2016-05-09T09:21:25-05:00 2015-06-30 550486667 ARNETT CARBIS TOOTHMAN LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2014-07-01 251561504 THE WATSON INSTITUTE WATS 4127492870 301 CAMP MEETING ROAD SEWICKLEY PA 15143 BARRY W BOHN CEO 4127492870 2016-02-22 1 JEFFREY J PETRELL CPA P00138808 4126356270 2016-02-22 2014 2016-08-17 19:52:53Z BARRY W BOHN 301 CAMP MEETING ROAD SEWICKLEY PA 15143 11147722 0 X WWW.THEWATSONINSTITUTE.ORG X 1987 PA 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. 17 16 174 84 0 0 1157420 733782 4599699 4880656 9835903 5398934 96932 82696 15689954 11096068 124080 118600 0 0 4631586 4708473 0 0 215631 1858948 2096906 6614614 6923979 9075340 4172089 124904857 121888607 3241326 3767422 121663531 118121185 X THE WATSON INSTITUTE THROUGH ITS FAMILY OF SCHOOLS & SERVICES HELPS CHILDREN & YOUTH WITH SPECIAL NEEDS ACHIEVE THEIR FULLEST POTENTIAL IN ALL ASPECTS OF THEIR LIVES. WATSON STRIVES TO PROVIDE: PROGRAMS THAT SERVE THE NEEDS OF CHILDREN WITH AUTISM SPECTRUM DISORDERS, NEUROLOGICAL IMPAIRMENTS OR SERIOUS EMOTIONAL CHALLENGES, WITH DIAGNOSTIC, EDUCATIONAL, AND THERAPEUTIC SUPPORT; SUPPORT TO THE FAMILIES OF THESE CHILDREN THROUGH EDUCATION, COUNSELING, WRAP-AROUND, OUTPATIENT SERVICES AND RESPITE PROGRAMS; AND TRAINING AND TECHNICAL SUPPORT TO EDUCATORS, PSYCHOLOGISTS, AND THERAPISTS AND OTHERS WORKING IN THIS FIELD. 0 0 1555762 1188984 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 2015 TOTALED: 68 WRAP-AROUND; 90 SUMMER CAMP; & 634 OUTPATIENT. 989113 1030980 TRAINING AND CONSULTATION PROVIDES CONSULTATION, TRAINING, PROGRAM DEVELOPMENT AND CONTRACTUAL SERVICES TO SCHOOL DISTRICTS, MENTAL HEALTH/MENTAL RETARDATION AND WRAP-AROUND SERVICE PROVIDERS. OVER 42 SCHOOL DISTRICTS WERE SERVED IN FISCAL YEAR 2015. 1055689 33561 1379395 WIBSA-WATSON INSTITUTE BEHAVIOR SUPPORT ACADEMY WHICH SERVES STUDENTS WITH AUTISM SPECTRUM DISORDER AND OTHER COMMUNICATION BEHAVIOR DISORDERS. PROVIDES STUDENTS WITH INTENSIVE BEHAVIORAL SUPPORT FOR A SHORT PERIOD OF TIME SO THAT THE STUDENT CAN RETURN TO A LESS RESTRICTIVE CLASSROOM SETTING. 33 STUDENTS SERVED IN FISCAL YEAR 2015. 146816 24709 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 72 CHILDREN DURING FISCAL YEAR 2015. 1080480 34478 1256588 THE WATSON INSTITUTE SCHOOL-BASED CYBER ACADEMY (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 36 STUDENTS ENROLLED FOR FISCAL YEAR 2015. 50561 50561 SCHOLARSHIPS FOR STUDENTS ATTENDING THE EDUCATION CENTER AT THE WATSON INSTITUTE. 1277857 85039 1281297 4878421 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 174 1 0 1 CJ 0 0 0 1 1 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X BARRY W BOHN 4127492870 301 CAMP MEETING ROAD SEWICKLEY PA 15143 RAYMOND B WHITE CEO/TRUSTEE 14.00 26.00 X X 309540 0 19639 WILLIAM WRENSHALL IV CHAIRPERSON 1.00 2.00 X X 0 0 0 JEFFREY S FLICK VICE CHAIRPERSON 1.00 2.00 X X 0 0 0 CHARLES E THORNE SECRETARY 1.00 2.00 X X 0 0 0 ERIC HUSS TREASURER 1.00 2.00 X X 0 0 0 MICHAEL A ANGERMAN TRUSTEE 1.00 2.00 X 0 0 0 JEFFREY J BRESCH TRUSTEE 1.00 2.00 X 0 0 0 J KAYE CUPPLES PHD TRUSTEE 1.00 2.00 X 0 0 0 DAVID 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 MALCOLM NIMICK 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 TODD JANSMA TRUSTEE 1.00 2.00 X 0 0 0 DANIEL A BRAILER TRUSTEE 1.00 2.00 X 0 0 0 BARRY BOHN CFO 8.00 32.00 X 0 210918 25918 MARILYN HOYSON COO/VP 11.00 29.00 X 0 177839 22315 309540 388757 67872 1 0 1 0 0 9575 724207 733782 WISBA 900099 1379395 1379395 WISCA 900099 1256588 1256588 PSYCHOLOGICAL REVENUE 900099 1188984 1188984 TRAINING & CONSULTATION 900099 1030980 1030980 CAREBREAK 900099 24709 24709 4880656 2712973 2712973 2685961 0 2685961 2685961 2685961 98019 9575 51654 