THE WATSON INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE WATSON INSTITUTE (EIN 25-1561504)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-06
- IRS object ID
- 201331269349301358
- Schema version
- 2011v1.5
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T15:19:25-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250988255 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARBIS WALKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE STE 650 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251561504 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WATSON INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WATS | NameControl |
| Phone | 4127492870 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CAMP MEETING ROAD | AddressLine1 |
| City | SEWICKLEY | City |
| State | PA | State |
| ZIP Code | 15143 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY W BOHN | Name |
| Title | CFO | Title |
| Phone | 4127492870 | Phone |
| Date Signed | 2013-03-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY J PETRELL CPA | Name |
| PTIN | P00138808 | PTIN |
| Phone | 4126356270 | Phone |
| Date Prepared | 2013-03-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RAYMOND B WHITE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CAMP MEETING ROAD | AddressLine1 |
| City | SEWICKLEY | City |
| State | PA | State |
| ZIP Code | 15143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7549284 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEWATSONINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 243 | TotalNbrEmployees |
| Total Nbr Volunteers | 91 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 380091 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 541472 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5603132 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4772507 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4644068 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2127354 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 136802 | OtherRevenuePriorYear |
| Other Revenue Current Year | 42412 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10764093 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7483745 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44764 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 162452 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5655998 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5221641 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 234754 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2295606 | OtherExpensePriorYear |
| Other Expenses Current Year | 1866407 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7996368 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7250500 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2767725 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 233245 | RevenuesLessExpensesCY |
| Total Assets BOY | 104141014 | TotalAssetsBOY |
| Total Assets EOY | 96596368 | TotalAssetsEOY |
| Total Liabilities BOY | 3578922 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5954983 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 100562092 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 90641385 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2531607 | Expense |
| Revenue | 2196444 | Revenue |
| Description | 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 2012 TOTALED: 93 WRAP-AROUND; 196 SUMMER CAMP; & 1,129 OUTPATIENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1162772 | Expense |
| Revenue | 929912 | Revenue |
| Description | TRAINING AND CONSULTATION PROVIDES CONSULTATION, TRAINING, PROGRAM DEVELOPMENT AND CONTRACTUAL SERVICES TO SCHOOL DISTRICTS, MENTAL HEALTH/MENTAL RETARDATION AND WRAP-AROUND SERVICE PROVIDERS. OVER 36 SCHOOL DISTRICTS WERE SERVED IN FISCAL YEAR 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 786989 | Expense |
| Revenue | 1147856 | Revenue |
| Description | 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. 28 STUDENTS SERVED IN FISCAL YEAR 2012. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 161178 | 8405 | 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 83 CHILDREN DURING FISCAL YEAR 2012. |
| 576296 | 435890 | 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 16 STUDENTS ENROLLED FOR FISCAL YEAR 2012. |
| 63430 | 54000 | WATSON INSTITUTE BEHAVIOR SUPPORT FOR YOUTH- THE WATSON INSTITUTE PROVIDES SCHOOL-BASED BEHAVIORAL SUPPORT TO THE STAFF OF THE PITTSBURGH PUBLIC SCHOOLS. TRAINING AND CONSULTATIVE SUPPORT IS PROVIDED TO THE STAFF AND ALSO TO THE STUDENTS WHEN NECESSARY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 800904 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 498295 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5282272 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 243 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY W BOHN VP CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4127492870 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 CAMP MEETING ROAD | AddressLine1 |
| City | SEWICKLEY | City |
| State | PA | State |
| ZIP Code | 15143 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RAYMOND B WHITE | ||||||||
| CEO/TRUSTEE | 14.00 | X | X | 282701 | 0 | 20236 | ||
| WILLIAM WRENSHALL IV | ||||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | ||
| JEFFREY S FLICK | ||||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | ||
