PRIMARY SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PRIMARY SCHOOL (EIN 37-1975407)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349319184
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T20:44:55-05:00 | 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 | 371975407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRIMARY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 6503760272 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY GARCIA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6195153293 | 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 | COURTNEY GARCIA | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $3,725,897 | 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 | 2019 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,961,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,429,837 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $252,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $296,060 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,213,000 | PYTotalRevenueAmt |
| CY Total Revenue | $3,725,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $4,239,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,764,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $438,146 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,417,629 | PYOtherExpensesAmt |
| CY Other Expenses | $1,427,438 | CYOtherExpensesAmt |
| PY Total Expenses | $5,657,041 | PYTotalExpensesAmt |
| CY Total Expenses | $5,192,341 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,555,959 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,466,444 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,215,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,048,785 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $659,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $959,270 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,555,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,089,515 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,642,463 | ExpenseAmt |
| Revenue | $296,060 | RevenueAmt |
| Desc | THE PRIMARY SCHOOL IS EXPANDING THE BOUNDARIES OF TRADITIONAL EDUCATION. OUR HOLISTIC 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. THE PRIMARY SCHOOL IS COMMITTED TO DESIGNING A MODEL THAT IS REPLICABLE IN COMMUNITIES ACROSS THE UNITED STATES AND REDEFINES WHAT IS POSSIBLE FOR UNDERSERVED CHILDREN AND FAMILIES. WE ARE INVESTING IN DESIGN, RESEARCH, EVALUATION AND DISSEMINATION THAT WILL ALLOW US TO REPLICATE OUR MODEL AND SHARE OUT LEARNING TO OTHERS. | Desc |
| Total Program Service Expenses | $2,642,463 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 AVENUE | 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JEAN-CLAUDE BRIZARD | ||||||||||
| CHAIR | 4.75 | 9.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVEN DOW | ||||||||||
| SECRETARY | 4.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ISABELLE BIBBLER PARKER | ||||||||||
| TREASURER | 4.25 | 8.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MOSES HERRERA | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRISTINA HUEZO | ||||||||||
| DIRECTOR | 4.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR LUCY PHOUNG | ||||||||||
| DIRECTOR | 4.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BROOKE KOKA | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| COURTNEY GARCIA | ||||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 1.50 | Yes (X) | $247,500 | $0 | $11,417 | ||||
| DEEPAK KUMAR | ||||||||||
| VP OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $0 | $0 | $0 | |||||
| LINDSEY LUEBCHOW | ||||||||||
| VP POLICY & GROWTH | 40.00 | $218,737 | $0 | $2,500 | Yes (X) | |||||
| KATHERINE CARTER | ||||||||||
| CENTRAL DIRECTOR OF SCHOOL PROGRAM | 40.00 | $163,007 | $0 | $11,560 | Yes (X) | |||||
| VALENTINA HELO-VILLEGAS | ||||||||||
| DIRECTOR OF 2-GEN PROGRAMMING | 40.00 | $169,930 | $0 | $2,500 | Yes (X) | |||||
| ELIZABETH HERNANDEZ | ||||||||||
| DIRECTOR OF FINANCE AND ACCOUNTING | 40.00 | $139,513 | $0 | $11,162 | Yes (X) | |||||
| MCHALE NEWPORT-BERRA | ||||||||||
| VP OF LEARNING & INNOVATION | 40.00 | $144,871 | $0 | $2,500 | Yes (X) | |||||
| KIRA LEWIS CLARK DIRECTOR OF | ||||||||||
| PEOPLE, CULTURE AND LEARNING | 40.00 | $116,581 | $0 | $12,486 | Yes (X) | |||||
| MEREDITH LIU | ||||||||||
| FORMER CHIEF DESIGN OFFICER | 40.00 | $105,923 | $0 | $3,165 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,306,062 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | EDGILITY CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 SOUTH HOLLY STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EMPLOYEE RECRUITING | ServicesDesc |
| Compensation | $108,580 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,420,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,009,837 | AllOtherContributionsAmt |
| Total Contributions | $3,429,837 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $296,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,060 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $296,060 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,725,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,060 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,693 | TotalAmt |
| Program Services | $102,776 | ProgramServicesAmt |
| Management And General | $433,642 | ManagementAndGeneralAmt |