46365 46365 MISCELLANEOUS REVENUE 900099 36331 36331 36331 11096068 4880656 0 5481630 118600 118600 292335 40250 171318 80767 3260626 2840097 383933 36596 345388 285483 49394 10511 565977 490872 68238 6867 244147 206329 31728 6090 79585 11727 37776 30082 26694 26694 117000 117000 517052 328164 185856 3032 84346 84346 139023 107855 29585 1583 174090 173787 303 2413 2413 86887 43103 24885 18899 15280 13754 1526 242665 93215 145712 3738 59100 57097 2003 TRUST FEES 352869 352869 MINOR EQUIPMENT 60850 59241 1609 CONSULTING 37440 37440 BOND FEES 29793 29793 71819 28504 28155 15160 6923979 4878421 1829927 215631 385061 331184 61907 38200 351413 583735 3330 17305 645190 556028 78289 89162 115266304 110907395 8758553 9921626 124904857 121888607 534888 606767 11891 251016 2694547 2909639 3241326 3767422 X 87695811 85856447 33234 128796 33934486 32135942 121663531 118121185 124904857 121888607 X 4172089 -7115084 -599351 X X 0 1 X 1 0 X X 2 THE EDUCATION CENTER AT THE WATON INSTITUTE 251556310 6 1 0 0 THE WATSON INSTITUTE FRIENDSHIP ACADEMY 256012886 6 1 28049 0 2 28049 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 7423 0 0 7423 0 PART II-B, LINE 1: PART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: THE ORGANIZATION CONTACTS LEGISLATORS AND GOVERNMENT OFFICIALS TO ENCOURAGE LEGISLATION THAT SECURES STATE FUNDING OF CAPITAL PROJECTS THAT FURTHER THE EXEMPT PURPOSES OF THE WATSON INSITUTUTE AND ITS RELATED TAX EXEMPT ORGANIZATIONS. 32529363 -293712 1395052 105942 30734657 29023866 4816970 1208394 103079 32529363 26401190 3895608 1174591 98341 29023866 28065411 -323327 1248012 92882 26401190 23652354 5565686 1058980 93649 28065411 1.00000 0 0 645190 556028 89162 89162 CASH AND SHORT-TERM INVESTMENTS 804520 F CORPORATE AND MUNICIPAL BONDS 5041487 F MUTUAL FUNDS 59206970 F OTHER INVESTMENTS 45854418 F 110907395 ACCRUED INTEREST 51268 BENEFICIAL INTEREST HELD IN TRUST 4744136 DUE FROM RELATED PARTIES 3975615 DEFERRED COMPENSATION 1150607 9921626 NET PENSION LIABILITY 1759032 DEFERRED COMPENSATION 1150607 2909639 X 11570536 10150 464318 474468 11096068 0 11096068 7367660 10150 433531 443681 6923979 0 6923979 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, 2015 AND 2014. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 51,654. RESTRICTED FUNDS TRANSFERRED INTO OPERATIONS 412,664. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 51,654. RESTRICTED EXPENSES TRANSFERRED INTO OPERATIONS 381,877. PRO AM (GOLF EVENT) 107594 9575 98019 10600 4800 9975 17526 170 8583 107594 9575 98019 10600 4800 9975 17526 170 8583 51654 46365 1 SCHOLARSHIPS FOR THE WATSON INSTITUTE SCHOOL-BASED CYBER ACADEMY (WISCA), THE WATSON INSTITUTE BEHAVIOR SUPPORT ACADEMY (WIBSA), AND THE EDUCATION CENTER AT THE WATSON INSTITUTE 33 118600 PART I, LINE 2: 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. X 1 1 X X 0 0 0 0 0 0 0 0 0 RAYMOND B WHITE CEO/TRUSTEE 231706 0 46925 0 30909 0 5843 0 13796 0 329179 0 0 0 BARRY BOHN CFO 0 152679 0 40452 0 17787 0 8169 0 17749 0 236836 0 0 MARILYN HOYSON COO/VP 0 136468 0 23206 0 18165 0 5843 0 16472 0 200154 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 TRANSFERRED INTO OPERATIONS -381,877. CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD IN TRUST -88,531. INTERCOMPANY TRANSFERS 32,487. CHANGE IN UNRECOGNIZED GAINS AND AMORTIZATION OF PRIOR SERVICE COSTS -574,094. ASSETS RELEASED FROM RESTRICTION 412,664. 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. 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 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 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 THE EDUCATION CENTER AT THE WATSON INSTITUTE P 985000 THE WATSON INSTITUTE FRIENDSHIP ACADEMY Q 280000