Civic Intelligence

Pennsylvania Allergy and Asthma Association

990 • Fiscal year 2017 • EIN 23-6390935

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

777 East Park Drive PO Box 8820Harrisburg, PA 17105

(717) 558-7750

Siviq Scores

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

Liabilities / Assets

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.04x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

57th percentile

5.3%

Higher net margin than 57% 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

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

86th percentile

28%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Up

$411,861

Up $22,850 (+5.9%) from 2016

Net Assets

Up

$403,818

Up $33,075 (+8.9%) from 2016

Liabilities

Down

$8,043

Down $10,225 (-56%) from 2016

Revenue

Up

$228,796

Up $50,288 (+28%) from 2016

Expenses

Up

$216,623

Up $13,649 (+6.7%) from 2016

Net Income

Up

$12,173

Up $36,639 (+150%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $415,272Liabilities 2010: $4,329Net Assets 2010: $410,9432010Assets 2011: $429,949Liabilities 2011: $7,849Net Assets 2011: $422,1002011Assets 2012: $429,868Liabilities 2012: $14,479Net Assets 2012: $415,3892012Assets 2013: $480,321Liabilities 2013: $38,180Net Assets 2013: $442,1412013Assets 2014: $437,475Liabilities 2014: $26,830Net Assets 2014: $410,6452014Assets 2015: $402,672Liabilities 2015: $17,106Net Assets 2015: $385,5662015Assets 2016: $389,011Liabilities 2016: $18,268Net Assets 2016: $370,7432016Assets 2017: $411,861Liabilities 2017: $8,043Net Assets 2017: $403,8182017Assets 2018: $428,332Liabilities 2018: $23,637Net Assets 2018: $404,6952018Assets 2019: $475,550Liabilities 2019: $27,237Net Assets 2019: $448,3132019Assets 2020: $492,137Liabilities 2020: $22,187Net Assets 2020: $469,9502020Assets 2021: $567,638Liabilities 2021: $57,803Net Assets 2021: $509,8352021Assets 2022: $472,544Liabilities 2022: $15,408Net Assets 2022: $457,1362022Assets 2023: $540,023Liabilities 2023: $7,868Net Assets 2023: $532,1552023Assets 2024: $597,390Liabilities 2024: $12,872Net Assets 2024: $584,5182024

Highlighted filing

2017

Assets$411,861
Liabilities$8,043
Net Assets$403,818

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $168,218Expenses 2010: $143,205Net Income 2010: $25,0132010Revenue 2011: $166,056Expenses 2011: $163,769Net Income 2011: $2,2872011Revenue 2012: $168,213Expenses 2012: $189,183Net Income 2012: -$20,9702012Revenue 2013: $201,933Expenses 2013: $198,249Net Income 2013: $3,6842013Revenue 2014: $218,943Expenses 2014: $224,318Net Income 2014: -$5,3752014Revenue 2015: $174,473Expenses 2015: $191,916Net Income 2015: -$17,4432015Revenue 2016: $178,508Expenses 2016: $202,974Net Income 2016: -$24,4662016Revenue 2017: $228,796Expenses 2017: $216,623Net Income 2017: $12,1732017Revenue 2018: $249,438Expenses 2018: $222,454Net Income 2018: $26,9842018Revenue 2019: $245,922Expenses 2019: $226,702Net Income 2019: $19,2202019Revenue 2020: $86,877Expenses 2020: $89,236Net Income 2020: -$2,3592020Revenue 2021: $155,141Expenses 2021: $119,889Net Income 2021: $35,2522021Revenue 2022: $265,923Expenses 2022: $241,046Net Income 2022: $24,8772022Revenue 2023: $286,072Expenses 2023: $244,605Net Income 2023: $41,4672023Revenue 2024: $308,736Expenses 2024: $263,200Net Income 2024: $45,5362024

Highlighted filing

2017

Revenue$228,796
Expenses$216,623
Net Income$12,173
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.3
Gross Receipts
$228,796
Mission and Program Overview

Mission

The pennsylvania association of allergy and asthma serves as an advocate for patients with allergic, asthmatic, and immunological disorders in the commonwealth of pennsylvania. We promote and encourage research and the study of allergy, asthma, and clinical immunology; hold conferences and webinars throughout the year to educate a/i practitioners; and disseminate pertinent knowledge to professionals and the lay public.

