2018-05-14T12:45:25-05:00 2017-06-30 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2016-07-01 951699394 Fuller Theological Seminary FULL 6265845453 135 N Oakland Avenue Pasadena CA 911820001 Leonard J Moon Chief Financial Officer 6265845453 2018-05-14 1 David C Moja P00747006 7145770988 2016 2022-09-23 18:48:47Z Leonard J Moon 135 N Oakland Avenue Pasadena CA 911820001 87924143 0 X www.fuller.edu X 1947 CA Provides graduate degrees in Theology,Psychology,Intercultural Studies&operates a Psych Center. 40 39 1611 39 669798 -131384 13788851 26643313 38381373 40432510 3553013 7229985 10725 681450 55733962 74987258 6133220 6248028 0 0 39798012 38129911 0 0 2433964 25169623 25039282 71100855 69417221 -15366893 5570037 282835308 275398883 76267627 53378935 206567681 222019948 X The Seminary is an international, multi-denominational, post-baccalaureate school of religious learning that prepares students for a wide variety of Christian vocations through its schools of Theology, Psychology and Intercultural Studies. 0 0 29189475 3613928 29885156 School of Theology - 875 full-paid equivalent students served 13762988 1289590 5428515 School of Psychology - 262 full-paid equivalent students served 7435156 1272788 3800925 School of Intercultural Studies - 309 full-paid equivalent students served 1387919 38894 58448 Urban Youth Certification Program 1019932 1250 1001623 Two Psychological Centers - Student trainees provided counseling services to members of the community. 31578 31578 257843 Other Miscellaneous Programs 2439429 71722 1317914 52827048 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 314 0 1 1611 1 1 1 0 0 0 0 0 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA WA X X Denise Rodrigues Controller 6265845453 135 N Oakland Avenue Pasadena CA 911820001 Mark Labberton President/Trustee 40.00 X X 231433 0 94415 Clifford L Penner Trustee/Chairman 0.10 X X 0 0 0 C Jeffrey Wright Vice Chair/Trustee 0.10 X X 0 0 0 Daniel L Villanueva Treasurer/Trustee 0.10 X X 0 0 0 Robert M Anderson Trustee 0.10 X 0 0 0 Mary Vermeer Andringa Trustee 0.10 X 0 0 0 David L Bere Trustee 0.10 X 0 0 0 Russell J Bloem Trustee 0.10 X 0 0 0 Nicholas E Brathwaite Trustee 0.10 X 0 0 0 Thomas G Bost Trustee 0.10 X 0 0 0 William K Brehm Trustee 0.10 X 0 0 0 Wilma Jean Burch Trustee 0.10 X 0 0 0 Gaylen J Byker Trustee 0.10 X 0 0 0 Merlin W Call Trustee 0.10 X 0 0 0 Barbara H Carlsberg Trustee 0.10 X 0 0 0 Kevin T Chan Trustee 0.10 X 0 0 0 Peter Chao Trustee 0.10 X 0 0 0 Daniel L Chun Trustee 0.10 X 0 0 0 Andrew H Crouch Trustee 0.10 X 0 0 0 Evelyn W Freed Trustee 0.10 X 0 0 0 David Fung Trustee 0.10 X 0 0 0 Nathan O Hatch Trustee 0.10 X 0 0 0 T William Hoehn III Trustee 0.10 X 0 0 0 Anne M Huffman Trustee 0.10 X 0 0 0 James R Hunt Trustee 0.10 X 0 0 0 Bill Sung-Kook Hwang Trustee 0.10 X 0 0 0 Richard Kannwischer Trustee 0.10 X 0 0 0 Larry R Langdon Trustee 0.10 X 0 0 0 Jim Mellado Trustee 0.10 X 0 0 0 Dennis K Metzler Trustee 0.10 X 0 0 0 Daniel D Meyer Trustee 0.10 X 0 0 0 Shirley A Mullen Trustee 0.10 X 0 0 0 John C Ortberg Jr Trustee 0.10 X 0 0 0 Jack D Samuelson Trustee 0.10 X 0 0 0 Meritt Lohr Sawyer Trustee 0.10 X 0 0 0 Larry A Smith Trustee 0.10 X 0 0 0 Jody A De Pree Vanderwel Trustee 0.10 X 0 0 0 Bill Voge Trustee 0.10 X 0 0 0 Grant A Wacker Trustee 0.10 X 0 0 0 Dale C Wong Trustee 0.10 X 0 0 0 Jon R Yasuda VP for Institutional Advan 40.00 X 174768 0 23433 Leonard J Moon VP for Finance/CFO 40.00 X 113661 0 15216 Joel B Green Provost and Senior VP 40.00 X 126224 0 118240 Irene Neller VP for Communications, Mkt 40.00 X 169952 0 7196 Tod E Bolsinger VP for Vocation and Format 40.00 X 102784 0 130682 William Joseph Clark Chief of Strategy and