THE WATSON INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE WATSON INSTITUTE (EIN 25-1561504)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-04-26
- IRS object ID
- 201941169349300644
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-26T13:21:01-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNETT CARBIS TOOTHMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE STE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251561504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WATSON INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATS | BusinessNameControlTxt |
| Phone | 4127492870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CAMP MEETING ROAD | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD F FLANDERS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4127492871 | PhoneNum |
| Signature | 2019-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J PETRELL CPA | PreparerPersonNm |
| PTIN | P00138808 | PTIN |
| Phone | 4126356270 | PhoneNum |
| Preparation | 2019-03-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.12.119.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-27 | IPDt |
| IP Tm | 10:23:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72B78E95B4312DC4E656F88A79A80C9663818AE3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4B2DF3443AED9F0EDEF4ADFF8798A32823EC0B88 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONALD F FLANDERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CAMP MEETING ROAD | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,066,802 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEWATSONINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SERVES AS A PARENT CORPORATION TO NON-PROFIT EDUCATIONAL ENTITIES. PROVIDES DIAGNOSTIC, THERAPEUTIC, OUTPATIENT AND RESPITE SERVICES TO CHILDREN AND FAMILIES AND PROVIDES TRAINING TO EDUCATORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 148 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,197,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,670,487 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,779,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,844,474 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,702,319 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,205,762 | CYInvestmentIncomeAmt |
| PY Other Revenue | $164,894 | PYOtherRevenueAmt |
| CY Other Revenue | $274,759 | CYOtherRevenueAmt |
| PY Total Revenue | $10,843,618 | PYTotalRevenueAmt |
| CY Total Revenue | $11,995,482 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $111,433 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $113,127 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,533,271 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,973,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,441 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,669,098 | PYOtherExpensesAmt |
| CY Other Expenses | $1,749,714 | CYOtherExpensesAmt |
| PY Total Expenses | $6,313,802 | PYTotalExpensesAmt |
| CY Total Expenses | $5,835,859 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,529,816 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,159,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,789,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,264,701 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,224,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,841,497 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,565,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $132,423,204 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WATSON INSTITUTE HELPS CHILDREN WITH SPECIAL NEEDS ACHIEVE THEIR FULLEST POTENTIAL IN ALL ASPECTS OF THEIR LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,469,678 | ExpenseAmt |
| Revenue | $1,192,682 | RevenueAmt |
| Desc | THE PSYCHOLOGICAL SERVICES PROGRAM ADDRESSES THE DIAGNOSIS, TREATMENT, & INTERVENTION FOR CHILDREN WITH AUTISM & RELATED DISORDERS BY PROVIDING WRAP-AROUND SERVICES, FAMILY & GROUP THERAPY SESSIONS, SUMMER CAMP PROGRAMS, SOCIAL SKILLS GROUPS, & MEDICATION MANAGEMENT. THE NUMBER OF CHILDREN SERVED DURING FISCAL YEAR 2018 TOTALED: 58 WRAP-AROUND; 61 SUMMER CAMP; & 880 OUTPATIENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $933,579 | ExpenseAmt |
| Revenue | $971,142 | RevenueAmt |
| Desc | TRAINING AND CONSULTATION PROVIDES CONSULTATION, TRAINING, PROGRAM DEVELOPMENT AND CONTRACTUAL SERVICES TO SCHOOL DISTRICTS, MENTAL HEALTH/MENTAL RETARDATION AND WRAP-AROUND SERVICE PROVIDERS. 42 SCHOOL DISTRICTS WERE SERVED IN FISCAL YEAR 2018. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,640,641 | ExpenseAmt |
| Grant | $25,273 | GrantAmt |
| Revenue | $1,670,560 | RevenueAmt |
| Desc | THE WATSON INSTITUTE SOCIAL CENTER FOR ACADEMY ACHIEVEMENT (WISCA) BEGAN IN THE FALL OF 2008. WISCA IS DESIGNED TO MEET THE INDIVIDUAL NEEDS OF ADOLESCENTS WITH ASPBERGER'S DISORDER AND HIGH FUNCTIONING AUTISTIC DISORDER WHO REQUIRE THERAPEUTIC INTERVENTION AND SUPPORTS THAT CANNOT BE DELIVERED IN A TRADITIONAL CLASSROOM SETTING. AN ONLINE ACADEMIC CURRICULUM IS PAIRED WITH THERAPEUTIC TRAINING AND COMMUNITY BASED INTERVENTION BASED ON EACH STUDENTS INDIVIDUALIZED EDUCATION PLAN. WISCA HAD 57 STUDENTS ENROLLED FOR FISCAL YEAR 2018. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $114,272 | $10,090 | CAREBREAK SCREENS & TRAINS VOLUNTEERS WHO ARE MATCHED WITH FAMILIES TO PROVIDE SHORT-TERM RESPITE CARE TO FAMILIES WITH CHILDREN WITH DISABILITIES. DAY AND OVERNIGHT RESPITE SESSIONS ARE INCLUSIVE PROGRAMS IN A CAMP-LIKE SETTING FOR CHILDREN AND SIBLINGS WITH AND WITHOUT DISABILITIES. CAMP ACTIVITIES ARE SUPERVISED BY A HIGH STAFF TO CHILD RATIO AND A NURSE WHILE PROVIDING PARENTS WITH A RESPITE. 6 SESSIONS OCCUR PER YEAR. CAREBREAK SERVED 80 CHILDREN DURING FISCAL YEAR 2018. | |
| $87,854 | SCHOLARSHIPS FOR STUDENTS ATTENDING THE EDUCATION CENTER AT THE WATSON INSTITUTE. | $87,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $202,126 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $87,854 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,090 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,246,024 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 148 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD F FLANDERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127492871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CAMP MEETING ROAD | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BARRY BOHN | |||||||
| CEO/ASSISTANT SECRETARY | 8.00 | 32.00 | Yes (X) | Yes (X) | $0 | $402,570 | $19,186 |
| JEFFREY S FLICK | |||||||
| CHAIRPERSON | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM E WRENSHALL IV | |||||||
| VICE CHAIRPERSON | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK HALE | |||||||
| VICE CHAIRPERSON | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC HUSS | |||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL A ANGERMAN | |||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL A BRAILER | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| J KAYE CUPPLES PHD | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID R FREUDENRICH | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| A JAY GROSS PHD | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN IEZZI | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TODD R JANSMA | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOUISE KACZMAREK PHD | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| J ERIC RENNER | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HARTON S SEMPLE III | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W THOMAS | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES E THORNE | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD FLANDERS | |||||||
| CFO | 11.00 | 29.00 | Yes (X) | $0 | $160,578 | $22,559 | |
| MARILYN HOYSON | |||||||
| VICE PRESIDENT/COO | 11.00 | 29.00 | Yes (X) | $0 | $201,659 | $16,451 | |
| KARA MOSTOWY | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $152,485 | $0 | $15,604 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $152,485 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $764,807 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,800 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $20,720 | FundraisingAmt |
| All Other Contributions | $1,649,767 | AllOtherContributionsAmt |
| Total Contributions | $1,670,487 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WISCA | 900099 | $1,670,560 | $1,670,560 |
| PSYCHOLOGICAL REVENUE | 900099 | $1,192,682 | $1,192,682 |
| TRAINING & CONSULTATION | 900099 | $971,142 | $971,142 |
| CAREBREAK | 900099 | $10,090 | $10,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,844,474 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,735,849 | TotalRevenueColumnAmt |
| Exclusion | $2,735,849 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,469,913 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,469,913 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,469,913 | TotalRevenueColumnAmt |
| Exclusion | $3,469,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $150,110 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $20,720 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,320 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,790 | TotalRevenueColumnAmt |
| Exclusion | $78,790 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $195,969 | TotalRevenueColumnAmt |
| Exclusion | $195,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $195,969 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,995,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,844,474 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,480,521 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,127 | TotalAmt |
| Program Services | $113,127 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,604 | TotalAmt |
| Program Services | $3,444 | ProgramServicesAmt |
| Management And General | $195,160 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,733,367 | TotalAmt |
| Program Services | $2,412,344 | ProgramServicesAmt |
| Management And General | $229,619 | ManagementAndGeneralAmt |
| Fundraising | $91,404 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,503 | TotalAmt |
| Program Services | $358,171 | ProgramServicesAmt |
| Management And General | $53,224 | ManagementAndGeneralAmt |
| Fundraising | $12,108 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,355 | TotalAmt |
| Program Services | $397,598 | ProgramServicesAmt |
| Management And General | $20,952 | ManagementAndGeneralAmt |
| Fundraising | $5,805 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,189 | TotalAmt |
| Program Services | $168,561 | ProgramServicesAmt |
| Management And General | $15,006 | ManagementAndGeneralAmt |
| Fundraising | $9,622 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620 | TotalAmt |
| Management And General | $2,620 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,120 | TotalAmt |
| Management And General | $29,120 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,000 | TotalAmt |
| Management And General | $123,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,093 | TotalAmt |
| Program Services | $458,902 | ProgramServicesAmt |
| Management And General | $130,199 | ManagementAndGeneralAmt |
