2025-05-15T16:59:10-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 951856591 THE WEBB SCHOOLS WEBB 9096263587 1175 W BASELINE ROAD CLAREMONT CA 91711 THERESA SMITH PHD EX-OFF TTE, HEAD OF SCH, PRES & CEO 9096263587 2025-05-15 1 1 DERRICK DEBRUYNE CPA P00591016 6268577300 2025-05-15 2023 2025-03-06 01:10:19Z THERESA SMITH PHD 1175 W BASELINE ROAD CLAREMONT CA 91711 37555708 0 X WWW.WEBB.ORG X 1955 CA A PRIVATE SCHOOL. 19 17 247 107 0 0 7303661 4707548 27016205 28537699 1853323 2112527 8589 51856 36181778 35409630 6420736 6846692 0 0 14478057 15902395 0 52337 2484978 10849810 11481696 31748603 34283120 4433175 1126510 115711624 120856021 20080040 18048117 95631584 102807904 WEBB'S MISSION IS TO PROVIDE A DYNAMIC LEARNING COMMUNITY THAT NURTURES AND INSPIRES OUR STUDENTS AND ALUMNI TO THINK BOLDLY, MINDFULLY, AND CREATIVELY; ACT WITH HONOR AND MORAL COURAGE; LEAD WITH DISTINCTION; AND SERVE WITH A GENEROUS SPIRIT. 0 0 25699538 6846692 28562332 BOARDING AND DAY SCHOOL INSTRUCTION FOR APPROXIMATELY 404 STUDENTS. 25699538 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 81 0 1 247 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LEANNE SCHWEITZER 9096263587 1175 W BASELINE RD CLAREMONT CA 91711 TAYLOR B STOCKDALE HEAD EMERITUS 40.00 4.25 X 814243 0 52671 THERESA SMITH PHD EX-OFF TTE, HEAD OF SCH, PRES & CEO 40.00 4.25 X X 293745 0 31977 JANET K PEDDY CFO, ASST SECRETARY 40.00 8.25 X X 267263 0 43975 JAMILA EVERETT PHD DIR OF ADMISSION AND FINANCIAL AID 40.00 0.00 X 239427 0 29665 ROBERT FASS CHIEF ADVANCEMENT OFFICER 40.00 0.25 X 209354 0 46006 HECTOR MARTINEZ DEAN OF COLLEGE GUIDANCE 40.00 0.00 X 156728 0 40917 TINA PAREDES DIRECTOR OF ASSET MANAGEMENT 40.00 0.00 X 141244 0 14615 MICHAEL HOE ASSISTANT HEAD OF SCHOOLS 40.00 0.00 X 152679 0 26304 DANIELLE GORDON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 136112 0 39793 CAROLINA PANGILINAN CONTROLLER 40.00 0.00 X 136027 0 32488 MICHELLE VEGA DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 133906 0 15330 SANJIV DHOLAKIA TRUSTEE, CHAIRMAN 10.00 1.25 X X 0 0 0 WENDY HORNBUCKLE TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL CHANG TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 DEVAL DVIVDEDI TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 JENNA GAMBARO JD TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 WILLIAM HORNBUCKLE TRUSTEE 2.00 0.00 X 0 0 0 JENNIFER ISHIGURO TRUSTEE 2.00 0.00 X 0 0 0 NAVEEN JEEREDDI TRUSTEE 2.00 0.00 X 0 0 0 SANDRA LEE REBISH MD TRUSTEE 2.00 0.00 X 0 0 0 JULIA MARCIARI-ALEXANDER PHD TRUSTEE 2.00 0.00 X 0 0 0 RAHMI MOWJOOD DO TRUSTEE, VP, SEC, & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 MICKEY NOVAK TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 MILES R ROSEDALE TRUSTEE 2.00 0.00 X 0 0 0 WENDIN SMITH PHD TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 JORDAN TAYLOR TRUSTEE 2.00 0.00 X 0 0 0 LANCE WILLIAMS TRUSTEE & COMMITTEE CHAIR 2.00 0.00 X 0 0 0 LARRY ASHTON TRUSTEE, EX-OFFICIO 2.00 5.25 X 0 0 0 ANDREW