2013-02-13T18:33:00-06:00 2012-06-30 952242818 VICENTI LLOYD & STUTZMAN LLP 2210 E ROUTE 66 SUITE 100 GLENDORA CA 91740 990 2011-07-01 953366309 RAYMOND M ALF MUSEUM RAYM 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 JANET PEDDY 9096263587 2013-02-12 1 DERRICK DEBRUYNE P00591016 6268577300 2011 2016-03-07 17:11:31Z DR DONALD LOFGREN 1175 WEST BASELINE ROAD CLAREMONT CA 91711 775547 0 X WWW.ALFMUSEUM.ORG X 1936 CA PUBLIC MUSEUM 23 21 9 52 0 0 601605 486285 30591 42139 200962 130819 -30949 -29790 802209 629453 0 0 0 0 300922 320117 0 0 15081 159918 224076 460840 544193 341369 85260 5916489 5601903 443588 233223 5472901 5368680 PUBLIC MUSEUM 0 0 307149 17816 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS. 22937 23790 FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS TO EXPLORE AND DISCOVER FOSSILS. 533 SPECIAL MUSEUM AND COMMUNITY OUTREACH EVENTS 330086 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 23 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANET PEDDY CHIEF FINANCIAL OFFICER 9096263587 1175 W BASELINE CLAREMONT CA 917112199 R LARRY ASHTON 5.00 X X 0 0 0 DONALD LOFGREN PHD 40.00 X X 113158 0 64058 PAUL REITLER 2.00 X 0 0 0 GRETCHEN AUGUSTYN 2.00 X 0 0 0 OLIVE W BAGANZ 2.00 X 0 0 0 WILLIAM BALDWIN 2.00 X 0 0 0 RICHARD H CLARK 2.00 X 0 0 0 LJ PATRICK MUFFLER 2.00 X 0 0 0 SHERWOOD KINGSLEY 2.00 X 0 0 0 JOHN LYNAS 10.00 X 0 0 0 RONALD HAGANDER 2.00 X 0 0 0 DOUGLAS MYLES 2.00 X 0 0 0 TAYLOR B STOCKDALE 5.00 X 0 227547 98922 HUGH ROSE 2.00 X 0 0 0 STEPHEN SCHERER 2.00 X 0 0 0 CHARLES STEINMANN 2.00 X 0 0 0 MARC WILSON 2.00 X 0 0 0 JACK GREENING 2.00 X 0 0 0 F GARD JAMESON 2.00 X 0 0 0 CARL LACHMAN 2.00 X 0 0 0 DAVID MIRKIN 2.00 X 0 0 0 GLORIA STEVENS 2.00 X 0 0 0 MICHELLE PLYLEY 2.00 X 0 0 0 JANET K PEDDY 5.00 X 0 212229 30180 KATHY SANDERS 40.00 X 36066 0 18715 149224 439776 211875 1 0 1 0 THINK JACOBSON & ROTH LLC 1110 SOUTH SPAULDING AVENUE LOS ANGELES CA 90019 MUSEUM DESIGN 702138 HARTMAN-BALDWIN INC 100 W FOOTHILL BLVD CLAREMONT CA 91711 CONSTRUCTION 421559 2 81952 404333 110861 486285 PECCARY TRIPS 900099 23790 23790 TOUR REVENUES 900099 17816 17816 ACTIVITIES & EVENTS 900099 533 533 42139 112996 112996 84502 66679 17823 17823 17823 44625 81952 79415 -34790 -34790 AMOUNTS PAID BY THE WE 900099 5000 5000 5000 629453 42139 0 101029 206658 143518 48982 14158 78937 78937 3600 3600 13921 13921 17001 17001 5085 5085 24720 24720 9595 9595 519 519 107845 107845 COLLECTIONS, ACCESSIONS 24340 24340 GENERAL EXPENSES 20213 20213 TRIPS AND EXPEDITIONS 17714 17714 MISCELLANEOUS 8822 5619 2280 923 5223 5223 544193 330086 199026 15081 256783 23682 304009 383536 232702 95136 4466 54329 3191443 1078282 470378 2113161 2092349 1895103 1096031 1036956 1459771 0 5916489 5601903 337369 6335 12325 67335 93894 159553 443588 233223 X 2070419 2072286 688796 624050 2713686 2672344 5472901 5368680 5916489 5601903 X 85260 -189481 X 0 1 1 X 0 X 983096 447245 384209 601605 486285 2902440 983096 447245 384209 601605 486285 2902440 132164 2770276 83770 62103 49041 58269 112996 366179 3268619 0.84750 0.86210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 3041502 50 -43047 124974 2873531 2639629 50 526797 124974 3041502 2495982 30 281822 138205 2639629 3149723 1150 -502792 152099 2495982 0.90400 0.09600 0 1 1 2960425 883460 2076965 231018 194822 36196 2113161 