Civic Intelligence

Pennsylvania Occupational Therapy Assoc

EIN 23-1999628 • 501(c)6 • Plymouth Meeting, PA

Profile

Pota is a member driven organization that promotes excellence within occupational therapy by advocating for the profession, facilitating quality professional development, and preserving the scope of practice.we create benefits that keep members informed about evolving issues affecting practice, provide resources for leadership and networking, and promote consumer access to high-quality occupational therapy services.

600 West Germantown Pike 400Plymouth Meeting, PA 19462

www.pota.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.16x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-4.7%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$112,104

Up $11,256 (+11%) from 2023

Liabilities

Up

$17,726

Up $17,726 from 2023

Net Assets

Down

$94,378

Down $6,470 (-6.4%) from 2023

Revenue

Down

$136,959

Down $36,117 (-21%) from 2023

Expenses

Up

$143,429

Up $5,034 (+3.6%) from 2023

Net Income

Down

-$6,470

Down $41,151 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $150,312Liabilities 2011: $0Net Assets 2011: $150,3122011Assets 2012: $209,398Liabilities 2012: $2,395Net Assets 2012: $207,0032012Assets 2013: $288,557Liabilities 2013: $11,448Net Assets 2013: $277,1092013Assets 2014: $339,741Liabilities 2014: $0Net Assets 2014: $339,7412014Assets 2015: $361,607Liabilities 2015: $0Net Assets 2015: $361,6072015Assets 2016: $367,772Liabilities 2016: $79Net Assets 2016: $367,6932016Assets 2017: $380,188Liabilities 2017: $0Net Assets 2017: $380,1882017Assets 2018: $376,066Liabilities 2018: $224Net Assets 2018: $375,8422018Assets 2019: $365,539Liabilities 2019: $491Net Assets 2019: $365,0482019Assets 2020: $365,823Liabilities 2020: $0Net Assets 2020: $365,8232020Assets 2021: $322,191Liabilities 2021: $0Net Assets 2021: $322,1912021Assets 2022: $113,405Liabilities 2022: $0Net Assets 2022: $113,4052022Assets 2023: $100,848Liabilities 2023: $0Net Assets 2023: $100,8482023Assets 2024: $112,104Liabilities 2024: $17,726Net Assets 2024: $94,3782024

Highlighted filing

2024

Assets$112,104
Liabilities$17,726
Net Assets$94,378

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $207,962Expenses 2011: $148,025Net Income 2011: $59,9372011Revenue 2012: $188,209Expenses 2012: $131,518Net Income 2012: $56,6912012Revenue 2013: $211,571Expenses 2013: $141,465Net Income 2013: $70,1062013Revenue 2014: $275,504Expenses 2014: $212,872Net Income 2014: $62,6322014Revenue 2015: $218,571Expenses 2015: $196,705Net Income 2015: $21,8662015Revenue 2016: $170,066Expenses 2016: $163,980Net Income 2016: $6,0862016Revenue 2017: $216,420Expenses 2017: $203,925Net Income 2017: $12,4952017Revenue 2018: $176,890Expenses 2018: $181,977Net Income 2018: -$5,0872018Revenue 2019: $182,185Expenses 2019: $192,649Net Income 2019: -$10,4642019Revenue 2020: $192,879Expenses 2020: $191,923Net Income 2020: $9562020Revenue 2021: $96,502Expenses 2021: $139,915Net Income 2021: -$43,4132021Revenue 2022: $84,971Expenses 2022: $293,757Net Income 2022: -$208,7862022Revenue 2023: $173,076Expenses 2023: $138,395Net Income 2023: $34,6812023Revenue 2024: $136,959Expenses 2024: $143,429Net Income 2024: -$6,4702024

Highlighted filing

2024

Revenue$136,959
Expenses$143,429
Net Income-$6,470

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.18$0.94$1.37$1.43$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.73$1.38$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.85$2.94$2.09
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.97$1.40$0.43
2020Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$1.93$1.92$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.65$1.82$1.93$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$1.77$1.82$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$2.16$2.04$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.70$1.64$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$2.19$1.97$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$2.76$2.13$0.63
2013Summary only. Only limited summary data is available for this year.$2.89$0.11$2.77$2.12$1.41$0.70
2012Summary only. Only limited summary data is available for this year.$2.09$0.02$2.07$1.88$1.32$0.57
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$2.08$1.48$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$136,959
Mission and Program Overview

Mission

To advocate for, serve, and represent a membership of pa occupational therapy practitioners for the purpose of: preserving and advancing the scope of practice, insuring access to occupational therapy services and providing a forum for life long professional learning.

