2017-05-15T12:46:20-05:00 2016-06-30 910189318 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2015-07-01 473334579 THE PRIMARY SCHOOL PRIM 6508047100 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 TOM VAN LOBEN SELS TREASURER / SECRETARY 6508047100 2017-05-12 1 WENDY CAMPOS P00448102 5416861040 2017-05-12 2015 2021-01-29 14:40:06Z DR PRISCILLA CHAN MD 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 7204946 0 X WWW.THEPRIMARYSCHOOL.ORG X 2015 CA 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, MEDICAL AND MENTAL HEALTH PROVIDERS. 3 3 0 3 0 0 0 7204240 0 0 0 706 0 0 0 7204946 0 0 0 0 0 748278 0 0 0 0 559559 0 1307837 0 5897109 0 6126643 0 229534 0 5897109 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, MEDICAL AND MENTAL HEALTH PROVIDERS. 0 0 747226 THE PRIMARY SCHOOL (TPS) IS A NEW NON-PROFIT ORGANIZATION DEDICATED TO DRAMATICALLY IMPROVING HEALTH AND EDUCATIONAL OUTCOMES FOR CHILDREN. FUELED BY THE BELIEF THAT THE CURRENT MODEL OF SCHOOL IS TOO LIMITED TO CLOSE THE ACHIEVEMENT GAP FOR OUR NATION'S MOST AT RISK CHILDREN, TPS IS DESIGNING A NEW MODEL OF PRIMARY EDUCATION AND PRIMARY CARE WHICH BRAIDS TOGETHER EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES STARTING AT BIRTH. WE PAIR HIGH EXPECTATIONS AND JOY, IN A POWERFUL COMMUNITY OF SUPPORTS TO CARE FOR THE WHOLE CHILD. WE PARTNER WITH A PROGRESSIVE HEALTH CENTER THAT AIMS TO REDEFINE THE BOUNDARIES OF PRIMARY HEALTH CARE. WITH THIS INNOVATIVE NEW MODEL, WE AIM TO EXPAND THE TRADITIONAL DEFINITION OF "SCHOOL" IN ORDER TO PREPARE ALL CHILDREN TO SUCCEED IN COLLEGE, CAREER, AND LIFE.THE PRIMARY SCHOOL APPROACH HAS THREE DEFINING CHARACTERISTICS:PROVIDE INTEGRATED AND COMPREHENSIVE SERVICES: WE PARTNER WITH AN EXISTING HEALTH CARE ORGANIZATION TO ADDRESS THE NEEDS OF THE WHOLE CHILD. EDUCATORS, PARENT COACHES AND HEALTHCARE PROFESSIONALS COME TOGETHER AS A TEAM TO PROVIDE INTEGRATED ACADEMIC AND HEALTH (PHYSICAL, MENTAL, AND SOCIO-EMOTIONAL) SERVICES TO STUDENTS AND FAMILIES.START EARLY: WE ADMIT STUDENTS AT OR BEFORE BIRTH, AND WILL PROVIDE PARENT-DRIVEN, EARLY CHILDHOOD SUPPORTS ALONGSIDE MEDICAL CARE DURING THE CRITICAL YEARS OF CHILD DEVELOPMENT, ENSURING THAT STUDENTS ARE READY FOR SCHOOL AT AGE 3. OUR INFANT-TODDLER PROGRAM CONSISTS OF REGULAR PARENT-CHILD PLAYGROUPS TO SUPPORT THE GOALS OF ATTACHMENT, LANGUAGE DEVELOPMENT, AND RESILIENCE.OFFER TWO-GENERATION SUPPORTS: WE PUT FAMILIES AT THE CENTER OF THIS WORK AND FOCUS ON BUILDING PARENT CAPACITY TO SUPPORT THE HEALTH AND EDUCATION OF THEIR CHILDREN. FAMILIES RECEIVE SERVICES, INCLUDING PRIMARY CARE, PARENTING COACHING AND CONNECTION TO OTHER SOCIAL SERVICES, TO HELP THEM BETTER SUPPORT THEIR CHILDREN AND BECOME HEALTHIER THEMSELVES.WE OPENED OUR FIRST SITE IN EAST PALO ALTO IN 2016 AND WILL SERVE 300 CHILDREN AND THEIR FAMILIES (AGE 0 TO 5) BY SPRING OF 2017.IN ADDITION TO OUR CORE FOCUS ON DIRECTLY SERVING CHILDREN AND FAMILIES, TPS IS COMMITTED TO DESIGNING A MODEL THAT IS REPLICABLE IN OTHER COMMUNITIES AND REDEFINES WHAT IS POSSIBLE FOR OUR HIGHEST NEED CHILDREN AND FAMILIES. WE ARE INVESTING IN DESIGN, RESEARCH, EVALUATION, AND DISSEMINATION THAT WILL ALLOW US TO REPLICATE OUR MODEL AND TRANSFER OUR LEARNINGS TO OTHERS. 