Civic Intelligence

Blue Bell Elementary PTO

EIN 42-1690150 • 501(c)3 • Blue Bell, PA

Profile

To support and enhance the educational experience at Blue Bell Elementary School for students families and staff.

801 Symphony LnBlue Bell, PA 19422-1730

www.wsdweb.org schools blue-bell-elementary

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

-7.7%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

56th percentile

3.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$62,006

Down $8,111 (-12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$62,006

Down $8,111 (-12%) from 2024

Revenue

Down

$60,520

Down $4,907 (-7.5%) from 2024

Expenses

Up

$68,631

Up $544 (+0.8%) from 2024

Net Income

Down

-$8,111

Down $5,451 (-205%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2017: $41,922Liabilities 2017: $02017Assets 2018: $28,833Liabilities 2018: $02018Assets 2019: $41,900Liabilities 2019: $02019Assets 2020: $39,315Net Assets 2020: $39,3152020Assets 2021: $71,108Net Assets 2021: $71,1082021Assets 2022: $86,500Net Assets 2022: $86,5002022Assets 2023: $72,777Net Assets 2023: $72,7772023Assets 2024: $70,117Net Assets 2024: $70,1172024Assets 2025: $62,006Net Assets 2025: $62,0062025

Highlighted filing

2025

Assets$62,006
Liabilities-
Net Assets$62,006

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $32,119Expenses 2017: $22,002Net Income 2017: $10,1172017Revenue 2018: $26,882Expenses 2018: $39,584Net Income 2018: -$12,7022018Revenue 2019: $44,374Expenses 2019: $31,308Net Income 2019: $13,0662019Revenue 2020: $28,412Expenses 2020: $30,997Net Income 2020: -$2,5852020Revenue 2021: $45,363Expenses 2021: $13,570Net Income 2021: $31,7932021Revenue 2022: $50,784Expenses 2022: $35,392Net Income 2022: $15,3922022Revenue 2023: $56,757Expenses 2023: $70,480Net Income 2023: -$13,7232023Revenue 2024: $65,427Expenses 2024: $68,087Net Income 2024: -$2,6602024Revenue 2025: $60,520Expenses 2025: $68,631Net Income 2025: -$8,1112025

Highlighted filing

2025

Revenue$60,520
Expenses$68,631
Net Income-$8,111

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 19, 2025
Return Version
2024v5.1
Gross Receipts
$65,944
Mission and Program Overview

Mission

To support and enhance the educational experience at Blue Bell Elementary School for students families and staff.

Enhancing the in-school experience for students. This includes assemblies purchase of agenda books for all 3rd 4th and 5th grades purchase of equipment playground percussion set purchasing supplies for gym music and art as well as supporting the schools Reading Olympics team and the Student Council club. Classroom necessities monthly recognition for students and staff special holidays and initiatives were supported as requested.

Program Services

DescriptionGrantsExpenses
New playground equipment percussion set placed in the play area for all students. Cost includes items and installation.$0$20,670
Staff appreciation and support on behalf of all families.$0$10,052
Connecting and supporting the school community by sponsoring activities and events for all students and families and subscribed to various communication tools.$0$7,734
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie RodemerCo-President-$0--
Melinda BorrellCo-President-$0--
Katti KarasVice President-$0--
Jamie BarnaTreasurer-$0--
Tonya MerrillCorresponding Secretary-$0--
Maureen DugoRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wizards Basketball Game$24,152$24,152$3,120$21,032
Raise craze$16,190$16,190$560$15,630
Total Events$52,763$52,763$4,649$48,114
Filing and Contact Details

Filer

Filer Name
Blue Bell Elementary Pto
EIN
42-1690150
Address
801 SYMPHONY LN, BLUE BELL, PA 19422-1730

Signing Officer

Name
Jamie Barna
Title
HSA Tresurer
Phone
5704018140
Signed
2025-10-19
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Doing Business As Names

Blue Bell Elementary School

Part I, line 8

| Other Revenues:, Amount:| Fifth grade funds surplus, $1147| Late yearbook orders, $630| Musical set buy back, $120| Winter Dance ticket sales, $1725|

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Scholarship, grantee, "academic scholarship", $2000.00, No Relationship|

Part I, line 16

| Other Expenses:, Amount:| Educational Assemblies, $5340.00| Enhancing the student experience with school events, $7734.00| School Decor Principal Discretion Subscriptions Behavior Initiative, $5358.00| Staff Appreciation: Lunches Stipends Gift Cards Lounge items, $10052.00| New playground equipment, $20670.00| Books Field Day t-shirts yearbooks for graduating fifth graders, $10623.00| Music Department supplies Musical costumes set and decorations, $2598.00| Library expenses Reading Olympics registration fee, $1345.00| Classroom Materials: Agenda Books folders, $2911.00|

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Blue Bell Elementary School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Revenues:, Amount:| Fifth grade funds surplus, $1147| Late yearbook orders, $630| Musical set buy back, $120| Winter Dance ticket sales, $1725|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Scholarship, grantee, "academic scholarship", $2000.00, No Relationship|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Other Expenses:, Amount:| Educational Assemblies, $5340.00| Enhancing the student experience with school events, $7734.00| School Decor Principal Discretion Subscriptions Behavior Initiative, $5358.00| Staff Appreciation: Lunches Stipends Gift Cards Lounge items, $10052.00| New playground equipment, $20670.00| Books Field Day t-shirts yearbooks for graduating fifth graders, $10623.00| Music Department supplies Musical costumes set and decorations, $2598.00| Library expenses Reading Olympics registration fee, $1345.00| Classroom Materials: Agenda Books folders, $2911.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Barna
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HSA Tresurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05704018140
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE BELL ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0421690150
ReturnHeader/Filer/ForeignPhoneNum02156198102
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 SYMPHONY LN
ReturnHeader/Filer/USAddress/CityNm0BLUE BELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0194221730
ReturnHeader/ReturnTs02025-10-17T11:50:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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