| CHARLES E THORNE | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| ERIC HUSS | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| MARK HALE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL A ANGERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID R FREUDENRICH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM H BROWN JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| J KAYE CUPPLES PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY J BRESCH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AMY MARCINKIEWICZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| A JAY GROSS PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LYNN IEZZI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| J ERIC RENNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT W THOMAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES L WEISMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MALCOLM NIMICK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BARRY BOHN | ||||||||
| CFO/VP | 8.00 | X | 0 | 192223 | 22293 | |||
| MARILYN HOYSON | ||||||||
| COO/VP | 8.00 | 0 | 167650 | 19960 | X | |||
| JOSEPH R MCALLISTER | ||||||||
| PSYCHOLOGIST | 40.00 | 119557 | 0 | 12015 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 402258 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 359873 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74504 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 18207 | FundraisingEvents |
| All Other Contributions | 523265 | AllOtherContributions |
| Noncash Contributions | 9957 | NoncashContributions |
| Total Contributions | 541472 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE REVENU | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4772507 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4772507 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4772507 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2134955 | TotalRevenueColumn |
| Exclusion | $2,134,955 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7601 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7601 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7601 | TotalRevenueColumn |
| Exclusion | -$7,601 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 91970 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 18207 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 57938 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34032 | TotalRevenueColumn |
| Exclusion | $34,032 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8380 | TotalRevenueColumn |
| Exclusion | $8,380 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8380 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7483745 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4772507 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,169,766 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162452 | Total |
| Program Services | 162452 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306938 | Total |
| Program Services | 28200 | ProgramServices |
| Management And General | 196679 | ManagementAndGeneral |
| Fundraising | 82059 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3519811 | Total |
| Program Services | 3181512 | ProgramServices |
| Management And General | 320139 | ManagementAndGeneral |
| Fundraising | 18160 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524066 | Total |
| Program Services | 445673 | ProgramServices |
| Management And General | 71450 | ManagementAndGeneral |
| Fundraising | 6943 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597006 | Total |
| Program Services | 521816 | ProgramServices |
| Management And General | 74179 | ManagementAndGeneral |
| Fundraising | 1011 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273820 | Total |
| Program Services | 238701 | ProgramServices |
| Management And General | 30683 | ManagementAndGeneral |
| Fundraising | 4436 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66086 | Total |
| Management And General | 5222 | ManagementAndGeneral |
| Fundraising | 60864 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24738 | Total |
| Management And General | 24738 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112000 | Total |
| Management And General | 112000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429771 | Total |
| Program Services | 262728 | ProgramServices |
| Management And General | 146586 | ManagementAndGeneral |
| Fundraising | 20457 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41636 | Total |
| Management And General | 41636 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137100 | Total |
| Program Services | 105064 | ProgramServices |
| Management And General | 30755 | ManagementAndGeneral |
| Fundraising | 1281 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45445 | Total |
| Program Services | 45445 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2975 | Total |
| Management And General | 2975 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128240 | Total |
| Program Services | 84185 | ProgramServices |
| Management And General | 22178 | ManagementAndGeneral |
| Fundraising | 21877 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70379 | Total |
| Program Services | 30248 | ProgramServices |
| Management And General | 40131 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340180 | Total |
| Program Services | 115333 | ProgramServices |
| Management And General | 217688 | ManagementAndGeneral |
| Fundraising | 7159 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61903 | Total |
| Management And General | 59853 | ManagementAndGeneral |
| Fundraising | 2050 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| TRUST FEES | 279570 | 279570 | |
| BOND FEES | 37767 | 37767 | |
| MINOR EQUIPMENT | 25567 | 25567 | |
| EQUIPMENT RENTAL & MAIN | 21437 | 1052 | 20385 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41613 | Total |
