2025-05-15T17:56:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 953366309 RAYMOND M ALF MUSEUM OF PALEONTOLOGY RAYM 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 THERESA SMITH PHD EX-OFFICIO TRUSTEE 9096263587 2025-05-15 1 1 DERRICK DEBRUYNE CPA P00591016 6268577300 2025-05-15 2023 2025-03-06 01:10:19Z ANDREW A FARKE 1175 WEST BASELINE ROAD CLAREMONT CA 91711 1611763 0 X WWW.ALFMUSEUM.ORG X 1936 CA THE ORGANIZATION IS A PUBLIC PALEONTOLOGY MUSEUM. 24 21 13 36 0 0 519389 810059 136608 271838 199459 207494 -44099 -27521 811357 1261870 21850 7300 0 0 679233 673331 0 0 27995 295196 478980 996279 1159611 -184922 102259 9858503 10620089 200665 37396 9657838 10582693 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 934871 7300 271838 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS, FIELD RESEARCH, AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS. 934871 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 21 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 TAYLOR B STOCKDALE FORMER EX-OFFICIO TRUSTEE 4.00 40.25 X 0 814243 52671 JANET K PEDDY CFO CFO 8.00 40.25 X X 0 267263 43975 THERESA SMITH PHD EX-OFFICIO TRUSTEE 4.00 40.25 X 0 293745 31977 ANDREW FARKE PHD PRESIDENT; DIR. OF THE MUS 40.00 5.00 X X 116919 0 36520 KATHY SANDERS END 0823 FORMER BOARD SECRETARY 13.00 X 22034 0 1637 LARRY ASHTON JR BOARD CHAIRMAN, TRUSTEE 5.00 2.25 X X 0 0 0 TERRY W BAGANZ SECRETARY & TRUSTEE 4.00 X X 0 0 0 SANJIV DHOLAKIA EX-OFFICIO TRUSTEE 1.00 10.25 X 0 0 0 GRETCHEN AUGUSTYN TRUSTEE 2.00 X 0 0 0 RICHARD H CLARK TRUSTEE 2.00 X 0 0 0 PATRICK LJ MUFFLER PHD TRUSTEE 2.00 X 0 0 0 JEFFREY C CRIPE TRUSTEE 2.00 X 0 0 0 LEXINGTON HENN TRUSTEE 2.00 X 0 0 0 RONALD P HAGANDER TRUSTEE 2.00 X 0 0 0 ELIZABETH SMITH 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 STEINMANN MD TRUSTEE 2.00 X 0 0 0 F GARD JAMESON PH D TRUSTEE 2.00 X 0 0 0 CARL LACHMAN TRUSTEE 2.00 X 0 0 0 DAVID MIRKIN MD TRUSTEE 2.00 X 0 0 0 MICHELLE PLYLEY TRUSTEE 2.00 X 0 0 0 TAMMY ZIPSER TRUSTEE 2.00 X 0 0 0 THOMAS YU TRUSTEE 2.00 X 0 0 0 PAGE W THIBODEAUX TRUSTEE 2.00 X 0 0 0 JAMES E HALL PH D TRUSTEE 2.00 X 0 0 0 138953 1375251 166780 1 1 1 0 0 123640 686419 287632 810059 PECCARY SOCIETY EXPED. 561500 163250 163250 TOUR AND ADMISSION 561500 86288 86288 PECCARY TRIPS 561500 22100 22100 MISCELLANEOUS PROGRAMS 561500 200 200 271838 195111 195111 296830 284447 12383 12383 12383 37925 123640 65446 -27521 -27521 1261870 271838 0 179973 7300 7300 170403 85466 59456 25481 400787 354877 45910 22452 22452 40960 29488 11472 38729 19425 17800 1504 4825 4825 34240 34240 10987 10313 674 11134 1719 9415 4592 4592 427 427 4649 3267 1382 101019 92938 7071 1010 RESEARCH EXPENSES 196535 196535 OUTREACH EXPENSES 74636 74636 COLLECTIONS AND PROGRAM 31436 31436 OTHER EXPENSES 4500 4500 1159611 934871 196745 27995 354412 493998 471477 601982 293708 220802 2600 8510 167262 7659 3843356 2563528 1380848 1279828 5085301 6263383 2014820 1821796 88075 -77869 9858503 10620089 3480 1728 163250 0 33935 35668 200665 37396 X 2157524 2158817 7500314 8423876 9657838 10582693 9858503 10620089 X 102259 817096 5500 X X 0 1 X 1 0 X 680463 620382 918565 519389 810059 3548858 680463 620382 918565 519389 810059 3548858 723337 2825521 140440 115867 122397 137391 195111 711206 4260064 759332 0.66330 0.68590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 7089780 279597 986682 332980 8023079 6611615 121437 668418 311735 7089735 6841253 423663 -370035 283266 6611615 5651496 168207 1284231 262681 6841253 5434960 277294 189216 249974 5651496 0.03800 0.71600 0.24600 0 1 1 1046975 791134 255841 2473425 1487078 986347 249787 212147 37640 73169 73169 0 1279828 HEDGE FUNDS 359209 F PRIVATE EQUITY 810859 F PRIVATE CREDIT 323416 F MUTUAL FUND 328312 F 1821796 ACCRUED LIABILITES 31087 RIGHT OF USE 4581 35668 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATIONAL TRIP - FOR STUDENTS 167497 0 0 0 0 0 0 167497 0 167497 0 0 0 0 0 0 PECCARY DINNER 161565 123640 37925 7185 43881 2500 11880 161565 123640 37925 7185 43881 2500 11880 65446 -27521 1 TRIP FEE SCHOLARSHIPS 6 7300 FMV PART I, LINE 2: ALL AWARDS ARE FOR FINANCIAL ASSISTANCE FOR STUDENTS PARTICIPATING IN MUSEUM TRIPS. THE GRANTS ARE AWARDED BASED ON FAMILY REQUEST, OR KNOWN NEED. FINANCIAL AID INFORMATION IS GIVEN BY THE ADMISSION OFFICE TO DETERMINE THE FINANCIAL AID PERCENTAGE TO GENERAL TUITION. PART III, COLUMN (B): SPECIFIC IDENTIFICATION BASED ON A LIST OF PARTICIPANTS. 1 X X X 0 1 0 1 0 0 0 0 0 TAYLOR B STOCKDALE FORMER EX-OFFICIO TRUSTEE 0 440208 0 0 0 374035 0 33000 0 19671 0 866914 0 0 JANET K PEDDY CFO CFO 0 262905 0 0 0 4358 0 26291 0 17684 0 311238 0 0 THERESA SMITH PHD EX-OFFICIO TRUSTEE 0 293745 0 0 0 0 0 29500 0 2477 0 325722 0 0 ANDREW FARKE PHD PRESIDENT; DIR. OF THE MUS 116919 0 0 0 0 0 12792 0 23728 0 153439 0 0 0 KATHY SANDERS END 0823 FORMER BOARD SECRETARY 22034 0 0 0 0 0 1637 0 0 0 23671 0 0 0 PART I, LINE 3 STAFF COMPILE SALARY AND FRINGE BENEFITS DATA FROM A VARIETY OF SOURCES. MARKET INFORMATION IS COMPILED REGULARLY. THE ADMINISTRATION CONDUCTS 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. THE HEAD OF SCHOOLS APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES. PART I, LINE 4B NAME: TAYLOR STOCKDALE, DESCRIPTION: 2 457(F) PLANS - DISTRIBUTIONS, CURRENT YEAR AMOUNT: $375,000. PLAN DESCRIPTION: THE WEBB SCHOOLS FUND TWO 457(F) PLANS. AS DEFINED BY THE EMPLOYMENT CONTRACT, EACH PLAN HAS SPECIFIC CONTRIBUTION AND PAYMENT SCHEDULES, BASED ON CERTAIN EMPLOYMENT CRITERIA, LIKE LENGTH OF EMPLOYMENT OR MEETING PRE-DEFINED GOALS. FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2023, TWO DISTRIBUTIONS WERE MADE FOR ONE PARTICIPANT IN THE AMOUNTS OF $125,000 AND $250,000. PART I, LINE 5 THE 457(F) II PLAN DEFERRED COMPENSATION FOR TAYLOR STOCKDALE WAS PAYABLE IF HE ACHIEVED PRE-DEFINED FUNDRAISING GOALS. X 7 287632 FMV 0 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. 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: AFFILIATES GIFTS 5,500. 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 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1