2025-10-28T16:41:44-05:00 2025-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2024-07-01 770186364 PALO ALTO PARTNERS IN EDUCATION PALO 6503293990 PO BOX 1557 PALO ALTO CA 94302 ERIKA BUCK EXECUTIVE DIRECTOR 6503293990 2025-10-28 1 1 NICK PETERSEN P01274743 4088556770 2024 2025-03-06 01:10:19Z ERIKA BUCK PO BOX 1557 PALO ALTO CA 94302 5426713 0 X WWW.PAPIE.ORG X 2005 CA PALO ALTO PARTNERS IN EDUCATION (PIE) RAISES MONEY TO PROVIDE ALL PALO ALTO UNIFIED SCHOOL DISTRICT STUDENTS AN EDUCATIONAL EXPERIENCE BEYOND WHAT IS POSSIBLE WITH PUBLIC FUNDING. 30 30 4 90 0 0 5391585 5323435 0 0 67443 103278 0 0 5459028 5426713 5024131 4968254 0 0 255618 264027 0 0 229676 175276 197398 5455025 5429679 4003 -2966 372639 364173 5500 0 367139 364173 X PALO ALTO PARTNERS IN EDUCATION (PIE) RAISES MONEY FROM PARENTS AND THE COMMUNITY TO PROVIDE ALL PALO ALTO UNIFIED SCHOOL DISTRICT STUDENTS AN EDUCATIONAL EXPERIENCE BEYOND WHAT IS POSSIBLE WITH PUBLIC FUNDING. PIE'S VOLUNTEERS, IN PARTNERSHIP WITH PARENTS, SCHOOLS, AND THE COMMUNITY, WILL ENSURE EVERY STUDENT IN THE PALO ALTO UNIFIED SCHOOL DISTRICT EXPERIENCES AN ENRICHED AND FULFILLING EDUCATION. 0 0 5046771 4968254 5426713 PALO ALTO PARTNERS IN EDUCATION (PIE) REMAINS THE ONLY NON-PROFIT ORGANIZATION DEVOTED EXCLUSIVELY TO RAISING MONEY FOR ALL PALO ALTO UNIFIED SCHOOL DISTRICT (PAUSD) SCHOOLS, AND THE ONLY ONE WHOSE CONTRIBUTIONS CAN PAY FOR ADDITIONAL AND MUCH NEEDED PAUSD TEACHERS AND STAFF. DUE IN LARGE PART TO DEDICATED VOLUNTEERS, PIE'S OPERATING EXPENSES CONTINUE TO BE EXTREMELY LOW, ALLOWING MORE THAN 92% OF DONATIONS TO GO DIRECTLY TO THE SCHOOLS. IN ELEMENTARY SCHOOLS, PIE FUNDS: CLASSROOM SUPPORT: AIDES, ASSISTANTS, READING AND MATH SPECIALISTS AND TEACHER COACHES WHO SUPPORT AND ENRICH ALL STUDENTS LEARNING. SCIENCE ENRICHMENT: PROGRAMS AND SPECIALISTS WHO HELP SCIENCE COME ALIVE FOR STUDENTS THROUGH HANDS-ON UNITS. ARTS INSTRUCTION: TRAINED STAFF WHO TEACH SPECTRA ART AND COMPARABLE CREATIVE ARTS. IN MIDDLE SCHOOLS, PIE FUNDS: ACADEMIC ENRICHMENT: ADDITIONAL COURSES AND CLASSROOM SUPPORT IN VIDEO PRODUCTION, CREATIVE WRITING, MUSIC AND BIOTECHNOLOGY. STUDENT SUPPORT: PROGRAMS WHICH ADDRESS 6TH AND 8TH GRADE TRANSITIONS; ACADEMIC GUIDANCE AND SUPPORT; AND CHARACTER DEVELOPMENT. INSTRUCTIONAL TECHNOLOGY: MENTORS WHO ASSIST TEACHERS IN APPLYING TECHNOLOGY TO CURRICULUM THAT ENHANCES STUDENT LEARNING. IN HIGH SCHOOL, PIE FUNDS: COLLEGE AND CAREER COUNSELING: STAFFING TO SUPPORT ADVISING AND RESOURCE PROGRAMS WHICH HELP ALL STUDENTS PLAN WISELY FOR THE FUTURE. CAREER/TECHNOLOGY EDUCATION: ADDITIONAL COURSES IN ENGINEERING, MEDIA TECHNOLOGY AND PERFORMING ARTS. INSTRUCTIONAL TECHNOLOGY: MENTORS WHO ASSIST TEACHERS IN APPLYING TECHNOLOGY TO CURRICULUM THAT ENHANCES STUDENT LEARNING. 