| Program Services | 14963 | ProgramServices |
| Management And General | 18193 | ManagementAndGeneral |
| Fundraising | 8457 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7250500 | Total |
| Program Services | 5282272 | ProgramServices |
| Management And General | 1733474 | ManagementAndGeneral |
| Fundraising | 234754 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263029 | BOY |
| EOY | 308210 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87165 | BOY |
| EOY | 131425 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721413 | BOY |
| EOY | 452316 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2353 | BOY |
| EOY | 2642 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 759445 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 647407 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138604 | BOY |
| EOY | 112038 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97057116 | BOY |
| EOY | 89748777 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5871334 | BOY |
| EOY | 5840960 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104141014 | BOY |
| EOY | 96596368 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634522 | BOY |
| EOY | 598659 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21219 | BOY |
| EOY | 34200 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2923181 | BOY |
| EOY | 5322124 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3578922 | BOY |
| EOY | 5954983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71217107 | BOY |
| EOY | 62940849 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289187 | BOY |
| EOY | 105319 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29055798 | BOY |
| EOY | 27595217 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100562092 | BOY |
| EOY | 90641385 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104141014 | BOY |
| EOY | 96596368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 233245 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -10153952 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 1 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| THE EDUCATION CENTER AT THE WATON INSTITUTE | |||||
| 251556310 | 6 | 1 | 1 | 1 | $0 |
| THE WATSON INSTITUTE FRIENDSHIP ACADEMY | |||||
| 256012886 | 6 | 1 | 1 | 1 | $18,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 18392 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $40,339 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 40339 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28065411 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -323327 | InvestmentEarningsOrLosses |
| Other Expenditures | 1248012 | OtherExpenditures |
| Administrative Expenses | 92882 | AdministrativeExpenses |
| End Of Year Balance | 26401190 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23652354 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5565686 | InvestmentEarningsOrLosses |
| Other Expenditures | 1058980 | OtherExpenditures |
| Administrative Expenses | 93649 | AdministrativeExpenses |
| End Of Year Balance | 28065411 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22228380 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2594242 | InvestmentEarningsOrLosses |
| Other Expenditures | 1105124 | OtherExpenditures |
| Administrative Expenses | 65144 | AdministrativeExpenses |
| End Of Year Balance | 23652354 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29016656 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -5409667 | InvestmentEarningsOrLosses |
| Other Expenditures | 1316789 | OtherExpenditures |
| Administrative Expenses | 61820 | AdministrativeExpenses |
| End Of Year Balance | 22228380 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 759445 | OtherCostOrOtherBasis |
| Depreciation | 647407 | Depreciation |
| Book Value | 112038 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 112038 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH AND SHORT-TERM INVESTMENTS | 308631 | F |
| MUTUAL FUNDS | 47538288 | F |
| CORPORATE AND MUNICIPAL BONDS | 1184631 | F |
| OTHER INVESTMENTS | 40717227 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 89748777 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INTEREST | 37102 |
| BENEFICIAL INTEREST HELD IN TRUST | 4024444 |
| DUE FROM RELATED PARTIES | 1118437 |
| DEFERRED COMPENSATION | 660977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5840960 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NET PENSION LIABILITY | $4,661,147 |
| DEFERRED COMPENSATION | $660,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5322124 | TotalOfAmounts |
| Total Revenue | 7483745 | TotalRevenue |
| Total Expenses | 7250500 | TotalExpenses |
| Excess Or Deficit For Year | 233245 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7382935 | NetUnrealizedGLOnInvestments |
| Other | -$2,771,017 | OtherAmount |
| Total Adjustments | -10153952 | TotalAdjustments |
| Excess Or Deficit Per FS | -9920707 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5793779 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 437369 | OtherRevenues |
| Revenue Not Rptd F990 | 437369 | RevenueNotRptdF990 |
| Revenue Subtotal | 5356410 | RevenueSubtotal |
| Other Revenues Not Included | 2127335 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2127335 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7483745 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7293819 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 400786 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 400786 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6893033 | ExpensesSubtotal |
