Civic Intelligence

Pennsylvania Assistive Technology Foundation

990 • Fiscal year 2020 • EIN 23-2953796

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 01, 2020

Organization ProfileWWW.PATF.US

View Organization Page

1004 W 9th Avenue First FloorKing Of Prussia, PA 19406

(484) 674-0506

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.19x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.70x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$189,476

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

75th percentile

21%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$5,787,985

Up $1,017,772 (+21%) from 2019

Net Assets

Up

$4,669,556

Up $260,928 (+5.9%) from 2019

Liabilities

Up

$1,118,429

Up $756,844 (+209%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin78th percentile

Revenue

Up

$1,602,891

Up $426,185 (+36%) from 2019

Expenses

Up

$1,225,982

Up $212,716 (+21%) from 2019

Net Income

Up

$376,909

Up $213,469 (+131%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,850,042Liabilities 2011: $56,583Net Assets 2011: $2,793,4592011Assets 2012: $2,681,256Liabilities 2012: $42,480Net Assets 2012: $2,638,7762012Assets 2013: $3,452,124Liabilities 2013: $538,618Net Assets 2013: $2,913,5062013Assets 2014: $3,597,176Liabilities 2014: $340,835Net Assets 2014: $3,256,3412014Assets 2015: $4,216,720Liabilities 2015: $835,350Net Assets 2015: $3,381,3702015Assets 2016: $4,140,856Liabilities 2016: $674,712Net Assets 2016: $3,466,1442016Assets 2017: $4,716,636Liabilities 2017: $614,708Net Assets 2017: $4,101,9282017Assets 2018: $4,569,254Liabilities 2018: $357,271Net Assets 2018: $4,211,9832018Assets 2019: $4,770,213Liabilities 2019: $361,585Net Assets 2019: $4,408,6282019Assets 2020: $5,787,985Liabilities 2020: $1,118,429Net Assets 2020: $4,669,5562020Assets 2021: $4,660,360Liabilities 2021: $490,028Net Assets 2021: $4,170,3322021Assets 2022: $5,123,127Liabilities 2022: $521,577Net Assets 2022: $4,601,5502022Assets 2023: $3,687,655Liabilities 2023: $275,830Net Assets 2023: $3,411,8252023Assets 2024: $3,200,976Liabilities 2024: $383,098Net Assets 2024: $2,817,8782024

Highlighted filing

2020

Assets$5,787,985
Liabilities$1,118,429
Net Assets$4,669,556
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $683,113Expenses 2011: $610,684Net Income 2011: $72,4292011Expenses 2012: $542,0052012Revenue 2013: $779,874Expenses 2013: $612,973Net Income 2013: $166,9012013Revenue 2014: $948,019Expenses 2014: $675,977Net Income 2014: $272,0422014Revenue 2015: $854,478Expenses 2015: $767,653Net Income 2015: $86,8252015Revenue 2016: $801,769Expenses 2016: $734,488Net Income 2016: $67,2812016Revenue 2017: $1,339,519Expenses 2017: $739,975Net Income 2017: $599,5442017Revenue 2018: $951,541Expenses 2018: $859,519Net Income 2018: $92,0222018Revenue 2019: $1,176,706Expenses 2019: $1,013,266Net Income 2019: $163,4402019Revenue 2020: $1,602,891Expenses 2020: $1,225,982Net Income 2020: $376,9092020Revenue 2021: $1,824,548Expenses 2021: $1,272,706Net Income 2021: $551,8422021Revenue 2022: $2,516,283Expenses 2022: $1,646,515Net Income 2022: $869,7682022Revenue 2023: $1,608,453Expenses 2023: $1,862,324Net Income 2023: -$253,8712023Revenue 2024: $1,496,538Expenses 2024: $2,054,093Net Income 2024: -$557,5552024

Highlighted filing

2020

Revenue$1,602,891
Expenses$1,225,982
Net Income$376,909
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2020
Return Version
2019v5.1
Gross Receipts
$1,602,891
Mission and Program Overview

Mission

Patf provides education and financing opportunities, and advocates for people with disabilities and older pennsylvanians, helping them to acquire assistive technology devices and services that improve the quality of their lives.

