Civic Intelligence

Watkinson School

990 • Fiscal year 2020 • EIN 06-0655136

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization ProfileWWW.WATKINSON.ORG

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180 Bloomfield AvenueHartford, CT 06105

(860) 236-5618

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.22x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.34x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

31st percentile

-1.2%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

32nd percentile

1.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

3.9%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$18,367,924

Up $243,356 (+1.3%) from 2019

Net Assets

Down

$14,279,979

Down $291,421 (-2.0%) from 2019

Liabilities

Up

$4,087,945

Up $534,777 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin31st percentile

Revenue

Up

$12,067,005

Up $456,281 (+3.9%) from 2019

Expenses

Up

$12,212,531

Up $290,307 (+2.4%) from 2019

Net Income

Up

-$145,526

Up $165,974 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $14,775,809Liabilities 2011: $4,391,972Net Assets 2011: $10,383,8372011Assets 2012: $15,206,937Liabilities 2012: $4,168,100Net Assets 2012: $11,038,8372012Assets 2013: $15,453,990Liabilities 2013: $3,920,436Net Assets 2013: $11,533,5542013Assets 2014: $18,818,535Liabilities 2014: $3,740,026Net Assets 2014: $15,078,5092014Assets 2015: $18,244,696Liabilities 2015: $3,179,029Net Assets 2015: $15,065,6672015Assets 2016: $18,240,229Liabilities 2016: $3,833,503Net Assets 2016: $14,406,7262016Assets 2017: $18,730,022Liabilities 2017: $3,866,121Net Assets 2017: $14,863,9012017Assets 2018: $18,677,861Liabilities 2018: $3,855,061Net Assets 2018: $14,822,8002018Assets 2019: $18,124,568Liabilities 2019: $3,553,168Net Assets 2019: $14,571,4002019Assets 2020: $18,367,924Liabilities 2020: $4,087,945Net Assets 2020: $14,279,9792020Assets 2021: $21,536,291Liabilities 2021: $2,996,286Net Assets 2021: $18,540,0052021Assets 2022: $19,091,578Liabilities 2022: $2,967,850Net Assets 2022: $16,123,7282022Assets 2023: $18,927,505Liabilities 2023: $3,114,556Net Assets 2023: $15,812,9492023Assets 2024: $19,298,148Liabilities 2024: $3,251,300Net Assets 2024: $16,046,8482024Assets 2025: $20,486,150Liabilities 2025: $3,345,229Net Assets 2025: $17,140,9212025

Highlighted filing

2020

Assets$18,367,924
Liabilities$4,087,945
Net Assets$14,279,979
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $9,162,0742011Expenses 2012: $9,543,7902012Revenue 2013: $9,950,092Expenses 2013: $9,794,263Net Income 2013: $155,8292013Revenue 2014: $14,144,091Expenses 2014: $10,969,185Net Income 2014: $3,174,9062014Revenue 2015: $11,107,822Expenses 2015: $10,761,310Net Income 2015: $346,5122015Revenue 2016: $10,735,812Expenses 2016: $10,967,807Net Income 2016: -$231,9952016Revenue 2017: $10,896,144Expenses 2017: $11,007,204Net Income 2017: -$111,0602017Revenue 2018: $11,038,747Expenses 2018: $11,541,287Net Income 2018: -$502,5402018Revenue 2019: $11,610,724Expenses 2019: $11,922,224Net Income 2019: -$311,5002019Revenue 2020: $12,067,005Expenses 2020: $12,212,531Net Income 2020: -$145,5262020Revenue 2021: $15,101,436Expenses 2021: $11,982,323Net Income 2021: $3,119,1132021Revenue 2022: $12,026,879Expenses 2022: $12,699,267Net Income 2022: -$672,3882022Revenue 2023: $11,743,788Expenses 2023: $12,929,533Net Income 2023: -$1,185,7452023Revenue 2024: $12,731,996Expenses 2024: $13,416,202Net Income 2024: -$684,2062024Revenue 2025: $13,984,756Expenses 2025: $13,765,594Net Income 2025: $219,1622025

