PASADENA EDUCATIONAL FOUNDATION

EIN: 237149451 501(c)(3) Philanthropy & Grantmaking

PASADENA, CA

Total Revenue
$18,206,776
Total Expenses
$8,434,178
Total Assets
$21,097,009
Net Assets
$18,524,388
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
CA
Principal Officer
PATRICK CONYERS
Phone
6263963625
Tax Period
2024-07-01 to 2025-06-30

PASADENA EDUCATIONAL FOUNDATION, founded in 1971, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $18.2M in total revenue in fiscal year 2024. Revenue surged 259% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.8M, a strong 54% operating margin.

Mission

THE PASADENA EDUCATIONAL FOUNDATION'S MISSION IS WORKING TO ACHIEVE EXCELLENCE AND EQUITY IN ALL PASADENA UNIFIED SCHOOL DISTRICT (PUSD) SCHOOLS.

Program Service Accomplishments

Program 1
Expenses: $6,488,986 Revenue: $150,000

PASADENA EDUCATIONAL FOUNDATION (PEF) IS A NON-PROFIT COMMUNITY-BASED ORGANIZATION WHICH JOINS THE PUBLIC AND PRIVATE SECTORS IN A PARTNERSHIP TO (1) DEVELOP SUPPLEMENTARY FINANCIAL SUPPORT FOR...

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PASADENA EDUCATIONAL FOUNDATION (PEF) IS A NON-PROFIT COMMUNITY-BASED ORGANIZATION WHICH JOINS THE PUBLIC AND PRIVATE SECTORS IN A PARTNERSHIP TO (1) DEVELOP SUPPLEMENTARY FINANCIAL SUPPORT FOR PASADENA UNIFIED SCHOOL DISTRICT (PUSD) PROGRAMS, (2) ENCOURAGE DEDICATED TEACHERS BY FUNDING CREATIVE PROJECTS AND (3) PROMOTE COMMUNITY-WIDE CONFIDENCE IN THE PUSD AND ITS SCHOOLS. SEE SCHEDULE I FOR A LISTING OF THIS FISCAL YEAR'S PROGRAM SERVICE GRANTS AND OTHER ASSISTANCE. IN ADDITION TO CONTRIBUTIONS DIRECTLY RECEIVED BY THE PEF FROM PRIVATE AND PUBLIC SECTORS, THE PEF, IN COORDINATION WITH THE PUSD, SOLICITS CONTRIBUTIONS THAT GO DIRECTLY FROM THE DONOR TO THE PUSD.

Program 2
Expenses: $901,688 Revenue: $307,556

THE FOUNDATION OPERATES A SUMMER ENRICHMENT PROGRAM, THAT SERVES AREA K-12 STUDENTS, PREDOMINANTLY DRAWING FROM THE PUSD STUDENT POPULATION, BUT ALSO AVAILABLE TO PRIVATE, PAROCHIAL, AND OUTSIDE OF...

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THE FOUNDATION OPERATES A SUMMER ENRICHMENT PROGRAM, THAT SERVES AREA K-12 STUDENTS, PREDOMINANTLY DRAWING FROM THE PUSD STUDENT POPULATION, BUT ALSO AVAILABLE TO PRIVATE, PAROCHIAL, AND OUTSIDE OF DISTRICT PUBLIC SCHOOL STUDENTS. THE PROGRAM IS SUSTAINED THROUGH A COMBINATION OF TUITION FEES PAID BY PARENTS AND CHARITABLE CONTRIBUTIONS FROM FOUNDATIONS AND INDIVIDUALS; THOSE CHARITABLE DONATIONS ENABLE THE FOUNDATION TO KEEP ITS COSTS COMPETITIVE AND OFFER TUITION ASSISTANCE TO THOSE IN NEED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,366,363
Program Service Revenue $457,556
Investment Income $382,857
Other Revenue $0
TOTAL REVENUE $18,206,776

Expense Breakdown

Grants Paid $1,534,302
Salaries & Benefits $2,071,014
Fundraising Expenses $674,972
Program Expenses $7,390,674
Other Expenses $4,828,862
TOTAL EXPENSES $8,434,178