5046771 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MARIA DERRICK PALO ALTO PARTNERS IN EDUCATION 6503293990 25 CHURCHILL AVENUE PALO ALTO CA 94306 JENNIFER LEE PRESIDENT 7/1/24-3/31/25 15.00 X X 0 0 0 KAITLYN LIAO EXECUTIVE VICE PRESIDENT / PRESIDENT 15.00 X X 0 0 0 ANDREA LEVESQUE DIRECTOR OF DEV. / EXECUTIVE VICE PRESIDENT 15.00 X X 0 0 0 WEI WANG VP OF MARKETING 7/1/24-6/30/25 10.00 X X 0 0 0 KAREN KESNER VP OF DEV. 7/1/24-3/31/25 10.00 X X 0 0 0 NISHITA KOTHARY VP OF DEV. 4/1/25-6/30/25 10.00 X X 0 0 0 MELINA PATTERSON VP OF GOVERNANCE 7/1/24-6/30/25 10.00 X X 0 0 0 JULIA MURPHY VP OF GOVERNANCE 4/1/25-6/30/25 10.00 X X 0 0 0 JOE PODULKA VP OF F&A 4/1/24-7/29/24 10.00 X X 0 0 0 SOPHIA LEE VP OF F&A 8/26/24-3/31/25 10.00 X X 0 0 0 SIDDHARTH MINDRA VP OF F&A 4/1/25-6/30/25 10.00 X X 0 0 0 AMIE FRANCONI VP OF DEV. 7/1/24-3/31/25 10.00 X X 0 0 0 CASSY CHRISTIANSON DIRECTOR OF DEV. / VP OF DEVELOPMENT 10.00 X X 0 0 0 MARIA DERRICK TREASURER 7/1/24-6/30/25 10.00 X X 0 0 0 ORIT VIDAS-HOROVITZ ASSISTANT TREASURER 7/1/25-6/30/25 10.00 X X 0 0 0 MANOJ BATRA SECRETARY 7/1/24-6/30/25 5.00 X X 0 0 0 ORE ADEYEMI DIRECTOR OF DEV. 7/1/24-8/16/24 5.00 X 0 0 0 MELANIE CURTISS DIRECTOR OF DEV. 10/21/24-6/30/25 5.00 X 0 0 0 ABBY DOMINE DIRECTOR OF DEV. 7/1/24-3/31/25 5.00 X 0 0 0 BHARTI JINDAL DIRECTOR OF DEV. 7/1/24-6/30/25 5.00 X 0 0 0 BRYNA LEE DIRECTOR OF DEV. 7/1/24-6/30/25 5.00 X 0 0 0 WENDY LEUNG DIRECTOR OF DEV. 7/1/24-6/30/25 5.00 X 0 0 0 SARAH PAYNE DIRECTOR OF DEV. 4/19/25-6/30/25 5.00 X 0 0 0 NAOMI WANG DIRECTOR OF DEV. 4/19/24-6/30/25 5.00 X 0 0 0 JOHN YOUNG DIRECTOR OF DEV. 4/1/24-6/30/25 5.00 X 0 0 0 ADRIJA BASU DIRECTOR OF DEV. 4/1/25-6/30/25 5.00 X 0 0 0 HENNY BHUSHAN DIRECTOR OF DEV. 4/1/25-6/30/25 5.00 X 0 0 0 SOPHIA CHE DIRECTOR OF DEV. 7/1/24-6/30/25 5.00 X 0 0 0 ROCHNA DHAND DIRECTOR OF DEVELOPMENT 7/1/24-6/30/25 5.00 X 0 0 0 JOYCE FARNSWORTH DIRECTOR OF DEV. - 7/1/24-6/30/25 5.00 X 0 0 0 YVETTE MANGALINDAN DIRECTOR OF DEV. 7/1/24-3/31/25 5.00 X 0 0 0 ESTELLE ZHAO DIRECTOR OF DEV. 8/26/24-6/30/25 5.00 X 0 0 0 RACHAELL MONDINO DIRECTOR OF DEV. / DIRECTOR OF MARKETING 5.00 X 0 0 0 MIGUEL LOPEZ DIRECTOR OF F & A - TEACHER GRANTS 5.00 X 0 0 0 MOLLY MELIUS DIRECTOR OF GOVERNANCE 7/1/24-6/30/25 5.00 X 0 0 0 CHRIS COLOHAN DIRECTOR OF MARKETING 4/1/25-6/30/25 5.00 X 0 0 0 LAUREN GOODY DIRECTOR OF MARKETING 4/1/24-3/31/25 5.00 X 0 0 0 MIRANDA JUNOWICZ DIRECTOR OF MARKETING 7/1/24-3/31/25 5.00 X 0 0 0 CELIA RENE-CORAIL DIRECTOR OF MARKETING 4/1/25-6/30/25 5.00 X 0 0 0 PEBEL RODRIGUEZ DIRECTOR OF MARKETING 4/1/25-6/30/25 5.00 X 0 0 0 ANGIE SANAEE DIRECTOR OF MARKETING 7/1/24-3/31/25 5.00 X 0 0 0 JENNIFER SCHULTZ DIRECTOR OF MARKETING 7/1/24-3/31/25 5.00 X 0 0 0 MONICA TAN DIRECTOR OF MARKETING 7/1/24-6/30/25 5.00 X 0 0 0 LINDA LYON EXECUTIVE DIRECTOR 7/1/24-6/30/25 40.00 X 178567 0 0 ERIKA BUCK EXECUTIVE DIRECTOR 5/30/25- 6/30/25 40.00 X 0 0 0 178567 0 0 1 0 1 0 0 5323435 5323435 103278 103278 5426713 0 0 103278 4968254 4968254 178567 44642 44642 89283 61379 15344 15344 30691 24081 6020 6021 12040 23270 23270 30583 30583 2060 295 1161 604 5472 1558 3914 33968 8492 8492 16984 14896 3724 3724 7448 BANK FEES 43502 43502 TRAINING & DEVELOPMENT 22357 1008 21349 DONOR EVENTS 12980 12980 ANNUAL REPORT 3800 3800 4510 4510 5429679 5046771 153232 229676 352999 345227 19640 18946 25352 25352 0 0 372639 364173 5500 0 5500 0 X 363736 364173 3403 0 367139 364173 372639 364173 -2966 0 X X 0 1 X 1 0 X 5218812 5389432 5521389 5391585 5323435 26844653 5218812 5389432 5521389 5391585 5323435 26844653 3386332 23458321 1435 2115 28111 67443 103278 202382 27047035 0.86730 0.85910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25352 25352 0 0 X 5426713 0 5426713 0 5426713 5429679 0 5429679 0 5429679 PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF THE YEAR END, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. 