2024-04-29T14:03:45-05:00 2023-07-31 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2022-08-01 953532316 SOUTH PASADENA EDUCATIONAL FOUNDATION SOUT 6264415810 1100 EL CENTRO STREET SOUTH PASADENA CA 91030 BRANDON BUTCHER TREASURER 6264415810 2024-04-29 BRANDON BUTCHER 999009999 1 JOHN BOVARD MIRON P01358141 2136393550 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EMILIA ALDANA 1100 EL CENTRO STREET SOUTH PASADENA CA 91030 2639007 0 X WWW.SPEF4KIDS.ORG X 1980 CA TO ASSIST IN ACHIEVING SUPERIOR PUBLIC EDUCATION WITHIN THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT 28 28 150 250 0 0 586829 570859 1684843 1897768 9699 8663 0 0 2281371 2477290 723036 877295 0 0 775866 724177 0 0 135727 337241 646359 1836143 2247831 445228 229459 2343963 2561868 641466 638367 1702497 1923501 X 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. 0 0 774783 774783 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. 1075440 1897768 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. 102512 102512 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. 1952735 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 150 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 CA X THE ORGANIZATION 6264415810 1100 EL CENTRO STREET SOUTH PASADENA CA 91030 EMILIA ALDANA PRESIDENT 10.00 X X 0 0 0 KIM ARNAL SECRETARY 3.00 X X 0 0 0 LELAND JONES TREASURER 5.00 X X 0 0 0 JULIE HALVERSON-GODSON PARTI GRAS VP 2.00 X 0 0 0 GRACE KUNG SUMMER PROGRAMS VP 2.00 X 0 0 0 BARBRA MCLENDON GRANTS VP 2.00 X 0 0 0 GABRIELA BERK BOARD DEVELOPMENT VP 2.00 X 0 0 0 LAUREN BLACK BOARD MEMBER 2.00 X 0 0 0 MELODY HOU AFTERSCHOOL VP 2.00 X 0 0 0 THIVANTHA KURERA BOARD MEMBER 2.00 X 0 0 0 BRIAN MAHLER SOLICITATIONS CHAIR 2.00 X 0 0 0 LESLIE REALE BOARD MEMBER 2.00 X 0 0 0 KARLA NEU BOARD MEMBER 2.00 X 0 0 0 CHRISTIANA PILLOT BOARD MEMBER 2.00 X 0 0 0 LISA POLANSKY BOARD MEMBER 2.00 X 0 0 0 SHARMITA SAHA BOARD MEMBER 2.00 X 0 0 0 ANGELIQUE SINGH BOARD MEMBER 2.00 X 0 0 0 PETER WILSON BOARD MEMBER 2.00 X 0 0 0 JEAN YU COMMUNICATIONS VP 2.00 X 0 0 0 JENNIFER BUBALO STEWARDSHIP CHAIR 2.00 X 0 0 0 LINDSEY ANGELATS BOARD MEMBER 2.00 X 0 0 0 BRANDON BUTCHER BOARD MEMBER 2.00 X 0 0 0 TODD EDWARDS BOARD MEMBER 2.00 X 0 0 0 MARIELA KING BOARD MEMBER 2.00 X 0 0 0 LINDA NGUYEN BOARD MEMBER 2.00 X 0 0 0 SAIDA STAUDENMAIER BOARD MEMBER 2.00 X 0 0 0 DANA THOMPSON-DAVIS BOARD MEMBER 2.00 X 0 0 0 VIVAN TRAN BOARD MEMBER 2.00 X 0 0 0 STACEY PETERSON EXECUTIVE DIRECTOR 40.00 X 87398 0 7502 87398 0 7502 0 0 0 0 0 141059 429800 570859 ENRICHMENT AND SUMMER 611710 1897768 1897768 1897768 8663 8663 161717 141059 161717 0 2477290 1897768 0 8663 X 877295 877295 96684 24171 24171 48342 561695 485601 45583 30511 46885 29651 9019 8215 18913 14730 1987 2196 13310 13310 24 24 349689 339674 4757 5258 19534 11629 7905 87735 5380 55073 27282 7139 3257 1844 2038 10999 5018 2841 3140 14533 14533 SUPPLIES 82798 81198 760 840 PROGRAM EXPENSE 60598 60598 2247831 1952735 159369 135727 1492233 1703153 557974 558226 10429 11983 283327 280586 0 7920 2343963 2561868 27731 28783 600000 600000 13735 1664 0 7920 641466 638367 X 1629052 1849023 73445 74478 1702497 1923501 2343963 2561868 229459 -8455 0 X X 0 1 X 1 0 X X 1 SOUTH PASADENA UNIFIED SCHOOL DISTRICT 956004736 8 1 877295 0 1 877295 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X SCHEDULE A, PART IV, SECTION D, LINE 2 SPEF PROVIDES AN ANNUAL CONTRIBUTION TO THE OPERATING BUDGET OF SPUSD OF APPROXIMATELY $500,000. IN ADDITION, SPEF PROVIDES SUPPLEMENTAL FUNDING FOR SPECIFIC NEEDS OF SPUSD, AS REQUESTED BY SPUSD SUBJECT TO AVAILABILITY OF FUNDING. SPEF ALSO OPERATES SPUSD'S K-12 SUMMER SCHOOL PROGRAM. SCHEDULE A, PART IV, SECTION E, LINE 1C SPEF OPERATES THE SUMMER SCHOOL PROGRAM WITHIN THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT (SPUSD), A GOVERNMENTAL ENTITY. TUITION FROM THIS ACTIVITY COMPRISES 62% OF SPEF'S SUPPORT AND REVENUE. SPEF ALSO PROVIDED APPROXIMATELY $350,000 OF FUNDING TO SPUSD FOR GENERAL OPERATIONS ANNUALLY AND $150,000 OF FUNDING FOR DESIGNATED PROGRAMS AND PROJECTS AT EACH OF THE THREE ELEMENTARY SCHOOLS, THE MIDDLE SCHOOL AND THE HIGH SCHOOL. ADDITIONALLY, SPEF PROVIDES FUNDING FOR SPECIFIC NEEDS AS REQUESTED BY THE SPUSD, SUBJECT TO THE AVAILABILITY OF FUNDS. SCHEDULE A, PAGE 5, SECTION D, LINE 2 THE ORGANIZATION MAINTAINED A CLOSE AND CONTINOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION THROUGHOUT THE YEAR DUE TO THE SUPPORTED ORGANIZATION'S RELIANCE ON FUNDING FOR ITS PROGRAMS. FURTHERMORE, THE SUPERINTENDENT AND A BOARD LIAISON FROM THE SUPPORTED ORGANIZATION ALSO ATTEND BOARD MEETINGS OF THE SUPPORTING ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73445 1000 33 74478 71912 1500 33 73445 70823 1000 89 71912 69642 1000 181 70823 68400 1000 242 69642 0.99000 0.01000 0 0 0 CETERA INVESTMENT 280586 F 280586 RIGHT OF USE LIABILITY 7920 7920 X 2502811 -8455 34000 25545 2477266 24 24 2477290 2281807 34000 34000 2247807 24 24 2247831 PART V, LINE 4: THE EARNINGS FROM PERMANENTLY RESTRICTED NET ASSETS PROVIDE FUNDING FOR SCIENCE EDUCATION THROUGH THE MICHAEL KLEIN FUND AND FOR GENERAL OPERATIONS THROUGH THE GENERAL OPERATIONS FUND. 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 CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JULY 31, 2023. GENERALLY, THE FOUNDATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE (FEDERAL) OR FOUR (STATE OF CALIFORNIA) YEARS FROM THE DATE OF FILING. PARTI GRAS 302776 141059 161717 161717 302776 141059 161717 161717 161717 0 0 SOUTH PASADENA UNIFIED SCHOOL DISTRICT 1100 EL CENTRO STREET SOUTH PASADENA CA 91030 956004736 877295 0 FUNDING OF A PORTION OF THE OPERATING BUDGET OF THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT. 1 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUR OUTSIDE AUDITOR. FOLLOWING THE COMPLETION OF A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND A DRAFT OF FORM 990, THE OUTSIDE AUDITOR MEETS WITH THE FINANCE COMMITTEE TO REVIEW THE FINANICAL STATEMENTS AND FORM 990 TO ASSURE THAT ALL REPRESENTATIONS AND ANSWERS TO ISSUES, COMMENTS AND QUESTIONS ARE ACCURATE. FOLLOWING THIS REVIEW, A COPY OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. FOLLOWING A COMMENT PERIOD, THE FORM 990 IS ADJUSTED AS APPROPRIATE FOR ANY COMMENTS RECEIVED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT A DIRECTOR SHALL EXCUSE HIMSELF OR HERSELF FROM ANY VOTE UPON WHICH SUCH DIRECTOR, OR ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY, HAS A MATERIAL FINANCIAL INTEREST. PRIOR TO EACH VOTE ON FOUNDATION MATTERS, DIRECTORS ARE ASKED TO ABSTAIN AS APPROPRIATE BASED ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 ALL OF THE FOUNDATION'S DIRECTORS AND OFFICERS ARE VOLUNTEERS AND ARE NOT PAID A SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND SERVICES: PROGRAM SERVICE EXPENSES 339,674. MANAGEMENT AND GENERAL EXPENSES 4,757. FUNDRAISING EXPENSES 5,258. TOTAL EXPENSES 349,689. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANTS. THIS RESPONSIBILITY IS UNCHANGED FROM THE PRIOR YEAR.