Civic Intelligence

Barbara Benson Elementary School P T O

990EZ • Fiscal year 2023 • EIN 33-0664000

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 22, 2023

Organization Profilehttps//sites.google.com/view/bensonbearspto/home
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-9.8%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,273

Up $9,880 (+29%) from 2022

Net Assets

Up

$44,273

Up $9,880 (+29%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$52,759

Down $5,709 (-9.8%) from 2022

Expenses

Down

$44,552

Down $2,463 (-5.2%) from 2022

Net Income

Down

$8,207

Down $3,246 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2023

Assets$44,273
Liabilities-
Net Assets$44,273
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

2023

Revenue$52,759
Expenses$44,552
Net Income$8,207
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 22, 2023
Return Version
2022v5.0
Gross Receipts
$62,707
Mission and Program Overview

Mission

EDUCATIONAL

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

Program Services

DescriptionGrantsExpenses
Students Programs Funding-$34,512
Teacher/Staff Program Funding-$6,227
School Improvement Program Funding-$1,907
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meg WolffPresidentPT$0--
Angelique AndrulaitisSecretaryPT$0--
Michael FiskTreasurerPT$0--
Sharon DenesVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$16,113$16,113-$16,113
Book Fairs$4,023$4,023$4,260$-237
Total Events$22,770$22,770$5,469$17,301
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
2023-09-22
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 165”

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

“Student Programs Funding 34,512”

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

“Teacher/Staff Program Funding 6,227”

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

“School Improvement Program Funding 1,907”

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

“PTO Administrative Expenses 1,741”

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

“Revenues and Expenses recorded in Wrong Period 1,673”

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.”

Raw XML Appendix183 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
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/BOYAmt034393
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044273
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015182
IRS990EZ/CostOfGoodsSoldAmt04479
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08207
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044273
IRS990EZ/FundraisingGrossIncomeAmt022770
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0133
IRS990EZ/GrossReceiptsAmt062707
IRS990EZ/GrossSalesOfInventoryAmt04612
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01181
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034393
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Meg Wolff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angelique Andrulaitis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Fisk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Denes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01673
IRS990EZ/OtherExpensesTotalAmt044552
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support of students and staff at Barbara Benson E. S.
IRS990EZ/ProgramServiceRevenueAmt018948
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Students Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvement Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher/Staff Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034512
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26227
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05469
IRS990EZ/SpecialEventsNetIncomeLossAmt017301
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt044552
IRS990EZ/TotalProgramServiceExpensesAmt042646
IRS990EZ/TotalRevenueAmt052759
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https//sites.google.com/view/bensonbearspto/home
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154947
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252602
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073368
IRS990ScheduleA/Total509Grp/TotalAmt0252602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073368
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252616
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05469
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fairs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016113
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022770
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01209
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05469
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs Funding 34,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Program Funding 6,227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Program Funding 1,907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Administrative Expenses 1,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Revenues and Expenses recorded in Wrong Period 1,673
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/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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Meg Wolff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307531
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-22
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/PreparationDt02023-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-26T02:16:18-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Meg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wolff
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,273
Liabilities
-
Net assets
$44,273
Revenue
$52,759
Expenses
$44,552
Net income
$8,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.7$32.7$51.3$59.3$7.97
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.6$40.6$48.2$51.9$3.63
2023Detailed filing. Detailed filing data is available for this year.$44.3$44.3$52.8$44.6$8.21
2022Detailed filing. Detailed filing data is available for this year.$34.4$34.4$58.5$47.0$11.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$41.3$73.4$64.7$8.68