Civic Intelligence

Benchley-Weinberger Foundation

990EZ • Fiscal year 2015 • EIN 33-0557725

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization Profile
PO Box 191112San Diego, CA 92159

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$29,218

Down $3,341 (-10%) from 2014

Net Assets

Down

$29,218

Down $3,341 (-10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Up

$45,542

Up $5,741 (+14%) from 2014

Expenses

Up

$48,988

Up $7,047 (+17%) from 2014

Net Income

Down

-$3,446

Down $1,306 (-61%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2015

Assets$29,218
Liabilities$0
Net Assets$29,218
Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

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

2015

Revenue$45,542
Expenses$48,988
Net Income-$3,446
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$58,974
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
Top Officer Pay75th percentile

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

Filer Name
Benchley-weinberger Foundation
EIN
33-0557725
Address
PO BOX 191112, SAN DIEGO, CA 92159

Signing Officer

Name
Jacki Eidson
Title
Treasurer
Phone
6194639271
Signed
2016-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Bohmfalk Financial Services
Address
343 E Lexington Ave Suite 106, El Cajon, CA 92020
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 46,863”

Description of other expenses Part I line 16

“Description amountcorporation expenses 1,046contingency 932po box 147”

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/AddressLine1Txt05601 LARAMIE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032664
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029218
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3446
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032664
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt046863
IRS990EZ/GrossReceiptsAmt058974
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032664
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029218
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032664
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029218
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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/OtherExpensesTotalAmt02125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BENEFIT THE STUDENTS OF BW ELE SCH
IRS990EZ/ProgramServiceRevenueAmt056491
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/SpecialEventsDirectExpensesAmt013432
IRS990EZ/SpecialEventsNetIncomeLossAmt0-13432
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048988
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt045542
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0187
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0231101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0689
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99730
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0258378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044783
IRS990ScheduleA/Total509Grp/TotalAmt0258378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044970
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0259067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY EQUIP AND SUPPLIES GRANTEE BENCHLEY WEINBERGER ELEMENTARY SCH STREET 6269 TWIN LAKE DRIVE CITY, STATE, ZIP SAN DIEGO, CA 92119AMOUNT 46,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCORPORATION EXPENSES 1,046CONTINGENCY 932PO BOX 147
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKI EIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06194639271
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENCHLEY-WEINBERGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0330557725
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 191112
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092159
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274820081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bohmfalk Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0343 E Lexington Ave Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06193022285
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles W Bohmfalk
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-09T13:05:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,218
Liabilities
$0
Net assets
$29,218
Revenue
$45,542
Expenses
$48,988
Net income
-$3,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$1.67$1.52$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$2.20$1.48$0.72
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$2.15$1.48$0.66
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.68$0.56$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.37$0.74$0.62
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.46$0.93$0.53
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.80$0.59$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.64$0.40$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.46$0.49$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.40$0.42$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.77$0.39$0.40$0.01