Civic Intelligence

Pennsylvania Occupational Therapy Assoc Inc

990 • Fiscal year 2017 • EIN 23-1999628

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

600 West Germantown Pike No 400Plymouth Meeting, PA 19462

(800) 871-7682

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

5.8%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.4%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

27%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$380,188

Up $12,416 (+3.4%) from 2016

Net Assets

Up

$380,188

Up $12,495 (+3.4%) from 2016

Liabilities

Down

$0

Down $79 (-100%) from 2016

Revenue

Up

$216,420

Up $46,354 (+27%) from 2016

Expenses

Up

$203,925

Up $39,945 (+24%) from 2016

Net Income

Up

$12,495

Up $6,409 (+105%) from 2016

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

2017

Assets$380,188
Liabilities$0
Net Assets$380,188

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

2017

Revenue$216,420
Expenses$203,925
Net Income$12,495
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$216,420
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
Rtn Earn Endowment Incm Other Fnds$367,693$380,188▲ $12,495
Cash and Non-Interest-Bearing Accounts$265,529$276,070▲ $10,541
Savings and Temporary Cash Investments$61,478$61,038▼ $440
Investments in Publicly Traded Securities$40,765$43,080▲ $2,315
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$367,772$380,188▲ $12,416
Liabilities
Other Liabilities$79$0▼ $79
Total Liabilities$79$0▼ $79
Net Assets / Fund Balance
Total Net Assets Fund Balance$367,693$380,188▲ $12,495
Total Liabilities and Net Assets / Fund Balance$367,772$380,188▲ $12,416
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy GerneyPresident
Bobby WalshVice President
Michele BaunCommission on Conference C
Ellen MclaughlinCommission on Education Ch
Michele MarshinaCommission on Practice CHA
Jennifer LennonDistrict Delegate
Lindsey BussDistrict Delegate
Paula McnamaraDistrict Delegate
Samatha PanighettiDistrict Delegate
Tara MarshallDistrict Delegate
Carolyn CollinsOta Representative at Larg
Elizabeth DeiuliisSecretary
Caitlin CadematoriStudent Representative
Susan SantaluciaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,251
Program Service Revenue
$133,561
Investment Income
$59
Other Revenue
$549
All Other Contributions
$12,173
Change in Net Assets
$12,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,995
Grants and Similar Amounts Paid$6,930
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$94,785
Fees for Services Lobbying---$25,212
Office Expenses---$10,423
Fees for Services Legal---$7,200
Grants to Domestic Individuals---$6,930
Other Expenses---$5,804
Advertising---$5,310
Travel---$3,954
Fees for Services Accounting---$2,000
Insurance---$1,534
All Other Expenses---$481
Total Functional Expenses$0$0$0$203,925
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$25,212
Total Nondeductible Lobbying and Political Cost$25,212
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 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
8008717682
Address
600 WEST GERMANTOWN PIKE NO 400, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Amy Gerney
Title
President
Phone
8008717682
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Gerney
Formed
1995
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
60

Preparer

Firm
Friedman Llp
Address
2000 MARKET STREET SUITE 500, PHILADELPHIA, PA 19103
Preparer
Denise Mcknight
Phone
2154969200
Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0WE ENVISION A GROWING, DYNAMIC MEMBERSHIP THAT CONTINUOUSLY PROMOTES THE RECOGNITION, PRESERVATION, AND ADVANCEMENT OF OCCUPATIONAL THERAPY IN THE COMMONWEALTH OF PENNSYLVANIA.
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IRS990/Desc0EDUCATION AND TRAINING. EACH OF OUR ACTIVE DISTRICTS HELD TWO EDUCATIONAL EVENTS. ADDITIONALLY, WE HELD OUR ANNUAL CONFERENCE THAT WAS ATTENDED BY OVER 200 OCCUPATIONAL THERAPY PRACTITIONERS AND 180 OCCUPATIONAL THERAPY STUDENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/ProgramServiceRevenueGrp/Desc1DISTRICT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2CAREER CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0111876
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117368
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0111876
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24317
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.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017368
IRS990/ProgSrvcAccomActy3Grp/Desc0JOB PLACEMENTS
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04317
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt067027
IRS990/PYGrantsAndSimilarPaidAmt013000
IRS990/PYInvestmentIncomeAmt057
IRS990/PYOtherExpensesAmt0150980
IRS990/PYOtherRevenueAmt0400
IRS990/PYProgramServiceRevenueAmt0102582
IRS990/PYRevenuesLessExpensesAmt06086
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0163980
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0170066
IRS990/ReconcilationRevenueExpnssAmt012495
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0111876
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0367693
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0380188
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061478
IRS990/SavingsAndTempCashInvstGrp/EOYAmt061038
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt025212
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt070078
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt025212
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt025212
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06930
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0367772
IRS990/TotalAssetsEOYAmt0380188
IRS990/TotalAssetsGrp/BOYAmt0367772
IRS990/TotalAssetsGrp/EOYAmt0380188
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt082251
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203925
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt079
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt079
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0367693
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0380188
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0133561
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216420
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0367772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0380188
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03954
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 WEST GERMANTOWN PIKE NO 400
IRS990/USAddress/CityNm0PLYMOUTH MEETING
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019462
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.POTA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY GERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008717682
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0231999628
ReturnHeader/Filer/PhoneNum08008717682
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 WEST GERMANTOWN PIKE NO 400
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019462
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07DD2C7B4F006BFA351809ED39562A72A80BF178E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00A897083EFA92C162BB7591DE6A995E17C3728B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.221.158
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:39:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131610809
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/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE MCKNIGHT
ReturnHeader/ReturnTs02018-05-14T08:50:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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