2011-05-31T12:44:03-05:00 2010-06-30 990 2009-07-01 951699394 Fuller Theological Seminary FULL 6265845453 135 N Oakland Avenue Pasadena CA 911820001 John Ward 6265845460 2011-05-16 2009 2016-02-24 21:20:13Z X John Ward 135 N Oakland Avenue Pasadena CA 91182 66782309 0 X www.fuller.edu X 1947 CA The Seminary primarily provides graduate degrees in Theology, Psychology, Intercultural Studies and operates a Psychological Center. 37 37 1191 0 101340 -52638 21433771 16011686 40076197 39683933 3218537 3133742 2062064 2012547 66790569 60841908 4737612 5119983 0 29086864 27013460 0 1626099 24809987 24098749 58634463 56232192 8156106 4609716 213208351 256055868 80567226 82466136 132641125 173589732 The Seminary is an international, multi-denominational, post-bacculaureate school of religious learning that prepares students for a wide variety of Christian vocations. The Seminary includes the schools of Theology, Psychology, Intercultural Studies and the Psychological Center. 0 0 25058716 2037123 20032960 School of Theology - 1,228 full-paid equivalent students served 6622193 936160 5822768 School of Psychology - 239 full-paid equivalent students served 6865032 393536 4610910 School of Intercultural Studies - 258 full-paid equivalent students served 519533 0 465430 Psychological Center - Student trainees provided counselling services to members of the community. 0 0 671500 Other Academic Program Fees 0 0 77708 Urban Youth Certification Program 0 0 1413 Miscellaneous Royalties on Educational Publications 0 0 386226 Net Income from Sale of Books to Students 0 0 1011407 Miscellaneous Academic Cost Recovery Fees 0 0 405738 Miscellaneous Income from Students 519533 3019422 39065474 1 1 0 0 0 0 0 0 1 1 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 1 232 0 1 1191 1 1 1 0 0 0 0 0 0 37 37 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 X 0 0 0 Mary Vermeer Andringa X 0 0 0 David L Bere X 0 0 0 Judy G Bergman X 0 0 0 Russell J Bloem X 0 0 0 Thomas G Bost X 0 0 0 William K Brehm X 0 0 0 Gaylen J Byker X 0 0 0 Merlin W Call X 0 0 0 Barbara H Carlsberg X 0 0 0 Peter Chao X 0 0 0 Daniel L Chun X 0 0 0 Andrew H Crouch X 0 0 0 T Scott Daniels X 0 0 0 Mary Jane Dellenback X 0 0 0 Evelyn W Freed X 0 0 0 Nathan O Hatch X 0 0 0 Theodore W Hoehn III X 0 0 0 Anne M Huffman X 0 0 0 Bill Sung-Kook Hwang X 0 0 0 Larry R Langdon X 0 0 0 Dennis K Metzler X 0 0 0 Daniel D Meyer X 0 0 0 Shirley A Mullen X 0 0 0 John C Ortberg Jr X 0 0 0 Clifford L Penner X 0 0 0 Jack D Samuelson X 0 0 0 Meritt Lohr Sawyer X 0 0 0 Larry A Smith X 0 0 0 Jody A De Pree Vanderwe X 0 0 0 Daniel L Villanueva X 0 0 0 Grant A Wacker X 0 0 0 Gail T Weyerhaeuser X 0 0 0 Dale C Wong X 0 0 0 C Jeffrey Wright X 0 0 0 Brian T Prinn X X 0 0 0 Richard J Mouw 40.00 X X 222618 0 45276 Sherwood G Lingenfelter 40.00 X 150466 0 18715 Joe B Webb 40.00 X 122566 0 20686 John Ward 40.00 X 0 0 0 H Lee Merritt 40.00 X 117843 0 18058 Wendy Balzer 40.00 X 113935 0 10108 Wendy s Walker 40.00 X 68268 0 9912 Samuel L Delcamp X 0 0 0 Walter C Wright 40.00 X 104033 0 74023 Linda M Wagener 40.00 X 124123 0 18185 David D Bundy 40.00 X 107439 0 19593 Earl Frederick Messick 40.00 X 104080 0 11325 Rita K Rowland 40.00 X 104114 0 9979 1339485 0 255860 10 0 1 0 Rogelio Sanchez Painting 3400 E Milton St Pasadena CA 91107 Painter 343180 Deloitte & Touche LLP 350 S Grand Ave Suite 200 Los Angeles CA 90071 Auditor 255253 ValleyCrest Landscape Maintenance PO Box 57515 Los Angeles CA 90074 Landscape 138134 AE Schmidt Co 14212 Lang Station Road Canyon Country CA 91387 Construction 116953 Post Alarm Systems 47 E St Joseph St Arcadia CA 91066 Security Service 111756 6 223772 15787914 62337 16011686 Tuition 611310 30544346 30544346 Auxiliary Services 721110 8002657 16966 7985691 Fees 611310 671500 671500 Psychological Center 611310 465430 465430 39683933 1218806 1218806 1413 1413 7028602 5113666 1914936 1914936 1914936 1297335 826735 470600 386226 84374 1540534 1417145 123389 1540534 60841908 33486060 101340 11242822 5119983 5119983 899520 120947 632015 146558 21232294 16728870 3617732 885692 576460 436905 114937 24618 3125833 2396352 641904 87577 1179353 878770 247760 52823 534 534 83731 30998 52733 255391 255391 1182631 1182631 2624926 1831316 758422 35188 384337 378533 1054 4750 2438726 1443788 879983 114955 920078 363605 531106 25367 5875225 3849731 2025209 285 1706966 1314888 275203 116875 159562 146074 12158 1330 3027628 3027628 2737269 2229478 483285 24506 110 110 Hospitality 614694 378054 131569 105071 Library Acquisitions 523290 523290 0 0 Academic Materials 502410 146646 355764 0 Bad Debts 437351 347151 90200 0 Miscellaneous Expense 248764 196616 51856 292 375126 203479 171435 212 56232192 39065474 15540619 1626099 5484116 1822210 309031 4014039 31300 6300 3569899 3604351 1491622 562759 1968512 2025885 567468 532274 6374770 6152247 117379259 26389766 96040546 90989493 57951241 62333140 5724830 14078180 33695016 69934990 213208351 256055868 5873694 5029992 3784387 4674650 54350000 53505000 6940732 6556726 161973 1463294 9456440 11236474 80567226 82466136 X 33652733 40171845 18268333 50530686 80720059 82887201 132641125 173589732 213208351 256055868 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86132484 70339751 -14980638 -1633100 -2713720 -1099927 136044850 104667942 5512093 -18194080 -2114651 -2615053 -1123767 86132484 0.11110 0.55510 0.33380 0 1 1 13514802 13514802 94482812 19735490 74747322 294271 228240 66031 8881567 6426036 2455531 205807 205807 90989493 Trust Deeds & Notes Receivable 10894464 C Other Investments 3183716 F 14078180 Beneficial Interest in Perpetual Tr 3065149 Interest in Net Assets of Affiliate 66869841 69934990 Annuities Payable 202868 Deposits 988040 Assets Held for Auxiliary Organizat 112060 Advances From Affiliate 2373776 Perkins Loan Funds Repayable to Fed 1208399 Interest Rate Swap 4878045 Preoria Repurchase Liability 1473286 11236474 60841908 56232192 4609716 2871472 33467419 36338891 40948607 33270542 2871472 -31267239 -28395767 61666309 -824401 -824401 60841908 53206673 3371181 3371181 49835492 6396700 6396700 56232192 Part V, Line 4: Description of Intended Use of Endowment Funds: 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: Change in Interest in Net Assets of Financially Interrelated Entity: -24884750. Equity Transaction with Financially Interrelated Entity: 62235771. Abandonment Loss : -2544446. Change in Interest Rate Swap : -1351032. Reclass Adjustment from Audit: 11876. Part XII, Line 2d - Other Adjustments: Scholarships: -5119983. Change in Net Assets of Financially Interrelated Entity: -24884750. Assessment Fees: -1182631. Interest Expense on TFF Settlement Agreement: -79875. Part XII, Line 4b - Other Adjustments: Bookstore Cost of Goods Sold: -826735. Misc. Account Reclassifications: 2334. Part XIII, Line 2d - Other Adjustments: Bookstore Cost of Goods Sold: 826735. Abandonment Loss: 2544446. Part XIII, Line 4b - Other Adjustments: Scholarships: 5119983. Assessment Fees: 1182631. Interest Expense on TFF Settlement Agreement: 79875. Reclass Adjustment from Audit: 11877. Misc Account Reclassifications: 2334. 1 1 1 Non-discrimination policy is published in the course catalog and posted on the Fuller Website 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Fuller Theological Seminary received funds for Student Financial Aid from the U.S. Department of Education, Federal Family Education Loans (FFEL) Program through the Federal Stafford Loan Program and the Unsubsidized Federal Stafford Loan Program, and through thte Federal Graduate PLUS Loan Program, the Federal Work-Study Program and the Federal Perkins Loan Program 1 South Asia - South Korea 1 0 Program Services Academic Support for Theological Education 117899 1 0 117899 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. 1 Grant in Aid for Students attending the Organizations Campuses in North America 1735 5119983 0 FMV Does not provide non-cash assistance. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Richard J Mouw 216618 0 0 0 6000 0 20798 0 25173 0 268589 0 0 0 Sherwood G Lingenfelter 144466 0 0 0 6000 0 9107 0 10186 0 169759 0 0 0 Walter C Wright 82033 0 0 0 22000 0 17490 0 57014 0 178537 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. Fuller Theological Seminary 951699394 196458WD1 2004-03-16 34500000 Finance construction of 179 units of student housing on the Pasadena campus 0 0 Fuller Theological Seminary 951699394 19645RFG1 2008-04-08 20710000 Finance library addition, purchase of faculty housing and capital improvemnt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Samuel L Delcamp Facilitate Relocation X 249020 174000 0 1 1 Richard Mouw Incentive to Attract Key Employee X 128000 88759 0 1 1 Sherwood Lingenfelter Incentive to Attract Key Employee X 150000 150000 0 1 1 David D Bundy incentive to Attract Key Employee X 150000 150000 0 1 1 562759 Linda M Wagener Highly Compensated Employee Tuition Amount $ 5250. X 4 62337 Mkt Val at date of gift 0 0 0 Method for Determining Number of Contributors: Part I, Column (b): The Organization reports the actual number of contributors 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 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 chair of the audit committee follows up with the Controller and VP for Finance on any questions that may arise. Once all questions are adequately addressed and all corrections made, the Chair of the audit committee recommends approval by the full Board of Trustees. 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 occurr, the Seminary would adress 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 opeating 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 and Portico websites. Form 990, Part XI, line 2c Process Change From Prior Year There has been no change in the process from the prior year. Form 990, Part VII A Change from previous return filed per Amended Return Reportable Compensation Information from Related Entity for Samuel L. Delcamp was removed from this schedule per the amended Form 990 2009 Tax Return. Form 990, Schedule J, Part II Change from previous return filed per Amended Return Samuel L. Delcamp was removed from this schedule per the amended Form 990 2009 Tax Return as there was no reportable compensation from a related entity to be reported per IRS guidelines. The Fuller Foundation 135 N Los Robles AveSte 660 Pasadena CA 91101 954124436 Support religious, charitable, educational, literary and scientifc purposes CA 170(b)(1)(A)(vi) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Fuller Foundation C 62235771