THE FULLER FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FULLER FOUNDATION (EIN 95-4124436)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349307926
- Schema version
- 2024v5.2
- 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 F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:15:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954124436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FULLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULL | BusinessNameControlTxt |
| Phone | 6267923232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N OAKLAND AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91182 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN RIETZE | PersonNm |
| Person Title | COO / CFO | PersonTitleTxt |
| Phone | 6267923232 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DASHA THOMAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N OAKLAND AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,399,073 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEFULLERFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FULLER FOUNDATION (THE "FOUNDATION") SERVES FULLER THEOLOGICAL SEMINARY (THE "SEMINARY") AND ITS CONSTITUENTS THROUGH STEWARDSHIP, GIFT AND ESTATE PLANNING, CHARITABLE GIVING, AND INVESTMENT MANAGEMENT SERVICES. THE FOUNDATION DOES THIS BY MANAGING THE SEMINARY'S ENDOWMENT AND PROVIDING DEVELOPMENT AND ALUMNI RELATIONS SERVICES, AS WELL AS PROVIDING TRUST ADMINISTRATION, DONOR-ADVISED FUNDS, AND INVESTMENT MANAGEMENT SERVICES FOR GENEROUS FRIENDS OF THE SEMINARY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $216,503 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $87,897 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,870,412 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,424,937 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,949,581 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,412,865 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,014,177 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,087,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$137,339 | PYOtherRevenueAmt |
| CY Other Revenue | $216,503 | CYOtherRevenueAmt |
| PY Total Revenue | $13,696,831 | PYTotalRevenueAmt |
| CY Total Revenue | $8,141,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,930,038 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,924,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,536,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,391,065 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $233,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,352,500 | PYOtherExpensesAmt |
| CY Other Expenses | $1,460,790 | CYOtherExpensesAmt |
| PY Total Expenses | $8,818,950 | PYTotalExpensesAmt |
| CY Total Expenses | $8,776,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,877,881 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$634,679 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,467,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,599,861 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $142,511,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151,423,959 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,956,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,175,902 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FULLER FOUNDATION SERVES FULLER THEOLOGICAL SEMINARY THROUGH ADVANCEMENT ACTIVITIES AND ENDOWMENT MANAGEMENT, AS WELL AS ITS PARTNERS, INCLUDING CHURCHES AND DENOMINATIONS, AND THE BROADER CHRISTIAN COMMUNITY BY BEING A TRUSTED ADVISOR IN THE PROVISION OF FINANCIAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,519,258 | ExpenseAmt |
| Grant | $3,924,700 | GrantAmt |
| Revenue | $5,412,865 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE SERVICES OF THE FULLER FOUNDATION BENEFIT AND CARRY OUT THE CHARITABLE PURPOSES OF CHRISTIAN BASED AND OTHER CHARITABLE ORGANIZATIONS. THIS INCLUDES DIRECT SUPPORT OF FULLER THEOLOGICAL SEMINARY, OTHER CHRISTIAN BASED ORGANIZATIONS, OTHER CHARITABLE ORGANIZATIONS, AND VARIOUS DESIGNATED, RESTRICTED, OR ENDOWMENT FUNDS. THE FOUNDATION FULFILLS ITS PURPOSES THROUGH THE ADMINISTRATION AND MANAGEMENT OF FULLER THEOLOGICAL SEMINARY'S FUNDRAISING, ALUMNI RELATIONS ACTIVITIES, AND MANAGEMENT OF CERTAIN ENDOWMENT FUNDS DESIGNATED TO SUPPORT FULLER THEOLOGICAL SEMINARY. ADDITIONALLY, THE FOUNDATION MANAGES CHARITABLE TRUSTS, CHARITABLE FUNDS, DONOR ADVISED FUNDS, AND GIFT ANNUITY TYPE ACCOUNTS. PROGRAM RELATED DISTRIBUTIONS INCLUDE GIFTS AND GRANTS TO THE SEMINARY AND A BROAD BASE OF CHARITABLE ORGANIZATIONS, INCLUDING GIFTS FROM DONOR ADVISED FUNDS. GIFTS AND GRANTS ARE PREDOMINATELY TO U.S. BASED IRS DETERMINED 501(C)(3) CHARITIES. SELECT GRANTS AND GIFTS ARE MADE TO FOREIGN ORGANIZATIONS THAT HAVE BEEN DETERMINED TO BE ORGANIZED FOR EXCLUSIVELY CHARITABLE PURPOSES. OTHER ACTIVITIES INCLUDE PROVIDING TRUST FIDUCIARY SERVICES TO OTHER CHARITABLE ORGANIZATIONS WITH A CHRISTIAN MISSION. | Desc |
