THE WEBB SCHOOLS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WEBB SCHOOLS (EIN 95-1856591)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-26
- IRS object ID
- 202041789349300114
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T09:44:18-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951856591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEBB SCHOOLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 9096263587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 W BASELINE ROAD | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET K PEDDY | PersonNm |
| Person Title | CFO, ASST SECRETARY | PersonTitleTxt |
| Phone | 9096263587 | PhoneNum |
| Signature | 2020-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DERRICK DEBRUYNE CPA | PreparerPersonNm |
| PTIN | P00591016 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2020-06-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-26 | IPDt |
| IP Tm | 09:41:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB14D97C979C4436D100C663A9528401E18238A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET K PEDDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 W BASELINE ROAD | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,488,161 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WEBB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE WEBB SCHOOLS IS TO PROVIDE AN EXEMPLARY LEARNING COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 238 | TotalEmployeeCnt |
| Total Volunteers | 166 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,937,912 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,339,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,824,387 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,581,009 | CYProgramServiceRevenueAmt |
| PY Investment Income | $845,284 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,236,163 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,229 | PYOtherRevenueAmt |
| CY Other Revenue | $83,701 | CYOtherRevenueAmt |
| PY Total Revenue | $34,655,812 | PYTotalRevenueAmt |
| CY Total Revenue | $30,240,369 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,326,084 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,706,164 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,595,556 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,136,163 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,030,145 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,744,010 | PYOtherExpensesAmt |
| CY Other Expenses | $8,707,770 | CYOtherExpensesAmt |
| PY Total Expenses | $25,665,650 | PYTotalExpensesAmt |
| CY Total Expenses | $26,550,097 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,990,162 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,690,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,018,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,810,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,034,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,526,270 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,983,539 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,283,953 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE WEBB SCHOOLS IS TO PROVIDE AN EXEMPLARY LEARNING COMMUNITY THAT NURTURES AND INSPIRES BOYS AND GIRLS TO BECOME MEN AND WOMEN WHO THINK BOLDLY, MINDFULLY AND CREATIVELY, ACT WITH HONOR AND MORAL COURAGE, LEAD WITH DISTINCTION, AND SERVE WITH A GENEROUS SPIRIT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,199,552 | ExpenseAmt |
| Grant | $5,706,164 | GrantAmt |
| Revenue | $23,581,009 | RevenueAmt |
| Desc | BOARDING AND DAY SCHOOL INSTRUCTION FOR APPROXIMATELY 410 STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE WEBB SCHOOLS DISBURSED GRANTS AND OTHER ASSISTANCE TOTALING $5,706,164 FOR 159 RECIPIENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,199,552 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 238 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET PEDDY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096263587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 WEST BASELINE ROAD | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| TAYLOR B STOCKDALE | |||||||||
| TRUSTEE, PRESIDENT, HEAD OF SCHOOLS | 40.00 | 5.00 | Yes (X) | Yes (X) | $635,260 | $0 | $181,451 | ||
| JANET K PEDDY | |||||||||
| CFO, ASST SECRETARY | 40.00 | 10.00 | Yes (X) | Yes (X) | $244,109 | $0 | $35,937 | ||
| DAVID LOO | |||||||||
| TRUSTEE, VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA MERCER-MCGINLEY | |||||||||
| TRUSTEE, VICE CHAIR, SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SANJAY DHOLAKIA | |||||||||
| TRUSTEE, CHAIRMAN | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARRY ASHTON | |||||||||
