Form 990 for tax year 2023

Totals

Total revenue

$30,361,987

Total expenses

$24,704,714

Contributions and grants received

$30,250,000

Grants paid

$0

Program service revenue

$0

Investment income

$110,852

Other revenue

$1,135

Total assets, end of year

$16,503,404

Total liabilities, end of year

$1,564,077

Net assets or fund balances, end of year

$14,939,327

Program services expenses (Part IX)

$22,037,937

Management and general expenses

$2,666,777

Fundraising expenses

$0

Program service expenses (Part III)

$22,037,937

Program services were 89.2% 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.

Mission and programs · 2023

• PROGRAM SUCCESS - THE PROGRAM SUCCESS TEAM PROVIDES 1:1 COACHING AND SUPPORT TO ALL SCHOOL PARTNERS AND A SET OF DISTRICT LEADERS. THE TEAM SUPPORTS SCHOOLS WITH ONGOING PROGRESS MONITORING AND PROGRAM IMPROVEMENT BY ENGAGING IN REGULAR DATA-ANALYSIS AND GAP ACTION PLANNING. ADDITIONALLY, THE TEAM ASSESSES THE SITE-LEVEL CONDITIONS AND INSTRUCTIONAL QUALITY THAT DEMONSTRATE EXCELLENCE WITHIN THE PROGRAM.

  Expenses $9,701,579

• PROGRAM DELIVERY - THE PROGRAM DELIVERY TEAM DELIVERS A SYSTEM OF SUPPORTS THAT INCLUDES A LEARNING MANAGEMENT SYSTEM, CURRICULA, RESOURCES, AND APPLICATIONS THAT PROVIDES STUDENTS AND TEACHERS WITH THE TOOLS THEY NEED TO ENGAGE IN RIGOROUS CLASSROOM LEARNING.

  Expenses $4,294,009

• TRAINING & CONVENING - GRADIENT LEARNING HOSTS SUMMER TRAINING SESSIONS TO PREPARE SCHOOL LEADERS AND TEACHERS TO IMPLEMENT THE GRADIENT LEARNING PROGRAM. IN ADDITION, GRADIENT HOSTS FALL & SPRING CONVENINGS FOR SCHOOL LEADERS AND TEACHERS PROVIDING ONGOING SUPPORT TO OUR PARTNER SCHOOLS. APPROXIMATELY 8,000 SCHOOL LEADERS AND TEACHERS ATTEND TRAININGS AND CONVENINGS.

  Expenses $3,106,307

• MARKETING & COMMUNICATIONS - THE MARKETING & COMMUNICATIONS TEAM PROVIDES ON-THE-GROUND COMMUNICATIONS SUPPORT TO SCHOOL LEADERS ACROSS THE COUNTRY AND DEVELOPS TEMPLATE COMMUNICATIONS MATERIALS AND COORDINATED MEDIA OUTREACH.

  Expenses $2,440,725

• ALONG - ALONG IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION.

  Expenses $2,318,267

• PARTNERSHIPS & IMPACT - THE PARTNERSHIPS & IMPACT TEAM WORKS TO EXPAND GRADIENT LEARNING'S REACH BY DEVELOPING NEW SCHOOL AND DISTRICT PARTNERSHIPS, COLLABORATING WITH ORGANIZATIONS IN THE EDUCATION FIELD, AND FOSTERING DEEPER ENGAGEMENT WITH PARTNERS THROUGH MEANINGFUL COLLABORATION. THESE EFFORTS SUPPORT THE ORGANIZATION'S MISSION TO IMPROVE STUDENT OUTCOMES BY CREATING PRACTICAL, HIGH-QUALITY SOLUTIONS THAT EDUCATORS AND LEADERS CAN USE ACROSS THE EDUCATION SYSTEM.

  Expenses $177,050

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

No itemized grants to organizations 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.

• CHAN ZUCKERBERG INITIATIVE ADVOCACY

  501(C)(4) · SOCIAL WELFARE · CA · controlled entity

• CHAN ZUCKERBERG INITIATIVE FOUNDATION

  501(C)(3) · GRANTMAKING · CA · controlled entity

• CHAN ZUCKERBERG BIOHUB INC

  501(C)(3) · MEDICAL RESEARCH · CA · controlled entity

• FWDUS EDUCATION FUND INC

  501(C)(3) · EDUCATION · DE · controlled entity

• FWDUS INC

  501(C)(4) · SOCIAL WELFARE · DE · controlled entity

• THE PRIMARY SCHOOL - EAST PALO ALTO

  501(C)(3) · EDUCATION · CA · controlled entity

• THE PRIMARY SCHOOL BAY AREA

  501(C)(3) · EDUCATION · CA · controlled entity

• THE PRIMARY SCHOOL

  501(C)(3) · EDUCATION · CA · controlled entity

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.

Provenance

Return type

form_990

Tax year

2023

Filed

13 May 2025

IRS schema version

2023v6.0

Source object

202511339349309301

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