BARBARA BENSON ELEMENTARY SCHOOL P T O: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA BENSON ELEMENTARY SCHOOL P T O (EIN 33-0664000)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-26
- IRS object ID
- 202312699349200946
- Schema version
- 2022v5.0
- 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 | 2023-09-26T02:16:18-00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 | President | PersonTitleTxt |
| Phone | 7147307531 | PhoneNum |
| Signature | 2023-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Meg | PersonFirstNm |
| Person Last | Wolff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth A Weber CPA | PreparerPersonNm |
| PTIN | P00853596 | PTIN |
| Phone | 9492909333 | PhoneNum |
| Preparation | 2023-09-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $62,707 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,182 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,948 | ProgramServiceRevenueAmt |
| Membership Dues | $1,181 | MembershipDuesAmt |
| Investment Income | $14 | InvestmentIncomeAmt |
| Fundraising Gross Income | $22,770 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,469 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $17,301 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $4,612 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,479 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $133 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $52,759 | TotalRevenueAmt |
| Other Expenses Total | $44,552 | OtherExpensesTotalAmt |
| Total Expenses | $44,552 | TotalExpensesAmt |
| Excess Or Deficit For Year | $8,207 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $34,393 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,673 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $44,273 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,393 | BOYAmt |
| EOY | $44,273 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,393 | BOYAmt |
| EOY | $44,273 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,393 | BOYAmt |
| EOY | $44,273 | 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 | $34,512 |
| School Improvement Program Funding | $1,907 |
| Teacher/Staff Program Funding | $6,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $42,646 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Meg Wolff | ||
| President | 020.00 | $0 |
| Angelique Andrulaitis | ||
| Secretary | 015.00 | $0 |
| Michael Fisk | ||
| Treasurer | 015.00 | $0 |
| Sharon Denes | ||
| Vice President | 015.00 | $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 |
| 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 | Michael Fisk | 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 | $73,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,363 | CurrentTaxYearAmt |
| Total | $154,947 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $51,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,330 | CurrentTaxYearAmt |
| Total | $97,655 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,693 | CurrentTaxYearAmt |
| Total | $252,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $252,602 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $14 | CurrentTaxYearAmt |
| 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 | $14 | CurrentTaxYearAmt |
| 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 | $73,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,707 | CurrentTaxYearAmt |
| Total | $252,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Jogathon | Event1Nm |
| Gross Receipts Event1 | $16,113 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,113 | GrossRevenueEvent1Amt |
| Event2 | Book Fairs | Event2Nm |
| Gross Receipts Event2 | $4,023 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $4,023 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,260 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,634 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $2,634 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,209 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $22,770 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,770 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,469 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,469 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,301 | 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 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. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Fisk | PersonNm |
| Short Explanation | Also Music Director for Tustin High School, another school in the TUSD | ShortExplanationTxt |
Comments