RAYMOND M ALF MUSEUM OF PALEONTOLOGY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND M ALF MUSEUM OF PALEONTOLOGY (EIN 95-3366309)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201401349349304735
- Schema version
- 2012v2.3
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T13:07:37-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICENTI LLOYD & STUTZMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 STE 100 | AddressLine1 |
| City | GLENDORA | City |
| State | CA | State |
| ZIP Code | 917404676 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953366309 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND M ALF MUSEUM OF | BusinessNameLine1 |
| Business Name Line2 | PALEONTOLOGY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAYM | NameControl |
| Phone | 9096263587 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 WEST BASELINE ROAD | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET PEDDY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9096263587 | Phone |
| Date Signed | 2014-04-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WADE MCMULLEN CPA | Name |
| Phone | 6268577300 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 WEST BASELINE ROAD | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1060205 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALFMUSEUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PUBLIC MUSEUM | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 103 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 486285 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 680375 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42139 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 118132 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 130819 | InvestmentIncomePriorYear |
| Investment Income Current Year | 200159 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -29790 | OtherRevenuePriorYear |
| Other Revenue Current Year | 872 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 629453 | TotalRevenuePriorYear |
| Total Revenue Current Year | 999538 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 320117 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 346520 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14375 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 224076 | OtherExpensePriorYear |
| Other Expenses Current Year | 263684 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 544193 | TotalExpensesPriorYear |
| Total Expenses Current Year | 610204 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 85260 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 389334 | RevenuesLessExpensesCY |
| Total Assets BOY | 5601903 | TotalAssetsBOY |
| Total Assets EOY | 7312691 | TotalAssetsEOY |
| Total Liabilities BOY | 233223 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 208861 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5368680 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7103830 | NetAssetsOrFundBalancesEOY |
| Mission Description | PUBLIC MUSEUM | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 308100 | Expense |
| Revenue | 27916 | Revenue |
| Description | PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 101382 | Expense |
| Revenue | 89885 | Revenue |
| Description | FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS TO EXPLORE AND DISCOVER FOSSILS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13498 | Expense |
| Description | SPECIAL MUSEUM PROGRAMS AND COMMUNITY OUTREACH EVENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 422980 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET PEDDY CHIEF FINANCIAL | BusinessNameLine1 |
| Business Name Line2 | OFFICER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9096263587 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 W BASELINE | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 917112199 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| TAYLOR B STOCKDALE | |||||||
| EX-OFFICIO T | 5.00 | 40.00 | X | 0 | 246653 | 89869 | |
| DONALD LOFGREN PHD | |||||||
| PRESIDENT, M | 40.00 | X | 116506 | 0 | 59603 | X | |
| R LARRY ASHTON | |||||||
| CHAIRMAN OF | 5.00 | X | 0 | 0 | 0 | X | |
| PAUL REITLER | |||||||
| EX-OFFICIO T | 2.00 | X | 0 | 0 | 0 | ||
| GRETCHEN AGUSTYN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM BALDWIN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD H CLARK | |||||||
| TRUSTEE | 2.00 | 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 | ||
| MR HUGH ROSE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN SCHERER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES STEINMANNMD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARC WILSON | |||||||
| 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 | ||
| JANET K PEDDY | |||||||
| CHIEF FINANC | 5.00 | 40.00 | 0 | 189400 | 30527 | X | |
| KATHY SANDERS | |||||||
| SECRETARY | 40.00 | 38362 | 0 | 19670 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 154868 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 436053 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 199669 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 80800 | FundraisingEvents |
| All Other Contributions | 599575 | AllOtherContributions |
| Noncash Contributions | 56942 | NoncashContributions |
| Total Contributions | 680375 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PECCARY TRIPS | 89885 | 89885 |
| TOUR REVENUES | 27916 | 27916 |
| ACTIVITIES & EVENTS | 331 | 331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 118132 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200159 | TotalRevenueColumn |
| Exclusion | $200,159 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 43050 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80800 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 60667 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -17617 | TotalRevenueColumn |
| Exclusion | -$17,617 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMOUNTS CONTRIBUTED TO THE WE | Description |
