RAYMOND M ALF MUSEUM OF PALEONTOLOGY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND M ALF MUSEUM OF PALEONTOLOGY (EIN 95-3366309)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-07
- IRS object ID
- 201740979349300239
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-07T20:30:33+00:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952242818 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICENTI LLOYD & STUTZMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 STE 100 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917404676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953366309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND M ALF MUSEUM OF | BusinessNameLine1Txt |
| Business Name Line2 | PALEONTOLOGY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 9096263587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 WEST BASELINE ROAD | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET K PEDDY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9096263587 | PhoneNum |
| Signature | 2017-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE MCMULLEN CPA | PreparerPersonNm |
| PTIN | P00541671 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2017-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET K PEDDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 WEST BASELINE RD | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $535,426 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALFMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PUBLIC MUSEUM | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $800,712 | PYContributionsGrantsAmt |
| CY Contributions Grants | $359,706 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $139,105 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $113,091 | CYProgramServiceRevenueAmt |
| PY Investment Income | $198,746 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,279 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,582 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,865 | CYOtherRevenueAmt |
| PY Total Revenue | $1,124,981 | PYTotalRevenueAmt |
| CY Total Revenue | $484,211 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,075 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,900 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $380,436 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $455,488 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,765 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $289,841 | PYOtherExpensesAmt |
| CY Other Expenses | $296,416 | CYOtherExpensesAmt |
| PY Total Expenses | $676,352 | PYTotalExpensesAmt |
| CY Total Expenses | $758,804 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $448,629 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$274,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,109,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,686,899 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $134,623 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,985,109 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,552,276 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PUBLIC MUSEUM | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $438,674 | ExpenseAmt |
| Revenue | $37,692 | RevenueAmt |
| Desc | PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,942 | ExpenseAmt |
| Grant | $6,900 | GrantAmt |
| Revenue | $75,120 | RevenueAmt |
| Desc | FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS TO EXPLORE AND DISCOVER FOSSILS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,035 | ExpenseAmt |
| Revenue | $279 | RevenueAmt |
| Desc | SPECIAL MUSEUM PROGRAMS AND COMMUNITY OUTREACH EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $539,651 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET PEDDY CFO | PersonNm |
| Phone | 9096263587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 W BASELINE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917112199 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| TAYLOR B STOCKDALE | |||||||
| EX-OFFICIO T | 5.00 | 40.00 | Yes (X) | $0 | $354,135 | $139,460 | |
| DONALD LOFGREN PHD | |||||||
| PRES., MUSEU | 40.00 | 10.00 | Yes (X) | $129,697 | $0 | $68,803 | Yes (X) |
| R LARRY ASHTON JR | |||||||
| BOARD CHAIRM | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL REITLER | |||||||
| EX-OFFICIO T | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GRETCHEN AUGUSTYN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BALDWIN | |||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD H CLARK | |||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LJ PATRICK MUFFLER PHD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHERWOOD C KINGSLEY | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R LYNAS | |||||||
| TRUSTEE | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD HAGANDER | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS MYLES | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY W ROSE MD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL GLUCKSTEIN MD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES STEINMANNMD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DERON MARQUEZ | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACK GREENING | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| F GARD JAMESONPHD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARL LACHMAN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MIRKINMD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE PLYLEY | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY W BAGANZ | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE WILLIAMS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANET K PEDDY | |||||||
| CFO | 5.00 | 40.00 | $0 | $211,378 | $30,910 | Yes (X) | |
| KATHY SANDERS | |||||||
| SECRETARY | 40.00 | 0.00 | $51,522 | $0 | $17,859 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,219 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $565,513 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $257,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $84,215 | FundraisingAmt |
| All Other Contributions | $275,491 | AllOtherContributionsAmt |
| Noncash Contributions | $11,603 | NoncashContributionsAmt |
| Total Contributions | $359,706 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| PECCARY TRIPS | $75,120 | $75,120 |
| TOUR REVENUES | $37,692 | $37,692 |
| ACTIVITIES & EVENTS | $279 | $279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $113,091 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,279 | TotalRevenueColumnAmt |
| Exclusion | $34,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $84,215 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,215 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,865 | TotalRevenueColumnAmt |
| Exclusion | -$22,865 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $484,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,091 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,414 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,900 | TotalAmt |
| Program Services | $6,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,627 | TotalAmt |
| Program Services | $161,089 | ProgramServicesAmt |
| Management And General | $54,746 | ManagementAndGeneralAmt |
| Fundraising | $15,792 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,861 | TotalAmt |
| Program Services | $164,861 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,340 | TotalAmt |
| Program Services | $9,340 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,515 | TotalAmt |
| Program Services | $23,847 | ProgramServicesAmt |
| Management And General | $516 | ManagementAndGeneralAmt |
| Fundraising | $152 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,145 | TotalAmt |
| Program Services | $20,979 | ProgramServicesAmt |
| Management And General | $3,227 | ManagementAndGeneralAmt |
| Fundraising | $939 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,494 | TotalAmt |
| Management And General | $8,494 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,882 | TotalAmt |
| Fundraising | $3,882 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,762 | TotalAmt |
| Program Services | $7,347 | ProgramServicesAmt |
| Management And General | $415 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,610 | TotalAmt |
| Management And General | $127,610 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRIPS AND EXPEDITIONS | $76,856 | $76,856 | |
| OUTREACH | $51,211 | $51,211 | |
| OTHER EXPENSES | $18,165 | $16,035 | $2,130 |
| RESEARCH | $1,186 | $1,186 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,804 | TotalAmt |
| Program Services | $539,651 | ProgramServicesAmt |
| Management And General | $198,388 | ManagementAndGeneralAmt |
| Fundraising | $20,765 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,335 | BOYAmt |
| EOY | $24,506 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,894 | BOYAmt |
| EOY | $788,910 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,157 | BOYAmt |
| EOY | $493,664 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,831 | BOYAmt |
| EOY | $7,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,491,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,563,089 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056,014 | BOYAmt |
| EOY | $1,928,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,940,674 | BOYAmt |
| EOY | $2,832,204 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,083 | BOYAmt |
| EOY | $1,610,131 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,913 | BOYAmt |
| EOY | $1,246 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,109,901 | BOYAmt |
| EOY | $7,686,899 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,869 | BOYAmt |
| EOY | $13,194 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,400 | BOYAmt |
| EOY | $11,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,523 | BOYAmt |
| EOY | $109,529 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,792 | BOYAmt |
| EOY | $134,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,598,699 | BOYAmt |
| EOY | $2,262,873 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,447 | BOYAmt |
| EOY | $880,507 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,369,963 | BOYAmt |
| EOY | $4,408,896 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,985,109 | BOYAmt |
| EOY | $7,552,276 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,109,901 | BOYAmt |
| EOY | $7,686,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$274,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$134,399 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$27,616 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $3,775 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $486,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $680,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $682,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $359,706 | CurrentTaxYearAmt |
| Total | $3,009,724 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $486,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $680,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $682,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $359,706 | CurrentTaxYearAmt |
| Total | $3,009,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $287,246 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,722,478 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,279 | CurrentTaxYearAmt |
| Total | $657,437 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $43,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,350 | CurrentTaxYearAmt |
| Total | $140,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,807,361 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $113,091 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 2012 OTHER INCOME 43,050 2013 OTHER INCOME 38,100 2014 OTHER INCOME 30,700 2015 OTHER INCOME 28,350 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,595,265 | BeginningYearBalanceAmt |