| TRUSTEE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BLAKE BROWN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CHANG | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEVAL DVIVEDI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNA GAMBARO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANEL HENRIKSEN HASTINGS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HOLLIDAY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL HORNBUCKLE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NAVEEN JEEREDDI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA LEE REBISH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIA MARCIARI-ALEXANDER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER J MILLAR | |||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAHMI MOWJOOD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MYLES | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICKEY NOVAK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RJ ROMERO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MILES R ROSEDALE | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| WENDIN SMITH | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARA TIEDANS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENIS YIP | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DERRICK BARHYDT | |||||||||
| DIR OF ADVANCEMENT | 40.00 | $209,064 | $0 | $47,368 | Yes (X) | ||||
| JAMILA EVERETT PHD | |||||||||
| DIR OF ADMISSION | 40.00 | $185,997 | $0 | $63,980 | Yes (X) | ||||
| THERESA SMITH PHD | |||||||||
| ASSISTANT HEAD OF SCHOOLS | 40.00 | $173,909 | $0 | $48,829 | Yes (X) | ||||
| KEVIN DOYLE | |||||||||
| DIR OF FACILITIES | 40.00 | $139,002 | $0 | $7,736 | Yes (X) | ||||
| ROBERT FASS | |||||||||
| SENIOR DIR OF DEVELOPMENT FOR LEADERSHIP | 40.00 | $116,516 | $0 | $28,380 | Yes (X) | ||||
| HECTOR MARTINEZ | |||||||||
| DEAN OF COLLEGE GUIDANCE | 40.00 | $132,537 | $0 | $29,702 | Yes (X) | ||||
| JOE WOODWARD | |||||||||
| DIR OF STRATEGIC COMMUNICATIONS | 40.00 | $153,038 | $0 | $27,520 | Yes (X) | ||||
| LAURA WENSLEY | |||||||||
| SENIOR DIR OF DEVELOPMENT & ALUM RELATIONS | 40.00 | $115,281 | $0 | $28,227 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,104,713 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $499,130 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | FACILITIES MANAGEMENT | $628,057 |
| RESOURCE COMPUTER SOLUTIONS INC | |||||
| 2058 N MILLS AVE | CLAREMONT | CA | 91711 | TECHNOLOGY MANAGEMENT | $487,111 |
| CULINART GROUP INC | |||||
| PO BOX 50196 | LOS ANGELES | CA | 900740196 | FOOD SERVICE | $389,537 |
| SEAROCK STAFFORD CM INC | |||||
| 690 E GREEN ST 201 | PASADENA | CA | 91101 | CONSTRUCTION MANAGEMENT | $132,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $92,500 | FundraisingAmt |
| Related Organizations | $73,052 | RelatedOrganizationsAmt |
| All Other Contributions | $5,173,944 | AllOtherContributionsAmt |
| Noncash Contributions | $2,725 | NoncashContributionsAmt |
| Total Contributions | $5,339,496 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $23,106,660 | $23,106,660 |
| SUMMER PROGRAMS | 611710 | $436,030 | $436,030 |
| AFFILIATES DUES AND OTHER INCOME | 611710 | $38,319 | $38,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,581,009 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,065,116 | TotalRevenueColumnAmt |
| Exclusion | $1,065,116 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61 | TotalRevenueColumnAmt |
| Exclusion | $61 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,976 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,081 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,895 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,895 | TotalRevenueColumnAmt |
| Exclusion | $17,895 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,273,827 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,102,841 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $170,986 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,986 | TotalRevenueColumnAmt |
| Exclusion | $170,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $107,172 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $92,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $98,330 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,842 | TotalRevenueColumnAmt |
| Exclusion | $8,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $20,852 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,540 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,312 | TotalRevenueColumnAmt |
| Exclusion | $4,312 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $52,652 | TotalRevenueColumnAmt |
| Exclusion | $52,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,652 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,240,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,581,009 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,319,864 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,674,914 | TotalAmt |
| Program Services | $5,674,914 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,250 | TotalAmt |
| Program Services | $31,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,900 | TotalAmt |
| Program Services | $330,085 | ProgramServicesAmt |
| Management And General | $834,356 | ManagementAndGeneralAmt |
| Fundraising | $582,459 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,982,361 | TotalAmt |
| Program Services | $5,123,179 | ProgramServicesAmt |
| Management And General | $2,452,662 | ManagementAndGeneralAmt |
| Fundraising | $406,520 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,994 | TotalAmt |
| Program Services | $353,766 | ProgramServicesAmt |
