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Nonprofiteer
← SOUTH PASADENA EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by SOUTH PASADENA EDUCATIONAL FOUNDATION.

Totals

Total revenue
$2,623,023
Total expenses
$2,282,458
Contributions and grants received
$486,465
Grants paid
$836,135
Program service revenue
$2,104,467
Investment income
$32,091
Other revenue
$0
Total assets, end of year
$2,920,315
Total liabilities, end of year
$646,119
Net assets or fund balances, end of year
$2,274,196
Program services expenses (Part IX)
$1,960,805
Management and general expenses
$175,142
Fundraising expenses
$146,511
Program service expenses (Part III)
$1,960,805

Program services were 85.9% 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

    $116,264

  • 1f · All other contributions, gifts and grants

    $370,201

  • 2a · Program service revenue: ENRICHMENT AND SUMMER

    total $2,104,467 · related or exempt $2,104,467

  • 3 · Investment income

    total $32,118 · excluded $32,118

  • 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

    $181,204

  • 8a · Fundraising events: contributions included on line 1c

    $116,264

  • 8b · Fundraising events: direct expenses

    $181,204

  • 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 $836,135 · program services $836,135

  • 5 · Compensation of officers, directors and key employees

    total $113,352 · program services $28,338 · management and general $28,338 · fundraising $56,676

  • 7 · Other salaries and wages

    total $663,018 · program services $580,008 · management and general $48,890 · fundraising $34,120

  • 9 · Other employee benefits

    total $51,798 · program services $34,627 · management and general $10,329 · fundraising $6,842

  • 10 · Payroll taxes

    total $16,125 · program services $12,612 · management and general $1,661 · fundraising $1,852

  • 11c · Fees: accounting

    total $14,052 · management and general $14,052

  • 11f · Fees: investment management

    total $24 · management and general $24

  • 11g · Fees: other

    total $323,690 · program services $313,698 · management and general $4,724 · fundraising $5,268

  • 12 · Advertising and promotion

    total $19,505 · program services $11,632 · fundraising $7,873

  • 13 · Office expenses

    total $92,778 · program services $3,412 · management and general $61,622 · fundraising $27,744

  • 14 · Information technology

    total $8,854 · program services $4,027 · management and general $2,282 · fundraising $2,545

  • 16 · Occupancy

    total $11,001 · program services $5,004 · management and general $2,835 · fundraising $3,162

  • 23 · Insurance

    total $12,730 · program services $12,730

  • 24a · Other expenses: SUPPLIES

    total $72,442 · program services $71,628 · management and general $385 · fundraising $429

  • 24b · Other expenses: PROGRAM EXPENSE

    total $46,954 · program services $46,954

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,703,153 · end of year $1,776,643

  • 2 · Savings and temporary cash investments

    beginning of year $558,226 · end of year $829,835

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,983 · end of year $8,110

  • 12 · Investments: other securities

    beginning of year $280,586 · end of year $300,491

  • 15 · Other assets

    beginning of year $7,920 · end of year $5,236

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,783 · end of year $35,803

  • 18 · Grants payable

    beginning of year $600,000 · end of year $600,000

  • 19 · Deferred revenue

    beginning of year $1,664 · end of year $5,080

  • 25 · Other liabilities

    beginning of year $7,920 · end of year $5,236

  • 27 · Net assets without donor restrictions

    beginning of year $1,849,023 · end of year $2,198,686

  • 28 · Net assets with donor restrictions

    beginning of year $74,478 · end of year $75,510

Mission and programs · 2023

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 $719,732 · Grants $719,732

  • 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 $1,124,670 · Revenue $2,104,467

  • 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 $116,403 · Grants $116,403

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Emilia Aldana

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Kim Arnal

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Leland Jones

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Julie Halverson-Godson

    PARTI GRAS VP

    Total calculated
    $0
    Hours/week
    2

  • Grace Kung

    SUMMER PROGRAMS VP

    Total calculated
    $0
    Hours/week
    2

  • Barbra McLendon

    GRANTS VP

    Total calculated
    $0
    Hours/week
    2

  • Gabriela Berk

    BOARD DEVELOPMENT VP

    Total calculated
    $0
    Hours/week
    2

  • Lauren Black

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Melody Hou

    AFTERSCHOOL VP

    Total calculated
    $0
    Hours/week
    2

  • Thivantha Kurera

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian Mahler

    SOLICITATIONS CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Leslie Reale

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Karla Neu

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Christiana Pillot

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lisa Polansky

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sharmita Saha

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Angelique Singh

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Peter Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jean Yu

    COMMUNICATIONS VP

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Bubalo

    STEWARDSHIP CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Lindsey Angelats

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brandon Butcher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Todd Edwards

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mariela King

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Linda Nguyen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Saida Staudenmaier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dana Thompson-Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Vivan Tran

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Stacey Peterson

    EXECUTIVE DIRECTOR

    Total calculated
    $106,307
    From this org
    $89,900
    From related orgs
    $0
    Other
    $16,407
    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

    $836,135

    FUNDING OF A PORTION OF THE OPERATING BUDGET OF THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT.

Provenance

Return type
form_990
Tax year
2023
Filed
29 July 2025
IRS schema version
2023v6.0
Source object
202522109349300822

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