2024-05-15T20:40:17-05:00 2023-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-07-01 844481558 THE PRIMARY SCHOOL BAY AREA PRIM 6195153293 750 FARGO AVE 404 SAN LEANDRO CA 94579 COURTNEY GARCIA CEO 6195153293 2024-05-14 1 COURTNEY GARCIA 999009999 1 WENDY CAMPOS P00448102 5032421447 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COURTNEY GARCIA 750 FARGO AVE 404 SAN LEANDRO CA 94579 2836275 0 X WWW.THEPRIMARYSCHOOL.ORG X 2019 CA INTEGRATED HEALTH AND EDUCATION MODEL SERVING CHILDREN AND FAMILIES FROM BIRTH THROUGH HIGH SCHOOL 4 4 25 6 0 0 7563370 2836275 0 0 0 0 0 0 7563370 2836275 0 0 0 0 1003278 1707314 0 0 0 344591 449136 1347869 2156450 6215501 679825 6517774 5178239 302273 3762574 6215501 1415665 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 1223738 SEE SCHEDULE OTHE PRIMARY SCHOOL BAY AREA 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 MULTIDISCIPLINARY TEAM AND HOLISTIC SYSTEM OF CARE AROUND A CHILD'S FULL NEEDS. 1223738 1 1 0 0 0 0 0 0 0 0 0 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 0 1 1 1 0 0 1 5 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEEPAK KUMAR 6503760272 750 FARGO AVE SUITE 404 SAN LEANDRO CA 94579 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 0.50 40.50 X 0 247500 11417 NATASHA HALL-SEVILLA EXECUTIVE DIRECTOR 40.00 X 116243 0 10797 MIA LOPEZ DIRECTOR OF OPERATIONS, COMPLIANCE, ENROLLMENT 40.00 X 111041 0 11755 ASHLEY PLETZ EXECUTIVE DIRECTOR UNTIL JUL 2022 40.00 X 97913 0 2984 JEAN-CLAUDE BRIZARD CHAIR 4.75 9.50 X X 0 0 0 CRISTINA HUEZO CHAIR, PRESIDENT UNTIL JAN 2023 1.00 4.50 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 ANA APODACA DIRECTOR UNTIL JAN 2023 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR UNTIL JAN 2023 1.00 4.75 X 0 0 0 MOSES HERRERA DIRECTOR 1.00 2.00 X 0 0 0 RENEE S HERZFELD DIRECTOR UNTIL JAN 2023 1.00 X 0 0 0 DR LUCY PHOUNG DIRECTOR UNTIL JAN 2023 1.00 5.00 X 0 0 0 325197 247500 36953 2 0 1 0 0 1240000 746275 850000 2836275 2836275 0 0 0 157714 157714 1257521 847394 410127 27015 16354 10661 155323 90927 64396 109741 65628 44113 49440 49440 51713 51713 72704 72544 160 19871 2393 17478 40254 20041 20213 126888 68200 58688 361 332 29 12584 12584 PROGRAM MATERIALS 39485 28934 10551 REPAIRS & MAINTENANCE 14368 1566 12802 STAFF DEVELOPMENT 12012 4738 7274 COMMUNITY EVENTS 8588 4294 4294 868 393 475 2156450 1223738 932712 0 4354005 1214880 0 336162 20067 66248 2143702 3560949 6517774 5178239 302273 3487446 0 75650 0 199478 302273 3762574 X 2879542 1272716 3335959 142949 6215501 1415665 6517774 5178239 X 679825 -5479661 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE RIGHT-OF-USE (ROU) ASSETS 135670 DUE FROM AFFILIATE 3425279 3560949 DUE TO RELATED ORGANIZATION 199478 199478 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 YEAR ENDED JUNE 30, 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 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. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: THE ORGANIZATION RECEIVED FUNDING FROM THE FOLLOWING GOVERNMENTAL AGENCIES: CALIFORNIA STATE PRESCHOOL PROGRAM X X 0 0 0 0 0 0 0 0 0 COURTNEY GARCIA CHIEF EXECUTIVE OFFICER 0 225000 0 22500 0 0 0 2500 0 8917 0 258917 0 0 FORM 990, PART VI, SECTION A, LINE 4 AMENDED & RESTATED BYLAWS ADOPTED DECEMBER 12, 2022 REFLECT CHANGES TO: ARTICLE VI - CHAN ZUCKERBERG INITIATIVE, LLC ("CZI DESIGNATOR") IS THE DESIGNATOR FOR THE CORPORATION; AND ARTICLE VII - THE BOARD WILL BE COMPRISED OF ONE (1) DIRECTOR DESIGNATED BY THE CZI DESIGNATOR FOR A TERM OF TWO (2) YEARS. FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES THE 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 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 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 ORGANIZATION, 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 ORGANIZATION, 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 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 ORGANIZATION. 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: DISCONTINUED SITE DEVELOPMENT COSTS -5,479,661. 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 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 352655251 EDUCATION CA 501(C)(3) LINE 7 N/A 1 THE PRIMARY SCHOOL 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE AVENUE EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL LAB 2086 CLARKE AVE EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A 1 META PLATFORMS INC 1601 WILLOW ROAD 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 CHAN ZUCKERBERG INITIATIVE FOUNDATION C 1240000 BOOK VALUE SCH R, PART II: OTHER THAN THE RELATIONSHIP BETWEEN THE FILING ORGANIZATION AND THE PRIMARY SCHOOL EAST PALO ALTO, THE PRIMARY SCHOOL LAB, AND THE PRIMARY SCHOOL ("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.