2019-05-13T11:42:36-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2017-07-01 953366309 RAYMOND M ALF MUSEUM OF PALEONTOLOGY RAYM 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 JANET K PEDDY CFO 9096263587 2019-05-13 1 WADE MCMULLEN CPA P00541671 6268577300 2019-05-08 67.137.57.251 2019-05-13 09:42:05 PD P 5361518973D1A559921F7DF4214214CF34F86A31 87BD3611550E1D67138C53841B1C9A886D50C97E 2017 2019-02-21 02:37:17Z JANET K PEDDY 1175 WEST BASELINE ROAD CLAREMONT CA 91711 1250164 0 X WWW.ALFMUSEUM.ORG X 1936 CA PUBLIC MUSEUM 26 24 17 38 0 0 570477 669924 65760 123794 259132 123105 -27746 -32916 867623 883907 9200 7950 0 0 490079 513372 0 0 17331 225948 316769 725227 838091 142396 45816 8131506 8462873 179424 251871 7952082 8211002 PUBLIC MUSEUM 0 0 517975 50387 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS. 66999 7950 71760 FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS TO EXPLORE AND DISCOVER FOSSILS. 1647 SPECIAL MUSEUM PROGRAMS AND COMMUNITY OUTREACH EVENTS. 584974 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 26 24 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JANET PEDDY CFO 9096263587 1175 W BASELINE CLAREMONT CA 917112199 DONALD LOFGREN PHD PRES., MUSUEM DIR. 40.00 5.00 X X 134558 0 69933 LARRY ASHTON BOARD CHAIRMAN 5.00 2.00 X X 0 0 0 TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 4.00 40.00 X 0 599700 254986 SANJAY DHOLAKIA EX-OFFICIO TRUSTEE 1.00 10.00 X 0 0 0 GRETCHEN AUGUSTYN TRUSTEE 2.00 X 0 0 0 WILLIAM BALDWIN TRUSTEE 2.00 X 0 0 0 RICHARD H CLARK TRUSTEE 2.00 1.00 X 0 0 0 LJ PATRICK MUFFLER PHD TRUSTEE 2.00 X 0 0 0 SHERWOOD C KINGSLEY TRUSTEE 2.00 X 0 0 0 JOHN R LYNAS TRUSTEE 5.00 X 0 0 0 RONALD P HAGANDER TRUSTEE 2.00 X 0 0 0 DOUGLAS F MYLES TRUSTEE 2.00 X 0 0 0 MARY W ROSE MD TRUSTEE 2.00 X 0 0 0 DANIEL GLUCKSTEIN MD TRUSTEE 2.00 X 0 0 0 CHARLES STEINMANN MD TRUSTEE 2.00 X 0 0 0 JACK GREENING TRUSTEE 2.00 X 0 0 0 F GARD JAMESON PHD TRUSTEE 2.00 X 0 0 0 CARL LACHMAN TRUSTEE 2.00 X 0 0 0 DAVID MIRKIN MD TRUSTEE 2.00 X 0 0 0 MICHELLE PLYLEY TRUSTEE 2.00 X 0 0 0 TERRY W BAGANZ TRUSTEE TRUSTEE 2.00 X 0 0 0 LANCE WILLIAMS TRUSTEE 2.00 X 0 0 0 TAMMY ZIPSER TRUSTEE 2.00 X 0 0 0 MONICA WHITAKER TRUSTEE 2.00 X 0 0 0 PAGE W THIBODEAUX TRUSTEE 2.00 X 0 0 0 JAMES E HALL PHD TRUSTEE 2.00 X 0 0 0 JANET K PEDDY CFO CFO 8.00 40.00 X 0 224343 33433 KATHY SANDERS SECRETARY 40.00 X 57115 0 20316 191673 824043 378668 1 0 1 0 0 126849 543075 54649 669924 PECCARY TRIPS 561500 71760 71760 TOUR REVENUES 561500 50387 50387 MISCELLANEOUS PROGRAM 900099 1647 1647 123794 103641 103641 320705 301241 19464 19464 19464 32100 126849 65016 -32916 -32916 883907 123794 0 90189 7950 7950 244780 147682 80118 16980 202289 202289 10861 10861 27020 27020 28422 28422 4795 4795 9453 9453 351 351 3610 3025 585 139250 139250 OUTREACH 69429 69429 TRIPS,EXPEDITIONS & RES 59049 59049 GENERAL EXPENSES 24026 22441 1585 RESEARCH 6806 6806 838091 584974 235786 17331 18524 58760 712426 987753 293895 328455 75 9889 7209 3795825 1829949 2088046 1965876 4425736 4719275 582990 390075 0 5395 8131506 8462873 25411 37180 10800 16750 143213 197941 179424 251871 X 2608631 2534285 847397 1098874 4496054 4577843 7952082 8211002 8131506 8462873 X 45816 237033 -22083 -1846 X X 0 1 X 1 0 X 682646 800712 359706 570477 669924 3083465 682646 800712 359706 570477 669924 3083465 3083465 38100 30700 28350 38400 32100 167650 3251115 444113 0.94840 0.75900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 38,100. 2014 AMOUNT: $ 30,700. 2015 AMOUNT: $ 28,350. 2016 AMOUNT: $ 38,400. 2017 AMOUNT: $ 32,100. X X X 0 4865974 137800 336385 227536 5112623 4346542 232056 512453 225077 4865974 4595265 93693 -127736 214680 4346542 4737390 121629 -78688 185066 4595265 4259210 49657 586852 158329 4737390 0.04800 0.83400 0.11800 0 1 1 1046975 574589 472386 2473425 992284 1481141 73169 72929 240 202256 190147 12109 1965876 LIABILITIES RELATED TO PLANNED GIFTS 82626 AMOUNT DUE TO THE WEBB SCHOOLS 115315 197941 X 1098857 237033 237033 861824 22083 22083 883907 837167 0 837167 924 924 838091 PART III, LINE 4: THE MUSEUM IS ORGANIZED TO MAINTAIN PUBLIC EXHIBITS, TO PROMOTE AND CONDUCT SCIENTIFIC AND EDUCATIONAL EXPEDITIONS, AND TO PROMOTE AN INTEREST IN THE STUDY OF SCIENCE. THE COLLECTIONS IN THE EXHIBIT HALLS FURTHER THE ORGANIZATION'S PURPOSE. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF APPROXIMATELY THIRTEEN INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES (QUASI-ENDOWMENT) TO FUNCTION AS ENDOWMENT. PART X, LINE 2: THE MUSEUM HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE MUSEUMS 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. PECCARY DINNER 158949 126849 32100 1436 56515 4477 2588 158949 126849 32100 1436 56515 4477 2588 65016 -32916 1 TRIP SCHOLARSHIPS 16 0 7950 FMV PART I, LINE 2: ALL AWARDS ARE FOR FINANCIAL ASSISTANCE FOR STUDENTS PARTICIPATING IN MUSEUM TRIP X X 1 1 X X 0 0 0 0 0 1 0 0 0 DONALD LOFGREN PHD PRES., MUSUEM DIR. 133950 0 0 0 608 0 13395 0 56538 0 204491 0 204491 0 TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 0 375027 0 150000 0 74673 0 102000 0 152986 0 854686 0 75000 JANET K PEDDY CFO CFO 0 224577 0 0 0 -234 0 22458 0 10975 0 257776 0 0 PART I, LINE 1A WITH THE CONSENT OF THE WEBB SCHOOLS BOARD OF TRUSTEES, THE SPOUSE OF THE HEAD OF SCHOOLS SOMETIMES ACCOMPANIES HIM TO CONFERENCES, ALUMNI EVENTS AND DONOR VISITS. ON THESE TRIPS, THE SPOUSE SERVES AS AN AMBASSADOR FOR THE SCHOOL. DONALD LOFGREN PHD PRESIDENT ; DIRECTOR OF MUSEUM 38215 TUITION REMISSION X 300 COST X 6 53199 FMV X EQUIPMENT 1 1150 FMV 0 1 1 PART I, LINE 32B: REAL ESTATE BROKERS AND AUCTION HOUSES ARE SOMETIMES USED DEPENDING ON THE NATURE OF THE GIFT. FORM 990, PART VI, SECTION A, LINE 6 THE WEBB SCHOOLS IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE WEBB SCHOOLS APPOINT THE BOARD OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE NO DECISIONS RESERVED FOR THE WEBB SCHOOLS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT TAKE MINUTES OF INDIVIDUAL MEETINGS. THEY REPORT AT THE FULL BOARD MEETING AND MINUTES ARE TAKEN THEN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THEN DISTRIBUTED TO THE GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY, OFFICERS AND KEY EMPLOYEES FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ANY CONCERNS BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES A BUDGET ANNUALLY, WHICH INCLUDES THE TOTAL AMOUNT TO BE SPENT ON EMPLOYEE COMPENSATION. WITHIN THOSE PARAMETERS, THE DIRECTOR OF THE MUSEUM MAKES A RECOMMENDATION TO THE HEAD OF THE WEBB SCHOOLS, WHO REVIEWS AND SETS INDIVIDUAL SALARIES. THE DIRECTOR OF THE MUSEUM RECEIVES AN EMPLOYMENT CONTRACT. SALARY EQUITY IS REVIEWED PERIODICALLY TO ENSURE THAT COMPENSATION IS EQUITABLE WITH RESPECT TO GENDER, EXPERIENCE, EDUCATION AND ASSIGNED DUTIES. THE PROCESS IS DONE BY COMPARING SALARIES AMONG LIKE POSITIONS WITHIN THE INSTITUTION AND TO SIMILAR POSITIONS IN OTHER INSTITUTIONS. BENEFIT PACKAGES ARE REVIEWED ANNUALLY AND MANDATED NONDISCRIMINATION TESTING IS DONE AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 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 SPLIT INTEREST AGREEMENT -1,846. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE AUDIT COMMITTEE'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. THE WEBB SCHOOLS 1175 WEST BASELINE ROAD CLAREMONT CA 91711 951856591 SCHOOL CA 501(C) LINE 2 N/A 0 THE WEBB SCHOOLS REAL ESTATE TRUST 1175 WEST BASELINE ROAD CLAREMONT CA 91711 201554974 GIFT OF REAL ESTATE CA 501(C) LINE 12A, I THE WEBB SCHOOL 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1