2026-05-13T14:15:54-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 953366309 THE RAYMOND M ALF MUSEUM OF PALEONTOLOGY RAYM 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 LEANNE SCHWEITZER CFO 9094825205 2026-05-11 1 1 DERRICK DEBRUYNE CPA P00591016 9099857286 2026-05-08 2024 2025-03-06 01:10:19Z X ANDREW A FARKE 1175 WEST BASELINE ROAD CLAREMONT CA 91711 1180094 0 X WWW.ALFMUSEUM.ORG X 1936 CA THE ORGANIZATION IS A PUBLIC PALEONTOLOGY MUSEUM. 28 25 18 25 0 0 810059 622321 271838 97981 207494 416235 -27521 -34611 1261870 1101926 7300 0 0 0 673331 698810 0 0 19975 478980 257417 1159611 956227 102259 145699 10620089 11630394 37396 42991 10582693 11587403 THE RAYMOND M. ALF MUSEUM OF PALEONTOLOGY EXPANDS KNOWLEDGE OF THE HISTORY OF LIFE AND INSPIRES A SENSE OF OUR MOMENT IN TIME THROUGH SCIENTIFIC RESEARCH, EXPLORATION, AND EDUCATIONAL PROGRAMMING. 0 0 747501 0 97981 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS, FIELD RESEARCH, AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS. 747501 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 25 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X LEANNE SCHWEITZER 9094825205 1175 W BASELINE RD CLAREMONT CA 917112199 JANET K PEDDY CFO CFO 8.00 40.25 X X 0 294235 24953 THERESA SMITH PHD EX-OFFICIO TRUSTEE 4.00 40.25 X 0 349958 35416 ANDREW FARKE PHD PRESIDENT; DIR. OF THE MUS 40.00 5.00 X X 121156 0 37987 LARRY ASHTON JR BOARD CHAIRMAN, TRUSTEE 5.00 2.25 X X 0 0 0 TERRY W BAGANZ SECRETARY & TRUSTEE 4.00 0.00 X X 0 0 0 SANJIV DHOLAKIA EX-OFFICIO TRUSTEE 1.00 10.25 X 0 0 0 GRETCHEN AUGUSTYN TRUSTEE 2.00 0.00 X 0 0 0 RICHARD H CLARK TRUSTEE 2.00 0.00 X 0 0 0 PATRICK LJ MUFFLER PHD TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY C CRIPE TRUSTEE 2.00 0.00 X 0 0 0 LEXINGTON HENN TRUSTEE 2.00 0.00 X 0 0 0 RONALD P HAGANDER TRUSTEE 2.00 0.00 X 0 0 0 ELIZABETH SMITH TRUSTEE 2.00 0.00 X 0 0 0 MARY W ROSE MD TRUSTEE 2.00 0.00 X 0 0 0 DANIEL GLUCKSTEIN MD TRUSTEE 2.00 0.00 X 0 0 0 CHARLES STEINMANN MD TRUSTEE 2.00 0.00 X 0 0 0 F GARD JAMESON PH D TRUSTEE 2.00 0.00 X 0 0 0 CARL LACHMAN TRUSTEE 2.00 0.00 X 0 0 0 DAVID MIRKIN MD TRUSTEE 2.00 0.00 X 0 0 0 MICHELLE PLYLEY TRUSTEE 2.00 0.00 X 0 0 0 TAMMY ZIPSER TRUSTEE 2.00 0.00 X 0 0 0 THOMAS YU TRUSTEE 2.00 0.00 X 0 0 0 PAGE W THIBODEAUX TRUSTEE 2.00 0.00 X 0 0 0 JAMES E HALL PH D TRUSTEE 2.00 0.00 X 0 0 0 ANNE EARHART LIFE TRUSTEE 2.00 0.00 X 0 0 0 DICK LYNAS LIFE TRUSTEE 2.00 0.00 X 0 0 0 DOUGLAS MYLES LIFE TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL WOODBURN LIFE TRUSTEE 2.00 0.00 X 0 0 0 121156 644193 98356 1 0 1 0 0 110040 512281 19897 622321 TOUR AND ADMISSION 561500 97781 97781 MISCELLANEOUS PROGRAMS 561500 200 200 97981 333502 333502 92910 10177 82733 82733 82733 33380 110040 67991 -34611 -34611 1101926 97981 0 381624 175666 70266 87833 17567 410418 410418 24668 24668 47980 47980 40078 38647 1431 7834 7834 35645 35645 1172 481 691 6469 2968 3501 3849 3849 2006 2006 5257 3057 2200 97666 89852 6837 977 COLLECTION AND PROGRAM 41654 41654 OUTREACH EXPENSES 30483 30483 RESEARCH EXPENSES 21825 21825 OTHER EXPENSES 3557 3557 956227 747501 188751 19975 493998 53098 601982 753247 220802 360878 8510 24176 7659 23393 3997610 2661192 1286483 1336418 6263383 7041775 1821796 2000927 -84524 36482 10620089 11630394 1728 8034 1875 35668 33082 37396 42991 X 2158817 2264758 8423876 9322645 10582693 11587403 10620089 11630394 X 145699 612813 9315 236883 X X 0 1 X 1 0 X 620382 918565 519389 810059 622321 3490716 620382 918565 519389 810059 622321 3490716 866714 2624002 115867 122397 137391 195111 333502 904268 4394984 792868 0.59700 0.66330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8023079 295000 957537 342198 8933418 7089780 279597 986682 332980 8023079 6611615 121437 668418 311735 7089735 6841253 423663 -370035 283266 6611615 5651496 168207 1284231 262681 6841253 0.03700 0.28700 0.67600 0 1 1 1143524 823730 319794 2473425 1543440 929985 249787 220853 28934 130874 73169 57705 1336418 HEDGE FUNDS 400077 F PRIVATE EQUITY 940305 F PRIVATE CREDIT 300098 F MUTUAL FUND 360447 F 2000927 ACCRUED LIABILITES 30501 LEASE LIABILITY 2581 33082 X PART III, LINE 4: THE MUSEUM IS 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. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF APPROXIMATELY TWENTY-ONE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES (QUASI-ENDOWMENT) TO FUNCTION AS ENDOWMENT. PART X, LINE 2: 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 MUSEUMS 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 DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. PECCARY DINNER 143420 110040 33380 10204 39833 5690 12264 143420 110040 33380 10204 39833 5690 12264 67991 -34611 1 X X X X X 0 0 0 0 0 0 0 0 0 THERESA SMITH PHD EX-OFFICIO TRUSTEE 0 349958 0 0 0 0 0 34000 0 1416 0 385374 0 0 JANET K PEDDY CFO CFO 0 294235 0 0 0 0 0 14553 0 10400 0 319188 0 0 ANDREW FARKE PHD PRESIDENT; DIR. OF THE MUS 121156 0 0 0 0 0 13366 0 24621 0 159143 0 0 0 PART I, LINE 3 STAFF COMPILE DATA FOR ALL OFFICER (HEAD, CFO, ETC) AND KEY EMPLOYEE POSITIONS FROM A VARIETY OF SOURCES, INCLUDING SALARY DATA FROM NAIS, CAIS, CAL-ISBOA AND ADP. MARKET INFORMATION IS COMPILED REGULARLY. 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 PACKAGES FOR OTHER KEY EMPLOYEES. THE HEAD OF SCHOOLS APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES. X 5 19897 FMV 0 1 1 PART I, LINE 32B: REAL ESTATE BROKERS AND AUCTION HOUSES ARE SOMETIMES USED DEPENDING ON THE NATURE OF THE GIFT. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTING OF THE CHAIR OF THE BOARD, THE PRESIDENT, AND SUCH ADDITIONAL MEMBERS OF THE BOARD OF TRUSTEES AS MAY BE APPOINTED BY THE BOARD. EXCEPT AS HEREINAFTER PROVIDED, AND SUBJECT TO SUCH LIMITATIONS AS MAY BE REQUIRED BY STATUTE, WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION AND THE CHAIR OF THE BOARD OR THE CORPORATE MEMBER DETERMINES THAT IMMEDIATE ACTION IS NECESSARY, THE EXECUTIVE COMMITTEE, UPON UNANIMOUS VOTE OF A QUORUM OF THE MEMBERS OF THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF TRUSTEES. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT, UNDER ANY CIRCUMSTANCES, HAVE THE POWER TO ADOPT, AMEND, OR REPEAL BYLAWS; TO DISPOSE OF THE REAL PROPERTY OF THE MUSEUM, OR ANY OF ITS ORIGINAL FOSSIL COLLECTIONS; TO REMOVE OR TO ACCEPT THE RESIGNATION OF THE PRESIDENT; OR TO APPOINT OR ELECT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 THE WEBB SCHOOLS IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE WEBB SCHOOLS APPOINT THE TRUSTEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE NO DECISIONS RESERVED FOR THE WEBB SCHOOLS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT RECORD MINUTES FOR INDIVIDUAL MEETINGS. INSTEAD, THEY PRESENT THEIR REPORTS AT THE FULL BOARD MEETING, WHERE MINUTES ARE OFFICIALLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THEN DISTRIBUTED TO THE GOVERNING 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. FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD. 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, 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. (NO NEED IN 2025 DUE TO NO SIGNIFICANT LEADERSHIP CHANGES). 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. FORM 990, PART XI, LINE 9: GIFTS RECEIVED AND APPLIED 236,883. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE AUDIT COMMITTEE'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. THE WEBB SCHOOLS 1175 WEST BASELINE ROAD CLAREMONT CA 91711 951856591 SCHOOL CA 501(C) LINE 2 N/A 0 WEBB SCHOOLS REAL ESTATE FUND 1175 WEST BASELINE ROAD CLAREMONT CA 91711 201554974 GIFT OF REAL ESTATE CA 501(C) LINE 12A, I THE WEBB SCHOOLS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1