| Total Program Service Expenses | $7,519,258 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN RIETZE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267923232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N OAKLAND AVENUE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91182 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| LAUREN YAMAOKA | |||||||||
| SR. DIRECTOR OF DEV. & FOUNDATIONS | 40.00 | 0.00 | Yes (X) | $259,107 | $0 | $54,347 | |||
| TODD DERRICK | |||||||||
| SR. DIR. GIFT/ESTATE PLANNING SVCS. | 2.00 | 38.00 | Yes (X) | $11,447 | $217,487 | $69,984 | |||
| BRIAN RIETZE | |||||||||
| CHIEF FINANCIAL OFFICER | 20.00 | 20.00 | $117,912 | $117,912 | $58,002 | Yes (X) | |||
| DASHA THOMAS | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $236,720 | $0 | $32,176 | |||
| JOHN KAMPERSCHROER | |||||||||
| SR. DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $183,319 | $0 | $37,869 | Yes (X) | |||
| RONALD SMICKER | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $138,673 | $0 | $39,844 | Yes (X) | |||
| LUZ MOSQUEDA | |||||||||
| ACCOUNTING MANAGER | 40.00 | 0.00 | $109,581 | $0 | $43,971 | Yes (X) | |||
| MELISSA FRIETAS | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $130,327 | $0 | $20,980 | Yes (X) | |||
| REGINA GRAHAM | |||||||||
| DIRECTOR OF CHURCH ENGAGEMENT | 40.00 | 0.00 | $113,443 | $0 | $25,105 | Yes (X) | |||
| NICOLE SHELLEY | |||||||||
| SECRETARY / OFFICE OPS MANAGER | 40.00 | 0.00 | $91,286 | $0 | $32,839 | Yes (X) | |||
| ROBERT CEREMSAK | |||||||||
| CHAIR / ACTING EXECUTIVE DIRECTOR | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| COLETTE COZEAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHERINE DRAKE | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID EMMANUEL GOATLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DANNY KUO | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOANNE MATHEW | |||||||||
| DIRECTOR (AS OF 10/2024) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL MEYER | |||||||||
| DIRECTOR (THROUGH 10/2024) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RUSS MICHEALSEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SHIRLEY MULLEN | |||||||||
| DIRECTOR (AS OF 10/2024) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES REA JR | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELE RUBY | |||||||||
| DIRECTOR (THROUGH 5/2024) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JODY VANDERWEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL VILLANUEVA | |||||||||
| VICE CHAIR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,391,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $335,399 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $415,117 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,424,937 | AllOtherContributionsAmt |
| Noncash Contributions | $128,077 | NoncashContributionsAmt |
| Total Contributions | $1,424,937 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COST RECOVERY ASSESSMENTS | 525920 | $5,411,413 | $5,411,413 |
| PRI INTEREST INCOME | 522200 | $1,452 | $1,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,412,865 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,192,919 | TotalRevenueColumnAmt |
| Exclusion | $1,192,919 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,151,849 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,257,197 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$105,348 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,348 | TotalRevenueColumnAmt |
