2016-04-28T19:58:36-05:00 2015-06-30 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BLVD1660 LOS ANGELES CA 90010 990 2014-07-01 237149451 PASADENA EDUCATIONAL FOUNDATION PASA 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 PATRICK CONYERS EXECUTIVE DIRECTOR 6263963625 2016-04-27 JOHN BOVARD MIRON P01358141 2136393550 2014 2016-08-17 19:52:53Z PATRICK CONYERS 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 7618356 0 X WWW.PASEDFOUNDATION.ORG X 1971 CA FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. 31 31 188 120 0 0 4897655 4925617 669237 854297 -513 226739 0 0 5566379 6006653 1713377 1773968 0 0 1952065 2232756 24999 28944 423005 1523652 1905743 5214093 5941411 352286 65242 7675478 7620310 1036078 919853 6639400 6700457 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 4236008 1582035 140048 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. 1054696 191933 714249 PEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. IN FISCAL YEAR 2014-15, IT SERVED APPROXIMATELY 1,300 ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOL STUDENTS. OVER 70 DIFFERENT ENRICHMENT CLASSES INCLUDING DRAMA, ART, MATH, CREATIVE WRITING, CHESS, GOLF, ROBOTICS, SPANISH IMMERSION, MANDARIN IMMERSION AND MANY MORE WERE OFFERED. TUITION IS REASONABLE AND SCHOLARSHIPS ARE AWARDED ON AN AS-NEEDED BASIS. 5290704 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 86 0 188 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 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 OBRIEN BOARD MEMBER 2.00 X 0 0 0 D BARTON DOYLE BOARD MEMBER 2.00 X 0 0 0 DAVID DICRISTOFARO BOARD MEMBER 2.00 X 0 0 0 DAWN CARSON O'KEEFFE BOARD MEMBER 2.00 X 0 0 0 DR JACQUELINE JACOBS BOARD MEMBER 2.00 X 0 0 0 FELITA KEALING BOARD MEMBER 2.00 X 0 0 0 HARRY KAWAHARA 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 MCCREIGHT BOARD MEMBER 2.00 X 0 0 0 KATHY J ONOYE BOARD MEMBER 2.00 X 0 0 0 LAURA R MARTINEZ DE GARCIA BOARD MEMBER 2.00 X 0 0 0 LORNA TOURYAN MILLER BOARD MEMBER 2.00 X 0 0 0 LYDIA IDEM FUNKLEY BOARD MEMBER 2.00 X 0 0 0 MARGUERITE ANN SNOW BOARD MEMBER 2.00 X 0 0 0 MARIA KHADER-KARP BOARD MEMBER 2.00 X 0 0 0 MAUREEN CARLSON BOARD MEMBER 2.00 X 0 0 0 MERCEDESE HERVEY BOARD MEMBER 2.00 X 0 0 0 MIKALA RAHN PUSD LIAISON (NON-VOTING) 2.00 X 0 0 0 MONICA J HUBBARD BOARD MEMBER 2.00 X 0 0 0 PETER DREIER BOARD MEMBER 2.00 X 0 0 0 ROBERT B CHANPONG BOARD MEMBER 2.00 X 0 0 0 SANDY ROBERTS BOARD MEMBER 2.00 X 0 0 0 JOAN E PALMER SECRETARY 8.00 X X 0 0 0 JONATHAN S FUHRMAN TREASURER 8.00 X X 0 0 0 GEORGE A BRUMDER VICE PRESIDENT 8.00 X X 0 0 0 SCOTT W VAN DELLEN VICE PRESIDENT 8.00 X X 0 0 0 TAMERLIN J GODLEY VICE PRESIDENT 8.00 X X 0 0 0 WILLIAM B CREIM VICE PRESIDENT 8.00 X X 0 0 0 WILLIAM E THOMSON JR BOARD PRESIDENT 8.00 X X 0 0 0 PATRICK CONYERS EXECUTIVE DIRECTOR 40.00 X 140380 0 7419 ANGELA PARRIS DEVELOPMENT DIRECTOR 40.00 X 106975 0 5749 LINDA MACHIDA GRANTS DIRECTOR 40.00 X 101087 0 5381 348442 0 18549 3 0 0 0 0 110510 62660 4752447 1799520 4925617 SUMMER SCHOOL INCOME 611710 714249 714249 SERVICE FEE INCOME 611710 140048 140048 854297 25252 25252 1732320 1530833 201487 201487 201487 80870 110510 80870 0 6006653 854297 0 226739 1453761 1453761 320207 