2022-05-11T15:40:14-05:00 2021-06-30 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2020-07-01 237149451 PASADENA EDUCATIONAL FOUNDATION PASA 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 PATRICK CONYERS EXECUTIVE DIRECTOR 6263963625 2022-05-11 PATRICK CONYERS 999009999 ARMEN GRIGORIAN P01582463 2136393550 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICK CONYERS 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 9945816 0 X WWW.PASEDFOUNDATION.ORG X 1971 CA FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. 36 36 23 500 0 0 3853571 3644808 499439 743910 257680 613976 0 0 4610690 5002694 1410686 1459377 0 0 1731844 1589058 19830 4380 609365 1811385 773991 4973745 3826806 -363055 1175888 9194355 10750801 2447939 2797016 6746416 7953785 X THE PASADENA EDUCATIONAL FOUNDATION'S MISSION IS TO SUPPORT, ENHANCE, AND SUPPLEMENT THE PROGRAMS, INITIATIVES, AND PRIORITIES OF THE PASADENA UNIFIED SCHOOL DISTRICT. 0 0 2308082 1459377 75000 PASADENA 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. 687724 668910 PEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. DURING FISCAL YEAR 2020-21, THE PROGRAM DID NOT RUN IN 2020 AND RAN IN A MODIFIED IN-PERSON VERSION IN 2021 ACCORDING TO COVID GUIDELINES AT THAT TIME. FOR SUMMER OF 2021, THE PROGRAM SERVED APPROXIMATELY 813 ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOL PUSD STUDENTS. OVER 65 DIFFERENT ENRICHMENT CLASSES INCLUDING DRAMA, ART, MATH, CREATIVE WRITING, CHESS, GOLF, TENNIS, ROBOTICS, COMPUTER AND MULTIMEDIA, SPANISH, MANDARIN, AND FRENCH IMMERSION, FINANCIAL LITERACY, LEADERSHIP SKILLS, AND MANY MORE WERE OFFERED. FOR THE 2021 SUMMER ONLY, THE PROGRAM WAS FULLY FUNDED BY PUSD, ALLOWING FOR ALL STUDENTS TO ATTEND AT NO COST.THE EXPENSES AND REVENUES REFLECTED ABOVE RELATE TO THE SUMMER OF 2021. IN SUMMER OF 2022, PEF WILL RESUME OPERATING THE PROGRAM IN IT'S PRE-COVID FORMAT OF REASONABLE STUDENT PAID TUITION WITH TUITION ASSISTANCE AWARDED ON AN AS-NEEDED BASIS. 2995806 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 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 0 1 17 0 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X PATRICK J CONYERS 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 FELITA KEALING BOARD PRESIDENT 10.00 X X 0 0 0 SARAH DESCHENES VICE PRESIDENT 10.00 X X 0 0 0 LUISA RENGIFO-ESTRADA VICE PRESIDENT 10.00 X X 0 0 0 JULIA MCCALLIN VICE PRESIDENT 10.00 X X 0 0 0 LAWAYNE WILLIAMS VICE PRESIDENT 10.00 X X 0 0 0 WILLIAM B CREIM TREASURER 10.00 X X 0 0 0 DAWN CARSON O'KEEFFE SECRETARY 10.00 X X 0 0 0 KATHY J ONOYE IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 ALMA M STOKES BOARD MEMBER 2.00 X 0 0 0 ANETT HILL BOARD MEMBER 2.00 X 0 0 0 ANGELITA MONT O'BRIEN BOARD MEMBER 2.00 X 0 0 0 ANNIE OELSCHLAGER BOARD MEMBER 2.00 X 0 0 0 D BARTON DOYLE BOARD MEMBER 2.00 X 0 0 0 DEL LILE BOARD MEMBER 2.00 X 0 0 0 DOMINICK CORREY BOARD MEMBER 2.00 X 0 0 0 ERIK BERG BOARD MEMBER 2.00 X 0 0 0 FRANCES DAYMAN BOARD MEMBER 2.00 X 0 0 0 GEORGE A BRUMDER BOARD MEMBER 2.00 X 0 0 0 JAMES PATTERSON BOARD MEMBER 2.00 X 0 0 0 JANE KACZMAREK BOARD MEMBER 2.00 X 0 0 0 JENNIFER MIYAKE-TRAPP BOARD MEMBER 2.00 X 0 0 0 JILL GIROD BOARD MEMBER 2.00 X 0 0 0 JONATHAN S FUHRMAN BOARD MEMBER 2.00 X 0 0 0 LAURA MICKENS BOARD MEMBER 2.00 X 0 0 0 LAWTON GRAY BOARD MEMBER 2.00 X 0 0 0 LINDA MORALES BOARD MEMBER 2.00 X 0 0 0 LORENA YEPEZ HERNANDEZ BOARD MEMBER 2.00 X 0 0 0 LORNA TOURYAN MILLER BOARD MEMBER 2.00 X 0 0 0 MARGUERITE ANN SNOW BOARD MEMBER 2.00 X 0 0 0 MELISSA WINHAM BOARD MEMBER 2.00 X 0 0 0 NIKI ELLIOT BOARD MEMBER 2.00 X 0 0 0 ROBERTO HERNANDEZ BOARD MEMBER 2.00 X 0 0 0 SANDY ROBERTS BOARD MEMBER 2.00 X 0 0 0 SHARON LEFLER BOARD MEMBER 2.00 X 0 0 0 TAMERLIN J GODLEY BOARD MEMBER 2.00 X 0 0 0 WILLIAM E THOMSON JR BOARD MEMBER 2.00 X 0 0 0 PATRICK CONYERS EXECUTIVE DIRECTOR 40.00 X 162500 0 8125 ANGELA PARRIS DEVELOPMENT DIRECTOR 40.00 X 115250 0 17760 277750 0 25885 2 0 1 0 0 300000 3344808 3644808 SUMMER SCHOOL INCOME 611710 668910 668910 SERVICE FEE INCOME 611710 75000 75000 743910 244285 244285 5312813 4943122 369691 369691 369691 5002694 743910 0 613976 1265576 1265576 193801 193801 173253 83161 45046 45046 1176875 795458 90087 291330 43090 26085 3916 13089 88771 51948 10481 26342 107069 72536 9834 24699 2013 2013 17400 17400 4380 4380 23062 23062 246152 182303 4542 59307 99629 40663 13610 45356 11569 11569 4444 1800 1644 1000 PROGRAM MATERIALS 219567 219567 COMMUNITY ENGAGEMENT 98816 98816 MERCHANT & BANK FEES 18883 18883 SCHOOL EVENTS & TRIPS 14148 14148 18308 18308 3826806 2995806 221635 609365 1261404 1791987 1457462 647460 299670 669478 3810 26920 5947235 7256109 224774 358847 9194355 10750801 2147939 2299359 227597 300000 270060 2447939 2797016 X 384499 1038818 6361917 6914967 6746416 7953785 9194355 10750801 1175888 31481 0 X X 0 1 X 1 0 X X 1 PASADENA UNIFIED SCHOOL DISTRICT 956002372 6 1 1265576 0 1 1265576 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 458401 45877 150912 655190 394052 47069 17280 458401 312549 50250 31253 394052 289037 100 23412 312549 270364 126 18547 289037 0.75000 0.25000 1 0 0 PPP LOAN 270060 270060 X 5011113 31481 31481 4979632 23062 23062 5002694 3803744 0 3803744 23062 23062 3826806 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2021 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, 2021 IS AS FOLLOWS: WILSON LIBRARY $ 100,920 MUSIC AND EDUCATION 64,000 GENERAL OPERATING PURPOSES 231.605 TOTALS $ 396,525 ENDOWMENT NET ASSETS CONSIST OF THE FOLLOWING AT JUNE 30, 2021: CASH $ 14,674 INVESTMENTS 281,669 BENEFICIAL INTEREST IN PERPETUAL TRUST 358,847 TOTALS $ 655,190 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, 2021 AND 2020. 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. 1 PASADENA UNIFIED SCHOOL DISTRICT 351 SOUTH HUDSON AVENUE ROOM 214 PASADENA CA 91101 956002372 1265576 SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. 1 COLLEGE SCHOLARSHIPS 74 79700 TEACHER GRANTS 123 114101 PART I, LINE 2: GRANT 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. X 0 0 0 0 0 0 0 0 0 PATRICK CONYERS EXECUTIVE DIRECTOR 162500 0 0 0 0 0 8125 0 0 0 170625 0 0 0 PART I, LINE 3 THE 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 B, LINE 11B A COPY OF FORM 990 WILL BE PROVIDED AS AN EMAIL ATTACHMENT FOR ALL BOARD MEMBERS TO VIEW. THE EXECUTIVE COMMITTEE WILL REVIEW THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 FORM 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.