BARBARA BENSON ELEMENTARY SCHOOL P T O: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA BENSON ELEMENTARY SCHOOL P T O (EIN 33-0664000)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-23
- IRS object ID
- 202500829349200105
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-23T12:57:02-00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330664000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Benson Elementary School PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Meg Wolff | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 7147307531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 Elizabeth Way | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Meg Wolff | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7147307531 | PhoneNum |
| Signature | 2025-01-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth A Weber CPA | PreparerPersonNm |
| PTIN | P00853596 | PTIN |
| Phone | 9492909333 | PhoneNum |
| Preparation | 2025-03-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | https//sites.google.com/view/bensonbearspto/home | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $55,765 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $23,441 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,327 | ProgramServiceRevenueAmt |
| Membership Dues | $515 | MembershipDuesAmt |
| Fundraising Gross Income | $9,110 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,083 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $5,027 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $4,372 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,461 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $911 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $48,221 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $900 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $46 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $50,909 | OtherExpensesTotalAmt |
| Total Expenses | $51,855 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,634 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $44,273 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $3 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $40,642 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,273 | BOYAmt |
| EOY | $40,642 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,273 | BOYAmt |
| EOY | $40,642 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,273 | BOYAmt |
| EOY | $40,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Educational support of students and staff at Barbara Benson E. S. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Students Programs Funding | $29,898 |
| School Improvement Program Funding | $11,058 |
| Teacher/Staff Program Funding | $3,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,735 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Sharon Denes | ||
| President | 010.00 | $0 |
| Brook Beresford | ||
| Secretary | 001.00 | $0 |
| Meg Wolff | ||
| Treasurer | 005.00 | $0 |
| Taylor Collery | ||
| Vice President | 005.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Meg Wolff | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 Elizabeth Way | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177307531 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,956 | CurrentTaxYearAmt |
| Total | $105,535 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $51,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,809 | CurrentTaxYearAmt |
| Total | $129,464 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,765 | CurrentTaxYearAmt |
| Total | $234,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $234,999 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $14 | CurrentTaxYearMinus1YearAmt |
| Total | $14 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $14 | CurrentTaxYearMinus1YearAmt |
| Total | $14 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,765 | CurrentTaxYearAmt |
| Total | $235,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Book Fair | Event1Nm |
| Gross Receipts Event1 | $4,685 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $4,685 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,920 | OtherDirectExpensesEvent1Amt |
| Event2 | Family Fund Night | Event2Nm |
| Gross Receipts Event2 | $3,453 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $3,453 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $972 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $972 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,163 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $9,110 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $9,110 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,083 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,083 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,027 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
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