2025-05-09T20:46:03-05:00 2024-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-07-01 371975407 THE PRIMARY SCHOOL PRIM 6503760272 2086 CLARKE AVE EAST PALO ALTO CA 94303 JAIME KIDD CEO & PRESIDENT 6503760272 2025-05-08 1 1 MAGGIE ELLIOTT P01790721 5032421447 2025-05-08 2023 2025-03-06 01:10:19Z JAIME KIDD 2086 CLARKE AVE EAST PALO ALTO CA 94303 16469726 0 X WWW.THEPRIMARYSCHOOL.ORG X 2019 CA IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. 7 7 39 7 0 0 3429837 16066830 296060 402896 0 0 0 0 3725897 16469726 0 10940000 0 0 3764903 4083288 0 0 536183 1427438 1517601 5192341 16540889 -1466444 -71163 2048785 1495552 959270 477200 1089515 1018352 IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES. 0 0 13419755 10940000 402896 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. 13419755 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ELIANA STONE 6503760272 2086 CLARKE AVE EAST PALO ALTO CA 94303 COURTNEY GARCIA CEO & PRESIDENT UNTIL JUN 14, 2024 40.00 1.00 X 213133 0 12400 LINDSEY LUEBCHOW VP POLICY & GROWTH 40.00 X 205120 0 2803 JEROME INTIA VP OF EXTERNAL RELATIONS 40.00 X 164647 0 27297 DEEPAK KUMAR VP OF FINANCE AND OPERATIONS 40.00 X 170319 0 14497 VALENTINA HELO-VILLEGAS DIRECTOR OF 2-GEN PROGRAMMING 40.00 X 169210 0 9276 KIRA LEWIS CLARK DIRECTOR OF PEOPLE, CULTURE AND LEARNING 2.00 38.00 X 23022 143566 2500 KATHERINE CARTER CENTRAL DIRECTOR OF SCHOOL PROGRAM 40.00 X 154934 0 12613 MCHALE NEWPORT-BERRA VP OF LEARNING & INNOVATION 40.00 X 140829 0 11980 JAIME KIDD INTERIM CEO & PRESIDENT 40.00 1.00 X 70086 0 9968 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 X 0 0 0 CRISTINA HUEZO DIRECTOR 4.50 X 0 0 0 BROOKE KOKA DIRECTOR 4.50 X 0 0 0 DR LUCY PHUONG DIRECTOR 1.00 X 0 0 0 1311300 143566 103334 10 0 1 0 0 1835000 14231830 16066830 MANAGEMENT FEE 541610 402896 402896 402896 16469726 402896 0 0 10940000 10940000 739148 332383 235689 171076 2687643 1416013 1065341 206289 62435 35764 19466 7205 326348 172308 113758 40282 267714 140475 100578 26661 10210 10210 40784 40784 284075 157933 75835 50307 61545 674 59933 938 726459 84566 627134 14759 190587 88888 86365 15334 9328 8264 1064 7030 5718 103 1209 19509 19509 39211 39211 STAFF RECRUITMENT 56811 56811 MATERIAL AND SUPPLIES 39360 34411 2984 1965 STAFF DEVELOPMENT 32692 2358 30176 158 16540889 13419755 2584951 536183 1387650 507347 10000 600000 162564 75075 135313 34327 39827 100986 448744 212144 2048785 1495552 942235 477200 13863 0 3172 0 959270 477200 X 1050915 365646 38600 652706 1089515 1018352 2048785 1495552 -71163 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135313 34327 100986 100986 DUE FROM RELATED ORGANIZATION 212144 212144 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 YEARS ENDED JUNE 30, 2024 AND 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. 1 THE PRIMARY SCHOOL BAY AREA 750 FARGO AVE RM 404 SAN LEANDRO CA 94579 844481558 501(C)(3) 1240000 0 OPERATING SUPPORT THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 501(C)(3) 9700000 0 OPERATING SUPPORT 2 0 PART I, LINE 2: THE ONLY RECIPIENTS ARE 501(C)(3) CHARITIES AND NO FURTHER MONITORING IS DONE ONCE THE GRANT IS MADE. X X 0 0 0 0 0 0 0 0 0 COURTNEY GARCIA CEO & PRESIDENT UNTIL JUN 14, 2024 213133 0 0 0 0 0 2500 0 9900 0 225533 0 0 0 LINDSEY LUEBCHOW VP POLICY & GROWTH 205120 0 0 0 0 0 2803 0 0 0 207923 0 0 0 JEROME INTIA VP OF EXTERNAL RELATIONS 164647 0 0 0 0 0 2500 0 24797 0 191944 0 0 0 DEEPAK KUMAR VP OF FINANCE AND OPERATIONS 170319 0 0 0 0 0 2500 0 11997 0 184816 0 0 0 VALENTINA HELO-VILLEGAS DIRECTOR OF 2-GEN PROGRAMMING 169210 0 0 0 0 0 2500 0 6776 0 178486 0 0 0 KIRA LEWIS CLARK DIRECTOR OF PEOPLE, CULTURE AND LEARNING 23022 143566 0 0 0 0 345 2155 0 0 23367 145721 0 0 KATHERINE CARTER CENTRAL DIRECTOR OF SCHOOL PROGRAM 154934 0 0 0 0 0 2500 0 10113 0 167547 0 0 0 MCHALE NEWPORT-BERRA VP OF LEARNING & INNOVATION 140829 0 0 0 0 0 2500 0 9480 0 152809 0 0 0 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 OUTSIDE ACCOUNTING CONSULTANTS WITH THE HELP OF THE INTERIM CEO. MOSS ADAMS, EXTERNAL TAX FIRM, RECEIVES THE INFORMATION AND REVIEWS AND ASSEMBLES THE 990 TAX REPORT. THE CONSULTANT AND INTERIM CEO REVIEWS THE DRAFT IRS FORM 990 PREPARED BY MOSS ADAMS. VP OF FINANCE AND OPERATIONS THEN DISTRIBUTES THE DRAFT TO THE BOARD TREASURER, INTERIM 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 INC 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 352645251 EDUCATION CA 501(C)(3) LINE 7 N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL BAY AREA 750 FARGO AVE RM 404 SAN LEANDRO CA 94579 844481558 EDUCATION CA 501(C)(3) LINE 2 N/A 1 META PLATFORMS INC 1601 WILLOW ROAD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 THE PRIMARY SCHOOL BAY AREA L 101846 COST THE PRIMARY SCHOOL - EAST PALO ALTO L 281960 COST THE PRIMARY SCHOOL BAY AREA B 1240000 COST THE PRIMARY SCHOOL - EAST PALO ALTO B 9700000 COST THE PRIMARY SCHOOL BAY AREA C 935000 COST THE PRIMARY SCHOOL - EAST PALO ALTO C 900000 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 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.