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Nonprofiteer
← THE PRIMARY SCHOOL-EAST PALO ALTO

Form 990 for tax year 2022

Filed by THE PRIMARY SCHOOL-EAST PALO ALTO.

Totals

Total revenue
$10,414,285
Total expenses
$12,404,067
Contributions and grants received
$10,081,941
Grants paid
$0
Program service revenue
$0
Investment income
$196,345
Other revenue
$135,999
Total assets, end of year
$30,203,826
Total liabilities, end of year
$13,625,614
Net assets or fund balances, end of year
$16,578,212
Program services expenses (Part IX)
$8,568,181
Management and general expenses
$3,835,886
Fundraising expenses
$0
Program service expenses (Part III)
$8,568,181

Program services were 69.1% 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

    $8,740,000

  • 1e · Government grants (contributions)

    $890,859

  • 1f · All other contributions, gifts and grants

    $451,082

  • 1g · Noncash contributions included above

    $18,956

  • 3 · Investment income

    total $196,661 · excluded $196,661

  • 7b · Less cost or other basis and sales expenses

    securities $316

  • 7c · Gain or loss

    securities -$316

  • 7d · Net gain or loss

    total -$316 · excluded -$316

  • 11a · Other revenue: OTHER REVENUE

    total $127,342 · excluded $127,342

  • 11b · Other revenue: STUDENT FEES

    total $8,657 · excluded $8,657

  • 11e · Other revenue, total

    $135,999

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $97,922 · management and general $97,922

  • 7 · Other salaries and wages

    total $6,664,297 · program services $4,567,895 · management and general $2,096,402

  • 8 · Pension plan contributions

    total $138,442 · program services $94,537 · management and general $43,905

  • 9 · Other employee benefits

    total $710,606 · program services $484,157 · management and general $226,449

  • 10 · Payroll taxes

    total $501,629 · program services $342,373 · management and general $159,256

  • 11a · Fees: management

    total $235,870 · management and general $235,870

  • 11b · Fees: legal

    total $1,625 · management and general $1,625

  • 11c · Fees: accounting

    total $85,838 · management and general $85,838

  • 11g · Fees: other

    total $300,294 · program services $292,052 · management and general $8,242

  • 13 · Office expenses

    total $72,093 · program services $25,416 · management and general $46,677

  • 14 · Information technology

    total $219,265 · program services $104,068 · management and general $115,197

  • 16 · Occupancy

    total $1,971,612 · program services $1,614,588 · management and general $357,024

  • 17 · Travel

    total $7,463 · program services $6,858 · management and general $605

  • 19 · Conferences, conventions and meetings

    total $32,857 · program services $19,182 · management and general $13,675

  • 22 · Depreciation, depletion and amortization

    total $814,508 · program services $746,764 · management and general $67,744

  • 23 · Insurance

    total $81,198 · management and general $81,198

  • 24a · Other expenses: MATERIAL AND SUPPLIES

    total $226,015 · program services $181,512 · management and general $44,503

  • 24b · Other expenses: STAFF TRAINING

    total $80,300 · program services $41,520 · management and general $38,780

  • 24c · Other expenses: STUDENT MEALS

    total $28,491 · program services $23,201 · management and general $5,290

  • 24d · Other expenses: LAUNDRY & CLEANING

    total $1,550 · program services $245 · management and general $1,305

  • 24e · All other expenses

    total $132,192 · program services $23,813 · management and general $108,379

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,729,761 · end of year $1,420,454

  • 2 · Savings and temporary cash investments

    beginning of year $3,112,720 · end of year $6,783,261

  • 4 · Accounts receivable

    beginning of year $716,434 · end of year $308,369

  • 9 · Prepaid expenses and deferred charges

    beginning of year $188,678 · end of year $342,506

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

    $13,388,102

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

    $1,348,890

  • 10c · Land, buildings and equipment, net

    beginning of year $12,624,272 · end of year $12,039,212

  • 15 · Other assets

    beginning of year $77,089 · end of year $9,310,024

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,596,937 · end of year $621,612

  • 19 · Deferred revenue

    beginning of year $284,023 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $13,004,002

  • 27 · Net assets without donor restrictions

    beginning of year $14,207,437 · end of year $14,181,465

  • 28 · Net assets with donor restrictions

    beginning of year $4,360,557 · end of year $2,396,747

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

INTEGRATED HEALTH AND EDUCATION MODEL SERVING CHILDREN AND FAMILIES FROM BIRTH THROUGH HIGH SCHOOL

  • 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.

