2026-05-07T07:44:34-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-07-01 251561504 THE WATSON INSTITUTE WATS 4127492871 301 CAMP MEETING ROAD SEWICKLEY PA 15143 RONALD F FLANDERS CFO 4127492871 2026-04-03 1 1 KELLY A BROCIOUS P01254262 4126976400 2026-04-03 2024 2025-03-06 01:10:19Z RONALD F FLANDERS 301 CAMP MEETING ROAD SEWICKLEY PA 15143 40296531 0 X WWW.THEWATSONINSTITUTE.ORG X 1987 PA 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. 17 15 67 19 0 0 1512452 1567717 6556531 8129680 3627677 29480363 1298533 1118771 12995193 40296531 128400 155700 0 0 5918947 6848684 0 0 220764 2570547 3060266 8617894 10064650 4377299 30231881 180154578 189687476 2384020 3522368 177770558 186165108 X THE WATSON INSTITUTE HELPS CHILDREN WITH SPECIAL NEEDS ACHIEVE THEIR FULLEST POTENTIAL IN ALL ASPECTS OF THEIR LIVES. 0 0 1146385 541283 THE PSYCHOLOGICAL SERVICES PROGRAM ADDRESSES THE DIAGNOSIS, TREATMENT, & INTERVENTION FOR CHILDREN WITH AUTISM & RELATED DISORDERS BY PROVIDING INTENSIVE BEHAVIOR HEALTH SERVICES, FAMILY & GROUP THERAPY SESSIONS, SOCIAL SKILLS GROUPS, & MEDICATION MANAGEMENT. THE NUMBER OF CHILDREN SERVED DURING FISCAL YEAR 2025 TOTALED: 28 INTENSIVE BEHAVIOR HEALTH SERVICES, 59 EXTENDED SCHOOL YEAR (ESY); & 324 OUTPATIENT. 1367564 1080366 TRAINING AND CONSULTATION PROVIDES CONSULTATION, TRAINING, PROGRAM DEVELOPMENT AND CONTRACTUAL SERVICES TO SCHOOL DISTRICTS, MENTAL HEALTH/MENTAL RETARDATION AND WRAP-AROUND SERVICE PROVIDERS. 32 SCHOOL DISTRICTS WERE SERVED IN FISCAL YEAR 2025. 5129013 6508031 THE WATSON INSTITUTE SOCIAL CENTER FOR ACADEMY ACHIEVEMENT (WISCA) BEGAN IN THE FALL OF 2008. WISCA IS DESIGNED TO MEET THE INDIVIDUAL NEEDS OF ADOLESCENTS WITH HIGH FUNCTIONING AUTISM 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 101 STUDENTS ENROLLED FOR FISCAL YEAR 2025. 155700 155700 SCHOLARSHIPS FOR STUDENTS ATTENDING THE EDUCATION CENTER AT THE WATSON INSTITUTE. 155700 155700 7798662 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 11 0 67 1 0 1 CJ 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X RONALD F FLANDERS 4127492871 301 CAMP MEETING ROAD SEWICKLEY PA 15143 X BARRY BOHN CEO/ASSISTANT SECRETARY 8.00 32.00 X X 0 444955 24673 MARK HALE CHAIRPERSON 1.00 2.00 X X 0 0 0 MARILYN HOYSON VICE CHAIR/FORMER COO - DEF COMP PMT 1.00 2.00 X X 0 164872 0 JOHN SCHMITT TREASURER 1.00 2.00 X X 0 0 0 MICHAEL A ANGERMAN SECRETARY 1.00 2.00 X X 0 0 0 JEFFREY S FLICK TRUSTEE 1.00 2.00 X 0 0 0 A JAY GROSS PHD TRUSTEE 1.00 2.00 X 0 0 0 C ERIC HUSS TRUSTEE 1.00 2.00 X 0 0 0 LYNN IEZZI TRUSTEE 1.00 2.00 X 0 0 0 TODD R JANSMA TRUSTEE 1.00 2.00 X 0 0 0 LOUISE KACZMAREK PHD TRUSTEE 1.00 2.00 X 0 0 0 J ERIC RENNER TRUSTEE 1.00 2.00 X 0 0 0 HARTON S SEMPLE III TRUSTEE 1.00 2.00 X 0 0 0 ROBERT W THOMAS TRUSTEE 1.00 2.00 X 0 0 0 CHARLES E THORNE TRUSTEE 1.00 2.00 X 0 0 0 BRUCE MEYER PHD TRUSTEE 1.00 2.00 X 0 0 0 BHAVANI SUBRAMANI TRUSTEE 1.00 2.00 X 0 0 0 RONALD FLANDERS CFO 11.00 29.00 X 0 230965 35491 MELISSA PAINTER CHIEF HUMAN RESOURCE OFFIC 19.00 21.00 X 0 227123 9292 MARCIA LAUS VICE PRESIDENT/COO 11.00 29.00 X 0 176557 18475 KARA MOSTOWY CHIEF DEVELOPMENT OFFICER 40.00 X 207668 0 20022 RACHEL SCHARTZ CONSULTANT 40.00 X 105112 0 26242 312780 1244472 134195 2 0 1 0 DR GIL CITRO 5182 LIBERTY AVENUE UNIT 90250 PITTSBURGH PA 15224 PSYCHIATRIST 133758 2 1567717 1567717 WISCA 900099 6508031 6508031 TRAINING & CONSULTATION 900099 1080366 1080366 PSYCHOLOGICAL REVENUE 900099 541283 541283 8129680 4042264 4042264 25438099 0 25438099 25438099 25438099 MISCELLANEOUS REVENUE 900099 1118771 1118771 1118771 40296531 8129680 0 30599134 X 155700 155700 136064 3538 132526 5274306 4822500 315852 135954 233730 203557 19880 10293 912597 872271 33785 6541 291987 262307 20113 9567 7759 283 7287 189 43499 43499 129000 129000 1084343 511108 549802 23433 4834 4834 184889 172585 11342 962 55738 54538 600 600 3210 70 3140 93817 78170 14434 1213 199026 199026 286273 185506 90336 10431 8290 