FULLER THEOLOGICAL SEMINARY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FULLER THEOLOGICAL SEMINARY (EIN 95-1699394)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201331309349301668
- Schema version
- 2011v1.5
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T10:49:24-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951699394 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fuller Theological Seminary | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FULL | NameControl |
| Phone | 6265845453 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N Oakland Avenue | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 911820001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Ward | Name |
| Title | VP for Finance | Title |
| Phone | 6265845460 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John Ward | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N Oakland Avenue | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 59991434 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.fuller.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Provides graduate degrees in Theology,Psychology,Intercultural Studies,operates a Psych Center. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1213 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 22842 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -7543 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24244026 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11272842 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 40967071 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39990056 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2926630 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5840723 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2028803 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1448523 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 70166530 | TotalRevenuePriorYear |
| Total Revenue Current Year | 58552144 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4462901 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4958775 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29736574 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30467241 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2632084 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25056651 | OtherExpensePriorYear |
| Other Expenses Current Year | 23068935 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 59256126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58494951 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10910404 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 57193 | RevenuesLessExpensesCY |
| Total Assets BOY | 283353490 | TotalAssetsBOY |
| Total Assets EOY | 287246293 | TotalAssetsEOY |
| Total Liabilities BOY | 80392596 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 82715913 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 202960894 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 204530380 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Seminary is an international, multi-denominational, post-bacculaureate school of religious learning that prepares students for a wide variety of Christian vocations through its schools of Theology, Psychology and Intercultural Studies. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26047037 | Expense |
| Grants | 2104852 | Grants |
| Revenue | 19701703 | Revenue |
| Description | School of Theology - 1,092 full-paid equivalent students served | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6616437 | Expense |
| Grants | 1219052 | Grants |
| Revenue | 6465323 | Revenue |
| Description | School of Psychology - 243 full-paid equivalent students served | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6837644 | Expense |
| Grants | 613825 | Grants |
| Revenue | 5205536 | Revenue |
| Description | School of Intercultural Studies - 269 full-paid equivalent students served | Description |
Activity Other ActivityOther (9 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 580288 | 0 | 604249 | Psychological Center - Student trainees provided counseling services to members of the community. |
| 94633 | Urban Youth Certification Program | ||
| 279674 | Other Misc Programs | ||
| 132596 | Conference and Program Event Revenue | ||
| 369489 | Miscellaneous Income | ||
| 777063 | Cost Recovery Revenues | ||
| 13324 | Sales of Instructional Materials | ||
| 2312 | Miscellaneous Royalties on Educational Publications | ||
| 898 | Net Income from Sale of Books to Students |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 580288 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2274238 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 40081406 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 226 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1213 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Denise Rodrigues Controller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6265845453 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N Oakland Avenue | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 911820001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Robert M Anderson | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Mary Vermeer Andringa | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| David L Bere | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Judy G Bergman | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Russell J Bloem | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Thomas G Bost | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| William K Brehm | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Gaylen J Byker | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Merlin W Call | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Barbara H Carlsberg | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Peter Chao | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Daniel L Chun | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Andrew H Crouch | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Mary Jane Dellenback | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Evelyn W Freed | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Nathan O Hatch | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Theodore W Hoehn III | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Anne M Huffman | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| James R Hunt | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Bill Sung-Kook Hwang | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Larry R Langdon | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Dennis K Metzler | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Daniel D Meyer | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Shirley A Mullen | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| John C Ortberg Jr | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Clifford L Penner | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Jack D Samuelson | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Meritt Lohr Sawyer | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Larry A Smith | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Jody A De Pree Vanderwel | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Daniel L Villanueva | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Grant A Wacker | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Gail T Weyerhaeuser | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Dale C Wong | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| C Jeffrey Wright | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Brian T Prinn | |||||||
| Treasurer/Trustee | 0.00 | X | 0 | 0 | 0 | X | |
| Richard J Mouw | |||||||
| President/Trustee | 40.00 | X | 235426 | 0 | 39414 | X | |
| Joe B Webb | |||||||
| VP for Institutional Advan | 40.00 | 125544 | 0 | 35446 | X | ||
| John Ward | |||||||
| VP for Finance | 40.00 | 148354 | 0 | 25538 | X | ||
| Wendy Balzer | |||||||
| VP for Enrollment | 40.00 | 124297 | 0 | 14212 | X | ||
| Wendy S Walker | |||||||
| Secretary | 40.00 | 69717 | 0 | 13092 | X | ||
| Charles D McConnell | |||||||
| Provost and Senior VP | 40.00 | 106714 | 0 | 79471 | X | ||
| Scott Cormode | |||||||
| Faculty, School of Theology | 40.00 | 109405 | 0 | 84956 | X | ||
| Steven Simpson | |||||||
| Faculty, School of Psychology | 40.00 | 115770 | 0 | 33705 | X | ||
| Walter C Wright | |||||||
| Exec Director DepreeCenter | 40.00 | 112113 | 0 | 66241 | X | ||
| Earl Frederick Messick | |||||||
| Associate VP for Public Affairs | 40.00 | 106992 | 0 | 19778 | X | ||
| David D Bundy | |||||||
| Associate Provost | 40.00 | 133238 | 0 | 27581 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1387570 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 439434 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Grendel Construction | |||||
| 423 Molino Street | Los Angeles | CA | 90013 | Construction | 524906 |
| Rogelio Sanchez Painting | |||||
| 3400 E Milton St | Pasadena | CA | 91107 | Painter | 299105 |
| Royal Oaks Renovation | |||||
| 3731 Los Amigos Street | La Crescenta | CA | 91214 | Construction | 217791 |
| ValleyCrest Landscape Maintenance | |||||
| PO Box 57515 | Los Angeles | CA | 90074 | Landscape | 165183 |
| West Coast Roofing | |||||
| 167 N San Marino Ave | Pasadena | CA | 91107 | Construction | 155738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 163971 | GovernmentGrants |
| All Other Contributions | 11108871 | AllOtherContributions |
| Noncash Contributions | 206155 | NoncashContributions |
| Total Contributions | 11272842 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition | 611310 | 31207179 | 31207179 | ||
| Auxiliary Services | 721110 | 7638938 | 22842 | $7,616,096 | |
| Psychological Center | 611310 | 604249 | 604249 | ||
| Fees | 611310 | 539690 | 539690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39990056 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1229320 | TotalRevenueColumn |
| Exclusion | $1,229,320 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2312 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6040754 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1429351 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4611403 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4611403 | TotalRevenueColumn |
| Exclusion | $4,611,403 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 10837 | GrossSalesOfInventory |
| Cost Of Goods Sold | 9939 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 898 | TotalRevenueColumn |
| Related Or Exempt Function Income | 898 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1445313 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1292472 | RelatedOrExemptFunctionIncome |
| Exclusion | $152,841 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1445313 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58552144 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33646800 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 22842 | UnrelatedBusinessRevenue |
| Exclusion | $13,609,660 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4958775 | Total |
| Program Services | 4958775 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 984658 | Total |
| Program Services | 148478 | ProgramServices |
| Management And General | 675326 | ManagementAndGeneral |
| Fundraising | 160854 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23308162 | Total |
| Program Services | 18279338 | ProgramServices |
| Management And General | 3915285 | ManagementAndGeneral |
| Fundraising | 1113539 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1649570 | Total |
| Program Services | 1306085 | ProgramServices |
| Management And General | 140997 | ManagementAndGeneral |
| Fundraising | 202488 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3153311 | Total |
| Program Services | 2467084 | ProgramServices |
| Management And General | 352322 | ManagementAndGeneral |
| Fundraising | 333905 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1371540 | Total |
| Program Services | 1048356 | ProgramServices |
| Management And General | 154417 | ManagementAndGeneral |
| Fundraising | 168767 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16180 | Total |
| Management And General | 16180 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44936 | Total |
| Program Services | 21712 | ProgramServices |
| Management And General | 23224 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121119 | Total |
| Management And General | 121119 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914882 | Total |
| Management And General | 914882 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2236118 | Total |
| Program Services | 1912713 | ProgramServices |
| Management And General | 271660 | ManagementAndGeneral |
| Fundraising | 51745 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329014 | Total |
| Program Services | 135146 | ProgramServices |
| Management And General | 188843 | ManagementAndGeneral |
| Fundraising | 5025 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2506736 | Total |
| Program Services | 1432749 | ProgramServices |
| Management And General | 934375 | ManagementAndGeneral |
| Fundraising | 139612 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1195203 | Total |
| Program Services | 382421 | ProgramServices |
| Management And General | 768032 | ManagementAndGeneral |
| Fundraising | 44750 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5576729 | Total |
| Program Services | 2970535 | ProgramServices |
| Management And General | 2606019 | ManagementAndGeneral |
| Fundraising | 175 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1931961 | Total |
| Program Services | 1443944 | ProgramServices |
| Management And General | 348396 | ManagementAndGeneral |
| Fundraising | 139621 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212227 | Total |
| Program Services | 168900 | ProgramServices |
| Management And General | 33694 | ManagementAndGeneral |
| Fundraising | 9633 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2684291 | Total |
| Management And General | 2684291 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3077380 | Total |
| Program Services | 2253111 | ProgramServices |
| Management And General | 795348 | ManagementAndGeneral |
| Fundraising | 28921 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1183 | Total |
| Management And General | 1183 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Hospitality | 860352 | 498828 | 137556 | 223968 |
| Academic Materials | 563783 | 129514 | 434269 | 0 |
| Miscellaneous Expense | 328961 | 306666 | 21324 | 971 |
| Other Expense | 279144 | 87624 | 191520 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188736 | Total |
| Program Services | 129427 | ProgramServices |
| Management And General | 51199 | ManagementAndGeneral |
| Fundraising | 8110 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58494951 | Total |
| Program Services | 40081406 | ProgramServices |
| Management And General | 15781461 | ManagementAndGeneral |
| Fundraising | 2632084 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2596929 | BOY |
| EOY | 3624851 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11976 | BOY |
| EOY | 12684 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2026064 | BOY |
| EOY | 1611427 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3978057 | BOY |
| EOY | 3145180 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 799000 | BOY |
| EOY | 475000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2143244 | BOY |
| EOY | 2060492 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162409 | BOY |
| EOY | 120387 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6122047 | BOY |
| EOY | 6190561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 125052691 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31725478 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93315369 | BOY |
| EOY | 93327213 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65587757 | BOY |
| EOY | 66438140 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26747963 | BOY |
| EOY | 26183611 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79862675 | BOY |
| EOY | 84056747 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283353490 | BOY |
| EOY | 287246293 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7196027 | BOY |
| EOY | 2612630 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4410975 | BOY |
| EOY | 4503721 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52812500 | BOY |
| EOY | 52137500 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6253220 | BOY |
| EOY | 10982549 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42003 | BOY |
| EOY | 16238 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9677871 | BOY |
| EOY | 12463275 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80392596 | BOY |
| EOY | 82715913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39884475 | BOY |
| EOY | 32945350 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64113976 | BOY |
| EOY | 69499094 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98962443 | BOY |
| EOY | 102085936 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202960894 | BOY |
| EOY | 204530380 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283353490 | BOY |
| EOY | 287246293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 57193 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1512293 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 165587336 | BeginningOfYearBalance |
| Contributions | 7053292 | Contributions |
| Investment Earnings Or Losses | 8300812 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -4240073 | GrantsOrScholarships |
| Other Expenditures | -4369212 | OtherExpenditures |
| Administrative Expenses | -900065 | AdministrativeExpenses |
| End Of Year Balance | 171432090 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 136044850 | BeginningOfYearBalance |
| Contributions | 15891428 | Contributions |
| Investment Earnings Or Losses | 20499957 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -2487695 | GrantsOrScholarships |
