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← PRIMARY SCHOOL

Form 990 for tax year 2023

Filed by PRIMARY SCHOOL.

Totals

Total revenue
$16,469,726
Total expenses
$16,540,889
Contributions and grants received
$16,066,830
Grants paid
$10,940,000
Program service revenue
$402,896
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,495,552
Total liabilities, end of year
$477,200
Net assets or fund balances, end of year
$1,018,352
Program services expenses (Part IX)
$13,419,755
Management and general expenses
$2,584,951
Fundraising expenses
$536,183
Program service expenses (Part III)
$13,419,755

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,835,000

  • 1f · All other contributions, gifts and grants

    $14,231,830

  • 2a · Program service revenue: MANAGEMENT FEE

    total $402,896 · related or exempt $402,896

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,940,000 · program services $10,940,000

  • 5 · Compensation of officers, directors and key employees

    total $739,148 · program services $332,383 · management and general $235,689 · fundraising $171,076

  • 7 · Other salaries and wages

    total $2,687,643 · program services $1,416,013 · management and general $1,065,341 · fundraising $206,289

  • 8 · Pension plan contributions

    total $62,435 · program services $35,764 · management and general $19,466 · fundraising $7,205

  • 9 · Other employee benefits

    total $326,348 · program services $172,308 · management and general $113,758 · fundraising $40,282

  • 10 · Payroll taxes

    total $267,714 · program services $140,475 · management and general $100,578 · fundraising $26,661

  • 11b · Fees: legal

    total $10,210 · management and general $10,210

  • 11c · Fees: accounting

    total $40,784 · management and general $40,784

  • 11g · Fees: other

    total $284,075 · program services $157,933 · management and general $75,835 · fundraising $50,307

  • 13 · Office expenses

    total $61,545 · program services $674 · management and general $59,933 · fundraising $938

  • 14 · Information technology

    total $726,459 · program services $84,566 · management and general $627,134 · fundraising $14,759

  • 16 · Occupancy

    total $190,587 · program services $88,888 · management and general $86,365 · fundraising $15,334

  • 17 · Travel

    total $9,328 · program services $8,264 · management and general $1,064

  • 19 · Conferences, conventions and meetings

    total $7,030 · program services $5,718 · management and general $103 · fundraising $1,209

  • 22 · Depreciation, depletion and amortization

    total $19,509 · management and general $19,509

  • 23 · Insurance

    total $39,211 · management and general $39,211

  • 24a · Other expenses: STAFF RECRUITMENT

    total $56,811 · management and general $56,811

  • 24b · Other expenses: MATERIAL AND SUPPLIES

    total $39,360 · program services $34,411 · management and general $2,984 · fundraising $1,965

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $32,692 · program services $2,358 · management and general $30,176 · fundraising $158

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,387,650 · end of year $507,347

  • 4 · Accounts receivable

    beginning of year $10,000 · end of year $600,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $162,564 · end of year $75,075

  • 10a · Land, buildings and equipment: cost or other basis

    $135,313

  • 10b · Land, buildings and equipment: accumulated depreciation

    $34,327

  • 10c · Land, buildings and equipment, net

    beginning of year $39,827 · end of year $100,986

  • 15 · Other assets

    beginning of year $448,744 · end of year $212,144

  • 17 · Accounts payable and accrued expenses

    beginning of year $942,235 · end of year $477,200

  • 19 · Deferred revenue

    beginning of year $13,863 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,172 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,050,915 · end of year $365,646

  • 28 · Net assets with donor restrictions

    beginning of year $38,600 · end of year $652,706

Mission and programs · 2023

Mission

IMPROVE EDUCATION, HEALTH, AND FAMILY SUPPORT SERVICES THROUGHOUT THE UNITED STATES.

  • 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.

    Expenses $13,419,755 · Grants $10,940,000 · Revenue $402,896

As filed on the 2023 return.

Listed in Part VII

  • Courtney Garcia

    CEO & PRESIDENT UNTIL JUN 14, 2024

    Total calculated
    $225,533
    From this org
    $213,133
    From related orgs
    $0
    Other
    $12,400
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $213,133
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $9,900
    Filer's total
    $225,533

  • Lindsey Luebchow

    VP POLICY & GROWTH

    Total calculated
    $207,923
    From this org
    $205,120
    From related orgs
    $0
    Other
    $2,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,120
    Bonus
    $0
    Other
    $0
    Deferred
    $2,803
    Nontaxable benefits
    $0
    Filer's total
    $207,923

  • Jerome Intia

    VP OF EXTERNAL RELATIONS

    Total calculated
    $191,944
    From this org
    $164,647
    From related orgs
    $0
    Other
    $27,297
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,647
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $24,797
    Filer's total
    $191,944

  • Deepak Kumar

    VP OF FINANCE AND OPERATIONS

    Total calculated
    $184,816
    From this org
    $170,319
    From related orgs
    $0
    Other
    $14,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,319
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $11,997
    Filer's total
    $184,816

  • Valentina Helo-Villegas

    DIRECTOR OF 2-GEN PROGRAMMING

    Total calculated
    $178,486
    From this org
    $169,210
    From related orgs
    $0
    Other
    $9,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,210
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $6,776
    Filer's total
    $178,486

  • Kira Lewis Clark Director

    OF PEOPLE, CULTURE AND LEARNING

    Total calculated
    $169,088
    From this org
    $23,022
    From related orgs
    $143,566
    Other
    $2,500
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $23,022 + $143,566 related
    Bonus
    $0
    Other
    $0
    Deferred
    $345 + $2,155 related
    Nontaxable benefits
    $0
    Filer's total
    $23,367 + $145,721 related

  • Katherine Carter

    CENTRAL DIRECTOR OF SCHOOL PROGRAM

    Total calculated
    $167,547
    From this org
    $154,934
    From related orgs
    $0
    Other
    $12,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,934
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $10,113
    Filer's total
    $167,547

  • McHale Newport-Berra

    VP OF LEARNING & INNOVATION

    Total calculated
    $152,809
    From this org
    $140,829
    From related orgs
    $0
    Other
    $11,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,829
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $9,480
    Filer's total
    $152,809

  • Jaime Kidd

    INTERIM CEO & PRESIDENT

    Total calculated
    $80,054
    From this org
    $70,086
    From related orgs
    $0
    Other
    $9,968
    Hours/week
    40 + 1 related

  • Jean-Claude Brizard

    CHAIR

    Total calculated
    $0
    Hours/week
    4.75 + 9.5 related

  • Steven Dow

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 8 related

  • Isabelle Bibbler Parker

    TREASURER

    Total calculated
    $0
    Hours/week
    4.25 + 8.5 related

  • Moses Herrera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cristina Huezo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4.5

  • Brooke Koka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4.5

  • Dr Lucy Phuong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • META PLATFORMS INC

    C · SOCIAL MEDIA · DE · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202531299349302748

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