2020-04-23T20:56:28-05:00 2019-06-30 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2018-07-01 237149451 PASADENA EDUCATIONAL FOUNDATION PASA 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 PATRICK CONYERS EXECUTIVE DIRECTOR 6263963625 2020-04-23 ARMEN GRIGORIAN P01582463 2136393550 99.88.83.161 2020-04-23 18:55:31 PD P C1988052032BF7E796496D37049D37B62C620639 C1988052032BF7E796496D37049D37B62C620639 2018 2020-09-23 17:36:50Z PATRICK CONYERS 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 7617490 0 X WWW.PASEDFOUNDATION.ORG X 1971 CA FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. 32 32 198 335 0 0 4201327 5393121 901356 993901 226965 257594 0 0 5329648 6644616 1459312 2043633 0 0 1955263 1990009 39830 19680 523380 1775817 1970473 5230222 6023795 99426 620821 7309234 9512639 1164869 2490819 6144365 7021820 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 4052827 1847864 150000 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. 1209176 195769 843901 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. 5262003 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 101 0 198 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 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 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 D BARTON DOYLE TREASURER 10.00 X X 0 0 0 DAWN CARSON O'KEEFFE BOARD MEMBER 2.00 X 0 0 0 DEL LILE BOARD MEMBER 2.00 X 0 0 0 ERIK BERG BOARD MEMBER 2.00 X 0 0 0 FELICIA WILLIAMS BOARD MEMBER 2.00 X 0 0 0 FELITA KEALING VICE PRESIDENT 10.00 X 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 SECRETARY 10.00 X 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 JULIA MCCALLIN BOARD MEMBER 2.00 X 0 0 0 KATHY J ONOYE BOARD PRESIDENT 10.00 X X 0 0 0 LAWAYNE WILLIAMS BOARD MEMBER 2.00 X 0 0 0 LORNA TOURYAN MILLER BOARD MEMBER 2.00 X 0 0 0 LUCY LAMB BOARD MEMBER 2.00 X 0 0 0 LUISA RENGIFO-ESTRADA BOARD MEMBER 2.00 X 0 0 0 LYDIA IDEM FINKLEY BOARD MEMBER 2.00 X 0 0 0 MARGUERITE ANN SNOW BOARD MEMBER 2.00 X 0 0 0 MAUREEN CARLSON BOARD MEMBER 2.00 X 0 0 0 MELISSA WINHAM VICE PRESIDENT 10.00 X X 0 0 0 SANDY ROBERTS VICE PRESIDENT 10.00 X X 0 0 0 SARAH DESCHENES VICE PRESIDENT 10.00 X 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 B CREIM IMMEDIATE PAST PRESIDENT 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 155000 0 7750 ANGELA PARRIS DEVELOPMENT DIRECTOR 40.00 X 115250 0 16589 270250 0 24339 2 0 1 0 0 476585 4916536 81965 5393121 SUMMER SCHOOL INCOME 611710 843901 843901 SERVICE FEE INCOME 611710 150000 150000 993901 253359 253359 927365 923130 4235 4235 4235 49744 476585 49744 0 6644616 993901 0 257594 X 1588966 1588966 454667 454667 162750 65100 56963 40687 1542343 1134797 101919 305627 43412 25075 4459 13878 93541 54779 12094 26668 147963 109985 11849 26129 525 525 17054 17054 19680 19680 3362 3362 699087 691306 6705 1076 150167 86651 23036 40480 2800 2800 35911 35911 72308 72308 3808 1800 1008 1000 PROGRAM MATERIALS 453551 453551 SCHOOL EVENTS & TRIPS 394343 394343 COMMUNITY ENGAGEMENT 48155 48155 STIPENDS 42363 42363 47039 47039 6023795 5262003 238412 523380 1499717 1573482 300832 358586 124484 193663 31441 35942 5241764 7184842 110996 166124 7309234 9512639 941691 2224619 223178 266200 1164869 2490819 X 11146 731714 5887394 5994031 245825 296075 6144365 7021820 7309234 9512639 620821 256634 0 X X 0 1 X 1 0 X X 1 PASADENA UNIFIED SCHOOL DISTRICT 956002372 6 1 1588966 0 1 1588966 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 312549 50250 31253 394052 289037 100 23412 312549 270364 126 18547 289037 262389 7975 270364 290667 10092 5549 43919 262389 0.75000 0.25000 1 0 0 X 6705481 256634 256634 6448847 195769 195769 6644616 5828026 0 5828026 195769 195769 6023795 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. X 0 BEH LLC 434 N GERONA AVE SAN GABRIEL CA 91775 GRANT WRITING 0 125000 19680 105320 125000 19680 105320 SPRING EVENT 526329 476585 49744 14209 16590 18945 526329 476585 49744 14209 16590 18945 49744 0 1 PASADENA UNIFIED SCHOOL DISTRICT 351 SOUTH HUDSON AVENUE ROOM 214 PASADENA CA 91101 956002372 1588966 SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. COLLEGE SCHOLARSHIPS 64 63700 SUMMER SCHOOL SCHOLARSHIPS 480 195769 TEACHER GRANTS 122 191598 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 155000 0 0 0 0 0 7750 0 0 0 162750 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. X 340 68784 FAIR MARKET VALUE X 1 5681 FAIR MARKET VALUE X GIFT CERTIFICATES 1500 7122 FAIR MARKET VALUE 0 1 0 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.