| Other Expenditures | -3180327 | OtherExpenditures |
| Administrative Expenses | -1180877 | AdministrativeExpenses |
| End Of Year Balance | 165587336 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86132484 | BeginningOfYearBalance |
| Contributions | 70339751 | Contributions |
| Investment Earnings Or Losses | -14980638 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1633100 | GrantsOrScholarships |
| Other Expenditures | -2713720 | OtherExpenditures |
| Administrative Expenses | -1099927 | AdministrativeExpenses |
| End Of Year Balance | 136044850 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 104667942 | BeginningOfYearBalance |
| Contributions | 5512093 | Contributions |
| Investment Earnings Or Losses | -18194080 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -2114651 | GrantsOrScholarships |
| Other Expenditures | -2615053 | OtherExpenditures |
| Administrative Expenses | -1123767 | AdministrativeExpenses |
| End Of Year Balance | 86132484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.08820 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62610 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.28570 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14214802 | OtherCostOrOtherBasis |
| Book Value | 14214802 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 97783352 | OtherCostOrOtherBasis |
| Depreciation | 23258883 | Depreciation |
| Book Value | 74524469 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 655609 | OtherCostOrOtherBasis |
| Depreciation | 327455 | Depreciation |
| Book Value | 328154 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11220346 | OtherCostOrOtherBasis |
| Depreciation | 8003393 | Depreciation |
| Book Value | 3216953 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1178582 | OtherCostOrOtherBasis |
| Depreciation | 135747 | Depreciation |
| Book Value | 1042835 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 93327213 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Trust Deeds & Notes Rec | 11761774 | C |
| Cash & Cash Equivalents | 695224 | F |
| Money Market Funds | 13726613 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 26183611 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Beneficial Interest in Perpetual Tr | 3278542 |
| Interest in Investments of Financially Interrelated Entity | 50399252 |
| Interest in Net Assets of Affiliate | 30378953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 84056747 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities Payable | $187,693 |
| Deposits | $945,575 |
| Assets Held for Auxiliary Organizat | $103,884 |
| Advances From Affiliate | $1,200,000 |
| Perkins Loan Funds Repayable to Fed | $1,208,399 |
| Interest Rate Swap | $7,254,810 |
| Preoria Repurchase Liability | $1,562,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12463275 | TotalOfAmounts |
| Total Revenue | 58552144 | TotalRevenue |
| Total Expenses | 58494951 | TotalExpenses |
| Excess Or Deficit For Year | 57193 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6063596 | NetUnrealizedGLOnInvestments |
| Other | $7,575,889 | OtherAmount |
| Total Adjustments | 1512293 | TotalAdjustments |
| Excess Or Deficit Per FS | 1569486 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 55263201 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6063596 | NetUnrealizedGainsInvestments |
| Other Revenues | 2763165 | OtherRevenues |
| Revenue Not Rptd F990 | -3300431 | RevenueNotRptdF990 |
| Revenue Subtotal | 58563632 | RevenueSubtotal |
| Other Revenues Not Included | -11488 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -11488 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 58552144 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50570817 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -2045303 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -2045303 | ExpensesNotRptdF990 |
| Expenses Subtotal | 52616120 | ExpensesSubtotal |
| Other Expenses Not Included | 5878831 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5878831 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 58494951 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | 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. |
| Part XI, Line 8 - Other Adjustments: | Reclass Adjustment from Audit 1,549. Change in Interest in Net Assets of Financially Interelated Entity 8,686,851. Change in Interest Rate Swap -3,122,898. Gain on Disposal of Assets 66,150. Abandonment Loss -111,005. Gain/Loss on Litigation Settlements 2,055,242. Total to Schedule D, Part XI, Line 8: 7,575,889. | |
| Part XII, Line 2d - Other Adjustments: | Scholarships -4,958,775. Change in Net Assets of Financially Interrelated Entity 8,686,851. Assessment Fees -914,882. Interest Expense on TFF Settlement Agreement -5,174. Loss on Disposal of Asset -111,005. Gain on Sale of Asset 66,150. | |
| Part XII, Line 4b - Other Adjustments: | Bookstore Cost of Goods Sold -9,939. Misc. Account Reclassifications -1,549. | |
| Part XIII, Line 2d - Other Adjustments: | Bookstore Cost of Goods Sold 9,939. Recovery of Litigation Settlement -2,055,242. | |
| Part XIII, Line 4b - Other Adjustments: | Scholarships 4,958,775. Assessment Fees 914,882. Interest Expense on TFF Settlement Agreement 5,174. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | Non-discrimination policy is published in the course catalog and posted on the Fuller Website |
| Explanation of Government Financial Assistance | 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. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | South Asia - South Korea | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Academic Support for Theological Education | SpecificServicesProvided |
| Total Expenditures | 126395 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 126395 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 126395 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, Part I, Line 2: The Organization only has revenue and expenses outside the U.S. related to program service activities. |
