2014-11-13T15:06:26-06:00 2014-06-30 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2013-07-01 060655136 WATKINSON SCHOOL WATK 8602365618 180 BLOOMFIELD AVENUE HARTFORD CT 06105 WANDA SCHULMAN DIRECTOR OF FINANCE AND OPERATIONS 8602365618 2014-11-13 1 EDWARD G SULLIVAN P00579546 8605223111 2013 2015-11-30 17:44:51Z WANDA SCHULMAN 180 BLOOMFIELD AVE HARTFORD CT 06105 16300019 0 X WWW.WATKINSON.ORG X 1881 CT CO-EDUCATIONAL SECONDARY SCHOOL 27 26 141 0 0 0 898823 3443747 8802335 10144779 131128 396795 117806 158770 9950092 14144091 2106100 2454061 0 0 5728401 6344317 0 0 407040 1959762 2170807 9794263 10969185 155829 3174906 15453990 18818535 3920436 3740026 11533554 15078509 CO-EDUCATIONAL SECONDARY SCHOOL 0 0 7661101 2454061 10144779 CO-EDUCATIONAL SECONDARY SCHOOL OFFERING COLLEGE PREPARATORY COURSES FOR 276 STUDENTS IN GRADES 6 THROUGH 12, INCLUDING STUDENTS IN TRANSITION TO COLLEGE 103667 103667 7661101 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 70 0 1 141 1 0 0 0 0 0 1 1 0 0 0 0 X 27 26 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 X WANDA SCHULMAN 8602365618 180 BLOOMFIELD AVENUE HARTFORD CT 06105 PETER LISI PRESIDENT 3.00 X X 0 0 0 JEFFREY DORNENBURG VICE PRESIDENT 3.00 X X 0 0 0 PHYLLIS SHIKORA SECRETARY 3.00 X X 0 0 0 CHUCK MCLEAN-SHINAMAN TREASURER 3.00 X X 0 0 0 EVAN BERMAN TRUSTEE 3.00 X 0 0 0 SUZANNE BATCHELOR PINKES TRUSTEE 3.00 X 0 0 0 COLEMAN CASEY TRUSTEE 3.00 X 0 0 0 LAURA DAKE-ROCHE TRUSTEE 3.00 X 0 0 0 BRIAN FIERSTON TRUSTEE 3.00 X 0 0 0 JONATHAN FINK TRUSTEE 3.00 X 0 0 0 CAREN FOISIE GAUDET TRUSTEE 3.00 X 0 0 0 HANK GANS TRUSTEE 3.00 X 0 0 0 SUSAN HABERLANDT TRUSTEE 3.00 X 0 0 0 CAROL HANLON TRUSTEE 3.00 X 0 0 0 KATHLEEN KANE-FRANCALANGIA TRUSTEE 3.00 X 0 0 0 DONNA MARTINEZ TRUSTEE 3.00 X 0 0 0 ALLAN MAYER TRUSTEE 3.00 X 0 0 0 BRYAN OBERMEIER TRUSTEE 3.00 X 0 0 0 PRISCILLA PAULIN THORS TRUSTEE 3.00 X 0 0 0 RONALD SCHLOSSBERG TRUSTEE 3.00 X 0 0 0 JOHN SHIMANSKI TRUSTEE 3.00 X 0 0 0 THERESA WING HINES TRUSTEE 3.00 X 0 0 0 KAREN BOVARD FACULTY AND STAFF REPRESENTATIVE 40.00 X 68037 0 0 SUZANNE DAVIS PARENT REPRESENTATIVE 3.00 X 0 0 0 ROBIN FIERSTON PARENT REPRESENTATIVE 3.00 X 0 0 0 CYRUS DUFF STUDENT REPRESENTATIVE 3.00 X 0 0 0 BRANDONLEE CRUZ STUDENT REPRESENTATIVE 3.00 X 0 0 0 JOHN BRACKER HEAD OF SCHOOL 40.00 X 228760 0 53008 WANDA SCHULMAN DIRECTOR OF FINANCE 40.00 X 92809 0 31140 DEBRA CAUCHON DIRECTOR OF DEVELOPMENT 40.00 X 101395 0 0 491001 0 84148 2 0 1 0 PAC GROUP LLC 34 HAYDEN ROAD HARWINTON CT 06791 SCHOOL RENOVATIONS 162770 1 44975 9970 3388802 3443747 TUITION AND FEES 611600 10144779 10144779 10144779 71057 71057 64087 0 64087 64087 64087 2460307 2134569 325738 325738 325738 12375 44975 21359 -8984 -8984 OTHER 611600 103667 103667 103667 14144091 10248446 0 451898 2454061 2454061 321569 190979 114522 16068 4753524 2823104 1692893 237527 292708 173839 104243 14626 