2024-05-15T20:44:55-05:00 2023-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-07-01 371975407 THE PRIMARY SCHOOL PRIM 6503760272 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 COURTNEY GARCIA CEO 6195153293 2024-05-14 1 COURTNEY GARCIA XXX-XX-XXXX 1 WENDY CAMPOS P00448102 5032421447 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COURTNEY GARCIA 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 3725897 0 X WWW.THEPRIMARYSCHOOL.ORG X 2019 CA IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. 7 7 44 6 0 0 7961000 3429837 252000 296060 0 0 0 0 8213000 3725897 0 0 0 0 4239412 3764903 0 0 438146 1417629 1427438 5657041 5192341 2555959 -1466444 3215536 2048785 659577 959270 2555959 1089515 IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. 0 0 2642463 296060 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. 2642463 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 25 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEEPAK KUMAR 6503760272 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 JEAN-CLAUDE BRIZARD CHAIR 4.75 9.50 X X 0 0 0 STEVEN DOW SECRETARY 4.00 8.00 X X 0 0 0 ISABELLE BIBBLER PARKER TREASURER 4.25 8.50 X X 0 0 0 MOSES HERRERA DIRECTOR 1.00 2.00 X 0 0 0 CRISTINA HUEZO DIRECTOR 4.50 1.00 X 0 0 0 DR LUCY PHOUNG DIRECTOR 4.00 1.00 X 0 0 0 BROOKE KOKA DIRECTOR 1.00 X 0 0 0 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 40.00 1.50 X 247500 0 11417 DEEPAK KUMAR VP OF FINANCE & OPERATIONS 40.00 X 0 0 0 LINDSEY LUEBCHOW VP POLICY & GROWTH 40.00 X 218737 0 2500 KATHERINE CARTER CENTRAL DIRECTOR OF SCHOOL PROGRAM 40.00 X 163007 0 11560 VALENTINA HELO-VILLEGAS DIRECTOR OF 2-GEN PROGRAMMING 40.00 X 169930 0 2500 ELIZABETH HERNANDEZ DIRECTOR OF FINANCE AND ACCOUNTING 40.00 X 139513 0 11162 MCHALE NEWPORT-BERRA VP OF LEARNING & INNOVATION 40.00 X 144871 0 2500 KIRA LEWIS CLARK DIRECTOR OF PEOPLE, CULTURE AND LEARNING 40.00 X 116581 0 12486 MEREDITH LIU FORMER CHIEF DESIGN OFFICER 40.00 X 105923 0 3165 1306062 0 57290 11 1 1 0 EDGILITY CONSULTING 480 SOUTH HOLLY STREET DENVER CO 80246 EMPLOYEE RECRUITING 108580 1 2420000 1009837 3429837 MANAGEMENT FEE 541610 296060 296060 296060 3725897 296060 0 0 737693 102776 433642 201275 2481224 1752688 617795 110741 66173 37030 22253 6890 252859 145353 81607 25899 226954 124243 79520 23191 20081 20081 63425 63425 321755 173847 131671 16237 27773 797 26471 505 403034 96397 286293 20344 225228 126060 72648 26520 27354 23929 1765 1660 5328 2734 455 2139 53039 53039 12731 12731 56837 56837 STAFF DEVELOPMENT 88423 18939 69275 209 MATERIALS & SUPPLIES 68629 37541 29013 2075 PROGRAM EXPENSES 14515 129 13925 461 LICENSES & FEES 8261 8261 31025 31025 5192341 2642463 2111732 438146 763793 1387650 2233360 10000 194346 162564 54645 14818 24037 39827 0 448744 3215536 2048785 632987 942235 26590 13863 0 3172 659577 959270 X 2518294 1050915 37665 38600 2555959 1089515 3215536 2048785 -1466444 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54645 14818 39827 39827 OPERATING LEASE RIGHT-OF-USE (ROU) ASSETS 3114 DUE FROM AFFILIATE 445630 448744 OPERATING LEASE LIABILITIES 3172 3172 X PART X, LINE 2: 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. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DISCLOSED ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT CHARGE TUITION. X X 0 0 0 0 0 0 0 0 0 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 225000 0 22500 0 0 0 2500 0 8917 0 258917 0 0 0 LINDSEY LUEBCHOW VP POLICY & GROWTH 184046 0 0 0 34691 0 2500 0 0 0 221237 0 0 0 KATHERINE CARTER CENTRAL DIRECTOR OF SCHOOL PROGRAM 156000 0 0 0 7007 0 2500 0 9060 0 174567 0 0 0 VALENTINA HELO-VILLEGAS DIRECTOR OF 2-GEN PROGRAMMING 165000 0 0 0 4930 0 2500 0 0 0 172430 0 0 0 ELIZABETH HERNANDEZ DIRECTOR OF FINANCE AND ACCOUNTING 134531 0 0 0 4982 0 1516 0 9646 0 150675 0 0 0 MEREDITH LIU FORMER CHIEF DESIGN OFFICER 105923 0 0 0 0 0 1858 0 1307 0 109088 0 0 0 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. CHAN ZUCKERBERG BIOHUB INC 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 1 CHAN ZUCKERBERG INITATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 1 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A 1 FWDUS PO BOX 34506 WASHINGTON DE 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A 1 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DE 20043 820962378 EDUCATION DE 501(C)(3) LINE 7 N/A 1 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352655251 EDUCATION CA 501(C)(3) LINE 7 N/A 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 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 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A 1 META PLATFORMS INC 1601 WILLOW ROAD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 THE PRIMARY SCHOOL LAB S 152128 BOOK VALUE CHAN ZUCKERBERG INITIATIVE FOUNDATION C 2420000 BOOK VALUE THE PRIMARY SCHOOL - EAST PALO ALTO L 235870 COST 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.