To provide education and financing opportunities for people with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,964,821$4,745,640▲ $780,819
Savings and Temporary Cash Investments$339,472$492,859▲ $153,387
Other Notes and Loans Receivable, Net$237,420$235,610▼ $1,810
Accounts Receivable$157,577$228,788▲ $71,211
Cash and Non-Interest-Bearing Accounts$54,621$71,379▲ $16,758
Land, Buildings, and Equipment, Net$10,301$8,583▼ $1,718
Prepaid Expenses and Deferred Charges$2,670$1,795▼ $875
Total Assets$4,770,213$5,787,985▲ $1,017,772
Other Assets Total$3,331$3,331→ $0
Liabilities
Deferred Revenue-$619,000-
Unsecured Notes Loans Payable$300,000$414,700▲ $114,700
Accounts Payable and Accrued Expenses$58,585$81,729▲ $23,144
Other Liabilities$3,000$3,000→ $0
Total Liabilities$361,585$1,118,429▲ $756,844
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,809,024$3,941,016▲ $131,992
Net Assets With Donor Restrictions$599,604$728,540▲ $128,936
Total Net Assets Fund Balance$4,408,628$4,669,556▲ $260,928
Total Liabilities and Net Assets / Fund Balance$4,770,213$5,787,985▲ $1,017,772

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,372$22,346$27,718
Leasehold Improvements$3,211$2,419$5,630
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan TachauChief Executive OfficerFT$174,653$14,823$189,476

Board Members and Trustees

NameTitle
Derek Baker EsqImmediate Past President
Nancy MurrayPresident
Marylou KnabelVice-president
Peter KennedyVice-president
Dale VerchickDirector
David Gates EsqDirector
Jeffrey W CooperDirector
Katherine ReimDirector
Matthew SeeleyDirector
Tom GiamoniDirector
Wendy Harkins DavisDirector
Sybille DamasDirector as of August
Theresa JenkinsonDirector as of August
Tracey BakerDirector as of August
Josie BadgerDirector as of June
Kay TybergDirector as of June
Melissa RooneyDirector as of June
Amy BeckDirector Through December
Kevin KellyDirector Through October
Shirley Keith KnoxSecretary
Christine McginleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,380,021
Program Service Revenue
$0
Investment Income
$222,076
Other Revenue
$794
All Other Contributions
$83,593
Change in Net Assets
$376,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,582,082
Revenue Not Reported on Financial Statements
$20,809
Revenue Not Reported on Form 990
$-115,981
Total Revenue per Audited Statements
$1,466,101
Total Revenue per Form 990
$1,602,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$766,676
Other Expenses$459,306
Total Fundraising Expense$88,016
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$413,391$43,381$28,706$485,478
Current Officers, Directors, Trustees, and Key Employees$113,686$37,895$37,895$189,476
Fees for Services Other$133,125$1,045$2,730$136,900
Occupancy$42,947$6,490$5,274$54,711
Payroll Taxes$38,031$5,747$4,670$48,448
Office Expenses$29,649$4,480$3,805$37,934
Other Employee Benefits$27,802$3,523$2,630$33,955
Fees for Service Investment Mgmnt Fees$14,566$6,243-$20,809
Advertising$18,512--$18,512
Fees for Services Accounting$14,328$2,165$1,759$18,252
Pension Plan Contributions$8,910$404$5$9,319
Other Expenses$7,406--$7,406
Interest$6,819--$6,819
Travel$6,266--$6,266
Insurance$3,075$465$377$3,917
Conferences and Meetings$2,996$423-$3,419
Fees for Services Legal$2,557--$2,557
Depreciation Depletion$1,349$204$165$1,718
Total Functional Expenses$1,025,501$112,465$88,016$1,225,982

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,225,982
Expenses per Audited Statements$1,205,173
Total Expenses per Audited Statements$1,205,173
Expenses Not Reported on Financial Statements$20,809
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Funds Held$3,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The executive committee reviews and discusses the 990, which is then signed by an officer. The 990 is available to all board members to review.”

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

“The conflict of interest policy shall be reviewed by the board annually for the information and guidance of members of the board and officers, and brought to the attention of new members of the board and officers. In this connection, the board shall, by resolution, adopt a statement of policy for distribution to such members and officers explaining the obligations of such individuals under applicable law.”

Form 990, Part VI, Section B, Line 15

“The chief executive officer completes a self-evaluation to reflect on performance and goals established in the previous review and goals for the coming year. The self-evaluation is forwarded to the board along with comments from board members on accomplishments of the ceo. The board establishes a pay range which reflects the pay for comparable positions in the market of the foundation. The board will evaluate the pay range at least once every three years through other non-profit compensation studies or a commissioned study. The board president will meet with the ceo to complete the review, agree on goals and advise the ceo of the compensation decision.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“Minutes, by-laws, annual audit, the 990 and form 1023 are available to be reviewed upon request at the organizations location.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Assistive Technology
EIN
23-2953796
Phone
4846740506
Address
1004 W 9TH AVENUE FIRST FLOOR, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Susan Tachau
Title
Chief Executive Officer
Phone
4846740506
Signed
2020-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Tachau
Formed
1998
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
9
Volunteers
41

Preparer

Firm
Herbein Company Inc
Address
2763 CENTURY BOULEVARD, READING, PA 19610
Preparer
Linda S Himeback CPA
Phone
6103781175
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“It: program service expenses 1,875. Management and general expenses 283. Fundraising expenses 230. Total expenses 2,388. Payroll service: program service expenses 2,226. Management and general expenses 336. Fundraising expenses 273. Total expenses 2,835. Consultants: program service expenses 257. Management and general expenses 426. Fundraising expenses 2,227. Total expenses 2,910. Funding assistance contractors: program service expenses 90,786. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,786. Subcontractors: program service expenses 37,981. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,981.”

Financial Statement Notes

PART X, LINE 2:

“In accordance with generally accepted accounting principles, the foundation accounts for uncertain tax positions relative to unrelated business income, if any, as required.”

