Liabilities / Assets
44th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2021 • EIN 23-1999628
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
44th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
44th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Assets
Down$322,191
Down $43,632 (-12%) from 2020
Net Assets
Down$322,191
Down $43,632 (-12%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Down$96,502
Down $96,377 (-50%) from 2020
Expenses
Down$139,915
Down $52,008 (-27%) from 2020
Net Income
Down-$43,413
Down $44,369 (-4641%) from 2020
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $365,823 | $322,191 | ▼ $43,632 |
| Savings and Temporary Cash Investments | $282,382 | $261,718 | ▼ $20,664 |
| Investments in Publicly Traded Securities | $44,438 | $44,438 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $35,653 | $15,364 | ▼ $20,289 |
| Land, Buildings, and Equipment, Net | $2,375 | $0 | ▼ $2,375 |
| Prepaid Expenses and Deferred Charges | $975 | $671 | ▼ $304 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $365,823 | $322,191 | ▼ $43,632 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $365,823 | $322,191 | ▼ $43,632 |
| Total Liabilities and Net Assets / Fund Balance | $365,823 | $322,191 | ▼ $43,632 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $0 | $9,000 | $9,000 |
| Name | Title |
|---|---|
| Laronda Lockhart Keene | Jedi Committee Chair |
| Chrissy Dashner | President |
| Paula Mcnamara | Vice President |
| Brianna Brim | Comission on Legislation and Advoacacy |
| Traci Herc | Commission on Conference |
| Miranda Virone | Commission on Education |
| Dawn Bieber | Commission on Membership and Education |
| Danielle Makadon-malone | Commission on Practice CHA |
| Dee Anderson | District 1 Officer |
| Mark Bianco | District 2 Officer |
| Melanie Brock | District 3 Officer |
| Ashley Binkowski | District 5 Officer |
| Brian Mohoney | District 6 Officer |
| Amy Vantassel | District 7 Officer |
| Amy Fatulla | Ota Representative at Large |
| Katie Lansiedel | Secretary |
| Michael Fantuzzo | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $132,315 |
| Grants and Similar Amounts Paid | $7,600 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | - | - | - | $53,773 |
| Conferences and Meetings | - | - | - | $19,721 |
| Grants to Domestic Individuals | - | - | - | $7,600 |
| Fees for Services Legal | - | - | - | $6,900 |
| Office Expenses | - | - | - | $4,575 |
| Depreciation Depletion | - | - | - | $2,375 |
| Other Expenses | - | - | - | $1,884 |
| Insurance | - | - | - | $902 |
| Total Functional Expenses | $0 | $0 | $0 | $139,915 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Amount |
|---|---|
| Total Nondeductible Lobbying and Political Cost | $47,238 |
| Current Year Nondeductible Lobbying and Political Cost | $46,332 |
“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.”
“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.”
“A copy of form 990 is provided to the officers for review prior to submitting.”
“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.”
“Governing documents, conflict of interest policy and financial statements are available to the public upon written request.”
“Other professional services 53,773.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | WE ENVISION A GROWING, DYNAMIC MEMBERSHIP THAT CONTINUOUSLY PROMOTES THE RECOGNITION, PRESERVATION, AND ADVANCEMENT OF OCCUPATIONAL THERAPY IN THE COMMONWEALTH OF PENNSYLVANIA. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CHRISSY DASHNER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6109920009 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 WEST GERMANTOWN PIKE NO 400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PLYMOUTH MEETING |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19462 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 35653 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 15364 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 19721 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 68880 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 7600 |
| IRS990/CYInvestmentIncomeAmt | 0 | 136 |
| IRS990/CYOtherExpensesAmt | 0 | 132315 |
| IRS990/CYOtherRevenueAmt | 0 | 11033 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 16453 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -43413 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 139915 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 96502 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 2375 |
| IRS990/Desc | 0 | EDUCATION AND TRAINING. EACH OF OUR ACTIVE DISTRICTS HELD TWO EDUCATIONAL EVENTS. ADDITIONALLY, WE HELD OUR ANNUAL CONFERENCE THAT WAS ATTENDED BY OVER 400 OCCUPATIONAL THERAPY PRACTITIONERS AND 180 OCCUPATIONAL THERAPY STUDENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 6900 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 53773 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | AMY FATULLA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MIRANDA VIRONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MELANIE BROCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARK BIANCO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LARONDA LOCKHART KEENE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAWN BIEBER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | DANIELLE MAKADON-MALONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | BRIANNA BRIM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | AMY VANTASSEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ASHLEY BINKOWSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | BRIAN MOHONEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | DEE ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CHRISSY DASHNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | TRACI HERC |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MICHAEL FANTUZZO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | PAULA MCNAMARA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | KATIE LANSIEDEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | OTA REPRESENTATIVE AT LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | COMMISSION ON EDUCATION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DISTRICT 3 OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DISTRICT 2 OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | JEDI COMMITTEE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | COMMISSION ON MEMBERSHIP AND EDUCATION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | COMMISSION ON PRACTICE CHA |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | COMISSION ON LEGISLATION AND ADVOACACY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DISTRICT 7 OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DISTRICT 5 OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DISTRICT 6 OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DISTRICT 1 OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | COMMISSION ON CONFERENCE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | SECRETARY |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1995 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 17 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 7600 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 96502 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 902 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 136 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 136 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 44438 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 44438 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 9000 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2375 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 9000 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 68880 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 365823 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 322191 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 4575 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ASSOCIATION MANAGEMENT/ |
| IRS990/OtherExpensesGrp/Desc | 1 | WEBSITE |
| IRS990/OtherExpensesGrp/Desc | 2 | DISTRICT |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 35555 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 6630 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1884 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS REVENUE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11033 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 11033 |
| IRS990/OtherRevenueTotalAmt | 0 | 11033 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | FUNDING 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/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A COPY OF FORM 990 IS PROVIDED TO THE OFFICERS FOR REVIEW PRIOR TO SUBMITTING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | OTHER PROFESSIONAL SERVICES 53,773. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART IX, LINE 11G |
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| IRS990/USAddress/CityNm | 0 | PLYMOUTH MEETING |
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| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PENN |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2000 MARKET STREET SUITE 500 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.