| Exclusion | -$105,348 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBI FROM PASSTHROUGHS | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $216,503 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $216,503 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $216,503 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,141,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,412,865 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $216,503 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,087,571 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,924,700 | TotalAmt |
| Program Services | $3,924,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,522 | TotalAmt |
| Program Services | $964,565 | ProgramServicesAmt |
| Management And General | $75,435 | ManagementAndGeneralAmt |
| Fundraising | $49,522 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,471 | TotalAmt |
| Program Services | $1,396,551 | ProgramServicesAmt |
| Management And General | $109,219 | ManagementAndGeneralAmt |
| Fundraising | $71,701 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,178 | TotalAmt |
| Program Services | $155,972 | ProgramServicesAmt |
| Management And General | $12,198 | ManagementAndGeneralAmt |
| Fundraising | $8,008 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,302 | TotalAmt |
| Program Services | $317,208 | ProgramServicesAmt |
| Management And General | $24,808 | ManagementAndGeneralAmt |
| Fundraising | $16,286 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,592 | TotalAmt |
| Program Services | $167,847 | ProgramServicesAmt |
| Management And General | $13,127 | ManagementAndGeneralAmt |
| Fundraising | $8,618 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,910 | TotalAmt |
| Management And General | $10,910 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,512 | TotalAmt |
| Management And General | $80,512 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,257 | TotalAmt |
| Program Services | $112,431 | ProgramServicesAmt |
| Management And General | $232,826 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,953 | TotalAmt |
| Management And General | $127,953 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,156 | TotalAmt |
| Program Services | $40,078 | ProgramServicesAmt |
| Management And General | $20,039 | ManagementAndGeneralAmt |
| Fundraising | $20,039 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,464 | TotalAmt |
| Program Services | $26,742 | ProgramServicesAmt |
| Management And General | $54,722 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,162 | TotalAmt |
| Program Services | $71,714 | ProgramServicesAmt |
| Management And General | $143,448 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,533 | TotalAmt |
| Program Services | $41,125 | ProgramServicesAmt |
| Management And General | $71,180 | ManagementAndGeneralAmt |
| Fundraising | $13,228 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,736 | TotalAmt |
| Program Services | $92,868 | ProgramServicesAmt |
| Management And General | $46,434 | ManagementAndGeneralAmt |
| Fundraising | $46,434 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,952 | TotalAmt |
| Management And General | $6,952 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,486 | TotalAmt |
| Program Services | $3,495 | ProgramServicesAmt |
| Management And General | $6,991 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,414 | TotalAmt |
| Management And General | $14,414 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COST RECOVERY EXPENSES | $98,309 | $98,309 | |
| ALUMNI EVENTS | $19,868 | $19,868 | |
| OTHER TAXES/LICENSES | $4,936 | $4,936 | |
| REPAIRS & MAINTENANCE | $331 | $110 | $221 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,811 | TotalAmt |
| Program Services | $85,675 | ProgramServicesAmt |
| Management And General | -$32,864 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,776,555 | TotalAmt |
| Program Services | $7,519,258 | ProgramServicesAmt |
| Management And General | $1,023,461 | ManagementAndGeneralAmt |
| Fundraising | $233,836 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,784,061 | BOYAmt |
| EOY | $998,499 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,253,990 | BOYAmt |
| EOY | $70,265 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,190 | BOYAmt |
| EOY | $545,832 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,000 | BOYAmt |
| EOY | $350,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,456 | BOYAmt |
| EOY | $155,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $367,832 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $364,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,755 | BOYAmt |
