Civic Intelligence

The Burkard School

990 • Fiscal year 2019 • EIN 47-4322966

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 08, 2021

Organization Profilewww.theburkardschool.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

96th percentile

1.41x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.97x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.1%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$1,079,197

Up $16,735 (+1.6%) from 2017

Net Assets

Down

-$440,803

Down $353,265 (-404%) from 2017

Liabilities

Up

$1,520,000

Up $370,000 (+32%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin65th percentile

Revenue

Up

$1,569,535

Up $920,429 (+142%) from 2017

Expenses

Up

$1,411,894

Up $675,413 (+92%) from 2017

Net Income

Up

$157,641

Up $245,016 (+280%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2019

Assets$1,079,197
Liabilities$1,520,000
Net Assets-$440,803
Open 2019 Filing

Operations Trend

Revenue Growth48th 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

2019

Revenue$1,569,535
Expenses$1,411,894
Net Income$157,641
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 8, 2021
Return Version
2018v3.1
Gross Receipts
$1,569,535
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$1,480,000$1,520,000▲ $40,000
Land, Buildings, and Equipment, Net$803,809$799,780▼ $4,029
Cash and Non-Interest-Bearing Accounts$77,747$279,417▲ $201,670
Rtn Earn Endowment Incm Other Fnds$-598,444$-440,803▲ $157,641
Total Assets$881,556$1,079,197▲ $197,641
Liabilities
Total Liabilities$1,480,000$1,520,000▲ $40,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$-598,444$-440,803▲ $157,641
Total Liabilities and Net Assets / Fund Balance$881,556$1,079,197▲ $197,641

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$60,579$137,524-
Leasehold Improvements$739,201$1,035,748-
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Agapi BurkardChair of The Board
Bruce BurkardDirector
Megan WintersDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$706,695
Program Service Revenue
$862,840
Investment Income
$0
Other Revenue
$0
All Other Contributions
$706,695
Change in Net Assets
$157,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$779,466
Other Expenses$630,677
Grants and Similar Amounts Paid$1,751
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$716,751-$716,751
Occupancy-$210,623-$210,623
Depreciation Depletion-$151,547-$151,547
Insurance-$86,293-$86,293
Payroll Taxes-$59,933-$59,933
Fees for Services Other-$59,362-$59,362
Travel-$21,492-$21,492
Advertising-$13,649-$13,649
All Other Expenses-$8,043-$8,043
Information Technology-$7,839-$7,839
Office Expenses-$7,100-$7,100
Fees for Services Accounting-$2,937-$2,937
Pension Plan Contributions-$2,782-$2,782
Fees for Services Management-$2,333-$2,333
Grants to Domestic Individuals$1,751--$1,751
Conferences and Meetings-$1,574-$1,574
Interest-$95-$95
Other Expenses$5,005$-352-$-352
Total Functional Expenses$46,570$1,365,324$0$1,411,894
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
Agapi BurkardChair of The BoardLoan from OfficerNo$40,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,480,000$1,520,000▲ $40,000
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
No
Business relationship with organization members
Yes
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

Officer directors etc family relationship Part VI line 2

“Bruce & Agapi Burkard are husband and wife related through marriage.”

Form 990 governing body review Part VI line 11

“Form 990 is made available for review by the governing body prior to filing. A final copy is sent to the governing body once filed.”

Conflict of interest policy compliance Part VI line 12C

“The Burkard Schools conflict of interest policy is included in the schools employee handbook. Employee interests and activities that could give rise to a conflict of interest are monitored by the schools director.”

Governing documents etc available to public Part VI line 19

“All documents pertaining to organization governance and management are available upon request. Governing documents, conflict of interst policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Burkard School
EIN
47-4322966
Address
2333 Palm Avenue, San Mateo, CA 94403

Signing Officer

Name
Agapi Burkard
Title
Chair of The Bo
Phone
6509189945
Signed
2021-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Agapi Burkard
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
26

Preparer

Firm
Massey and Company CPA
Address
PO Box 421396, Atlanta, GA 30342
Preparer
Gary A Massey
Phone
6782355460
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bruce & Agapi Burkard are husband and wife related through marriage.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is made available for review by the governing body prior to filing. A final copy is sent to the governing body once filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Burkard Schools conflict of interest policy is included in the schools employee handbook. Employee interests and activities that could give rise to a conflict of interest are monitored by the schools director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents pertaining to organization governance and management are available upon request. Governing documents, conflict of interst policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0706695
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01365324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046570
IRS990/TotalFunctionalExpensesGrp/TotalAmt01411894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01480000
IRS990/TotalLiabilitiesEOYAmt01520000
IRS990/TotalLiabilitiesGrp/BOYAmt01480000
IRS990/TotalLiabilitiesGrp/EOYAmt01520000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-598444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-440803
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046570
IRS990/TotalProgramServiceRevenueAmt0862840
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0862840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01569535
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0881556
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01079197
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt021492
IRS990/TravelGrp/TotalAmt021492
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.theburkardschool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Agapi Burkard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair of The Bo
ReturnHeader/BusinessOfficerGrp/PhoneNum06509189945
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Burkard School
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0474322966
ReturnHeader/Filer/USAddress/AddressLine1Txt02333 Palm Avenue
ReturnHeader/Filer/USAddress/CityNm0San Mateo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463082634
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Massey and Company CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 421396
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030342
ReturnHeader/PreparerPersonGrp/PhoneNum06782355460
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Massey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-10T16:37:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,079,197
Liabilities
$1,520,000
Net assets
-$440,803
Revenue
$1,569,535
Expenses
$1,411,894
Net income
$157,641
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
2019Detailed filing. Detailed filing data is available for this year.$1.08$1.52$0.44$1.57$1.41$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.15$0.09$0.65$0.74$0.09