2022-05-13T19:53:29-05:00 2021-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2020-07-01 473334579 THE PRIMARY SCHOOL - EAST PALO ALTO PRIM 6503962779 2086 CLARKE STREET EAST PALO ALTO CA 94303 COURTNEY GARCIA CEO 6503962779 2022-05-13 1 COURTNEY GARCIA XXX-XX-XXXX WENDY CAMPOS P00448102 5032421447 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR PRISCILLA CHAN MD 2086 CLARKE STREET EAST PALO ALTO CA 94303 15213573 0 X WWW.THEPRIMARYSCHOOL.ORG X 2015 CA INTEGRATED HEALTH AND EDUCATION MODEL SERVING CHILDREN AND FAMILIES FROM BIRTH THROUGH HIGH SCHOOL 3 3 98 3 0 0 15207549 15204945 0 0 108558 8628 1606 0 15317713 15213573 0 0 0 0 5877922 6785441 0 0 240 3118414 4834395 8996336 11619836 6321377 3593737 22768321 23769495 4278397 1685834 18489924 22083661 X TO FOSTER EACH CHILD'S WELLBEING 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. 0 0 9567423 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. 9567423 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 39 0 1 98 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ELIZABETH HERNANDEZ 6503760272 1765 E BAYSHORE ROAD SUITE A2 EAST PALO ALTO CA 943032503 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 256500 9842 MEREDITH LIU CHIEF DESIGN OFFICER 15.00 25.00 X 0 224230 9950 ANN LEVY WALDEN EXECUTIVE DIRECTOR 40.00 X 151845 0 9167 ASHLEY PLETZ SR MGR OF EARLY CHILDHOOD PROGRAM 40.00 X 129583 0 2546 OLIVIA THOMAS SR MGR OF INTEGRATION & INTERVENTION 40.00 X 116619 0 7966 KYNDAL EASTER PRINCIPAL 40.00 X 106846 0 13221 WILLIAM CAVU-LITMAN LEAD TEACHER 40.00 X 101682 0 8793 ZOE DUSKIN FORMER PRINCIPAL 40.00 X 103422 0 28405 DR PRISCILLA CHAN CHAIR, PRESIDENT 1.00 4.50 X X 0 0 0 JESSICA LESSIN SECRETARY 1.00 X X 0 0 0 MARGARET M CAMPBELL TREASURER 1.00 X X 0 0 0 709997 480730 89890 7 0 1 0 STUDIO BONDY ARCHITECTURE 110 LINDEN ST OAKLAND CA 94607 ARCHITECTURAL 555243 K2 ARCHITECTURE & INTERIORS 550 DE HARO ST SUITE 380 SAN FRANCISCO CA 94107 ARCHITECTURAL 217135 JENNIFER VON DER AHE 18130 CONSTITUTION AVE MONTE SERENO CA 95030 REAL ESTATE PROJECT MANAGEMENT 120800 3 10575000 525991 4103954 52736 15204945 3464 3464 5164 0 5164 5164 5164 15213573 0 0 8628 174017 174017 5585341 4541140 1044201 117594 97752 19842 557502 466074 91428 350987 300189 50798 57120 57120 14557 11574 2983 37847 37847 805007 703689 101318 48214 32862 15352 400142 301276 98866 2872529 2642911 229618 1976 1976 37603 37603 70458 2859 67599 PROGRAM MATERIALS 261693 248720 12973 MEALS FOR STUDENTS 167452 165814 1638 STAFF DEVELOPMENT 47621 45381 2240 LICENSES & REGISTRATION 1340 1100 240 10836 4106 6730 11619836 9567423 2052173 240 2143397 3293963 11226791 11758145 0 100000 227190 280789 150639 632330 7724546 20278 9020304 7704268 22768321 23769495 3595525 1341368 0 100000 682872 244466 4278397 1685834 X 11832232 13055059 6657692 9028602 18489924 22083661 22768321 23769495 3593737 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6231360 6231360 29357 20278 9079 1463829 1463829 7704268 DUE TO RELATED PARTY 244466 244466 X 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. THE LLCS ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AT JUNE 30, 2021. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 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 DEPARTMENT OF EDUCATION - CALIFORNIA STATE PRESCHOOL PROGRAM - UNITED STATES DEPARTMENT OF AGRICULTURE - CHILD AND ADULT CARE FOOD PROGRAM X X 1 0 0 0 0 0 0 0 0 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 0 225000 0 31500 0 0 0 2500 0 7342 0 266342 0 0 MEREDITH LIU CHIEF DESIGN OFFICER 0 224230 0 0 0 0 0 2500 0 7450 0 234180 0 0 ANN LEVY WALDEN EXECUTIVE DIRECTOR 151845 0 0 0 0 0 2500 0 6667 0 161012 0 0 0 PART I, LINE 4A: ZOE DUSKIN, FORMER PRINCIPAL, RECEIVED A SEVERANCE PAYMENT OF $27,282. X 1 52736 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPRESENTS THE NUMBER OF ACTUAL CONTIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 7A PRISCILLA CHAN, AS DESIGNATOR AS DEFINED IN THE ORGANIZATION'S BYLAWS, HAS THE SOLE POWER TO APPOINT BOARD MEMBERS, SUBJECT TO THE POWER OF THE BOARD TO FIX THE NUMBER OF DIRECTORS AS PROVIDED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE DECISIONS OF THE BOARD TO REMOVE BOARD MEMBERS AND AMEND THE BYLAWS REQUIRE CONSENT FROM PRISCILLA CHAN, AS DESIGNATOR AS DEFINED IN THE ORGANIZATION'S BYLAWS. 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 OR A COMMITTEE THEREOF SHALL REVIEW ANY COMPENSATION PACKAGES (INCLUDING BENEFITS) OF THE CHIEF EXECUTIVE OFFICER, 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. 2014 #3 LLC 314 LYTTON AVE PALO ALTO CA 94301 371767104 HOLDING COMPANY DE 1022 12355636 THE PRIMARY SCHOOL - EAST PALO ALTO RAVENSWOOD 2015 LLC 314 LYTTON AVE PALO ALTO CA 94301 364807788 HOLDING COMPANY DE 0 52 THE PRIMARY SCHOOL - EAST PALO ALTO THE PRIMARY SCHOOL - EAST PALO ALTO LLC 314 LYTTON AVE PALO ALTO CA 94301 812403435 HOLDING COMPANY DE 0 0 THE PRIMARY SCHOOL - EAST PALO ALTO CHAN ZUCKERBERG BIOHUB INC 499 ILLINOIS ST SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 0 CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A N/A 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 0 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 20043 820962378 EDUCATION DE 501(C)(3) LINE 7 FWDUS INC 0 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 SOCIAL WELFARE CA 501(C)(4) N/A N/A 0 GRADIENT LEARNING 340 S LEMON AVE 6119 WALNUT CA 91789 352645251 EDUCATION CA 501(C)(3) LINE 7 N/A 0 OPENNESS FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 270889149 GRANTMAKING CA 501(C)(3) PF N/A 0 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A N/A 0 FACEBOOK INC 1601 WILLOW RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA CA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 THE PRIMARY SCHOOL LAB O 164680 COST THE PRIMARY SCHOOL LAB P 258050 COST THE PRIMARY SCHOOL LAB Q 76487 COST THE PRIMARY SCHOOL LAB S 385950 COST SCH R, PART II THE DISCLOSED TAX-EXEMPT ENTITIES UNDER THIS SECTION MAY TECHNICALLY BE CONSIDERED "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES ONLY, BECAUSE OF THEIR RELATIONSHIP WITH THE PRIMARY SCHOOL - EAST PALO ALTO'S DESIGNATOR, GIVEN THE DESIGNATOR'S RELATIONSHIP WITH THE CHAN ZUCKERBERG INITIATIVE ("CZI"). OTHER THAN THE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND THE PRIMARY SCHOOL LAB, THESE ENTITIES ARE OTHERWISE UNAFFILIATED WITH AND DO NOT CONTROL THE PRIMARY SCHOOL - EAST PALO ALTO. FOR CLARIFICATION, EXCEPT AS THE PRIMARY SCHOOL - EAST PALO ALTO MAY SHARE WITH THE PRIMARY SCHOOL LAB, THE PRIMARY SCHOOL BAY AREA, AND THE PRIMARY SCHOOL, THE PRIMARY SCHOOL -EAST PALO ALTO DOES NOT SHARE STUDENT OR OTHER DATA WITH ANY OF THE DISCLOSED TAX-EXEMPT ENTITIES. SCH R, PART IV FACEBOOK, INC. MAY TECHNICALLY BE CONSIDERED A "RELATED ORGANIZATION" OF THE PRIMARY SCHOOL - EAST PALO ALTO FOR IRS FORM 990 REPORTING PURPOSES ONLY, BECAUSE OF THE RELATIONSHIP OF THE PRIMARY SCHOOL - EAST PALO ALTO'S DESIGNATOR TO AN ENTITY AFFILIATED WITH CZI THAT HOLDS STOCK IN FACEBOOK. FACEBOOK IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL THE PRIMARY SCHOOL - EAST PALO ALTO. FURTHERMORE, THE DESIGNATOR EXERCISES NO RIGHT OR POWER TO VOTE, INVEST OR DISPOSE OF THE FACEBOOK STOCK HELD BY THE CZI AFFILIATE. CZI PROVIDES PRO BONO SUPPORT TO THE PRIMARY SCHOOL - EAST PALO ALTO. FOR CLARIFICATION, NO STUDENT OR OTHER DATA IS SOLD OR SHARED WITH FACEBOOK.