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 953366309 RAYMOND M ALF MUSEUM OF PALEONTOLOGY RAYM 9096263587 1175 WEST 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 91711 1178392 false X WWW.ALFMUSEUM.ORG X 1936 CA PUBLIC MUSEUM 24 22 13 69 0 682646 800712 62363 139105 111257 198746 -9511 -13582 846755 1124981 4450 6075 0 362463 380436 0 17060 262578 289841 629491 676352 217264 448629 8102928 8109901 285341 124792 7817587 7985109 PUBLIC MUSEUM false false 330280 31324 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS. 126798 6075 107200 FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS TO EXPLORE AND DISCOVER FOSSILS. 516 2632 SPECIAL MUSEUM PROGRAMS AND COMMUNITY OUTREACH EVENTS. 457594 true true false false false false false true false true true true false false true true true true false false false false false false true false false false true true false false false false true true false false true false false false false true false false false true 2 0 true 13 true false false false false false true true false false false false false false X 24 22 false false false false false false false true true false false true true true true true true true true false X JANET PEDDY CHIEF FINANCIAL OFFICER 9096263587 1175 W BASELINE CLAREMONT CA 917112199 TAYLOR B STOCKDALE EX-OFFICIO T 5.00 40.00 X 0 336599 144324 DONALD LOFGREN PHD PRES., MUSEU 40.00 10.00 X X 124034 0 65348 R LARRY ASHTON BOARD CHAIRM 5.00 2.00 X X 0 0 0 PAUL REITLER EX-OFFICIO T 2.00 5.00 X 0 0 0 GRETCHEN AUGUSTYN TRUSTEE 2.00 X 0 0 0 WILLIAM BALDWIN TRUSTEE 5.00 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 10.00 X 0 0 0 RONALD HAGANDER TRUSTEE 2.00 X 0 0 0 DOUGLAS 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 STEINMANNMD TRUSTEE 2.00 X 0 0 0 DERON MARQUEZ TRUSTEE 2.00 X 0 0 0 JACK GREENING TRUSTEE 2.00 X 0 0 0 F GARD JAMESONPHD TRUSTEE 2.00 X 0 0 0 CARL LACHMAN TRUSTEE 2.00 X 0 0 0 DAVID MIRKINMD TRUSTEE 2.00 X 0 0 0 MICHELLE PLYLEY TRUSTEE 2.00 X 0 0 0 TERRY W BAGANZ TRUSTEE 2.00 X 0 0 0 LANCE WILLIAMS TRUSTEE 2.00 X 0 0 0 TAMMY ZIPSTER TRUSTEE 2.00 X 0 0 0 JANET K PEDDY CFO 5.00 40.00 X 0 205243 29344 KATHY SANDERS SECRETARY 40.00 X 34483 0 16981 158517 541842 255997 1 false true false HARTMAN BALDWIN INC 100 WEST FOOTHILL BLVD CLAREMONT CA 91711 CONSTRUCTION 108101 1 88600 712112 77123 800712 PECCARY TRIPS 107200 107200 TOUR REVENUES 31324 31324 ACTIVITIES & EVENTS 581 581 139105 198746 198746 30700 88600 53411 -22711 -22711 MISCELLANEOUS 4078 4078 AMOUNTS FROM WEBB SCHOOLS 3000 3000 MISCELLANEOUS 2051 2051 9129 1124981 141156 183113 6075 6075 222684 154859 52640 15185 111892 111892 7122 7122 17913 17913 20825 20825 3075 3075 13465 972 12493 1875 1875 5968 5638 330 132625 132625 TRIPS AND EXPEDITIONS 94571 94571 RESEARCH 25180 25180 OTHER EXPENSES 10915 10380 535 COLLECTIONS, ACCESSIONS, 1651 1651 516 516 676352 457594 201698 17060 25706 19335 639029 1229894 273747 541157 97354 10831 3491493 1435479 2170013 2056014 3581660 2940674 1315419 1260083 51913 8102928 8109901 9649 5869 87025 5400 188667 113523 285341 124792 X 2651979 2598699 1204490 1016447 3961118 4369963 7817587 7985109 8102928 8109901 448629 -255620 -20183 -5304 X false true X true false X 601605 486285 680375 682646 800712 3251623 601605 486285 680375 682646 800712 3251623 277744 2973879 58269 112996 200159 111257 198746 681427 43050 38100 30700 111850 4044900 141156 0.73520 0.76380 X PART II, LINE 10 2012 OTHER INCOME 43,050 2013 OTHER INCOME 38,100 2014 OTHER INCOME 30,700 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 4737390 121629 -78688 185066 4595265 4259210 49657 586852 158329 4737390 2873531 1208091 320051 142463 4259210 3041502 50 -43047 124974 2873531 2639629 50 526797 124974 3041502 0.05100 0.82600 0.12300 false true true 3216068 1200572 2015496 275425 234907 40518 2056014 CO-MINGLED INVESTMENT POOLS 519355 F OFFSHORE DIVERSIFIED FUND OF FUNDS 444015 F EMERGING MARKET EQUITY MUTUAL FUND 231074 F PRIVATE PARTNERSHIPS 65639 F 1260083 LIABILITIES RELATED TO PLANNED GIFTS 113523 113523 X 849178 -255620 -255620 1104798 20183 20183 1124981 676352 676352 676352 SCHEDULE D, PAGE 2, PART III, LINE 4 THE MUSEUM WAS 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 MUSEUM'S CONTINUED QUALIFICATION AS A TAX- EXEPT 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 119300 88600 30700 44834 3410 5167 119300 88600 30700 44834 3410 5167 53411 -22711 true TRIP SCHOLARSHIPS 9 6075 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL AWARDS ARE FOR FINANCIAL ASSISTANCE FOR STUDENTS PARTICIPATING IN MUSEUM TRIPS. X X true true X false false false false false false false false false TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 337500 -901 76000 68324 480923 DONALD LOFGREN PHD PRES., MUSEUM DIR. 123469 565 12347 53001 189382 JANET K PEDDY CFO 202323 2920 20232 9112 234587 SCHEDULE J, PART III 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. DON LOFGREN PRESIDENT & DIRECTOR 33645 TUITION REMISSION BILL BALDWIN TRUSTEE 108101 CONSTRUCTION SERVICE false X 10 75853 FMV X PAYROLL DEDUCTI 25 1270 PV false true false 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 -5,304 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 false false true false false false false false false false false false true true true true true false true SCHEDULE R PART II, LINE 2 COLUMN B - PRIMARY ACTIVITY GIFTS OF REAL ESTATE