    Expenses $7,952,964

  • THE PRIMARY SCHOOL - EAST PALO ALTO SERVED AS THE FISCAL SPONSOR FOR A CALIFORNIA STATE PRESCHOOL PROGRAM (CSPP) CONTRACT FOR THE PRIMARY SCHOOL BAY AREA, A SISTER ORGANIZATION LOCATED IN SAN LEANDRO, CA.

    Expenses $615,217

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jean Claude Brizard

    CHAIR

    Total calculated
    $0
    Hours/week
    4.75 + 9.5 related

  • Dr Priscilla Chan

    CHAIR, PRESIDENT UNTIL JAN 2023

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Steven Dow

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 8 related

  • Jessica Lessin

    SECRETARY UNTIL JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Isabelle Bibbler Parker

    TREASURER

    Total calculated
    $0
    Hours/week
    4.25 + 8.5 related

  • Rosalinda Fesili

    DIRECTOR UNTIL JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Moses Herrera

    DIRECTOR UNTIL JAN 2023

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Cristina Huezo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4.5 + 5.5 related

  • Nora Razon

    DIRECTOR UNTIL JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Courtney Garcia

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $258,917
    From this org
    $0
    From related orgs
    $247,500
    Other
    $11,417
    Hours/week
    0.5 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,000 related
    Bonus
    $0 + $22,500 related
    Other
    $0
    Deferred
    $0 + $2,500 related
    Nontaxable benefits
    $0 + $8,917 related
    Filer's total
    $0 + $258,917 related

  • Ann Levy Walden

    EXECUTIVE DIRECTOR UNTIL FEB 2023

    Total calculated
    $191,748
    From this org
    $181,659
    From related orgs
    $0
    Other
    $10,089
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,287
    Bonus
    $0
    Other
    $14,372
    Deferred
    $2,500
    Nontaxable benefits
    $7,589
    Filer's total
    $191,748

  • Kira Lewis Clark

    EXECUTIVE DIRECTOR

    Total calculated
    $129,067
    From this org
    $116,581
    From related orgs
    $0
    Other
    $12,486
    Hours/week
    0 + 40 related

  • Kyndal Easter

    DEAN OF CULTURE

    Total calculated
    $151,455
    From this org
    $135,665
    From related orgs
    $0
    Other
    $15,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,665
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $13,290
    Filer's total
    $151,455

  • Melissa Woolley

    SPECIAL EDUCATION MANAGER

    Total calculated
    $143,716
    From this org
    $108,487
    From related orgs
    $0
    Other
    $35,229
    Hours/week
    40

  • Cristina Matthews Director

    OF PARENT PROGRAM & BIRTH TO THREE

    Total calculated
    $120,726
    From this org
    $105,961
    From related orgs
    $0
    Other
    $14,765
    Hours/week
    40

  • Nathalie Carvajal

    DIRECTOR OF OPERATIONS & INTEGRATION

    Total calculated
    $115,417
    From this org
    $103,125
    From related orgs
    $0
    Other
    $12,292
    Hours/week
    40

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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 2014 #3 LLC

    HOLDING COMPANY · DE · income $154,974 · assets $13,967,371

    Directly controlled by THE PRIMARY SCHOOL - EAST PALO ALTO

  • RAVENSWOOD 2015 LLC

    HOLDING COMPANY · DE · income $0 · assets $0

    Directly controlled by THE PRIMARY SCHOOL - EAST PALO ALTO

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411369349318916

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