PASADENA EDUCATIONAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PASADENA EDUCATIONAL FOUNDATION (EIN 23-7149451)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-04
IRS object ID
202500949349301335
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-04T15:37:16-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320530003PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1QUIGLEY & MIRONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13580 WILSHIRE BLVD 1755AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237149451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PASADENA EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPASABusinessNameControlTxt
Phone6263963625PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1351 SOUTH HUDSON AVENUE 153AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK CONYERSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6263963625PhoneNum
Signature2025-04-04SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONI FUJIHARAPreparerPersonNm
PTINP01370973PTIN
Phone2136393550PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICK CONYERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1351 SOUTH HUDSON AVENUE 153AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,113,964GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PASEDFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionFUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE.ActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee149TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,966,101PYContributionsGrantsAmt
CY Contributions Grants$4,212,195CYContributionsGrantsAmt
PY Program Service Revenue$543,823PYProgramServiceRevenueAmt
CY Program Service Revenue$544,394CYProgramServiceRevenueAmt
PY Investment Income$309,443PYInvestmentIncomeAmt
CY Investment Income$319,992CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,819,367PYTotalRevenueAmt
CY Total Revenue$5,076,581CYTotalRevenueAmt
PY Grants And Similar Paid$1,862,776PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,224,936CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,753,506PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,911,660CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$537,026CYTotalFundraisingExpenseAmt
PY Other Expenses$1,688,030PYOtherExpensesAmt
CY Other Expenses$2,095,680CYOtherExpensesAmt
PY Total Expenses$5,304,312PYTotalExpensesAmt
CY Total Expenses$5,232,276CYTotalExpensesAmt
PY Revenues Less Expenses$515,055PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$155,695CYRevenuesLessExpensesAmt
Total Assets BOY$10,455,494TotalAssetsBOYAmt
Total Assets EOY$10,474,361TotalAssetsEOYAmt
Total Liabilities BOY$2,899,816TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,373,043TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,555,678NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,101,318NetAssetsOrFundBalancesEOYAmt
MissionTHE PASADENA EDUCATIONAL FOUNDATION'S MISSION IS WORKING TO ACHIEVE EXCELLENCE AND EQUITY IN ALL PASADENA UNIFIED SCHOOL DISTRICT (PUSD) SCHOOLS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,419,394ExpenseAmt
Grant$1,224,936GrantAmt
Revenue$150,000RevenueAmt
DescPASADENA EDUCATIONAL FOUNDATION (PEF) IS A NON-PROFIT COMMUNITY-BASED ORGANIZATION WHICH JOINS THE PUBLIC AND PRIVATE SECTORS IN A PARTNERSHIP TO (1) DEVELOP SUPPLEMENTARY FINANCIAL SUPPORT FOR PASADENA UNIFIED SCHOOL DISTRICT (PUSD) PROGRAMS, (2) ENCOURAGE DEDICATED TEACHERS BY FUNDING CREATIVE PROJECTS AND (3) PROMOTE COMMUNITY-WIDE CONFIDENCE IN THE PUSD AND ITS SCHOOLS. SEE SCHEDULE I FOR A LISTING OF THIS FISCAL YEAR'S PROGRAM SERVICE GRANTS AND OTHER ASSISTANCE. IN ADDITION TO CONTRIBUTIONS DIRECTLY RECEIVED BY THE PEF FROM PRIVATE AND PUBLIC SECTORS, THE PEF, IN COORDINATION WITH THE PUSD, SOLICITS CONTRIBUTIONS THAT GO DIRECTLY FROM THE DONOR TO THE PUSD.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,020,977ExpenseAmt
Revenue$394,394RevenueAmt
DescPEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. THE PROGRAM IS PARTIALLY FUNDED BY REASONABLE STUDENT-PAID TUITION, WITH TUITION ASSISTANCE AWARDED ON AN AS-NEEDED BASIS. IN 2023, THE PROGRAM SERVED APPROXIMATELY 1,050 STUDENTS ACROSS ALL GRADE LEVELS. OVER 75 UNIQUE ENRICHMENT CLASSES WERE OFFERED, INCLUDING DRAMA, ART, MATH, CREATIVE WRITING, CHESS, TENNIS, ROBOTICS, COMPUTER SKILLS, FILMMAKING, SPANISH, MANDARIN, AND FRENCH IMMERSION, AND MANY MORE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,440,371TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document46IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee149EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK J CONYERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6263963625PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1351 SOUTH HUDSON AVENUE 153AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALMA M STOKES
BOARD MEMBER2.00Yes (X)$0$0$0
ANGELITA MONT O'BRIEN
BOARD MEMBER2.00Yes (X)$0$0$0
CARINA JACOBS
BOARD MEMBER2.00Yes (X)$0$0$0
D BARTON DOYLE
TREASURER10.00Yes (X)$0$0$0Yes (X)
DAWN CARSON O'KEEFFE
BOARD MEMBER2.00Yes (X)$0$0$0
DEL LILE
VICE PRESIDENT10.00Yes (X)$0$0$0Yes (X)
DOMINICK CORREY
VICE PRESIDENT10.00Yes (X)$0$0$0Yes (X)
EIZABTH POMEROY
BOARD MEMBER2.00Yes (X)$0$0$0
ERIK BERG
PRESIDENT10.00Yes (X)$0$0$0Yes (X)
FELITA KEALING
SECRETARY10.00Yes (X)$0$0$0Yes (X)
FRANCES DAYMAN
BOARD MEMBER2.00Yes (X)$0$0$0
GEORGE A BRUMDER
BOARD MEMBER2.00Yes (X)$0$0$0
HEATHER BACKSTROM
BOARD MEMBER2.00Yes (X)$0$0$0
JAMES PATTERSON
BOARD MEMBER2.00Yes (X)$0$0$0
JENNIFER MIYAKE-TRAPP
BOARD MEMBER2.00Yes (X)$0$0$0
JONATHAN S FUHRMAN
BOARD MEMBER2.00Yes (X)$0$0$0
JULIA MCCALLIN
BOARD MEMBER2.00Yes (X)$0$0$0
KAREN BURGESS
VICE PRESIDENT10.00Yes (X)$0$0$0Yes (X)
KARINA MONTILLA EDMONDS
BOARD MEMBER2.00Yes (X)$0$0$0
LAWAYNE WILLIAMS
BOARD MEMBER3.00Yes (X)$0$0$0
LAWTON GRAY
BOARD MEMBER2.00Yes (X)$0$0$0
LINDA MORALES
BOARD MEMBER2.00Yes (X)$0$0$0
LUISA RENGIFO-ESTRADA
IMMEDIATE PAST PRESIDENT10.00Yes (X)$0$0$0Yes (X)
MABELL GARCIA PAINE
BOARD MEMBER2.00Yes (X)$0$0$0
MARGUERITE ANN SNOW
BOARD MEMBER2.00Yes (X)$0$0$0
MIMI CARTER
BOARD MEMBER2.00Yes (X)$0$0$0
NIKI ELLIOTT
BOARD MEMBER2.00Yes (X)$0$0$0
PATRICK ZARIFIAN
BOARD MEMBER2.00Yes (X)$0$0$0
RICHARD KIDD
VICE PRESIDENT10.00Yes (X)$0$0$0Yes (X)
SARAH DESCHENES
BOARD MEMBER2.00Yes (X)$0$0$0
SHARON LEFLER
BOARD MEMBER2.00Yes (X)$0$0$0
TAMERLIN J GODLEY
BOARD MEMBER2.00Yes (X)$0$0$0
TERI RICHARDSON
BOARD MEMBER2.00Yes (X)$0$0$0
WILL MORRIS
BOARD MEMBER2.00Yes (X)$0$0$0
WILLIAM B CREIM
BOARD MEMBER2.00Yes (X)$0$0$0
WILLIAM E THOMSON JR
BOARD MEMBER2.00Yes (X)$0$0$0
PATRICK CONYERS
EXECUTIVE DIRECTOR40.00$190,000$0$9,500Yes (X)
DAVID SPIRO
DEVELOPMENT DIRECTOR40.00$109,699$0$5,489Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$299,699TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$14,989TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$128,087FundraisingAmt
All Other Contributions$4,084,108AllOtherContributionsAmt
Total Contributions$4,212,195TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUMMER SCHOOL INCOME611710$394,394$394,394
SERVICE FEE INCOME611710$150,000$150,000
FieldValueIRS element (for citing)
Total Program Service Revenue$544,394TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$354,724TotalRevenueColumnAmt
Exclusion$354,724ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,917,263SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,951,995SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$34,732SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,732TotalRevenueColumnAmt
Exclusion-$34,732ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$85,388FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$128,087ContriRptFundraisingEventAmt
Fundraising Direct Expenses$85,388FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,076,581TotalRevenueColumnAmt
Related Or Exempt Func Income$544,394RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$319,992ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$845,184TotalAmt
Program Services$845,184ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$379,752TotalAmt
Program Services$379,752ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$204,751TotalAmt
Program Services$126,945ProgramServicesAmt
Management And General$38,903ManagementAndGeneralAmt
Fundraising$38,903FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,427,483TotalAmt
Program Services$1,053,978ProgramServicesAmt