| Contributions | $93,693 | ContributionsAmt |
| Investment Earnings Or Losses | -$127,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $214,680 | OtherExpendituresAmt |
| End Year Balance | $4,346,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,737,390 | BeginningYearBalanceAmt |
| Contributions | $121,629 | ContributionsAmt |
| Investment Earnings Or Losses | -$78,688 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $185,066 | OtherExpendituresAmt |
| End Year Balance | $4,595,265 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,259,210 | BeginningYearBalanceAmt |
| Contributions | $49,657 | ContributionsAmt |
| Investment Earnings Or Losses | $586,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,329 | OtherExpendituresAmt |
| End Year Balance | $4,737,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,873,531 | BeginningYearBalanceAmt |
| Contributions | $1,208,091 | ContributionsAmt |
| Investment Earnings Or Losses | $320,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $142,463 | OtherExpendituresAmt |
| End Year Balance | $4,259,210 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,041,502 | BeginningYearBalanceAmt |
| Contributions | $50 | ContributionsAmt |
| Investment Earnings Or Losses | -$43,047 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $124,974 | OtherExpendituresAmt |
| End Year Balance | $2,873,531 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,216,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,318,792 | DepreciationAmt |
| Book Value | $1,897,276 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $244,297 | DepreciationAmt |
| Book Value | $31,128 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,928,404 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CO-MINGLED INVESTMENT POOLS | $1,152,107 | F |
| EMERGING MARKET EQUITY MUTUAL FUND | $412,188 | F |
| PRIVATE PARTNERSHIPS | $45,836 | F |
| OFFSHORE DIVERSIFIED FUND OF FUNDS | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,610,131 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES RELATED TO PLANNED GIFTS | Desc |
| Amt | $109,529 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $109,529 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $322,196 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$134,399 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$134,399 | RevenueNotReportedAmt |
| Revenue Subtotal | $456,595 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,616 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,616 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $484,211 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $758,804 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $758,804 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $758,804 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, 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. |
| SCHEDULE D, PAGE 2, 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 TO FUNCTION AS ENDOWMENT. |
| SCHEDULE D, PAGE 3, PART X | 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PECCARY DINNER | Event1Nm |
| Gross Receipts Event1 | $112,565 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $84,215 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,350 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,062 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $39,515 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,655 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,983 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $112,565 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $84,215 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,350 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,062 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,515 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,655 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,983 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,215 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,865 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TRIP SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $6,900 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL AWARDS ARE FOR FINANCIAL ASSISTANCE FOR STUDENTS PARTICIPATING IN MUSEUM TRIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| TAYLOR B STOCKDALE | ||||||||||
| EX-OFFICIO TRUSTEE | $355,250 | -$1,115 | $76,500 | $62,960 | $493,595 | |||||
| DONALD LOFGREN PHD | ||||||||||
| PRES., MUSEUM DIR. | $127,647 | $2,050 | $12,765 | $56,038 | $198,500 | |||||
| JANET K PEDDY | ||||||||||
| CFO | $212,737 | -$1,359 | $21,274 | $9,636 | $242,288 | |||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A - FRINGE OR EXPENSE EXPLANATION THE MUSEUM DIRECTOR AND THE HEAD OF THE WEBB SCHOOLS ARE REQUIRED TO LIVE ON CAMPUS IN SCHOOL PROVIDED HOUSING. RENT, UTILITIES AND HOME MAINTENANCE ARE PROVIDED AT NO COST TO THE EMPLOYEE. THE MUSEUM DIRECTOR IS PROVIDED A MODEST DISCRETIONARY FUND, WITH ALL EXPENDITURES REPRESENTING DIRECT PROGRAM COSTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON LOFGREN | PersonNm |
| Relationship With Org | PRESIDENT & DIRECTOR | RelationshipWithOrgTxt |
| Cash Grant | $70,320 | CashGrantAmt |
| Assistance Purpose | TUITION REMISSION | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A | 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, PAGE 6, PART VI, LINE 15B | SAME AS ABOVE. |
| FORM 990, PAGE 6, PART VI, 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 SPLIT INTEREST AGREEMENT 3,775 TOTAL 3,775 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE WEBB SCHOOLS | ||||||||||
| 1175 W BASELINE ROAD | CLAREMONT | CA | 91711 | 951856591 | SCHOOL | CA | 501C3 | 2 | NA | false |
| THE WEBB SCHOOLS REAL ESTATE FUND | ||||||||||
| 1175 W BASELINE ROAD | CLAREMONT | CA | 91711 | 201554974 | SEE PT VII | CA | 501C3 | 11A | THE WEBB S | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PART II, LINE 2 COLUMN B - PRIMARY ACTIVITY GIFTS OF REAL ESTATE | ExplanationTxt |
Comments