SOUTH PASADENA EDUCATIONAL FOUNDATION (EIN 953532316) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

EMILIA ALDANA

Phone

6264415810

Tax Period

2023-08-01 to 2024-07-31

SOUTH PASADENA EDUCATIONAL FOUNDATION, founded in 1980, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2023. Expenses of $2.3M left a modest 13% surplus.

Mission

TO ASSIST IN ACHIEVING SUPERIOR PUBLIC EDUCATION WITHIN THE SOUTH PASADENA UNIFIED SCHOOL DISTRICT

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $486,465

Program Service Revenue $2,104,467

Investment Income $32,091

Other Revenue $0

TOTAL REVENUE $2,623,023

Expense Breakdown

Grants Paid $836,135

Salaries & Benefits $844,293

Fundraising Expenses $146,511

Program Expenses $1,960,805

Other Expenses $602,030

TOTAL EXPENSES $2,282,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,623,023	$2,477,290	+0.1%
Expenses	$2,282,458	$2,247,831	+0.0%
Net Income	$340,565	$229,459	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

150

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

$106,307

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILIA ALDANA	PRESIDENT	10.00	Officer Director	$0	$0	$0
KIM ARNAL	SECRETARY	3.00	Officer Director	$0	$0	$0
LELAND JONES	TREASURER	5.00	Officer Director	$0	$0	$0
JULIE HALVERSON-GODSON	PARTI GRAS VP	2.00	Director	$0	$0	$0
GRACE KUNG	SUMMER PROGRAMS VP	2.00	Director	$0	$0	$0
BARBRA MCLENDON	GRANTS VP	2.00	Director	$0	$0	$0
GABRIELA BERK	BOARD DEVELOPMENT VP	2.00	Director	$0	$0	$0
LAUREN BLACK	BOARD MEMBER	2.00	Director	$0	$0	$0
MELODY HOU	AFTERSCHOOL VP	2.00	Director	$0	$0	$0
THIVANTHA KURERA	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN MAHLER	SOLICITATIONS CHAIR	2.00	Director	$0	$0	$0
LESLIE REALE	BOARD MEMBER	2.00	Director	$0	$0	$0
KARLA NEU	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTIANA PILLOT	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA POLANSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARMITA SAHA	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELIQUE SINGH	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER WILSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JEAN YU	COMMUNICATIONS VP	2.00	Director	$0	$0	$0
JENNIFER BUBALO	STEWARDSHIP CHAIR	2.00	Director	$0	$0	$0
LINDSEY ANGELATS	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDON BUTCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
TODD EDWARDS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIELA KING	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA NGUYEN	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
STACEY PETERSON	EXECUTIVE DIRECTOR	40.00	Officer	$89,900	$16,407	$106,307

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
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

SOUTH PASADENA EDUCATIONAL FOUNDATION