PASADENA EDUCATIONAL FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PASADENA EDUCATIONAL FOUNDATION (EIN 23-7149451)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-23
- IRS object ID
- 202041149349301424
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-23T20:56:28-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320530003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUIGLEY & MIRON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 1660 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237149451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASADENA EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PASA | BusinessNameControlTxt |
| Phone | 6263963625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 SOUTH HUDSON AVENUE NO 153 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK CONYERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6263963625 | PhoneNum |
| Signature | 2020-04-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARMEN GRIGORIAN | PreparerPersonNm |
| PTIN | P01582463 | PTIN |
| Phone | 2136393550 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.88.83.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-23 | IPDt |
| IP Tm | 18:55:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1988052032BF7E796496D37049D37B62C620639 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1988052032BF7E796496D37049D37B62C620639 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK CONYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 SOUTH HUDSON AVENUE NO 153 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,617,490 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PASEDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 198 | TotalEmployeeCnt |
| Total Volunteers | 335 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,201,327 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,393,121 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $901,356 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $993,901 | CYProgramServiceRevenueAmt |
| PY Investment Income | $226,965 | PYInvestmentIncomeAmt |
| CY Investment Income | $257,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,329,648 | PYTotalRevenueAmt |
| CY Total Revenue | $6,644,616 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,459,312 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,043,633 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,955,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,990,009 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $39,830 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $19,680 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $523,380 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,775,817 | PYOtherExpensesAmt |
| CY Other Expenses | $1,970,473 | CYOtherExpensesAmt |
| PY Total Expenses | $5,230,222 | PYTotalExpensesAmt |
| CY Total Expenses | $6,023,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $99,426 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $620,821 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,309,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,512,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,164,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,490,819 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,144,365 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,021,820 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PASADENA EDUCATIONAL FOUNDATION'S MISSION IS TO SUPPORT, ENHANCE, AND SUPPLEMENT THE PROGRAMS, INITIATIVES, AND PRIORITIES OF THE PASADENA UNIFIED SCHOOL DISTRICT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,052,827 | ExpenseAmt |
| Grant | $1,847,864 | GrantAmt |
| Revenue | $150,000 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,209,176 | ExpenseAmt |
| Grant | $195,769 | GrantAmt |
| Revenue | $843,901 | RevenueAmt |
| Desc | PEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. IN FISCAL YEAR 2018-19, IT SERVED APPROXIMATELY 1,619 ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOL STUDENTS. OVER 120 DIFFERENT ENRICHMENT CLASSES INCLUDING DRAMA, ART, MATH, CREATIVE WRITING, CHESS, GOLF, ROBOTICS, COMPUTER AND MULTIMEDIA, SPANISH, MANDARIN, AND FRENCH IMMERSION, FINANCIAL LITERACY, LEADERSHIP SKILLS, AND MANY MORE WERE OFFERED. TUITION IS REASONABLE AND OVER 480 SCHOLARSHIPS ARE AWARDED ON AN AS-NEEDED BASIS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,262,003 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 198 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK J CONYERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263963625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 SOUTH HUDSON AVENUE NO 153 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALMA M STOKES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANETT HILL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELITA MONT O'BRIEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| D BARTON DOYLE | |||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAWN CARSON O'KEEFFE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEL LILE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK BERG | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICIA WILLIAMS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FELITA KEALING | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRANCES DAYMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE A BRUMDER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES PATTERSON | |||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANE KACZMAREK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER MIYAKE-TRAPP | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL GIROD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN S FUHRMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA MCCALLIN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY J ONOYE | |||||||
| BOARD PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAWAYNE WILLIAMS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORNA TOURYAN MILLER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCY LAMB | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUISA RENGIFO-ESTRADA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYDIA IDEM FINKLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGUERITE ANN SNOW | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN CARLSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA WINHAM | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SANDY ROBERTS | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH DESCHENES | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHARON LEFLER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMERLIN J GODLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B CREIM | |||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E THOMSON JR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK CONYERS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $155,000 | $0 | $7,750 | Yes (X) | ||
| ANGELA PARRIS | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $115,250 | $0 | $16,589 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $270,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,339 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $476,585 | FundraisingAmt |
| All Other Contributions | $4,916,536 | AllOtherContributionsAmt |
| Noncash Contributions | $81,965 | NoncashContributionsAmt |
| Total Contributions | $5,393,121 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUMMER SCHOOL INCOME | 611710 | $843,901 | $843,901 |
| SERVICE FEE INCOME | 611710 | $150,000 | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $993,901 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,359 | TotalRevenueColumnAmt |
| Exclusion | $253,359 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $927,365 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $923,130 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,235 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,235 | TotalRevenueColumnAmt |
| Exclusion | $4,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,744 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $476,585 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,744 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,644,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $993,901 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $257,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,966 | TotalAmt |
| Program Services | $1,588,966 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,667 | TotalAmt |
| Program Services | $454,667 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,750 | TotalAmt |
| Program Services | $65,100 | ProgramServicesAmt |
| Management And General | $56,963 | ManagementAndGeneralAmt |
| Fundraising | $40,687 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,542,343 | TotalAmt |
| Program Services | $1,134,797 | ProgramServicesAmt |
| Management And General | $101,919 | ManagementAndGeneralAmt |
| Fundraising | $305,627 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,412 | TotalAmt |
| Program Services | $25,075 | ProgramServicesAmt |
| Management And General | $4,459 | ManagementAndGeneralAmt |
| Fundraising | $13,878 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,541 | TotalAmt |
| Program Services | $54,779 | ProgramServicesAmt |
| Management And General | $12,094 | ManagementAndGeneralAmt |
| Fundraising | $26,668 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,963 | TotalAmt |
| Program Services | $109,985 | ProgramServicesAmt |
| Management And General | $11,849 | ManagementAndGeneralAmt |
| Fundraising | $26,129 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525 | TotalAmt |
| Management And General | $525 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,054 | TotalAmt |
| Management And General | $17,054 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,680 | TotalAmt |
| Fundraising | $19,680 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,362 | TotalAmt |
| Program Services | $3,362 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,087 | TotalAmt |
| Program Services | $691,306 | ProgramServicesAmt |
| Management And General | $6,705 | ManagementAndGeneralAmt |
| Fundraising | $1,076 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,167 | TotalAmt |
| Program Services | $86,651 | ProgramServicesAmt |
| Management And General | $23,036 | ManagementAndGeneralAmt |
| Fundraising | $40,480 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,800 | TotalAmt |
| Management And General | $2,800 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,911 | TotalAmt |
| Program Services | $35,911 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,308 | TotalAmt |
| Program Services | $72,308 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,808 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
| Management And General | $1,008 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM MATERIALS | $453,551 | $453,551 | |
| SCHOOL EVENTS & TRIPS | $394,343 | $394,343 | |
| COMMUNITY ENGAGEMENT | $48,155 | $48,155 | |
| STIPENDS | $42,363 | $42,363 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,039 | TotalAmt |
| Program Services | $47,039 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,023,795 | TotalAmt |
| Program Services | $5,262,003 | ProgramServicesAmt |
| Management And General | $238,412 | ManagementAndGeneralAmt |
| Fundraising | $523,380 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,717 | BOYAmt |
| EOY | $1,573,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,832 | BOYAmt |
| EOY | $358,586 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,484 | BOYAmt |
| EOY | $193,663 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,441 | BOYAmt |
| EOY | $35,942 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,241,764 | BOYAmt |
| EOY | $7,184,842 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,996 | BOYAmt |
| EOY | $166,124 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,309,234 | BOYAmt |
| EOY | $9,512,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,691 | BOYAmt |
| EOY | $2,224,619 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,178 | BOYAmt |
| EOY | $266,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,164,869 | BOYAmt |
| EOY | $2,490,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,146 | BOYAmt |
| EOY | $731,714 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,887,394 | BOYAmt |
| EOY | $5,994,031 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,825 | BOYAmt |
| EOY | $296,075 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,144,365 | BOYAmt |
| EOY | $7,021,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,309,234 | BOYAmt |
| EOY | $9,512,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $620,821 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $256,634 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASADENA UNIFIED SCHOOL DISTRICT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956002372 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,588,966 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,588,966 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | 0 | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Governmental Entity | Yes (X) | GovernmentalEntityInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $312,549 | BeginningYearBalanceAmt |
| Contributions | $50,250 | ContributionsAmt |
| Investment Earnings Or Losses | $31,253 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $394,052 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $289,037 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $23,412 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $312,549 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $270,364 | BeginningYearBalanceAmt |
| Contributions | $126 | ContributionsAmt |
| Investment Earnings Or Losses | $18,547 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $289,037 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,389 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,975 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $270,364 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $290,667 | BeginningYearBalanceAmt |
| Contributions | $10,092 | ContributionsAmt |
| Investment Earnings Or Losses | $5,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,919 | OtherExpendituresAmt |
| End Year Balance | $262,389 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,705,481 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $256,634 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $256,634 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,448,847 | RevenueSubtotalAmt |
| Other Revenues Not Included | $195,769 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $195,769 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,644,616 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,828,026 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,828,026 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $195,769 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $195,769 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,023,795 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2019 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, 2019 IS AS FOLLOWS: WILSON LIBRARY $ 100,920 MUSIC AND EDUCATION 64,000 GENERAL OPERATING PURPOSES 131,155 TOTALS $ 296,075 ENDOWMENT NET ASSETS CONSIST OF THE FOLLOWING AT JUNE 30, 2019: CASH $ 31,280 INVESTMENTS 196,648 BENEFICIAL INTEREST IN PERPETUAL TRUST 166,124 TOTALS $ 394,052 |
| 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, 2019 AND 2018. 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SUMMER SCHOOL SCHOLARSHIPS EXPENSE 195,769. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SUMMER SCHOOL SCHOLARSHIPS EXPENSE 195,769. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 434 N GERONA AVE | AddressLine1Txt |
| City | SAN GABRIEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91775 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $125,000 | GrossReceiptsAmt |
| Retained By Contractor | $19,680 | RetainedByContractorAmt |
| Net To Organization | $105,320 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $125,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $19,680 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $105,320 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING EVENT | Event1Nm |
| Gross Receipts Event1 | $526,329 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $476,585 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,744 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,209 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,590 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,945 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $526,329 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $476,585 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,744 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,209 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,590 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,945 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,744 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASADENA UNIFIED SCHOOL DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 SOUTH HUDSON AVENUE ROOM 214 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 956002372 | RecipientEIN |
| Cash Grant | $1,588,966 | CashGrantAmt |
| Purpose Of Grant | SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS | 64 | $63,700 |
| SUMMER SCHOOL SCHOLARSHIPS | 480 | $195,769 |
| TEACHER GRANTS | 122 | $191,598 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK CONYERS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $155,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $162,750 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 340 | ContributionCnt |
| Noncash Contributions Rpt F990 | $68,784 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CERTIFICATES | Desc |
| Contribution | 1500 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,122 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 IX, LINE 11G | OUTSIDE CONTRACTORS & SERVICES: PROGRAM SERVICE EXPENSES 691,306. MANAGEMENT AND GENERAL EXPENSES 6,705. FUNDRAISING EXPENSES 1,076. TOTAL EXPENSES 699,087. |
| 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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