| Method Used to Acccount for Expenditures: | Schedule F, Part I, Line 3: All expenditures are accounted for on the accrual basis of accounting, and expenditures for program service activities are supported by appropriate documentation. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Grant in Aid for Students attending the Organizations Campuses in North America | TypeOfGrant |
| Number Of Recipients | 1806 | NumberOfRecipients |
| Amount Of Cash Grant | 4958775 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Does not provide non-cash assistance. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Organization only awards financial assistance or grant-in-aid to individuals 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 accordince 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard J Mouw | |||||||||||||
| 229426 | 0 | 0 | 0 | 6000 | 0 | 16223 | 0 | 23704 | 0 | 275353 | 0 | 0 | 0 |
| Joe B Webb | |||||||||||||
| 119544 | 0 | 0 | 0 | 6000 | 0 | 9104 | 0 | 26752 | 0 | 161400 | 0 | 0 | 0 |
| John Ward | |||||||||||||
| 145354 | 0 | 0 | 0 | 3000 | 0 | 6489 | 0 | 19487 | 0 | 174330 | 0 | 0 | 0 |
| Charles D McConnell | |||||||||||||
| 98528 | 0 | 0 | 0 | 8186 | 0 | 21975 | 0 | 57967 | 0 | 186656 | 0 | 0 | 0 |
| Scott Cormode | |||||||||||||
| 92905 | 0 | 0 | 0 | 16500 | 0 | 13489 | 0 | 71758 | 0 | 194652 | 0 | 0 | 0 |
| Walter C Wright | |||||||||||||
| 90113 | 0 | 0 | 0 | 22000 | 0 | 21701 | 0 | 44693 | 0 | 178507 | 0 | 0 | 0 |
| David D Bundy | |||||||||||||
| 127988 | 0 | 0 | 0 | 5250 | 0 | 7931 | 0 | 20006 | 0 | 161175 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The Seminary provides a car allowance to all officers who are also employees of the Organization. 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. |
| Part I, Line 1b | All other expense reimbursements are subject to the Organization's Expense and Travel Reimbursement Policy. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Fuller Theological Seminary | |||||||
| 951699394 | 196458WD1 | 2004-03-16 | 34500000 | Finance construction of 179 units of student housing on the Pasadena campus | 1 | 0 | 0 |
| Fuller Theological Seminary | |||||||
| 951699394 | 19645RFG1 | 2008-04-08 | 20710000 | Finance library addition, purchase of faculty housing and capital improvemnt | 1 | 0 | 0 |
| Fuller Theological Seminary | |||||||
| 951699394 | 2011-02-25 | 52980000 | Provide funds to defease the 2004 and 2008 issues | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|
| 2006 | 0 | 0 | 1 | 1 |
| 2009 | 0 | 0 | 1 | 1 |
| 2011 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| 0 | 1 | 0 | 0 | 0 | 0 | ||||||
| (no name) | |||||||||||
| 0 | 1 | 0 | 0 | 0 | 0 | ||||||
| Wells Fargo Bank | |||||||||||
| 0 | 1 | 1 | 1 | 0 | 0 | (3) and US Bank (1) | 0 | 0 | Bayern LB | 7.000000000000 | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990 - Schedule K - Section 3 Part IV | Identifier |
| Return Reference | Detail of Interest Rate SWAPs related to 2011 Bond Issue | ReturnReference |
| Explanation | The Organization had three SWAPs associated with its prior 2004 and 2008 bond issues that were transferred to the new 2011 bond issue. Bank Effective Date Notational Amount Termination Issue Wells Fargo Bank 9/1/05 $20,000,000 8/1/15 04 Wells Fargo Bank 5/1/06 $10,000,000 8/1/35 04 Wells Fargo Bank 6/2/08 $10,000,000 8/1/28 08 In addition the Organization entered into another forward SWAP associated with the new 2011 bond issue. US Bank 8/3/15 $18,500,000 3/1/18 11 | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| David D Bundy | ||||||
| Incentive to Attract Key Employee | X | $150,000 | 0 | 0 | 1 | 1 |
| Wendy S Walker | ||||||
| Incentive to Attract Key Employee | X | $50,000 | 50000 | 0 | 1 | 1 |
| Charles D Mc Connell | ||||||
| Incentive to Attract Key Employee | X | $275,000 | 275000 | 0 | 1 | 1 |
| Scott Cormode | ||||||
| Incentive to Attract Key Employee | X | $150,000 | 150000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 475000 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| John Ward | Officer | 3000 | Tuition |
| David D Bundy | Highly Compensated Employee | 5250 | Tuition |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 206155 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Mkt Val at date of gift | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is compiled by the Controller using CCH Engagement and Tax software. Information is verified against the Seminary's audited financial statements. All supporting information is filed in a tax work binder. Once the Form 990 and its supporting schedules and information are complete a copy of the return is furnished to the chair of the audit committee and to all audit committee members for review along with a procedural memo on the process followed by the Controller to ensure that the Form 990 is both accurate and complete. The audit committee follows up with the Controller and VP for Finance 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. A copy of the finalized 990 is then distributed 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 5: | Net unrealized losses on investments: -6,063,596. Reclass Adjustment from Audit 1,549. Change in Interest in Net Assets of Financially Interelated Entity 8,686,851. Change in Interest Rate Swap -3,122,898. Gain on Disposal of Assets 66,150. Abandonment Loss -111,005. Gain/Loss on Litigation Settlements 2,055,242. Total to Form 990, Part XI, Line 5: 1,512,293. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XII, Line 2c | There has been no change in the process followed by the Audit Committee from the prior year. | Explanation for Audit Committee Roles |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fuller Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N Los Robles AveSte 660 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954124436 | EIN |
| Primary Activities | Support religious, charitable, educational, literary and scientific purposes | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 170(b)(1)(A)(vi) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |