2019-05-13T08:50:30-05:00 2018-06-30 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2017-07-01 951699394 Fuller Theological Seminary FULL 6265845453 135 N Oakland Avenue Pasadena CA 911820001 Dale A Kemp Interim CFO 6265845453 2019-05-13 1 David C Moja P00747006 7145770988 139.146.132.42 2019-05-13 09:50:23 ED P FBC1F37AB6A42403C16CA70588B3258D3B4A9F46 D0B562F427CC3973271ACF1A8DD38A63DA62FBCE 2017 2019-02-21 02:37:17Z Mark Labberton 135 N Oakland Avenue Pasadena CA 911820001 61329602 0 X www.fuller.edu X 1947 CA Provides graduate degrees in Theology,Psychology,Intercultural Studies & operates Psych Center. 41 40 1367 40 818225 0 26643313 14300147 40432510 37224776 7229985 791651 681450 826575 74987258 53143149 6248028 6097230 0 0 38129911 39318929 0 0 2234118 25039282 21936656 69417221 67352815 5570037 -14209666 275398883 272224260 53378935 51268332 222019948 220955928 X The Seminary is an international, multi-denominational, post-baccalaureate school of religious learning that prepares students for a wide variety of Christian vocations through its schools of Theology, Psychology and Intercultural Studies. 0 0 29849387 3495613 18533166 School of Theology - 1,489 full-paid equivalent students served 10985558 1266250 5104160 School of Psychology - 286 full-paid equivalent students served 8097347 1241770 3440275 School of Intercultural Studies - 476 full-time equivalent students served 2256917 23489 36520 Urban Youth Certification Program 1192699 6050 1144540 Two Psychological Centers - Student trainees provided counseling services to members of the community. 64058 64058 2186925 Other Miscellaneous Programs 6654611 Auxiliary enterprise revenue 3513674 93597 10022596 52445966 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 1 3711 0 1 1367 1 1 1 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA WA X X Denise Rodrigues Controller 6265845453 135 N Oakland Avenue Pasadena CA 911820001 X Mark Labberton President/Trustee 40.00 X X 218386 0 96967 Clifford L Penner Trustee/Chairman 0.10 X X 0 0 0 C Jeffrey Wright Vice Chair/Trustee 0.10 X X 0 0 0 Daniel L Villanueva Treasurer/Trustee 0.10 X X 0 0 0 Robert M Anderson Trustee 0.10 X 0 0 0 Mary Vermeer Andringa Trustee 0.10 X 0 0 0 David L Bere Trustee 0.10 X 0 0 0 Russell J Bloem Trustee 0.10 X 0 0 0 Thomas G Bost Trustee 0.10 X 0 0 0 Nicholas E Brathwaite Trustee 0.10 X 0 0 0 William K Brehm Trustee 0.10 X 0 0 0 Wilma Jean Burch Trustee 0.10 X 0 0 0 Gaylen J Byker Trustee 0.10 X 0 0 0 Merlin W Call Trustee 0.10 X 0 0 0 Barbara H Carlsberg Trustee 0.10 X 0 0 0 Kevin T Chan Trustee 0.10 X 0 0 0 Peter Chao Trustee 0.10 X 0 0 0 Daniel L Chun Trustee 0.10 X 0 0 0 Andrew H Crouch Trustee 0.10 X 0 0 0 Evelyn W Freed Trustee 0.10 X 0 0 0 David Fung Trustee 0.10 X 0 0 0 Jeffery Hanson Trustee 0.10 X 0 0 0 Nathan O Hatch Trustee 0.10 X 0 0 0 T William Hoehn III Trustee 0.10 X 0 0 0 Anne M Huffman Trustee 0.10 X 0 0 0 James R Hunt Trustee 0.10 X 0 0 0 Bill Sung-Kook Hwang Trustee 0.10 X 0 0 0 Richard Kannwischer Trustee 0.10 X 0 0 0 Larry R Langdon Trustee 0.10 X 0 0 0 Tom Lin Trustee 0.10 X 0 0 0 Jim Mellado Trustee 0.10 X 0 0 0 Dennis K Metzler Trustee 0.10 X 0 0 0 Daniel D Meyer Trustee 0.10 X 0 0 0 Shirley A Mullen Trustee 0.10 X 0 0 0 John C Ortberg Jr Trustee 0.10 X 0 0 0 Jack D Samuelson Trustee 0.10 X 0 0 0 Meritt Lohr Sawyer Trustee 0.10 X 0 0 0 Larry A Smith Trustee 0.10 X 0 0 0 Jody A De Pree Vanderwel Trustee 0.10 X 0 0 0 Bill Voge part year Trustee 0.10 X 0 0 0 Grant A Wacker Trustee 0.10 X 0 0 0 Dale C Wong Trustee 0.10 X 0 0 0 Jon R Yasuda VP for Institutional Advan 40.00 X 174393 0 19309 Leonard J Moon VP for Finance/CFO 40.00 X 193509 0 23558 Joel B Green Provost and Senior VP 40.00 X 140720 0 112169 Irene Neller part year VP for Communications, Mkt 40.00 X 155684 0 3409 Tod E Bolsinger VP for Vocation and Format 40.00 X 92428 0 138682 William Joseph Clark Chief of Strategy and Staf 40.00 X 191321 0 25944 Mari Clements Interim Provost 40.00 X 132477 0 15838 Brent Assink Chief of Philanthropy 8.00 32.00 X 12500 0 0 Bernadette J Barber Executive Director, Human 40.00 X 140881 0 10815 John Kamperschroer Director of Development 40.00 X 142356 0 37213 Kimberly Odom Thompson Director - Development TX 40.00 X 147068 0 35014 Theopolis Cosse Chair & Exec. Director of 40.00 X 143993 0 3459 Justin Barrett Faculty School of Psychology 40.00 X 148635 0 21395 Richard J Mouw Former President/Trustee 40.00 X 150325 0 25779 2184676 0 569551 34 1 1 0 Rogelio Sanchez Painting 3400 E Milton St Pasadena CA 91107 Painter 167145 Ellucian Company LLC 4375 Fair Lakes Ct Fairfax VA 22033 Software Maintenance 163242 Siemens Industry Inc 1000 Deerfield Pkwy Buffalo Grove IL 60089 HVAC Maintenance 158871 Hassle Free Plumbing 3650 Shadow Grove Rd Pasadena CA 91107 Plumbing 140021 Centurylink PO Box 91155 Seattle WA 98111 Internet Service 135756 15 209542 14090605 464134 14300147 Tuition 611310 26754141 26754141 Auxiliary Services 623000 6654611 6654611 Psychological Center 611310 1144540 1144540 Fees 611310 890010 890010 1781474 1656895 124579 37224776 415010 415010 8350 8350 818225 0 818225 818225 818225 8563094 8186453 376641 376641 376641 53143149 37100197 818225 924580 6097230 6097230 1620490 613904 749688 256898 303697 303697 30588264 23744197 5522497 1321570 752167 585336 124845 41986 4096956 3659043 374514 63399 1957355 1487909 361125 108321 53435 331 53104 126765 126765 732610 5000 727610 2175010 1766903 390488 17619 390004 96900 293104 2387056 1592114 700432 94510 1278997 445536 824574 8887 5812 5812 5984131 5255683 728448 2024564 1570016 265562 188986 251159 202435 33055 15669 1936940 1904000 32940 2642851 2059000 574851 9000 63091 448 62643 Hospitality 887643 646426 134072 107145 License Fees 250726 49443 201283 Bad Debt Expense 219782 14782 205000 Other Equipment 190035 57195 132840 336045 282626 53291 128 67352815 52445966 12672731 2234118 10505530 3259514 160836 7881594 5868997 3340861 1567002 1856217 1215576 1303076 964493 689236 44751 30209 5506511 5629959 131547227 40462144 91064786 91085083 78478869 85192219 15299853 12543037 64721679 59413255 275398883 272224260 5444304 4439632 3962492 3822022 41222782 40559992 2749357 2446686 53378935 51268332 X 44627127 49479220 61029267 54128012 116363554 117348696 222019948 220955928 275398883 272224260 X -14209666 7285197 5860449 X X 0 1 X 1 1 1 X 16028864 24275872 13788851 26643313 14300147 95037047 16028864 24275872 13788851 26643313 14300147 95037047 16176376 78860671 1918774 2239168 1564090 1282553 5693500 12698085 49726 49726 1405092 931270 931270 3267632 111052490 188475864 0.71010 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2013 Amount: $ 1,405,092. 2014 Amount: $ 931,270. 2015 Amount: $ 931,270. Schedule A, Part II: The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. 130194012 833537 7374945 1832566 4560600 696674 131312654 122390454 7538936 8185518 1877953 4977189 1065754 130194012 121902692 282751 7620943 1770730 4716849 928353 122390454 127355458 1100869 830890 2028098 4745778 610649 121902692 94056630 4173270 36014002 1765031 4466685 656728 127355458 0.30000 0.70000 0 1 1 14578037 14578037 99779197 26846511 72932686 786063 786063 0 9891408 9150316 741092 6512522 3679254 2833268 91085083 Interest Rate Swap 667806 Beneficial Interest in Perpetual Tr 4073041 Interest in Investments of Financially Interrelated Entity 25674387 Interest in Net Assets of Financially Interrelated Entity 28998021 59413255 Annuities Payable 686791 Deposits 1057796 Assets Held for Auxiliary Organizat 168637 Perkins Loan Funds Repayable to Fed 533462 2446686 Part V, Line 4: The Organization's endowment consists of over 200 individual funds established for a variety of purposes, primarily for endowed chairs, endowed scholarships and other program related expenditures. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Non-discrimination policy is published in the course catalog and posted on the Fuller Website Schedule E, Part I, Line 6 Fuller Theological Seminary received funds for Student Financial Aid from the U.S. Department of Education, through the Federal Direct Loan Program, the Federal Graduate PLUS Loan Program, the Federal Work-Study Program and the Federal Perkins Loan Program. The Organizaiton is not receiving any new Perkins funds. 1 Grant in Aid for Students attending the Organizations Campuses in North America 1734 6097230 FMV Does not provide non-cash assistance. Part I, Line 2: The Organization only awards financial assistance or grant-in-aid to individuals who are designated to meet the educational expenses of students attending Fuller Theological Seminary. The Organization has established institutional policies for awarding and monitoring of financial assistance. Each award is done in accordance with the policies and compliance is monitored by senior management, to ensure that the amount and eligibility of individuals is in accordance with established policies. X X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Mark Labberton President/Trustee 215400 0 0 0 2986 0 56082 0 41617 0 316085 0 0 0 Jon R Yasuda VP for Institutional Advan 167129 0 0 0 7264 0 3623 0 16196 0 194212 0 0 0 Leonard J Moon VP for Finance/CFO 193178 0 0 0 331 0 4008 0 20113 0 217630 0 0 0 Joel B Green Provost and Senior VP 138534 0 0 0 2186 0 33124 0 79608 0 253452 0 0 0 Irene Neller part year VP for Communications, Mkt 149710 0 0 0 5974 0 3409 0 180 0 159273 0 0 0 Tod E Bolsinger VP for Vocation and Format 88752 0 0 0 3676 0 45595 0 93574 0 231597 0 0 0 William Joseph Clark Chief of Strategy and Staf 190824 0 0 0 497 0 4000 0 25449 0 220770 0 0 0 Bernadette J Barber Executive Director, Human 140658 0 0 0 223 0 2824 0 8403 0 152108 0 0 0 John Kamperschroer Director of Development 141324 0 0 0 1032 0 3023 0 34625 0 180004 0 0 0 Kimberly Odom Thompson Director - Development TX 146502 0 0 0 566 0 3083 0 32375 0 182526 0 0 0 Justin Barrett Faculty School of Psychology 148351 0 0 0 284 0 2417 0 19338 0 170390 0 0 0 Richard J Mouw Former President/Trustee 141666 0 0 0 8659 0 3209 0 22850 0 176384 0 0 0 Part I, Line 1a At times it is deemed necessary for the President and former President to travel first class due to length of travel and/or meeting preparation time required while in flight. The Seminary considers these instances as business related and therefore it is not included in taxable compensation. The Seminary occasionally reimburses for the travel of companions when there is a bonafide business purpose for the spouse to travel to a function or meeting. The Seminary provides a car allowance to select 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 reportable compensation on the employee's W-2. A portion of the President's, Provost and Senior Vice President's and Vice President's salary is approved by the Seminary as a housing allowance. Accordingly these amounts are not included in taxable compensation. The Seminary pays maid service for the Former President's residence. The cost was included as taxable compensation on his W-2. Joel Green Former Provost & Senior VP Incentive to Attract Key Employee X 500000 500000 0 1 1 Mark Labberton President Incentive to Attract Key Employee X 103076 103076 0 1 1 Tod Bolsinger VP for Vocation and Formation Incentive to Attract Key Employee X 300000 300000 0 1 1 Mari Clements Interim Provost Incentive to Attract Key Employee X 350000 350000 0 1 1 Wendy Walker Former Secretary Incentive to Attract Key Employee X 50000 50000 0 1 1 1303076 X 22 464134 Mkt Val at date of gift 0 0 1 0 Part I, Column (b): The number of contributions represents the number of contributions received, not the number of items donated. Form 990, Part VI, Section A, line 1 The Executive Committee is made up of 10 Trustees and includes the 3 major operational officers. The Executive Committee is to exercise the power and authority of the board between meetings of the board subject to limitation imposed by law or the board. The Executive Committee, however, shall have no power to elect new trustees, select a president or other chief executive officer, or approve any amendment of the Articles of Incorporation or bylaws. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the Controller and the office of the CFO. The Controller then provides a complete copy of the return to the chair of the audit committee and to all audit committee members for review. The audit committee follows up with the Controller and CFO on any questions that may arise and a meeting is held to discuss the Form 990 with the Controller, CFO, and indepdent CPA firm. Once all questions are adequately addressed and all corrections made, the audit committee approves the Form 990 and the Chair of the audit committee recommends approval by the full Board of Trustees. The finalized 990 is then provided to the full Board of Trustees prior to filing the return. Form 990, Part VI, Section B, line 12c Annually, officers, trustees and key employees are required to read the conflict of interest policy and to sign and return a completed conflict of interest statement. Throughout the year, any transactions undertaken by the Seminary are reviewed for instances of conflict of interest prior to entering into the agreement/transactions. If an instance of non compliance should occur, the Seminary would address it and make the necessary corrections if needed. Form 990, Part VI, Section B, line 15 The Organization receives from The Association of Theological Schools & The Commission on Accrediting a special purpose report titled "Institutional Peer Profile Report." This report references operating statistics, including salary ranges for all executives, faculty and staff. The report compares the Organization to a customized list of 20 comparable accredited institutions. Data from this report is utilized by the Executive Committee of the Board of Trustees to set executive salary ranges in a closely competitive and resource limited environment with consideration of effective performance of the individuals. The final decisions are reflected in the compensation packet provided to the President which would reference approval of the contract in the Executive Committee minutes. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are made available upon request. In addition, our tax return is posted on Guidestar and both our annual audit and tax returns (both the Form 990 and 990-T) are available through our Fuller (external) and Portico (Internal) websites. Form 990, Part VII, column (F): Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C. Form 990, Part VII, column (F): The Former President is still being paid because he is now a faculty member. In accordance with the Form 990 reporting rules, his compesnation is required to be reported because he was President in the last 5 years. Form 990, Part XI, line 9: Change in Interest in Net Assets of Financially Interrelated Entity 2,216,073. Change in Interest in Investments of Financially Interrelated Entity 2,604,889. Change in Interest Rate Swap 1,085,401. Change in Value of Split Interest Agreements -49,557. Reclass Adjustment from Audit 3,643. Form 990, Part XII, Line 2c The organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. CGF Properties LLC 135 N Oakland Ave Pasadena CA 91101 Support of Fuller Theological Seminary CA 5068813 34257937 Fuller Theological Seminary CEF Properties LLC 135 N Oakland Ave Pasadena CA 91101 Support of Fuller Theological Seminary CA 22492 24247 Fuller Theological Seminary The Fuller Foundation 385 E Colorado Blvd Suite 250 Pasadena CA 91101 954124436 Support religious, charitable, educational, literary and scientific purposes CA 501(c)(3) Line 7 N/A 0 Charitable Remainder Unitrust (7) Beneficial Interest in Charitable Remainder Unitrust CA T 0 Charitable Remainder Annuity Trust (1) Beneficial Interest in Charitable Remainder Annuity Trust CA T 0 Perpetual Trust (1) Beneficial Interest in Perpetual Trust CA T 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 The Fuller Foundation K The Fuller Foundation O The Fuller Foundation P