Civic Intelligence

Burlingame Intermediate School PTA California Congress of Parents

990EZ • Fiscal year 2017 • EIN 94-6171383

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,130

Down $16,527 (-44%) from 2016

Net Assets

Down

$21,130

Down $16,527 (-44%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$48,883

Down $24,833 (-34%) from 2016

Expenses

Down

$65,410

Down $2,617 (-3.8%) from 2016

Net Income

Down

-$16,527

Down $22,216 (-391%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$21,130
Liabilities-
Net Assets$21,130
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$48,883
Expenses$65,410
Net Income-$16,527
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$57,223
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$65,410-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY JOHNSTONEPresidentPT$0--
JILL FAIRVice PresidentPT$0--
JUDY GUMVice PresidentPT$0--
SHELLY BLOCKHUSVice PresidentPT$0--
DANIELLA KRINERVice PresidentPT$0--
AMANDA VIRANIVice PresidentPT$0--
AMY HOFFMANNFincl SecretaryPT$0--
DEBORAH LEONSecretaryPT$0--
JENNIFER LINTreasurerPT$0--
LINDA WOLINAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk N Rock$34,640$34,640$1,316$33,324
Magazine Sales$11,793$11,793$1,254$10,539
Total Events$46,433$46,433$2,570$43,863
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
2017-11-13
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 $596”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“STEAM $21732”

Other Expenses.2

“Classroom enrichment $19687”

Other Expenses.3

“HOMEROOM T-SHIRTS $5737”

Other Expenses.4

“LIBRARY BOOKS $3645”

Other Expenses.5

“Teacher appreciation $3451”

Other Expenses.6

“FLEX FUND $2826”

Other Expenses.7

“GRADUATION $2020”

Other Expenses.8

“MEMBERSHIP $1708”

Other Expenses.9

“Printer maintenance $1278”

Other Expenses.10

“FOUNDERS DAY $695”

Other Expenses.11

“PARENT EDUCATION $500”

Other Expenses.12

“MUSIC SUPPLIES $409”

Other Expenses.13

“CONSTANT CONTACT $382”

Other Expenses.14

“HOSPITALITY $223”

Other Expenses.15

“Credit card and bank fees $81”

Other Expenses.16

“GREEN TEAM $65”

Other Expenses.17

“FILING FEE $25”

Raw XML Appendix238 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEAM $21732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM ENRICHMENT $19687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOMEROOM T-SHIRTS $5737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY BOOKS $3645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $3451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FLEX FUND $2826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GRADUATION $2020
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16CREDIT CARD AND BANK FEES $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17GREEN TEAM $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLINGAME INTERMEDIATE SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0946171383
ReturnHeader/Filer/PhoneNum06502593830
ReturnHeader/Filer/USAddress/AddressLine1Txt01715 QUESADA WAY
ReturnHeader/Filer/USAddress/CityNm0BURLINGAME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Louis J Rodriguez CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01813 El Camino Real Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burlingame
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940103222
ReturnHeader/PreparerPersonGrp/PhoneNum06506920811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J RODRIGUEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T14:34:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,130
Liabilities
-
Net assets
$21,130
Revenue
$48,883
Expenses
$65,410
Net income
-$16,527
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