We envision a growing, dynamic membership that continuously promotes the recognition, preservation, and advancement of occupational therapy in the commonwealth of pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$75,057$100,229▲ $25,172
Rtn Earn Endowment Incm Other Fnds$100,848$94,378▼ $6,470
Savings and Temporary Cash Investments$15,791$11,875▼ $3,916
Investments in Publicly Traded Securities$10,000--
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$100,848$112,104▲ $11,256
Liabilities
Accounts Payable and Accrued Expenses-$17,726-
Total Liabilities$0$17,726▲ $17,726
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,848$94,378▼ $6,470
Total Liabilities and Net Assets / Fund Balance$100,848$112,104▲ $11,256
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laronda Lockhart KeeneJedi Committee Chair
Chrissy DashnerPresident
Michael FantuzzoVice President
Brianna BrimComission on Legislation
Puja Gellerman to 022024Comission on Legislation
Nikki LaveryCommission on Conference
Miranda Virone to 062024Commission on Education
Sara LoescheCommission on Education
Dawn BieberCommission on Membership
Paula McnamaraCommission on Practice
Dee AndersonDistrict 1 Officer
Kasey StepanskyDistrict 2 Officer
Melanie BrockDistrict 3 Officer
Lauren SponsellarDistrict 5 Officer
Brian MohoneyDistrict 6 Officer
Lindsay ChurchDistrict 7 Officer
Amy FatullaOta Representative
Katie LansiedelSecretary
Ann Cook to 122023Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$131,599
Investment Income
$0
Other Revenue
$5,360
Change in Net Assets
$-6,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,429
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$78,342
Office Expenses---$22,893
Fees for Services Lobbying---$7,716
Fees for Services Legal---$6,759
Interest---$3,435
Grants to Domestic Individuals---$3,000
Fees for Services Accounting---$2,625
Other Expenses---$850
Occupancy---$479
Insurance---$257
Advertising---$102
All Other Expenses---$81
Fees for Services Other---$41
Total Functional Expenses$0$0$0$143,429
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$211,091
Current Year Nondeductible Lobbying and Political Cost$7,716
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has levels of membership based upon whether they are a professional member, student member, or supporting member. All members are given the same rights and privileges.

Form 990, Part VI, Section A, Line 7A

The organization has levels of membership based upon whether they are a professional member, student member, or supporting member. All members are given the same rights and priveledges.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to the officers for review prior to submitting.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires that any director, officer, or key employee of the pennsylvania occupational therapy association, inc. Who has an interest in a contract or other transaction presented to the board of directors or a committee thereof for authorization, approval, or ratification, shall make a prompt and full disclosure of that interest to the board or committee thereof prior to its acting on such contract or transaction. Such disclosure shall include any relevant and material facts known to such person about the contract or transaction, which might reasonably be construed to be adverse to the corporation's interest. The board or committee thereof shall thereupon determine, by a vote of seventy-five percent (75%) of the votes entitled to vote, whether the disclosure shows that a conflict of interest exists or can reasonably be construed to exist. If a conflict is deemed to exist, such persons shall not vote on, nor use one's personal influence on, nor participate in (other than to present factual information or to respond to questions), the discussions or deliberations with respect to such contract or transaction. The persons covered by this policy will annually disclose to the president, on an annual disclosure form, their interests, and the interests of their family members, which may give rise to conflicts of interest, such as substantial business holdings or investments or transactions or affiliations with other organizations which may have business dealings with the association.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Occupational Therapy Assoc
EIN
23-1999628
Phone
6109920009
Address
600 WEST GERMANTOWN PIKE 400, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Chrissy Dashner
Title
President
Phone
6109920009
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chrissy Dashner
Formed
1995
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
30

