The Burkard School FY2019 filing

Tax-deductible

San Mateo, CA501(c)(3)EducationEIN 47-4322966Revenue $1.6M in FY2019

On file with the IRStheburkardschool.org2333 Palm Avenue, 94403-1842 · San Mateo, CATax-exempt since Mar 2017School — 170(b)(1)(A)(ii)

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The Burkard School provides a specialized education for children who need extra support with social-emotional learning, self-regulation, and executive functioning.

501(c)(3) charity; gifts are tax-deductible.
3¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2019 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 7
filings with a surplus
Average surplus $29K a year · 2% of revenue · last 7 filings
Fine: a surplus in 5 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
3%
of spending
Concern: 3% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $63K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
141% of total assets
Concern: liabilities are 141% of assets; over 80%.
Pt X · Ln 26
Independent board members
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
Spent
$1.4M
To programs
3%
Net assets
−$441K
By yearFY2019–FY2025
Revenue
$1.6M
FY2019
Tap a bar for its year
Revenue by fiscal year
FY2019$1.6M
FY2020$1.5M
FY2021$1.6M
FY2022$1.9M
FY2023$2.0M
FY2024$2.0M
FY2025$2.0M
Expenses
$1.4M
FY2019
Tap a bar for its year
Expenses by fiscal year
FY2019$1.4M
FY2020$1.7M
FY2021$1.7M
FY2022$1.8M
FY2023$1.9M
FY2024$1.9M
FY2025$1.9M
Net assets
−$441K
FY2019
Tap a bar for its year
Net assets by fiscal year
FY2019−$441K
FY2020−$636K
FY2021−$786K
FY2022−$662K
FY2023−$501K
FY2024−$406K
FY2025−$398K

From the FY2019 Form 990 (year ending June 2019) · figures checked against the IRS filing · see the original

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You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

3 cents of each dollar spent went to programs.

Program services 3% · $47K Management & general 97% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2018); the FY2019 filing did not itemize Part VII
Chair of the Board
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Burkard School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Teaches children needing extra support with social-emotional skills and self-regulation.

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Provided by the organization

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1 program · $47K · in their own filed words · FY2018
01

The Burkard School provided a specialized K-6 education for 23 students

$47Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

By the numbers

The FY2019 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Fees for servicesLn 2g$863K
Gifts and grantsLn 1h$707K
Money outPt IX
$1.4M
Ln 25
Programscol B$47K
Managementcol C$1.4M
Owns and owesPt X
−$441K
net assets · Ln 32
Cash and savingsLn 1–2$279K
Total assetsLn 16$1.1M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$707K
Fees for servicesLn 2g$863K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$279K
Cash and savings togetherLn 1–2$279K
Land, buildings, equipmentLn 10c$800K
Total assetsLn 16$1.1M
LiabilitiesLn 26$1.5M
Net assetsLn 32−$441K
OperationsPt I, VI
EmployeesI 516
VolunteersI 61
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY19End FY19
Cash and savingsLn 1–2$78K$279K
Land, buildings, equipmentLn 10c$804K$800K
Total assetsLn 16$882K$1.1M
LiabilitiesLn 26$1.5M$1.5M
Net assetsLn 32−$598K−$441K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Other salaries and wagesLn 7$717K$717K
Pension plan contributionsLn 8$3K$3K
Payroll taxesLn 10$60K$60K
Management feesLn 11a$2K$2K
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$59K$59K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$7K$7K
Information technologyLn 14$8K$8K
OccupancyLn 16$211K$211K
TravelLn 17$21K$21K
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$95$95
Depreciation, depletion and amortizationLn 22$152K$152K
InsuranceLn 23$86K$86K
Other expenses (24a–d)Ln 24$58K$45K$13K
All other expensesLn 24e$8K$8K
Total functional expensesLn 25$1.4M$47K$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$1.9M$8K−$398K 990 PDF
FY2024 $2.0M$1.9M$95K−$406K 990 PDF
FY2023 $2.0M$1.9M$162K−$501K 990 PDF
FY2022 $1.9M$1.8M$124K−$662K 990 PDF
FY2021 $1.6M$1.7M−$150K−$786K 990 PDF
FY2020 $1.5M$1.7M−$195K−$636K 990 PDF
FY2019 Viewing $1.6M$1.4M$158K−$441K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2019 990 (6 parts)
Part I · Summary $1,569,535 revenue, 12 lines filed
I-8 Contributions and grants$706,695
I-9 Program service revenue$862,840
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$1,569,535
I-13 Grants and similar amounts paid$1,751
I-14 Benefits paid to members$0
I-15 Salaries and benefits$779,466
I-16a Professional fundraising fees$0
I-17 Other expenses$630,677
I-18 Total expenses$1,411,894
I-19 Revenue less expenses$157,641
Part VI · Governance 1 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $1,569,535 across 4 lines filed
VIII-1f All other contributions, gifts and grants$706,695
VIII-1h Total contributions, gifts and grants$706,695
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $862,840$862,840
VIII-12 Total revenueRelated to mission $862,840 · Unrelated business $0 · Excluded from tax $0$1,569,535
Part IX · Statement of functional expenses $1,411,894 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $1,751$1,751
IX-7 Other salaries and wagesManagement $716,751$716,751
IX-8 Pension plan contributionsManagement $2,782$2,782
IX-10 Payroll taxesManagement $59,933$59,933
IX-11a Management feesManagement $2,333$2,333
IX-11c Accounting feesManagement $2,937$2,937
IX-11g Other fees for servicesManagement $59,362$59,362
IX-12 Advertising and promotionManagement $13,649$13,649
IX-13 Office expensesManagement $7,100$7,100
IX-14 Information technologyManagement $7,839$7,839
IX-16 OccupancyManagement $210,623$210,623
IX-17 TravelManagement $21,492$21,492
IX-19 Conferences, conventions and meetingsManagement $1,574$1,574
IX-20 InterestManagement $95$95
IX-22 Depreciation, depletion and amortizationManagement $151,547$151,547
IX-23 InsuranceManagement $86,293$86,293
IX-24 Other expenses (24a–d)Programs $44,819 · Management $12,971$57,790
IX-24e All other expensesManagement $8,043$8,043
IX-25 Total functional expensesPrograms $46,570 · Management $1,365,324 · Fundraising $0$1,411,894
Part X · Balance sheet $1,079,197 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $77,747$279,417
X-10c Land, buildings and equipment, netStart of year $803,809$799,780
X-16 Total assetsStart of year $881,556$1,079,197
X-26 Total liabilitiesStart of year $1,480,000$1,520,000
X-32 Total net assets or fund balancesStart of year −$598,444−$440,803
X-33 Total liabilities and net assetsStart of year $881,556$1,079,197
Part XI · Reconciliation of net assets −$440,803 net assets at year end
XI-1 Total revenue$1,569,535
XI-2 Total expenses$1,411,894
XI-3 Revenue less expenses$157,641
XI-4 Net assets at start of year−$598,444
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$440,803

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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