SOUTH PASADENA EDUCATIONAL FOUNDATION

EIN: 953532316 501(c)(3)

SOUTH PASADENA, CA

Total Revenue
$2,954,564
Total Expenses
$2,635,382
Total Assets
$3,228,289
Net Assets
$2,598,888
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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
CA
Principal Officer
EMILIA ALDANA
Phone
6264415810
Tax Period
2024-08-01 to 2025-07-31

SOUTH PASADENA EDUCATIONAL FOUNDATION, founded in 1980, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.6M left a modest 11% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $853,274

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...

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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.

Program 2
Expenses: $1,273,295 Revenue: $2,191,043

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...

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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.

Program 3
Expenses: $186,256

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...

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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.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $714,855
Program Service Revenue $2,191,043
Investment Income $48,666
Other Revenue $0
TOTAL REVENUE $2,954,564

Expense Breakdown

Grants Paid $1,039,530
Salaries & Benefits $867,940
Fundraising Expenses $146,221
Program Expenses $2,312,825
Other Expenses $727,912
TOTAL EXPENSES $2,635,382

Year-over-Year Comparison

2024 2023 Change
Revenue $2,954,564 $2,623,023 +0.1%
Expenses $2,635,382 $2,282,458 +0.2%
Net Income $319,182 $340,565 -0.1%
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
32
Independent Members
32
Employees
158
Volunteers
300

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
4
$105,492
Total Directors
32
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GRACE KUNG PRESIDENT 10.00
Officer Director
$0 $0 $0
ROB CLYDE EXECUTIVE VP 5.00
Director
$0 $0 $0
KATHLEEN BAUMANN COMMITTEE LEADERS 2.00
Director
$0 $0 $0
JENNIFER BUBALO COMMITTEE LEADERS 2.00
Director
$0 $0 $0
TODD EDWARDS COMMITTEE LEADERS 2.00
Director
$0 $0 $0
MELODY HOU COMMITTEE LEADERS 2.00
Director
$0 $0 $0
BRIAN MAHLER COMMITTEE LEADERS 2.00
Director
$0 $0 $0
BARBARA MCLENDON COMMITTEE LEADERS 2.00
Director
$0 $0 $0
KIMBERLY ARNAL SECRETARY 3.00
Officer Director
$0 $0 $0
BRANDON BUTCHER TREASURER 5.00
Officer Director
$0 $0 $0
LINDSEY ANGELATS BOARD MEMBER 2.00
Director
$0 $0 $0
MARIELA AMAYA BOARD MEMBER 2.00
Director
$0 $0 $0
LAUREN BLACK BOARD MEMBER 2.00
Director
$0 $0 $0
MICHELLE DEL ROSARIO BOARD MEMBER 2.00
Director
$0 $0 $0
ALICIA GARCIA BOARD MEMBER 2.00
Director
$0 $0 $0
MEGAN GARDNER BOARD MEMBER 2.00
Director
$0 $0 $0
BETH GEE BOARD MEMBER 2.00
Director
$0 $0 $0
LINDA KAO BOARD MEMBER 2.00
Director
$0 $0 $0
PANDA KORMAN BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIFER KOWAL BOARD MEMBER 2.00
Director
$0 $0 $0
KATHY KWAK BOARD MEMBER 2.00
Director
$0 $0 $0
SHANA LEVIN BOARD MEMBER 2.00
Director
$0 $0 $0
HEIDI MAYNE BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID MOORE BOARD MEMBER 2.00
Director
$0 $0 $0
KARLA NEU BOARD MEMBER 2.00
Director
$0 $0 $0
JACKLIN PFAFF BOARD MEMBER 2.00
Director
$0 $0 $0
MARIAM RODRIGUEZ BOARD MEMBER 2.00
Director
$0 $0 $0
SAIDA STAUDENMAIER BOARD MEMBER 2.00
Director
$0 $0 $0
DANA THOMPSON-DAVIS BOARD MEMBER 2.00
Director
$0 $0 $0
VIVAN TRAN BOARD MEMBER 2.00
Director
$0 $0 $0
LORRAINE WONG BOARD MEMBER 2.00
Director
$0 $0 $0
STEPHANIE ZIA BOARD MEMBER 2.00
Director
$0 $0 $0
STACEY PETERSON EXECUTIVE DIRECTOR 40.00
Officer
$92,279 $13,213 $105,492
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 $2,954,564 $2,635,382 $3,228,289 $319,182
2024 $2,623,023 $2,282,458 $2,920,315 $340,565
2023 $2,477,290 $2,247,831 $2,561,868 $229,459
2022 $2,281,371 $1,836,143 $2,343,963 $445,228
2021 $1,380,989 $1,380,031 $1,861,450 $958
2020 $1,549,805 $1,555,046 $1,959,162 $-5,241
2019 $2,185,253 $1,859,690 $1,933,267 $325,563
2018 $2,133,401 $1,868,992 $1,581,732 $264,409
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