2024-05-09T19:05:28-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 953366309 RAYMOND M ALF MUSEUM OF PALEONTOLOGY RAYM 9096263587 1175 WEST BASELINE ROAD CLAREMONT CA 91711 JANET K PEDDY CFO 9096263587 2024-05-09 1 JANET PEDDY 999009999 0 DERRICK DEBRUYNE CPA P00591016 6268577300 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW PARKE 1175 WEST BASELINE ROAD CLAREMONT CA 91711 1302950 0 X WWW.ALFMUSEUM.ORG X 1936 CA THE ORGANIZATION IS A PUBLIC PALEONTOLOGY MUSEUM. 23 21 13 32 0 0 1094565 519389 67721 136608 252239 199459 -15434 -44099 1399091 811357 8100 21850 0 0 662490 679233 0 0 26213 277863 295196 948453 996279 450638 -184922 9529777 9858503 191891 200665 9337886 9657838 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 773588 21850 136608 PALEONTOLOGY MUSEUM PROVIDING INSTRUCTION AND DISPLAYING SCIENTIFIC EXHIBITS, FIELD RESEARCH AND DISCOVERY EXPEDITIONS FOR STUDENTS AND COMMUNITY MEMBERS. 773588 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 21 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JANET PEDDY CFO 9096263587 1175 W BASELINE CLAREMONT CA 917112199 TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 4.00 40.00 X 0 547960 201754 ANDREW FARKE PHD PRESIDENT; DIR. OF THE MUS 40.00 5.00 X X 112946 0 86378 LARRY ASHTON JR BOARD CHAIRMAN 5.00 2.50 X X 0 0 0 SANJAY DHOLAKIA EX-OFFICIO TRUSTEE 1.00 10.00 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 LJ PATRICK MUFFLER PHD TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY C CRIPE TRUSTEE 2.00 0.00 X 0 0 0 LEXINGTON HEM 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 PHD 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 TERRY W BAGANZ START 0323 SECRETARY 2.00 0.00 X 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 PHD TRUSTEE 2.00 0.00 X 0 0 0 JANET K PEDDY CFO CFO 8.00 40.00 X 0 281977 39708 KATHY SANDERS END 0323 BOARD SECRETARY 40.00 0.00 X 55769 0 19765 DONALD LOFGREN PHD DIRECTOR EMERITUS 40.00 0.00 X 118131 25000 58038 286846 854937 405643 2 0 1 0 0 133803 385586 41696 519389 MISCELLANEOUS PROGRAM 561500 79208 79208 PECCARY TRIPS 561500 57400 57400 136608 137391 137391 470712 408644 62068 62068 62068 38850 133803 82949 -44099 -44099 811357 136608 0 155360 21850 21850 257604 83193 148796 25615 344069 344069 19904 19904 33721 33721 23935 23935 4133 4133 31688 31688 985 985 6177 6177 4495 4333 135 27 3858 3858 8684 8684 4738 3451 1287 108616 104706 3258 652 COLLECTIONS AND PROGRAM 50926 50926 RESEARCH EXPENSES 42389 42389 OUTREACH EXPENSES 28569 28569 OTHER EXPENSES -62 19 -81 996279 773588 196478 26213 23347 354412 1032963 471477 392237 293708 0 2600 23380 167262 3843356 2462508 1489464 1380848 4769218 5085301 1799168 2014820 0 88075 9529777 9858503 0 3480 7100 163250 184791 33935 191891 200665 X 2219569 2157524 7118317 7500314 9337886 9657838 9529777 9858503 X -184922 500874 4000 X X 0 1 X 1 0 X 665591 680463 620382 918565 519389 3404390 665591 680463 620382 918565 519389 3404390 631187 2773203 122567 140440 115867 122397 137391 638662 4043052 607677 0.68590 0.68490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6611615 121437 668418 311735 7089735 6841253 423663 -370035 283266 6611615 5651496 168207 1284231 262681 6841253 5434960 277294 189216 249974 5651496 5112623 212394 344996 235053 5434960 0.04000 0.77000 0.19000 0 1 1 1046975 756318 290657 2473425 1430715 1042710 249787 202306 47481 73169 73169 0 1380848 HEDGE FUNDS 306905 F PRIVATE EQUITY 662916 F US EQUITY 322752 F PRIVATE CREDIT 257801 F NON US EQUITY 464446 F 2014820 ACCRUED LIABILITES 27411 RIGHT OF USE 6524 33935 X 1280542 500874 500874 779668 31689 31689 811357 964590 0 964590 31689 31689 996279 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 172653 133803 38850 13128 55134 2850 11835 172653 133803 38850 13128 55134 2850 11835 82947 -44097 1 TRIP SCHOLARSHIPS 22 21850 FMV PART I, LINE 2: ALL AWARDS ARE FOR FINANCIAL ASSISTANCE FOR STUDENTS PARTICIPATING IN MUSEUM TRIPS. X X 1 1 X X 0 1 0 0 0 0 0 0 0 TAYLOR B STOCKDALE EX-OFFICIO TRUSTEE 0 547960 0 0 0 0 0 130500 0 71254 0 749714 0 0 JANET K PEDDY CFO CFO 0 256977 0 25000 0 0 0 25279 0 14429 0 321685 0 0 DONALD LOFGREN PHD DIRECTOR EMERITUS 118131 25000 0 0 0 0 13936 0 44102 0 176169 25000 0 0 ANDREW FARKE PHD PRESIDENT; DIR. OF THE MUS 112946 0 0 0 0 0 12240 0 74138 0 199324 0 0 0 PART I, LINE 1A AS APPROVED AND ENCOURAGED BY THE WEBB BOARD OF TRUSTEES, THE SPOUSE OF THE HEAD OF SCHOOLS ACCOMPANIES HIM TO CONFERENCES, FUNDRAISING TRIPS, AND ALUMNI EVENTS. ON THE TRIPS, THE SPOUSE HELPS TO REPRESENT THE SCHOOL. PART I, LINE 4B THE WEBB SCHOOLS FUND TWO 457(F) PLANS. AS DEFINED BY EMPLOYMENT CONTRACT, EACH PLAN HAS SPECIFIC CONTRIBUTION AND PAYMENT SCHEDULES, BASED ON CERTAIN EMPLOYMENT CRITERIA, LIKE THE LENGTH OF EMPLOYMENT OR MEETING PRE-DEFINED GOALS. FOR THE CALENDAR YEAR 2022 ONE DISTRIBUTION WAS MADE IN THE AMOUNT OF $125,000. FOR THE FISCAL YEAR ENDED JUNE 30, 2023 TWO DISTRIBUTIONS WERE MADE FOR ONE PARTICIPANT IN THE AMOUNTS OF $125,000 AND $250,000, RESPECTIVELY. X 2 16157 FMV X REFERENCE BOOK 5 25539 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 6 THE WEBB SCHOOLS IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE WEBB SCHOOLS APPOINT THE BOARD 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 TAKE MINUTES OF INDIVIDUAL MEETINGS. THEY REPORT AT THE FULL BOARD MEETING AND MINUTES ARE TAKEN THEN. 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. 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: TRANSFER OF POST LIQUIDATED ROSE CRUT SETTLEMENT 4,000. 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 THE WEBB SCHOOLS REAL ESTATE TRUST 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 1 1 1 1 1 1