| Management And General | $98,446 | ManagementAndGeneralAmt |
| Fundraising | $46,782 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,505 | TotalAmt |
| Program Services | $764,500 | ProgramServicesAmt |
| Management And General | $471,486 | ManagementAndGeneralAmt |
| Fundraising | $80,519 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,403 | TotalAmt |
| Program Services | $386,756 | ProgramServicesAmt |
| Management And General | $165,341 | ManagementAndGeneralAmt |
| Fundraising | $39,306 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,204 | TotalAmt |
| Program Services | $92,554 | ProgramServicesAmt |
| Management And General | $80,650 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,731 | TotalAmt |
| Management And General | $42,731 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,544 | TotalAmt |
| Management And General | $97,544 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,410 | TotalAmt |
| Management And General | $166,410 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,143 | TotalAmt |
| Program Services | $387,204 | ProgramServicesAmt |
| Management And General | $145,671 | ManagementAndGeneralAmt |
| Fundraising | $35,268 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,372 | TotalAmt |
| Management And General | $240,908 | ManagementAndGeneralAmt |
| Fundraising | $152,464 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,752 | TotalAmt |
| Program Services | $16,861 | ProgramServicesAmt |
| Management And General | $145,569 | ManagementAndGeneralAmt |
| Fundraising | $54,322 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,585 | TotalAmt |
| Program Services | $450,366 | ProgramServicesAmt |
| Management And General | $191,302 | ManagementAndGeneralAmt |
| Fundraising | $82,917 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,503 | TotalAmt |
| Program Services | $1,384,106 | ProgramServicesAmt |
| Management And General | $547,352 | ManagementAndGeneralAmt |
| Fundraising | $15,045 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,847 | TotalAmt |
| Program Services | $74,281 | ProgramServicesAmt |
| Management And General | $157,488 | ManagementAndGeneralAmt |
| Fundraising | $136,078 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,848 | TotalAmt |
| Program Services | $113,983 | ProgramServicesAmt |
| Management And General | $130,094 | ManagementAndGeneralAmt |
| Fundraising | $16,771 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200 | TotalAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,731 | TotalAmt |
| Program Services | $1,303,178 | ProgramServicesAmt |
| Management And General | $94,156 | ManagementAndGeneralAmt |
| Fundraising | $8,397 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,700 | TotalAmt |
| Program Services | $222,605 | ProgramServicesAmt |
| Management And General | $49,590 | ManagementAndGeneralAmt |
| Fundraising | $10,505 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OTHER STUDENT PROGRAMS | $606,391 | $606,391 | |
| FOOD SERVICES | $495,588 | $495,588 | |
| FUNDRAISING EXPENSES | $362,792 | $362,792 | |
| SUMMER PROGRAM EXPENSE | $238,690 | $238,690 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,739 | TotalAmt |
| Program Services | $149,295 | ProgramServicesAmt |
| Management And General | $207,444 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,550,097 | TotalAmt |
| Program Services | $18,199,552 | ProgramServicesAmt |
| Management And General | $6,320,400 | ManagementAndGeneralAmt |
| Fundraising | $2,030,145 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,194,260 | BOYAmt |
| EOY | $2,815,176 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,908,136 | BOYAmt |
| EOY | $18,598,873 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,763,933 | BOYAmt |
| EOY | $3,826,497 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,947 | BOYAmt |
| EOY | $237,151 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,136 | BOYAmt |
| EOY | $11,301 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,318 | BOYAmt |
| EOY | $257,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,510,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,658,415 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,797,672 | BOYAmt |
| EOY | $25,852,298 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,360,846 | BOYAmt |
| EOY | $27,802,602 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,344 | BOYAmt |
| EOY | $5,932,679 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,893,583 | BOYAmt |
| EOY | $3,476,419 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,018,175 | BOYAmt |
| EOY | $88,810,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,952 | BOYAmt |
| EOY | $1,338,109 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,845,026 | BOYAmt |
| EOY | $5,013,430 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,405,447 | BOYAmt |
| EOY | $9,199,480 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,660,211 | BOYAmt |
| EOY | $1,975,251 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,034,636 | BOYAmt |
| EOY | $17,526,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,564,377 | BOYAmt |
| EOY | $33,460,585 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,492,820 | BOYAmt |