Highlighted filing

2020

Revenue$12,067,005
Expenses$12,212,531
Net Income-$145,526
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$13,306,494
Mission and Program Overview

Mission

Co-educational secondary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,094,317$8,854,151▼ $240,166
Investments in Publicly Traded Securities$7,952,377$8,051,089▲ $98,712
Savings and Temporary Cash Investments$885,062$1,360,292▲ $475,230
Prepaid Expenses and Deferred Charges$113,243$72,754▼ $40,489
Pledges and Grants Receivable$57,188$15,000▼ $42,188
Inventories for Sale or Use$8,300$8,856▲ $556
Accounts Receivable$4,481$5,782▲ $1,301
Total Assets$18,124,568$18,367,924▲ $243,356
Other Assets Total$9,600$0▼ $9,600
Liabilities
Deferred Revenue$2,075,359$1,479,479▼ $595,880
Unsecured Notes Loans Payable-$1,191,800-
Mortgage Notes Payable Secured by Investment Property$787,506$727,696▼ $59,810
Accounts Payable and Accrued Expenses$690,303$688,970▼ $1,333
Total Liabilities$3,553,168$4,087,945▲ $534,777
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,672,405$7,783,616▲ $111,211
Net Assets Without Donor Restrictions$6,898,995$6,496,363▼ $402,632
Total Net Assets Fund Balance$14,571,400$14,279,979▼ $291,421
Total Liabilities and Net Assets / Fund Balance$18,124,568$18,367,924▲ $243,356

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,155,022$6,366,635$13,521,657
Equipment$634,129$1,914,957$2,549,086
Land$1,065,000-$1,065,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,923,648-▲ $23,228-$7,959,726
2018$8,018,790$7,123▲ $287,235$389,500$7,923,648
2017$7,812,346$21,516▲ $563,428$378,500$8,018,790
2016$7,281,806$24,040▲ $844,269$337,769$7,812,346
2015$7,710,018$19,460▼ $129,617$318,055$7,281,806
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri SchraderHead of SchoolFT$244,505$85,505$330,010
Wanda SchulmanDirector of FinanceFT$122,465-$122,465
Ryan ReeseHead of Upper SchoolFT$115,240-$115,240
Jennifer DestefaniDirector of DevelopmentFT$110,805-$110,805
John CrossonDirector of Admissions and Assistant Head of SchooFT$109,720-$109,720

Board Members and Trustees

NameTitle
Wendy AveryPresident
Kathleen Kane-francalangiaVice President
Suzanne Batchelor PinkesVice President, Advancement
Amy AlamarTrustee
Barbara ChatfieldTrustee
Courtney BournsTrustee
Doe HentschelTrustee
Ellen DeutschTrustee
Janice KleinTrustee
Jeff WilsonTrustee
Julia WinerTrustee
Martha Brackeen-harrisTrustee
Paul TiegerTrustee
Penelope LisiTrustee
Phyllis Shikora EsqTrustee
Rj LavalleeTrustee
Robert KingTrustee
Susan GoldmanTrustee
Suzanne DavisTrustee
Yvonne MittoTrustee
Nathan HerzogFaculty Representative
Laura Dake-rocheSecretary
Jack MccamishStudent Representative
Nary OoStudent Representative
Marcus HarwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$768,789
Program Service Revenue
$10,794,945
Investment Income
$213,673
Other Revenue
$289,598
All Other Contributions
$730,749
Change in Net Assets
$-145,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,028,290
Revenue Not Reported on Financial Statements
$38,715
Revenue Not Reported on Form 990
$-145,895
Total Revenue per Audited Statements
$11,882,395
Total Revenue per Form 990
$12,067,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,448,944
Grants and Similar Amounts Paid$3,628,201
Other Expenses$2,135,386
Total Fundraising Expense$670,523
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,675,396$1,672,836$386,938$4,735,170
Grants to Domestic Individuals$3,628,201--$3,628,201
Other Employee Benefits$382,932$236,568$55,200$674,700
Depreciation Depletion$308,525$190,601$44,474$543,600
Occupancy$279,382$141,981$36,640$458,003
Payroll Taxes$211,316$130,547$30,461$372,324
Current Officers, Directors, Trustees, and Key Employees$211,677$110,737$29,237$351,651
Pension Plan Contributions$178,837$110,482$25,780$315,099
Other Expenses$0$140,114$50,757$140,114
Travel$82,996--$82,996
Information Technology$45,076$22,907$5,912$73,895
Insurance-$69,029-$69,029
All Other Expenses$34,022$19,462$5,124$58,608
Office Expenses-$55,830-$55,830
Advertising-$46,172-$46,172
Fees for Services Accounting$3,154$36,265-$39,419
Fees for Service Investment Mgmnt Fees-$38,715-$38,715
Interest-$37,630-$37,630
Fees for Services Legal$1,110$12,763-$13,873
Total Functional Expenses$8,320,602$3,221,406$670,523$12,212,531

