THE PRIMARY SCHOOL-EAST PALO ALTO: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE PRIMARY SCHOOL-EAST PALO ALTO (EIN 47-3334579)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-15
IRS object ID: 202411369349318916
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T20:42:09-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	805 SW BROADWAY STE 1400	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97205	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	473334579	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PRIMARY SCHOOL - EAST PALO ALTO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PRIM	BusinessNameControlTxt
Phone	6503962779	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2086 CLARKE STREET	AddressLine1Txt
City	EAST PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	COURTNEY GARCIA	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	6503962779	PhoneNum
Signature	2024-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	COURTNEY	PersonFirstNm
Person Last	GARCIA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDY CAMPOS	PreparerPersonNm
PTIN	P00448102	PTIN
Phone	5032421447	PhoneNum
Preparation	2024-05-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KIRA LEWIS CLARK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2086 CLARKE STREET	AddressLine1Txt
City	EAST PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$10,414,601	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THEPRIMARYSCHOOL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2015	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	INTEGRATED HEALTH AND EDUCATION MODEL SERVING CHILDREN AND FAMILIES FROM BIRTH THROUGH HIGH SCHOOL	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	103	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,582,200	PYContributionsGrantsAmt
CY Contributions Grants	$10,081,941	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,459	PYInvestmentIncomeAmt
CY Investment Income	$196,345	CYInvestmentIncomeAmt
PY Other Revenue	$841	PYOtherRevenueAmt
CY Other Revenue	$135,999	CYOtherRevenueAmt
PY Total Revenue	$11,585,500	PYTotalRevenueAmt
CY Total Revenue	$10,414,285	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,407,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,537,261	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$8,112,896	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,156,906	PYOtherExpensesAmt
CY Other Expenses	$4,291,171	CYOtherExpensesAmt
PY Total Expenses	$15,101,167	PYTotalExpensesAmt
CY Total Expenses	$12,404,067	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,515,667	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,989,782	CYRevenuesLessExpensesAmt
Total Assets BOY	$21,448,954	TotalAssetsBOYAmt
Total Assets EOY	$30,203,826	TotalAssetsEOYAmt
Total Liabilities BOY	$2,880,960	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,625,614	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$18,567,994	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$16,578,212	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO FOSTER EACH CHILD'S WELL-BEING AS A FOUNDATION FOR ACADEMIC AND LIFE SUCCESS BY DRAWING ON THE STRENGTHS OF THE CHILD'S ENTIRE COMMUNITY INCLUDING FAMILY, EDUCATORS, AND MEDICAL AND MENTAL HEALTH PROVIDERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$7,952,964	ExpenseAmt
Desc	SEE SCHEDULE OTHE PRIMARY SCHOOL - EAST PALO ALTO IS EXPANDING THE BOUNDARIES OF TRADITIONAL EDUCATION. OUR COMPREHENSIVE SCHOOL MODEL WEAVES TOGETHER EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES TO ENSURE UNDERSERVED CHILDREN HAVE THE SYSTEM OF CARE THEY NEED TO LEAD MEANINGFUL AND EMOTIONALLY, MENTALLY, AND PHYSICALLY HEALTHY LIVES. OUR APPROACH HAS THREE DEFINING CHARACTERISTICS: 1) START EARLY. WE START EARLY. WE START WORKING WITH PARENTS AND ENROLL CHILDREN INTO OUR PROGRAM AS EARLY AS BIRTH TO REACH THEM AT THEIR MOST CRITICAL STAGE IN DEVELOPMENT. 2) PARTNER WITH PARENTS.WE PARTNER WITH PARENTS. WE BELIEVE THAT WHEN PARENTS THRIVE, CHILDREN THRIVE, SO WE SUPPORT THE WELLNESS AND GROWTH OF PARENTS ALONGSIDE THE GROWTH OF THEIR CHILDREN. 3) INTEGRATE SERVICES.OUR UNIQUE MODEL UNITES HEALTH CARE AND EDUCATION, BUILDING A MULTI-DISCIPLINARY TEAM AND HOLISTIC SYSTEM OF CARE AROUND A CHILD'S FULL NEEDS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$615,217	ExpenseAmt
Desc	THE PRIMARY SCHOOL - EAST PALO ALTO SERVED AS THE FISCAL SPONSOR FOR A CALIFORNIA STATE PRESCHOOL PROGRAM (CSPP) CONTRACT FOR THE PRIMARY SCHOOL BAY AREA, A SISTER ORGANIZATION LOCATED IN SAN LEANDRO, CA.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$8,568,181	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	15	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	103	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DEEPAK KUMAR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6503760272	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2086 CLARKE STREET	AddressLine1Txt
City	EAST PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JEAN CLAUDE BRIZARD
CHAIR	4.75	9.50	Yes (X)	Yes (X)	$0	$0	$0
DR PRISCILLA CHAN
CHAIR, PRESIDENT UNTIL JAN 2023	1.00	6.00	Yes (X)	Yes (X)	$0	$0	$0
STEVEN DOW
SECRETARY	4.00	8.00	Yes (X)	Yes (X)	$0	$0	$0
JESSICA LESSIN
SECRETARY UNTIL JAN 2023	1.00		Yes (X)	Yes (X)	$0	$0	$0
ISABELLE BIBBLER PARKER
TREASURER	4.25	8.50	Yes (X)	Yes (X)	$0	$0	$0
ROSALINDA FESILI
DIRECTOR UNTIL JAN 2023	1.00		Yes (X)		$0	$0	$0
MOSES HERRERA
DIRECTOR UNTIL JAN 2023	1.00	2.00	Yes (X)		$0	$0	$0
CRISTINA HUEZO
DIRECTOR	4.50	5.50	Yes (X)		$0	$0	$0
NORA RAZON
DIRECTOR UNTIL JAN 2023	1.00		Yes (X)		$0	$0	$0
COURTNEY GARCIA
CHIEF EXECUTIVE OFFICER	0.50	41.00		Yes (X)	$0	$247,500	$11,417
ANN LEVY WALDEN
EXECUTIVE DIRECTOR UNTIL FEB 2023	40.00			Yes (X)	$181,659	$0	$10,089
KIRA LEWIS CLARK
EXECUTIVE DIRECTOR	0.00	40.00		Yes (X)	$116,581	$0	$12,486
KYNDAL EASTER
DEAN OF CULTURE	40.00				$135,665	$0	$15,790	Yes (X)
MELISSA WOOLLEY
SPECIAL EDUCATION MANAGER	40.00				$108,487	$0	$35,229	Yes (X)
CRISTINA MATTHEWS DIRECTOR
OF PARENT PROGRAM & BIRTH TO THREE	40.00				$105,961	$0	$14,765	Yes (X)
NATHALIE CARVAJAL
DIRECTOR OF OPERATIONS & INTEGRATION	40.00				$103,125	$0	$12,292	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$751,478	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$247,500	TotReportableCompRltdOrgAmt
Total Other Compensation	$112,068	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PRIMARY SCHOOL	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2086 CLARKE AVENUE	AddressLine1Txt
City	EAST PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Field	Value	IRS element (for citing)
Services	MANAGEMENT	ServicesDesc
Compensation	$235,870	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Related Organizations	$8,740,000	RelatedOrganizationsAmt
Government Grants	$890,859	GovernmentGrantsAmt
All Other Contributions	$451,082	AllOtherContributionsAmt
Noncash Contributions	$18,956	NoncashContributionsAmt
Total Contributions	$10,081,941	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$196,661	TotalRevenueColumnAmt
Exclusion	$196,661	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$316	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$316	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$316	TotalRevenueColumnAmt
Exclusion	-$316	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
OTHER REVENUE	900099	$127,342	$127,342
STUDENT FEES	900099	$8,657	$8,657