320207 136895 61603 41068 34224 1848263 1519440 68432 260391 44260 29389 3130 11741 28711 28104 167 440 174627 143196 8613 22818 13169 13169 28944 28944 2395 2395 334130 327711 6419 18443 18443 151772 87100 42102 22570 2500 1957 543 19392 19392 16323 16323 140 140 PROGRAM MATERIALS 948496 948496 SCHOOL EVENTS + TRIPS 196984 196984 STIPENDS 66615 66615 PROFESSIONAL DEVELOPMNT 49588 49588 85796 43919 41877 5941411 5290704 227702 423005 1294330 988270 4132402 4069323 207419 131930 46750 70268 31330 8437 9880 9880 0 0 1070445 874067 892802 1478015 7675478 7620310 759750 679527 276328 240326 1036078 919853 X 269829 263159 6090145 6191699 279426 245599 6639400 6700457 7675478 7620310 65242 -4185 0 X X 0 1 X 1 0 X X 1 PASADENA UNIFIED SCHOOL DISTRICT 956002372 6 1 1773968 0 1 1773968 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 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. 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 6369571 4398555 201930 4532758 6437298 5739671 4377634 272705 4020439 6369571 4623902 5147166 28118 4059515 5739671 3904504 4018092 575853 3874547 4623902 4083504 3004552 476880 3660432 3904504 0.03820 0.96180 0 0 9880 9880 0 0 GUIDANCE SOFTWARE COMMON STOCK 1478015 F 1478015 X 5810535 -4185 -4185 5814720 191933 191933 6006653 5749478 0 5749478 191933 191933 5941411 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2015 AND 2014 OF $6,191,699 AND $6,090,145, RESPECTIVELY, CONSIST OF DONOR-RESTRICTED AMOUNTS RECEIVED WHICH REQUIRE THE PAYMENT OF SPECIFIED PROGRAM SERVICE EXPENSES IN SATISFACTION OF THE RESTRICTION. PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2015 AND 2014 OF $245,599 AND $279,426, RESPECTIVELY, 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. PERMANENTLY RESTRICTED NET ASSETS DECREASED FROM 2014 TO 2015 DUE TO THE WRITE-OFF OF AN UNCOLLECTIBLE ENDOWMENT PLEDGE. THE FOUNDATION HAS REMAINED IN CONFORMITY WITH UPMIFA AND DONOR RESTRICTIONS THROUGHOUT THIS PERIOD. 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, 2015 AND 2014. 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 191,933. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUMMER SCHOOL SCHOLARSHIPS EXPENSE 191,933. X 1 DAVID SPIRO 3349 FAIR OAKS AVENUE ALTADENA CA 91001 GRANT WRITING 0 0 34163 0 34163 SPRING EVENT 150936 99683 51253 9703 26368 4138 11044 ROCK 4 PEF 40444 10827 29617 408 3193 6191 19825 191380 110510 80870 10111 29561 10329 30869 80870 0 1 PASADENA UNIFIED SCHOOL DISTRICT 351 SOUTH HUDSON AVENUE ROOM 214 PASADENA CA 91101 956002372 1453761 SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. 1 0 COLLEGE SCHOLARSHIPS 58 43551 SUMMER SCHOOL SCHOLARSHIPS 563 191933 TEACHER GRANTS 72 84723 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 1 1799520 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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. FORM 990, PART X, LINE 12, OTHER SECURITIES: INCLUDED IN COMMON STOCK ARE SHARES IN A SINGLE STOCK RECEIVED AS GIFTS FROM AN INDIVIDUAL FROM 2007 THROUGH PRESENT. THE FAIR MARKET VALUE OF THIS COMMON STOCK IS $1,478,015 AT JUNE 30, 2015, AND $892,802 AT JUNE 30, 2014. THE FOUNDATION IS LIQUIDATING THE STOCK IN ACCORDANCE WITH THE WISHES OF THE DONOR.