PAN TRUSTEE 2.00 0.00 X 0 0 0 2680728 0 373741 21 0 1 0 DEL AMO CONSTRUCTION INC 2384 MADISON ST TORRANCE CA 90505 CONSTRUCTION 1339191 CULINART GROUP INC P O BOX 50196 LOS ANGELES CA 900470196 FOOD/CULINARY 659966 RESOURCE COMPUTER SOLUTIONS INC 1945 WEST NINTH STREET UPLAND CA 91786 INFORMATION TECH. 611669 DRIVER SPG 408 N ROSEMEAD BLVD PASADENA CA 91107 CONSTRUCTION 578739 BOGAARD GROUP INTERNATIONAL INC 530 S LAKE AVE 805 PASADENA CA 91107 SECURITY 140615 10 175100 4532448 42188 4707548 TUITION AND FEES 611710 28537699 28537699 28537699 2009060 2009060 28462 3931 24531 24531 24531 2147503 2044036 103467 103467 103467 31689 175100 85092 -53403 -53403 39671 13019 26652 26652 MISCELLANEOUS 611710 29443 29443 YEARBOOKS 611710 24633 24633 54076 35409630 28562332 0 2139750 6846692 6846692 1925698 1329752 54981 540965 10474558 7027995 2504286 942277 764525 487413 215383 61729 1879213 1421179 325942 132092 858401 596857 159977 101567 179996 124848 55148 39960 39207 753 182784 182784 52337 52337 260002 260002 925774 737833 177445 10496 439018 410684 28334 220498 28029 150365 42104 886473 503909 323092 59472 1784255 967455 799839 16961 486793 153380 218079 115334 285762 120824 145044 19894 636125 636125 9200 3700 5500 1745085 1605478 122156 17451 738151 584948 124261 28942 STUDENT SUPPORT SERVICE 752410 752410 OTHER STUDENT PROGRAMS 740859 740859 INSTRUCTIONAL MATERIALS 621535 621535 FUNDRAISING EXPENSES 308770 308770 238246 1333 236913 34283120 25699538 6098604 2484978 4725198 3810545 14128879 12840908 2430880 3618194 914657 899753 23493 47279 527460 636060 66965897 32664275 31988435 34301622 40619351 48174797 15098131 13234486 5255140 3292377 115711624 120856021 1808025 1405774 4312066 4041096 12491163 12318238 1468786 283009 20080040 18048117 X 44701514 48119666 50930070 54688238 95631584 102807904 115711624 120856021 X 1126510 5476018 573792 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52069479 1215554 6641904 1024287 857419 58045231 48933094 786326 4324218 868109 1106050 52069479 43910978 10132059 -3615184 693282 801477 48933094 37074644 456679 7994678 609241 1005782 43910978 34653081 2875392 802214 548976 682067 25000 37074644 0.21300 0.64400 0.14300 0 0 5913447 5913447 55402502 28500949 26901553 3811241 2681628 1129613 1838707 1481698 357009 34301622 PRIVATE PARTNERSHIP 5890511 F HEDGE FUNDS 2609481 F PRIVATE CREDIT 2349461 F MUTUAL FUND 2385033 F 13234486 TRUST LIABILITIES - STUDENT CLUBS 52718 LIABILITIES RE: SPLIT INTEREST AGREEMENT 117720 RIGHT OF USE LIABILITY 112571 283009 X PART V, LINE 4: THE SCHOOLS' ENDOWMENT CONSISTS OF APPROXIMATELY 176 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTESS TO FUNCTION AS ENDOWMENT (QUASI-ENDOWMENT). PART X, LINE 2: THE SCHOOLS HAVE EVALUATED TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT OF TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE SCHOOLS CONTINUED QUALIFICATION AS A TAX- EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NON-DISCRIMINATION POLICY IN ADVERTISEMENTS, ON