Field	Value	IRS element (for citing)
Other Revenue Total	$135,999	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,414,285	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$332,344	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$97,922	TotalAmt
Management And General	$97,922	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,664,297	TotalAmt
Program Services	$4,567,895	ProgramServicesAmt
Management And General	$2,096,402	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$138,442	TotalAmt
Program Services	$94,537	ProgramServicesAmt
Management And General	$43,905	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$710,606	TotalAmt
Program Services	$484,157	ProgramServicesAmt
Management And General	$226,449	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$501,629	TotalAmt
Program Services	$342,373	ProgramServicesAmt
Management And General	$159,256	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$235,870	TotalAmt
Management And General	$235,870	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,625	TotalAmt
Management And General	$1,625	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$85,838	TotalAmt
Management And General	$85,838	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$300,294	TotalAmt
Program Services	$292,052	ProgramServicesAmt
Management And General	$8,242	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$72,093	TotalAmt
Program Services	$25,416	ProgramServicesAmt
Management And General	$46,677	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$219,265	TotalAmt
Program Services	$104,068	ProgramServicesAmt
Management And General	$115,197	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,971,612	TotalAmt
Program Services	$1,614,588	ProgramServicesAmt
Management And General	$357,024	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,463	TotalAmt
Program Services	$6,858	ProgramServicesAmt
Management And General	$605	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$32,857	TotalAmt
Program Services	$19,182	ProgramServicesAmt
Management And General	$13,675	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$814,508	TotalAmt
Program Services	$746,764	ProgramServicesAmt
Management And General	$67,744	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$81,198	TotalAmt
Management And General	$81,198	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MATERIAL AND SUPPLIES	$226,015	$181,512	$44,503
STAFF TRAINING	$80,300	$41,520	$38,780
STUDENT MEALS	$28,491	$23,201	$5,290
LAUNDRY & CLEANING	$1,550	$245	$1,305

