Civic Intelligence

Barbara Benson Elementary School P T O

990EZ • Fiscal year 2024 • EIN 33-0664000

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 03, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

29th percentile

-7.5%

Higher net margin than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-8.2%

Faster asset growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-8.6%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,642

Down $3,631 (-8.2%) from 2023

Net Assets

Down

$40,642

Down $3,631 (-8.2%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$48,221

Down $4,538 (-8.6%) from 2023

Expenses

Up

$51,855

Up $7,303 (+16%) from 2023

Net Income

Down

-$3,634

Down $11,841 (-144%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2024

Assets$40,642
Liabilities-
Net Assets$40,642
Open 2024 Filing

Operations Trend

Revenue Growth36th 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

2024

Revenue$48,221
Expenses$51,855
Net Income-$3,634
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 3, 2025
Return Version
2023v6.0
Gross Receipts
$55,765
Mission and Program Overview

Mission

EDUCATIONAL

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

Program Services

DescriptionGrantsExpenses
Students Programs Funding-$29,898
School Improvement Program Funding-$11,058
Teacher/Staff Program Funding-$3,779
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon DenesPresidentPT$0--
Brook BeresfordSecretary-$0--
Meg WolffTreasurerPT$0--
Taylor ColleryVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$4,685$4,685$2,920$1,765
Family Fund Night$3,453$3,453-$3,453
Total Events$9,110$9,110$4,083$5,027
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
2025-01-03
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 812”

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

“Student Programs Funding 29,898”

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

“Teacher/Staff Program Funding 3,779”

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

“School Improvement Program Funding 11,058”

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

“PTO Administrative Expenses 1,929”

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

“Federal Late Filing Penalties 3,433”

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

“Rounding 3”

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Meg Wolff
IRS990EZ/BooksInCareOfDetail/PhoneNum07177307531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012712 Elizabeth Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044273
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023441
IRS990EZ/CostOfGoodsSoldAmt03461
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3634
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044273
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040642
IRS990EZ/FundraisingGrossIncomeAmt09110
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0911
IRS990EZ/GrossReceiptsAmt055765
IRS990EZ/GrossSalesOfInventoryAmt04372
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0515
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044273
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044273
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharon Denes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brook Beresford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meg Wolff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Taylor Collery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03
IRS990EZ/OtherExpensesTotalAmt050909
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational support of students and staff at Barbara Benson E. S.
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramServiceRevenueAmt018327
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Students Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvement Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher/Staff Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029898
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111058
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23779
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04083
IRS990EZ/SpecialEventsNetIncomeLossAmt05027
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt051855
IRS990EZ/TotalProgramServiceExpensesAmt044735
IRS990EZ/TotalRevenueAmt048221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https//sites.google.com/view/bensonbearspto/home
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0234999
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048040
IRS990ScheduleA/Total509Grp/TotalAmt0234999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048040
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235013
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Family Fund Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09110
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05027
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01163
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs Funding 29,898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Program Funding 3,779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Program Funding 11,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO Administrative Expenses 1,929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Federal Late Filing Penalties 3,433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding 3
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Meg Wolff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07147307531
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-03
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/PreparationDt02025-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-23T12:57:02-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,642
Liabilities
-
Net assets
$40,642
Revenue
$48,221
Expenses
$51,855
Net income
-$3,634
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
2024Detailed filing. Detailed filing data is available for this year.$40.6$40.6$48.2$51.9$3.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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