Civic Intelligence

Watkinson School

990 • Fiscal year 2021 • EIN 06-0655136

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

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

46th percentile

0.14x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.20x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

65th percentile

21%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

66th percentile

17%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

25%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$21,536,291

Up $3,168,367 (+17%) from 2020

Net Assets

Up

$18,540,005

Up $4,260,026 (+30%) from 2020

Liabilities

Down

$2,996,286

Down $1,091,659 (-27%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin65th percentile

Revenue

Up

$15,101,436

Up $3,034,431 (+25%) from 2020

Expenses

Down

$11,982,323

Down $230,208 (-1.9%) from 2020

Net Income

Up

$3,119,113

Up $3,264,639 (+2243%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2021

Assets$21,536,291
Liabilities$2,996,286
Net Assets$18,540,005
Open 2021 Filing

Operations Trend

Revenue Growth66th 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

2021

Revenue$15,101,436
Expenses$11,982,323
Net Income$3,119,113
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$17,617,615
Mission and Program Overview

Mission

Co-educational secondary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,051,089$10,866,305▲ $2,815,216
Land, Buildings, and Equipment, Net$8,854,151$8,634,654▼ $219,497
Savings and Temporary Cash Investments$1,360,292$1,489,496▲ $129,204
Pledges and Grants Receivable$15,000$455,674▲ $440,674
Prepaid Expenses and Deferred Charges$72,754$76,218▲ $3,464
Inventories for Sale or Use$8,856$6,980▼ $1,876
Accounts Receivable$5,782$6,964▲ $1,182
Total Assets$18,367,924$21,536,291▲ $3,168,367
Liabilities
Deferred Revenue$1,479,479$1,729,761▲ $250,282
Unsecured Notes Loans Payable$1,191,800--
Mortgage Notes Payable Secured by Investment Property$727,696$665,261▼ $62,435
Accounts Payable and Accrued Expenses$688,970$601,264▼ $87,706
Total Liabilities$4,087,945$2,996,286▼ $1,091,659
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,783,616$10,396,669▲ $2,613,053
Net Assets Without Donor Restrictions$6,496,363$8,143,336▲ $1,646,973
Total Net Assets Fund Balance$14,279,979$18,540,005▲ $4,260,026
Total Liabilities and Net Assets / Fund Balance$18,367,924$21,536,291▲ $3,168,367

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,791,414$6,802,560$13,593,974
Equipment$778,240$2,067,048$2,845,288
Land$1,065,000-$1,065,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$7,959,726$18,313▲ $2,509,249$600,000$9,887,288
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teri SchraderHead of SchoolFT$234,467$99,789$334,256
Ryan ReeseHead of Upper SchoolFT$111,665-$111,665
Jennifer DestefaniDirector of DevelopmentFT$110,695-$110,695
John CrossonDirector of Admissions andFT$109,805-$109,805
Wanda SchulmanDirector of FinanceFT$109,230-$109,230

Board Members and Trustees

NameTitle
Wendy AveryPresident
Kathleen Kane-francalangiaVice President
Suzanne Batchelor PinkesVice President, Advancemen
Amy AlamarTrustee
Barbara ChatfieldTrustee
Courtney BournsTrustee
Doe HentschelTrustee
Ellen DeutschTrustee
Janice KleinTrustee
Jeff WilsonTrustee
Julia WinerTrustee
Penelope LisiTrustee
Phyllis Shikora EsqTrustee
Rj LavalleeTrustee
Robert KingTrustee
Seta MarangoudakisTrustee
Suzanne DavisTrustee
Yvonne MittoTrustee
Arielle MartinsFaculty Representative
Laura Dake-rocheSecretary
Ayana Pierre-maxwellStudent Representative
Nary OoStudent Representative
Marcus HarwoodTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ibr TentsPurchase Of Tent1695 EAST MAIN STREET, Torrington, CT 06790$102,668
Revenue and Support

Revenue Composition

Contributions and Grants
$2,924,012
Program Service Revenue
$10,686,324
Investment Income
$1,411,454
Other Revenue
$79,646
All Other Contributions
$1,518,809
Change in Net Assets
$3,119,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,055,795
Revenue Not Reported on Financial Statements
$45,641
Revenue Not Reported on Form 990
$1,140,913
Total Revenue per Audited Statements
$16,196,708
Total Revenue per Form 990
$15,101,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,105,976
Grants and Similar Amounts Paid$3,643,874
Other Expenses$2,232,473
Total Fundraising Expense$738,163
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,692,528$1,415,502$427,995$4,536,025
Grants to Domestic Individuals$3,643,874--$3,643,874
Other Employee Benefits$408,719$214,870$64,968$688,557
Depreciation Depletion$349,039$183,495$55,482$588,016
Occupancy$316,830$163,696$47,525$528,051
Comp Disqual Persons$216,480$113,807$34,410$364,697
Payroll Taxes$211,480$111,178$33,616$356,274
Pension Plan Contributions$95,225$50,061$15,137$160,423
Other Expenses$140,690$286,000$42,706$140,690
Information Technology$73,572$40,086$12,136$125,794
Insurance-$78,362-$78,362
All Other Expenses$56,616$1,297$4,188$62,101
Office Expenses-$49,405-$49,405
Fees for Service Investment Mgmnt Fees-$45,641-$45,641
Fees for Services Accounting$3,160$36,340-$39,500
Advertising-$37,705-$37,705
Interest-$34,558-$34,558
Travel$30,530--$30,530
Fees for Services Legal$1,766$20,308-$22,074
Total Functional Expenses$8,361,849$2,882,311$738,163$11,982,323

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,982,323
Expenses per Audited Statements$11,936,682
Total Expenses per Audited Statements$11,936,682
Expenses Not Reported on Financial Statements$45,641
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$103,825
Fundraising Direct Expenses$56,659
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$130,981$103,825$56,659$47,166
Total Events$130,981$103,825$56,659$47,166
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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wanda Schulman
Formed
1881
Legal Domicile
Ct
Voting Board Members
24
Independent Board Members
20
Employees
107
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Kimberly Napp
Phone
8605223111
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 20

“The process did not changed from the prior year.”

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/PersonNm21NARY OO
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IRS990/Form990PartVIISectionAGrp/PersonNm27RYAN REESE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT, ADVANCEMEN
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/TitleTxt20FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt22STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt23HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF ADMISSIONS AND
IRS990/Form990PartVIISectionAGrp/TitleTxt27HEAD OF UPPER SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01881
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt027156
IRS990/FundraisingDirectExpensesAmt056659
IRS990/FundraisingGrossIncomeAmt0103825
IRS990/GainOrLossGrp/SecuritiesAmt01204296
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GovernmentGrantsAmt01378047
IRS990/GrantAmt03643874
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03643874
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
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IRS990/GrossReceiptsAmt017617615
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IRS990/InsuranceGrp/ManagementAndGeneralAmt078362
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0163696
IRS990/OccupancyGrp/ProgramServicesAmt0316830
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0408719
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0688557
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1ACADEMIC
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0286000

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,536,291
Liabilities
$2,996,286
Net assets
$18,540,005
Revenue
$15,101,436
Expenses
$11,982,323
Net income
$3,119,113
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits