2026-05-11T13:53:11-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 951856591 THE WEBB SCHOOLS WEBB 9096263587 1175 W BASELINE ROAD CLAREMONT CA 91711 LEANNE SCHWEITZER CFO 9094825205 2026-05-08 1 1 DERRICK DEBRUYNE CPA P00591016 9099857286 2026-05-06 2024 2025-03-06 01:10:19Z THERESA SMITH PHD 1175 W BASELINE ROAD CLAREMONT CA 91711 40290462 0 X WWW.WEBB.ORG X 1955 CA A PRIVATE SCHOOL. 19 17 253 106 0 0 4707548 6593748 28537699 30013122 2112527 3558707 51856 33301 35409630 40198878 6846692 6646298 0 0 15902395 17042984 52337 0 2607742 11481696 12930479 34283120 36619761 1126510 3579117 120856021 129869287 18048117 18537577 102807904 111331710 WEBB'S MISSION IS TO PROVIDE A DYNAMIC LEARNING COMMUNITY THAT NURTURES AND INSPIRES OUR STUDENTS AND ALUMNI TO THINK BOLDLY, MINDFULLY, AND CREATIVELY; ACT WITH HONOR AND MORAL COURAGE; LEAD WITH DISTINCTION; AND SERVE WITH A GENEROUS SPIRIT. 0 0 26369856 6646298 30016262 BOARDING AND DAY SCHOOL INSTRUCTION FOR APPROXIMATELY 403 STUDENTS. 26369856 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 64 0 1 253 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LEANNE SCHWEITZER 9094825205 1175 W BASELINE RD CLAREMONT CA 91711 THERESA SMITH PHD EX-OFF TTE, HEAD OF SCH, P 40.25 4.00 X X 349958 0 35416 JANET K PEDDY CFO, ASST SECRETARY (THRU 7/2024) 40.25 8.00 X X 294235 0 24953 SANJIV DHOLAKIA TRUSTEE, CHAIRMAN 10.25 1.00 X X 0 0 0 WENDY HORNBUCKLE TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL CHANG TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 DEVAL DVIVDEDI TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 JENNA GAMBARO JD TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 WILLIAM HORNBUCKLE TRUSTEE 2.00 0.00 X 0 0 0 JENNIFER ISHIGURO TRUSTEE 2.00 0.00 X 0 0 0 NAVEEN JEEREDDI TRUSTEE 2.00 0.00 X 0 0 0 TAMMIE BRAILSFORD TRUSTEE 2.00 0.00 X 0 0 0 KATHY CHEN LIU TRUSTEE 2.00 0.00 X 0 0 0 RAHMI MOWJOOD DO TRUSTEE, VP, SECRETARY 3.00 0.00 X 0 0 0 JESSICA GUPTA TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 MILES R ROSEDALE TRUSTEE 2.00 0.00 X 0 0 0 WENDIN SMITH PHD TRUSTEE & COMMITTEE CHAIR 3.00 0.00 X 0 0 0 DAKOTA SANTANA-GRACE TRUSTEE 2.00 0.00 X 0 0 0 LANCE WILLIAMS TRUSTEE & COMMITTEE CHAIR 2.00 0.00 X 0 0 0 LARRY ASHTON TRUSTEE, MUSEUM BOARD CHAIR 2.00 5.25 X 0 0 0 ANDREW PAN TRUSTEE 2.00 0.00 X 0 0 0 JORDAN TAYLOR TRUSTEE 2.00 0.00 X 0 0 0 SANDRA LEE REBISH TRUSTEE 2.00 0.00 X 0 0 0 LEANNE SCHWEITZER CFO (START 9/2024) 40.00 0.00 X 93199 0 0 JAMILA EVERETT PHD DIR OF ADMISSION AND FINAN 40.00 0.00 X 247689 0 30217 ROBERT FASS CHIEF ADVANCEMENT OFFICER 40.00 0.25 X 216995 0 45923 MICHAEL HOE ASSISTANT HEAD OF SCHOOLS 40.00 0.00 X 200304 0 31430 TAYLOR B STOCKDALE HEAD EMERITUS 40.00 0.00 X 351728 0 54024 HECTOR MARTINEZ DEAN OF COLLEGE GUIDANCE 40.00 0.00 X 169536 0 41322 SUSAN CARPENTER DIRECTOR OF STRATEGIC COMMUNICATION 40.00 0.00 X 176381 0 24742 CAROLINA PANGILINAN CONTROLLER 40.00 0.00 X 150454 0 33536 MICHELLE VEGA DIRECTOR OF HUMAN RESOURCE 40.00 0.00 X 144635 0 16748 2395114 0 338311 26 0 1 0 CULINART GROUP PO BOX 50196 LOS ANGELES CA 90074 DINING SERVICES 1506589 DRIVER SPG 468 ROSEMEAD BLVD PASADENA CA 91107 GENERAL CONSTRUCTION 1158300 DEL AMO CONSTRUCTION 23840 MADISON ST TORRANCE CA 90505 GENERAL CONSTRUCTION 820005 PAGE & TURNBULL INC 170 MAIDEN