606656 360291 216051 30314 369860 219659 131720 18481 5533 3287 1970 276 31000 18411 11040 1549 63085 37466 22467 3152 86566 51411 30829 4326 75756 44992 26979 3785 410570 243836 146218 20516 5049 2999 1798 252 77184 45839 27488 3857 490907 291548 174829 24530 57139 33935 20349 2855 ACADEMIC 369199 369199 ADMINISTRATIVE 243948 144880 86878 12190 AUXILIARY 208150 123620 74129 10401 46721 27745 16641 2335 10969185 7661101 2901044 407040 783316 871551 23976 411849 61598 48603 5648 5404 84453 105732 14961462 5093521 9927185 9867941 4567814 7507455 15453990 18818535 105459 122077 1816525 1676484 1261656 1215857 736796 725608 3920436 3740026 X 7402351 7698879 1220758 1681297 2910445 5698333 11533554 15078509 15453990 18818535 3174906 370049 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4440617 2392706 785980 242013 7377290 3817546 135162 487909 4440617 3427459 349467 40620 3817546 2967249 25459 583146 148395 3427459 2567228 64540 335481 2967249 0.07100 0.19800 0.73100 0 0 1065000 1065000 12023896 3927396 8096500 1872566 1166125 706441 9867941 ACCRUED SALARIES AND BENEFITS 725608 725608 X 12060079 370049 370049 11690030 2454061 2454061 14144091 8515124 0 8515124 2454061 2454061 10969185 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 40 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE SCHOOL HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING CERTAIN PROVISIONS OF ASC 740, INCOME TAXES. USING THIS GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2014 AND 2013, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN IN ITS TAX RETURNS. CURRENTLY, THE SCHOOL'S FEDERAL INFORMATIONAL RETURNS FOR FISCAL YEARS 2010-2012 REMAIN OPEN TO INSPECTION BY THE IRS. THE SCHOOL'S 2013 FEDERAL INFORMATION RETURN IS TO BE FILED IN 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,454,061. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,454,061. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCIMINATORY POLICES SCHEDULE E, PART I, LINE 6 NO CHILD LEFT BEHIND PROVIDED $9,970 FOR COMPUTER EQUIPMENT. GALA 57350 44975 12375 15103 6256 57350 44975 12375 15103 6256 21359 -8984 1 TUITION ASSISTANCE 115 2454061 FAIR MARKET VALUE TUITION RELATED FINANCIAL AID X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JOHN BRACKER HEAD OF SCHOOL 218760 0 10000 0 0 0 0 0 53008 0 281768 0 0 0 WANDA SCHULMAN OFFICER - DIRECTOR OF FINANCE AND OPERATIONS 31140 TUITION REMISSION FOR HER CHILD CYRUS DUFF BOARD MEMBER - STUDENT REPRESENTATIVE 21000 TUITION ASSISTANCE FOR HIMSELF FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD OF TRUSTEES REVIEWS THE COMPLETE 990 BEFORE IT IS FILED. THE FULL BOARD OF TRUSTEES REVIEWS THE DOCUMENT WITHOUT SCHEDULE B BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL HAS A COMPENSATION COMMITTEE AND ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN PROCESS FROM THE PRIOR YEAR.