2026-05-13T11:28:20-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-07-01 473334579 THE PRIMARY SCHOOL - EAST PALO ALTO PRIM 6503962779 2086 CLARKE AVE EAST PALO ALTO CA 94303 JAIME KIDD CEO & PRESIDENT 6503962779 2026-05-13 1 1 MAGGIE ELLIOTT P01790721 5032421447 2026-05-13 2024 2025-03-06 01:10:19Z JAIME KIDD 2086 CLARKE AVE EAST PALO ALTO CA 94303 13772053 0 X WWW.THEPRIMARYSCHOOL.ORG X 2015 CA INTEGRATED HEALTH AND EDUCATION MODEL SERVING CHILDREN AND FAMILIES FROM BIRTH THROUGH HIGH SCHOOL 1 0 137 2 0 0 12054280 13722954 0 0 228731 48795 3538 304 12286549 13772053 900000 0 0 0 8667742 9209156 0 0 0 4877800 5214028 14445542 14423184 -2158993 -651131 24000630 22164785 9581411 8448537 14419219 13716248 X TO FOSTER EACH CHILD'S WELL-BEING 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 11291910 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.IN APRIL 2025, THE ORGANIZATION ANNOUNCED THAT THE EAST PALO ALTO CAMPUS WILL BE CLOSING AT THE END OF THE 2025-2026 SCHOOL YEAR (JUNE 2026). THE ORGANIZATION WILL CONTINUE TO OPERATE IN A REDUCED CAPACITY AS REMAINING FUNDS AND ASSETS ARE DISPERSED IN ACCORDANCE WITH THE ORGANIZATION'S ASSET DISTRIBUTION PLAN. 11291910 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 1 1 1 0 0 0 1 12 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 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 JAIME KIDD CEO & PRESIDENT 0.50 40.50 X X 0 207255 16709 STEVEN DOW SECRETARY 4.00 8.00 X 0 0 0 ISABELLE BIBBLER PARKER TREASURER 4.25 8.50 X 0 0 0 COURTNEY GARCIA FORMER CEO & PRESIDENT 0.00 40.00 X 0 228706 2127 KIRA LEWIS CLARK EXECUTIVE DIRECTOR 40.00 X 194151 0 2500 PATRINA AARON PRINCIPAL 40.00 X 121314 0 12313 CRISTINA MATTHEWS DIRECTOR OF PARENT PROGRAM & EARLY FAMILY 40.00 X 109296 0 17009 TAJMAH MARTIN EARLY CHILDHOOD PROGRAM DIRECTOR 40.00 X 135775 0 9859 REYNA NIETO-FERNANDEZ DIRECTOR OF OPERATIONS 40.00 X 110178 0 6068 670714 435961 66585 6 0 1 0 THE EDUCATION TEAM DBA CHILDCARE CAREERS 505 N TUSTIN AVE 216 SANTA ANA CA 92705 STAFFING 262550 THE PRIMARY SCHOOL 2086 CLARKE AVE EAST PALO ALTO CA 94303 MANAGEMENT 221676 ALL-WAYS GREEN SERVICES 1563 SOLANO AVE 224 BERKELEY CA 94707 CUSTODIAL 110099 3 4102 4500000 1481352 7737500 13722954 48795 48795 0 4102 0 0 OTHER REVENUE 900099 304 304 304 13772053 0 0 49099 7621458 7074993 546465 138606 132781 5825 864566 719757 144809 584526 540093 44433 221676 221676 66300 66300 433307 415183 18124 122545 1093 121452 529190 98684 430506 2464419 1131984 1332435 15046 15036 10 876668 870687 5981 187581 71067 116514 MATERIALS AND SUPPLIES 171121 151375 19746 STAFF DEVELOPMENT 124417 69177 55240 LICENSES & FEES 1758 1758 14423184 11291910 3131274 0 938018 2288579 1697953 1045750 603061 299514 217270 165222 13905143 3075999 11619864 10829144 8924464 7536576 24000630 22164785 526199 404993 42734 146329 9012478 7897215 9581411 8448537 X 14109865 13716248 309354 0 14419219 13716248 24000630 22164785 X -651131 -51840 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6231360 6231360 7605414 3024072 4581342 68369 51927 16442 10829144 OPERATING LEASE RIGHT-OF-USE (ROU) ASSETS 7536576 7536576 OPERATING LEASE LIABILITIES 7742316 DUE TO RELATED ORGANIZATION 154899 7897215 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 A 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, 2025 AND 2024, THE ORGANIZATION HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS, TAX PENALTIES, OR INTEREST. 1 1 1 1 1 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 - EARLY EDUCATION AND SUPPORT DIVISION X X 1 0 0 0 0 0 0 0 0 COURTNEY GARCIA FORMER CEO & PRESIDENT 0 143656 0 0 0 85050 0 2127 0 0 0 230833 0 0 JAIME KIDD CEO & PRESIDENT 0 207255 0 0 0 0 0 2500 0 14209 0 223964 0 0 KIRA LEWIS CLARK EXECUTIVE DIRECTOR 194151 0 0 0 0 0 2500 0 0 0 196651 0 0 0 PART I, LINE 4A A SEVERANCE PAYMENT OF $85,050 WAS PAID TO COURTNEY GARCIA, FORMER CEO & PRESIDENT, BY A RELATED ORGANIZATION DURING THE CALENDAR YEAR ENDED 2024. FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE LLC (CZI) DESIGNATES THE SOLE DIRECTOR TO THE BOARD. 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 CEO. BAKER TILLY ADVISORY GROUP LP (BAKER TILLY), AN EXTERNAL TAX FIRM, RECEIVES THE INFORMATION AND REVIEWS AND ASSEMBLES THE 990 TAX REPORT. THE CONSULTANT AND CEO REVIEW THE DRAFT IRS FORM 990 PREPARED BY BAKER TILLY. CEO THEN DISTRIBUTES THE DRAFT TO THE BOARD TREASURER, THE EXECUTIVE DIRECTOR 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 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, A COMMITTEE THEREOF OR CZI DESIGNEE THEREOF SHALL REVIEW ANY COMPENSATION PACKAGES (INCLUDING BENEFITS) OF THE EXECUTIVE DIRECTOR, 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. FORM 990, PART XI, LINE 9: BAD DEBT WRITE OFF -51,840. 2014 #3 LLC 314 LYTTON AVE PALO ALTO CA 94301 371767104 HOLDING COMPANY DE 9967 18121944 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 1 CHAN ZUCKERBERG INITIATIVE 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 DC 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A 1 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 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 2086 CLARKE AVE EAST PALO ALTO CA 94303 371975407 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 RD MENLO PARK CA 94025 201665019 SOCIAL MEDIA DE N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 THE PRIMARY SCHOOL M 221676 COST THE PRIMARY SCHOOL C 4500000 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.