Civic Intelligence

Disciples Seminary Foundation of Th Christian Chrchs Discpls of Christ

990 • Fiscal year 2016 • EIN 95-2216982

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 03, 2017

Organization ProfileWWW.DSF.EDU
300 W Foothill BlvdClaremont, CA 91711

(909) 624-0712

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

87th percentile

33%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$169,610

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$14,991,481

Down $230,499 (-1.5%) from 2015

Net Assets

Down

$14,886,406

Down $245,463 (-1.6%) from 2015

Liabilities

Up

$105,075

Up $14,964 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Up

$2,213,943

Up $609,032 (+38%) from 2015

Expenses

Down

$1,487,837

Down $26,777 (-1.8%) from 2015

Net Income

Up

$726,106

Up $635,809 (+704%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $13,591,218Liabilities 2011: $57,330Net Assets 2011: $13,533,8882011Assets 2012: $12,893,197Liabilities 2012: $55,733Net Assets 2012: $12,837,4642012Assets 2013: $13,842,852Liabilities 2013: $60,374Net Assets 2013: $13,782,4782013Assets 2014: $15,831,308Liabilities 2014: $66,385Net Assets 2014: $15,764,9232014Assets 2015: $15,221,980Liabilities 2015: $90,111Net Assets 2015: $15,131,8692015Assets 2016: $14,991,481Liabilities 2016: $105,075Net Assets 2016: $14,886,4062016Assets 2017: $15,264,303Liabilities 2017: $100,528Net Assets 2017: $15,163,7752017Assets 2018: $14,574,407Liabilities 2018: $155,036Net Assets 2018: $14,419,3712018Assets 2019: $13,075,174Liabilities 2019: $163,326Net Assets 2019: $12,911,8482019Assets 2020: $13,673,974Liabilities 2020: $530,037Net Assets 2020: $13,143,9372020Assets 2021: $16,427,286Liabilities 2021: $255Net Assets 2021: $16,427,0312021Assets 2022: $13,671,573Liabilities 2022: $551Net Assets 2022: $13,671,0222022Assets 2023: $15,059,099Liabilities 2023: $1,409Net Assets 2023: $15,057,6902023Assets 2024: $16,142,186Liabilities 2024: $9,949Net Assets 2024: $16,132,2372024

Highlighted filing

2016

Assets$14,991,481
Liabilities$105,075
Net Assets$14,886,406
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,208,981Expenses 2011: $1,050,459Net Income 2011: $158,5222011Expenses 2012: $1,182,3132012Expenses 2013: $1,131,2112013Revenue 2014: $1,858,620Expenses 2014: $1,131,197Net Income 2014: $727,4232014Revenue 2015: $1,604,911Expenses 2015: $1,514,614Net Income 2015: $90,2972015Revenue 2016: $2,213,943Expenses 2016: $1,487,837Net Income 2016: $726,1062016Revenue 2017: $1,205,281Expenses 2017: $1,866,061Net Income 2017: -$660,7802017Revenue 2018: $1,011,680Expenses 2018: $2,201,809Net Income 2018: -$1,190,1292018Revenue 2019: $1,367,457Expenses 2019: $2,527,846Net Income 2019: -$1,160,3892019Revenue 2020: $1,104,459Expenses 2020: $1,496,364Net Income 2020: -$391,9052020Revenue 2021: $3,372,194Expenses 2021: $947,231Net Income 2021: $2,424,9632021Revenue 2022: $1,002,602Expenses 2022: $810,493Net Income 2022: $192,1092022Revenue 2023: $779,551Expenses 2023: $858,305Net Income 2023: -$78,7542023Revenue 2024: $905,418Expenses 2024: $801,980Net Income 2024: $103,4382024

Highlighted filing

2016

Revenue$2,213,943
Expenses$1,487,837
Net Income$726,106
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 3, 2017
Return Version
2015v3.0
Gross Receipts
$3,098,898
Mission and Program Overview

Mission

The organization provides financial assistance and educational programs to certificate and graduate degree students affiliated with the christian church (disciples of christ) and united church of christ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,028,832$11,974,134▼ $54,698
Land, Buildings, and Equipment, Net$2,773,217$2,702,344▼ $70,873
Accounts Receivable-$100,000-
Investments Other Securities$100,667$85,279▼ $15,388
Cash and Non-Interest-Bearing Accounts$235,696$83,798▼ $151,898
Other Notes and Loans Receivable, Net$63,007$31,225▼ $31,782
Prepaid Expenses and Deferred Charges$9,867$5,465▼ $4,402
Pledges and Grants Receivable$1,779--
Total Assets$15,221,980$14,991,481▼ $230,499
Other Assets Total$8,915$9,236▲ $321
Liabilities
Accounts Payable and Accrued Expenses$58,675$79,462▲ $20,787
Other Liabilities$31,436$25,613▼ $5,823
Total Liabilities$90,111$105,075▲ $14,964
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,431,339$9,633,583▲ $1,202,244
Unrestricted Net Assets$3,092,464$2,661,967▼ $430,497
Temporarily Rstr Net Assets$3,608,066$2,590,856▼ $1,017,210
Total Net Assets Fund Balance$15,131,869$14,886,406▼ $245,463
Total Liabilities and Net Assets / Fund Balance$15,221,980$14,991,481▼ $230,499