8290 INTEREST AND BOND FEES 383088 383088 EQUIPMENT 207833 207833 EQUIPMENT RENTAL & MAIN 138437 132467 -1049 7019 MISCELLANEOUS 93466 56542 36660 264 136764 79687 42779 14298 10064650 7798662 2045224 220764 739184 1041608 12352 149315 392068 399188 609 61092 246013 153102 74203 92911 152315355 167808445 26620807 20134917 180154578 189687476 2169941 2474980 214079 732468 0 314920 2384020 3522368 X 143049936 148560902 34720622 37604206 177770558 186165108 180154578 189687476 X 30231881 -11514460 -10322871 X X 0 1 X 1 0 X X 2 THE EDUCATION CENTER AT THE WATSON INSTITUTE 251556310 6 1 0 0 THE WATSON INSTITUTE FRIENDSHIP ACADEMY 256012886 6 1 28396 0 2 28396 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33189940 4281032 1489381 80604 35900987 31062827 3591287 1388873 75301 33189940 30303977 2280162 1449355 71957 31062827 34954423 -3270076 1298372 81998 30303977 29619158 6660302 1247927 77110 34954423 1.00000 0 0 246013 153102 92911 92911 CASH AND SHORT-TERM INVESTMENTS (MONEY-MKT FUNDS) 2890066 F MUTUAL FUNDS 92683029 F OTHER INVESTMENTS 72235350 F 167808445 ACCRUED INTEREST 153095 BENEFICIAL INTEREST HELD IN TRUST 5348994 DUE FROM RELATED PARTIES 10724625 DEFERRED COMPENSATION 1551359 NET PENSION ASSET 2042888 RIGHT OF USE LEASE ASSET 313956 20134917 RIGHT OF USE LEASE LIABILITY 314920 314920 X 28753675 -11514460 -11514460 40268135 28396 28396 40296531 10729401 664751 664751 10064650 0 10064650 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. PART X, LINE 2: THE INSTITUTE IS A NOT-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, 2025 AND 2024. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS 28,396. PART XII, LINE 2D - OTHER ADJUSTMENTS: RESTRICTED EXPENSES TRANSFERRED INTO OPERATIONS 664,751. 1 SCHOLARSHIPS FOR THE EDUCATION CENTER AT THE WATSON INSTITUTE 31 155700 FMV PART I, LINE 2: SCHOLARSHIPS WERE PROVIDED TO ASSIST LOW INCOME FAMILIES MEETING CERTAIN CRITERIA WITH THE COST OF TUITION FOR THE EDUCATION CENTER AT THE WATSON INSTITUTE. THE SCHOLARSHIPS WERE ISSUED TO THE STUDENTS' HOME SCHOOL DISTRICTS TO OFFSET TOTAL TUITION COSTS THAT THE DISTRICTS ARE RESPONSIBLE FOR. X X X 0 0 0 0 0 0 0 0 0 BARRY BOHN CEO/ASSISTANT SECRETARY 0 398137 0 21046 0 25772 0 0 0 24673 0 469628 0 0 RONALD FLANDERS CFO 0 208516 0 10643 0 11806 0 13883 0 21608 0 266456 0 0 MELISSA PAINTER CHIEF HUMAN RESOURCE OFFIC 0 204867 0 10450 0 11806 0 0 0 9292 0 236415 0 0 KARA MOSTOWY CHIEF DEVELOPMENT OFFICER 187976 0 9350 0 10342 0 11008 0 9014 0 227690 0 0 0 MARCIA LAUS VICE PRESIDENT/COO 0 166412 0 8400 0 1745 0 0 0 18475 0 195032 0 0 MARILYN HOYSON VICE CHAIR/FORMER COO - DEF COMP PMT 0 164872 0 0 0 0 0 0 0 0 0 164872 0 164872 FORM 990, PART VI, SECTION B, LINE 11B 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 VII BOARD MEMBER MARILYN HOYSON PREVIOUSLY SERVED AS THE ORGANIZATION'S CHIEF OPERATING OFFICER AND JOINED THE BOARD FOLLOWING HER RETIREMENT IN DECEMBER 2022. DURING HER EMPLOYMENT, MS. HOYSON PARTICIPATED IN THE ORGANIZATION'S DEFERRED COMPENSATION PLAN. THE COMPENSATION REPORTED FOR MS. HOYSON REFLECTS PAYMENTS FROM THIS PLAN THAT WERE EARNED DURING HER EMPLOYMENT BUT WERE DISTRIBUTED DURING THE 2024 CALENDAR YEAR. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 511,108. MANAGEMENT AND GENERAL EXPENSES 549,802. FUNDRAISING EXPENSES 23,433. TOTAL EXPENSES 1,084,343. FORM 990, PART XI, LINE 9: RESTRICTED EXPENSES TRANSFERED INTO OPERATIONS -664,751. CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD IN TRUST 327,185. CHANGE IN UNRECOGNIZED LOSSES AND AMORTIZATION OF PRIOR SERVICE COSTS 43,091. INTERCOMPANY TRANSFERS -28,396. INTERCOMPANY FORGIVENESS NON-OPERATING EXPENSE -10,000,000. 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. 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 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 THE EDUCATION CENTER AT THE WATSON INSTITUTE P 6790378 THE WATSON INSTITUTE FRIENDSHIP ACADEMY Q 138496