747226 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 12 0 1 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 CA X APERCEN PARTNERS LLC 6508047100 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 DR PRISCILLA CHAN DIRECTOR / CEO 3.00 X X 0 0 0 NAOMI GLEIT DIRECTOR 0.50 X 0 0 0 DIANE TAVENNER DIRECTOR 0.50 X 0 0 0 MEREDITH LIU PRESIDENT / COO 40.00 X 66201 0 0 TOM VAN LOBEN SELS TREASURER / SECRETARY 0.50 X 0 0 0 66201 0 0 0 0 0 0 GREEN VALLEY CORPORATION 777 N 1ST STREET LBBY SAN JOSE CA 95112 BUILDING 600000 JENNIFER VON DER AHE 18130 CONSTITUTION AVE LOS GATOS CA 95030 CONSULTING 228600 STUDIO BONDY ACHITECTURE 110 LINDEN ST OAKLAND CA 94607 BUILDING 207519 VANCE BROWN INC 3197 PARK BLVD PALO ALTO CA 94306 LEASEHOLD IMPROVEMENTS 113505 4 7204240 7204240 706 706 7204946 0 0 706 X 162454 162454 498750 275513 223237 28239 16647 11592 58835 27547 31288 169 169 25040 25040 225723 223605 2118 13202 13202 15561 28 15533 20598 10299 10299 48785 41931 6854 21088 21088 26777 26777 2879 2879 ADMINISTRATIVE SUPPLIES 72491 15651 56840 CLASSROOM SUPPLIES 63848 63848 PAYROLL PROCESSING FEES 7789 3278 4511 RECRUITING 3761 3761 11848 4051 7797 1307837 747226 560611 0 0 372730 0 304543 0 36902 5412468 0 0 5412468 0 6126643 0 229534 0 229534 X 0 5897109 0 5897109 0 6126643 5897109 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3805000 3805000 113505 113505 1493963 1493963 5412468 X PART X, LINE 2: THE ORGANIZATION, A CALIFORNIA NOTFORPROFIT 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 LLC'S ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2016. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION CONFIRMS THAT IT WILL COMPLY WITH THE REQUIREMENTS UNDER REVENUE PROCEDURE 75-50 TO PUBLISH ITS NONDISCRIMINATORY POLICY PRIOR TO EDUCATIONAL SERVICES BEING PROVIDED AND STUDENTS RECRUITED. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION WILL MAINTAIN RECORDS SUFFICIENT TO DEMONSTRATE COMPLIANCE WITH SUCH REQUIREMENT. APERCEN PARTNERS LLC TOM VAN LOBEN SELS, TREASURER/SECRETARY, OWNS MORE THAN 35% OF APERCEN 24000 PROFESSIONAL SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS 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 SHE 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 INTERESTS OF THE CORPORATION, THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR A MAJORITY OF THE DISINTERESTED DIRECTORS SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; B. AFTER EXERCISING REASONABLE DUE DILIGENCE, THE DISINTERESTED DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; AND C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTERESTS AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION 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 CORPORATION, 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 TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS (OR A BOARD COMMITTEE) SHALL REVIEW ANY COMPENSATION PACKAGES (INCLUDING ALL BENEFITS) OF THE CHAIR OF THE BOARD, THE PRESIDENT, OR THE CHIEF EXECUTIVE OFFICER AND THE TREASURER OR 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. THIS WAS LAST COMPLETED IN 2015. 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 IF LEGALLY REQUIRED. FORM 990, PART IX, LINE 11G PROFESSIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 200,718. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,718. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 22,887. MANAGEMENT AND GENERAL EXPENSES 910. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,797. PROFESSIONAL ADMINISTRATIVE SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,208. 2014 #3 LLC 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 371767104 HOLDING COMPANY DE 129739 5301604 THE PRIMARY SCHOOL RAVENSWOOD 2015 LLC 314 LYTTON AVENUE SUITE 200 PALO ALTO CA 94301 364807788 HOLDING COMPANY DE 0 THE PRIMARY SCHOOL