2016-05-16T10:15:35-05:00 2015-06-30 952242818 VICENTI LLOYD & STUTZMAN 2210 E ROUTE 66 STE 100 GLENDORA CA 917404676 990 2014-07-01 951856591 THE WEBB SCHOOLS WEBB 9096263587 1175 W BASELINE ROAD CLAREMONT CA 91711 JANET PEDDY CHIEF FINANCIAL OFFICER 9096263587 2016-05-13 true WADE MCMULLEN CPA P00541671 6268577300 2016-05-13 2014 2016-08-17 19:52:53Z JANET PEDDY 1175 WEST BASELINE ROAD CLAREMONT CA 917112199 36166151 false X WWW.WEBB.ORG X 1955 CA THE MISSION OF THE WEBB SCHOOLS IS TO PROVIDE AN EXEMPLARY LEARNING COMMUNITY THAT NURTURES AND INSPIRES BOYS AND GIRLS TO BECOME MEN AND WOMEN WHO THINK BOLDLY, MINDFULLY AND CREATIVELY, ACT WITH HONOR AND MORAL COURAGE, LEAD WITH DISTINCTION, AND SERVE WITH A GENEROUS SPIRIT. 23 21 211 186 0 4821138 3159091 18899118 19746928 683009 1218344 82438 58266 24485703 24182629 4160597 4458835 0 10093815 10054357 0 1483657 7339972 7793484 21594384 22306676 2891319 1875953 61509353 62716176 16181341 17019723 45328012 45696453 X THE MISSION OF THE WEBB SCHOOLS IS TO PROVIDE AN EXEMPLARY LEARNING COMMUNITY THAT NURTURES AND INSPIRES BOYS AND GIRLS TO BECOME MEN AND WOMEN WHO THINK BOLDLY, MINDFULLY AND CREATIVELY, ACT WITH HONOR AND MORAL COURAGE, LEAD WITH DISTINCTION, AND SERVE WITH A GENEROUS SPIRIT. false false 15761628 4458835 19746928 BOARDING AND DAY SCHOOL INSTRUCTION FOR APPROXIMATELY 400 STUDENTS. THE WEBB SCHOOLS DISBURSED GRANTS AND OTHER ASSISTANCE TOTALING 4,458,835 BETWEEN 166 RECIPIENTS. 15761628 true true false false false false false false false true true true false false true true false true true false true false false false true false false false true true true false false false false false false false false false false true false false false false true true false false false true 49 0 true 211 true false false false false false true true false false false false false false X 23 21 false false false false false false false true true false false true true true true true true true true false X JANET PEDDY CFO 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 TAYLOR B STOCKDALE TRUSTEE, PRE 40.00 6.00 X X 336599 0 144324 PAUL M REITLER TRUSTEE, CHA 10.00 3.00 X X 0 0 0 LARRY ASHTON EX-OFFICIO,T 2.00 5.00 X 0 0 0 WAYNE L HANSON TRUSTEE 2.00 1.00 X 0 0 0 CLAIRE H MCCLOUD TRUSTEE, VIC 5.00 X X 0 0 0 TIMOTHY C MOORE TRUSTEE 2.00 X 0 0 0 JANEL HENRIKSEN HASTINGS TRUSTEE 2.00 X 0 0 0 ROGER J MILLAR TRUSTEE 5.00 X 0 0 0 MILES R ROSEDALE TRUSTEE 5.00 X 0 0 0 WILLIAM BAUMAN TRUSTEE 2.00 1.00 X 0 0 0 MARY SCHUCK TRUSTEE 2.00 X 0 0 0 SANJIV DHOLAKIA TRUSTEE 5.00 X 0 0 0 DAVID LOO TRUSTEE 2.00 X 0 0 0 JENNA GAMBARO TRUSTEE 2.00 X 0 0 0 RALPH D YOUNG III TRUSTEE 2.00 1.00 X 0 0 0 RICHARD ROMERO TRUSTEE 2.00 X 0 0 0 MING CHUNG LIU TRUSTEE 2.00 X 0 0 0 JOHN HOLLIDAY TRUSTEE 5.00 0.00 X 0 0 0 BLAKE BROWN TRUSTEE 2.00 X 0 0 0 CHRISTINA MCGINLEY TRUSTEE 2.00 X 0 0 0 DAVID MYLES TRUSTEE 2.00 X 0 0 0 MICKEY NOVAK TRUSTEE 2.00 1.00 X 0 0 0 JANET K PEDDY CFO, ASSIST. 40.00 10.00 X 205243 0 29344 JOE WOODWARD DIR. INST. A 40.00 5.00 X 188083 0 31682 LEO MARSHALL DIR. ADM. & 40.00 X 136901 0 48985 PETER BARTLETT DIR. OF STUD 40.00 X 135323 0 64203 THERESA SMITH PHD DIR. OF ACAD 40.00 X 130979 0 46632 HECTOR MARTINEZ DIR. COLLEGE 40.00 X 114077 0 24306 1247205 389476 7 false true false SODEXO INC AFFILIATES DEPT DEPT 880328 LOS ANGELES CA 90088 FACILITIES MGT 892877 RESOURCES COMPUTER SOLUTIONS INC 2058 N MILLS AVE 243 CLAREMONT CA 91711 TECHNOLOGY SERV 449806 DEL AMO CONSTRUCTION INC 23840 MADISON ST TORRANCE CA 90505 CONSTRUCTION 