2021-05-05T11:06:39-05:00 2020-06-30 550486667 ARNETT CARBIS TOOTHMAN LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2019-07-01 251556310 THE EDUCATION CENTER AT THE WATSON INSTITUTE EDUC 4127492870 301 CAMP MEETING ROAD SEWICKLEY PA 15143 RONALD F FLANDERS CFO 4127492871 2021-05-05 1 KELLY A BROCIOUS CPA P01254262 4126356270 2021-05-05 2019 2022-09-23 18:48:47Z RONALD F FLANDERS 301 CAMP MEETING ROAD SEWICKLEY PA 15143 18694252 0 X WWW.THEWATSONINSTITUTE.ORG X 1986 PA AN APPROVED PRIVATE SCHOOL LICENSED TO SERVE CHILDREN AGES 3 TO 21 WITH AUTISM, CEREBRAL PALSY, NEUROLOGICAL IMPAIRMENTS AND OTHER DEVELOPMENTAL DISABILITIES. 16 15 413 16 0 0 221170 268242 17445590 18005779 0 2000 256145 330133 17922905 18606154 0 0 0 0 13900141 15093111 0 0 0 5380311 5721323 19280452 20814434 -1357547 -2208280 35297251 34809149 54327544 60538855 -19030293 -25729706 X THE WATSON INSTITUTE HELPS CHILDREN WITH SPECIAL NEEDS ACHIEVE THEIR FULLEST POTENTIAL IN ALL ASPECTS OF THEIR LIVES. 0 0 17582907 16074786 EDUCATION CENTER - AN APPROVED PRIVATE SCHOOL LICENSED WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION. SERVES STUDENTS AGES 3 TO 21 WITH AUTISM, CEREBAL PALSY, NEUROLOGICAL IMPAIRMENTS AND OTHER DEVELOPMENTAL DISABILITIES. 323 STUDENTS WERE SERVED DURING FISCAL YEAR END JUNE 30, 2020. 1335281 1221599 LEAP PRESCHOOL - 3 LOCATIONS WHERE CHILDREN WITH AUTISM ARE INTEGRATED WITH THEIR TYPICALLY DEVELOPING PEERS. BEHAVIORAL AND DEVELOPMENT TECHNIQUES ARE USED IN THIS ENVIRONMENT. 35 STUDENTS WERE SERVED DURING FISCAL YEAR END JUNE 30, 2020. 58314 92780 IDEA B - COMMUNITY-BASED INSTRUCTION PROGRAM - PROVIDES OPPORTUNITIES FOR STUDENTS WITH SEVERE DISABILITIES TO LEARN WITHIN THE COMMUNITY. PROGRAM EMPHASIZES COMMUNITY LIVING SKILLS, PREVOCATIONAL SKILLS AND FUNCTIONAL ACADEMICS NEEDED FOR INVOLVEMENT AND INDEPENDENCE IN A VARIETY OF SETTINGS. 40 STUDENTS WERE SERVED DURING FISCAL YEAR END JUNE 30, 2020. 212483 616614 ESY - EXTENDED SCHOOL YEAR - SPECIAL EDUCATION OR RELATED SERVICES PROVIDED TO CHILDREN WITH AUTISM, CEREBAL PALSY, DEVELOPMENTAL DELAYS, AND OTHER IMPAIRMENTS OUTSIDE OF A STANDARD SCHEDULE OF SCHOOL DAYS WITHIN A SCHOOL TERM. ESY SERVED 289 STUDENTS IN FISCAL YEAR JUNE 30, 2020. 212483 616614 19188985 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 413 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X RONALD F FLANDERS 4127492871 301 CAMP MEETING ROAD SEWICKLEY PA 15143 BARRY BOHN CEO/TRUSTEE 8.00 32.00 X X 356455 0 18944 JEFFREY S FLICK CHAIRPERSON 1.00 2.00 X X 0 0 0 MARK HALE VICE CHAIRPERSON 1.00 2.00 X X 0 0 0 ERIC HUSS TREASURER 1.00 2.00 X X 0 0 0 MICHAEL A ANGERMAN SECRETARY 1.00 2.00 X X 0 0 0 DANIEL A BRAILER TRUSTEE 1.00 2.00 X 0 0 0 JOHN SCHMITT TRUSTEE 1.00 2.00 X 0 0 0 DAVID R FREUDENRICH TRUSTEE 1.00 2.00 X 0 0 0 A JAY GROSS PHD TRUSTEE 1.00 2.00 X 0 0 0 LYNN IEZZI TRUSTEE 1.00 2.00 X 0 0 0 TODD R JANSMA TRUSTEE 1.00 2.00 X 0 0 0 LOUISE KACZMAREK PHD TRUSTEE 1.00 2.00 X 0 0 0 J ERIC RENNER TRUSTEE 1.00 2.00 X 0 0 0 HARTON S SEMPLE III TRUSTEE 1.00 2.00 X 0 0 0 ROBERT W THOMAS TRUSTEE 1.00 2.00 X 0 0 0 CHARLES E THORNE TRUSTEE 1.00 2.00 X 0 0 0 MARILYN HOYSON COO/VP 11.00 29.00 X 213687 0 16437 RONALD FLANDERS CFO 11.00 29.00 X 190343 0 28956 MELISSA PAINTER VICE PRESIDENT OF HUMAN RESOURCES 21.00 19.00 X 176375 0 7501 MICHELE TRETTEL PROGRAM DIRECTOR 40.00 X 120430 0 17127 1057290 0 88965 5 0 1 0 COZEN O'CONNOR 301 GRANT STREET 41ST FLOOR PITTSBURGH PA 15219 LEGAL SERVICES 104035 1 268242 268242 TUITION REVENUE 900099 17223715 17223715 OTHER SUPPORT 900099 782064 782064 18005779 64225 88098 -23873 -23873 -23873 2000 0 2000 2000 2000 PRIOR YEAR SETTLEMENTS 900099 354006 354006 354006 18606154 18005779 0 332133 316414 316414 11207635 10596876 610759 589129 536690 52439 2192301 2200961 -8660 787632 709567 78065 77594 70138 7456 26247 26247 453 453 381965 338185 43780 458961 371996 86965 13213 13213 12686 10856 1830 894423 863727 30696 2052753 1964018 88735 229118 229118 BOND EXPENSES 1161891 1161891 EQUIPMENT RENTAL AND MA 211622 211380 242 EQUIPMENT 188556 160392 28164 NON-REIMBURSABLE 70040 70040 -58199 -320516 262317 20814434 19188985 1625449 0 1237947 914694 837381 1040360 153219 334789 51484393 18965087 33068704 32519306 35297251 34809149 1576486 2764110 589517 550000 31823278 31205092 6983656 6808002 13354607 19211651 54327544 60538855 X -19030293 -25729706 -19030293 -25729706 35297251 34809149 X -2208280 -4491133 X X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 1 2550 2550 0 PART II-B, LINE 1: THE EDUCATION CENTER AT THE WATSON INSTITUTE PAYS MEMBERSHIP DUES TO ALLIANCE OF APPROVED PRIVATE SCHOOLS. ALLIANCE OF APPROVED PRIVATE SCHOOLS CONTRACTS WITH GREENLEE PARTNERS WHO PROVIDE ADVOCACY/LOBBYING EFFORTS. 2914774 2914774 42712789 15752516 26960273 5856830 3212571 2644259 32519306 NET PENSION LIABILITY 7114455 DUE TO AFFILIATES 12097196 19211651 X 18694252 88098 88098 18606154 0 18606154 20902532 88098 88098 20814434 0 20814434 PART X, LINE 2: THE EDUCATION CENTER IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE EDUCATION CENTER HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 88,098. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 88,098. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS PUBLISHED IN QUARTERLY NEWSLETTERS AND OTHER PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE EDUCATION CENTER RECEIVES FEDERAL MONIES FROM THE COMMONWEALTH OF PA, DEPARTMENT OF EDUCATION, & ECIA IDEA-B PROGRAM. X X X 0 0 0 0 0 0 0 0 0 BARRY BOHN CEO/TRUSTEE 283022 0 53143 0 20290 0 0 0 18944 0 375399 0 0 0 MARILYN HOYSON COO/VP 158466 0 32411 0 22810 0 0 0 16437 0 230124 0 0 0 RONALD FLANDERS CFO 157986 0 22094 0 10263 0 11530 0 17426 0 219299 0 0 0 MELISSA PAINTER VICE PRESIDENT OF HUMAN RESOURCES 144881 0 20804 0 10690 0 0 0 7501 0 183876 0 0 0 A ALLEGHENY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 251269117 28140LAB1 2015-12-15 21500000 ACQUISITION AND CONSTRUCTION COSTS FOR NEW SCHOOL 0 0 0 A 