2015-04-21T19:25:35-05:00 2014-06-30 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BOULEVARD-SUITE 1660 LOS ANGELES CA 900102481 990 2013-07-01 237149451 PASADENA EDUCATIONAL FOUNDATION PASA 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 PATRICK CONYERS EXECUTIVE DIRECTOR 6263963625 2015-04-21 JOHN BOVARD MIRON P01358141 2136393550 2013 2016-02-25 16:41:14Z PATRICK CONYERS 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 7812778 0 X HTTP://WWW.PASEDFOUNDATION.ORG/ X 1971 CA FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. 33 33 158 120 0 0 5646959 4897655 587422 669237 985619 -513 0 0 7220000 5566379 3256984 1713377 0 0 1642399 1952065 18600 24999 395435 99447 1523652 5017430 5214093 2202570 352286 7295583 7675478 1362678 1036078 5932905 6639400 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 3773050 1587425 108137 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. 855333 125952 561100 PEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. IN 2013, IT SERVED OVER 1,100 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. 4628383 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 84 0 158 1 0 0 0 0 0 1 1 0 0 0 0 X 33 33 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 BRIAN MCDONALD PUSD LIAISON (NON-VOTING) 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 OKEEFFE BOARD MEMBER 2.00 X 0 0 0 ELIZABETH W POMEROY PUSD LIAISON (NON-VOTING) 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 JACQUELINE JACOBS 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 MILLER 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 METTA DOLLAR 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 REBECCA M ARAGON BOARD MEMBER 2.00 X 0 0 0 ROBERT B CHANPONG BOARD MEMBER 2.00 X 0 0 0 ROY BOULGHOURJIAN BOARD MEMBER 2.00 X 0 0 0 SANDY ROBERTS BOARD MEMBER 2.00 X 0 0 0 GEORGE A BRUMDER VICE PRESIDENT 8.00 X 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 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 121250 0 10865 121250 0 10865 1 0 0 0 0 103963 142209 4651483 1743280 4897655 SUMMER SCHOOL INCOME 611710 561100 561100 SERVICE FEE INCOME 611710 108137 108137 669237 16841 16841 2184367 2201721 -17354 -17354 -17354 44678 103963 44678 0 5566379 669237 0 -513 1475171 1475171 238206 238206 148847 59539 52096 37212 1587235 1273025 49679 264531 22888 18995 3893 41139 31945 1440 7754 151956 121754 7384 22818 12273 12273 24999 24999 2206 2206 243888 224244 6763 12881 13338 13338 136953 79955 35651 21347 32531 32531 29372 29372 8378 8378 PROGRAM MATERIALS 692417 692417 SCHOOL EVENTS + TRIPS 189027 189027 STIPENDS 100091 100091 PROFESSIONAL DEVELOPMNT 46567 46567 16611 16611 5214093 4628383 190275 395435 1582751 1294330 3722628 4132402 120919 207419 54689 46750 23837 31330 9880 9880 0 0 957321 1070445 833438 892802 7295583 7675478 1119312 759750 243366 276328 1362678 1036078 X 193234 269829 5460845 6090145 278826 279426 5932905 6639400 7295583 7675478 352286 354209 0 X X 0 1 X 1 0 X X X 0 0 0 PASADENA UNIFIED SCHOOL DISTRICT 956002372 6 1 1 1 1475171 1 1475171 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5739671 4377634 272705 4020439 6369571 4623902 5147166 28118 4059515 5739671 3904504 4018092 575853 3874547 4623902 4083504 3004552 476880 3660432 3904504 2686391 3986960 10441 2600288 4083504 0.04000 0.96000 0 0 9880 9880 0 0 GUIDANCE SOFTWARE COMMON STOCK 892802 F 892802 X 5794636 354209 354209 5440427 125952 125952 5566379 5088141 0 5088141 125952 125952 5214093 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2014 AND 2013 OF $6,090,145 AND $5,460,845, 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, 2014 AND 2013 OF $279,426 AND $278,826, 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. 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, 2014 AND 2013. 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 125,952. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUMMER SCHOOL SCHOLARSHIPS EXPENSE 125,952. X 1 DAVID SPIRO 3349 FAIR OAKS AVENUE ALTADENA CA 91001 GRANT WRITING 0 0 24999 0 24999 SPRING EVENT 148641 103963 44678 10389 23587 10702 148641 103963 44678 10389 23587 10702 44678 0 1 PASADENA UNIFIED SCHOOL DISTRICT 351 SOUTH HUDSON AVENUE ROOM 214 PASADENA CA 91101 956002372 1475171 SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. 1 COLLEGE SCHOLARSHIPS 62 64029 SUMMER SCHOOL SCHOLARSHIPS 580 125952 TEACHER GRANTS 57 48225 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 1742000 FAIR MARKET VALUE X PRINTING 1 1280 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 FINANCE COMMITTEE WHICH 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 FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, REVIEW OF THE FINANCIAL STATEMENTS, AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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 $892,802 AT JUNE 30, 2014, AND $833,438 AT JUNE 30, 2013. THE FOUNDATION IS LIQUIDATING THE STOCK IN ACCORDANCE WITH THE WISHES OF THE DONOR.