Civic Intelligence

The Burkard School

990 • Fiscal year 2023 • EIN 47-4322966

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

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

97th percentile

1.44x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.80x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

7.9%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

5.8%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,137,160

Up $160,230 (+16%) from 2022

Net Assets

Up

-$501,324

Up $160,230 (+24%) from 2022

Liabilities

Flat

$1,638,484

Flat from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin58th percentile

Revenue

Up

$2,045,682

Up $112,720 (+5.8%) from 2022

Expenses

Up

$1,883,587

Up $74,862 (+4.1%) from 2022

Net Income

Up

$162,095

Up $37,858 (+30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$1,137,160
Liabilities$1,638,484
Net Assets-$501,324
Open 2023 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

2023

Revenue$2,045,682
Expenses$1,883,587
Net Income$162,095
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$2,045,682
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$1,636,869$1,636,869→ $0
Land, Buildings, and Equipment, Net$620,637$629,169▲ $8,532
Cash and Non-Interest-Bearing Accounts$356,293$507,991▲ $151,698
Rtn Earn Endowment Incm Other Fnds$-661,554$-501,324▲ $160,230
Total Assets$976,930$1,137,160▲ $160,230
Liabilities
Accounts Payable and Accrued Expenses$1,615$1,615→ $0
Total Liabilities$1,638,484$1,638,484→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$-661,554$-501,324▲ $160,230
Total Liabilities and Net Assets / Fund Balance$976,930$1,137,160▲ $160,230

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$42,111$212,753-
Leasehold Improvements$587,058$1,298,862-
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
$408,614
Program Service Revenue
$1,637,068
Investment Income
$0
Other Revenue
$0
All Other Contributions
$104,725
Change in Net Assets
$162,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,362,429
Other Expenses$521,144
Total Fundraising Expense$14,609
Grants and Similar Amounts Paid$14
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,159,139--$1,159,139
Occupancy$236,404--$236,404
Payroll Taxes$101,202--$101,202
Other Employee Benefits$93,109--$93,109
Depreciation Depletion$80,932--$80,932
Insurance$48,260--$48,260
Fees for Services Management$37,318--$37,318
Office Expenses$35,817--$35,817
Fees for Services Accounting$9,836--$9,836
Pension Plan Contributions$8,979--$8,979
Other Expenses$3,501-$14,609$3,501
Advertising$2,620--$2,620
Fees for Services Legal$780--$780
All Other Expenses$399--$399
Grants to Domestic Individuals$14--$14
Total Functional Expenses$1,868,978$0$14,609$1,883,587
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,636,869$1,636,869→ $0
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
No
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

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
2023-11-08
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
15
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.
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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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01868978
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IRS990/TotalProgramServiceRevenueAmt01637068
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IRS990/WebsiteAddressTxt0www.theburkardschool.org
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Agapi Burkard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair of The Bo
ReturnHeader/BusinessOfficerGrp/PhoneNum06509189945
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
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/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary A Massey
ReturnHeader/ReturnTs02023-11-08T15:27:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Agapi
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burkard
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,137,160
Liabilities
$1,638,484
Net assets
-$501,324
Revenue
$2,045,682
Expenses
$1,883,587
Net income
$162,095
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
2023Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits