Civic Intelligence

Barbara Benson Elementary School PTO

EIN 33-0664000 • 501(c)3 • Tustin, CA

Profile

Educational support of students and staff at Barbara Benson E. S.

12712 Elizabeth WayTustin, CA 92780

https//sites.google.com/view/bensonbearspto/home

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

6.4%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$32,656

Down $7,986 (-20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$32,656

Down $7,986 (-20%) from 2024

Revenue

Up

$51,295

Up $3,074 (+6.4%) from 2024

Expenses

Up

$59,266

Up $7,411 (+14%) from 2024

Net Income

Down

-$7,971

Down $4,337 (-119%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2019: $41,274Net Assets 2019: $41,2742019Assets 2022: $34,393Net Assets 2022: $34,3932022Assets 2023: $44,273Net Assets 2023: $44,2732023Assets 2024: $40,642Net Assets 2024: $40,6422024Assets 2025: $32,656Net Assets 2025: $32,6562025

Highlighted filing

2025

Assets$32,656
Liabilities-
Net Assets$32,656

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2019: $73,370Expenses 2019: $64,691Net Income 2019: $8,6792019Revenue 2022: $58,468Expenses 2022: $47,015Net Income 2022: $11,4532022Revenue 2023: $52,759Expenses 2023: $44,552Net Income 2023: $8,2072023Revenue 2024: $48,221Expenses 2024: $51,855Net Income 2024: -$3,6342024Revenue 2025: $51,295Expenses 2025: $59,266Net Income 2025: -$7,9712025

Highlighted filing

2025

Revenue$51,295
Expenses$59,266
Net Income-$7,971

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$57,535
Mission and Program Overview

Mission

EDUCATIONAL

Educational support of students and staff at Barbara Benson E. S.

Program Services

DescriptionGrantsExpenses
Student Programs Funding-$35,182
School Improvement Educational Program Funding-$18,784
Teacher/Staff Program Funding-$2,477
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer OoPresident-$0--
Tessa BollmannSecretaryPT$0--
Meg WolffTreasurer-$0--
Serena AlvarezVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Events$3,403$3,403$2,239$1,164
Total Events$3,403$3,403$2,239$1,164
Filing and Contact Details

Filer

Filer Name
Barbara Benson Elementary School PTO
EIN
33-0664000
In Care Of
% Meg Wolff
Phone
7147307531
Address
12712 Elizabeth Way, Tustin, CA 92780

Signing Officer

Name
Meg Wolff
Title
Treasurer
Phone
7147307531
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 613

Form 990-EZ, Part I, Line 16, Other Expenses

Student Programs Funding 35,182

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher/Staff Program Funding 2,477

Form 990-EZ, Part I, Line 16, Other Expenses

School Improvement Educational Program Funding 18,784

Form 990-EZ, Part I, Line 16, Other Expenses

PTO Administrative Expenses 1,745

Form 990-EZ, Part I, Line 20, Net Assets

Adjustment to bank balance for prior year voided check -15

Raw XML Appendix173 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/ProgramServiceRevenueAmt025470
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 613
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Program Funding 2,477
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Meg Wolff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307531
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
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ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0330664000
ReturnHeader/Filer/InCareOfNm0% Meg Wolff
ReturnHeader/Filer/PhoneNum07147307531
ReturnHeader/Filer/USAddress/AddressLine1Txt012712 Elizabeth Way
ReturnHeader/Filer/USAddress/CityNm0Tustin
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ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T02:05:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.