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$657,791$877,567$1,535,358
Land$1,465,789-$1,465,789
Leasehold Improvements$561,899$166,901$728,800
Equipment$1,422$63,762$65,184
Other Land Buildings$15,443$16,507$31,950

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$11,607,988$1,208,410▼ $422,291$160,302$11,783,642
2014$12,214,903$114,865▼ $74,434$234,931$11,607,988
2013$10,304,920$772,353▲ $1,757,396$404,128$12,214,903
2012$9,301,831$442,786▲ $1,200,302$418,023$10,304,920
2011$10,052,303$71,968▼ $83,310$485,161$9,301,831
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon L BerquistPresidentFT$113,347$56,263$169,610
Khailia Jelks-williamsSecretary--$3,492$3,492

Board Members and Trustees

NameTitle
Kathy IoannidesChair of Boa
Ben BohrenVice Chair
Ml DanielAt Large Mem
Richard FollettAt Large Mem
Adam BradleyMember
Ann WillardMember
Art CribbsMember
Carmen LopezMember
David Vasquez-levyMember
Flex VillanuevaMember
James McdonaldMember
Jeffrey KuanMember
John CastellonMember
Karen BarrettMember
Lataunya BynumMember
Laura BaileyMember
Linda Hernandez-williamsMember
Marilyn FiddmontMember
Mark MarkulyMember
Michelle Harris-gloyerMember
Robert M BockMember
Robert WelshMember
Ruth FletcherMember
SALESA FA'ALUMember
Sandy MessickMember
Susan Gonzalez-deweyMember
David WaggonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,516,623
Program Service Revenue
$37,695
Investment Income
$511,814
Other Revenue
$147,811
All Other Contributions
$1,516,623
Change in Net Assets
$726,106

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,204,377
Revenue Not Reported on Financial Statements
$9,566
Revenue Not Reported on Form 990
$-962,003
Other Revenue Adjustments
$9,566
Total Revenue per Audited Statements
$1,242,374
Total Revenue per Form 990
$2,213,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$561,127
Other Expenses$476,547
Grants and Similar Amounts Paid$450,163
Total Fundraising Expense$167,017
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$450,163--$450,163
Other Salaries and Wages$76,214$138,439$52,809$267,462
Current Officers, Directors, Trustees, and Key Employees$70,869$70,869$70,869$212,607
Fees for Services Other$106,225--$106,225
Depreciation Depletion-$80,280-$80,280
Travel$43,947$27,372$3,759$75,078
Occupancy$400$49,234-$49,634
Office Expenses$9,917$22,004$12,518$44,439
Fees for Services Accounting-$42,028-$42,028
Other Employee Benefits$9,225$19,777$2,078$31,080
Pension Plan Contributions$8,570$17,712$3,235$29,517
Insurance-$28,177-$28,177
Payroll Taxes$5,830$10,591$4,040$20,461
Other Expenses$8,440$1,779$14,692$1,779
Total Functional Expenses$789,800$531,020$167,017$1,487,837

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,487,837
Total Expenses per Audited Statements$1,487,837
Total Expenses per Form 990$1,487,837
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities Liability$25,613
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The foundation contracts with a cpa firm for external controllership services. Theses services are provided under the supervision of the board of directors and the president.”

Form 990, Page 6, Part VI, Line 11B

“The 990 tax return is reviewed by the president, cpa, audit committee, and the board of trustees.”

Form 990, Page 6, Part VI, Line 12C

“The executive committee and board review any potential compliance issues which arise. If there is a breach of policy, board action is taken as necessary in order to rectify the situation and return to compliance.”

Form 990, Page 6, Part VI, Line 15A

“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, Page 6, Part VI, Line 15B

“SEE ABOVE.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Disciples Seminary Foundation of
EIN
95-2216982
Phone
9096240712
Address
300 W FOOTHILL BLVD, CLAREMONT, CA 91711

Signing Officer

Name
Jon L Berquist
Title
President
Phone
9096240712
Signed
2017-01-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon L Berquist
Formed
1960
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
12

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Derrick Debruyne CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in value of split interest agreement -9,566 total -9,566”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code and by the california revenue and taxation code section 23701d. Contributions from donors qualify for income tax deductions. The foundation has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the foundations continued qualification as a taxexempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not (>50%) of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The foundation files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

Schedule D, Page 4, Part XI, Line 4B

“Change in value of split interest agreement 9,566”

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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,991,481
Liabilities
$105,075
Net assets
$14,886,406
Revenue
$2,213,943
Expenses
$1,487,837
Net income
$726,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.01$16.1$0.91$0.80$0.10
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.78$0.86$0.08
2022Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.00$0.81$0.19
2021Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$3.37$0.95$2.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.53$13.1$1.10$1.50$0.39
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.16$12.9$1.37$2.53$1.16
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.16$14.4$1.01$2.20$1.19
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.10$15.2$1.21$1.87$0.66
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.11$14.9$2.21$1.49$0.73
2015Detailed filing. Detailed filing data is available for this year.$15.2$0.09$15.1$1.60$1.51$0.09
2014Detailed filing. Detailed filing data is available for this year.$15.8$0.07$15.8$1.86$1.13$0.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.06$13.8$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.06$12.8$1.18
2011Summary only. Only limited summary data is available for this year.$13.6$0.06$13.5$1.21$1.05$0.16