| Total Revenue Column | 18489 | TotalRevenueColumn |
| Exclusion | $18,489 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18489 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 999538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 118132 | RelatedOrExemptFunctionIncome |
| Exclusion | $201,031 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212001 | Total |
| Program Services | 148231 | ProgramServices |
| Management And General | 49580 | ManagementAndGeneral |
| Fundraising | 14190 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92993 | Total |
| Program Services | 92993 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3708 | Total |
| Program Services | 3708 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19104 | Total |
| Program Services | 19104 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18714 | Total |
| Program Services | 18714 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5085 | Total |
| Management And General | 5085 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252 | Total |
| Management And General | 252 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8153 | Total |
| Management And General | 8153 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2039 | Total |
| Program Services | 1802 | ProgramServices |
| Management And General | 237 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107845 | Total |
| Management And General | 107845 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| TRIPS AND EXPEDITIONS | 69048 | 69048 |
| RESEARCH | 32334 | 32334 |
| COLLECTIONS, ACCESSIONS, | 14847 | 14847 |
| OUTREACH | 13498 | 13498 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10583 | Total |
| Program Services | 8701 | ProgramServices |
| Management And General | 1697 | ManagementAndGeneral |
| Fundraising | 185 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610204 | Total |
| Program Services | 422980 | ProgramServices |
| Management And General | 172849 | ManagementAndGeneral |
| Fundraising | 14375 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23682 | BOY |
| EOY | 49460 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383536 | BOY |
| EOY | 735791 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95136 | BOY |
| EOY | 136152 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54329 | BOY |
| EOY | 4708 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3253545 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1186126 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2113161 | BOY |
| EOY | 2067419 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895103 | BOY |
| EOY | 3089191 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1036956 | BOY |
| EOY | 1229970 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5601903 | BOY |
| EOY | 7312691 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6335 | BOY |
| EOY | 36310 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67335 | BOY |
| EOY | 19300 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159553 | BOY |
| EOY | 153251 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233223 | BOY |
| EOY | 208861 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2072286 | BOY |
| EOY | 2350703 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 624050 | BOY |
| EOY | 1006766 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2672344 | BOY |
| EOY | 3746361 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5368680 | BOY |
| EOY | 7103830 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5601903 | BOY |
| EOY | 7312691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 389334 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 140599 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | -18800 | ReconcilationInvestExpenses |
| Reconcilation Other Changes | 1224017 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 447245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 384209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 601605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 486285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 680375 | CurrentTaxYear |
| Total | 2599719 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 447245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 384209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 601605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 486285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 680375 | CurrentTaxYear |
| Total | 2599719 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 159693 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2440026 | PublicSupportTotal170 |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58269 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112996 | CurrentTaxYearMinus1Year |
| Current Tax Year | 200159 | CurrentTaxYear |
| Total | 482568 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 43050 | CurrentTaxYear |
| Total | 43050 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3125337 | TotalSupport |
| Gross Receipts From Admissions Etc | 118132 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78070 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2873531 | BeginningOfYearBalance |
| Contributions | 1208091 | Contributions |
| Investment Earnings Or Losses | 320051 | InvestmentEarningsOrLosses |
| Other Expenditures | 142463 | OtherExpenditures |
| End Of Year Balance | 4259210 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3041502 | BeginningOfYearBalance |
| Contributions | 50 | Contributions |
| Investment Earnings Or Losses | -43047 | InvestmentEarningsOrLosses |
| Other Expenditures | 124974 | OtherExpenditures |
| End Of Year Balance | 2873531 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2639629 | BeginningOfYearBalance |
| Contributions | 50 | Contributions |
| Investment Earnings Or Losses | 526797 | InvestmentEarningsOrLosses |
| Other Expenditures | 124974 | OtherExpenditures |
| End Of Year Balance | 3041502 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2495982 | BeginningOfYearBalance |
