WEST HARTFORD EDUCATION ASSN INC

EIN: 060764610

WEST HARTFORD, CT

Total Revenue
$803,857
Total Expenses
$776,859
Total Assets
$298,304
Net Assets
$298,304
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
CT
Principal Officer
BRIAN PUTKONEN
Phone
8602365350
Tax Period
2023-09-01 to 2024-08-31

WEST HARTFORD EDUCATION ASSN INC, founded in 1968, is a small nonprofit that reported $804K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $777K left a modest 3% surplus.

Mission

WEST HARTFORD EDUCATION ASSOCIATION (WHEA) IS TO COLLECTIVELY REPRESENT OUR DISTRICT'S PROFESSIONAL EDUCATORS. WHEA IS COMMITTED TO EXCELLENCE, RESPECT, AND INTEGRITY IN SERVING THE BEST EDUCATIONAL INTEREST OF THE COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $658,241 Revenue: $792,920

DURING THE 2023-2024 SCHOOL YEAR, WE ACCOMPLISHED THE FOLLOWING: ATTENDED THE CEA SUMMER LEADERSHIP PROGRAM. THE CEA SURVEY WAS FILLED OUT AND SUGGESTIONS FOR WORKSHOPS WERE PROVIDED. THE WHEA WAS A...

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DURING THE 2023-2024 SCHOOL YEAR, WE ACCOMPLISHED THE FOLLOWING: ATTENDED THE CEA SUMMER LEADERSHIP PROGRAM. THE CEA SURVEY WAS FILLED OUT AND SUGGESTIONS FOR WORKSHOPS WERE PROVIDED. THE WHEA WAS A GOLD SPONSOR FOR THE HANDS ACCROSS THE GREEN GOLF TOURNAMENT IN JULY. THIS WAS PROBABLY THE 13TH YEAR THAT WHEA HAS PARTICIPATED. THE NEW WHEA PRESIDENT, BRIAN PUTKONEN AND THE EXECUTIVE VP, RON WZIONTKO HAD WEEKLY MEETINGS WITH THE DIRECTOR OF HUMAN RESOURCES AND BI-WEEKLY MEETINGS WITH THE SUPERINTENDENT. MEMBERS OF THE EXECUTIVE COMMITTEE WERE ABLE TO ATTEND THE NEW TEACHER MEETING AND LUNCHEON AT THE BEGINNING OF THE YEAR TO WELCOME THE TEACHERS AND PROMOTE MEMBERSHIP. WE ALSO GREETED TEACHERS WHO WERE NEW TO WEST HARTFORD AT THE NEW TEACHER SOCIAL IN AUGUST. TEACHERS FROM ACROSS WEST HARTFORD GATHERED TOGETHER AT THE WHEA'S ANNUAL FALL SOCIAL IN SEPTEMBER TO CELEBRATE THE START OF THE NEW SCHOOL YEAR. WE ALSO PRESENTED OUR "TEACHER OF THE YEAR - EMILY MCMCURRAY" WITH A PLAQUE AND A CHECK FOR THIS YEAR'S DUES. WE MOVED TO OUR NEW GOOGLE SITE TO TRANSITION COMMUNICATIONS TO YOUR HOME EMAIL ADDRESSES. THIS SHIFT ENSURES PRIVACY AND PREVENTS EXTERNAL INFLUENCE ON OUR MESSAGES. WE ARE IN THE MIDDLE OF A SCIENCE TEACHER GRIEVANCE. THIS GRIEVANCE HAS TO DO WITH THE AMOUNT OF CLASSES AND LABS THAT ARE GIVEN TO TEACHERS. THE GRIEVANCE COMMITTEE AND EXECUTIVE TEAM HAVE DECIDED TO ESCALATE THE MATTER TO A HEARING BEFORE AN ARBITRATOR. THE DATE IS SET FOR JUNE 25TH AT 10:00AM. REP TRAINING OCCURRED ON JANUARY 20, 2024 AT THE CEA HEADQUARTERS IN HARTFORD. FIFTEEN MEMBERS ATTENDED THE 9-3 TRAINING. WE GATHERED MEMBERS TO CELEBRATE ALL OF THEIR HARD WORK ON JANUARY 26 FOR OUR WINTER SOCIAL. OVER 85 MEMBERS WERE IN ATTENDANCE AS CEA RETIREMENT SPECIALIST ROBYN KAPLAN-CHO PRESENTED THE CEA'S RETIREMENT WORKSHOP TO WEST HARTFORD AND COUNTY TEACHERS IN THE AUDITORIUM AT BRISTOW MIDDLE SCHOOL ON APRIL 23, 2024. ROBYN COVERED A WIDE RANGE OF ISSUES RELATED TO THE STATE TEACHERS' RETIREMENT SYSTEM, SUCH AS RETIREMENT ELIGIBILITY, PURCHASING ADDITIONAL SERVICE, HOW SOCIAL SECURITY MAY BE AFFECTED, RETIREE HEALTH INSURANCE, AND CHOOSING A RETIREMENT PLAN. IN ADDITION, MEMBERS WERE INVITED TO ATTEND HARTFORD COUNTY FORUMS DURING THE YEAR. THE EXECUTIVE TEAM MET MONTHLY AND AS NEEDED TO EXECUTE THEIR RESPONSIBILITIES. MONTHLY REPRESENTATIVE COUNCIL MEETINGS WERE HELD TO INFORM MEMBERS OF ISSUES OR CONCERNS THROUGHOUT THE DISTRICT. SEVERAL TRAINING WORKSHOPS FOR NEW WHEA REPRESENTATIVES AND THEIR MENTORS WERE HELD. AS NEEDED, THE WHEA EXECUTIVE VP CALLED THE GRIEVANCE COMMITTEE TOGETHER TO DISCUSS POSSIBLE GRIEVANCES. OR EXECUTIVE BOARD ALSO MET SEVERAL TIMES FOR EXECUTIVE TEAM WORKSHOPS WHERE WE DISCUSSED UPDATING OUR VISION, MISSION, GOALS AND PLANS FOR THE UPCOMING YEAR. THE WHEA PRESIDENT ALSO SITS ON THE TOWN WIDE SAFETY COMMITTEE AND SURVES ALL MEMBERS FOUR TIMES PER YEAR TO SHARE SAFETY CONCERNS. THE WHEA SENT A MEMBER OF THE REPRESENTATIVE COUNCIL TO EVERY BOARD OF EDUCATION MEETING. IN ADDITION, WHEA MEMBERS ARE SEATED ON THE PLEC, TOWNWIDE SAFETY & HEALTH, SUPERINTENDENT'S ADVISORY AND A DISTRICTWIDE STIPEND COMMITTEE. IN DECEMBER, THE WHEA AGAIN MADE A DONATION TO CONARD'S JUNIOR CLASS HOLIDAY EFFORT; THEY SHOP FOR AND WRAP TOYS, GIFTS AND MUCH-NEEDED WARM CLOTHING FOR LESS FORTUNATE WEST HARTFORD STUDENTS. THE WHEA ALSO PARTICIPATED IN THE CEF HOLIDAY BEAR PROJECT. THE WHEA CONTINUED THE TRADITION OF CONTRIBUTING TO SAFE-GRAD AFTER-PROM PARTIES AT HALL AND CONARD HIGH SCHOOLS. WE MADE DONATIONS TO THE WEST HARTFORD SCHOLORSHIP FUND, WHICH PROVIDES SCHOLORSHIPS TO HIGH SCHOOL SENIORS, AND THE FOUNDATION FOR WEST HARTFORD PUBLIC SCHOOLS, WHICH SUPPORTS EDUCATIONAL PROJECTS, PROGRAMS, AND INITIATIVES THAT ENHANCE AND ENLIVEN THE CLASSROOM EXPERIENCE FOR ALL WEST HARTFORD PUBLIC SCHOOL STUDENTS. FINALLY, OUR WHEA PRESIDENT ATTENDED 10- MINUTE BUILDING REP MEETINGS IN PERSON AND ONLINE.SHE REPRESENTED TEACHERS ON TEVAL ASSISTANCE PLANS AND HELD WEEKLY 1:1 MEETINGS WITH CEA UNISERV. OUR CURRENT CONTRACT IS SET TO CONCLUDE AT THE END OF THE 2024-2025 SCHOOL YEAR. THE WHEA WILL INITIATE NEGOTIATIONS FOR A NEW CONTRACT STARTING AUGUST 2024, A PROCESS EXPECTED TO LAST UNTIL AT LEAST DECEMBER OF 2024 IF NOT INTO FEBRUARY OF 2025. THIS PROCESS INVOLVES THE DEDICZTED EFFORTS OF OUR NEGOTIATIONS COMMITTEE, WHOSE MEMBERS HAVE BEEN UNDERGOING EXTENSIVE TRAINING IN PREPARATION FOR THE UPCOMING DISCUSSIONS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,000
Program Service Revenue $792,920
Investment Income $3,937
Other Revenue $0
TOTAL REVENUE $803,857