ITS WEBSITE, AND IN OTHER EXTERNAL COMMUNICATIONS FOR RECRUITING, HIRING, AND SOLICITATIONS. THE NON-DISCRIMINATION POLICY IS ALSO PUBLISHED IN INTERNAL HANDBOOKS AND OPERATING MANUALS. CENTRAL AMERICA & THE CARIBBEAN 0 0 PROGRAM SERVICES ADMISSIONS 13346 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 3706 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ADMISSIONS 16780 EUROPE 0 0 PROGRAM SERVICES EDUCATIONAL TRIP - FOR STUDENTS 60408 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES ADMISSIONS 8449 NORTH AMERICA 0 0 FUNDRAISING 967 NORTH AMERICA 0 0 PROGRAM SERVICES ADMISSION SERVICES 5908 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL TRIP - FOR STUDENTS 50298 0 0 0 0 0 0 159862 0 159862 0 0 0 0 0 0 X X X X X X 1 GIVECAMPUS INC PO BOX 7411392 CHICAGO IL 606741392 EMAIL SOLICITATIONS/FUNDRAISING SOFTWARE 1 847219 45418 801801 FIRST AMERICAN-ONECAUSE 100 THROCKMORTON STREET SUITE 1800 FORT WORTH TX 79102 EMAIL SOLICITATIONS/FUNDRAISING SOFTWARE 1 189930 6919 183011 1037149 52337 984812 AFFILIATES EVENT 206789 175100 31689 27122 26511 4762 26697 206789 175100 31689 27122 26511 4762 26697 85092 -53403 1 FINANCIAL AID 185 6846692 FMV FINANCIAL AID, TUITION AND FEES REMISSION, TECHNOLOGY GRANTS AND TRIP SCHOLARSHIPS PART I, LINE 2: ALL AWARDS ARE FOR FINANCIAL AID OR TUITION REMISSION AT THE WEBB SCHOOLS. 1 X X X X X 0 1 0 1 0 0 0 0 0 TAYLOR B STOCKDALE HEAD EMERITUS 440208 0 0 0 374035 0 33000 0 19671 0 866914 0 0 0 THERESA SMITH PHD EX-OFF TTE, HEAD OF SCH, PRES & CEO 293745 0 0 0 0 0 29500 0 2477 0 325722 0 0 0 JANET K PEDDY CFO, ASST SECRETARY 262905 0 0 0 4358 0 26291 0 17684 0 311238 0 0 0 JAMILA EVERETT PHD DIR OF ADMISSION AND FINANCIAL AID 239427 0 0 0 0 0 19196 0 10469 0 269092 0 0 0 ROBERT FASS CHIEF ADVANCEMENT OFFICER 209354 0 0 0 0 0 21216 0 24790 0 255360 0 0 0 HECTOR MARTINEZ DEAN OF COLLEGE GUIDANCE 156728 0 0 0 0 0 15727 0 25190 0 197645 0 0 0 TINA PAREDES DIRECTOR OF ASSET MANAGEMENT 140891 0 0 0 353 0 14089 0 526 0 155859 0 0 0 MICHAEL HOE ASSISTANT HEAD OF SCHOOLS 152679 0 0 0 0 0 11076 0 15228 0 178983 0 0 0 DANIELLE GORDON DIRECTOR OF DEVELOPMENT 136112 0 0 0 0 0 13838 0 25955 0 175905 0 0 0 CAROLINA PANGILINAN CONTROLLER 136027 0 0 0 0 0 14089 0 18399 0 168515 0 0 0 PART I, LINE 3 STAFF COMPILE DATA FOR ALL OFFICER (HEAD, CFO) AND KEY EMPLOYEE POSITIONS FROM A VARIETY OF SOURCES, INCLUDING SALARY DATA FROM NAIS, CAIS, CAL-ISBOA AND ADP. MARKET INFORMATION IS COMPILED REGULARLY. THE ADMINISTRATION AND CONSULTANTS CONDUCT MARKET RESEARCH BASED ON INDUSTRY STANDARDS IN SIMILAR ORGANIZATIONS WHEN DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE BOARD OF TRUSTEES REVIEWS AND APPROVES TOTAL COMPENSATION, COMPENSATION FOR THE HEAD OF SCHOOLS, AND REVIEWS COMPENSATION PACKAGES FOR OTHER KEY EMPLOYEES. THE HEAD OF SCHOOLS APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES. PART I, LINE 4B NAME: TAYLOR STOCKDALE, DESCRIPTION: 2 457(F) PLANS - DISTRIBUTIONS, CURRENT YEAR AMOUNT: $375,000. PLAN