| Fundraising | $201,275 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,481,224 | TotalAmt |
| Program Services | $1,752,688 | ProgramServicesAmt |
| Management And General | $617,795 | ManagementAndGeneralAmt |
| Fundraising | $110,741 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,173 | TotalAmt |
| Program Services | $37,030 | ProgramServicesAmt |
| Management And General | $22,253 | ManagementAndGeneralAmt |
| Fundraising | $6,890 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,859 | TotalAmt |
| Program Services | $145,353 | ProgramServicesAmt |
| Management And General | $81,607 | ManagementAndGeneralAmt |
| Fundraising | $25,899 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,954 | TotalAmt |
| Program Services | $124,243 | ProgramServicesAmt |
| Management And General | $79,520 | ManagementAndGeneralAmt |
| Fundraising | $23,191 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,081 | TotalAmt |
| Management And General | $20,081 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,425 | TotalAmt |
| Management And General | $63,425 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,755 | TotalAmt |
| Program Services | $173,847 | ProgramServicesAmt |
| Management And General | $131,671 | ManagementAndGeneralAmt |
| Fundraising | $16,237 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,773 | TotalAmt |
| Program Services | $797 | ProgramServicesAmt |
| Management And General | $26,471 | ManagementAndGeneralAmt |
| Fundraising | $505 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,034 | TotalAmt |
| Program Services | $96,397 | ProgramServicesAmt |
| Management And General | $286,293 | ManagementAndGeneralAmt |
| Fundraising | $20,344 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,228 | TotalAmt |
| Program Services | $126,060 | ProgramServicesAmt |
| Management And General | $72,648 | ManagementAndGeneralAmt |
| Fundraising | $26,520 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,354 | TotalAmt |
| Program Services | $23,929 | ProgramServicesAmt |
| Management And General | $1,765 | ManagementAndGeneralAmt |
| Fundraising | $1,660 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,328 | TotalAmt |
| Program Services | $2,734 | ProgramServicesAmt |
| Management And General | $455 | ManagementAndGeneralAmt |
| Fundraising | $2,139 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,039 | TotalAmt |
| Management And General | $53,039 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,731 | TotalAmt |
| Management And General | $12,731 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,837 | TotalAmt |
| Management And General | $56,837 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $88,423 | $18,939 | $69,275 | $209 |
| MATERIALS & SUPPLIES | $68,629 | $37,541 | $29,013 | $2,075 |
| PROGRAM EXPENSES | $14,515 | $129 | $13,925 | $461 |
| LICENSES & FEES | $8,261 | $8,261 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,025 | TotalAmt |
| Management And General | $31,025 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,192,341 | TotalAmt |
| Program Services | $2,642,463 | ProgramServicesAmt |
| Management And General | $2,111,732 | ManagementAndGeneralAmt |
| Fundraising | $438,146 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,793 | BOYAmt |
| EOY | $1,387,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,233,360 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,346 | BOYAmt |
| EOY | $162,564 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,818 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,037 | BOYAmt |
| EOY | $39,827 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $448,744 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,536 | BOYAmt |
| EOY | $2,048,785 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,987 | BOYAmt |
| EOY | $942,235 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,590 | BOYAmt |
| EOY | $13,863 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,172 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,577 | BOYAmt |
| EOY | $959,270 | 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 | $2,518,294 | BOYAmt |
| EOY | $1,050,915 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,665 | BOYAmt |
| EOY | $38,600 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,959 | BOYAmt |
| EOY | $1,089,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,536 | BOYAmt |
| EOY | $2,048,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,466,444 | 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 | 0 | FederalGrantAuditRequiredInd |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,818 | DepreciationAmt |
| Book Value | $39,827 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,827 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE RIGHT-OF-USE (ROU) ASSETS | $3,114 |
| DUE FROM AFFILIATE | $445,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $448,744 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $3,172 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,172 | 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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | DISCLOSED ON THE ORGANIZATION'S WEBSITE. |
| SCHEDULE E, PART I, LINE 4 | THE SCHOOL DOES NOT CHARGE TUITION. |
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 (6 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 | $225,000 | $0 | $22,500 | $0 | $0 | $0 | $2,500 | $0 | $8,917 | $0 | $258,917 | $0 | $0 | $0 |
