Civic Intelligence

The Burkard School

990 • Fiscal year 2022 • EIN 47-4322966

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

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

98th percentile

1.68x

Higher debt load relative to assets than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.85x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

49th percentile

6.4%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.2%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$976,930

Down $31,937 (-3.2%) from 2021

Net Assets

Up

-$661,554

Up $124,194 (+16%) from 2021

Liabilities

Down

$1,638,484

Down $156,131 (-8.7%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin49th percentile

Revenue

Up

$1,932,962

Up $382,192 (+25%) from 2021

Expenses

Up

$1,808,725

Up $107,898 (+6.3%) from 2021

Net Income

Up

$124,237

Up $274,294 (+183%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$976,930
Liabilities$1,638,484
Net Assets-$661,554
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$1,932,962
Expenses$1,808,725
Net Income$124,237
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$1,932,962
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$1,618,000$1,636,869▲ $18,869
Land, Buildings, and Equipment, Net$681,891$620,637▼ $61,254
Cash and Non-Interest-Bearing Accounts$326,976$356,293▲ $29,317
Rtn Earn Endowment Incm Other Fnds$-785,748$-661,554▲ $124,194
Total Assets$1,008,867$976,930▼ $31,937
Liabilities
Other Liabilities$175,000--
Accounts Payable and Accrued Expenses$1,615$1,615→ $0
Total Liabilities$1,794,615$1,638,484▼ $156,131
Net Assets / Fund Balance
Total Net Assets Fund Balance$-785,748$-661,554▲ $124,194
Total Liabilities and Net Assets / Fund Balance$1,008,867$976,930▼ $31,937

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$43,444$195,785-
Leasehold Improvements$577,193$1,234,898-
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$441,794
Program Service Revenue
$1,491,168
Investment Income
$0
Other Revenue
$0
All Other Contributions
$239,690
Change in Net Assets
$124,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,323,288
Other Expenses$485,393
Grants and Similar Amounts Paid$44
Total Fundraising Expense$11
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,118,071--$1,118,071
Occupancy$230,214--$230,214
Other Employee Benefits$97,949--$97,949
Payroll Taxes$90,160--$90,160
Depreciation Depletion$76,407--$76,407
Office Expenses$45,145--$45,145
Insurance$35,352--$35,352
Fees for Services Management$19,713--$19,713
Pension Plan Contributions$17,108--$17,108
Fees for Services Accounting$11,011--$11,011
Information Technology$7,574--$7,574
Interest$3,106--$3,106
Fees for Services Legal$2,830--$2,830
Advertising$1,676--$1,676
All Other Expenses$560-$11$571
Travel$86--$86
Other Expenses$71--$71
Grants to Domestic Individuals$44--$44
Total Functional Expenses$1,808,714$0$11$1,808,725
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$18,827

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,618,000$1,636,869▲ $18,869
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 35% controlled entity
No
Business relationship with family members
Yes
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
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Agapi Burkard
Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
16
Volunteers
1

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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Agapi Burkard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair of The Bo
ReturnHeader/BusinessOfficerGrp/PhoneNum06509189945
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
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/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Massey
ReturnHeader/ReturnTs02022-11-09T14:22:50-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Agapi
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burkard
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$976,930
Liabilities
$1,638,484
Net assets
-$661,554
Revenue
$1,932,962
Expenses
$1,808,725
Net income
$124,237
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
2022Detailed filing. Detailed filing data is available for this year.$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
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