Raw XML AppendixShowing 400 of 624 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/Form990PartVIISectionAGrp/PersonNm3CHRISTINE MCGINLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4SHIRLEY KEITH KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm5DEREK BAKER ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSIE BADGER
IRS990/Form990PartVIISectionAGrp/PersonNm7TRACEY BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm8AMY BECK
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFFREY W COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm10SYBILLE DAMAS
IRS990/Form990PartVIISectionAGrp/PersonNm11WENDY HARKINS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID GATES ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM GIAMONI
IRS990/Form990PartVIISectionAGrp/PersonNm14THERESA JENKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm15KEVIN KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHERINE REIM
IRS990/Form990PartVIISectionAGrp/PersonNm17MELISSA ROONEY
IRS990/Form990PartVIISectionAGrp/PersonNm18MATTHEW SEELEY
IRS990/Form990PartVIISectionAGrp/PersonNm19KAY TYBERG
IRS990/Form990PartVIISectionAGrp/PersonNm20DALE VERCHICK
IRS990/Form990PartVIISectionAGrp/PersonNm21SUSAN TACHAU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21174653
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR AS OF JUNE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AS OF AUGUST
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR THROUGH DECEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR AS OF AUGUST
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR AS OF AUGUST
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR THROUGH OCTOBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR AS OF JUNE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR AS OF JUNE
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF EXECUTIVE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0134491
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt01296428
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0134491
IRS990/GrossReceiptsAmt01602891
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0377
IRS990/InsuranceGrp/ManagementAndGeneralAmt0465
IRS990/InsuranceGrp/ProgramServicesAmt03075
IRS990/InsuranceGrp/TotalAmt03917
IRS990/InterestGrp/ProgramServicesAmt06819
IRS990/InterestGrp/TotalAmt06819
IRS990/InvestmentIncomeGrp/ExclusionAmt087585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087585
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03964821
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04745640
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024765
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010301
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08583
IRS990/LandBldgEquipCostOrOtherBssAmt033348
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PATF PROVIDES EDUCATION AND FINANCING OPPORTUNITIES, AND ADVOCATES FOR PEOPLE WITH DISABILITIES AND OLDER PENNSYLVANIANS, HELPING THEM TO ACQUIRE ASSISTIVE TECHNOLOGY DEVICES AND SERVICES THAT IMPROVE THE QUALITY OF THEIR LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04408628
IRS990/NetAssetsOrFundBalancesEOYAmt04669556
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0134491
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0134491
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-115981
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03809024
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03941016
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05274
IRS990/OccupancyGrp/ManagementAndGeneralAmt06490
IRS990/OccupancyGrp/ProgramServicesAmt042947
IRS990/OccupancyGrp/TotalAmt054711
IRS990/OfficeExpensesGrp/FundraisingAmt03805
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04480
IRS990/OfficeExpensesGrp/ProgramServicesAmt029649
IRS990/OfficeExpensesGrp/TotalAmt037934
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03331
IRS990/OtherAssetsTotalGrp/EOYAmt03331
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02630
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03523
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033955
IRS990/OtherExpensesGrp/Desc0LOAN PROGRAMS
IRS990/OtherExpensesGrp/Desc1FINANCIAL EMPOWERMENT C
IRS990/OtherExpensesGrp/Desc2FINANCIAL EDUCATION BOO
IRS990/OtherExpensesGrp/Desc3EVALUATION & BUSINESS S
IRS990/OtherExpensesGrp/ProgramServicesAmt067303
IRS990/OtherExpensesGrp/ProgramServicesAmt154466
IRS990/OtherExpensesGrp/ProgramServicesAmt218317
IRS990/OtherExpensesGrp/ProgramServicesAmt37406
IRS990/OtherExpensesGrp/TotalAmt067303
IRS990/OtherExpensesGrp/TotalAmt154466
IRS990/OtherExpensesGrp/TotalAmt218317
IRS990/OtherExpensesGrp/TotalAmt37406
IRS990/OtherLiabilitiesGrp/BOYAmt03000
IRS990/OtherLiabilitiesGrp/EOYAmt03000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0794
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0794
IRS990/OtherRevenueTotalAmt0794
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt028706
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043381
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0413391
IRS990/OtherSalariesAndWagesGrp/TotalAmt0485478
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0237420
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0235610
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04670
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05747
IRS990/PayrollTaxesGrp/ProgramServicesAmt038031
IRS990/PayrollTaxesGrp/TotalAmt048448
IRS990/PensionPlanContributionsGrp/FundraisingAmt05
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0404
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08910
IRS990/PensionPlanContributionsGrp/TotalAmt09319
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02670
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01795
IRS990/PrincipalOfficerNm0SUSAN TACHAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01045528
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0129000
IRS990/PYOtherExpensesAmt0414679
IRS990/PYOtherRevenueAmt02178
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0163440
IRS990/PYSalariesCompEmpBnftPaidAmt0598587
IRS990/PYTotalExpensesAmt01013266
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01176706
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0376909
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,787,985
Liabilities
$1,118,429
Net assets
$4,669,556
Revenue
$1,602,891
Expenses
$1,225,982
Net income
$376,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.38$2.82$1.50$2.05$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.28$3.41$1.61$1.86$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.52$4.60$2.52$1.65$0.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.49$4.17$1.82$1.27$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.79$1.12$4.67$1.60$1.23$0.38
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.36$4.41$1.18$1.01$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.36$4.21$0.95$0.86$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.72$0.61$4.10$1.34$0.74$0.60
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.67$3.47$0.80$0.73$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.84$3.38$0.85$0.77$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.34$3.26$0.95$0.68$0.27
2013Summary only. Only limited summary data is available for this year.$3.45$0.54$2.91$0.78$0.61$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.04$2.64$0.54
2011Summary only. Only limited summary data is available for this year.$2.85$0.06$2.79$0.68$0.61$0.07