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,212,531
Expenses per Audited Statements$12,173,816
Total Expenses per Audited Statements$12,173,816
Expenses Not Reported on Financial Statements$38,715
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$151,249
Fundraising Direct Expenses$63,323
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$189,289$151,249$63,323$87,926
Total Events$189,289$151,249$63,323$87,926
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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. The executive committee operates, as needed, as the compensation committee.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Watkinson School
EIN
06-0655136
Phone
8602365618
Address
180 BLOOMFIELD AVENUE, HARTFORD, CT 06105

Signing Officer

Name
Wanda Schulman
Title
Director of Finance and Operations
Phone
8602365618
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wanda Schulman
Formed
1881
Legal Domicile
Ct
Voting Board Members
27
Independent Board Members
23
Employees
134
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Edward G Sullivan
Phone
8605223111
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The school's endowment consists of approximately 50 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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm29RYAN REESE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT, ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt23STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt24STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt25HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF ADMISSIONS AND ASSISTANT HEAD OF SCHOO
IRS990/Form990PartVIISectionAGrp/TitleTxt29HEAD OF UPPER SCHOOL
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IRS990/FormationYr01881
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt038040
IRS990/FundraisingDirectExpensesAmt063323
IRS990/FundraisingGrossIncomeAmt0151249
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,367,924
Liabilities
$4,087,945
Net assets
$14,279,979
Revenue
$12,067,005
Expenses
$12,212,531
Net income
-$145,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$3.35$17.1$14.0$13.8$0.22
2024Detailed filing. Detailed filing data is available for this year.$19.3$3.25$16.0$12.7$13.4$0.68
2023Detailed filing. Detailed filing data is available for this year.$18.9$3.11$15.8$11.7$12.9$1.19
2022Detailed filing. Detailed filing data is available for this year.$19.1$2.97$16.1$12.0$12.7$0.67
2021Detailed filing. Detailed filing data is available for this year.$21.5$3.00$18.5$15.1$12.0$3.12
2020Detailed filing. Detailed filing data is available for this year.$18.4$4.09$14.3$12.1$12.2$0.15
2019Detailed filing. Detailed filing data is available for this year.$18.1$3.55$14.6$11.6$11.9$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$3.86$14.8$11.0$11.5$0.50
2017Detailed filing. Detailed filing data is available for this year.$18.7$3.87$14.9$10.9$11.0$0.11
2016Detailed filing. Detailed filing data is available for this year.$18.2$3.83$14.4$10.7$11.0$0.23
2015Detailed filing. Detailed filing data is available for this year.$18.2$3.18$15.1$11.1$10.8$0.35
2014Detailed filing. Detailed filing data is available for this year.$18.8$3.74$15.1$14.1$11.0$3.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$3.92$11.5$9.95$9.79$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$4.17$11.0$9.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$4.39$10.4$9.16
Peer Organizations

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