Management And General$95,392ManagementAndGeneralAmt
Fundraising$278,113FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,283TotalAmt
Program Services$22,662ProgramServicesAmt
Management And General$4,162ManagementAndGeneralAmt
Fundraising$12,459FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$111,613TotalAmt
Program Services$65,346ProgramServicesAmt
Management And General$13,690ManagementAndGeneralAmt
Fundraising$32,577FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$128,530TotalAmt
Program Services$95,653ProgramServicesAmt
Management And General$9,728ManagementAndGeneralAmt
Fundraising$23,149FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$47,825TotalAmt
Management And General$47,825ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$397,542TotalAmt
Program Services$349,606ProgramServicesAmt
Management And General$26,716ManagementAndGeneralAmt
Fundraising$21,220FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$139,103TotalAmt
Program Services$67,506ProgramServicesAmt
Management And General$16,394ManagementAndGeneralAmt
Fundraising$55,203FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,396TotalAmt
Program Services$20,396ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$107,289TotalAmt
Program Services$107,289ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,469TotalAmt
Program Services$2,800ProgramServicesAmt
Management And General$2,069ManagementAndGeneralAmt
Fundraising$1,600FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
PROGRAM MATERIALS$842,983$842,983
SCHOOL EVENTS & TRIPS$350,308$350,308
COMMUNITY ENGAGEMENT$73,802$73,802
STIPENDS$62,275$62,275

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$47,688TotalAmt
Program Services$47,688ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,232,276TotalAmt
Program Services$4,440,371ProgramServicesAmt
Management And General$254,879ManagementAndGeneralAmt
Fundraising$537,026FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,199,985BOYAmt
EOY$1,555,528EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$987,664BOYAmt
EOY$507,952EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,593BOYAmt
EOY$225,466EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,595BOYAmt
EOY$32,647EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,761,160BOYAmt
EOY$7,574,711EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$453,497BOYAmt
EOY$578,057EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,455,494BOYAmt
EOY$10,474,361EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,761,645BOYAmt
EOY$2,201,933EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$138,171BOYAmt
EOY$171,110EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,899,816BOYAmt
EOY$2,373,043EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$459,384BOYAmt
EOY$1,235,974EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,096,294BOYAmt
EOY$6,865,344EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,555,678BOYAmt
EOY$8,101,318EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,455,494BOYAmt
EOY$10,474,361EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$155,695ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$701,335NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PASADENA UNIFIED SCHOOL DISTRICTBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN956002372EIN
Organization Type6OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$845,184SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$845,184SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided Documents0TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Governmental EntityYes (X)GovernmentalEntityInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART IV, SECTION E, LINE 1C:THE PASADENA EDUCATIONAL FOUNDATION (PEF) IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE PASADENA UNIFIED SCHOOL DISTRICT (PUSD), ITS TEACHERS, AND ITS STUDENTS. THE SPECIFIC AND PRIMARY PURPOSE FOR WHICH PEF WAS FORMED IS TO ASSIST IN THE ACHIEVEMENT OF A SUPERIOR SCHOOL SYSTEM FOR ALL CHILDREN ENROLLED IN PUBLIC SCHOOLS IN THE PUSD BY RECEIVING CONTRIBUTIONS AND CONTRIBUTING FUNDS TO THE PUSD, AND BY CARRYING OUT THE FUNCTIONS AND PURPOSES OF THE PUSD THROUGH THE CONDUCT OF PLANNING, RESEARCH, AND DEVELOPMENT PROJECTS DESIGNED TO BENEFIT PUSD.
SCHEDULE A, PART IV, SECTION D, LINE 3:A PUSD BOARD MEMBER SERVES IN A NON-VOTING ADVISORY CAPACITY ON THE PEF BOARD OF DIRECTORS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$754,760BeginningYearBalanceAmt
Contributions$55,000ContributionsAmt
Investment Earnings Or Losses$145,046InvestmentEarningsOrLossesAmt
End Year Balance$954,806EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$611,267BeginningYearBalanceAmt
Contributions$55,000ContributionsAmt
Investment Earnings Or Losses$88,493InvestmentEarningsOrLossesAmt
End Year Balance$754,760EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$655,190BeginningYearBalanceAmt
Contributions$60,000ContributionsAmt
Investment Earnings Or Losses-$103,923InvestmentEarningsOrLossesAmt
End Year Balance$611,267EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$458,401BeginningYearBalanceAmt
Contributions$45,877ContributionsAmt
Investment Earnings Or Losses$150,912InvestmentEarningsOrLossesAmt
End Year Balance$655,190EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$394,052BeginningYearBalanceAmt
Contributions$47,069ContributionsAmt
Investment Earnings Or Losses$17,280InvestmentEarningsOrLossesAmt
End Year Balance$458,401EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.75000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescBENEFICAL INTEREST IN ASSETS HELD AT THE PASADENA COMMUNITY FOUNDATIONDesc
Book Value$578,057BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$578,057TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,730,091TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$701,335NetUnrealizedGainsInvstAmt
Revenue Not Reported$701,335RevenueNotReportedAmt
Revenue Subtotal$5,028,756RevenueSubtotalAmt
Investment Expenses Not Incld$47,825InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$47,825RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,076,581TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,184,451TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,184,451ExpensesSubtotalAmt
Investment Expenses Not Incld2$47,825InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$47,825ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,232,276TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2024 CONSIST OF DONOR-RESTRICTED AMOUNTS RECEIVED IN WHICH THE PRINCIPAL GIFT IS TO REMAIN IN PERPETUITY. ONLY THE INCOME EARNED CAN BE USED TO SATISFY TEMPORARY RESTRICTIONS, OR FOR OPERATIONS, IF UNRESTRICTED. SUMMARY OF ENDOWMENT FUND BALANCES AND ACTIVITY. PERMANENTLY RESTRICTED ENDOWMENT NET ASSET COMPOSITION BY DONOR IMPOSED STIPULATIONS FOR THE YEARS ENDED JUNE 30, 2024 IS AS FOLLOWS: WILSON LIBRARY $ 100,920 MUSIC AND EDUCATION 64,000 GENERAL OPERATING PURPOSES 578,057 TOTALS $ 742,977 ENDOWMENT NET ASSETS CONSIST OF THE FOLLOWING AT JUNE 30, 2024: CASH $ 0 INVESTMENTS 376,749 BENEFICIAL INTEREST IN PERPETUAL TRUST 578,057 TOTALS $ 954,806
PART X, LINE 2:ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JUNE 30, 2024 AND 2023. GENERALLY, THE FOUNDATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR THREE YEARS (FEDERAL) OR FOUR YEARS (STATE OF CALIFORNIA) FROM THE DATE OF FILING.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING EVENTEvent1Nm
Gross Receipts Event1$213,475GrossReceiptsEvent1Amt
Charitable Contri Event1$128,087CharitableContriEvent1Amt
Gross Revenue Event1$85,388GrossRevenueEvent1Amt
Rent Facility Costs Event1$23,594RentFacilityCostsEvent1Amt
Food And Beverage Event1$40,765FoodAndBeverageEvent1Amt
Entertainment Event1$1,599EntertainmentEvent1Amt
Other Direct Expenses Event1$19,430OtherDirectExpensesEvent1Amt
Gross Receipts Total$213,475GrossReceiptsTotalAmt
Charitable Contributions Tot$128,087CharitableContributionsTotAmt
Gross Revenue Total Events$85,388GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$23,594RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$40,765FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,599EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$19,430OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$85,388DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PASADENA UNIFIED SCHOOL DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1351 SOUTH HUDSON AVENUE ROOM 214AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Recipient EIN956002372RecipientEIN
Cash Grant$845,184CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
COLLEGE SCHOLARSHIPS150$178,550
TEACHER GRANTS144$201,202

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT FUNDS ARE DISTRIBUTED TO THE APPROPRIATE PROGRAM UPON RECEIPT OF THE FUNDS FROM THE GRANTOR. REGULAR REPORTS ARE PROVIDED TO THE GRANTOR, AND THE BOOKKEEPING IS CHECKED REGULARLY TO ASCERTAIN THAT PAYMENTS HAVE BEEN MET.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPATRICK CONYERSPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$190,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$9,500DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$199,500TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE COMMITTEE MEETS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND USES COMPARABLE LOCAL NONPROFIT SALARIES AND EXPERIENCE, TO DETERMINE SALARY RANGE. THE EXECUTIVE DIRECTOR RECOMMENDS TO THE EXECUTIVE COMMITTEE COMPENSATION LEVELS FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS APPROVES THE BUDGET WHICH INCLUDES COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 WILL BE PROVIDED AS AN EMAIL ATTACHMENT FOR ALL BOARD MEMBERS TO VIEW. THE EXECUTIVE COMMITTEE WILL REVIEW THE DOCUMENT BEFORE FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE MEETS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND USES COMPARABLE LOCAL NONPROFIT SALARIES AND EXPERIENCE, TO DETERMINE SALARY RANGE. THE EXECUTIVE DIRECTOR RECOMMENDS TO THE EXECUTIVE COMMITTEE COMPENSATION LEVELS FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS APPROVES THE BUDGET WHICH INCLUDES COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19FORM 990 IS UPLOADED ON PEF WEBSITE AND ON THE WEBSITE OF GUIDESTAR.
FORM 990, PART XII, LINE 2C:THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR.

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