| Other Expenses Not Included | 357467 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 357467 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7250500 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INSTITUTE IS A NON-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, 2012 AND 2011. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RESTRICTED EXPENSES TRANSFERRED INTO OPERATIONS -342,848. CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD IN TRUST -84,857. INTERCOMPANY TRANSFERS -73,404. CHANGE IN UNRECOGNIZED GAINS AND AMORTIZATION OF PRIOR SERVICE COSTS -2,667,731. ASSETS RELEASED FROM RESTRICTION 397,823. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,771,017. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY TRANSFERS -18,392. FUNDRAISING EXPENSE 57,938. RESTRICTED FUNDS TRANSFERRED INTO OPERATIONS 397,823. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT INCOME 2,134,936. REALIZED GAINS (LOSS) ON SALE OF ASSETS -7,601. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 57,938. RESTRICTED EXPENSES TRANSFERRED INTO OPERATIONS 342,848. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST, INVESTMENT EXPENSE, AND BOND FEES 348,506. LOSS ON FINANCIAL INSTRUMENTS 8,961. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| IRELAND | 0 | 0 | PROGRAM SERVICES | PSYCHOLOGICAL SERVICES CONSULTATION | 37673 |
| HAITI | 0 | 0 | PROGRAM SERVICES | PSYCHOLOGICAL SERVICES AND THERAPEUTIC CONSULTATION | 20640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 58313 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 58313 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: A COLLABORATIVE PROJECT BETWEEN THE WATSON INSTITUTE AND THE IRISH AUTISM ACTION (IAA). WATSON STAFF WILL: PROVIDE TRAINING AND SUPERVISION TO STAFF IDENTIFIED BY IAA; PRESENT AT IAA SPONSORED CONFERENCES AND WORKSHOPS; EVALUATE POTENTIAL PARTICIPANTS AND DETERMINE INDIVIDUALIZED SUPPORTS FOR STUDENTS; CONSULTATION; AND PROVIDE THE AUTISM COLLEGE AND COMMUNITY LIFE ACCLIMATION & INTERVENTION MODEL (ACCLAIM) CURRICULUM MANUAL. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRO AM (GOLF EVENT) | NameOfEvent1 |
| Gross Receipts Event1 | 110177 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18207 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 91970 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 5100 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 4600 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 10981 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 17536 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 19521 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 110177 | GrossReceiptsTotal |
| Charitable Contributions Total | 18207 | CharitableContributionsTotal |
| Gross Revenue Total Events | 91970 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5100 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 4600 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 10981 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17536 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 200 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 19521 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 57938 | DirectExpenseSummaryEvents |
| Net Income Summary | 34032 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR THE WATSON INSTITUTE SCHOOL-BASED CYBER ACADEMY (WISCA) AND THE WATSON INSTITUTE BEHAVIOR SUPPORT ACADEMY (WIBSA) | TypeOfGrant |
| Number Of Recipients | 18 | NumberOfRecipients |
| Amount Of Cash Grant | 162452 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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) AND THE WATSON INSTITUTE BEHAVIOR SUPPORT ACADEMY (WIBSA). THE SCHOLARSHIPS WERE ISSUED TO THE STUDENTS' HOME SCHOOL DISTRICTS TO OFFSET TOTAL TUITION COSTS THAT THE DISTRICTS ARE RESPONSIBLE FOR. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND B WHITE | |||||||||||||
| 211606 | 0 | 42944 | 0 | 28151 | 0 | 8203 | 0 | 12033 | 0 | 302937 | 0 | 0 | 0 |
| BARRY BOHN | |||||||||||||
| 0 | 139970 | 0 | 35589 | 0 | 16664 | 0 | 7744 | 0 | 14549 | 0 | 214516 | 0 | 0 |
| MARILYN HOYSON | |||||||||||||
| 0 | 124986 | 0 | 25586 | 0 | 17078 | 0 | 5599 | 0 | 14361 | 0 | 187610 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -7,382,935. RESTRICTED EXPENSES TRANSFERRED INTO OPERATIONS -342,848. CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD IN TRUST -84,857. INTERCOMPANY TRANSFERS -73,404. CHANGE IN UNRECOGNIZED GAINS AND AMORTIZATION OF PRIOR SERVICE COSTS -2,667,731. ASSETS RELEASED FROM RESTRICTION 397,823. TOTAL TO FORM 990, PART XI, LINE 5: -10,153,952. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | |
| FORM 990, PART VII, COLUMN B | RAYMOND WHITE, BARRY BOHN, AND MARILYN HOYSON SPLIT THEIR TIME BETWEEN THE WATSON INSTITUTE, THE EDUCATION CENTER AT THE WATSON INSTITUTE, AND THE WATSON INSTITUTE FRIENDSHIP ACADEMY. BREAKDOWN OF HOURS PER WEEK DEVOTED TO EACH ENTITY: RAYMOND WHITE: THE WATSON INSTITUTE - 14 HOURS THE WATSON INSTITUTE FRIENDSHIP ACADEMY - 13 HOURS THE EDUCATION CENTER AT THE WATSON INSTITUTE - 13 HOURS BARRY BOHN: THE WATSON INSTITUTE - 8 HOURS THE WATSON INSTITUTE FRIENDSHIP ACADEMY - 10 HOURS THE EDUCATION CENTER AT THE WATSON INSTITUTE - 22 HOURS MARILYN HOYSON: THE WATSON INSTITUTE - 8 HOURS THE WATSON INSTITUTE FRIENDSHIP ACADEMY - 15 HOURS THE EDUCATION CENTER AT THE WATSON INSTITUTE - 17 HOURS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE EDUCATION CENTER AT THE WATSON INSTITUTE | |
| O | 1100000 |
| THE WATSON INSTITUTE FRIENDSHIP ACADEMY | |
| P | 340000 |
| THE WATSON INSTITUTE FRIENDSHIP ACADEMY | |
| O | 225000 |
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