| EOY | $3,269 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,114,530 | BOYAmt |
| EOY | $55,546,743 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,016,271 | BOYAmt |
| EOY | $176,861,127 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,475 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,150 | BOYAmt |
| EOY | $68,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,467,878 | BOYAmt |
| EOY | $234,599,861 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,592 | BOYAmt |
| EOY | $384,400 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,658 | BOYAmt |
| EOY | $216,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,096,456 | BOYAmt |
| EOY | $150,822,892 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,511,706 | BOYAmt |
| EOY | $151,423,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,912,202 | BOYAmt |
| EOY | $27,840,871 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,043,970 | BOYAmt |
| EOY | $55,335,031 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,956,172 | BOYAmt |
| EOY | $83,175,902 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,467,878 | BOYAmt |
| EOY | $234,599,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$634,679 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,102,102 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$247,693 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,805,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,358,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,512,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,870,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,424,937 | CurrentTaxYearAmt |
| Total | $42,972,662 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,805,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,358,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,512,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,870,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,424,937 | CurrentTaxYearAmt |
| Total | $42,972,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,712,253 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,260,409 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $351,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,192,919 | CurrentTaxYearAmt |
| Total | $2,557,985 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $215,003 | CurrentTaxYearAmt |
| Total | $429,835 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,990 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,962,472 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,572,502 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.28850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.27070 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PURSUANT TO TREASURY REGULATION SECTION 1.170A-9(F)(3), THE ORGANIZATION RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC, AS WELL AS FROM ACTIVITIES RELATED TO EXEMPT FUNCTIONS AND IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL SOURCES OF SUPPORT. THE ORGANIZATION IS REGISTERED AS A CHARITABLE SOLICITOR IN ALL STATES THAT REQUIRE REGISTRATION, WHICH HAS INCREASED FROM 1 STATE IN 2019 TO NEARLY ALL STATES REQUIRING REGISTRATION IN 2024. FUNDRAISING AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS ARE CARRIED OUT BY QUALIFIED STAFF MEMBERS AND SUPPORTED BY THE BOARD OF DIRECTORS. PROMOTION AND AVAILABILITY OF THE ORGANIZATION'S SERVICE OFFERINGS AND PHILANTHROPIC PROGRAMS IS ONGOING.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR ENDING DECEMBER 31, 2024, PUBLIC SUPPORT EQUALED 28.85%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT, AND REPRESENTS 1.78% INCREASE FROM THE PRIOR YEAR.(IV) SOURCES OF SUPPORT: THE ORGANIZATION REGULARLY RECEIVES PUBLIC SUPPORT FROM A NUMBER OF PEOPLE OVER A HANDFUL OF PROGRAMS. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1987 AND HAS SERVED INDIVIDUALS, FAMILIES, AND ORGANIZATIONS IN THE LOCAL COMMUNITY AND THROUGHOUT THE UNITED STATES SINCE THAT TIME. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM CONTRIBUTIONS TO ITS DONOR-ADVISED FUND PROGRAM AND ORGANIZATION-OWNED SCHOLARSHIPS AND ENDOWMENTS THAT SUPPORT FULLER THEOLOGICAL SEMINARY. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM SERVICE REVENUES RELATED TO EXEMPT FUNCTIONS FOR PHILANTHROPIC SERVICES PROVIDED TO THE PUBLIC, SUCH AS MANAGING A CHARITABLE TRUST PROGRAM, SERVING AS MANAGING MEMBER TO AN ENDOWMENT INVESTMENT ASSET POOL, AND MANAGING A CHARITABLE GIFT ANNUITY PROGRAM. GIVEN ITS LONG HISTORY AND STRONG REPUTATION, THE ORGANIZATION HAS ATTRACTED SOME WEALTHY INDIVIDUALS AND ORGANIZATIONS AS DONORS AND CLIENTS OF ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THESE WEALTHY DONORS AND CLIENTS CAN SKEW THE PUBLIC SUPPORT TEST DUE TO THE OFTEN SIGNIFICANT SIZE OF THE TRANSACTIONS, EVEN THOUGH THE TRANSACTION FREQUENCY AND ASSOCIATED WORK IS INSIGNIFICANT COMPARED TO THE OVERALL OPERATIONS AND ACTIVITIES OF THE ORGANIZATION WITH OTHER DONORS AND CLIENTS.(V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT IS CLOSELY ALIGNED WITH THE MISSION OF THE ORGANIZATION AND OFTEN SUPPORTS THE ORGANIZATION THROUGH CONTRIBUTIONS AND ENGAGEMENT IN ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THE MEMBERS OF THE BOARD OF DIRECTORS HAVE SIGNIFICANT EXPERIENCE AND EXPERTISE IN THE PROGRAMS AND ACTIVITIES OF THE ORGANIZATION.(VI) AVAILABILITY OF PUBLIC SERVICES: THE ORGANIZATION CONTINUES TO OFFER A WIDE ARRAY OF SERVICES AND PHILANTHROPIC OPPORTUNITIES TO THE PUBLIC IN ALIGNMENT WITH ITS MISSION. THERE ARE NO FORESEEABLE PLANS TO CHANGE THE AVAILABILITY OF THE ORGANIZATION'S OFFERINGS TO THE PUBLIC, AND CONTINUED PUBLIC SUPPORT IS ANTICIPATED. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 1,990. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 39 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $694,169 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,177,029 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,691,784 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,426,964 | BeginningYearBalanceAmt |
| Contributions | $363,596 | ContributionsAmt |
| Investment Earnings Or Losses | $3,523,203 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,777,717 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,007 | AdministrativeExpensesAmt |
| End Year Balance | $38,512,039 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,455,086 | BeginningYearBalanceAmt |
| Contributions | $511,007 | ContributionsAmt |
| Investment Earnings Or Losses | $4,251,868 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,769,772 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,225 | AdministrativeExpensesAmt |
| End Year Balance | $36,426,964 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,900,142 | BeginningYearBalanceAmt |
| Contributions | $588,800 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,040,372 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,982,765 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,719 | AdministrativeExpensesAmt |
| End Year Balance | $33,455,086 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,899,600 | BeginningYearBalanceAmt |
| Contributions | $163,758 | ContributionsAmt |
| Investment Earnings Or Losses | $3,602,430 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,752,980 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,666 | AdministrativeExpensesAmt |
| End Year Balance | $42,900,142 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,668,659 | BeginningYearBalanceAmt |
| Contributions | $1,158,118 | ContributionsAmt |
| Investment Earnings Or Losses | $5,670,286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,585,934 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,529 | AdministrativeExpensesAmt |
| End Year Balance | $40,899,600 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,894 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $280,669 | DepreciationAmt |
| Book Value | $3,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,269 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $132,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FULLER ENDOWMENT FUND LLC | $159,201,509 | F |
| LEGACY VENTURE VIII LLC | $1,987,133 | F |
| RVP OPP FUND II, LP | $320,135 | F |
| TIGER GLOBAL LP | $3,564,520 | F |
| WHITE OAK FIXED INCOME FUND C | $682,913 | F |
| OTHER SECURITIES | $10,972,917 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $176,861,127 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTED FUNDS HELD FOR SEMINARY | $115,431,355 |
| IRREVOC TRUSTS HELD FOR OTHERS | $20,281,052 |
| IRREVOC TRUSTS HELD FOR SEMINARY | $312,595 |
