2013-11-14T15:20:44-06:00 2013-06-30 060903326 WHITTLESEY & HADLEY PC 147 CHARTER OAK AVENUE HARTFORD CT 06106 990 2012-07-01 060655136 WATKINSON SCHOOL WATK 8602365618 180 BLOOMFIELD AVENUE HARTFORD CT 06105 WANDA SCHULMAN 8602365618 2013-11-14 1 EDWARD G SULLIVAN P00579546 8605223111 2012 2016-02-25 16:41:14Z WANDA SCHULMAN 180 BLOOMFIELD AVE HARTFORD CT 06105 10015666 0 X WWW.WATKINSON.ORG X 1881 CT CO-EDUCATIONAL SECONDARY SCHOOL 31 29 138 0 0 0 1138107 898823 8858432 8802335 126170 131128 138397 117806 10261106 9950092 1938593 2106100 0 0 5468628 5728401 0 0 351354 2136569 1959762 9543790 9794263 717316 155829 15206937 15453990 4168100 3920436 11038837 11533554 CO-EDUCATIONAL SECONDARY SCHOOL 0 0 6855847 2106100 9001852 CO-EDUCATIONAL SECONDARY SCHOOL OFFERING COLLEGE PREPARATORY COURSES FOR 252 STUDENTS IN GRADES 6 THROUGH 12, INCLUDING STUDENTS IN TRANSITION TO COLLEGE 6855847 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 69 0 1 138 1 0 0 0 0 0 1 1 0 0 0 0 X 31 29 0 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 3.00 X X 0 0 0 JEFFREY DORNENBURG 3.00 X X 0 0 0 PHYLLIS SHIKORA 3.00 X X 0 0 0 TRACY ECCLES 3.00 X X 0 0 0 EVAN BERMAN 3.00 X 0 0 0 FRANCESCA BORGES GORDON 3.00 X 0 0 0 COLEMAN CASEY 3.00 X 0 0 0 LAURA DAKE-ROCHE 3.00 X 0 0 0 ELIZABETH DROLET 3.00 X 0 0 0 BRIAN FIERSTON 3.00 X 0 0 0 JONATHAN FINK 3.00 X 0 0 0 CAREN FOISIE GAUDET 3.00 X 0 0 0 HANK GANS 3.00 X 0 0 0 SUSAN HABERLANDT 3.00 X 0 0 0 THERESA WING HINES 3.00 X 0 0 0 CAROL HANLON 3.00 X 0 0 0 KEITH MCLEAN-SHINAMAN 3.00 X 0 0 0 KASIA NOVAK 3.00 X 0 0 0 PETER STEVENS 3.00 X 0 0 0 PRISCILLA THORS 3.00 X 0 0 0 PAUL TIEGER 3.00 X 0 0 0 THOMAS GROMAK 3.00 X 62080 0 0 CYRUS DUFF 3.00 X 0 0 0 AMELIA MAGGIO 3.00 X 0 0 0 SUZANNE DAVIS 3.00 X 0 0 0 LINDA NOLL 3.00 X 0 0 0 JOHN BRACKER 40.00 X X 224065 0 92462 KATHLEEN KANE-FRANCALANGIA 3.00 X 0 0 0 ALLAN MAYER 3.00 X 0 0 0 BRIAN OBERMEIER 3.00 X 0 0 0 RON SCHLOSSBERG 3.00 X 0 0 0 WANDA SCHULMAN 40.00 X 89219 0 30173 375364 0 122635 1 0 1 0 0 56725 15983 826115 898823 TUITION AND FEES 611600 8786278 8786278 SUMMER SCHOOL 611600 11822 11822 SCHOOL STORE 451211 4235 4235 8802335 62881 62881 68513 0 68513 68513 68513 105057 36810 68247 68247 68247 15300 56725 28764 -13464 -13464 OTHER 611600 62757 62757 62757 9950092 9001852 0 49417 2106100 2106100 285784 170994 101297 13493 4535404 2713679 1607590 214135 141003 84367 49979 6657 417033 249524 147819 19690 349177 208924 123767 16486 5002 2993 1773 236 32001 19147 11343 1511 59968 35881 21256 2831 76752 45923 27205 3624 75846 45381 26884 3581 394632 236121 139879 18632 4475 2678 1586 211 82896 49599 29383 3914 470558 281550 166791 22217 51646 30902 18306 2438 ACADEMIC 297107 297107 ADMINISTRATIVE 242025 148020 82325 11680 AUXILIARY 140944 111454 20695 8795 25910 15503 9184 1223 9794263 6855847 2587062 351354 900450 783316 102035 23976 68904 61598 12904 5648 63508 84453 14529799 4602614 10111162 9927185 3947974 4567814 15206937 15453990 107842 105459 1373659 1816525 1961268 1261656 725331 736796 4168100 3920436 X 7427019 7402351 794307 1220758 2817511 2910445 11038837 11533554 15206937 15453990 155829 338888 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3817546 135162 487909 4440617 3427459 349467 40620 3817546 2967249 25459 583146 148395 3427459 2567228 64540 335481 2967249 2931535 101370 -433896 31781 2567228 0.10000 0.65000 0.25000 0 0 1065000 1065000 11785599 3560618 8224981 1679200 1041996 637204 9927185 ACCRUED SALARIES AND BENEFITS 736796 736796 X 8182880 338888 338888 7843992 2106100 2106100 9950092 7688163 0 7688163 2106100 2106100 9794263 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012, 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 2009-2011 REMAIN OPEN TO INSPECTION BY THE IRS. THE SCHOOL'S 2012 FEDERAL INFORMATION RETURN IS TO BE FILED IN 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,106,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,106,100. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ALL APPLICANTS ARE GIVEN AN APPLICATION WHICH FULLY DESCRIBES THE SCHOOL'S NONDISCIMINATORY POLICES EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 NO CHILD LEFT BEHIND PROVIDED $15,983 FOR COMPUTER EQUIPMENT. GALA 72025 56725 15300 20240 8524 72025 56725 15300 20240 8524 28764 -13464 1 TUITION ASSISTANCE 105 2106100 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 224065 0 0 0 0 0 0 0 92462 0 316527 0 0 0 WANDA SCHULMAN OFFICER - DIRECTOR OF FINANCE AND OPERATIONS 30173 TUITION REMISSION FOR HER CHILD JOHN BRACKER OFFICER - HEAD OF SCHOOL 34025 TUITION REMISSION FOR HIS CHILD CYRUS DUFF BOARD MEMBER - STUDENT REPRESENTATIVE 21000 TUITION ASSISTANCE FOR HIMSELF 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