2015-05-14T09:26:29-05:00 2014-06-30 990 2013-07-01 951699394 Fuller Theological Seminary FULL 6265845453 135 N Oakland Avenue Pasadena CA 911820001 John Ward VP for Finance 6265845460 2015-05-13 2013 2016-02-25 16:41:14Z John Ward 135 N Oakland Avenue Pasadena CA 91182 64000146 0 X www.fuller.edu X 1947 CA Provides graduate degrees in Theology,Psychology,Intercultural Studies,operates a Psych Center. 39 39 1328 0 27823 -1522 12493387 16028864 39108549 37527456 2154724 4661060 908422 1424152 54665082 59641532 5061923 5341211 0 0 32757714 33541840 0 0 2351598 23804310 26811576 61623947 65694627 -6958865 -6053095 285912860 318837490 75186246 73641739 210726614 245195751 X 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. 0 0 29556789 2740354 18373693 School of Theology - 1,018 full-paid equivalent students served 12481635 1317152 6216583 School of Psychology - 238 full-paid equivalent students served 5855807 964928 4510617 School of Intercultural Studies - 239 full-paid equivalent students served 675211 0 576948 Psychological Center - Student trainees provided counseling services to members of the community. 764932 95127 128963 Urban Youth Certification Program 223650 223650 287076 Other Miscellaneous Programs 354983 Conference and Event Program Revenue 444625 Miscellaneous Income 454883 Cost Recovery Revenues 19307 Sales of Instructional Materials 19060 Miscellaneous Royalties on Educational Publications 1663793 318777 2285845 49558024 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 205 0 1 1328 1 1 1 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Denise Rodrigues Controller 6265845453 135 N Oakland Avenue Pasadena CA 911820001 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 David K Gibbons Trustee 0.00 X 0 0 0 Nathan O Hatch Trustee 0.00 X 0 0 0 T William 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 Richard Kannwischer Trustee 0.00 X 0 0 0 Charles Kim 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 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 Daniel L Villanueva Treasurer/Trustee 0.00 X X 0 0 0 Mark Labberton President/Trustee 40.00 X X 150704 0 88837 John R Yasuda VP for Institutional Advan 40.00 X 151910 0 9558 John Ward VP for Finance 40.00 X 154887 0 20500 Wendy Balzer VP for Enrollment 40.00 X 132342 0 6196 Wendy S Walker Secretary 40.00 X 77132 0 7762 Charles D McConnell Provost and Senior VP 40.00 X 134668 0 64742 Mary H Given VP for Alumni and Church R 40.00 X 94025 0 17617 Stephen Simpson Faculty, School of Psychol 40.00 X 115723 0 24398 Justin Barrett Faculty, School of Psychol 40.00 X 128033 0 18475 Gideon J Strauss Executive Director - Max D 40.00 X 129890 0 18475 Joseph Davison Director - Brehm Center 40.00 X 140936 0 13835 James L Furrow Faculty, School of Psychol 40.00 X 115012 0 85 Richard J Mouw President/Trustee 40.00 X 239515 0 20372 1764777 0 310852 18 1 1 0 Rogelio Sanchez Painting 3400 E Milton St Pasadena CA 91107 Painter 234785 ABM Services Inc File 53120 Los Angeles CA 90074 Janitorial Service 128271 ValleyCrest Landscape Maintenance PO Box 57515 Los Angeles CA 90074 Landscape 128059 Post Alarm Systems 47 E St Joseph St Arcadia CA 91066 Security Service 106632 4 178080 15850784 16028864 Tuition 611310 29020496 29020496 Auxiliary Services 721110 7433576 27823 7405753 Psychological Center 611310 576948 576948 Fees 611310 496436 496436 37527456 1899714 1899714 19060 19060 7119960 4358614 2761346 2761346 2761346 1405092 1273798 131294 1405092 59641532 31386738 27823 12198107 5341211 5341211 1497473 148112 1035431 313930 25310013 20327153 3714485 1268375 829693 829693 4382291 3411374 786105 184812 1522370 1162770 269743 89857 37969 37969 97856 42352 55504 127160 127160 666714 666714 2536723 2091939 399911 44873 449834 196745 252667 422 4948268 3117210 1745232 85826 1182355 364921 762199 55235 7128233 4930175 2198035 23 1923294 1493445 291454 138395 254042 184372 50804 18866 2285499 2232487 53012 3016062 2312047 676014 28001 21922 8500 13422 Hospitality 1061042 617724 321871 121447 Miscellaneous Expense 275199 231628 43123 448 Other Equipment 195575 176393 19182 0 Academic Materials 107292 90457 16835 0 496537 247316 248133 1088 65694627 49558024 13785005 2351598 2485218 2556186 159209 159861 1862661 2797359 4868130 3904956 325000 1128076 1978037 1595873 105037 102724 6004294 5841175 118953374 29468923 90652731 89484451 76271574 110101424 13815904 14638957 87385065 86526448 285912860 318837490 2937738 2664240 4451168 4427377 51437500 50698750 6124986 7430542 10234854 8420830 75186246 73641739 X 35707114 54774301 