| LIFE INCOME & ESTATE OBLIGATIONS | $14,797,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $150,822,892 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT GENERAL OPERATIONS, SPECIFIC ENDOWED CHAIRS, AND SCHOLARSHIP FUNDS OF FULLER THEOLOGICAL SEMINARY AND OTHER CHARITABLE ORGANIZATIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,053,061 | RegionTotalExpendituresAmt |
| 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 | $1,053,061 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,053,061 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BOSKO | ||||||||
| 736 N WESTERN AVENUE SUITE 135 | LAKE FOREST | IL | 60045 | 208598257 | 501(C)(3) | $26,000 | $0 | GENERAL SUPPORT |
| CALVIN COLLEGE | ||||||||
| 3201 BURTON STREET SE | GRAND RAPIDS | MI | 49546 | 383071514 | 501(C)(3) | $24,000 | $0 | GENERAL SUPPORT |
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | ||||||||
| 100 LAKE HART DRIVE 2400 | ORLANDO | FL | 32832 | 330863088 | 501(C)(3) | $22,300 | $0 | GENERAL SUPPORT |
| CHRIST FOR THE CITY INTERNATIONAL INC | ||||||||
| 5855 N 90TH STREET | OMAHA | NE | 68134 | 470789700 | 501(C)(3) | $21,300 | $0 | GENERAL SUPPORT |
| CHURCH OF THE SERVANT | ||||||||
| 3835 BURTON STREET SE | GRAND RAPIDS | MI | 49546 | 237410095 | 501(C)(3) | $32,000 | $0 | GENERAL SUPPORT |
| COME AND SEE AFRICA | ||||||||
| 12102 NE PLANTATION ROAD | VANCOUVER | WA | 98685 | 203511372 | 501(C)(3) | $40,000 | $0 | GENERAL SUPPORT |
| COMMUNITY OF THE WORD INC | ||||||||
| 14556 CENTRAL AVENUE | CHINO | CA | 91710 | 261601585 | 501(C)(3) | $10,450 | $0 | GENERAL SUPPORT |
| CROSSROADS BIBLE CHURCH | ||||||||
| 15815 SE 37TH STREET | BELLEVUE | WA | 98006 | 910897868 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| CRU | ||||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | 956006173 | 501(C)(3) | $8,076 | $0 | GENERAL SUPPORT |
| EVANGELICAL FORMOSAN CHURCH SFV | ||||||||
| 7702 TAMPA AVE | RESEDA | CA | 91335 | 237086097 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| FAMILY LEADERSHIP INC | ||||||||
| 1477 E SHAW AVE SUITE 140 | FRESNO | CA | 93710 | 770537759 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| FIRST CHURCH OF THE NAZARENE OF PASADENA | ||||||||
| 3700 E SIERRA MADRE BOULEVARD | PASADENA | CA | 91107 | 951729619 | 501(C)(3) | $9,750 | $0 | GENERAL SUPPORT |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 180 N ADAMS STREET | WICKENBURG | AZ | 85390 | 860214610 | 501(C)(3) | $7,800 | $0 | GENERAL SUPPORT |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 809201051 | 953188150 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| FULLER THEOLOGICAL SEMINARY | ||||||||
| 135 N OAKLAND AVENUE | PASADENA | CA | 91182 | 951699394 | 501(C)(3) | $2,916,124 | $0 | GENERAL SUPPORT |
| HAND IN HAND FARM | ||||||||
| 35105 EDE ROAD | LEBANON | OR | 97355 | 273572044 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| IFESUSA | ||||||||
| PO BOX 436 | PLATTEVILLE | WI | 53818 | 263538114 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| INTERNATIONAL ARTS MOVEMENT | ||||||||
| 2050 CENTER AVENUE 320 | FORT LEE | NJ | 07024 | 134076426 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| INTERNATIONAL GENEROSITY FOUNDATION | ||||||||
| 1901 ULMERTON ROAD SUITE 400 | CLEARWATER | FL | 33762 | 843754469 | 501(C)(3) | $16,000 | $0 | GENERAL SUPPORT |
| INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES | ||||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | 251679348 | 501(C)(3) | $12,000 | $0 | GENERAL SUPPORT |
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | ||||||||
| PO BOX 7895 | MADISON | WI | 537077895 | 362171714 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| LEADERSHIP RESOURCES GROUP INC | ||||||||
| PO BOX 258 | HANSVILLE | WA | 98340 | 453816754 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| LOGOS EVANGELICAL SEMINARY | ||||||||
| 9358 TELSTAR AVE | EL MONTE | CA | 91731 | 954457666 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| MEN'S MINISTRY CATALYST | ||||||||
| PO BOX 182 | LITTLETON | CO | 801600182 | 680023605 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| NEW DOOR VENTURES | ||||||||
| 3221 20TH STREET | SAN FRANCISCO | CA | 94110 | 942780274 | 501(C)(3) | $22,500 | $0 | GENERAL SUPPORT |
| OFFICER'S CHRISTIAN FELLOWSHIP | ||||||||
| 4050 LEE VANCE DRIVE SUITE 330 | COLORADO SPRINGS | CA | 809187102 | 381415401 | 501(C)(3) | $7,400 | $0 | GENERAL SUPPORT |
| OPPORTUNITY INTERNATIONAL | ||||||||
| PO BOX 2826 | CAROL STREAM | IL | 601322826 | 540907624 | 501(C)(3) | $19,000 | $0 | GENERAL SUPPORT |