| EOY | $11,830,330 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,926,342 | BOYAmt |
| EOY | $25,993,038 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,983,539 | BOYAmt |
| EOY | $71,283,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,018,175 | BOYAmt |
| EOY | $88,810,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,690,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,100,118 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$489,976 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,712,398 | BeginningYearBalanceAmt |
| Contributions | $1,521,286 | ContributionsAmt |
| Investment Earnings Or Losses | $1,828,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $510,413 | GrantsOrScholarshipsAmt |
| Other Expenditures | $898,406 | OtherExpendituresAmt |
| End Year Balance | $34,653,081 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,650,274 | BeginningYearBalanceAmt |
| Contributions | $3,409,791 | ContributionsAmt |
| Investment Earnings Or Losses | $1,737,885 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $489,462 | GrantsOrScholarshipsAmt |
| Other Expenditures | $596,090 | OtherExpendituresAmt |
| End Year Balance | $32,712,398 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,224,144 | BeginningYearBalanceAmt |
| Contributions | $714,532 | ContributionsAmt |
| Investment Earnings Or Losses | $2,791,045 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $481,144 | GrantsOrScholarshipsAmt |
| Other Expenditures | $598,303 | OtherExpendituresAmt |
| End Year Balance | $28,650,274 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,617,927 | BeginningYearBalanceAmt |
| Contributions | $554,606 | ContributionsAmt |
| Investment Earnings Or Losses | -$873,078 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $470,433 | GrantsOrScholarshipsAmt |
| Other Expenditures | $604,878 | OtherExpendituresAmt |
| End Year Balance | $26,224,144 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,588,380 | BeginningYearBalanceAmt |
| Contributions | $513,703 | ContributionsAmt |
| Investment Earnings Or Losses | -$466,567 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $436,584 | GrantsOrScholarshipsAmt |
| Other Expenditures | $581,005 | OtherExpendituresAmt |
| End Year Balance | $22,617,927 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,796,493 | OtherCostOrOtherBasisAmt |
| Book Value | $5,796,493 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,309,646 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,587,963 | DepreciationAmt |
| Book Value | $18,721,683 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,673,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,150,021 | DepreciationAmt |
| Book Value | $523,697 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,730,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,920,431 | DepreciationAmt |
| Book Value | $810,425 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,852,298 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER SECURITIES | $12,504 | F |
| MUTUAL FUNDS | $2,634,755 | F |
| ALTERNATIVE INVESTMENTS | $1,920,546 | F |
| OFF-SHORE FUND | $697,216 | F |
| PRIVATE PARTNERSHIP | $667,658 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,932,679 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST LIABILITIES - STUDENT CLUBS | $71,545 |
| LIABILITIES RE: SWAP AGREEMENT | $1,903,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,975,251 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,085,705 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,100,118 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,100,118 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,985,587 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $166,410 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,088,372 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,254,782 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,240,369 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,281,405 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,281,405 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $166,410 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,102,282 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,268,692 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,550,097 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOLS' ENDOWMENT CONSISTS OF APPROXIMATELY 138 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL SCHOLARSHIPS, TUITION DISCOUNTS 5,088,242. LOSS ON DISPOSITION OF ASSETS 130. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS AND INSTITUTIONAL SCHOLARSHIPS 5,088,242. TRANSFERS TO AFFLIATES 1,200. UNUSUAL AND INFREQUENT ITEMS 12,840. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EAST ASIA | PROGRAM SERVICES | ADMISSION | $21,597 |
| RUSSIA | PROGRAM SERVICES | ADMISSION | $6,358 |
| SOUTH AMERICA | PROGRAM SERVICES | ADMISSION | $13,641 |
| MIDDLE EAST | PROGRAM SERVICES | ADMISSION | $4,269 |
| EAST ASIA | PROGRAM SERVICES | FUNDRAISING; ALUMNI | $85,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $131,028 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $131,028 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FINANCIAL AID SCHOLARSHIP | TypeOfAssistanceTxt |
