Civic Intelligence

Pennsylvania Occupational Therapy Assoc Inc

990 • Fiscal year 2020 • EIN 23-1999628

Jul 01, 2019 to Jun 30, 2020 • Filed on May 16, 2021

600 West Germantown Pike No 400Plymouth Meeting, PA 19462

(610) 992-0009

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

0.5%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.1%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

5.9%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$365,823

Up $284 (+0.1%) from 2019

Net Assets

Up

$365,823

Up $775 (+0.2%) from 2019

Liabilities

Down

$0

Down $491 (-100%) from 2019

Revenue

Up

$192,879

Up $10,694 (+5.9%) from 2019

Expenses

Down

$191,923

Down $726 (-0.4%) from 2019

Net Income

Up

$956

Up $11,420 (+109%) from 2019

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

2020

Assets$365,823
Liabilities$0
Net Assets$365,823

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

2020

Revenue$192,879
Expenses$191,923
Net Income$956
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 16, 2021
Return Version
2019v5.2
Gross Receipts
$192,879
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$365,048$365,823▲ $775
Savings and Temporary Cash Investments$297,226$282,382▼ $14,844
Investments in Publicly Traded Securities$44,438$44,438→ $0
Cash and Non-Interest-Bearing Accounts$18,500$35,653▲ $17,153
Land, Buildings, and Equipment, Net$5,375$2,375▼ $3,000
Prepaid Expenses and Deferred Charges-$975-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$365,539$365,823▲ $284
Liabilities
Accounts Payable and Accrued Expenses$491--
Total Liabilities$491$0▼ $491
Net Assets / Fund Balance
Total Net Assets Fund Balance$365,048$365,823▲ $775
Total Liabilities and Net Assets / Fund Balance$365,539$365,823▲ $284

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,375$6,625$9,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy GerneyPresident
Paula McnamaraVice President
Chrissy DashnerComission on Legislation a
Traci HercCommission on Conference C
Ellen MclaughlinCommission on Education Ch
Michele MarshinaCommission on Practice CHA
Amy FatullaDistrict Delegate
Amy VantasselDistrict Delegate
Ashley BinkowskiDistrict Delegate
Ashley VancowskiDistrict Delegate
Dee AndersonDistrict Delegate
Jennifer LennonDistrict Delegate
Katie LansiedelDistrict Delegate
Linda HarrisDistrict Delegate
Krysta RivesOta Representative at Larg
Elizabeth DeiuliisSecretary
Karlie AshcroftStudent Representative
Michael FantuzzoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,142
Program Service Revenue
$114,786
Investment Income
$451
Other Revenue
$3,500
Change in Net Assets
$956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,923
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$88,198
Fees for Services Other---$30,976
Office Expenses---$9,894
Fees for Services Legal---$7,200
Grants to Domestic Individuals---$7,000
Other Expenses---$3,129
Depreciation Depletion---$3,000
Insurance---$257
Total Functional Expenses$0$0$0$191,923
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$410
Fundraising Direct Expenses$0
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$27,597
Total Nondeductible Lobbying and Political Cost$27,597
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 NO 400, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Amy Gerney
Title
President
Phone
6109920009
Signed
2021-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Gerney
Formed
1995
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
60

Preparer

Firm
Friedman Llp
Address
2000 MARKET STREET SUITE 500, PHILADELPHIA, PA 19103
Preparer
Denise Mcknight
Phone
2154969200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional services 30,976.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt074142
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0365048
IRS990/NetAssetsOrFundBalancesEOYAmt0365823
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0410
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0410
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt09894
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ASSOCIATION MANAGEMENT/
IRS990/OtherExpensesGrp/Desc1DISTRICT
IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/TotalAmt030367
IRS990/OtherExpensesGrp/TotalAmt17412
IRS990/OtherExpensesGrp/TotalAmt24490
IRS990/OtherExpensesGrp/TotalAmt33129
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03090
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03090
IRS990/OtherRevenueTotalAmt03090
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0975
IRS990/PrincipalOfficerNm0AMY GERNEY
IRS990/PriorPeriodAdjustmentsAmt0-181
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1DISTRICT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0110786
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0110786
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14000
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/RevenueAmt04000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt073394
IRS990/PYGrantsAndSimilarPaidAmt07260
IRS990/PYInvestmentIncomeAmt0286
IRS990/PYOtherExpensesAmt0185389
IRS990/PYOtherRevenueAmt04349
IRS990/PYProgramServiceRevenueAmt0104156
IRS990/PYRevenuesLessExpensesAmt0-10464
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0192649
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0182185
IRS990/ReconcilationRevenueExpnssAmt0956
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0113876
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0365048
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0365823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297226
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0282382
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt027597
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt026691
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt027597
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt027597
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-906
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02375
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06625
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02375
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
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/ExplanationTxt5OTHER PROFESSIONAL SERVICES 30,976.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0365539
IRS990/TotalAssetsEOYAmt0365823
IRS990/TotalAssetsGrp/BOYAmt0365539
IRS990/TotalAssetsGrp/EOYAmt0365823
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt074142
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191923
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0491
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0491
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0365048
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0365823
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0114786
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0861
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117876
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192879
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0365539
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0365823
IRS990/TotReportableCompRltdOrgAmt00
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/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.POTA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY GERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109920009
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0231999628

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