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$132,192	TotalAmt
Program Services	$23,813	ProgramServicesAmt
Management And General	$108,379	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,404,067	TotalAmt
Program Services	$8,568,181	ProgramServicesAmt
Management And General	$3,835,886	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,729,761	BOYAmt
EOY	$1,420,454	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,112,720	BOYAmt
EOY	$6,783,261	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$716,434	BOYAmt
EOY	$308,369	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$188,678	BOYAmt
EOY	$342,506	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$13,388,102	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,348,890	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$12,624,272	BOYAmt
EOY	$12,039,212	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$77,089	BOYAmt
EOY	$9,310,024	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,448,954	BOYAmt
EOY	$30,203,826	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,596,937	BOYAmt
EOY	$621,612	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$284,023	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$13,004,002	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,880,960	BOYAmt
EOY	$13,625,614	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,207,437	BOYAmt
EOY	$14,181,465	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,360,557	BOYAmt
EOY	$2,396,747	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$18,567,994	BOYAmt
EOY	$16,578,212	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,448,954	BOYAmt
EOY	$30,203,826	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,989,782	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,231,360	OtherCostOrOtherBasisAmt
Book Value	$6,231,360	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,095,809	OtherCostOrOtherBasisAmt
Depreciation	$1,311,193	DepreciationAmt
Book Value	$5,784,616	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$60,933	OtherCostOrOtherBasisAmt
Depreciation	$37,697	DepreciationAmt
Book Value	$23,236	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$12,039,212	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE RIGHT-OF-USE (ROU) ASSETS	Desc
Book Value	$9,310,024	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$9,310,024	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE TO RELATED PARTY	$3,671,431
OPERATING LEASE LIABILITIES	$9,332,571

Field	Value	IRS element (for citing)
Total Liability	$13,004,002	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND CALIFORNIA INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. CONTRIBUTORS, DONORS, AND GRANTORS MAY OBTAIN TAX BENEFITS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE ORGANIZATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740-10 REQUIRES THAT AN ORGANIZATION RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF THE TAX POSITION, IF THAT POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. AS OF AND FOR THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS, TAX PENALTIES, OR INTEREST.	ExplanationTxt

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	0	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE SCHOOL DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY AND MORE THAN 95% OF OUR STUDENTS ARE UNDER-REPRESENTED MINORITIES (AFRICAN-AMERICAN, LATINO, OR PACIFIC ISLANDER), WHICH REPRESENTS THE DEMOGRAPHICS OF THE COMMUNITY.
SCHEDULE E, PART I, LINE 4	THE SCHOOL DOES NOT CHARGE TUITION.
SCHEDULE E, PART I, LINE 6	THE ORGANIZATION RECEIVED FUNDING FROM THE FOLLOWING GOVERNMENTAL AGENCIES: CALIFORNIA STATE PRESCHOOL PROGRAM - SAN MATEO COUNTY SCHOOLS