| Contributions | 30 | Contributions |
| Investment Earnings Or Losses | 281822 | InvestmentEarningsOrLosses |
| Other Expenditures | 138205 | OtherExpenditures |
| End Of Year Balance | 2639629 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3149723 | BeginningOfYearBalance |
| Contributions | 1150 | Contributions |
| Investment Earnings Or Losses | -502792 | InvestmentEarningsOrLosses |
| Other Expenditures | 152099 | OtherExpenditures |
| End Of Year Balance | 2495982 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2960424 | OtherCostOrOtherBasis |
| Depreciation | 982905 | Depreciation |
| Book Value | 1977519 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17696 | OtherCostOrOtherBasis |
| Book Value | 17696 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 275425 | OtherCostOrOtherBasis |
| Depreciation | 203221 | Depreciation |
| Book Value | 72204 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2067419 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CO-MINGLED INVESTMENT POOLS | 518945 | F |
| OFFSHORE DIVERSIFIED FUND OF FUNDS | 489337 | F |
| EMERGING MARKET EQUITY MUTUAL FUND | 134688 | F |
| PRIVATE PARTNERSHIPS | 87000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1229970 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPLIT INTEREST AGREEMENT LIABILITY | Description |
| Amount | $153,251 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 153251 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1121337 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 140599 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 140599 | RevenueNotRptdF990 |
| Revenue Subtotal | 980738 | RevenueSubtotal |
| Investment Expenses Not Included | 18800 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18800 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 999538 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 610204 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 610204 | ExpensesSubtotal |
| Total Expenses Per Form990 | 610204 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS AND RELATION TO EXEMPT PURPOSE | SCHEDULE D, PAGE 2, PART III, LINE 4 | THE MUSEUM HAS A PALEONTOLOGY EXHIBIT TO DISPLAY TO THE PUBLIC. THE MUSEUM WAS ORGANIZED TO MAINTAIN A PUBLIC MUSEUM, TO PROMOTE AND CONDUCT SCIENTIFIC AND EDUCATIONAL EXPEDITIONS, AND TO PROMOTE AN INTEREST IN THE STUDY OF SCIENCE. THE COLLECTIONS IN THE PALEONTOLOGY EXHIBIT FURTHER THE ORGANIZATION'S PURPOSE. |
| INTENDED USES FOR ENDOWMENT FUNDS | 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. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE MUSEUM HAS EVALUATED ITS TAX POSITION 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 PRIAMRY TAX POSITIONS EVALUATED ARE RELATED TO THE MUSEUM'S CONTINUED QUALIFICATION ASA TAX- EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED 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
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PECCARY DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 123850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 80800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43050 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 47841 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2635 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 10191 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 123850 | GrossReceiptsTotal |
| Charitable Contributions Total | 80800 | CharitableContributionsTotal |
| Gross Revenue Total Events | 43050 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 47841 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2635 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 10191 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 60667 | DirectExpenseSummaryEvents |
| Net Income Summary | -17617 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| TAYLOR B STOCKDALE | ||||||||||
| EX-OFFICIO TRUSTEE | 228375 | 18278 | 22838 | 67031 | 336522 | |||||
| DONALD LOFGREN PHD | ||||||||||
| PRESIDENT MUSEUM DI | 116380 | 126 | 11638 | 47965 | 176109 | |||||
| JANET K PEDDY | ||||||||||
| CHIEF FINANCIAL OFFI | 182790 | 6610 | 18279 | 12248 | 219927 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FRINGE OR EXPENSE EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | ReturnReference |
| Explanation | THE MUSEUM DIRECTOR AND THE HEAD OF THE WEBB SCHOOLS ARE REQUIRED TO LIVE ON CAMPUS IN SCHOOL-PROVDED HOUSING. RENT, UTILITIES AND HOME MAINTENANCE ARE PROVIDED AT NO COST TO THE EMPLOYEE. THE MUSEUM OF DIRECTOR IS PROVIDED A MODEST DISCRETIONARY FUND, WITH ALL EXPENDITURES REPRESENTING DIRECT PROGRAM COSTS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | TAYLOR STOCKDALE AND DON LOFGREN | NameOfInterestedPerson |
| Relationship With Organization | BOARD MEMBERS | RelationshipWithOrganization |
| Amount Of Grant | 31255 | AmountOfGrant |
| Purpose Of Assistance | TUITION REMISSION | PurposeOfAssistance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 52677 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PRINTING SVCS | 2 | 2381 | FMV |
| X | DESIGN SERVICES | 1 | 1200 | FMV |
| X | REPAIR SERVICES | 1 | 554 | FMV |
| X | SUPPLIES | 1 | 130 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEES APPROVES A BUDGET ANNUALLY, WHICH INLCUDES THE TOTAL AMOUNT TO BE SPENT ON EMPLOYEE COMPENSATION. WITHIN THOSE PARAMETERS, THE DIRETOR 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | SAME AS ABOVE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | CHANGE IN SPLIT INTEREST AGREEMENT -8,369 MONETIZED LAND GIFTS FROM WEBB REAL ESTATE TRUST 1,232,386 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE WEBB SCHOOLS | ||||||||||
| 1175 W BASELINE ROAD | CLAREMONT | CA | 91711 | 951856591 | PRIVATE SC | CA | 501C3 | 2 | NA | false |
| THE WEBB SCHOOLS REAL ESTATE FUND | ||||||||||
| 1175 W BASELINE ROAD | CLAREMONT | CA | 91711 | 201554974 | GIFTS OF R | CA | 501C3 | 11A | THE WEBB S | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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