Form 990 for tax year 2024
Filed by SOUTH PASADENA EDUCATIONAL FOUNDATION.
Totals
- Total revenue
- $2,954,564
- Total expenses
- $2,635,382
- Contributions and grants received
- $714,855
- Grants paid
- $1,039,530
- Program service revenue
- $2,191,043
- Investment income
- $48,666
- Other revenue
- $0
- Total assets, end of year
- $3,228,289
- Total liabilities, end of year
- $629,401
- Net assets or fund balances, end of year
- $2,598,888
- Program services expenses (Part IX)
- $2,312,825
- Management and general expenses
- $176,336
- Fundraising expenses
- $146,221
- Program service expenses (Part III)
- $2,312,825
Program services were 87.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$147,006
-
1f · All other contributions, gifts and grants
$567,849
-
1g · Noncash contributions included above
$130,000
-
2a · Program service revenue: ENRICHMENT AND SUMMER
total $2,191,043 · related or exempt $2,191,043
-
3 · Investment income
total $48,693 · excluded $48,693
-
7a · Gross sales of assets other than inventory
securities $12
-
7b · Less cost or other basis and sales expenses
securities $39
-
7c · Gain or loss
securities -$27
-
7d · Net gain or loss
total -$27 · excluded -$27
-
8a · Fundraising events: gross income
$190,279
-
8a · Fundraising events: contributions included on line 1c
$147,006
-
8b · Fundraising events: direct expenses
$190,279
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,039,530 · program services $1,039,530
-
5 · Compensation of officers, directors and key employees
total $110,945 · program services $27,736 · management and general $27,736 · fundraising $55,473
-
7 · Other salaries and wages
total $688,849 · program services $608,060 · management and general $48,099 · fundraising $32,690
-
9 · Other employee benefits
total $51,386 · program services $34,426 · management and general $9,719 · fundraising $7,241
-
10 · Payroll taxes
total $16,760 · program services $13,109 · management and general $1,726 · fundraising $1,925
-
11c · Fees: accounting
total $13,000 · management and general $13,000
-
11f · Fees: investment management
total $24 · management and general $24
-
11g · Fees: other
total $405,539 · program services $395,383 · management and general $4,802 · fundraising $5,354
-
12 · Advertising and promotion
total $25,870 · program services $15,850 · fundraising $10,020
-
13 · Office expenses
total $91,824 · program services $618 · management and general $64,828 · fundraising $26,378
-
14 · Information technology
total $7,776 · program services $3,537 · management and general $2,004 · fundraising $2,235
-
16 · Occupancy
total $11,000 · program services $5,003 · management and general $2,835 · fundraising $3,162
-
23 · Insurance
total $12,339 · program services $12,339
-
24a · Other expenses: SUPPLIES
total $85,557 · program services $84,899 · management and general $311 · fundraising $347
-
24b · Other expenses: PROGRAM EXPENSE
total $70,126 · program services $70,126
-
24c · Other expenses: EQUIPMENT RENTAL AND MA
total $4,857 · program services $2,209 · management and general $1,252 · fundraising $1,396
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,776,643 · end of year $1,974,173
-
2 · Savings and temporary cash investments
beginning of year $829,835 · end of year $864,072
-
4 · Accounts receivable
end of year $59,760
-
9 · Prepaid expenses and deferred charges
beginning of year $8,110 · end of year $9,032
-
12 · Investments: other securities
beginning of year $300,491 · end of year $318,732
-
15 · Other assets
beginning of year $5,236 · end of year $2,520
-
17 · Accounts payable and accrued expenses
beginning of year $35,803 · end of year $22,461
-
18 · Grants payable
beginning of year $600,000 · end of year $600,000
-
19 · Deferred revenue
beginning of year $5,080 · end of year $4,420
-
25 · Other liabilities
beginning of year $5,236 · end of year $2,520
-
27 · Net assets without donor restrictions
beginning of year $2,198,686 · end of year $2,479,224
-
28 · Net assets with donor restrictions
beginning of year $75,510 · end of year $119,664
Mission and programs · 2024
Mission
FOUNDED IN 1980 BY A GROUP OF PASSIONATE PARENTS, SOUTH PASADENA EDUCATIONAL FOUNDATION (SPEF) IS DEDICATED TO PROMOTING EDUCATIONAL EXCELLENCE IN THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT THROUGH VARIOUS FUNDRAISING AND ENRICHMENT PROGRAMS. ADMINISTERED BY A VOLUNTEER BOARD OF DIRECTORS COMPOSED OF PARENTS, COMMUNITY MEMBERS AND BUSINESS LEADERS, SPEF PROVIDES MUCH NEEDED SUPPORT TO THE STUDENTS IN SOUTH PASADENA IN ALL EDUCATIONAL AREAS INCLUDING ACADEMICS, CURRICULUM AND TECHNOLOGY, LIBRARY SERVICES AND SUPPORT, VISUAL AND PERFORMING ARTS, SCIENCE, CHARACTER BUILDING EDUCATION, COUNSELING SERVICES, AND ATHLETICS. DONATIONS TO SPEF SUPPORT SOUTH PASADENA'S FIVE PUBLIC SCHOOLS: ARROYO VISTA ELEMENTARY, MARENGO ELEMENTARY, MONTEREY HILLS ELEMENTARY, SOUTH PASADENA MIDDLE SCHOOL, AND SOUTH PASADENA HIGH SCHOOL. SINCE ITS INCEPTION, SPEF HAS RAISED CLOSE TO TEN MILLION DOLLARS TO RESTORE AND ENRICH EDUCATIONAL PROGRAMS BEYOND THAT WHICH THE SCHOOL DISTRICT IS ABLE TO FUND.
Activities or mission (Part I)
TO ASSIST IN ACHIEVING SUPERIOR PUBLIC EDUCATION WITHIN THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT
-
GRANTS TO THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT PROVIDE ADDITIONAL EQUIPMENT AND MATERIALS FOR THE BENEFIT OF ALL STUDENTS ENROLLED IN THE DISTRICT. THROUGH SPEF'S MAJOR GRANTS COMMITTEE, SPEF WILL CONTINUE TO HELP FUND THE DISTRICT'S INITIATIVE TO IMPROVE CAMPUS-WIDE STUDENT SOCIO-EMOTIONAL HEALTH THROUGH TEACHER TRAINING ON POSITIVE BEHAVIOR REINFORCEMENT, PROMOTION OF SELF-REGULATION TECHNIQUES, AND GREATER USE OF SMALL GROUP PEER COUNSELING FOR STUDENTS THAT NEED SUPPORT. SPEF ALSO FUNDED THE LAUNCH SCIENCE CURRICULUM FOR $100,000 TO BRING THE NEXT GENERATION SCIENCE STANDARDS AND NEW SCIENCE CURRICULUM INTO THE ELEMENTARY CLASSES.
Expenses $853,274 · Grants $853,274
-
SPEF RUNS AFTERSCHOOL ENRICHMENT CLASSES, THE ANNUAL 5TH GRADE MUSICAL, SUMMER SCHOOL AND SUMMER CAMPS. THE SPEF SUMMER SCHOOL SERVES OVER 2,000 CHILDREN FROM KINDERGARTEN TO 12TH GRADE. OUR ANNUAL 5TH GRADE MUSICAL BRINGS 5TH GRADERS FROM ALL THREE ELEMENTARY SCHOOLS TOGETHER TO LEARN ABOUT AND PERFORM A MUSICAL FOR THE ENTIRE COMMUNITY. SPEF'S BASKETBALL & LEADERSHIP SKILLS CAMP IS AN ANNUAL CAMP IN WE COLLABORATE WITH A.C. GREEN TO BRING HIS COACHES AND CURRICULUM TO THE SOUTH PASADENA SUMMER CAMPS AND WORK WITH STUDENTS. IN ADDITION TO TEACHING AND DEVELOPING BASKETBALL SKILLS, THE CAMP PROVIDES AN ENVIRONMENT PROMOTING CHARACTER AND CONFIDENCE BUILDING FOR THE STUDENTS WHO PARTICIPATE.