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
COURTNEY GARCIA
CHIEF EXECUTIVE OFFICER	$0	$225,000	$0	$22,500	$0	$0	$0	$2,500	$0	$8,917	$0	$258,917	$0	$0
ANN LEVY WALDEN
EXECUTIVE DIRECTOR UNTIL FEB 2023	$167,287	$0	$0	$0	$14,372	$0	$2,500	$0	$7,589	$0	$191,748	$0	$0	$0
KYNDAL EASTER
DEAN OF CULTURE	$135,665	$0	$0	$0	$0	$0	$2,500	$0	$13,290	$0	$151,455	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	AMENDED & RESTATED BYLAWS ADOPTED DECEMBER 12, 2022 REFLECT CHANGES TO: ARTICLE VI - CHAN ZUCKERBERG INITIATIVE, LLC ("CZI DESIGNATOR") IS THE DESIGNATOR FOR THE CORPORATION; AND ARTICLE VII - THE BOARD WILL BE COMPRISED OF ONE (1) DIRECTOR DESIGNATED BY THE CZI DESIGNATOR FOR A TERM OF TWO (2) YEARS.
FORM 990, PART VI, SECTION A, LINE 7A	CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES THE DIRECTOR TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7B	GOVERNANCE DECISIONS ARE SUBJECT TO APPROVAL BY THE DESIGNATOR, INCLUDING: (I) CHANGING, SELLING, OR LICENSING THE NAME OF THE CORPORATION; (II) APPROVING OR PERMITTING THE USE OR OTHER EXPLOITATION OF THE NAME OF THE CORPORATION BY ANY PARTY; (III) CHANGING THE PRINCIPAL OFFICE OF THE CORPORATION OR THE PRINCIPAL LOCATION AT WHICH THE CORPORATION CONDUCTS ITS ACTIVITIES; (IV) ACCEPTING CONTRIBUTIONS OF CASH OR OTHER ASSETS FROM ANY PARTY OTHER THAN FROM A RELATED PARTY WITH RESPECT TO THE CORPORATION, CZI DESIGNATOR, ANY AFFILIATE OR AFFILIATED ENTITY OF CZI DESIGNATOR, OR ANY DONOR ADVISED FUND OVER WHICH CZI DESIGNATOR OR ANY AFFILIATE OF CZI DESIGNATOR HAS ADVISORY PRIVILEGES, OR ENTERING INTO ANY FUNDING, PLEDGE, GRANT, OR SIMILAR AGREEMENT OR COMMITMENT WITH ANY PARTY UNDER WHICH THE CORPORATION MAY RECEIVE CONTRIBUTIONS OF CASH OR OTHER ASSETS OTHER THAN WITH A RELATED PARTY OR CZI DESIGNATOR FUNDING SOURCE; (V) APPROVING OR EFFECTING ANY (A) SALE OR DISPOSITION, DIRECTLY OR INDIRECTLY, WHETHER THROUGH A SINGLE TRANSACTION OR A SERIES OF RELATED TRANSACTIONS, OF ALL OR A MATERIAL PORTION OF THE CORPORATION'S ASSETS; (B) MERGER, COMBINATION, CONSOLIDATION, REORGANIZATION, RECAPITALIZATION OR SIMILAR TRANSACTION OF OR INVOLVING THE CORPORATION; OR (C) CONVERSION OF THE CORPORATION FROM A CORPORATION INTO ANY OTHER FORM OF ORGANIZATION; (VI) CAUSING THE CORPORATION TO BE TREATED AS OTHER THAN EXEMPT FROM INCOME TAXATION UNDER SECTION 501(A) OF THE CODE (OR ANY ANALOGOUS PROVISION OF STATE OR LOCAL LAW); (VII) FILING OR COMMENCING ANY CASE OR PROCEEDING UNDER ANY LAW RELATING TO BANKRUPTCY, INSOLVENCY, OR RELIEF OF DEBTORS, OR SEEKING OR TAKING ANY OTHER ACTION IN FURTHERANCE OF AN APPOINTMENT OF A RECEIVER, TRUSTEE, CUSTODIAN, OR ANY SIMILAR PERSON FOR THE CORPORATION, OR AN ASSIGNMENT FOR THE BENEFIT OF CREDITORS; (VIII) APPROVING, PERMITTING, OR EFFECTING ANY TRANSACTION TO LIQUIDATE, WIND UP, OR DISSOLVE THE CORPORATION; (IX) INITIATING A PETITION OR APPLICATION FOR, OR OTHERWISE TAKING ACTION TO PURSUE STATUS AS, A CHARTER SCHOOL; OR (X) APPROVING THE CORPORATION'S ANNUAL BUDGET, APPROVING ANY MATERIAL EXPENDITURE NOT REFLECTED IN THE THEN CURRENT AND APPROVED ANNUAL BUDGET, OR ENTERING INTO ANY MATERIAL CONTRACT NOT REFLECTED IN THE THEN CURRENT AND APPROVED ANNUAL BUDGET.
FORM 990, PART VI, SECTION B, LINE 11B	THE INFORMATION FOR THE IRS FORM 990 IS PREPARED BY THE DIRECTOR OF FINANCE & ACCOUNTING (DOFA). MOSS ADAMS LLP, EXTERNAL TAX FIRM, RECEIVES THE INFORMATION, THEN REVIEWS AND ASSEMBLES THE 990 TAX REPORT. THE DOFA REVIEWS THE DRAFT IRS FORM 990 PREPARED BY MOSS ADAMS LLP. DOFA THEN DISTRIBUTES THE DRAFT TO THE BOARD TREASURER, CEO, AND OTHER SR. STAFF FOR REVIEW. ONCE FINAL EDITS ARE UPDATED, THE FINAL DRAFT IS DISTRIBUTED TO BOARD MEMBERS FOR REVIEW AND APPROVAL FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS 1) CURRENT DIRECTORS, OFFICERS, KEY EMPLOYEES, AND COMMITTEE MEMBERS, 2) SPOUSES OR DOMESTIC PARTNERS OF ANYONE LISTED IN 1), AND 3) FORMER OFFICERS, DIRECTORS OR KEY EMPLOYEES WHO SERVED IN SUCH CAPACITY WITHIN THE LAST FIVE YEARS. COVERED PERSONS ARE REQUIRED UNDER THE POLICY TO DISCLOSE ALL KNOWN OR POTENTIAL CONFLICTS TO THE BOARD, COMMITTEE OR BOARD'S DESIGNEE UPON APPOINTMENT AND AT ANY TIME A POTENTIAL CONFLICT ARISES, AND ALL COVERED PERSONS MUST SIGN A STATEMENT ANNUALLY AFFIRMING UNDERSTANDING AND COMPLIANCE WITH THE POLICY. WHEN A POTENTIAL CONFLICT ARISES, THE BOARD, COMMITTEE OR BOARD'S DESIGNEE DETERMINES IF A CONFLICT EXISTS BY CONCLUDING WHETHER THE COVERED PERSON HAS AN ACTUAL FINANCIAL INTEREST IN AND WILL BENEFIT FROM A PROPOSED TRANSACTION OR ARRANGEMENT. IF IT IS DETERMINED THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THE CHAIRPERSON OF THE BOARD OR A MAJORITY OF THE DISINTERESTED DIRECTORS SHALL APPOINT, IF NECESSARY TO PROTECT THE INTERESTS OF THE CORPORATION, A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION AND DETERMINE WHETHER THE ORGANIZATION COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH A NON-COVERED PERSON. THE BOARD OR COMMITTEE SHALL THEN DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER TO ENTER INTO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE CHAIRPERSON OF THE BOARD OR A MAJORITY OF THE DISINTERESTED DIRECTORS DETERMINE THAT IT IS NOT NECESSARY TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT TO PROTECT THE INTERESTS OF THE CORPORATION, THE BOARD OR COMMITTEE SHALL DETERMINE THE EXTENT TO WHICH THE COVERED PERSON SHALL RECUSE HIMSELF OR HERSELF FROM FURTHER INVOLVEMENT IN THE PROPOSED TRANSACTION OR ARRANGEMENT.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF DIRECTORS, A COMMITTEE THEREOF OR CZI DESIGNEE THEREOF SHALL REVIEW ANY COMPENSATION PACKAGES (INCLUDING BENEFITS) OF THE EXECUTIVE DIRECTOR, PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER, REGARDLESS OF JOB TITLE, AND SHALL APPROVE SUCH COMPENSATION ONLY AFTER DETERMINING THAT THE COMPENSATION IS JUST AND REASONABLE. THIS REVIEW AND APPROVAL SHALL OCCUR WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED, UNLESS THE MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THIS CORPORATION.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST WHEN LEGALLY REQUIRED.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
2014 #3 LLC
314 LYTTON AVE	PALO ALTO	CA	94301	371767104	HOLDING COMPANY	DE	$154,974	$13,967,371	THE PRIMARY SCHOOL - EAST PALO ALTO
RAVENSWOOD 2015 LLC
314 LYTTON AVE	PALO ALTO	CA	94301	364807788	HOLDING COMPANY	DE	$0	$0	THE PRIMARY SCHOOL - EAST PALO ALTO

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
CHAN ZUCKERBERG BIOHUB INC
499 ILLINOIS ST	SAN FRANCISCO	CA	94158	811669175	MEDICAL RESEARCH	CA	501(C)(3)	LINE 4	N/A	Yes (1)
CHAN ZUCKERBERG INITATIVE FOUNDATION
314 LYTTON AVE	PALO ALTO	CA	94301	455002209	GRANTMAKING	CA	501(C)(3)	PF	N/A	Yes (1)
CHAN ZUCKERBERG INITIATIVE ADVOCACY
314 LYTTON AVE	PALO ALTO	CA	94301	813742328	SOCIAL WELFARE	CA	501(C)(4)		N/A	Yes (1)
FWDUS
PO BOX 34506	WASHINGTON	DC	20043	462223015	SOCIAL WELFARE	DE	501(C)(4)		N/A	Yes (1)
FWDUS EDUCATION FUND INC
PO BOX 34506	WASHINGTON	DC	20043	820962378	EDUCATION	DE	501(C)(3)	LINE 7	N/A	Yes (1)
GRADIENT LEARNING
340 S LEMON AVE 6119	WALNUT	CA	91789	352655251	EDUCATION	CA	501(C)(3)	LINE 7	N/A	Yes (1)
THE PRIMARY SCHOOL
2086 CLARKE AVENUE	EAST PALO ALTO	CA	94303	371975407	EDUCATION	CA	501(C)(3)	LINE 2	N/A	Yes (1)
THE PRIMARY SCHOOL BAY AREA
750 FARGO AVENUE	SAN LEANDRO	CA	94579	844481558	EDUCATION	CA	501(C)(3)	LINE 2	N/A	Yes (1)
THE PRIMARY SCHOOL LAB
2086 CLARKE AVENUE	EAST PALO ALTO	CA	94303	364858582	EDUCATION	CA	501(C)(4)		N/A	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	META PLATFORMS INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 WILLOW ROAD	AddressLine1Txt
City	MENLO PARK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94025	ZIPCd

Field	Value	IRS element (for citing)
EIN	201665019	EIN
Primary Activities	SOCIAL MEDIA	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	C	EntityTypeTxt
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CHAN ZUCKERBERG INITIATIVE FOUNDATION
C	$8,740,000	BOOK VALUE
THE PRIMARY SCHOOL
M	$235,870	COST

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCH R, PART II

OTHER THAN THE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND THE PRIMARY SCHOOL EAST PALO ALTO, THE PRIMARY SCHOOL LAB, AND THE PRIMARY SCHOOL ("THE PRIMARY SCHOOL ENTITIES"), OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. CZI LLC PROVIDES PRO BONO SUPPORT TO THE FILING ORGANIZATION, AND ITS STAFF WHO PROVIDE SUPPORT TO THE FILING ORGANIZATION FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH THE FILING ORGANIZATION HOLDS ITSELF AND ITS SERVICE PROVIDERS. THE FILING ORGANIZATION AND THE PRIMARY SCHOOL ENTITIES DO NOT SHARE STUDENT OR OTHER DATA WITH ANY OF THE OTHER RELATED TAX-EXEMPT ENTITIES.

SCH R, PART IV

META PLATFORMS INC IS REPORTED AS A "RELATED ORGANIZATION" FOR IRS FORM 990 REPORTING PURPOSES THROUGH ITS COMMON RELATIONSHIP WITH A MANAGER OF CZI LLC'S MEMBER. META AND THE FILING ORGANIZATION ARE OPERATIONALLY UNRELATED AND SEPARATELY GOVERNED. ONE OF THE MANAGERS OF CZI LLC'S MEMBER ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE ENTITIES REPORTED ON SCHEDULE R. THE FILING ORGANIZATION AND THE PRIMARY SCHOOL ENTITIES DO NOT SHARE STUDENT OR OTHER DATA WITH META.