2011-05-13T11:46:41-05:00 2010-06-30 VICENTI LLOYD & STUTZMAN LLP 2210 E ROUTE 66 SUITE 100 GLENDORA CA 91740 990 2009-07-01 951856591 THE WEBB SCHOOLS WEBB 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 JANET PEDDY 9094825205 2011-05-12 1 Derrick DeBruyne 6268577300 2009 2016-02-24 21:20:13Z JANET PEDDY 1175 W BASELINE RD CLAREMONT CA 91711 22982827 0 X WWW.WEBB.ORG X 1955 CA PRIVATE SCHOOL 19 18 225 196 0 0 3790061 1591449 15812803 15457704 -2900814 597988 -230666 298174 16471384 17945315 3205734 3295804 0 9206601 9188600 0 1191752 6744136 6756677 19156471 19241081 -2685087 -1295766 52337358 51274226 19221930 18539389 33115428 32734837 The Webb Schools are a college-preparatory, boarding-day school for students of outstanding ability who are enthusiastic about learning. Principles of honor, leadership and service are core components of the curriculum. 0 0 14067504 3295804 15457704 BOARDING AND DAY SCHOOL INSTRUCTION FOR APPROXIMATELY 380 STUDENTS: ACADEMIC, ATHLETICS AND RESIDENTIAL. 14067504 1 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 1 56 0 1 225 1 0 0 0 0 0 1 1 0 0 0 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANET PEDDY 9096263587 1175 W BASELINE RD CLAREMONT CA 91711 ROBERT L ADLER 5.00 X X 0 0 0 LARRY ASHTON 2.00 X 0 0 0 WAYne l hanson 2.00 X 0 0 0 WILfred hsu 2.00 X 0 0 0 CLAIRE h mc cloud 2.00 X 0 0 0 TIMOTHY C MOORE 2.00 X 0 0 0 DAVID c myles 2.00 X 0 0 0 MIckey e novak 2.00 X 0 0 0 PAUL M REITLER 5.00 X X 0 0 0 MILES R ROSEDALE 2.00 X 0 0 0 KAREN M ROSENTHAL 2.00 X X 0 0 0 SUSAN SASAKI 2.00 X 0 0 0 MARY a schuck 2.00 X 0 0 0 RALPH R SHAW 2.00 X 0 0 0 LAURA SKANDERA TROMBLEY 2.00 X 0 0 0 GORDON M STEEL 2.00 X 0 0 0 DANA SU LEE 2.00 X 0 0 0 RALPH D YOUNG III 2.00 X 0 0 0 SUSAN A NELSON 40.00 X 295824 0 214122 JANEt k peddy 40.00 X 187013 0 28196 TAYLOR STOCKDALE 40.00 X 203628 0 61913 JOE L WOODWARD 40.00 X 149131 0 24496 LEO MARSHALL 40.00 X 118144 0 36645 953740 0 365372 5 0 1 0 CARTER CONSTRUCTION PO BOX 164 big bear lake CA 923150164 CONSTRUCTION 144960 1 91160 8095 1492194 245818 1591449 TUITION AND FEES 611600 15010851 15010851 SUMMER PROGRAMS 611600 419520 419520 AFFILIATES DUES AND OT 900099 27333 27333 15457704 389832 389832 525 525 250 38 212 212 212 5167803 4960172 207631 207631 207631 81793 91160 26219 55574 55574 66741 51083 15658 15658 CHANGE IN SPLIT INTERE 900099 183312 183312 MISCELLANEOUS 900099 41688 41688 GAIN ON DISPOSED FIXED 900099 1730 1730 226730 17945315 15700092 0 653774 3295804 3295804 909690 256960 520009 132721 6349522 4902188 928562 518772 442018 328382 64135 49501 966136 762955 126678 76503 521234 371399 111684 38151 25158 24166 992 64139 64139 65752 65752 1140861 939050 158276 43535 129792 14789 114246 757 239951 38007 159257 42687 42657 31993 8531 2133 1110524 630896 476567 3061 177378 22474 65356 89548 74104 19034 50196 4874 1301 1128 168 5 1078874 1060532 12947 5395 213683 213683 bad debt & CHANGE IN SW 612950 612950 STUDENT SERVICES 608449 603749 4700 EDUCATIONAL PROGRAM EXP 563654 563654 MARKETING, ADMISSION & 291322 108590 182732 EXPENDED IN PLANT & VEH 224923 223615 923 385 91205 895 90310 19241081 14067504 3981825 1191752 254504 585772 11866058 3230931 2395073 1903293 127390 183116 5049 85752 67761 194696 273653 30331725 13533911 16928323 16797814 10054988 13675247 3281223 7290341 6669454 6889969 474848 376329 52337358 51274226 1345354 1826507 5460960 3972916 10720000 10670000 1695616 2069966 19221930 18539389 X 16818657 15802831 2909055 3010426 13387716 13921580 33115428 32734837 52337358 51274226 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13337203 5690338 1283438 472689 252425 19585865 16591301 351798 -2825243 361980 418673 13337203 0.30000 0.69000 0.01000 0 0 2290269 2290269 25801202 12525502 13275700 1491014 290267 1200747 749240 718142 31098 16797814 INVESTMENTS-OTHER SECURITIES 7290341 F 7290341 INVESTMENTS-PROGRAM RELATED 6889969 F 6889969 student club funds held in trust 61837 INTEREST RATE SWAP AGREEMENT PAYABLE 1875072 SPLIT INTEREST AGREEMENT PAYABLE 133057 2069966 17945315 19241081 -1295766 915175 915175 -380591 15737281 849424 849424 14887857 3057458 3057458 17945315 15769657 0 15769657 65752 3405672 3471424 19241081 Part V, Line 4: Description of Intended Use of Endowment Funds: THE WEBB SCHOOLS' ENDOWMENT CONSISTS OF APPROXIMATELY NINETY 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. Part XII, Line 4b - Other Adjustments: INSTITUTIONAL SCHOLARSHIPS TUITION DISCOUNT: 2874146. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT: 183312. Part XIII, Line 4b - Other Adjustments: INSTITUTIONAL SCHOLARSHIPS TUITION DISCOUNT: 2874146. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT : 526103. TRANSFER TO WEBB SCHOOL REAL ESTATE FUND: 5423. 1 1 1 The school publicizes its non-discrimination policy in advertisements, on its website, and in other external communications for recruiting and solicitations. the non-discrimination policy is also published in internal operating manuals, like the student and employee handbooks. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 ASIA 0 0 PROGRAM SERVICE ADMISSION RECRUITMENT 14376 RUSSIA 0 0 PROGRAM SERVICE ADMISSION RECRUITMENT 4535 EUROPE 0 0 PROGRAM SERVICE ADMISSION RECRUITMENT 13018 MIDDLE EAST 0 0 PROGRAM SERVICE ADMISSION RECRUITMENT 4134 ASIA 0 0 FUNDRAISING 33768 0 0 69831 AFFILIATES FUNDRAISER 172953 91160 81793 1400 14983 1410 8426 172953 91160 81793 1400 14983 1410 8426 26219 55574 1 Financial Aid & Tuition Remission 164 3295804 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: ALL AWARDS ARE FOR FINANCIAL AID OR TUITION REMISSION FOR TUITION AT THE WEBB SCHOOLS. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 SUSAN A NELSON 295824 0 0 0 0 0 161566 0 52556 0 509946 0 0 0 JANEt k peddy 187013 0 0 0 0 0 17725 0 10471 0 215209 0 0 0 TAYLOR STOCKDALE 203628 0 0 0 0 0 19000 0 42913 0 265541 0 0 0 JOE L WOODWARD 149131 0 0 0 0 0 14250 0 10246 0 173627 0 0 0 LEO MARSHALL 118144 0 0 0 0 0 10000 0 26645 0 154789 0 0 0 Part I, Line 1a THE HEAD OF SCHOOLS WILL FLY FIRST CLASS ON OCCASSION. THE HEAD OF SCHOOLS AND THE ASSISTANT HEAD OF SCHOOLS ARE REQUIRED TO LIVE ON CAMPUS IN SCHOOL PROVIDED HOUSING AS PER THEIR RESPECTIVE EMPLOYMENT AGREEMENTS. THE HEAD OF SCHOOLS IS REIMBURSED FOR HOUSEKEEPING AND YARD MAINTENANCE SERVICES AS AGREED TO IN THE EMPLOYMENT CONTRACT. CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 1309117A2 2007-03-15 10720000 ACQUISITION, CONSTRUCTION, RENOVATION OF SCHOOL FACILITIES & INFASTRUCTURE 0 0 10666440 4921130 657375 5506624 2013 0 0 0 1 0 0 0 0 0 0.00000 0.00000 1 0 1 1 BANK OF NY MELLON 30.000000000000 0 1 1 BAILEY AND CLAIRE STOCKDALE CHILDREN OF ASSISTANT HEAD OF SCHOOLS, TAYLOR B. STOCKDALE 93% TUITION REMISSION FOR TWO CHILDREN VALUED AT $58,480 X 1 40080 Appraisal X 13 101846 published market value X DORM FURNITURE 2 77421 ESTimated replacement VALUE X COMPUTER EQUIPMENT 2 13328 estimated replacement VALUE X CONSTRUCTION 1 4000 eSTimated replacement VALUE X TRUCK RACK 1 679 estimated SERVICE VALUE X MOUNTAIN BIKE 1 1120 ESTimated replacement VALUE X ATHLETIC UNIFORMS 1 315 ESTimated replacement VALUE X CLASSROOM SUPPLIES 1 3794 ESTimated replacement VALUE X FOOTBALL PROGRAM EQUIPMENT 1 1532 ESTimated replacement VALUE X MUSICAL INSTRUMENTS 1 1444 ESTimated replacement VALUE X BOOKS 1 260 ESTimated replacement VALUE 0 1 0 Form 990, Part VI, Section B, line 11 THE FORM 990 WILL BE REVIEWED BY THE DIRECTOR OF FINANCE, PLANNING AND OPERATIONS, WHO THEN EMAIL A DRAFT OF THE RETURN TO THE BOARD FOR COMMENT PRIOR TO FILING THE FORM. Form 990, Part VI, Section B, line 12c THE OFFICERS, DIRECTORS, AND TRUSTEES ALL SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. Form 990, Part VI, Section B, line 15 HUMAN RESOURCES PERFORMS MARKET RESEARCH BASED ON INDUSTRY AND SIZE WHEN DETERMINING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE COMPENSATION AMOUNT FOR THE HEAD OF SCHOOLS. Form 990, Part VI, Section C, line 19 THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. RAYMOND M ALF MUSEUM 1175 W BASELINE ROAD CLAREMONT CA 91711 953366309 PUBLIC MUSEUM CA 501(C)(3) 7 THE WEBB SCHOOLS WEBB SCHOOLS REAL ESTATE FUND 1175 W BASELINE ROAD CLAREMONT CA 91711 201554974 the fund receives and accepts gifts of donated property CA 501(C)(3) 11 THE WEBB SCHOOLS 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 WEBB SCHOOLS REAL ESTATE FUND H 5424