INVESTMENTS- OTHER SECURITIES 1036956 F 1036956 SPLIT INTEREST AGREEMENT LIABILITY 159553 159553 629453 544193 85260 -148089 -41392 -189481 -104221 456644 -148089 -148089 604733 24720 24720 629453 519473 0 519473 24720 24720 544193 PART III, LINE 1A: THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS. THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATIONAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: THE MUSEUM HAS A PALEONTOLOGY EXHIBIT TO DISPLAY TO THE PUBLIC. THE MUSEUM WAS ORGANIZED TO MAINTAIN, CONDUCT A PUBLIC MUSEUM, TO PROMOTE AND CONDUCT PALEONTOLOGICAL AND OTHER SCIENTIFIC OR EDCUATIONAL EXPEDITIONS FOR YOUTH AND ADULTS, AND TO PROMOTE AN INTEREST IN THE STUDY OF SCIENCE. THE COLLECTIONS IN THE PALEONTOLOGY EXHIBIT FURTHER THE ORGANIZATION'S PURPOSE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF APPROXIMATELY TEN 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 ENDOWMENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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-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 ARE REQUIRED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -41,392. PECCARY DINNER 126577 81952 44625 69145 10270 126577 81952 44625 69145 10270 79415 -34790 X X 1 1 X 0 0 0 0 0 0 0 0 0 DONALD LOFGREN PHD 113158 0 0 0 0 0 11466 0 52592 0 177216 0 0 0 TAYLOR B STOCKDALE 0 227547 0 0 0 0 0 22500 0 76422 0 326469 0 0 JANET K PEDDY 0 192229 0 20000 0 0 0 18401 0 11779 0 242409 0 0 PART I, LINE 1A THE MUSEUM PRESIDENT 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. THE MUSEUM PRESIDENT IS PROVIDED A MODEST DISCRETIONARY FUND, WITH ALL EXPENDITURES REPRESENTING DIRECT PROGRAM COSTS. 44070 92% TUITION REMISSION WILLIAM BALDWIN TRUSTEE 421599 GENERAL CONTRACTOR FOR HALL OF LIFE RENOVATION. 0 X 2 105738 FMV X MUSEUM SOUVENIER 408 5123 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THEN PROVIDED TO THE GOVERINING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY, OFFICERS AND KEY EMPLOYEES FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES A BUDGET ANNUALLY, WHICH INCLUDES THE TOTAL AMOUNT TO BE SPENT ON EMPLOYEE COMPENSATION. WITHIN THOSE PARAMETERS, THE DIRECTOR OF THE MUSEUM MAKES A RECOMMENDATION TO THE HEAD OF THE WEBB SCHOOLS, WHO REVIEWS AND SETS INDIVIDUAL SALARIES. THE DIRECTOR OF THE MUSEUM RECEIVES AN EMPLOYMENT CONTRACT. SALARY EQUITY IS REVIEWED PERIODICALLY TO ENSURE THAT COMPENSATION IS EQUITABLE WITH RESPECT TO GENDER, EXPERIENCE AND EDUCATION AND ASSIGNED DUTIES. THE PROCESS IS DONE BY COMPARING SALARIES AMONG LIKE POSITIONS WITHIN THE INSTITUTION AND TO SIMILAR POSITIONS IN OTHER INSTITUTIONS. BENEFIT PACKAGES ARE REVIEWED ANNUALLY AND MANDATED NONDISCRIMINATION TESTING IS DONE AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE GOVERNING BODY. THESE ITEMS ARE AVAILABLE UPON REQUEST TO OTHERS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -148,089. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -41,392. TOTAL TO FORM 990, PART XI, LINE 5: -189,481. THE WEBB SCHOOLS 1175 W BASELINE ROAD CLAREMONT CA 91711 951856591 PRIVATE SCHOOL CA 501(C)(3) LINE 2 N/A 0 THE WEBB SCHOOLS REAL ESTATE FUND 1175 W BASELINE ROAD CLAREMONT CA 91711 201554974 GIFTS OF REAL ESTATE CA 501(C)(3) LINE 11A, I THE WEBB SCHOOLS 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1