LANE 5TH FLOOR SAN FRANCISCO CA 94108 ARCHITECTURAL RENDERINGS 213300 SEAROCK STAFFORD CM INC 101 E GREEN ST SUITE 13 PASADENA CA 91105 CONSTRUCTION MANAGEMENT 175748 10 6593748 3037980 6593748 TUITION AND FEES 611710 30013122 30013122 30013122 2805918 2805918 6600 198 6402 6402 6402 699635 70526 4869 12503 694766 58023 752789 752789 68392 74014 -5622 -5622 MISCELLANEOUS 611710 32521 3140 29381 32521 40198878 30016262 0 3588868 6646298 6646298 1636950 335722 1261125 40103 11276747 8063494 1779564 1433689 758851 573768 82941 102142 2474899 1561364 750343 163192 895537 616931 182054 96552 456787 132268 324519 101973 98323 3650 179444 179444 970621 754419 216134 68 455007 425283 29724 217516 32870 158226 26420 1217547 726740 414591 76216 2405296 1622306 765356 17634 593329 269663 196214 127452 242487 140285 90205 11997 1743423 1693800 31212 18411 830462 662281 135657 32524 OTHER STUDENT PROGRAMS 871767 871767 INSTRUCTIONAL MATERIALS 842439 842439 STUDENT SUPPORT SERVICE 822153 822153 FUNDRAISING EXPENSES 424621 424621 555607 1288 550972 3347 36619761 26369856 7642163 2607742 3810545 2522257 12840908 15444781 3618194 3396199 899753 651816 47279 63699 636060 374139 70155155 34137002 34725159 36018153 48174797 53950077 13234486 14450629 2868840 2997537 120856021 129869287 1405774 2418859 4041096 3367395 12318238 12115683 283009 635640 18048117 18537577 X 48119666 49718206 54688238 61613504 102807904 111331710 120856021 129869287 X 3579117 4692115 252574 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58045231 4625206 6668432 1185543 882404 67270922 52069479 1215554 6641904 1024287 857419 58045231 48933094 786326 4324218 868109 1106050 52069479 43910978 10132059 -3615184 693282 801477 48933094 37074644 456679 7994678 609241 1005782 43910978 0.20000 0.62000 0.18000 0 0 5913447 5913447 56933385 30024147 26909238 3965985 2827468 1138517 3342338 1285387 2056951 36018153 PRIVATE PARTNERSHIP 6790853 F HEDGE FUNDS 2889340 F PRIVATE CREDIT 2167297 F MUTUAL FUND 2603139 F 14450629 TRUST LIABILITIES - STUDENT CLUBS 24847 LIABILITIES RE: SPLIT INTEREST AGREEMENT 210288 LEASE LIABILITY 400505 635640 X PART V, LINE 4: THE SCHOOLS' ENDOWMENT CONSISTS OF APPROXIMATELY 176 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTESS TO FUNCTION AS ENDOWMENT (QUASI-ENDOWMENT). PART X, LINE 2: THE SCHOOLS HAVE EVALUATED TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT OF TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE SCHOOLS 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. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NON-DISCRIMINATION POLICY IN ADVERTISEMENTS, ON ITS WEBSITE, AND IN OTHER EXTERNAL COMMUNICATIONS FOR RECRUITING, HIRING, AND SOLICITATIONS. THE NON-DISCRIMINATION POLICY IS ALSO PUBLISHED IN INTERNAL HANDBOOKS AND OPERATING MANUALS. SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATIONAL TRIP - FOR STUDENTS 101257 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATIONAL TRIP - FOR STUDENTS 49323 0 0 0 0 0 0 150580 0 150580 0 0 0 0 0 0 X X X X X X 1 GIVECAMPUS INC PO BOX 7411392 CHICAGO IL 606741392 EMAIL SOLICITATIONS/FUNDRAISING 1 821700 64708 756992 821700 64708 756992 1 FINANCIAL AID 256 6646298 0 FMV FINANCIAL AID, TUITION AND FEES REMISSION, TECHNOLOGY GRANTS AND TRIP SCHOLARSHIPS PART I, LINE 2: ALL AWARDS ARE FOR FINANCIAL AID OR TUITION REMISSION AT THE WEBB SCHOOLS. 