2047075 18108735 153113 17955622 0 0 0 1 A 0 0 0 0 0 0 0 A 0 1 0 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE EDUCATION CENTER AT THE WATSON INSTITUTE IS THE WATSON INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7A THE WATSON INSTITUTE APPOINTS THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND THE CEO OF THE EDUCATION CENTER AT THE WATSON INSTITUTE. THE WATSON INSTITUTE ALSO NOMINATES THE CANDIDATES FOR THE BOARD OF TRUSTEE FOR THE EDUCATION CENTER AT THE WATSON INSTITUTE. FORM 990, PART VI, SECTION A, LINE 7B THE WATSON INSTITUTE HAS THE FOLLOWING EXPRESSLY RESERVED POWERS: REVIEW AND APPROVAL OF THE CAPITAL AND OPERATING BUDGETS. APPROVAL OF CAPITAL EXPENDITURES IN EXCESS OF AN ESTABLISHED AMOUNT AS MAY BE SET FROM TIME TO TIME. APPROVAL OF BYLAWS AND ANY AMENDMENTS THERETO AND TO THE ARTICLES OF INCORPORATION. APPROVAL OF ANY CORPORATE BORROWINGS OR ANY PLACING OF ENCUMBRANCES ON ASSETS, ANY SALES OR LEASES OF CORPORATE PROPERTY OR ANY OTHER ACTIONS NOT IN THE ORDINARY COURSE OF BUSINESS. APPROVAL OF ANY PLAN OF MERGER, CONSOLIDATION, DIVISION, OR DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE (7 MEMBERS) PRIOR TO BEING FILED WITH THE IRS. THE FINANCE COMMITTEE HAS BEEN DELEGATED THE DUTY TO REVIEW FORM 990 BY THE ENTIRE VOTING MEMBERSHIP OF THE BOARD. ISSUES OR DISCREPANCIES ARE INVESTIGATED WITH MANAGEMENT AND BROUGHT TO THE ATTENTION OF THE ENTIRE BOARD WHEN NECESSARY. A FOLLOW-UP FINANCE COMMITTEE MEETING FOLLOWS THE DISTRIBUTION OF THE ELECTRONIC COPY FOR THE FINANCE COMMITTEE TO GIVE FINAL APPROVAL FOR THE FILING OF FORM 990. FORM 990 IS AVAILABLE TO ANY BOARD MEMBER UPON REQUEST THROUGHOUT THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT ARE SENT TO THE BOARD MEMBERS ANNUALLY AND ARE MONITORED FOR RETURN. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEE'S EXECUTIVE COMMITTEE. ORGANIZATIONAL GOALS ARE SET ANNUALLY FOR EACH MEMBER OF THE SENIOR MANAGEMENT TEAM. THESE GOALS COINCIDE WITH THE FISCAL YEAR SO THAT AT THE END OF THE FISCAL YEAR EVALUATIONS ARE COMPLETED ON EACH MEMBER OF THE TEAM. COMPENSATION DECISIONS ARE THEN BASED ON THE ACCOMPLISHMENTS OF THE ANNUAL ORGANIZATIONAL GOALS. FORM 990, PART VI, SECTION C, LINE 18 THE EDUCATION CENTER AT THE WATSON INSTITUTE MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE EDUCATION CENTER AT THE WATSON INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC . FORM 990, PART XI, LINE 9: RETIREMENT ALLOCATION 34,515. CHANGE IN UNRECOGNIZED LOSSES AND AMORTIZATION OF PRIOR SERVICE COST -4,525,648. FORM 990, PART XII, LINE 2C: THE EDUCATION CENTER AT THE WATSON INSTITUTE HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE WATSON INSTITUTE 301 CAMP MEETING RD SEWICKLEY PA 15143 251561504 PARENT/EDUCATION PA 501(C)(3) LINE 12A, I 0 THE WATSON INSTITUTE FRIENDSHIP ACADEMY 301 CAMP MEETING RD SEWICKLEY PA 15143 256012886 SPECIAL EDUCATION PA 501(C)(3) LINE 2 THE WATSON INSTITUTE 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1