Preparer

Firm
Cbiz Advisors LLC
Address
1601 MARKET ST 4TH FLOOR, PHILADELPHIA, PA 19103
Preparer
Aaron M Fox
Phone
2152972100
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IRS990/Form990PartVIISectionAGrp/TitleTxt0OTA REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMISSION ON EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt2DISTRICT 3 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3JEDI COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMISSION ON MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMISSION ON LEGISLATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6DISTRICT 6 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DISTRICT 1 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10COMMISSION ON PRACTICE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12COMMISSION ON CONFERENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DISTRICT 2 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DISTRICT 5 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DISTRICT 7 OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17COMMISSION ON EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt18COMISSION ON LEGISLATION
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IRS990/MissionDesc0POTA IS A MEMBER DRIVEN ORGANIZATION THAT PROMOTES EXCELLENCE WITHIN OCCUPATIONAL THERAPY BY ADVOCATING FOR THE PROFESSION, FACILITATING QUALITY PROFESSIONAL DEVELOPMENT, AND PRESERVING THE SCOPE OF PRACTICE.WE CREATE BENEFITS THAT KEEP MEMBERS INFORMED ABOUT EVOLVING ISSUES AFFECTING PRACTICE, PROVIDE RESOURCES FOR LEADERSHIP AND NETWORKING, AND PROMOTE CONSUMER ACCESS TO HIGH-QUALITY OCCUPATIONAL THERAPY SERVICES.
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IRS990/OtherExpensesGrp/TotalAmt11811
IRS990/OtherExpensesGrp/TotalAmt21200
IRS990/OtherExpensesGrp/TotalAmt3850
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IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDING OF SEVEN DISTRICT OFFICES FOR THEIR OPERATING EXPENSES WHICH SERVES APPROXIMATELY 1300 MEMBERS. EACH ACTIVE DISTRICT HOLDS REGULARLY SCHEDULED NETWORKING MEETINGS AS WELL AS OPPORTUNITIES FOR CONTINUING EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS LEVELS OF MEMBERSHIP BASED UPON WHETHER THEY ARE A PROFESSIONAL MEMBER, STUDENT MEMBER, OR SUPPORTING MEMBER. ALL MEMBERS ARE GIVEN THE SAME RIGHTS AND PRIVILEGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS LEVELS OF MEMBERSHIP BASED UPON WHETHER THEY ARE A PROFESSIONAL MEMBER, STUDENT MEMBER, OR SUPPORTING MEMBER. ALL MEMBERS ARE GIVEN THE SAME RIGHTS AND PRIVELEDGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO THE OFFICERS FOR REVIEW PRIOR TO SUBMITTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE OF THE PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION, INC. WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION, SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THAT INTEREST TO THE BOARD OR COMMITTEE THEREOF PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION, WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BOARD OR COMMITTEE THEREOF SHALL THEREUPON DETERMINE, BY A VOTE OF SEVENTY-FIVE PERCENT (75%) OF THE VOTES ENTITLED TO VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSONS SHALL NOT VOTE ON, NOR USE ONE'S PERSONAL INFLUENCE ON, NOR PARTICIPATE IN (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS), THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE TO THE PRESIDENT, ON AN ANNUAL DISCLOSURE FORM, THEIR INTERESTS, AND THE INTERESTS OF THEIR FAMILY MEMBERS, WHICH MAY GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS SUBSTANTIAL BUSINESS HOLDINGS OR INVESTMENTS OR TRANSACTIONS OR AFFILIATIONS WITH OTHER ORGANIZATIONS WHICH MAY HAVE BUSINESS DEALINGS WITH THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalVolunteersCnt030
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IRS990/USAddress/AddressLine1Txt0600 WEST GERMANTOWN PIKE 400
IRS990/USAddress/CityNm0PLYMOUTH MEETING
IRS990/USAddress/StateAbbreviationCd0PA
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IRS990/VotingMembersGoverningBodyCnt017
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IRS990/WebsiteAddressTxt0POTA.SITE-YM.COM
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISSY DASHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109920009
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA OCCUPATIONAL THERAPY ASSOC
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ReturnHeader/Filer/BusinessNameControlTxt0PENN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 MARKET ST 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02152972100

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