| Region | NORTH AMERICA (MEXICO) | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Non Cash Assistance | $31,250 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | TUITION ASSISTANCE | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AFFILIATES | Event1Nm |
| Gross Receipts Event1 | $199,672 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $92,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $107,172 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,355 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,725 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,677 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $41,573 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $199,672 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $107,172 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,355 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,725 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,677 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,573 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $98,330 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,842 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 159 | RecipientCnt |
| Non Cash Assistance | $5,674,914 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID, TUITION AND FEES REMISSION, TECHNOLOGY GRANTS AND TRIP SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL AWARDS ARE FOR FINANCIAL AID OR TUITION REMISSION AT THE WEBB SCHOOLS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TAYLOR B STOCKDALE | ||||||||||||||
| TRUSTEE, PRESIDENT, HEAD OF SCHOOLS | $384,421 | $0 | $150,000 | $0 | $100,839 | $0 | $102,500 | $0 | $78,951 | $0 | $816,711 | $0 | $75,000 | $0 |
| JANET K PEDDY | ||||||||||||||
| CFO, ASST SECRETARY | $219,109 | $0 | $25,000 | $0 | $0 | $0 | $24,270 | $0 | $11,667 | $0 | $280,046 | $0 | $0 | $0 |
| DERRICK BARHYDT | ||||||||||||||
| DIR OF ADVANCEMENT | $209,064 | $0 | $0 | $0 | $0 | $0 | $12,424 | $0 | $34,944 | $0 | $256,432 | $0 | $0 | $0 |
| JAMILA EVERETT PHD | ||||||||||||||
| DIR OF ADMISSION | $185,997 | $0 | $0 | $0 | $0 | $0 | $11,291 | $0 | $52,689 | $0 | $249,977 | $0 | $0 | $0 |
| THERESA SMITH PHD | ||||||||||||||
| ASSISTANT HEAD OF SCHOOLS | $173,909 | $0 | $0 | $0 | $0 | $0 | $14,000 | $0 | $34,829 | $0 | $222,738 | $0 | $0 | $0 |
| HECTOR MARTINEZ | ||||||||||||||
| DEAN OF COLLEGE GUIDANCE | $132,537 | $0 | $0 | $0 | $0 | $0 | $13,333 | $0 | $16,369 | $0 | $162,239 | $0 | $0 | $0 |
| JOE WOODWARD | ||||||||||||||
| DIR OF STRATEGIC COMMUNICATIONS | $153,038 | $0 | $0 | $0 | $0 | $0 | $15,530 | $0 | $11,990 | $0 | $180,558 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | AS APPROVED AND ENCOURAGED BY THE BOARD OF TRUSTESS, 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 SCHOOLS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| Bond Issued | 2012-03-06 | BondIssuedDt |
| Issue Price | $10,700,000 | IssuePriceAmt |
| Purpose | ACQUISITION , CONSTRUCTION, RENOVATION OF SCHOOL FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,295,000 | RetiredAmt |
| Total Proceeds | $10,700,992 | TotalProceedsAmt |
| Capitalized Interest | $420,866 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $274,015 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $10,438,862 | CapitalExpendituresAmt |
| Other Spent Proceeds | $13,010 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 260.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | 0 | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | Yes (1) | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR THERESA SMITH | PersonNm |
| Relationship With Org | KEY EMPLOYEE | RelationshipWithOrgTxt |
| Cash Grant | $40,360 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | STANDARD EMPLOYEE BENEFIT | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,580 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATE FAIR MARKET VAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $59,993 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FAIR MARKE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND OFFICERS COMPLETE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS; THESE DOCUMENTS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ANY 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. |
| 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 UPON REQUEST TO OTHERS. |
| FORM 990, PART XI, LINE 9: | 457(F) PLAN II DEFERRED COMPENSATION DISTRIBUTION -250,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 210,863. CHANGE IN VALUE OF SWAP AGREEMENT LIABILITY -447,549. UNUSUAL AND INFREQUENT ITEM -3,160. LOSS ON DISPOSITION OF FIXED ASSETS -130. |
| FORM 990, PART XII, LINE 2C: | THE SCHOOLS HAVE NOT CHANGED THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND M ALF MUSEUM | |||||||||
| 1175 WEST BASELINE ROAD | CLAREMONT | CA | 91711 | 953366309 | MUSEUM | CA | 501(C)(3) | LINE 7 | Yes (1) |
| WEBB SCHOOLS REAL ESTATE FUND | |||||||||
| 1175 WEST BASELINE ROAD | CLAREMONT | CA | 91711 | 201554974 | REAL ESTATE FUND | CA | 501(C)(3) | LINE 12A, I | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |