Civic Intelligence

Pennsylvania Occupational Therapy Assoc Inc

990 • Fiscal year 2016 • EIN 23-1999628

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

610 Freedom Business Center No 400King Of Prussia, PA 19406

(610) 992-0009

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

3.6%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

1.7%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$367,772

Up $6,165 (+1.7%) from 2015

Net Assets

Up

$367,693

Up $6,086 (+1.7%) from 2015

Liabilities

Up

$79

Up $79 from 2015

Revenue

Down

$170,066

Down $48,505 (-22%) from 2015

Expenses

Down

$163,980

Down $32,725 (-17%) from 2015

Net Income

Down

$6,086

Down $15,780 (-72%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$367,772
Liabilities$79
Net Assets$367,693

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$170,066
Expenses$163,980
Net Income$6,086
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$170,066
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$361,607$367,693▲ $6,086
Cash and Non-Interest-Bearing Accounts$257,706$265,529▲ $7,823
Savings and Temporary Cash Investments$63,921$61,478▼ $2,443
Investments in Publicly Traded Securities$39,980$40,765▲ $785
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$361,607$367,772▲ $6,165
Liabilities
Other Liabilities$0$79▲ $79
Total Liabilities$0$79▲ $79
Net Assets / Fund Balance
Total Net Assets Fund Balance$361,607$367,693▲ $6,086
Total Liabilities and Net Assets / Fund Balance$361,607$367,772▲ $6,165
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary MuhlenhauptPresident
Dawn Clayton BieberVice President (former)
Adel HergeCommission on Conference C
Amy GerneyCommission on Education Ch
Michele MarshinaCommission on Practice CHA
Alysa ScavoneDistrict Delegate
Amy BrzuzDistrict Delegate
Cindy GorilDistrict Delegate
Karen GualtieriDistrict Delegate
Lynne HuberDistrict Delegate
Sarah FordDistrict Delegate
Sheila WilsonDistrict Delegate
Carolyn CollinsOta Representative at Larg
Cheri DottererSecretary
Jennifer BennisStudent Representative
Tami LevengoodTreasurer
Susan SantaluciaTreasurer-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$67,027
Program Service Revenue
$102,582
Investment Income
$57
Other Revenue
$400
All Other Contributions
$1,432
Change in Net Assets
$6,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,980
Grants and Similar Amounts Paid$13,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$61,694
Fees for Services Lobbying---$24,988
Grants to Domestic Individuals---$13,000
Office Expenses---$7,854
Advertising---$7,284
Fees for Services Legal---$7,200
Travel---$4,393
Other Expenses---$3,488
Fees for Services Accounting---$2,750
Insurance---$1,534
Total Functional Expenses$0$0$0$163,980
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
Current Year Nondeductible Lobbying and Political Cost$24,988
Total Nondeductible Lobbying and Political Cost$24,988
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Potpac Clearing$79
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 priveledges.

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 11

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 corporations 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 ones 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
610 FREEDOM BUSINESS CENTER NO 400, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Mary Muhlenhaupt
Title
President
Phone
6109920009
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Muhlenhaupt
Formed
1995
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
60

Preparer

Firm
Friedman Llp
Address
2000 MARKET STREET SUITE 500, PHILADELPHIA, PA 19103
Preparer
Denise Mcknight
Phone
2154969200
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IRS990/ProgramServiceRevenueGrp/Desc1DISTRICT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2CAREER CENTER
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IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDING OF SEVEN DISTRICT OFFICES FOR THEIR OPERATING EXPENSES WHICH SERVES APPROXIMATELY 1300 MEMBERS
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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 PRIVELEDGES.
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 CORPORATIONS 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 ONES 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 11
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/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0KING OF PRUSSIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019406
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.POTA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MUHLENHAUPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109920009
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
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ReturnHeader/Filer/BusinessNameControlTxt0PENN
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 MARKET STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02154969200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE MCKNIGHT
ReturnHeader/ReturnTs02017-05-15T13:16:21-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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