DESCRIPTION: THE WEBB SCHOOLS FUND TWO 457(F) PLANS. AS DEFINED BY THE EMPLOYMENT CONTRACT, EACH PLAN HAS SPECIFIC CONTRIBUTION AND PAYMENT SCHEDULES, BASED ON CERTAIN EMPLOYMENT CRITERIA, LIKE LENGTH OF EMPLOYMENT OR MEETING PRE-DEFINED GOALS. FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2023, TWO DISTRIBUTIONS WERE MADE FOR ONE PARTICIPANT IN THE AMOUNTS OF $125,000 AND $250,000. PART I, LINE 5 TAYLOR STOCKDALE'S 457(F) PLAN 2 DISTRIBUTION WAS BASED ON MEETING FUNDRAISING GOALS. A CALIFORNIA ENTERPRISE DEVELOPMENT 352273601 2022-03-01 12967500 ACQUISITION , CONSTRUCTION, RENOVATION OF SCHOOL FACILITIES 0 0 0 A 403473 12967500 246853 2724713 8716500 1279434 2025 1 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 0 1 1 CITY NATIONAL BANK 360.000000000000 0 0 0 0 1 A 1 X 5 42188 MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, THE EXECUTIVE COMMITTEE, SUBJECT TO SUCH LIMITATIONS AS ARE SPECIFIED BELOW OR AS MAY OTHERWISE BE REQUIRED BY STATUTE, SHALL HAVE AND EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION EXCEPT THE POWER TO (I) ADOPT NEW BYLAWS, (II) AMEND OR REPEAL THESE BYLAWS, (III) APPOINT OR ELECT NEW BOARD MEMBERS, OR (IV) APPOINT OR ELECT MEMBERS OF ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM AND WENDY HORNBUCKLE ARE TRUSTEES OF THE BOARD AND ARE MARRIED. WILLIAM AND WENDY HORNBUCKLE SHARE ONE VOTE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS THESE DOCUMENTS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND EXCEPTIONS ARE REPORTED TO THE HEAD OF SCHOOLS, AUDIT COMMITTEE CHAIR AND CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATION AND CONSULTANTS CONDUCT MARKET RESEARCH BASED ON INDUSTRY STANDARDS IN SIMILAR ORGANIZATIONS WHEN DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE BOARD OF TRUSTEES REVIEWS AND APPROVES TOTAL COMPENSATION, COMPENSATION FOR THE HEAD OF SCHOOLS, AND REVIEWS COMPENSATION PACKAGES FOR OTHER KEY EMPLOYEES. THE HEAD OF SCHOOLS APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES. SAME AS ABOVE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST, WHISTLE-BLOWER AND DOCUMENT RETENTION POLICES, AND FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE GOVERNING BODY. THESE ITEMS ARE AVAILABLE UPON REQUEST TO OTHERS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 84,720. CHANGE IN VALUE OF SWAP AGREEMENT LIABILITY 489,072. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. RAYMOND M ALF MUSEUM OF PALEONTOLOGY 1175 WEST BASELINE ROAD CLAREMONT CA 91711 953366309 MUSEUM CA 501(C)(3) LINE 7 THE WEBB SCHOOLS 1 WEBB SCHOOLS REAL ESTATE FUND 1175 WEST BASELINE ROAD CLAREMONT CA 91711 201554974 REAL ESTATE FUND CA 501(C)(3) LINE 12A, I THE WEBB SCHOOLS 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 RAYMOND M ALF MUSEUM OF PALEONTOLOGY O 1500374 FMV WEBB SCHOOLS REAL ESTATE FUND O 1759234 FMV RAYMOND M ALF MUSEUM OF PALEONTOLOGY Q 806974 FMV RAYMOND M ALF MUSEUM OF PALEONTOLOGY R 9132081 FMV RAYMOND M ALF MUSEUM OF PALEONTOLOGY S 279597 FMV