Staff 40.00 X 192872 0 30165 Bernadette J Barber Executive Director, Human Resources 40.00 X 135908 0 14064 John Kamperschroer Director of Development 40.00 X 143301 0 38374 Kimberly Odom Thompson Director - Development TX 40.00 X 148060 0 29526 Theopolis Cosse Chair & Exec. Director of 40.00 X 135142 0 5652 Monique MacDonald Executive Director, Development Office 40.00 X 133641 0 12196 Charles D McConnell Former Provost and Senior VP 40.00 X 119635 0 81740 Richard J Mouw Former President/Trustee 40.00 X 150424 0 28322 2077805 0 629221 33 1 1 0 Centurylink PO Box 91155 Seattle WA 98111 Internet Service 210756 Rogelio Sanchez Painting 3400 E Milton St Pasadena CA 91107 Painter 184045 Simply Gourmet Plus 135 N Oakland Ave PO Box 229 Pasadena CA 91101 Catering 172747 Post Alarm Systems 47 E St Joseph St Arcadia CA 91066 Security 135922 Crown City Electric Service 110 S Rosemead Blvd Ste V Pasadena CA 91107 Electrical Contractor 128771 12 2000000 189359 24453954 1255112 26643313 Tuition 611310 27363553 27363553 Auxiliary Services 623000 6658409 6658409 Psychological Center 611310 1001623 1001623 Fees 611310 836968 836968 4571957 4571957 40432510 1270901 1270901 11652 11652 669798 0 669798 669798 669798 18895969 12936885 5959084 5959084 5959084 74987258 40432510 669798 7241637 6248028 6248028 1921025 834253 889546 197226 29436961 23190472 4778178 1468311 922119 724849 137545 59725 3990937 3316828 521350 152759 1858869 1404771 335017 119081 146483 9910 131273 5300 128363 128363 40000 40000 1260465 161005 1099460 3584242 2148069 1406941 29232 364144 102144 261339 661 3654365 2550155 998577 105633 1263992 471553 783132 9307 5665006 4930155 734851 2204233 1797995 238458 167780 266236 222122 35043 9071 2034597 1915000 119597 2825661 1881000 932661 12000 61007 61007 Hospitality 778769 608157 72785 97827 Bad Debt Expense 158651 8250 150401 Academic Materials 64531 50014 14517 License Fees 55518 24439 31079 483019 227879 255089 51 69417221 52827048 14156209 2433964 5984176 10505530 160491 160836 1897670 5868997 3272319 1567002 903076 1215576 1198179 964493 45260 44751 5790818 5506511 128884079 37819293 93159388 91064786 74963610 78478869 22789958 15299853 72670363 64721679 282835308 275398883 4873550 5444304 4238342 3962492 49088000 8363417 41222782 9704318 2749357 76267627 53378935 X 30862899 44627127 66251979 61029267 109452803 116363554 206567681 222019948 282835308 275398883 X 5570037 3211429 6670801 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 191545253 7635849 3844156 2101073 8726720 1065754 191131711 200851101 499876 1543170 1947638 8472903 928353 191545253 210081154 1212212 691530 -3150630 -7372516 -610649 200851101 174841658 4585226 41400858 -3176288 -6913572 -656728 210081154 171432090 3878885 9598429 -4373293 -5232006 -462447 174841658 0.20400 0.62200 0.17400 0 1 1 14208580 14208580 98569614 25004578 73565036 786063 687969 98094 9596657 8843013 753644 5723165 3283733 2439432 91064786 Trust Deeds & Notes Rec 11758152 C Cash & Cash Equivalents 2547122 C Money Market Funds 522467 C Real Estate & Real Estate Interests 472112 C 15299853 Beneficial Interest in Perpetual Tr 3783980 Interest in Investments of Financially Interrelated Entity 32760637 Interest in Net Assets of Financially Interrelated Entity 28177062 64721679 Annuities Payable 703363 Deposits 873426 Assets Held for Auxiliary Organizat 161848 Perkins Loan Funds Repayable to Fed 593125 Interest Rate Swap 417595 2749357 Part V, Line 4: The Organization's endowment consists of over 200 individual funds established for a variety of purposes, primarily for endowed chairs, endowed scholarships and other program related expenditures. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Non-discrimination policy is published in the course catalog and posted on the Fuller Website Schedule E, Part I, Line 6 Fuller Theological Seminary received funds for Student Financial Aid from the U.S. Department of Education, through the Federal Direct Loan Program, the Federal Graduate PLUS Loan Program, the Federal Work-Study Program and the Federal Perkins Loan Program. 1 Grant in Aid for Students attending the Organizations Campuses in North America 1688 6248028 FMV Does not provide non-cash assistance. Part I, Line 2: The Organization only awards financial assistance or grant-in-aid to individuals who are designated to meet the educational expenses of students attending Fuller Theological Seminary. The Organization has established institutional policies for awarding and monitoring of financial assistance. Each award is done in accordance with the policies and compliance is monitored by senior management, to ensure that the amount and eligibility of individuals is in accordance with established policies. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Mark Labberton President/Trustee 228313 0 0 0 3120 0 53150 0 42036 0 326619 0 0 0 Jon R Yasuda VP for Institutional Advan 173504 0 0 0 1264 0 7650 0 16543 0 198961 0 0 0 Joel B Green Provost and Senior VP 124396 0 0 0 1828 0 42761 0 76132 0 245117 0 0 0 Irene Neller VP for Communications, Mkt 169320 0 0 0 632 0 7196 0 484 0 177632 0 0 0 Tod E Bolsinger VP for Vocation and Format 102153 0 0 0 631 0 41744 0 89773 0 234301 0 0 0 William Joseph Clark Chief of Strategy and Staff 192375 0 0 0 497 0 8500 0 22550 0 223922 0 0 0 Bernadette J Barber Executive Director, Human Resources 135700 0 0 0 208 0 5676 0 9024 0 150608 0 0 0 John Kamperschroer Director of Development 142269 0 0 0 1032 0 5208 0 33923 0 182432 0 0 0 Kimberly Odom Thompson Director - Development TX 147642 0 0 0 418 0 6503 0 23723 0 178286 0 0 0 Charles D McConnell Former Provost and Senior VP 116680 0 0 0 2955 0 32510 0 50077 0 202222 0 0 0 Richard J Mouw Former President/Trustee 147765 0 0 0 2659 0 6806 0 22083 0 179313 0 0 0 Part I, Line 1a At times it is deemed necessary for the President and former President to travel first class due to length of travel and/or meeting preparation time required while in flight. The Seminary considers these instances as business related and therefore it is not included in his taxable compensation. The Seminary provides a car allowance to select officers who are also employees of the Organizatin. This allowance is discretionary and is not part of an accountable plan. Accordingly, the car allowance is reported as other compensation on the employee's W-2. The Seminary approves a portion of the President's, Former Provost and Senior Vice President's, Provost and Senior Vice President's and Vice President and Chief of Leadership Formation Platform's salaries that are considered a housing allowance and are not included in taxable compensation. Part I, Line 1b All other expense reimbursements are subject to the Organization's Expense and Travel Reimbursement Policy. Charles D Mc Connell Former Provost & Senior VP Incentive to Attract Key Employee X 275000 275000 0 1 1 John Ward VP for Finance Incentive to Attract Key Employee X 75000 37500 0 1 1 Joel Green Provost & Senior VP Incentive to Attract Key Employee X 500000 500000 0 1 1 Mark Labberton President Incentive to Attract Key Employee X 103076 103076 0 1 1 Tod Bolsinger VP for Vocation and Formation Incentive to Attract Key Employee X 300000 300000 0 1 1 1215576 X 1 8900 Kelly Blue Book X 11 1246212 Mkt Val at date of gift 0 0 1 0 Part I, Column (b): The number of contributions represents the number of contributions received, not the number of items donated. Form 990, Part VI, Section A, line 1 The Executive Committee is made up of 10 Trustees and includes the 3 major operational officers. The Executive Committee is to exercise the power and authority of the board between meetings of the board subject to limitation imposed by law or the board. The Executive Committee, however, shall have no power to elect new trustees, select a president or other chief executive officer, or approve any amendment of the Articles of Incorporation or bylaws. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the Controller. The Controller then provides a complete copy of the return to the chair of the audit committee and to all audit committee members for review. The audit committee follows up with the Controller and CFO on any questions that may arise and a meeting is held to discuss the Form 990. Once all questions are adequately addressed and all corrections made, the audit committee approves the Form 990 and the Chair of the audit committee recommends approval by the full Board of Trustees. The finalized 990 is then provided to the full Board of Trustees prior to filing the return. Form 990, Part VI, Section B, line 12c Annually, officers, trustees and key employees are required to read the conflict of interest policy and to sign and return a completed conflict of interest statement. Throughout the year, any transactions undertaken by the Seminary are reviewed for instances of conflict of interest prior to entering into the agreement/transactions. If an instance of non compliance should occur, the Seminary would address it and make the necessary corrections if needed. Form 990, Part VI, Section B, line 15 The Organization receives from The Association of Theological Schools & The Commission on Accrediting a special purpose report titled "Institutional Peer Profile Report." This report references operating statistics, including salary ranges for all executives, faculty and staff. The report compares the Organization to a customized list of 20 comparable accredited institutions. Data from this report is utilized by the Executive Committee of the Board of Trustees to set executive salary ranges in a closely competitive and resource limited environment with consideration of effective performance of the individuals. Form 990, Part VI, Section C, line 19 All listed documents are made available upon request. In addition, our tax return is posted on guidestar and both our annual audit and tax returns (both 990 and 990T) are available through our Fuller (external)and Portico (Internal) websites. Form 990, Part XI, line 9: Change in Interest in Net Assets of Financially Interelated Entity 2,261,514. Change in Interest in Investments of Financially Interelated Entity 3,246,864. Change in Interest Rate Swap 1,211,065. Change in Value of Split Interest Agreements -44,747. Other Misc Reclass Reclass Adjustment from Audit -3,895. Form 990, Part XII, Line 2c The organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. CGF Properties 135 N Oakland Ave Pasadena CA 91101 Support of Fuller Theological Seminary CA 2566446 34870437 Fuller Theological Seminary The Fuller Foundation 385 E Colorado Blvd Suite 250 Pasadena CA 91101 954124436 Support religious, charitable, educational, literary and scientific purposes CA 501(c)(3) Line 7 N/A 0 Charitable Remainder Unitrust (7) Beneficial Interest in Charitable Remainder Unitrust CA T 0 Charitable Remainder Annuity Trust (1) Beneficial Interest in Charitable Remainder Annuity Trust CA T 0 Perpetual Trust (1) Beneficial Interest in Perpetual Trust CA T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Fuller Foundation C