Civic Intelligence

Benchley-Weinberger Foundation

990EZ • Fiscal year 2014 • EIN 33-0557725

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 02, 2015

PO Box 19111292159

(619) 463-9271

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

29th percentile

-5.4%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$32,559

Down $44,167 (-58%) from 2010

Net Assets

Down

$32,559

Down $44,167 (-58%) from 2010

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$39,801

Up $1,085 (+2.8%) from 2010

Expenses

Up

$41,941

Up $2,255 (+5.7%) from 2010

Net Income

Down

-$2,140

Down $1,170 (-121%) from 2010

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $76,726Net Assets 2010: $76,7262010Assets 2014: $32,559Liabilities 2014: $0Net Assets 2014: $32,5592014Assets 2015: $29,218Liabilities 2015: $0Net Assets 2015: $29,2182015Assets 2016: $53,530Liabilities 2016: $0Net Assets 2016: $53,5302016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $151,065Liabilities 2020: $0Net Assets 2020: $151,0652020Assets 2021: $162,627Liabilities 2021: $0Net Assets 2021: $162,6272021Assets 2022: $227,542Liabilities 2022: $0Net Assets 2022: $227,5422022Assets 2023: $299,487Liabilities 2023: $0Net Assets 2023: $299,4872023Assets 2024: $314,180Liabilities 2024: $0Net Assets 2024: $314,1802024

Highlighted filing

2014

Assets$32,559
Liabilities$0
Net Assets$32,559

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $38,716Expenses 2010: $39,686Net Income 2010: -$9702010Revenue 2014: $39,801Expenses 2014: $41,941Net Income 2014: -$2,1402014Revenue 2015: $45,542Expenses 2015: $48,988Net Income 2015: -$3,4462015Revenue 2016: $63,921Expenses 2016: $39,609Net Income 2016: $24,3122016Revenue 2017: $80,186Expenses 2017: $59,459Net Income 2017: $20,7272017Revenue 2019: $146,232Expenses 2019: $93,176Net Income 2019: $53,0562019Revenue 2020: $136,745Expenses 2020: $74,304Net Income 2020: $62,4412020Revenue 2021: $67,735Expenses 2021: $56,173Net Income 2021: $11,5622021Revenue 2022: $214,540Expenses 2022: $148,059Net Income 2022: $66,4812022Revenue 2023: $220,093Expenses 2023: $148,344Net Income 2023: $71,7492023Revenue 2024: $167,148Expenses 2024: $152,455Net Income 2024: $14,6932024

Highlighted filing

2014

Revenue$39,801
Expenses$41,941
Net Income-$2,140
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 2, 2015
Return Version
2013v4.0
Gross Receipts
$59,238
Mission and Program Overview

Mission

To benefit the students of bw ele sch

Program Services

DescriptionGrantsExpenses
SUPPORT BENCHLEY WEINBERGER ELEMENTARY SCHOOL BY PROVIDING CAPITAL ITEMS OR EDUCATION PROGRAMS AND MATERIALS DEEMED NECESSARY BY THE SCHOOL AND THE BOARD OF DIRECTORS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH MATHEWSONPresidentPT$0--
MINDY HAYESVPPT$0--
STEPHANIE KENNERLYSecretaryPT$0--
JACKI EIDSONTreasurerPT$0--
LOUIE BERTSCHEMember-$0--
TRINA MAASMember-$0--
ERIN DOUGHERTYMember-$0--
ANDIE JEHLMember-$0--
Filing and Contact Details

Filer

EIN
33-0557725

Signing Officer

Name
Jacki Eidson
Title
Treasurer
Phone
6194639271
Signed
2015-02-02
Discuss with paid preparer
Yes

Preparer

Preparer
Charles W Bohmfalk
Phone
6193022285
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity equip and supplies grantee benchley weinberger elementary sch street 6269 twin lake drive city, state, zip san diego, ca 92119amount 41,070

Raw XML Appendix181 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JACKI EIDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06194639271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105601 LARAMIE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034699
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032559
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0748
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2140
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0533
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034699
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032559
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041070
IRS990EZ/GrossReceiptsAmt059238
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034699
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032559
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034699
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032559
IRS990EZ/OccupancyRentUtltsAndMaintAmt0260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH MATHEWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MINDY HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE KENNERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKI EIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOUIE BERTSCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRINA MAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIN DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDIE JEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT THE STUDENTS OF BW ELE SCH
IRS990EZ/PrintingPublicationsPostageAmt078
IRS990EZ/ProgramServiceRevenueAmt058392
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT BENCHLEY WEINBERGER ELEMENTARY SCHOOL BY PROVIDING CAPITAL ITEMS OR EDUCATION PROGRAMS AND MATERIALS DEEMED NECESSARY BY THE SCHOOL AND THE BOARD OF DIRECTORS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019437
IRS990EZ/SpecialEventsNetIncomeLossAmt0-19437
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041941
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt039801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050996
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0187
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0201362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0828
IRS990ScheduleA/InvestmentIncomeCYPct00.00330
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
IRS990ScheduleA/PublicSupportPY509Pct00.99630
IRS990ScheduleA/PublicSupportTotal509Amt0252358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052921
IRS990ScheduleA/Total509Grp/TotalAmt0252358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053094
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY EQUIP AND SUPPLIES GRANTEE BENCHLEY WEINBERGER ELEMENTARY SCH STREET 6269 TWIN LAKE DRIVE CITY, STATE, ZIP SAN DIEGO, CA 92119AMOUNT 41,070
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKI EIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06194639271
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10BENCHLEY-WEINBERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0330557725
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 191112
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092159
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274820081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Bohmfalk Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10343 E Lexington Ave Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092020
ReturnHeader/PreparerPersonGrp/PhoneNum06193022285
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles W Bohmfalk
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-07T14:02:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits