PLATINUM2024

PASADENA EDUCATIONAL FOUNDATION

Every Student. Every School. Every Day.

aka PEF   |   Pasadena, CA   |  www.pasedfoundation.org

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GuideStar Charity Check

PASADENA EDUCATIONAL FOUNDATION

EIN: 23-7149451


Mission

PEF works to achieve excellence and equity in all PUSD schools. PEF's vision is that all PUSD students will thrive in district schools that are models of excellence for high‐quality teaching and learning with equitable resources and opportunities.

Ruling year info

1971

Executive Director

Dr. Patrick J. Conyers

Main address

351 South Hudson Avenue Room 153

Pasadena, CA 91101 USA

Show more contact info

EIN

23-7149451

Subject area info

Education

Population served info

Children and youth

Adults

Students

NTEE code info

Fund Raising and/or Fund Distribution (B12)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Blog

What we aim to solve

SOURCE: Self-reported by organization

PEF works to achieve equity and excellence in all PUSD schools

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Teacher Grants

PEF offers financial awards to teachers and principals for projects in the classroom and school.

Population(s) Served
Children and youth
Adults

Implemented in partnership with Pasadena Unified School District and ten local museums and cultural institutions. The program serves every K-6 student in PUSD, providing community-based arts learning opportunities for over 9,500 students and 490 teachers in Altadena, Pasadena, and Sierra Madre.

The program links arts-integrated classroom lessons taught by PUSD teachers with a related field trip component led by staff or docents from the partnering museums and visual arts institutions.

Population(s) Served
Children and youth

Students in the Middle School Robotics program learn the core skills necessary to design, build, and program the robots of our future. With a focus on autonomous decision-making and friendly competition, students discover their ability to solve real-world problems faced in disaster relief, industrial automation, healthcare, and more. The program culminates in a student competition called the Robo Rally.

Population(s) Served
Adolescents

Students in our 5-week program are inspired while having fun learning as their classes prepare them for the upcoming school year. Whether it be science, theater, math, sports, literature, engineering, art, dance, or design the PEF Summer Enrichment Program offers a mix of classes to meet every student’s needs.Courses are taught by some of the finest educators in the Pasadena area with multi-subject credentials or professional expertise.

Population(s) Served
Children and youth

Math Academy is a program aimed at radically accelerating the learning curve of PUSD’s mathematically gifted students by providing a curriculum that matches their abilities. In the 6th grade, Math Academy students begin learning algebra, geometry, and trigonometry and complete everything up through AP calculus by the end of 8th grade. In high school our students take college level courses.

Population(s) Served
Adolescents

Open Stage is a performing arts education program for middle school students. In Open Stage, experienced community teaching artists, in collaboration with PUSD teachers, enliven history, social science and English language arts with a new sequential curriculum focused on the use of character development, script development, and performance. Each class will also attend a live performance at one of the partner theaters during or after the residency.

Population(s) Served
Adolescents

The App Academy is a four-year computer science pathway program at Pasadena High School made possible by a partnership between the Pasadena Educational Foundation and the Pasadena Unified School District. App Academy students learn computer science and computer programming, and use these skills to create websites, games, and more.

Population(s) Served
Adolescents

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of children enrolled in Summer Enrichment Program

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth

Related Program

Summer Enrichment Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Decreasing

Total dollars received in contributions

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

This metric includes direct contributions to PEF as well as funds generated for the Pasadena Unified School District.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Teacher Grants

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Refers to Teacher and Schoolwide Grants awarded

Total dollar amount of scholarship awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth

Related Program

Summer Enrichment Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Refers to total partial scholarships awarded for students to attend PEF's Summer Enrichment Program.

Number of students who receive scholarship funds and/or tuition assistance

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth

Related Program

Summer Enrichment Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Refers to number of students awarded partial or full scholarships for PEF's Summer Enrichment Program.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Context Notes

Includes high school students, college students, professionals, service clubs, office, event, and committee volunteers

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Teacher Grants

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

PEF disbursed 150 grants to 220 educators including 15 school-wide grants. Teacher Grants help inspirational teachers throughout PUSD take their creative projects from idea to reality.

Total number of volunteer hours contributed to the organization

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of academic scholarships awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Dollar amount of college scholarships awarded to graduating high school seniors

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

PEF believes that strong schools build strong communities and strong communities build strong schools. Our goal is to make sure that every student in the Pasadena Unified School District receives a high quality education.

PEF's strategies are to leverage the resources of the community – i.e., funding, volunteers, and partnerships with a variety of nonprofit organizations, government agencies, and businesses – to support the academic, health, and social needs of PUSD students, teachers, staff and parents. PEF responds to specific needs in PUSD by developing, incubating, and implementing projects in collaboration with the District and a network of community partners. PEF also helps the community to gain a better understanding of our public schools by connecting individuals directly with schools and by regularly communicating with donors, community leaders, elected officials, and the media.

Over the past 50 years, PEF has developed a deep working relationship with the Pasadena Unified School District. Our physical location in PUSD headquarters enables PEF staff to work on a daily basis daily with key PUSD staff in all areas so that PEF maintains an authentic understanding of the district's needs and how to meet them. Through our many programs and services, PEF staff also regularly communicates with stakeholders in schools and in the community.

PEF was founded in 1971 as the first educational foundation in California dedicated to supporting public schools. In its early years, it awarded grants to community agencies that supported public education. Since then, there has been a steady expansion of scope and services, including the following major milestones:

· 1980: PEF begins the Teacher Grant Program to fund special projects developed by PUSD teachers.

· 1985: PEF develops a districtwide tutoring and homework assistance program that later becomes Pasadena LEARNs, a state-funded initiative.

· 1992: PEF begins securing grants from private foundations and corporations.

· 2003: PEF inaugurates the Summer Enrichment Program after state funding for summer school is eliminated.

· 2006: In partnership with eleven of Pasadena’s remarkable cultural institutions, PEF and PUSD develop My Masterpieces: Discovering Art in My Community, a comprehensive visual arts curriculum that today engages all 9,000 students and teachers in grades K-6.

· 2008: PEF begins districtwide Annual Funds for each school in PUSD to support their fundraising efforts and provide administrative and accounting support.

· 2009: The Middle School Robotics Program was started.

· 2012: In partnership with the PUSD College & Career Pathways Office, PEF establishes the App Academy, a four-year computer science program at Pasadena High School.

· 2015: PEF launches the Realtor Initiative to provide opportunities for realtors to learn more and get further connected to our schools.

· 2016: PEF helps to incubate the Math Academy at three middle schools and one high school, providing radically accelerated instruction to mathematically gifted students.

Included in our goals for the near future: securing additional funds to ensure the continuity and quality of the district's after school programs; supporting increased access to physical education, sports, and athletics for all students; helping the district to close achievement gaps by funding proven strategies, piloting new and groundbreaking educational efforts and taking a proactive role in the district's marketing and public relations to improve the community's perception of PUSD.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

3.44

Average of 5.49 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

4.9

Average of 6.5 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

16%

Average of 15% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

PASADENA EDUCATIONAL FOUNDATION

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

PASADENA EDUCATIONAL FOUNDATION

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

PASADENA EDUCATIONAL FOUNDATION

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of PASADENA EDUCATIONAL FOUNDATION’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $720,568 -$347,215 $654,319 -$1,029,339 $449,905
As % of expenses 12.0% -7.0% 17.1% -19.0% 8.5%
Unrestricted surplus (deficit) after depreciation $720,568 -$347,215 $654,319 -$1,029,339 $449,905
As % of expenses 12.0% -7.0% 17.1% -19.0% 8.5%
Revenue composition info
Total revenue (unrestricted & restricted) $6,644,616 $4,610,690 $5,002,694 $6,068,647 $5,819,367
Total revenue, % change over prior year 24.7% -30.6% 8.5% 21.3% -4.1%
Program services revenue 15.0% 10.8% 14.9% 9.4% 9.3%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 3.8% 5.7% 4.9% 5.6% 6.0%
Government grants 0.0% 0.0% 6.0% 4.5% 2.5%
All other grants and contributions 81.2% 83.6% 66.9% 80.5% 82.9%
Other revenue 0.1% -0.1% 7.4% 0.0% -0.7%
Expense composition info
Total expenses before depreciation $6,023,795 $4,973,745 $3,826,806 $5,412,983 $5,304,312
Total expenses, % change over prior year 15.2% -17.4% -23.1% 41.4% -2.0%
Personnel 33.0% 34.8% 41.5% 28.7% 33.1%
Professional fees 12.3% 17.1% 7.7% 4.8% 6.3%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 33.9% 28.4% 38.1% 37.2% 35.1%
All other expenses 20.8% 19.7% 12.7% 29.4% 25.5%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $6,023,795 $4,973,745 $3,826,806 $5,412,983 $5,304,312
One month of savings $501,983 $414,479 $318,901 $451,082 $442,026
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $6,525,778 $5,388,224 $4,145,707 $5,864,065 $5,746,338

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 3.8 6.6 7.6 6.2 4.9
Months of cash and investments 18.5 21.5 31.5 21.0 23.5
Months of estimated liquid unrestricted net assets 1.5 0.9 3.3 0.0 1.0
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $1,932,068 $2,718,866 $2,439,447 $2,801,874 $2,187,649
Investments $7,350,966 $6,172,009 $7,614,956 $6,655,781 $8,214,657
Receivables $193,663 $299,670 $669,478 $248,741 $25,593
Gross land, buildings, equipment (LBE) $0 $0 $0 $0 $0
Accumulated depreciation (as a % of LBE) 0.0% 0.0% 0.0% 0.0% 0.0%
Liabilities (as a % of assets) 26.2% 26.6% 26.0% 29.1% 27.7%
Unrestricted net assets $731,714 $384,499 $1,038,818 $9,479 $459,384
Temporarily restricted net assets $5,994,031 N/A N/A N/A N/A
Permanently restricted net assets $296,075 N/A N/A N/A N/A
Total restricted net assets $6,290,106 $6,361,917 $6,914,967 $6,896,097 $7,096,294
Total net assets $7,021,820 $6,746,416 $7,953,785 $6,905,576 $7,555,678

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Dr. Patrick J. Conyers

Number of employees

Source: IRS Form 990

PASADENA EDUCATIONAL FOUNDATION

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

PASADENA EDUCATIONAL FOUNDATION

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

PASADENA EDUCATIONAL FOUNDATION

Board of directors
as of 01/29/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Luisa Rengifo-Estrada

Berkshire Hathaway Home Services

Term: 2022 - 2024

George A Brumder

Retired Attorney

William B. Creim

Attorney/Partner: Creim, Macias, Koenig & Frey

Tamerlin Godley

Attorney at Paul Hastings LLP

Jonathan S Fuhrman

Community volunteer

Kathy J. Onoye

Retired Principal

Sarah Deschenes

Community Volunteer

Melissa Winham

Talent Consultant at Parsons

James Patterson

Director, Kutler Center and Summer Programs, Harvard-Westlake School

D. Barton Doyle

Attorney

Erik Berg

President, TYTON LLC

Lorena Yepez Hernandez

Project Manager at Katherine Padilla & Associates

Roberto Hernandez

High School Principal

Jane Kaczmarek

Actress

Sharon Lefler

Retired Educator and Principal, PUSD

Del Lile

Sales Executive, Coldwell Banker

Julia McCallin

VP of Human Resources at Caltech

Lorna Touryan Miller

Retired Director, Office of Creative Connections, All Saints Church

Jennifer Miyake-Trapp

Faculty Director, Graduate School of Education, Pepperdine University

Linda Morales

Owner of Con Carino Residential Care

Angelita Mont O'Brien

Community Volunteer

Dawn Carson O'Keeffe

Producer/Financial Manager

Marguerite Ann Snow

Professor, Charter College of Education California State University, Los Angeles

Alma M. Stokes

Retired Educator

William E. Thomson

Attorney/Partner, Brooks Kushman P.C.

LaWayne Williams

Parks, Recreation and Human Services Supervisor, City of Pasadena

Niki Elliott

Founder & President at Mindful Leaders Project.

Dominick Correy

District Representative

Lawton A. Gray

High School Principal

Frances Chiang Dayman

Operations Manager, California Measurement

Felita Kealing

Marshall Fundamental Secondary School

Karina Edmonds

SAP

Karen Burgess

Retired

Carina Jacob

League of Women Voters for the Pasadena Area

Rick Kidd

Retired Therapist

Steven Miller

Retired Principal

Mabell Paine Garcia

Viridis Consulting

Patrick Zarifian

California Credit Union

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 1/25/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 01/25/2024

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
There are no contractors recorded for this organization.

Professional fundraisers

Fiscal year ending

SOURCE: IRS Form 990 Schedule G

Solicitation activities
Gross receipts from fundraising
Retained by organization
Paid to fundraiser