASURER | 2 | $0 | $0 |
| DAVID STOOS 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | SECRETARY | 2 | $0 | $0 |
| EMILY WAITT 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | DIRECTOR | 0.5 | $0 | $0 |
| SOPHIE WAITT 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN MENGERINK 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | EXECUTIVE DIRECTOR | 40 | $224,975 | $25,983 |
| JOE LEPORE 7817 IVANHOE AVE STE 300, LA JOLLA, CA 92037 | SPECIAL PROJECTS MAN Highest-paid employee | 40 | $161,891 | $10,589 |
| MIKE DESSNER 7817 IVANHOE AVE STE 300, LA JOLLA, CA 92037 | DIRECTOR OF SPECIAL Highest-paid employee | 40 | $156,669 | $23,235 |
| JOHN WEBER 4411 MARSH ELDER COURT, CONCORD, CA 94521 | MSP PROGRAM DIRECTOR Highest-paid employee | 40 | $156,482 | $10,296 |
| UTE ZISCHKA 5532 KATHLEEN CT, SANTA ROSA, CA 95409 | SENIOR DIRECTOR OF P Highest-paid employee | 40 | $156,014 | $35,376 |
| TAMARA MARSHALL 2349 PORCH SWING ST, CHULA VISTA, CA 91915 | OPERATIONS MANAGER Highest-paid employee | 40 | $154,854 | $49,497 |
| THEODORE W WAITT 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | CHAIRMAN/DIRECTOR | 6 | $0 | $0 |
| DAVE RUSSELL 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | DIRECTOR | 0.5 | $0 | $0 |
| SHANE HARTNETT 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | DIRECTOR | 2 | $0 | $0 |
| JOSH SHERER 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | TREASURER | 2 | $0 | $0 |
| DAVID STOOS 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | SECRETARY | 2 | $0 | $0 |
| EMILY WAITT 7817 IVANHOE AVE SUITE 300, LA JOLLA, CA 92037 | DIRECTOR | 0.5 | $0 | $0 |
| SOPHIE WAITT 801 RIVER DRIVE SUITE 200, NORTH SIOUX CITY, SD 57049 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, N SIOUX CITY, SD 57049-0559
- In care of
- % DOUGLAS N VARLEY
- Signed the 990-PF
- JOSH SHERER, TREASURER
- Phone
- (605) 232-9929
- Website
- WWW.WAITTINSTITUTE.ORG
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3274586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A05)
- Assets (IRS master file)
- $787,176
- Income (IRS master file)
- $12,878,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,174,063 | $8,354,705 | $787,176 | XML |
| 990-PF | December 2023 | $7,937,219 | $8,360,204 | $1,578,619 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
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 20-3274586).
Questions about WAITT INSTITUTE
- What is the EIN of WAITT INSTITUTE?
- The employer identification number (EIN) of WAITT INSTITUTE is 20-3274586.
- Is WAITT INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WAITT INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WAITT INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAITT INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAITT INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WAITT INSTITUTE?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 6 received compensation from the organization, the highest $240,295 (KATHRYN MENGERINK, EXECUTIVE DIRECTOR).
- How much revenue does WAITT INSTITUTE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,174,063, expenses of $8,354,705 and total assets of $787,176 at year end.
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All nonprofits in N SIOUX CITY · South Dakota · Arts, culture and humanities