2018-05-11T12:13:47-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2016-07-01 953366309 RAYMOND M ALF MUSEUM OF PALEONTOLOGY RAYM 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 JANET K PEDDY CFO 9096263587 2018-05-10 1 WADE MCMULEN CPA P00541671 6268577300 2018-05-01 2016 2022-09-23 18:48:47Z JANET K PEDDY 1175 WEST BASELINE ROAD CLAREMONT CA 91711 933769 0 X WWW.ALFMUSEUM.ORG X 1936 CA PUBLIC MUSEUM 26 24 21 73 0 0 359706 570477 113091 65760 34279 259132 -22865 -27746 484211 867623 6900 9200 0 0 455488 490079 0 0 17918 296416 225948 758804 725227 -274593 142396 7686899 8131506 134623 179424 7552276 7952082 PUBLIC MUSEUM 0 0 464700 37935 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS. 23047 9200 27000 FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS TO EXPLORE AND DISCOVER FOSSILS. 16359 825 SPECIAL MUSEUM PROGRAMS AND COMMUNITY OUTREACH EVENTS. 504106 1 1 0 0 0 0 0 1 0 1 1 1 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 3 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANET PEDDY CFO 9096263587 1175 W BASELINE CLAREMONT CA 917112199 TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 5.00 40.00 X 0 364649 250156 DONALD LOFGREN PHD PRES., MUSEUM DIR. 40.00 10.00 X X 133009 0 66628 LARRY ASHTON BOARD CHAIRMAN 5.00 2.00 X X 0 0 0 SANJAY DHOLAKIA EX-OFFICIO TRUSTEE 2.00 5.00 X 0 0 0 GRETCHEN AUGUSTYN TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM BALDWIN TRUSTEE 2.00 0.00 X 0 0 0 RICHARD H CLARK TRUSTEE 2.00 1.00 X 0 0 0 LJ PATRICK MUFFLER PHD TRUSTEE 2.00 0.00 X 0 0 0 SHERWOOD C KINGSLEY TRUSTEE 2.00 0.00 X 0 0 0 JOHN R LYNAS TRUSTEE 5.00 0.00 X 0 0 0 RONALD P HAGANDER TRUSTEE 2.00 0.00 X 0 0 0 DOUGLAS F MYLES TRUSTEE 2.00 0.00 X 0 0 0 MARY W ROSE MD TRUSTEE 2.00 0.00 X 0 0 0 DANIEL GLUCKSTEIN MD TRUSTEE 2.00 0.00 X 0 0 0 CHARLES STEINMANN MD TRUSTEE 2.00 0.00 X 0 0 0 JACK GREENING TRUSTEE 2.00 0.00 X 0 0 0 F GARD JAMESON PHD TRUSTEE 2.00 0.00 X 0 0 0 CAROL LACHMAN TRUSTEE 2.00 0.00 X 0 0 0 DAVID MIRKIN MD TRUSTEE 2.00 0.00 X 0 0 0 MICHELLE PLYLEY TRUSTEE 2.00 0.00 X 0 0 0 TERRY W BAGANZ TRUSTEE TRUSTEE 2.00 0.00 X 0 0 0 LANCE WILLIAMS TRUSTEE 2.00 0.00 X 0 0 0 TERRY ZIPSER TRUSTEE 2.00 0.00 X 0 0 0 MONICA WHITAKER TRUSTEE 2.00 0.00 X 0 0 0 PAGE W THIBODEAUX TRUSTEE 2.00 0.00 X 0 0 0 JAMES E HALL PHD TRUSTEE 2.00 0.00 X 0 0 0 JANET K PEDDY CFO CFO 5.00 40.00 X 0 217675 32333 KATHY SANDERS SECRETARY 40.00 0.00 X 54621 0 19066 187630 582324 368183 1 0 1 0 0 114350 456127 55055 570477 TOUR REVENUES 561500 37935 37935 PECCARY TRIPS 561500 27000 27000 ACTIVITIES & EVENTS 900099 825 825 65760 259132 259132 38400 114350 66146 -27746 -27746 867623 65760 0 231386 9200 9200 239085 166254 56523 16308 185658 185658 10651 10651 27323 27323 27362 23195 3228 939 3975 3975 10121 10121 594 594 3182 2757 425 127610 127610 OUTREACH 46776 46776 OTHER EXPENSES 16359 14961 1321 77 TRIPS,EXPEDITIONS & RES 13847 13847 COLLECTIONS 3484 3484 725227 504106 203203 17918 24506 18524 788910 712426 493664 293895 7834 9889 3778745 1690699 1928404 2088046 2832204 4425736 1610131 582990 1246 0 7686899 8131506 13194 25411 11900 10800 109529 143213 134623 179424 X 2262873 2608631 880507 847397 4408896 4496054 7552276 7952082 7686899 8131506 X 142396 276183 -21288 2515 X X 0 1 X 1 0 X 680375 682646 800712 359706 570477 3093916 680375 682646 800712 359706 570477 3093916 3093916 200159 111257 198746 34279 259132 803573 43050 38100 30700 28350 38400 178600 4076089 0.75900 0.71510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 43,050. 2013 AMOUNT: $ 38,100. 2014 AMOUNT: $ 30,700. 2015 AMOUNT: $ 28,350. 2016 AMOUNT: $ 38,400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 4346542 232056 512453 225077 4865974 4595265 93693 -127736 214680 4346542 4737390 121629 -78688 185066 4595265 4259210 49657 586852 158329 4737390 2873531 1208091 320051 142463 4259210 0.05000 0.85000 0.10000 0 1 1 3503320 1437014 2066306 275425 253685 21740 2088046 PRIVATE PARTNERSHIPS 38781 F OFF-SHORE FUNDS 544209 F 582990 LIABILITIES RELATED TO PLANNED GIFTS 91046 AMOUNT DUE TO THE WEBB SCHOOLS 52167 143213 X 1122518 276183 276183 846335 21288 21288 867623 725227 0 725227 0 725227 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 152750 114350 38400 961 53550 4130 7505 152750 114350 38400 961 53550 4130 7505 66146 -27746 1 TRIP SCHOLARSHIPS 11 9200 PART I, LINE 2: ALL AWARDS ARE FOR FINANCIAL ASSISTANCE FOR STUDENTS PARTICIPATING IN MUSEUM TRIP X X 1 1 X 0 1 0 0 0 0 0 0 0 TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 0 365907 0 0 0 -1258 0 101500 0 148656 0 614805 0 75000 DONALD LOFGREN PHD PRES., MUSEUM DIR. 131950 0 0 0 1059 0 13195 0 53433 0 199637 0 0 0 JANET K PEDDY CFO CFO 0 219117 0 0 0 -1442 0 21912 0 10421 0 250008 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. DONALD LOFGREN PHD PRESIDENT ; DIRECTOR OF MUSEUM 36570 TUITION REMISSION X 51562 FMV X SUPPLIES 0 3493 COST 0 1 1 PART I, LINE 32B: REAL ESTATE BROKERS AND AUCTION HOUSES ARE USED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THEN PROVIDED 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 AND 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 2,515. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE AUDIT COMMITTEES 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