Civic Intelligence

Barbara Benson Elementary School P T O

990EZ • Fiscal year 2022 • EIN 33-0664000

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 24, 2023

12712 Elizabeth WayTustin, CA 92780

(714) 730-7531

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-5.9%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

33rd percentile

-7.3%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Assets

Down

$34,393

Down $6,881 (-17%) from 2019

Net Assets

Down

$34,393

Down $6,881 (-17%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$58,468

Down $14,902 (-20%) from 2019

Expenses

Down

$47,015

Down $17,676 (-27%) from 2019

Net Income

Up

$11,453

Up $2,774 (+32%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$34,393
Liabilities-
Net Assets$34,393

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$58,468
Expenses$47,015
Net Income$11,453
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 24, 2023
Return Version
2021v4.2
Gross Receipts
$65,701
Mission and Program Overview

Mission

EDUCATIONAL

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

Program Services

DescriptionGrantsExpenses
Students Programs Funding-$34,078
School Improvement Program Funding-$9,112
eacher/Staff Program Funding-$1,536
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meg WolffPresidentPT$0--
Maura MendezSecretaryPT$0--
Michael FiskTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$13,588$13,588$2,907$10,681
Family Fun Night$1,431$1,431-$1,431
Total Events$21,532$21,532$2,907$18,625
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
President
Phone
7147307531
Signed
2023-08-24
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 824

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

Student Programs Funding 34,078

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

Teacher/Staff Program Funding 1,536

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

School Improvement Program Funding 9,112

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

PTO Administrative Expenses 1,465

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

Adjustment of old incorrect data needed to balance cash -2,245

Form 990-EZ, Part IV, Line E

Michael Fisk, the Organization Treasurer is also an full time teacher at Tustin High School, another school in the Tustin Unified School District.

Form 990-EZ, Part V, Line 34

The following changes and clarifications were made to the Organizations bylaws during the year ended 6/30/2022 Article 3, Section 1-Removed the ability of community members to join the Organization, limiting membership to educators, staff, parents guardians. Article 3, Section 2-Added that the Organizations fiscal year is from July 1 through June 30. Article 4, Section 1-Reduced the size of the executive board to President, Vice President, Secretary and Treasurer due to volunteer constraints. Article 4, Section 3-Included responsibility for elections to the Vice President as the Parliamentarian position no longer exists. Article 4, Section 8-Changed term limits from three years to one year. Article 4, Section 11-Removed this section regarding the delegation of authority due to decrease in executive board members. Article 5, Section 1-Removed dual signature requirement due to decrease in executive board positions. Article 5, Sections 2, 3, 4, 5, 6, 7-Revised and redistributed all executive board duties due to decrease in executive board positions. Article 7, Section 1-Changed meetings from monthly to throughout the year. Article 10-Added that the bylaws amendments will be documented in the organization agenda and on the organization website.

Raw XML Appendix176 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0Michael Fisk
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Also Music Director for Tustin High School, another school in the TUSD
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Fisk
IRS990EZ/BooksInCareOfDetail/PhoneNum07177307531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012712 Elizabeth Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025185
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011453
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025185
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034393
IRS990EZ/FundraisingGrossIncomeAmt021532
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-176
IRS990EZ/GrossReceiptsAmt065701
IRS990EZ/GrossSalesOfInventoryAmt04150
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Meg Wolff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maura Mendez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Fisk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2245
IRS990EZ/OtherExpensesTotalAmt047015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support of students and staff at Barbara Benson E. S.
IRS990EZ/ProgramServiceRevenueAmt025206
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Students Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvement Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2eacher/Staff Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19112
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21536
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02907
IRS990EZ/SpecialEventsNetIncomeLossAmt018625
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt047015
IRS990EZ/TotalProgramServiceExpensesAmt044726
IRS990EZ/TotalRevenueAmt058468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https//sites.google.com/view/bensonbearspto/home
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt073368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190589
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051325
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065701
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052005
IRS990ScheduleA/Total509Grp/TotalAmt0241914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02800
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052005
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241914
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02907
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Family Fun Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021532
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018625
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02907
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02907
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs Funding 34,078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Program Funding 1,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Program Funding 9,112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Administrative Expenses 1,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Adjustment of old incorrect data needed to balance cash -2,245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Michael Fisk, the Organization Treasurer is also an full time teacher at Tustin High School, another school in the Tustin Unified School District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The following changes and clarifications were made to the Organizations bylaws during the year ended 6/30/2022 Article 3, Section 1-Removed the ability of community members to join the Organization, limiting membership to educators, staff, parents guardians. Article 3, Section 2-Added that the Organizations fiscal year is from July 1 through June 30. Article 4, Section 1-Reduced the size of the executive board to President, Vice President, Secretary and Treasurer due to volunteer constraints. Article 4, Section 3-Included responsibility for elections to the Vice President as the Parliamentarian position no longer exists. Article 4, Section 8-Changed term limits from three years to one year. Article 4, Section 11-Removed this section regarding the delegation of authority due to decrease in executive board members. Article 5, Section 1-Removed dual signature requirement due to decrease in executive board positions. Article 5, Sections 2, 3, 4, 5, 6, 7-Revised and redistributed all executive board duties due to decrease in executive board positions. Article 7, Section 1-Changed meetings from monthly to throughout the year. Article 10-Added that the bylaws amendments will be documented in the organization agenda and on the organization website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part IV, Line e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part V, Line 34
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Meg Wolff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307531
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barbara Benson Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0330664000
ReturnHeader/Filer/InCareOfNm0% Meg Wolff
ReturnHeader/Filer/PhoneNum07147307531
ReturnHeader/Filer/USAddress/AddressLine1Txt012712 Elizabeth Way
ReturnHeader/Filer/USAddress/CityNm0Tustin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-25T07:23:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Meg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wolff
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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