2023-05-15T18:16:33-05:00 2022-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2021-07-01 371975407 THE PRIMARY SCHOOL PRIM 6503760272 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 COURTNEY GARCIA CEO 6195153293 2023-05-15 1 COURTNEY GARCIA XXX-XX-XXXX WENDY CAMPOS P00448102 5032421447 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X COURTNEY GARCIA 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 8213000 0 X WWW.THEPRIMARYSCHOOL.ORG X 2019 CA IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. 3 3 39 3 0 0 0 7961000 0 252000 0 0 0 0 0 8213000 0 0 0 0 0 4239412 0 0 368580 0 1417629 0 5657041 0 2555959 0 3215536 0 659577 0 2555959 IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. 0 0 3015546 0 252000 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. 3015546 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 0 0 1 24 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ELIZABETH HERNANDEZ 6503760272 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 20.00 20.00 X 128349 131250 10118 JENNIFER VON DER AHE VP OF TALENT, FINANCE & OPERATIONS 20.00 20.00 X 70193 101205 22389 LINDSEY LUEBCHOW VP OF POLICY & GROWTH 20.00 20.00 X 74585 97805 2544 JESSICA CHO CHIEF OF STAFF 20.00 20.00 X 66944 97434 3289 VALENTINA HELO-VILLEGAS DIRECTOR OF 2-GEN PROGRAMMING 20.00 20.00 X 64242 84827 8835 RYAN PADREZ MEDICAL DIRECTOR & SENIOR ADVISOR 20.00 20.00 X 65965 87132 2756 KATHERINE CARTER DIRECTOR OF SCHOOL PROGRAM 20.00 20.00 X 62015 81846 8996 MEREDITH LIU CHIEF OPERATING OFFICER 20.00 20.00 X 63739 80798 6360 ELIZABETH HERNANDEZ DIRECTOR OF FINANCE 20.00 20.00 X 55008 72791 17939 MCHALE NEWPORT-BERRA VP OF LEARNING & INNOVATION 20.00 20.00 X 58698 75588 705 DR PRISCILLA CHAN PRESIDENT, CHAIR 1.00 4.50 X X 0 0 0 NAOMI GLEIT SECRETARY 1.00 1.00 X X 0 0 0 EMMILE BRACK TREASURER 1.00 1.00 X X 0 0 0 709738 910676 83931 1 0 1 0 0 7961000 7961000 MANAGEMENT FEE 541610 252000 252000 252000 8213000 252000 0 0 946997 279834 589096 78067 2767296 1981147 603059 183090 55052 35766 14024 5262 193938 124201 55417 14320 276129 164861 90340 20928 24006 295 23711 371824 217397 133002 21425 24374 387 23940 47 210528 27431 174362 8735 297842 119730 146520 31592 18159 10042 7675 442 8328 7715 613 2087 2087 39760 39760 STAFF RECRUITMENT 148132 148132 STAFF DEVELOPMENT 133456 24505 108951 PROGRAM MATERIALS 81208 22136 54830 4242 PAYROLL ADMIN FEES 47018 47018 10907 99 10378 430 5657041 3015546 2272915 368580 0 763793 0 2233360 0 194346 26124 2087 0 24037 0 3215536 0 632987 0 26590 0 659577 X 2518294 37665 0 2555959 0 3215536 2555959 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 456 0 0 456 0 PART II-B, LINE 1: SIGNING ON TO SVCAN LETTER RE: CTC/EITC SUBMITTING LETTER RE: AB 1995 (MEDI-CAL PREMIUMS) SIGNED ON AS SUPPORTER FOR EVICTION PROTECTION RALLY SIGNED ON AS SUPPORTER, ASKING GOVERNOR TO ELIMINATE MEDI-CAL PREMIUMS/COPAYS IN BUDGET SUBMITTING UPDATED LETTER RE: AB 1995 (MEDI-CAL PREMIUMS) 26124 2087 24037 24037 X 8213000 0 8213000 0 8213000 5657041 0 5657041 0 5657041 PART X, LINE 2: THE ORGANIZATION, A CALIFORNIA NOT-FOR-PROFIT CORPORATION, IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. 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 94599 131250 33750 0 0 0 0 2500 3771 3847 132120 137597 0 0 JENNIFER VON DER AHE VP OF TALENT, FINANCE & OPERATIONS 70193 101205 0 0 0 0 0 2500 10003 9886 80196 113591 0 0 LINDSEY LUEBCHOW VP OF POLICY & GROWTH 74585 97805 0 0 0 0 0 2500 21 23 74606 100328 0 0 JESSICA CHO CHIEF OF STAFF 66944 97434 0 0 0 0 0 2500 369 420 67313 100354 0 0 VALENTINA HELO-VILLEGAS DIRECTOR OF 2-GEN PROGRAMMING 64242 84827 0 0 0 0 0 2500 2979 3356 67221 90683 0 0 RYAN PADREZ MEDICAL DIRECTOR & SENIOR ADVISOR 65965 87132 0 0 0 0 0 2500 128 128 66093 89760 0 0 KATHERINE CARTER DIRECTOR OF SCHOOL PROGRAM 62015 81846 0 0 0 0 489 489 3990 4028 66494 86363 0 0 MEREDITH LIU CHIEF OPERATING OFFICER 63739 80798 0 0 0 0 0 2161 339 3860 64078 86819 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE IRS FORM 990 IS PREPARED BY THE DIRECTOR OF FINANCE AND ACCOUNTING (DOFA). MOSS ADAMS, EXTERNAL TAX FIRM, RECEIVES THE INFORMATION AND REVIEWS AND ASSEMBLES THE 990 TAX REPORT. THE DOFA REVIEWS THE DRAFT IRS FORM 990 PREPARED BY MOSS ADAMS. DOFA 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. THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0