| SCHOLARLEADERS INTERNATIONAL | ||||||||
| 2065 HALF DAY ROAD T-2992 | DEERFIELD | IL | 60015 | 942923639 | 501(C)(3) | $5,500 | $0 | GENERAL SUPPORT |
| SHE IS SAFE | ||||||||
| 515 E CROSSVILLE ROAD SUITE 320 | ROSWELL | GA | 30075 | 223886094 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| ST JOHN THE BAPTIST ORTHODOX CHURCH | ||||||||
| 4718 E HORSEHAVEN AVENUE | POST FALLS | ID | 83854 | 820485313 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| STONERIDGE CHRISTIAN HIGH SCHOOL | ||||||||
| 2738 DAN WARD ROAD | MERCED | CA | 95348 | 770525158 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| THE CENTER FOR BECOMING | ||||||||
| 533 PACIFIC AVENUE | SOLANA BEACH | CA | 92075 | 853094256 | 501(C)(3) | $12,000 | $0 | GENERAL SUPPORT |
| THE OUTREACH FOUNDATION | ||||||||
| 381 RIVERSIDE DRRIVE SUITE 465 | FRANKLIN | TN | 37064 | 581375506 | 501(C)(3) | $48,050 | $0 | GENERAL SUPPORT |
| THE SALVATION ARMY | ||||||||
| 6605 UNIVERSITY AVE | SAN DIEGO | CA | 92115 | 941156347 | 501(C)(3) | $8,550 | $0 | GENERAL SUPPORT |
| THE TABLE COALITION | ||||||||
| PO BOX 77160 | CORONA | CA | 92877 | 237317473 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| THE VALLEY VINEYARD CHRISTIAN FELLOWSHIP | ||||||||
| 6642 RESEDA BOULEVARD | RESEDA | CA | 91335 | 953419526 | 501(C)(3) | $7,100 | $0 | GENERAL SUPPORT |
| THE VOICE OF THE MARTYRS | ||||||||
| 1815 SE BISON ROAD | BARTLESVILLE | OK | 74006 | 731395057 | 501(C)(3) | $60,000 | $0 | GENERAL SUPPORT |
| THE WEDGEWOOD CIRCLE | ||||||||
| 109 CENTER ST NORTH SUITE 102 | VIENNA | VA | 22180 | 263899171 | 501(C)(3) | $35,000 | $0 | GENERAL SUPPORT |
| TOUCH OF LOVE INTERNATIONAL (TOLI) | ||||||||
| 5785 NORTH UNION BOULEVARD | COLORADO SPRINGS | CO | 80918 | 273566719 | 501(C)(3) | $11,250 | $0 | GENERAL SUPPORT |
| WEDGWOOD CIRCLE | ||||||||
| 109 CENTER STREET NORTH SUITE 102 | VIENNA | VA | 22180 | 263899171 | 501(C)(3) | $27,000 | $0 | GENERAL SUPPORT |
| WHITWORTH UNIVERSITY | ||||||||
| 300 W HAWTHORNE ROAD | SPOKANE | WA | 99251 | 910473310 | 501(C)(3) | $10,360 | $0 | GENERAL SUPPORT |
| WINDRIDER INSTITUTE | ||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 202726607 | 501(C)(3) | $35,000 | $0 | GENERAL SUPPORT |
| YOUTH WITH A MISSION | ||||||||
| PO BOX 5417 | CHULA VISTA | CA | 91912 | 330604992 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR EXPENDITURE RESPONSIBILITY GRANTS, THE FOUNDATION FOLLOWS THE PROCEDURES SPECIFIED BY THE IRS FOR PRE-GRANT INQUIRY, AWARD DOCUMENTATION, MONITORING AND REPORTING ANNUALLY. FOR GRANTS OTHER THAN EXPENDITURE RESPONSIBILITY, SUCH GRANTS ARE UNCONDITIONAL GIFTS TO QUALIFIED 501(C)(3) PUBLIC CHARITIES; THE FOUNDATION DETERMINES THEY HAVE CURRENT QUALIFIED CHARITABLE STATUS PRIOR TO MAKING THE GRANT, IN RELIANCE ON IRS DETERMINATION DATA PUBLICLY AVAILABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAUREN YAMAOKA | ||||||||||||||
| SR. DIRECTOR OF DEV. & FOUNDATIONS | $248,107 | $0 | $11,000 | $0 | $0 | $0 | $33,977 | $0 | $20,370 | $0 | $313,454 | $0 | $0 | $0 |
| TODD DERRICK | ||||||||||||||
| SR. DIR. GIFT/ESTATE PLANNING SVCS. | $11,147 | $211,787 | $300 | $5,700 | $0 | $0 | $1,465 | $27,836 | $2,034 | $38,649 | $14,946 | $283,972 | $0 | $0 |
| BRIAN RIETZE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $112,412 | $112,412 | $5,500 | $5,500 | $0 | $0 | $15,051 | $15,051 | $13,950 | $13,950 | $146,913 | $146,913 | $0 | $0 |
| DASHA THOMAS | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $225,720 | $0 | $11,000 | $0 | $0 | $0 | $29,802 | $0 | $2,374 | $0 | $268,896 | $0 | $0 | $0 |
| JOHN KAMPERSCHROER | ||||||||||||||
| SR. DIRECTOR OF DEVELOPMENT | $182,319 | $0 | $1,000 | $0 | $0 | $0 | $20,667 | $0 | $17,202 | $0 | $221,188 | $0 | $0 | $0 |
| RONALD SMICKER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $137,673 | $0 | $1,000 | $0 | $0 | $0 | $12,301 | $0 | $27,543 | $0 | $178,517 | $0 | $0 | $0 |
| LUZ MOSQUEDA | ||||||||||||||
| ACCOUNTING MANAGER | $108,581 | $0 | $1,000 | $0 | $0 | $0 | $12,166 | $0 | $31,805 | $0 | $153,552 | $0 | $0 | $0 |
| MELISSA FRIETAS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $129,327 | $0 | $1,000 | $0 | $0 | $0 | $11,431 | $0 | $9,549 | $0 | $151,307 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS NOT COMPENSATED DURING 2024. |
