Civic Intelligence

The Burkard School

990 • Fiscal year 2017 • EIN 47-4322966

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profiletheburkardschool.org
2333 Palm AvenueSan Mateo, CA 94403

(650) 918-9945

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

1.08x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

1.77x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

100th percentile

1487%

Faster asset growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

777%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$1,062,462

No earlier filing loaded for comparison.

Net Assets

-$87,538

No earlier filing loaded for comparison.

Liabilities

$1,150,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin17th percentile

Revenue

$649,106

No earlier filing loaded for comparison.

Expenses

$736,481

No earlier filing loaded for comparison.

Net Income

-$87,375

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.0M$0-$1.0MAssets 2017: $1,062,462Liabilities 2017: $1,150,000Net Assets 2017: -$87,5382017Assets 2019: $1,079,197Liabilities 2019: $1,520,000Net Assets 2019: -$440,8032019Assets 2020: $1,129,309Liabilities 2020: $1,765,000Net Assets 2020: -$635,6912020Assets 2021: $1,008,867Liabilities 2021: $1,794,615Net Assets 2021: -$785,7482021Assets 2022: $976,930Liabilities 2022: $1,638,484Net Assets 2022: -$661,5542022Assets 2023: $1,137,160Liabilities 2023: $1,638,484Net Assets 2023: -$501,3242023Assets 2024: $1,220,070Liabilities 2024: $1,626,405Net Assets 2024: -$406,3352024Assets 2025: $1,226,462Liabilities 2025: $1,624,790Net Assets 2025: -$398,3282025

Highlighted filing

2017

Assets$1,062,462
Liabilities$1,150,000
Net Assets-$87,538
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $649,106Expenses 2017: $736,481Net Income 2017: -$87,3752017Revenue 2019: $1,569,535Expenses 2019: $1,411,894Net Income 2019: $157,6412019Revenue 2020: $1,490,868Expenses 2020: $1,685,756Net Income 2020: -$194,8882020Revenue 2021: $1,550,770Expenses 2021: $1,700,827Net Income 2021: -$150,0572021Revenue 2022: $1,932,962Expenses 2022: $1,808,725Net Income 2022: $124,2372022Revenue 2023: $2,045,682Expenses 2023: $1,883,587Net Income 2023: $162,0952023Revenue 2024: $1,998,565Expenses 2024: $1,903,576Net Income 2024: $94,9892024Revenue 2025: $1,950,196Expenses 2025: $1,942,189Net Income 2025: $8,0072025

Highlighted filing

2017

Revenue$649,106
Expenses$736,481
Net Income-$87,375
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$649,106
Mission and Program Overview

Mission

The Burkard School provides a specialized education for children who need extra support with social-emotional learning, self-regulation, and executive functioning.

The Burkard School provides a specialized education for children who need extra support with social-emotional learning, executive functioning, and behavior management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$260,000$1,150,000▲ $890,000
Intangible Assets$40,829$903,226▲ $862,397
Cash and Non-Interest-Bearing Accounts$16,477$133,459▲ $116,982
Land, Buildings, and Equipment, Net$9,645$25,777▲ $16,132
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-193,049$-87,538▲ $105,511
Total Assets$66,951$1,062,462▲ $995,511
Liabilities
Total Liabilities$260,000$1,150,000▲ $890,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$-193,049$-87,538▲ $105,511
Total Liabilities and Net Assets / Fund Balance$66,951$1,062,462▲ $995,511

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,777$40,799$66,576
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Agapi BurkardDirector
Bruce BurkardDirector
Megan WintersDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$415,635
Program Service Revenue
$225,471
Investment Income
$0
Other Revenue
$8,000
All Other Contributions
$415,635
Change in Net Assets
$-87,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$390,965
Salaries, Compensation, and Employee Benefits$345,516
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$321,912-$321,912
Occupancy-$176,927-$176,927
Depreciation Depletion-$92,664-$92,664
Other Employee Benefits-$23,604-$23,604
Fees for Services Other-$20,895-$20,895
Fees for Services Legal-$17,979-$17,979
Advertising-$12,389-$12,389
Insurance-$10,239-$10,239
Fees for Services Management-$7,860-$7,860
Fees for Services Accounting-$6,300-$6,300
Other Expenses-$3,942-$3,942
All Other Expenses-$2,743-$2,743
Total Functional Expenses$0$736,481$0$736,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dane BurkardChild of IncorporatorsPublished TuitionNo$20,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$260,000$1,150,000▲ $890,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Two of the officers, Agapi Burkard and Bruce Burkard, are married.”

Form 990, Part VI, Section B, line 11B

“All documents pertaining to organization governance and management are available upon request”

Form 990, Part VI, Section B, line 12C

“The Burkard School's conflict of interest policy is included in the school's Employee Handbook. Employee interests and activities that could give rise to a conflict of interest are monitored by the school's Director.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Burkard School
EIN
47-4322966
Phone
6509189945
Address
2333 PALM AVENUE, SAN MATEO, CA 94403

Signing Officer

Name
Agapi Burkard
Title
Director
Phone
4157221166
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Agapi Burkard
Formed
2014
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
8
Volunteers
0

Preparer

Firm
Lefkowitz & Company Llp
Address
220 Montgomery Street, San Francisco, CA 94104-3434
Preparer
David Lefkowitz
Phone
4157888858
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Contributions 192,886.”

Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two of the officers, Agapi Burkard and Bruce Burkard, are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All documents pertaining to organization governance and management are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Burkard School's conflict of interest policy is included in the school's Employee Handbook. Employee interests and activities that could give rise to a conflict of interest are monitored by the school's Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, conflict of interest policy and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contributions 192,886.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
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IRS990/TotalAssetsBOYAmt066951
IRS990/TotalAssetsEOYAmt01062462
IRS990/TotalAssetsGrp/BOYAmt066951
IRS990/TotalAssetsGrp/EOYAmt01062462
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0415635
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0736481
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0736481
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0260000
IRS990/TotalLiabilitiesEOYAmt01150000
IRS990/TotalLiabilitiesGrp/BOYAmt0260000
IRS990/TotalLiabilitiesGrp/EOYAmt01150000
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-87538
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0736481
IRS990/TotalProgramServiceRevenueAmt0225471
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0233471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0649106
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066951
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01062462
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SAN MATEO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094403
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0theburkardschool.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Agapi Burkard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04157221166
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Burkard School
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0474322966
ReturnHeader/Filer/PhoneNum06509189945
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ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.75.82
ReturnHeader/FilingSecurityInformation/IPDt02018-04-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:52:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261657359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEFKOWITZ & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Montgomery Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941043434
ReturnHeader/PreparerPersonGrp/PhoneNum04157888858
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Lefkowitz
ReturnHeader/ReturnTs02018-04-09T18:52:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,062,462
Liabilities
$1,150,000
Net assets
-$87,538
Revenue
$649,106
Expenses
$736,481
Net income
-$87,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$1.62$0.40$1.95$1.94$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.63$0.41$2.00$1.90$0.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.64$0.50$2.05$1.88$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$1.64$0.66$1.93$1.81$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.79$0.79$1.55$1.70$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.77$0.64$1.49$1.69$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$1.52$0.44$1.57$1.41$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.15$0.09$0.65$0.74$0.09