2024-11-06T12:44:31-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-01-01 952216982 DISCIPLES SEMINARY FOUNDATION OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) DISC 9096240712 115 E WILSHIRE AVE FULLERTON CA 92832 CHRISTY NEWTON EXECUTIVE DIRECTOR 9096240712 2024-11-04 1 1 DERRICK DEBRUYNE P00591016 6268577300 2024-10-31 2023 2024-10-15 13:58:12Z CHRISTY NEWTON 115 E WILSHIRE AVE FULLERTON CA 92832 779551 0 1 X WWW.DSF.EDU X 1960 CA PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL PROGRAMS TO STUDENTS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND UNITED CHURCH OF CHRIST. 17 17 7 24 0 0 278176 232136 56241 32527 519532 514597 148653 291 1002602 779551 141286 167835 0 0 295589 383381 0 0 130790 373618 307089 810493 858305 192109 -78754 13671573 15059099 551 1409 13671022 15057690 IN COVENANT WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND IN COOPERATION WITH ECUMENICAL AND EDUCATIONAL PARTNERS, DISCIPLES SEMINARY FOUNDATION SERVES GOD THROUGH THE FORMATION AND SUPPORT OF EMERGING THEOLOGICAL LEADERS FOR DIVERSE CHRISTIAN COMMUNITIES. 0 0 351049 167835 32527 THE ORGANIZATION PROVIDES FACILITIES, PERSONNEL, CURRICULAR, SCHOLARSHIPS, AND ASSISTANCE TO GRADUATE STUDENTS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST). FOR THE YEAR ENDED DECEMBER 31, 2023, 81 STUDENTS RECEIVED GRANTS TOTALING $167,835. THE ORGANIZATION ALSO PROVIDES CONTINUING EDUCATION FOR MINISTERS AND MEMBERS OF THE WESTERN REGION CHRISTIAN CHURCH (DISCIPLES OF CHRIST). 351049 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X OGMP-TREASURY SERVICES 3177132453 1099 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 TOM PERRING CHAIR 1.00 X X 0 0 0 LINDSEY JACOBS VICE CHAIR 1.00 X X 0 0 0 JONATHAN HALL DEVELOPMENT CHAIR 1.00 X X 0 0 0 LARRY MORRIS EDUCATION CHAIR 1.00 X X 0 0 0 DON DEWEY NOMINATING CHAIR 1.00 X X 0 0 0 TOM MESSICK TREASURER 1.00 X X 0 0 0 CYNTHIA HOEGER SECRETARY 1.00 X X 0 0 0 LATAUNYA BYNUM MEMBER 1.00 X 0 0 0 LORI TAPIA MEMBER 1.00 X 0 0 0 RICHIE SANCHEZ MEMBER 1.00 X 0 0 0 MICHELLE HARRIS-GLOYER MEMBER 1.00 X 0 0 0 KYUNGMOK LEE MEMBER 1.00 X 0 0 0 YOUNG LAN KIM MEMBER 1.00 X 0 0 0 ALANNA HUNTER-LAWLEY MEMBER 1.00 X 0 0 0 ERIC SMITH MEMBER 1.00 X 0 0 0 ROGELIO MARTINEZ MEMBER 1.00 X 0 0 0 TRAYCE RUFFIN MEMBER 1.00 X 0 0 0 GRANT HAGIYA EX-OFFICIO 1.00 X 0 0 0 DAVID VASQUEZ-LEVY EX-OFFICIO 1.00 X 0 0 0 CHRISTY NEWTON EXECUTIVE DIRECTOR 40.00 X 39583 0 10115 BELVA BROWN JORDAN PRESIDENT (TERM END 09/2023) 40.00 X 69630 0 0 109213 0 10115 0 0 0 0 0 232136 232136 EDUCATION 923110 32527 32527 32527 514597 514597 MISCELLANEOUS 900099 291 291 291 779551 32527 0 514888 X 167835 167835 119328 23866 47731 47731 159391 31877 63757 63757 30744 15372 15372 61246 30623 30623 12672 12672 1947 1947 11965 11965 162835 80090 67460 15285 2279 2279 10598 1386 7474 1738 29358 29358 33559 33559 54548 54548 858305 351049 376466 130790 312268 111531 3297 63860 2164 2100 2518536 1120047 1451657 1398489 11890479 13471411 11708 11708 13671573 15059099 551 1409 551 1409 X 2143923 3584853 11527099 11472837 13671022 15057690 13671573 15059099 X -78754 1463377 2045 X 0 0 0 X X 3 CLAREMONT SCHOOL OF THEOLOGY 951904355 2 0 0 0 ILIFF SCHOOL OF THEOLOGY 840404244 2 0 0 0 PACIFIC SCHOOL OF RELIGION 941186179 2 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 12G, COLUMN IV: AS STATED WITHIN THE GOVERNING DOCUMENTS FOR DISCIPLES SEMINARY FOUNDATIONS (DSF), THE ORGANIZATION IS OPERATED TO PROVIDE RESOURCES AND SUPPORT TO GRADUATE EDUCATIONAL PROGRAMS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND THE UNITED CHURCH OF CHRIST-CONSISTENT WITH THE ECUMENICAL PARTNERSHIP AUTHORIZED BY THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND GENERAL SYNOD OF THE UNITED CHURCH OF CHRIST SO THAT INDIVIDUALS SEEKING TO RESPOND TO A VOCATION OF MINISTRY MAY DEVELOP APPROPRIATE CAPACITIES AND SKILLS TO MANIFEST THAT VOCATION EFFECTIVELY. CLAREMONT SCHOOL OF THEOLOGY FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. FOR MORE THAN 60 YEARS THEY HAVE WORKED TOGETHER CREATING A DYNAMIC PLACE FOR DISCIPLES AND UCC STUDENTS TO PURSUE AN EDUCATION FOR MINISTRY. SCHEDULE A, PART I, LINE 12G, COLUMN IV: ILIFF SCHOOL OF THEOLOGY FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. SINCE JULY 01,2018 THEY HAVE WORKED TOGETHER IN SUPPORTING AND EMPOWERING MINISTERIAL STUDENTS ACROSS THE NATION. SCHEDULE A, PART I, LINE 12G, COLUMN IV: PACIFIC SCHOOL OF RELIGION (PSR) FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. SINCE 1987 THE ORGANIZATIONS HAVE WORKED TOGETHER PROVIDING STUDENTS WITH BOTH INTIMACY AND DENOMINATIONAL OPPORTUNITIES OF BEING AT A DISCIPLES SEMINARY, ALONG WITH THE ABILITY TO ENJOY THE WIDER ECUMENICAL AND INTERRELIGIOUS EDUCATIONAL EXPERIENCES OF PSR. SCHEDULE A, PART IV, SECTION A, LINE 1: DISCIPLES SEMINARY FOUNDATION OF THE CHRISTIAN CHURCH DESIGNATES ITS SUPPORTED ORGANIZATIONS BY CLASS AND HISTORIC AND CONTINUING RELATIONSHIPS. AS OUTLINED WITHIN THE GOVERNING DOCUMENTS, SUPPORTED ORGANIZATIONS MUST BE AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND THE UNITED CHURCH OF CHRIST-CONSISTENT WITH THE ECUMENICAL PARTNERSHIP AUTHORIZED BY THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND GENERAL SYNOD OF THE UNITED CHURCH OF CHRIST. SCHEDULE A, PART IV, SECTION B, LINE 1: DISCIPLES SEMINARY FOUNDATION HAS A LONG STANDING HISTORIC AND CONTINUING RELATIONSHIP WITH CLAREMONT SCHOOL OF THEOLOGY, ILIFF SCHOOL OF THEOLOGY, AND PACIFIC SCHOOL OF THEOLOGY. DUE TO THE EXISTENCE OF SUCH RELATIONSHIPS THERE HAS DEVELOPED A SUBSTANTIAL IDENTITY OF INTEREST BETWEEN THE ORGANIZATIONS. DSF IS ORGANIZED AND OPERATED EXCLUSIVELY TO CARRY OUT ITS EXEMPT PURPOSE BENEFITING INDIVIDUAL MEMBERS OF THE CHARITABLE CLASS ALIGNING WITH THE PURPOSES OF THE EACH SPECIFIED SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10010142 5185 507942 167835 340107 10015327 10002454 7688 514737 140218 374519 10010142 9932065 70389 1442735 215505 1227230 10002454 9827592 104473 1030955 420709 610246 9932065 10236439 2802 671428 280622 802455 9827592 0.00000 1.00000 0.00000 1 0 1106944 1106944 1410212 1119817 290395 1380 230 1150 1398489 OTHER SECURITIES 13471411 F 13471411 PART V, LINE 4: EARNINGS FROM THE ENDOWMENT FUNDS ARE USED BY THE ORGANIZATION FOR INVESTMENT AND FOR USE TO SUPPORT THEIR OPERATIONS, PROGRAMS AND TO ISSUE SCHOLARSHIPS/GRANTS. 1 SCHOLARSHIPS 81 167835 0 PART I, LINE 2: ALL GRANT FUNDS ARE USED FOR STUDENT TUITION, CROSS-CULTURAL STUDY EXPERIENCES AND INTERNSHIPS. THESE ARE MONITORED BY DSF AND REPORTED TO THE DSF BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION CONTRACTS WITH THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) FOR EXTERNAL CONTROLLERSHIP SERVICES. THESE SERVICES ARE PROVIDED UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS AND THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE AND BOARD REVIEW ANY POTENTIAL COMPLIANCE ISSUES WHICH ARISE. THE OFFICERS, DIRECTORS, AND THE TRUSTEES ARE REQUIRED TO DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THE BOARD REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES COMPENSATION FOR THE PRESIDENT AND APPROVES COMPENSATION FOR ALL EMPLOYEES, USING COMPARABLE DATA FROM OTHER EDUCATIONAL INSTITUTIONS AND REGIONAL NON-PROFIT INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G TEACHING SERVICES: PROGRAM SERVICE EXPENSES 80,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,090. TREASURY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 55,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,960. ASSEMBLY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,285. TOTAL EXPENSES 15,285. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,500. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,045.