Year-over-Year Comparison

2024 2023 Change
Revenue $18,206,776 $5,076,581 +2.6%
Expenses $8,434,178 $5,232,276 +0.6%
Net Income $9,772,598 $-155,695 -63.8%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
35
Independent Members
35
Employees
144
Volunteers
500

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$208,425
Total Directors
35
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIK BERG PRESIDENT 10.00
Officer Director
$0 $0 $0
DEL LILE VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
RICHARD KIDD VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
KAREN BURGESS VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
DOMINICK CORREY VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
D BARTON DOYLE TREASURER 10.00
Officer Director
$0 $0 $0
FELITA KEALING SECRETARY 10.00
Officer Director
$0 $0 $0
LUISA RENGIFO-ESTRADA IMMEDIATE PAST PRESIDENT 10.00
Officer Director
$0 $0 $0
HEATHER BACKSTROM BOARD MEMBER 2.00
Director
$0 $0 $0
GEORGE A BRUMDER BOARD MEMBER 2.00
Director
$0 $0 $0
MIMI CARTER BOARD MEMBER 2.00
Director
$0 $0 $0
WILLIAM B CREIM BOARD MEMBER 2.00
Director
$0 $0 $0
FRANCES CHIANG DAYMAN BOARD MEMBER 2.00
Director
$0 $0 $0
SARAH DESCHENES BOARD MEMBER 2.00
Director
$0 $0 $0
KARINA MONTILLA EDMONDS BOARD MEMBER 2.00
Director
$0 $0 $0
NIKI ELLIOTT BOARD MEMBER 2.00
Director
$0 $0 $0
JONATHAN S FUHRMAN BOARD MEMBER 2.00
Director
$0 $0 $0
TAMERLIN J GODLEY BOARD MEMBER 2.00
Director
$0 $0 $0
LAWTON GRAY BOARD MEMBER 2.00
Director
$0 $0 $0
CARINA JACOB BOARD MEMBER 2.00
Director
$0 $0 $0
SHARON LEFLER BOARD MEMBER 2.00
Director
$0 $0 $0
JULIA MCCALLIN BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIFER MIYAKE-TRAPP BOARD MEMBER 2.00
Director
$0 $0 $0
LINDA MORALES BOARD MEMBER 2.00
Director
$0 $0 $0
WILL MORRIS BOARD MEMBER 2.00
Director
$0 $0 $0
ANGELITA MONT O'BRIEN BOARD MEMBER 2.00
Director
$0 $0 $0
DAWN CARSON O'KEEFFE BOARD MEMBER 2.00
Director
$0 $0 $0
JAMES PATTERSON BOARD MEMBER 2.00
Director
$0 $0 $0
ELIZABETH POMEROY BOARD MEMBER 2.00
Director
$0 $0 $0
TERI RICHARDSON BOARD MEMBER 2.00
Director
$0 $0 $0
MARGUERITE ANN SNOW BOARD MEMBER 2.00
Director
$0 $0 $0
ALMA M STOKES BOARD MEMBER 2.00
Director
$0 $0 $0
WILLIAM E THOMSON JR BOARD MEMBER 2.00
Director
$0 $0 $0
LAWAYNE WILLIAMS BOARD MEMBER 2.00
Director
$0 $0 $0
PATRICK ZARIFIAN BOARD MEMBER 2.00
Director
$0 $0 $0
PATRICK CONYERS EXECUTIVE DIRECTOR 40.00
Officer
$198,500 $9,925 $208,425
DAVID SPIRO DEVELOPMENT CONSULTANT 40.00
Highest
$116,259 $17,669 $133,928
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $18,206,776 $8,434,178 $21,097,009 $9,772,598
2024 $5,076,581 $5,232,276 $10,474,361 $-155,695
2023 $5,819,367 $5,304,312 $10,455,494 $515,055
2022 $6,068,647 $5,412,983 $9,742,843 $655,664
2021 $5,002,694 $3,826,806 $10,750,801 $1,175,888
2020 $4,610,690 $4,973,745 $9,194,355 $-363,055
2019 $6,644,616 $6,023,795 $9,512,639 $620,821
2018 $5,329,648 $5,230,222 $7,309,234 $99,426
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