| Fundraising | $26,992 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,485 | TotalAmt |
| Program Services | $350 | ProgramServicesAmt |
| Management And General | $36,135 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,768 | TotalAmt |
| Program Services | $93,495 | ProgramServicesAmt |
| Management And General | $9,108 | ManagementAndGeneralAmt |
| Fundraising | $2,165 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,583 | TotalAmt |
| Program Services | $23,973 | ProgramServicesAmt |
| Management And General | $130 | ManagementAndGeneralAmt |
| Fundraising | $480 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490 | TotalAmt |
| Management And General | $490 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,526 | TotalAmt |
| Program Services | $50,025 | ProgramServicesAmt |
| Management And General | $12,624 | ManagementAndGeneralAmt |
| Fundraising | $1,877 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,499 | TotalAmt |
| Management And General | $39,499 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,856 | TotalAmt |
| Program Services | $36,678 | ProgramServicesAmt |
| Management And General | $61,855 | ManagementAndGeneralAmt |
| Fundraising | $5,323 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,778 | TotalAmt |
| Management And General | $10,778 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INTEREST AND BOND FEES | $374,644 | $374,644 | ||
| CONSULTING | $92,269 | $47,969 | $41,375 | $2,925 |
| EQUIPMENT | $51,012 | $6,789 | $44,223 | |
| EQUIPMENT RENTAL & MAIN | $26,521 | $1,760 | $18,653 | $6,108 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,450 | TotalAmt |
| Program Services | $25,105 | ProgramServicesAmt |
| Management And General | $15,713 | ManagementAndGeneralAmt |
| Fundraising | $8,632 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,835,859 | TotalAmt |
| Program Services | $4,246,024 | ProgramServicesAmt |
| Management And General | $1,416,394 | ManagementAndGeneralAmt |
| Fundraising | $173,441 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,343 | BOYAmt |
| EOY | $263,350 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,872 | BOYAmt |
| EOY | $384,796 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,138 | BOYAmt |
| EOY | $534,125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,326 | BOYAmt |
| EOY | $43,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $397,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $325,897 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,993 | BOYAmt |
| EOY | $71,893 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,953,546 | BOYAmt |
| EOY | $120,423,640 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,738,660 | BOYAmt |
| EOY | $13,543,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,789,878 | BOYAmt |
| EOY | $135,264,701 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,462 | BOYAmt |
| EOY | $1,440,416 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,125 | BOYAmt |
| EOY | $525,155 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,740,215 | BOYAmt |
| EOY | $875,926 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,224,802 | BOYAmt |
| EOY | $2,841,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,612,294 | BOYAmt |
| EOY | $99,873,705 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,858 | BOYAmt |
| EOY | $229,362 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,761,924 | BOYAmt |
| EOY | $32,320,137 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,565,076 | BOYAmt |
| EOY | $132,423,204 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,789,878 | BOYAmt |
| EOY | $135,264,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,159,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,589,023 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $109,482 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE EDUCATION CENTER AT THE WATSON INSTITUTE | ||||
| 251556310 | 6 | Yes (1) | $67,670 | $0 |
| THE WATSON INSTITUTE FRIENDSHIP ACADEMY | ||||
| 256012886 | 6 | Yes (1) | $24,354 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $92,024 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,384,556 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,987,894 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,355,228 | OtherExpendituresAmt |
| Administrative Expenses | $101,856 | AdministrativeExpensesAmt |
| End Year Balance | $30,915,366 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,403,813 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,471,650 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,395,670 | OtherExpendituresAmt |
| Administrative Expenses | $95,237 | AdministrativeExpensesAmt |
| End Year Balance | $30,384,556 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,734,657 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$820,618 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,414,076 | OtherExpendituresAmt |
| Administrative Expenses | $96,150 | AdministrativeExpensesAmt |
| End Year Balance | $28,403,813 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,529,363 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$293,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,395,052 | OtherExpendituresAmt |
| Administrative Expenses | $105,942 | AdministrativeExpensesAmt |
| End Year Balance | $30,734,657 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,023,866 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,816,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,208,394 | OtherExpendituresAmt |
| Administrative Expenses | $103,079 | AdministrativeExpensesAmt |
| End Year Balance | $32,529,363 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $325,897 | DepreciationAmt |
| Book Value | $71,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,893 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND SHORT-TERM INVESTMENTS | $933,689 | F |
| CORPORATE AND MUNICIPAL BONDS | $5,396,671 | F |
| MUTUAL FUNDS | $59,743,693 | F |
| OTHER INVESTMENTS | $54,349,587 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $120,423,640 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST | $79,971 |
| BENEFICIAL INTEREST HELD IN TRUST | $4,880,398 |
| DUE FROM RELATED PARTIES | $7,611,403 |
| DEFERRED COMPENSATION | $972,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,543,867 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PENSION LIABILITY | Desc |
| Amt | $875,926 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $875,926 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,637,589 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,589,023 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,118 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $71,320 | OtherRevenueAmt |
| Revenue Not Reported | $1,666,461 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,971,128 | RevenueSubtotalAmt |
| Other Revenues Not Included | $24,354 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $24,354 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,995,482 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,374,564 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,118 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $532,587 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $538,705 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,835,859 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,835,859 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT THE UNFUNDED OR UNDERFUNDED DIAGNOSTIC, EDUCATIONAL, AND THERAPEUTIC SERVICES THAT THE WATSON INSTITUTE PROVIDES TO CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES. |
| PART X, LINE 2: | THE INSTITUTE IS A NOT-FOR-PROFIT ENTITY AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THERE WERE NO INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 71,320. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY TRANSFERS 24,354. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 71,320. RESTRICTED EXPENSES TRANSFERRED INTO OPERATIONS 461,267. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRO AM (GOLF EVENT) | Event1Nm |
| Gross Receipts Event1 | $170,830 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,720 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $150,110 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $14,574 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,425 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,072 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $21,749 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $170,830 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,720 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $150,110 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $14,574 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,425 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,072 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,749 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $78,790 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR THE WATSON INSTITUTE SCHOOL-BASED CYBER ACADEMY (WISCA) AND THE EDUCATION CENTER AT THE WATSON INSTITUTE | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $113,127 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS WERE PROVIDED TO ASSIST LOW INCOME FAMILIES MEETING CERTAIN CRITERIA WITH THE COST OF TUITION FOR THE WATSON INSTITUTE SCHOOL-BASED CYBER ACADEMY (WISCA), THE WATSON INSTITUTE BEHAVIOR SUPPORT ACADEMY (WIBSA), AND THE EDUCATION CENTER AT THE WATSON INSTITUTE. THE SCHOLARSHIPS WERE ISSUED TO THE STUDENTS' HOME SCHOOL DISTRICTS TO OFFSET TOTAL TUITION COSTS THAT THE DISTRICTS ARE RESPONSIBLE FOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY BOHN | ||||||||||||||
| CEO/ASSISTANT SECRETARY | $0 | $249,287 | $0 | $51,595 | $0 | $101,688 | $0 | $0 | $0 | $19,186 | $0 | $421,756 | $0 | $0 |
| RONALD FLANDERS | ||||||||||||||
| CFO | $0 | $133,907 | $0 | $21,450 | $0 | $5,221 | $0 | $5,547 | $0 | $17,012 | $0 | $183,137 | $0 | $0 |
| MARILYN HOYSON | ||||||||||||||
| VICE PRESIDENT/COO | $0 | $149,298 | $0 | $30,551 | $0 | $21,810 | $0 | $0 | $0 | $16,451 | $0 | $218,110 | $0 | $0 |
| KARA MOSTOWY | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $127,985 | $0 | $19,500 | $0 | $5,000 | $0 | $9,334 | $0 | $6,270 | $0 | $168,089 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 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: | RESTRICTED EXPENSES TRANSFERED INTO OPERATIONS -461,266. CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD IN TRUST 119,996. CHANGE IN UNRECOGNIZED LOSSES AND AMORTIZATION OF PRIOR SERVICE COSTS 542,776. RETIREMENT ALLOCATION -67,670. INTERCOMPANY TRANSFERS -24,354. |
| FORM 990, PART XII, LINE 2C: | 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE EDUCATION CENTER AT THE WATSON INSTITUTE | ||||||||||
| 301 CAMP MEETING ROAD | SEWICKLEY | PA | 15143 | 251556310 | SPECIAL EDUCATION | PA | 501(C)(3) | LINE 2 | THE WATSON INSTITUTE | Yes (1) |
| THE WATSON INSTITUTE FRIENDSHIP ACADEMY | ||||||||||
| 301 CAMP MEETING ROAD | SEWICKLEY | PA | 15143 | 256012886 | SPECIAL EDUCATION | PA | 501(C)(3) | LINE 2 | THE WATSON INSTITUTE | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| THE EDUCATION CENTER AT THE WATSON INSTITUTE | |
| P | $850,000 |
| THE WATSON INSTITUTE FRIENDSHIP ACADEMY | |
| Q | $40,000 |
Comments