Civic Intelligence

South Pasadena Educational Foundation

EIN 95-3532316 • 501(c)3 • South Pasadena, CA

Profile

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.

1100 El Centro StreetSouth Pasadena, CA 91030

www.spef4kids.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.22x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.25x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$106,307

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.9%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,920,315

Up $358,447 (+14%) from 2023

Liabilities

Up

$646,119

Up $7,752 (+1.2%) from 2023

Net Assets

Up

$2,274,196

Up $350,695 (+18%) from 2023

Revenue

Up

$2,623,023

Up $145,733 (+5.9%) from 2023

Expenses

Up

$2,282,458

Up $34,627 (+1.5%) from 2023

Net Income

Up

$340,565

Up $111,106 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,085,594Liabilities 2011: $518,912Net Assets 2011: $566,6822011Assets 2012: $1,151,390Liabilities 2012: $560,446Net Assets 2012: $590,9442012Assets 2013: $1,265,993Liabilities 2013: $558,883Net Assets 2013: $707,1102013Assets 2014: $1,231,425Liabilities 2014: $617,501Net Assets 2014: $613,9242014Assets 2015: $1,163,317Liabilities 2015: $616,071Net Assets 2015: $547,2462015Assets 2016: $1,289,950Liabilities 2016: $640,852Net Assets 2016: $649,0982016Assets 2017: $1,319,004Liabilities 2017: $613,376Net Assets 2017: $705,6282017Assets 2018: $1,581,732Liabilities 2018: $611,695Net Assets 2018: $970,0372018Assets 2019: $1,933,267Liabilities 2019: $629,497Net Assets 2019: $1,303,7702019Assets 2020: $1,959,162Liabilities 2020: $647,950Net Assets 2020: $1,311,2122020Assets 2021: $1,861,450Liabilities 2021: $547,975Net Assets 2021: $1,313,4752021Assets 2022: $2,343,963Liabilities 2022: $641,466Net Assets 2022: $1,702,4972022Assets 2023: $2,561,868Liabilities 2023: $638,367Net Assets 2023: $1,923,5012023Assets 2024: $2,920,315Liabilities 2024: $646,119Net Assets 2024: $2,274,1962024

Highlighted filing

2024

Assets$2,920,315
Liabilities$646,119
Net Assets$2,274,196

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,433,422Expenses 2011: $1,306,645Net Income 2011: $126,7772011Revenue 2012: $1,465,764Expenses 2012: $1,441,502Net Income 2012: $24,2622012Revenue 2013: $1,634,043Expenses 2013: $1,517,877Net Income 2013: $116,1662013Revenue 2014: $1,682,768Expenses 2014: $1,775,954Net Income 2014: -$93,1862014Revenue 2015: $1,704,268Expenses 2015: $1,770,946Net Income 2015: -$66,6782015Revenue 2016: $1,818,457Expenses 2016: $1,716,605Net Income 2016: $101,8522016Revenue 2017: $1,957,730Expenses 2017: $1,901,200Net Income 2017: $56,5302017Revenue 2018: $2,133,401Expenses 2018: $1,868,992Net Income 2018: $264,4092018Revenue 2019: $2,185,253Expenses 2019: $1,859,690Net Income 2019: $325,5632019Revenue 2020: $1,549,805Expenses 2020: $1,555,046Net Income 2020: -$5,2412020Revenue 2021: $1,380,989Expenses 2021: $1,380,031Net Income 2021: $9582021Revenue 2022: $2,281,371Expenses 2022: $1,836,143Net Income 2022: $445,2282022Revenue 2023: $2,477,290Expenses 2023: $2,247,831Net Income 2023: $229,4592023Revenue 2024: $2,623,023Expenses 2024: $2,282,458Net Income 2024: $340,5652024

Highlighted filing

2024

Revenue$2,623,023
Expenses$2,282,458
Net Income$340,565

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.65$2.27$2.62$2.28$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.64$1.92$2.48$2.25$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.64$1.70$2.28$1.84$0.45
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.55$1.31$1.38$1.38$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.65$1.31$1.55$1.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.63$1.30$2.19$1.86$0.33
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.61$0.97$2.13$1.87$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.61$0.71$1.96$1.90$0.06
2016Summary only. Only limited summary data is available for this year.$1.29$0.64$0.65$1.82$1.72$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.62$0.55$1.70$1.77$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.62$0.61$1.68$1.78$0.09
2013Summary only. Only limited summary data is available for this year.$1.27$0.56$0.71$1.63$1.52$0.12
2012Summary only. Only limited summary data is available for this year.$1.15$0.56$0.59$1.47$1.44$0.02
2011Summary only. Only limited summary data is available for this year.$1.09$0.52$0.57$1.43$1.31$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jul 29, 2025
Return Version
2023v6.0
Gross Receipts
$2,804,266
Mission and Program Overview

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.

To assist in achieving superior public education within the south pasadena unified school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,703,153$1,776,643▲ $73,490
Savings and Temporary Cash Investments$558,226$829,835▲ $271,609
Investments Other Securities$280,586$300,491▲ $19,905
Prepaid Expenses and Deferred Charges$11,983$8,110▼ $3,873
Total Assets$2,561,868$2,920,315▲ $358,447
Other Assets Total$7,920$5,236▼ $2,684
Liabilities
Grants Payable$600,000$600,000→ $0
Accounts Payable and Accrued Expenses$28,783$35,803▲ $7,020
Other Liabilities$7,920$5,236▼ $2,684
Deferred Revenue$1,664$5,080▲ $3,416
Total Liabilities$638,367$646,119▲ $7,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,849,023$2,198,686▲ $349,663
Net Assets With Donor Restrictions$74,478$75,510▲ $1,032
Total Net Assets Fund Balance$1,923,501$2,274,196▲ $350,695
Total Liabilities and Net Assets / Fund Balance$2,561,868$2,920,315▲ $358,447

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$300,491--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$74,478$1,000▲ $32-$75,510
2022$73,445$1,000▲ $33-$74,478
2021$71,912$1,500▲ $33-$73,445
2020$70,823$1,000▲ $89-$71,912
2019$69,642$1,000▲ $181-$70,823
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey PetersonExecutive DirectorFT$89,900$16,407$106,307

Board Members and Trustees

NameTitle
Brian MahlerSolicitations Chair
Jennifer BubaloStewardship Chair
Emilia AldanaPresident
Gabriela BerkBoard Development VP
Angelique SinghBoard Member
Brandon ButcherBoard Member
Christiana PillotBoard Member
Dana Thompson-davisBoard Member
Karla NeuBoard Member
Lauren BlackBoard Member
Leslie RealeBoard Member
Linda NguyenBoard Member
Lindsey AngelatsBoard Member
Lisa PolanskyBoard Member
Mariela KingBoard Member
Peter WilsonBoard Member
Saida StaudenmaierBoard Member
Sharmita SahaBoard Member
Thivantha KureraBoard Member
Todd EdwardsBoard Member
Vivan TranBoard Member
Melody HouAfterschool VP
Jean YuCommunications VP
Barbra MclendonGrants VP
Julie Halverson-godsonParti Gras VP
Kim ArnalSecretary
Grace KungSummer Programs VP
Leland JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$486,465
Program Service Revenue
$2,104,467
Investment Income
$32,091
Other Revenue
$0
All Other Contributions
$370,201
Change in Net Assets
$340,565

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,622,999
Revenue Not Reported on Financial Statements
$24
Revenue Not Reported on Form 990
$44,130
Total Revenue per Audited Statements
$2,667,129
Total Revenue per Form 990
$2,623,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$844,293
Grants and Similar Amounts Paid$836,135
Other Expenses$602,030
Total Fundraising Expense$146,511
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$836,135--$836,135
Other Salaries and Wages$580,008$48,890$34,120$663,018
Fees for Services Other$313,698$4,724$5,268$323,690
Current Officers, Directors, Trustees, and Key Employees$28,338$28,338$56,676$113,352
Office Expenses$3,412$61,622$27,744$92,778
Other Employee Benefits$34,627$10,329$6,842$51,798
Other Expenses$46,954$385$429$46,954
Advertising$11,632-$7,873$19,505
Payroll Taxes$12,612$1,661$1,852$16,125
Fees for Services Accounting-$14,052-$14,052
Insurance$12,730--$12,730
Occupancy$5,004$2,835$3,162$11,001
Information Technology$4,027$2,282$2,545$8,854
Fees for Service Investment Mgmnt Fees-$24-$24
Total Functional Expenses$1,960,805$175,142$146,511$2,282,458

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,316,434
Total Expenses per Form 990$2,282,458
Expenses per Audited Statements$2,282,434
Expenses Not Reported on Form 990$34,000
Expenses Not Reported on Financial Statements$24
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Pasadena Unified School DistrictSouth Pasadena, CA-Funding of a Portion of the Operating Budget of the South Pasadena Unified School District.$836,135
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$181,204
Fundraising Gross Income$181,204
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parti Gras$292,858$178,390$158,791$19,599
Virtual Trivia$4,610$2,814$2,814$0
Total Events$297,468$181,204$181,204$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liability$5,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by our outside auditor. Following the completion of a draft of the audited financial statements and a draft of form 990, the outside auditor meets with the finance committee to review the finanical statements and form 990 to assure that all representations and answers to issues, comments and questions are accurate. Following this review, a copy of form 990 is made available to all board members for their review and comment. Following a comment period, the form 990 is adjusted as appropriate for any comments received and filed with the irs.

Form 990, Part VI, Section B, Line 12C

The foundation's conflict of interest policy requires that a director shall excuse himself or herself from any vote upon which such director, or any member of his or her immediate family, has a material financial interest. Prior to each vote on foundation matters, directors are asked to abstain as appropriate based on the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

All of the foundation's directors and officers are volunteers and are not paid a salary.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents, conflict of interest policy, and audited financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
South Pasadena Educational Foundation
EIN
95-3532316
Phone
6264415810
Address
1100 EL CENTRO STREET, SOUTH PASADENA, CA 91030

Signing Officer

Name
Brandon Butcher
Title
Treasurer
Phone
6264415810
Signed
2025-07-29

Organization Details

Principal Officer
Emilia Aldana
Formed
1980
Legal Domicile
CA
Voting Board Members
29
Independent Board Members
29
Employees
150
Volunteers
300

Preparer

Firm
Quigley & Miron
Address
3580 WILSHIRE BLVD 1755, LOS ANGELES, CA 90010
Preparer
John Bovard Miron
Phone
2136393550
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees and services: program service expenses 313,698. Management and general expenses 4,724. Fundraising expenses 5,268. Total expenses 323,690.

FORM 990, PART XII, LINE 2C:

The audit committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountants. This responsibility is unchanged from the prior year.

Financial Statement Notes

PART V, LINE 4:

The earnings from permanently restricted net assets provide funding for science education through the michael klein fund and for general operations through the general operations fund.

PART X, LINE 2:

Accounting standards require an organization to evaluate its tax positions and provide for a liability for any positions that would not be considered "more likely than not" to be upheld under a tax authority examination. Management has evaluated its tax positions and concluded that a provision for a tax liability is not necessary at july 31, 2024. Generally, the foundation's information returns remain open for examination for a period of three (federal) or four (state of california) years from the date of filing.

Raw XML AppendixShowing 400 of 657 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0GRANTS 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm8MELODY HOU
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IRS990/Form990PartVIISectionAGrp/PersonNm11LESLIE REALE
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IRS990/Form990PartVIISectionAGrp/PersonNm15SHARMITA SAHA
IRS990/Form990PartVIISectionAGrp/PersonNm16ANGELIQUE SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm17PETER WILSON
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IRS990/Form990PartVIISectionAGrp/PersonNm23MARIELA KING
IRS990/Form990PartVIISectionAGrp/PersonNm24LINDA NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm25SAIDA STAUDENMAIER
IRS990/Form990PartVIISectionAGrp/PersonNm26DANA THOMPSON-DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm27VIVAN TRAN
IRS990/Form990PartVIISectionAGrp/PersonNm28STACEY PETERSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PARTI GRAS VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4SUMMER PROGRAMS VP
IRS990/Form990PartVIISectionAGrp/TitleTxt5GRANTS VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DEVELOPMENT VP
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR
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IRS990/MissionDesc0FOUNDED 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.
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IRS990/PrincipalOfficerNm0EMILIA ALDANA

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