1 X X X X X 0 0 0 0 0 0 0 0 0 TAYLOR B STOCKDALE HEAD EMERITUS 351728 0 0 0 0 0 34500 0 19524 0 405752 0 0 0 THERESA SMITH PHD EX-OFF TTE, HEAD OF SCH, P 349958 0 0 0 0 0 34000 0 1416 0 385374 0 0 0 JANET K PEDDY CFO, ASST SECRETARY (THRU 7/2024) 294235 0 0 0 0 0 14553 0 10400 0 319188 0 0 0 JAMILA EVERETT PHD DIR OF ADMISSION AND FINAN 247689 0 0 0 0 0 19866 0 10351 0 277906 0 0 0 ROBERT FASS CHIEF ADVANCEMENT OFFICER 216995 0 0 0 0 0 21957 0 23966 0 262918 0 0 0 MICHAEL HOE ASSISTANT HEAD OF SCHOOLS 200304 0 0 0 0 0 16400 0 15030 0 231734 0 0 0 HECTOR MARTINEZ DEAN OF COLLEGE GUIDANCE 169536 0 0 0 0 0 17013 0 24309 0 210858 0 0 0 SUSAN CARPENTER DIRECTOR OF STRATEGIC COMMUNICATION 176381 0 0 0 0 0 10815 0 13927 0 201123 0 0 0 CAROLINA PANGILINAN CONTROLLER 150454 0 0 0 0 0 15036 0 18500 0 183990 0 0 0 MICHELLE VEGA DIRECTOR OF HUMAN RESOURCE 144635 0 0 0 0 0 8825 0 7923 0 161383 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT 352273601 2022-03-01 12967500 ACQUISITION , CONSTRUCTION, RENOVATION OF SCHOOL FACILITIES 0 0 0 A 616056 12967500 246853 4004147 8716500 2025 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 1 CITY NATIONAL BANK 360.000000000000 0 0 0 0 1 A 1 X 4 3037980 MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, THE EXECUTIVE COMMITTEE, SUBJECT TO SUCH LIMITATIONS AS ARE SPECIFIED BELOW OR AS MAY OTHERWISE BE REQUIRED BY STATUTE, SHALL HAVE AND EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION EXCEPT THE POWER TO (I) ADOPT NEW BYLAWS, (II) AMEND OR REPEAL THESE BYLAWS, (III) APPOINT OR ELECT NEW BOARD MEMBERS, OR (IV) APPOINT OR ELECT MEMBERS OF ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM AND WENDY HORNBUCKLE ARE TRUSTEES OF THE BOARD AND ARE MARRIED. WILLIAM AND WENDY HORNBUCKLE SHARE ONE VOTE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS THESE DOCUMENTS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND EXCEPTIONS ARE REPORTED TO THE HEAD OF SCHOOLS, AUDIT COMMITTEE CHAIR AND CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 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, COMPENSATION FOR THE HEAD OF SCHOOLS, AND REVIEWS COMPENSATION PACKAGES FOR OTHER KEY EMPLOYEES. THE HEAD OF SCHOOLS APPROVES COMPENSATION FOR ALL OTHER EMPLOYEES SAME AS ABOVE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST, WHISTLE-BLOWER AND DOCUMENT RETENTION POLICES, AND FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE GOVERNING BODY. THESE ITEMS ARE AVAILABLE TO OTHERS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 75,927. CHANGE IN VALUE OF SWAP AGREEMENT LIABILITY -56,221. GIFTS RECEIVED AND APPLIED 232,868. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. RAYMOND M ALF MUSEUM OF PALEONTOLOGY 1175 WEST BASELINE ROAD CLAREMONT CA 91711 953366309 MUSEUM CA 501(C)(3) LINE 7 THE WEBB SCHOOLS 1 WEBB SCHOOLS REAL ESTATE FUND 1175 WEST BASELINE ROAD CLAREMONT CA 91711 201554974 REAL ESTATE FUND CA 501(C)(3) LINE 12A, I THE WEBB SCHOOLS 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 RAYMOND M ALF MUSEUM OF PALEONTOLOGY O 704562 FMV WEBB SCHOOLS REAL ESTATE FUND O 967478 FMV RAYMOND M ALF MUSEUM OF PALEONTOLOGY Q 822916 FMV RAYMOND M ALF MUSEUM OF PALEONTOLOGY R 10018119 FMV WEBB SCHOOLS REAL ESTATE FUND S 232867 FMV