Expense Breakdown

Grants Paid $4,950
Salaries & Benefits $84,114
Fundraising Expenses $0
Program Expenses $658,241
Other Expenses $687,795
TOTAL EXPENSES $776,859

Year-over-Year Comparison

2023 2022 Change
Revenue $803,857 $716,910 +0.1%
Expenses $776,859 $703,343 +0.1%
Net Income $26,998 $13,567 +1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
10
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$67,178
Total Directors
7
$11,942
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARA TAMBORELLO PUBLIC RELAT 2.00
Director
$1,100 $907 $2,007
MICHELLE NICKLAS REP COUNCIL 2.00
Director
$1,100 $907 $2,007
RANDI LEOPOLD SOCIAL CHAIR 2.00
Director
$800 $907 $1,707
KATHY HARDESTY TREASURER 5.00
Officer
$1,500 $907 $2,407
BRIAN PUTKONEN PRESIDENT 30.00
Officer
$59,050 $907 $59,957
ELISE DUNPHE ADMINISTRATI 2.00
Officer
$1,500 $907 $2,407
SHANNON MCNEICE WEBMASTER 1.00
Director
$1,200 $0 $1,200
ELLEN EICKENHORST LEGISLATIVE 1.00
Director
$800 $907 $1,707
SHAUNA LUZUSKY MEMBERSHIP C 1.00
Director
$1,500 $907 $2,407
DAVID SIMON REP COUNCIL 1.00
Director
$0 $907 $907
RON WZIONTKO EXECUTIVE VP 1.00
Officer
$1,500 $907 $2,407
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $803,857 $776,859 $298,304 $26,998
2023 $716,910 $703,343 $271,306 $13,567
2022 $771,438 $739,917 $257,739 $31,521
2021 $772,317 $725,999 $226,218 $46,318
2020 $781,532 $726,896 $179,900 $54,636
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