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BARBARA BENSON ELEMENTARY SCHOOL P T O: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BARBARA BENSON ELEMENTARY SCHOOL P T O (EIN 33-0664000)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-08-25
IRS object ID
202312389349200701
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2023-08-25T07:23:50-00:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330664000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Barbara Benson Elementary School PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Meg WolffInCareOfNm
Business Name ControlBARBBusinessNameControlTxt
Phone7147307531PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112712 Elizabeth WayAddressLine1Txt
CityTustinCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92780ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMeg WolffPersonNm
Person TitlePresidentPersonTitleTxt
Phone7147307531PhoneNum
Signature2023-08-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMegPersonFirstNm
Person LastWolffPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonElizabeth A Weber CPAPreparerPersonNm
PTINP00853596PTIN
Phone9492909333PhoneNum
Preparation2023-08-25PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttps//sites.google.com/view/bensonbearspto/homeWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$65,701GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$14,376ContributionsGiftsGrantsEtcAmt
Program Service Revenue$25,206ProgramServiceRevenueAmt
Membership Dues$437MembershipDuesAmt
Fundraising Gross Income$21,532FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,907SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$18,625SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$4,150GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,326CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$176GrossProfitLossSlsOfInvntryAmt
Total Revenue$58,468TotalRevenueAmt
Other Expenses Total$47,015OtherExpensesTotalAmt
Total Expenses$47,015TotalExpensesAmt
Excess Or Deficit For Year$11,453ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$25,185NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$2,245OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$34,393NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$25,185BOYAmt
EOY$34,393EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,185BOYAmt
EOY$34,393EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$25,185BOYAmt
EOY$34,393EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeEducational support of students and staff at Barbara Benson E. S.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
Students Programs Funding$34,078
School Improvement Program Funding$9,112
eacher/Staff Program Funding$1,536
FieldValueIRS element (for citing)
Total Program Service Expenses$44,726TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Meg Wolff
President020.00$0
Maura Mendez
Secretary015.00$0
Michael Fisk
Treasurer015.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (true)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMichael FiskPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112712 Elizabeth WayAddressLine1Txt
CityTustinCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92780ZIPCd
FieldValueIRS element (for citing)
Phone7177307531PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt
Public Support CY1700.00000PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,800CurrentTaxYearMinus1YearAmt
Current Tax Year$14,376CurrentTaxYearAmt
Total$190,589TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$51,325CurrentTaxYearAmt
Total$51,325TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,800CurrentTaxYearMinus1YearAmt
Current Tax Year$65,701CurrentTaxYearAmt
Total$241,914TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$241,914PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,800CurrentTaxYearMinus1YearAmt
Current Tax Year$65,701CurrentTaxYearAmt
Total$241,914TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1JogathonEvent1Nm
Gross Receipts Event1$13,588GrossReceiptsEvent1Amt
Gross Revenue Event1$13,588GrossRevenueEvent1Amt
Other Direct Expenses Event1$2,907OtherDirectExpensesEvent1Amt
Event2Family Fun NightEvent2Nm
Gross Receipts Event2$1,431GrossReceiptsEvent2Amt
Gross Revenue Event2$1,431GrossRevenueEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$6,513GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$6,513GrossRevenueOtherEventsAmt
Gross Receipts Total$21,532GrossReceiptsTotalAmt
Gross Revenue Total Events$21,532GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$2,907OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,907DirectExpenseSummaryEventsAmt
Net Income Summary$18,625NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 16, Other ExpensesFundraising 824
Form 990-EZ, Part I, Line 16, Other ExpensesStudent Programs Funding 34,078
Form 990-EZ, Part I, Line 16, Other ExpensesTeacher/Staff Program Funding 1,536
Form 990-EZ, Part I, Line 16, Other ExpensesSchool Improvement Program Funding 9,112
Form 990-EZ, Part I, Line 16, Other ExpensesPTO Administrative Expenses 1,465
Form 990-EZ, Part I, Line 20, Net AssetsAdjustment of old incorrect data needed to balance cash -2,245
Form 990-EZ, Part IV, Line eMichael 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 34The 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.

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonMichael FiskPersonNm
Short ExplanationAlso Music Director for Tustin High School, another school in the TUSDShortExplanationTxt

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