WEBB SCHOOLS REAL ESTATE FUND

EIN: 201554974 501(c)(3)

CLAREMONT, CA

Total Revenue
$3,700
Total Expenses
$13,320
Total Assets
$458,327
Net Assets
$458,327
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
CA
Principal Officer
THERESA SMITH PHD
Phone
9096263587
Tax Period
2023-07-01 to 2024-06-30

WEBB SCHOOLS REAL ESTATE FUND, founded in 2004, is a micro nonprofit that reported $4K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $13K exceeded revenue, resulting in a 260% operating deficit.

Mission

THE REAL ESTATE TRUST RECEIVES GIFTS OF LAND, WHICH ARE IN TURN LIQUIDATED AND THE PROCEEDS TRANSFERRED TO THE WEBB SCHOOLS OR THE RAYMOND M. ALF MUSEUM OF PALEONTOLOGY IN SUPPORT OF THE DONOR'S INTENTION AND IN SUPPORT OF THE ORGANIZATION'S MISSION.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

THE TRUST ACCEPTS GIFTS OF DONATED PROPERTY WITH THE INTENT OF SELLING THESE ASSETS AND TRANSFERRING THE PROCEEDS TO THE WEBB SCHOOLS OR THE RAYMOND M. ALF MUSEUM OF PALEONTOLOGY TO FURTHER THEIR...

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THE TRUST ACCEPTS GIFTS OF DONATED PROPERTY WITH THE INTENT OF SELLING THESE ASSETS AND TRANSFERRING THE PROCEEDS TO THE WEBB SCHOOLS OR THE RAYMOND M. ALF MUSEUM OF PALEONTOLOGY TO FURTHER THEIR CHARITABLE PURPOSE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,700
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $3,700

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $9,620
Other Expenses $13,320
TOTAL EXPENSES $13,320

Year-over-Year Comparison

2023 2022 Change
Revenue $3,700 $4,514 -0.2%
Expenses $13,320 $3,170 +3.2%
Net Income $-9,620 $1,344 -8.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
3
Employees
N/A
Volunteers
3

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$892,320
Total Directors
6
$892,320
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAYLOR B STOCKDALE FORMER EX-OFFICIO TRUSTEE 0.25
$0 $52,671 $866,914
JANET K PEDDY EX-OFFICIO TRUSTEE 0.25
Officer Director
$0 $43,975 $311,238
THERESA SMITH PHD EX-OFFICIO TRUSTEE, HEAD OF SCHOOLS 0.25
Officer Director
$0 $31,977 $325,722
ROBERT FASS EX-OFFICIO TRUSTEE 0.25
Officer Director
$0 $46,006 $255,360
SANJIV DHOLAKIA EX-OFFICIO TRUSTEE 0.25
Director
$0 $0 $0
LARRY ASHTON JR EX-OFFICIO TRUSTEE 0.25
Director
$0 $0 $0
DAVID MYLES TRUSTEE 0.25
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $3,700 $13,320 $458,327 $-9,620
2023 $4,514 $3,170 $470,000 $1,344
2022 $471,995 $11,768 $775,000 $460,227
2021 $1,575 $8,222 $305,000 $-6,647
2020 $1,575 $7,401 $1,200,000 $-5,826
2019 $1,200 $6,777 $1,200,000 $-5,577
2018 $1,200 $6,677 $1,200,000 $-5,477
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