| LINDSEY LUEBCHOW | ||||||||||||||
| VP POLICY & GROWTH | $184,046 | $0 | $0 | $0 | $34,691 | $0 | $2,500 | $0 | $0 | $0 | $221,237 | $0 | $0 | $0 |
| KATHERINE CARTER | ||||||||||||||
| CENTRAL DIRECTOR OF SCHOOL PROGRAM | $156,000 | $0 | $0 | $0 | $7,007 | $0 | $2,500 | $0 | $9,060 | $0 | $174,567 | $0 | $0 | $0 |
| VALENTINA HELO-VILLEGAS | ||||||||||||||
| DIRECTOR OF 2-GEN PROGRAMMING | $165,000 | $0 | $0 | $0 | $4,930 | $0 | $2,500 | $0 | $0 | $0 | $172,430 | $0 | $0 | $0 |
| ELIZABETH HERNANDEZ | ||||||||||||||
| DIRECTOR OF FINANCE AND ACCOUNTING | $134,531 | $0 | $0 | $0 | $4,982 | $0 | $1,516 | $0 | $9,646 | $0 | $150,675 | $0 | $0 | $0 |
| MEREDITH LIU | ||||||||||||||
| FORMER CHIEF DESIGN OFFICER | $105,923 | $0 | $0 | $0 | $0 | $0 | $1,858 | $0 | $1,307 | $0 | $109,088 | $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 5, 2022 REFLECT CHANGES TO: ARTICLE VI - CHAN ZUCKERBERG INITIATIVE, LLC ("CZI DESIGNATOR") IS A DESIGNATOR FOR THE CORPORATION. KAISER PERMANENTE (KAISER DESIGNATOR) IS ALSO A DESIGNATOR FOR THE CORPORATION. PARENT REPRESENTATIVES WILL BE ELECTED FOR THE PRIMARY SCHOOL - EAST PALO ALTO AND THE PRIMARY SCHOOL BAY AREA ("TPS-EPA DIRECTOR AND "TPS-BA DIRECTOR"); AND ARTICLE VI - THE NUMBER OF DIRECTORS WAS SET AT SEVEN AND THE LENGTH OF TERM CHANGED FROM ONE YEAR TO TWO YEARS. |
| FORM 990, PART VI, SECTION A, LINE 7A | CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES FOUR DIRECTORS TO THE BOARD (CZI DESIGNATED DIRECTORS). |
| 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 CONTROLLER AND VP OF FINANCE AND OPERATIONS. MOSS ADAMS, EXTERNAL TAX FIRM, RECEIVES THE INFORMATION AND REVIEWS AND ASSEMBLES THE 990 TAX REPORT. THE CONTROLLER AND VP OF FINANCE AND OPERATIONS REVIEWS THE DRAFT IRS FORM 990 PREPARED BY MOSS ADAMS. VP OF FINANCE AND OPERATIONS THEN DISTRIBUTES THE DRAFT TO THE BOARD TREASURER, CEO AND OTHER SENIOR 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 | AT FIRST BOARD MEETING OF THE FISCAL YEAR, BOARD MEMBERS ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND RETURN A SIGNED FORM INDICATING THAT THEY HAVE REVIEWED THEN POLICY AND HAVE NO CURRENT CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST ARISES: AFTER A COVERED PERSON HAS DISCLOSED THE EXISTENCE OF A FINANCIAL INTEREST OR A POSSIBLE FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, COMMITTEE OR BOARD'S DESIGNEE, THE BOARD OR COMMITTEE, SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS BECAUSE THE COVERED PERSON HAS AN ACTUAL FINANCIAL INTEREST IN THE PROPOSED TRANSACTION OR ARRANGEMENT AND THAT HE OR SHALL BENEFIT FROM SUCH PROPOSED TRANSACTION OR ARRANGEMENT. PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST: 1) IF THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THEN: A) IF APPROPRIATE TO PROTECT THE INTEREST OF THE ORGANIZATION, THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR A MAJORITY OF THE DISINTERESTED DIRECTORS SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVE TO THE PROPOSED TRANSACTION OF ARRANGEMENT; B) AFTER EXERCISING REASONABLE DUE DILIGENCE, THE DISINTERESTED DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OR INTEREST; AND C) IF A MORE ADVANTAGEOUS TRANSACTION OF ARRANGEMENT IS NOT REASONABLY OBTAINABLE, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION AND SHALL DECIDE AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 2) 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 ORGANIZATION, THE BOARD OR COMMITTEE OF THE BOARD SHALL DETERMINE THE EXTENT TO WHICH SUCH COVERED PERSON SHALL RECUSE HIMSELF OR HERSELF FROM FURTHER INVOLVEMENT IN THE PROPOSED TRANSACITON OR ARRANGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CHAIR SHALL REVIEW ANY COMPENSATION PACKAGES (INCLUDING ALL BENEFITS) OF THE PRESIDENT, CHIEF EXECUTIVE OFFICER 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 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 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 | DE | 20043 | 462223015 | SOCIAL WELFARE | DE | 501(C)(4) | N/A | Yes (1) | |
| FWDUS EDUCATION FUND INC | ||||||||||
| PO BOX 34506 | WASHINGTON | DE | 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 - EAST PALO ALTO | ||||||||||
| 2086 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | 473334579 | EDUCATION | CA | 501(C)(3) | LINE 2 | N/A | Yes (1) |
| THE PRIMARY SCHOOL BAY AREA | ||||||||||
| 750 FARGO AVE SUITE 404 | SAN LEANDRO | CA | 94579 | 844481558 | EDUCATION | CA | 501(C)(3) | LINE 2 | N/A | Yes (1) |
| THE PRIMARY SCHOOL LAB | ||||||||||
| 2086 CLARKE AVE | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE PRIMARY SCHOOL LAB | ||
| S | $152,128 | BOOK VALUE |
| CHAN ZUCKERBERG INITIATIVE FOUNDATION | ||
| C | $2,420,000 | BOOK VALUE |
| THE PRIMARY SCHOOL - EAST PALO ALTO | ||
| L | $235,870 | COST |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH R, PART II: | THE TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R, SECTION II ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR COMMON RELATIONSHIP WITH A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC'S ("CZI LLC") MEMBER. OTHER THAN THE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND THE PRIMARY SCHOOL EAST PALO ALTO, THE PRIMARY SCHOOL LAB, AND THE PRIMARY SCHOOL BAY AREA ("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. |
Comments