Civic Intelligence

Burlingame Intermediate School PTA California Congress of Parents

990EZ • Fiscal year 2016 • EIN 94-6171383

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization Profilebi-bsd-ca.schoolloop.com
1715 Quesada WayBurlingame, CA 94010

(650) 259-3830

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-9.5%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,657

Up $5,689 (+18%) from 2015

Net Assets

Up

$37,657

Up $5,689 (+18%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$73,716

Down $7,761 (-9.5%) from 2015

Expenses

Down

$68,027

Down $34,982 (-34%) from 2015

Net Income

Up

$5,689

Up $27,221 (+126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2011: $48,233Liabilities 2011: $02011Assets 2012: $70,672Liabilities 2012: $02012Assets 2013: $68,915Net Assets 2013: $68,9152013Assets 2014: $53,500Net Assets 2014: $53,5002014Assets 2015: $31,968Net Assets 2015: $31,9682015Assets 2016: $37,657Net Assets 2016: $37,6572016Assets 2017: $21,130Net Assets 2017: $21,1302017Assets 2018: $25,581Net Assets 2018: $25,5812018Assets 2019: $24,244Net Assets 2019: $24,2442019Assets 2020: $25,109Net Assets 2020: $25,1092020Assets 2021: $31,457Net Assets 2021: $31,4572021Assets 2022: $45,109Net Assets 2022: $45,1092022Assets 2023: $62,075Net Assets 2023: $62,0752023Assets 2024: $36,296Net Assets 2024: $36,2962024Assets 2025: $52,597Net Assets 2025: $52,5972025

Highlighted filing

2016

Assets$37,657
Liabilities-
Net Assets$37,657
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $86,097Expenses 2011: $100,851Net Income 2011: -$14,7542011Revenue 2012: $73,310Expenses 2012: $50,871Net Income 2012: $22,4392012Revenue 2013: $105,132Expenses 2013: $106,889Net Income 2013: -$1,7572013Revenue 2014: $104,805Expenses 2014: $120,220Net Income 2014: -$15,4152014Revenue 2015: $81,477Expenses 2015: $103,009Net Income 2015: -$21,5322015Revenue 2016: $73,716Expenses 2016: $68,027Net Income 2016: $5,6892016Revenue 2017: $48,883Expenses 2017: $65,410Net Income 2017: -$16,5272017Revenue 2018: $56,501Expenses 2018: $52,050Net Income 2018: $4,4512018Revenue 2019: $60,172Expenses 2019: $61,509Net Income 2019: -$1,3372019Revenue 2020: $47,163Expenses 2020: $46,643Net Income 2020: $5202020Revenue 2021: $27,213Expenses 2021: $20,844Net Income 2021: $6,3692021Revenue 2022: $57,219Expenses 2022: $43,919Net Income 2022: $13,3002022Revenue 2023: $67,919Expenses 2023: $50,953Net Income 2023: $16,9662023Revenue 2024: $89,379Expenses 2024: $115,225Net Income 2024: -$25,8462024Revenue 2025: $135,129Expenses 2025: $119,190Net Income 2025: $15,9392025

Highlighted filing

2016

Revenue$73,716
Expenses$68,027
Net Income$5,689
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$90,169
Mission and Program Overview

Mission

Funding of school educational and enrichment programs

Program Services

DescriptionGrantsExpenses
PROVIDING FUNDING TO BURLINGAME INTERMEDIATE SCHOOL IN ORDER TO DEVELOP AND SUSTAIN EDUCATIONAL AND ENRICHMENT PROGRAMS$68,027-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE THORSTEINSONPresidentPT$0--
HEATHER LUFTMANVice PresidentPT$0--
AMY JOHNSTONEVice PresidentPT$0--
JENNIFER SLABODAVice PresidentPT$0--
JOWEI CHANGVice PresidentPT$0--
AMY DOHEMANNVice PresidentPT$0--
LYNETTE CHANDRAFincl SecretaryPT$0--
DEBORAH LEONSecretaryPT$0--
JENNIFER LINTreasurerPT$0--
JILL GOLDSMITHAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Party$28,646$28,646$10,408$18,238
Magazine Sales$26,228$26,228$5,288$20,940
Total Events$83,202$83,202$16,453$66,749
Filing and Contact Details

Filer

Filer Name
Burlingame Intermediate School Pta
EIN
94-6171383
Phone
6502593830
Address
1715 QUESADA WAY, BURLINGAME, CA 94010

Signing Officer

Name
Jennifer Lin
Title
Treasurer
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Louis J Rodriguez CPA
Address
1813 El Camino Real Suite 1, Burlingame, CA 94010-3222
Preparer
Louis J Rodriguez
Phone
6506920811
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MISCELLANEOUS $1150”

Other Expenses.1012

“Insurance $216”

Other Expenses.1

“STEAM $23941”

Other Expenses.2

“Classroom enrichment $20347”

Other Expenses.3

“Teacher appreciation $4212”

Other Expenses.4

“HOMEROOM T-SHIRTS $4105”

Other Expenses.5

“GRADUATION $3897”

Other Expenses.6

“Printer maintenance $3500”

Other Expenses.7

“LIBRARY BOOKS $3057”

Other Expenses.8

“MEMBERSHIP $1319”

Other Expenses.9

“GREEN TEAM $721”

Other Expenses.10

“FOUNDERS DAY $690”

Other Expenses.11

“BUZZ BOOK $641”

Other Expenses.12

“HOSPITALITY $193”

Other Expenses.13

“CONSTANT CONTACT $192”

Other Expenses.14

“FLEX FUND $161”

Other Expenses.15

“Credit card and bank fees $110”

Other Expenses.16

“FILING FEE $25”

Raw XML Appendix241 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEAM $23941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM ENRICHMENT $20347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION $4212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOMEROOM T-SHIRTS $4105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRADUATION $3897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRINTER MAINTENANCE $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY BOOKS $3057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP $1319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GREEN TEAM $721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FOUNDERS DAY $690
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOSPITALITY $193
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FLEX FUND $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16CREDIT CARD AND BANK FEES $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/PhoneNum06502593830
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burlingame
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T14:50:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,657
Liabilities
-
Net assets
$37,657
Revenue
$73,716
Expenses
$68,027
Net income
$5,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.35$1.19$0.16
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.89$1.15$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.68$0.51$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.57$0.44$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.27$0.21$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.47$0.47$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.60$0.62$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.57$0.52$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.49$0.65$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.74$0.68$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.81$1.03$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.05$1.20$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$1.05$1.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.73$0.51$0.22
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.86$1.01$0.15