69222381 80137013 105797119 110284437 210726614 245195751 285912860 318837490 X -6053095 10186103 30336129 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174841658 4585226 41400858 -3176288 -6913572 -656728 210081154 171432090 3878885 9598429 -4373293 -5232006 -462447 174841658 165587336 7053292 8300812 -4240073 -4369212 -900065 171432090 136044850 15891428 20499957 -2487695 -3180327 -1180877 165587336 86132484 70339751 -14980638 -1633100 -2713720 -1099927 136044850 0.18820 0.55190 0.25990 0 1 1 11880999 11880999 93002171 19238790 73763381 786063 253806 532257 11412037 9554245 1857792 1872104 422082 1450022 89484451 Beneficial Interest in Perpetual Tr 3800752 Interest in Investments of Financially Interrelated Entity 49980633 Interest in Net Assets of Affiliate 32745063 86526448 Annuities Payable 210235 Deposits 1005094 Assets Held for Auxiliary Organizat 134920 Perkins Loan Funds Repayable to Fed 1208399 Interest Rate Swap 4505772 Preoria Repurchase Liability 1356410 8420830 93750787 10186103 23947606 34133709 59617078 24454 24454 59641532 59649008 0 59649008 6045619 6045619 65694627 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 2d - Other Adjustments: Scholarships Change in Net Assets of Financially Interrelated Entity Change in Investments of Financially Interrelated Entity Assessment Fees Gain on Disposal of Asset Part XI, Line 4b - Other Adjustments: Misc. Account Reclassifications Part XII, Line 4b - Other Adjustments: Scholarships Assessment Fees Misc Account Reclassifications 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. South Asia - South Korea 1 0 Program Services Academic Support for Theological Education 136593 1 0 0 0 1 0 136593 0 136593 0 0 0 0 0 0 Part I, Line 2: The Organization only has revenue and expenses outside the U.S. related to program service activities. 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. 1 Grant in Aid for Students attending the Organizations Campuses in North America 1797 5341211 0 FMV Does not provide non-cash assistance. 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Mark Labberton President/Trustee 134204 0 0 0 16500 0 0 0 89539 0 240243 0 0 0 John R Yasuda VP for Institutional Advan 146910 0 0 0 5000 0 0 0 9956 0 161866 0 0 0 John Ward VP for Finance 145887 0 0 0 9000 0 0 0 20983 0 175870 0 0 0 Charles D McConnell Provost and Senior VP 111668 0 0 0 23000 0 11822 0 53440 0 199930 0 0 0 Joseph Davison Director - Brehm Center 133436 0 0 0 7500 0 0 0 14299 0 155235 0 0 0 Richard J Mouw President/Trustee 233515 0 0 0 6000 0 0 0 20921 0 260436 0 0 0 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. A Fuller Theological Seminary 951699394 196458WD1 2004-03-16 34500000 Finance construction of 179 units of student housing on the Pasadena campus 1 0 0 B Fuller Theological Seminary 951699394 19645RFG1 2008-04-08 20710000 Finance library addition, purchase of faculty housing and capital improvemnt 1 0 0 C Fuller Theological Seminary 951699394 2011-02-25 52980000 Provide funds to defease the 2004 and 2008 issues 0 0 0 A 2006 0 0 1 1 B 2009 0 0 1 1 C 2011 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 C 0 1 0 0 1 1 Wells Fargo Bank (3) and US Bank (1) 0 0 1 Bayern LB 7.000000000000 1 0 0 A 0 B 0 C 1 Wendy S Walker Incentive to Attract Key Employee X 50000 50000 0 1 1 Charles D Mc Connell Incentive to Attract Key Employee X 275000 275000 0 1 1 Justin Barrett Incentive to Attract Key Employee X 300000 300000 0 1 1 Gideon Strauss Incentive to Attract Key Employee X 400000 400000 0 1 1 Mark Labberton Incentive to Attract Key Employee X 103076 103076 0 1 1 1128076 John Ward Officer 9000 Tuition Justin Barrett Highly Compensated Employee 3000 Tuition Gideon J Strauss Highly Compensated Employee 6000 Tuition James LFurrow Highly Compensated Employee 6000 Tuition Mark Labberton Officer 4500 Tuition X 34 621619 Mkt Val at date of gift 0 0 0 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 9: Change in Interest in Net Assets of Financially Interelated Entity 2,463,173. Change in Interest in Investments of Financially Interelated Entity 3,691,013. Change in Interest Rate Swap 367,359. Gain on Disposal of Assets 23,801,347. Reclass Adjustment from Audit 13,237. Form 990, Part XII, Line 2c: There was no change in the oversight process or in the selection process during the tax year. The Fuller Foundation 385 E Colorado Blvd Suite 250 Pasadena CA 91101 954124436 Support religious, charitable, educational, literary and scientific purposes CA 170(b)(1)(A)(vi) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0