Expenses $1,273,295 · Revenue $2,191,043
-
THE TEACHER DIRECT GRANTS ALLOW TEACHERS AND SUPPORT STAFF TO APPLY FOR GRANTS UP TO $4,500 TO IMPLEMENT UNIQUE PROGRAMS IN THEIR CLASSROOMS, HELPING THEM ENHANCE THE CURRICULUM TO MEET THE NEEDS OF ALL STUDENTS, AND TO IGNITE CURIOSITY. TEACHER DIRECT GRANTS AFFECT ALL CURRICULUMS SUCH AS SCIENCE, WITH THE "JUICE FOR JUICE" CHEMISTRY GRANT; ENGINEERING, WITH THE "FEMINEER PROGRAM" WHICH ENGAGES K-12 GIRLS IN STEM; LEARNING TO CODE, WITH OUR OZOBOTS GRANT, AND LITERACY AND MUSIC, WITH THE "MUSIC TOUCHES EVERYBODY" LIBRARY GRANT. STANDING DESKS WERE PURCHASED TO IMPROVE LEARNING OPPORTUNITIES IN THE CLASSROOMS FOR STUDENTS WITH ADHD, AND KINDERGARTEN STUDENTS' CREATIVITY WERE ENCOURAGED WITH THE IMAGINATION PLAYGROUND GRANT.
Expenses $186,256 · Grants $186,256
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Grace KungGRACE KUNG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Rob ClydeROB CLYDE
EXECUTIVE VP
- Total calculated
- $0
- Hours/week
- 5
-
Kathleen BaumannKATHLEEN BAUMANN
COMMITTEE LEADERS
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer BubaloJENNIFER BUBALO
COMMITTEE LEADERS
- Total calculated
- $0
- Hours/week
- 2
-
Todd EdwardsTODD EDWARDS
COMMITTEE LEADERS
- Total calculated
- $0
- Hours/week
- 2
-
Melody HouMELODY HOU
COMMITTEE LEADERS
- Total calculated
- $0
- Hours/week
- 2
-
Brian MahlerBRIAN MAHLER
COMMITTEE LEADERS
- Total calculated
- $0
- Hours/week
- 2
-
Barbara McLendonBARBARA MCLENDON
COMMITTEE LEADERS
- Total calculated
- $0
- Hours/week
- 2
-
Kimberly ArnalKIMBERLY ARNAL
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Brandon ButcherBRANDON BUTCHER
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Lindsey AngelatsLINDSEY ANGELATS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mariela AmayaMARIELA AMAYA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lauren BlackLAUREN BLACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michelle Del RosarioMICHELLE DEL ROSARIO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alicia GarciaALICIA GARCIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Megan GardnerMEGAN GARDNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Beth GeeBETH GEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Linda KaoLINDA KAO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Panda KormanPANDA KORMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer KowalJENNIFER KOWAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kathy KwakKATHY KWAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Shana LevinSHANA LEVIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Heidi MayneHEIDI MAYNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David MooreDAVID MOORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Karla NeuKARLA NEU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jacklin PfaffJACKLIN PFAFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mariam RodriguezMARIAM RODRIGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Saida StaudenmaierSAIDA STAUDENMAIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dana Thompson-DavisDANA THOMPSON-DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Vivan TranVIVAN TRAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lorraine WongLORRAINE WONG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie ZiaSTEPHANIE ZIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Stacey PetersonSTACEY PETERSON
EXECUTIVE DIRECTOR
- Total calculated
- $105,492
- From this org
- $92,279
- From related orgs
- $0
- Other
- $13,213
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
SOUTH PASADENA UNIFIED SCHOOL DISTRICT
$1,039,530
FUNDING OF A PORTION OF THE OPERATING BUDGET OF THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 16 June 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621699349300732
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