| PART I, LINE 7 | THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED "NON-FIXED PAYMENTS" IN THAT DISCRETION (IN PART) WAS UTILIZED TO DETERMINE THE AMOUNT OF BONUS PAYMENT AND/OR WHETHER TO MAKE A BONUS PAYMENT. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD B DERRICK | PersonNm |
| Relationship With Org | KEY EMPLOYEE | RelationshipWithOrgTxt |
| Loan Purpose | REAL ESTATE CO-TENANCY AGREEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $350,000 | OriginalPrincipalAmt |
| Balance Due | $350,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $350,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $128,077 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS. HOWEVER, THE FORM 990 INSTRUCTIONS DEFINE "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. ACCORDINGLY, THE ORGANIZATION HAS ONE MEMBER: FULLER THEOLOGICAL SEMINARY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT AND BOARD CHAIR OF FULLER THEOLOGICAL SEMINARY SHALL EACH BE A DIRECTOR OF THE FULLER FOUNDATION DURING SUCH A PERIOD OF TIME AS HE OR SHE HOLDS SUCH OFFICE. ADDITIONALLY, THE FULLER THEOLOGICAL SEMINARY BOARD OF TRUSTEES SHALL SELECT ADDITIONAL VOTING MEMBERS OF THE BOARD OF THE FULLER FOUNDATION (SELECTED DIRECTORS"), SO LONG AS THE SEMINARY PRESIDENT, THE SEMINARY BOARD CHAIR, AND THE SELECTED DIRECTORS TOGETHER CONSTITUTE 49% (OR SUCH SMALLER NUMBER WHICH IS THE LARGEST POSSIBLE PERCENTAGE THAT DOES NOT EXCEED 49%) OF THE TOTAL NUMBER OF DIRECTORS OF THE FULLER FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COO / CFO OVERSEES THE INTERNAL ACCOUNTING TEAM THAT PROVIDES DOCUMENTATION TO THE OUTSIDE TAX PREPARER, WHO PREPARES THE FORM 990 AND SIGNS THE RETURNS AS PAID PREPARER. ONCE A DRAFT OF THE FORM 990 HAS BEEN RECEIVED FROM THE OUTSIDE TAX PREPARER, THE INTERNAL ACCOUNTING STAFF AND COO / CFO PERFORM A REVIEW. THE COO / CFO RELEASES A COPY TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL, AND THEN FORWARDS TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY, AND ALL OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE OF THE BOARD. OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IN 2017, DIRECTORS BEGAN PROVIDING WRITTEN AFFIDAVITS REGARDING THE ABSENCE OR EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT THAT A POTENTIAL CONFLICT OF INTEREST DID OCCUR, THE BOARD OF DIRECTORS WOULD REVIEW THE CIRCUMSTANCES CREATING THE POTENTIAL CONFLICT IN ACCORDANCE WITH CALIFORNIA CORPORATIONS CODE SECTION 5233. |
| FORM 990, PART VI, SECTION B, LINE 15B | DURING 2024, THE ORGANIZATION'S ACTING EXECUTIVE DIRECTOR WAS NOT COMPENSATED; ACCORDINGLY, FORM 990, PART VI, SECTION B, LINE 15A HAS BEEN ANSWERED "NO". IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES, THE PROCESS INCLUDES A DETAILED REVIEW AND APPROVAL BY AN INDEPENDENT BOARD COMMITTEE USING RECOMMENDATIONS BY EXECUTIVE MANAGEMENT. RECOMMENDATIONS ARE MADE BASED ON ITEMS SUCH AS THE EMPLOYEE'S PERFORMANCE, COST OF LIVING CHANGES, AND COMPARISONS TO SIMILAR ORGANIZATIONS. PERFORMANCE REVIEWS AND COMPENSATION ADJUSTMENTS ARE EVALUATED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FULLER FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE SPLIT INTEREST AGREEMENTS -31,190. UNRELATED BUSINESS INCOME NOT RECORDED ON BOOKS -216,503. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVANSTON DEVELOPMENT LLC | |||||||||||||||
| 608 N FAIR OAKS AVE UNIT 129 | PASADENA | CA | 91103 | 900655742 | INVESTMENTS | CA | N/A | 0 | 0 | ||||||
| FULLER ENDOWMENT FUND LLC | |||||||||||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91182 | 352579788 | INVESTMENTS | CA | 0 | Yes (1) | THE FULLER FOUNDATION | EXCLUDED | $2,196,849 | $40,584,832 | $25,483 | 0.29050 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FULLER INVESTMENT MANAGEMENT COMPANY | |||||||||||||
| 135 N OAKLAND AVENUE | PASADENA | CA | 91182 | 461707929 | INVESTMENT ADVISOR | DE | THE FULLER FOUNDATION | C | $697,979 | $244,127 | 1.00000 | Yes (1) | |
| CHARITABLE REMAINDER TRUSTS (4) | |||||||||||||
| SPLIT INTEREST CHARITABLE TRUST | CA | T | Yes (1) | N/A | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FULLER INVESTMENT MANAGEMENT COMPANY | ||
| O | $159,208 | BOOK VALUE |
| FULLER INVESTMENT MANAGEMENT COMPANY | ||
| M | $232,826 | BOOK VALUE |
| FULLER INVESTMENT MANAGEMENT COMPANY | ||
| Q | $74,589 | BOOK VALUE |
| FULLER ENDOWMENT FUND LLC | ||
| B | $2,788,099 | BOOK VALUE |
| FULLER ENDOWMENT FUND LLC | ||
| S | $2,044,363 | BOOK VALUE |