329166 CULINART INC 501 W SOUTH COAST METRO SOUTH COAST METRO CA 92707 FOOD SERVICE 291895 CARTER CONSTRUCTION COMPANY PO BOX 130111 BIG BEAR CA 92315 CONSTRUCTION 152284 10 84095 2939 3072057 124920 3159091 PROGRAM SERVICE REVENUE 19746928 19746928 19746928 428174 428174 150 150 9000 9000 9000 9000 12679596 11889576 790020 790020 790020 63501 84095 71962 -8461 -8461 21984 21984 MISCELLANEOUS 56346 56346 CHANGE IN VALUE SIA 1381 1381 57727 24182629 19746928 1276610 4458835 4458835 677288 79547 421370 176371 7174197 5389540 1087255 697402 524726 384021 81460 59245 1101681 802529 200269 98883 576465 395230 133789 47446 116857 109789 7068 63201 63201 121301 121301 739989 567527 143578 28884 113741 37333 74472 1936 206214 11475 151273 43466 159991 111369 41197 7425 2524345 2011273 504605 8467 155908 2155 70956 82797 98270 35888 50197 12185 927 927 1331300 1331300 259190 74311 184501 378 STUDENT SERVICES 801780 801780 EDUCATIONAL PROGRAM EXP. 519972 519972 OTHER MARKETING 344172 132572 211600 OTHER EXPENSES 158007 877 157130 78319 77966 249 104 22306676 15761628 5061391 1483657 742963 894343 4746201 12692224 2796045 1851045 483228 147263 21482 24425 342261 359272 39387998 19213682 20766730 20174316 23097918 18345899 7950570 7585715 561955 641674 61509353 62716176 746997 860983 2944811 3611212 10380000 10205000 2109533 2342528 16181341 17019723 X 21669518 21417634 6283589 6509963 17374905 17768856 45328012 45696453 61509353 62716176 1875953 -1529939 -121301 143728 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23588380 513703 -466567 436584 581005 27617927 25506001 507846 3583576 400014 609029 28588380 23874364 317986 2165511 352468 499392 25506001 24592936 636170 -601172 320470 433100 23874364 19585865 1958598 3751525 318720 384332 24592936 0.32000 0.63000 0.05000 false false 2290269 2290269 33726649 17007943 16718706 1440720 744270 696450 1930360 1461469 468891 20174316 OTHER SECURITIES 7585715 F 7585715 LIABILITIES RE: SWAP AGREEMENT 2137002 DUE TO AFFILIATED ORGANIZATION 151913 TRUST LIABILITIES - STUDENT CLUBS 53613 2342528 X 18579138 -1529939 -3952251 -5482190 24061328 121301 121301 24182629 18051049 18051049 121301 4134326 4255627 22306676 SCHEDULE D, PAGE 2, PART V, LINE 4 THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIOMATELY 110 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 WEBB SCHOOLS HAVE EVALUATED ITS TAX POSITION AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WOULD 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 DISCLOSURE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. SCHEDULE D, PAGE 4, PART XI, LINE 2D TUITION DISCOUNTS AND REMISSION -3,952,251 SCHEDULE D, PAGE 4, PART XII, LINE 4B FINANCIAL AID TREATED AS ABATEMENT TO REVENUE 3,952,251 TRANSFERS TO AFFILIATES (MUSEUM/REAL ESTATE FUNDS) 4,100 CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT 154,755 UNUSUAL AND INFREQUENT ITEM 23,220 true true true true true true true false false false false false false false false false false true SCHEDULE E, 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 OPERATING MANUALS. true EAST ASIA PROGRAM SERVICES ADMISSION 9394 RUSSIA PROGRAM SERVICES ADMISSION 26435 EUROPE PROGRAM SERVICES ADMISSION 868 EAST ASIA PROGRAM SERVICES FUNDRAISING, ALUMNI 52074 88771 88771 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EAST ASIA 9,394 0 RUSSIA 26,435 0 EUROPE 868 0 EAST ASIA 52,074 0 SCHEDULE F, PAGE 5, PART V ALL AMOUNTS REPRESENT EXPENDITURES; THERE WERE NO INVESTMENTS. AFFILIATES 147596 84095 63501 14130 26325 10529 20978 147596 84095 63501 14130 26325 10529 20978 71962 -8461 true FINANCIAL AID 166 4458835 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL AWARDS ARE FOR FINANCIAL AID OR TUITION REMISSION AT THE WEBB SCHOOLS. X X X true true X X X false false false false false false false false false TAYLOR B STOCKDALE TRUSTEE, PRESIDENT 337500 -901 76000 68324 480923 JANET K PEDDY CFO, ASSIST. SECRTRY 202323 2920 20232 9112 234587 JOE WOODWARD DIR. INST. ADV. 188181 -98 18818 12864 219765 LEO MARSHALL DIR. ADM. & FIN. AID 140040 -3139 14004 34981 185886 PETER BARTLETT DIR. OF STUDNT. LIFE 139983 -4660 11199 53004 199526 THERESA SMITH PHD DIR. OF ACADEMIC AFF 130313 666 7650 38982 177611 SCHEDULE J, PAGE 1, PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, CERTAIN EMPLOYEES ARE REQUIRED TO LIVE ON CAMPUS IN SCHOOL-PROVIDED HOUSING. THE INPUTED VALUE OF RENT, UTILITIES AND MAINTENANCE IS DISCLOSED AS A NON-TAXABLE BENEFIT. AS APPROVED AND ENCOURAGED BY THE BOARD OF TRUSTEES, THE SPOUSE OF THE HEAD OF SCHOOLS OFTEN ACCOMPANIES HIM TO CONFERENCES, FUNDRAISING TRIPS AND ALUMNI EVENTS. ON THESE TRIPS, THE SPOUSE HELPS REPRESENT THE SCHOOL. BY CONTRACT, THE HEAD OF SCHOOLS IS PROVIDED A VEHICLE (LEASE, INSURANCE AND REPAIRS INCLUDED). THE INPUTED VALUE OF PERSONAL USE OF THIS VEHICLE IS TREATED AS TAXABLE INCOME. A CA MUNICIPAL FINANCE AUTHORITY 201563466 2012-03-06 10700000 SEE PART VI false false false A 495000 10700813 271015 8865097 32209 1151642 2016 true false false true A false false false false false false false A false true false false true true UNION BANK 26.000000000000 false false false true false A false SCHEDULE K - ADDITIONAL INFORMATION CA MUNICIPAL FINANCE AUTHORITY DESCRIPTION OF PURPOSE: ACQUISITION, CONSTRUCTION AND RENOVATION OF SCHOOL FACILITIES. X 17 116196 PUBLISHED MARKET VALUE X TECH EQUIP 3 2625 ESTIMATED MARKET VALUE X PROGRAM SUPPLIE 6 6099 ESTIMATED MARKET VALUE false true false FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE WEBB SCHOOLS IS TO PROVIDE AN EXEMPLARY LEARNING COMMUNITY THAT NURTURES AND INSPIRES BOYS AND GIRLS TO BECOME MEN AND WOMEN WHO THINK BOLDLY, MINDFULLY AND CREATIVELY, ACT WITH HONOR AND MORAL COURAGE, LEAD WITH DISTINCTION, AND SERVE WITH A GENEROUS SPIRIT. FORM 990, PAGE 2, PART III, LINE 4D THE WEBB SCHOOLS DISBURSED GRANTS AND OTHER ASSISTANCE TOTALING 4,458,835 BETWEEN 166 RECIPIENTS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE WEBB SCHOOLS CHIEF FINANCIAL OFFICER, AND IS THEN CIRCULATED TO ALL TRUSTEES BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C TRUSTEES AND OFFICERS COMPLETE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS; THESE DOCUMENTS ARE REVIEWED BY THE CHIEF FINANCIAL OFFIER AND ANY EXCEPTIONS ARE REPORTED TO THE HEAD OF SCHOOLS, AUDIT COMMITTEE CHAIR AND CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15A 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. FORM 990, PAGE 6, PART VI, LINE 15B SAME AS ABOVE. FORM 990, PAGE 6, PART VI, 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. RAYMOND M ALF MUSEUM OF PALEONTOLOGY 1175 WEST BASELINE ROAD CLAREMONT CA 91711 953366309 MUSEUM CA 501C3 7 WEBB SCHOOL true WEBB SCHOOLS REAL ESTATE FUND 1175 WEST BASELINE ROAD CLAREMONT CA 91711 201554974 SEE PT VII CA 501C3 11A WEBB SCHOOL true false false false false false false false false false false false true false true true true true true true SCHEDULE R PART II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS LINE 2 COLUMN B: PRIMARY ACTIVITY GIFTS OF REAL ESTATE