1 PALO ALTO UNIFIED SCHOOL DISTRICT 25 CHURCHILL AVE PALO ALTO CA 94306 942168440 170(C)1 4968254 0 FAIR MARKET EDUCATIONAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION REVIEWS DOCUMENTATION PROVIDED BY THE DISTRICT, WHICH HAS SET ASIDE A SEPARATE AND IDENTIFIABLE ACCOUNT NUMBER FOR ALL EXPENDITURES OF PIE FUNDS, AND HAS AN ANNUAL MEETING WITH EACH PRINCIPAL IN THE DISTRICT TO FURTHER SUBSTANTIATE THAT GRANT FUNDS ARE USED FOR EDUCATIONAL PURPOSES AND SPENT IN ACCORDANCE WITH ANNUALLY-SET FUNDING TARGETS FOR PAUSD'S ELEMENTARY, MIDDLE, AND HIGH SCHOOLS. IN THE CASE OF GRANT FUNDS DISTRIBUTED TO PAUSD TO FUND THE ORGANIZATION'S TEACHER GRANTS PROGRAM, PURCHASE ORDERS AND/OR OTHER EXPENSE REIMBURSEMENT DOCUMENTATION ARE REQUIRED TO SUBSTANTIATE THAT FUNDS ARE USED FOR EDUCATIONAL PURPOSES AND IN COMPLIANCE WITH THE GUIDELINES OF THE TEACHER GRANTS PROGRAM WITH THE TEACHER GRANT PROJECT APPLICATION APPROVED BY THE TEACHER GRANTS COMMITTEE. X X 0 0 0 0 0 0 0 0 0 LINDA LYON EXECUTIVE DIRECTOR 7/1/24-6/30/25 178567 0 0 0 0 0 0 0 0 0 178567 0 0 0 X 50 156529 FMV 0 1 1 PART I, LINE 32B: LINE 32 MORGAN STANLEY SMITH BARNEY PROCESSES STOCK DONATIONS FOR THE ORGANIZATION. PART I COLUMN (B) REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS, LINOR LEVAV AND MIRANDA JUNOWICZ, ARE SISTERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS SUBMITTED TO THE AUDIT COMMITTEE (A COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS). THE BOARD OR AUDIT COMMITTEE IS AUTHORIZED TO APPROVE THE FORM 990 FOR PUBLICATION IN ACCORDANCE WITH PROCEDURES APPROVED BY THE BOARD OF DIRECTORS. A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER VIA ELECTRONIC TRANSMISSION FROM THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS, OFFICERS AND EMPLOYEES ARE EXPECTED TO USE GOOD JUDGMENT, TO ADHERE TO HIGH ETHICAL STANDARDS, AND TO CONDUCT THEIR AFFAIRS IN SUCH A MANNER AS TO AVOID ANY ACTUAL OR POTENTIAL CONFLICT BETWEEN THE PERSONAL INTEREST OF A DIRECTOR OR EMPLOYEE AND THOSE OF THE ORGANIZATION. BOTH THE FACT AND THE APPEARANCE OF A CONFLICT OF INTEREST ARE AVOIDED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR (THE ORGANIZATION'S ONLY KEY EMPLOYEE) BASED UPON THE FOLLOWING: COMPENSATION IS REASONABLE AND APPROPRIATE IN TERMS OF THE ORGANIZATION'S REVENUES AND EXPENSES, COMPARABILITY WITH OTHER NONPROFITS, THE CALIBER OF SERVICES PROVIDED TO THE ORGANIZATION AND FOR FINANCIAL PLANNING. THE ORGANIZATION DOES NOT COMPENSATE BOARD MEMBERS OR OFFICERS OF THE ORGANIZATION (OTHER THAN THE EXECUTIVE DIRECTOR). FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OVER THE AUDIT AND SELECTED THE INDEPENDENT AUDITORS.