The association's purpose is to promote and encourage the study of allergy, clinical immunology, asthma, and related disorders and to disseminate knowledge among professionals and the lay public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$369,777$380,011▲ $10,234
Savings and Temporary Cash Investments$12,974$31,180▲ $18,206
Accounts Receivable$200$650▲ $450
Prepaid Expenses and Deferred Charges$6,060$20▼ $6,040
Total Assets$389,011$411,861▲ $22,850
Liabilities
Accounts Payable and Accrued Expenses$7,243$6,243▼ $1,000
Deferred Revenue$11,025$1,800▼ $9,225
Total Liabilities$18,268$8,043▼ $10,225
Net Assets / Fund Balance
Unrestricted Net Assets$370,743$403,818▲ $33,075
Total Net Assets Fund Balance$370,743$403,818▲ $33,075
Total Liabilities and Net Assets / Fund Balance$389,011$411,861▲ $22,850
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael Prematta MdPresident
Michael Palumbo MdPresident-el
Maria EliasAssoc. Execu
Denise D Kalman DoHistorian
Allyson Larkin MdMember-at-la
Gisoo Ghaffari MdMember-at-la
Kathleen Ververeli MdMember-at-la
Magee Defelice MdMember-at-la
Rakesh Verma MdMember-at-la
Robert Zemble MdMember-at-la
Sigrid Daveiga MdMember-at-la
Soheil Chegini MdMember-at-la
Stephanie a Knapp DoMember-at-la
Joel M Fiedler MdPast Preside
Mary Fontana-penn MdPast Preside
Laura Fisher MdSEC'Y/TREASU
Revenue and Support

Revenue Composition

Contributions and Grants
$13,025
Program Service Revenue
$206,710
Investment Income
$9,061
Other Revenue
$0
All Other Contributions
$13,025
Change in Net Assets
$12,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$228,796
Revenue Not Reported on Form 990
$20,902
Total Revenue per Audited Statements
$249,698
Total Revenue per Form 990
$228,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,623
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$125,059
Fees for Services Management---$64,300
Grants to Domestic Orgs---$5,000
Fees for Services Accounting---$4,693
Fees for Service Investment Mgmnt Fees---$2,177
Insurance---$1,839
Information Technology---$683
Office Expenses---$609
Other Expenses---$120
Total Functional Expenses$0$0$0$216,623

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$216,623
Total Expenses per Audited Statements$216,623
Total Expenses per Form 990$216,623
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The society has a management service agreement with the pa medical society (pamed), in which pamed provides administrative services to the society, which includes membership/administration coordination, board and committee support, marketing and communications, meeting coordination, technology management, and financial management. In return for these services, the society pays pamed a monthly base fee of 5,358.

Form 990, Page 6, Part VI, Line 6

The pennsylvania allergy and asthma association has five membership categories that allow for practicing allergy/immunology (a/i) trained physicians, non (a/i) trained md/dos, any non-physician with an interest in allergy, physicians currently in an a/i training program, and those past members who retire to an emeritus category. Applications are reviewed by the membership committee before being presented to the board three times per year for final review and formal approval.

Form 990, Page 6, Part VI, Line 7A

Members vote to elect board members at the annual meeting.

Form 990, Page 6, Part VI, Line 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

The staff of the pa medical society initially review the form 990; then board officers review the return after it has been completed. The entire board is provided with a copy of the return before the return is filed with the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

A conflict of interest statement is completed annually by officers, directors, and key employees. The president and secretary of the board monitor the policy. Family and business relationships are expressly mentioned in the policy. Board members and other interested persons shall disclose all facts material to the conflict. Such person will not participate in or be present to hear discussions on the conflict except to disclose material facts and respond to questions. The person will not vote on any questions regarding a conflict.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policies, and financial statements available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Allergy and Asthma
EIN
23-6390935
Phone
7175587750
Address
777 EAST PARK DRIVE PO BOX 8820, HARRISBURG, PA 17105

Signing Officer

Name
Maria Elias
Title
Assoc. Executive
Phone
7175587750
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Prematta Md
Formed
1949
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
13

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
William P Ashman CPA
Phone
7176973888
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is exempt from federal income taxes as an organization described under the internal revenue code section 501(c)(6) and applicable regulations, except for net income derived from unrelated business activities, if any. Asc no. 740 "income taxes," prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose uncertain tax positions taken on its tax return. The organization believes that it has appropriate support for tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.

Raw XML Appendix396 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/ProgSrvcAccomActy2Grp/Desc0REPRESENTATION/ADVOCACY: THE ASSOCIATION REPRESENTS THE INTERESTS OF ITS MEMBERS AND THEIR PATIENTS THROUGH REPRESENTATION IN THE STATE MEDICAL SOCIETYS SPECIALTY LEADERSHIP CABINET AND HOUSE OF DELEGATES AS WELL AS MEDICARES CARRIER ADVISORY COMMITTEE.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBER COMMUNICATIONS: THE ASSOCIATION HAS AN UP-TO-DATE WEBSITE THAT CONTAINS TOOLS AND RESOURCES FOR JOINING THE ASSOCIATION, ATTENDING THE ANNUAL MEETING AND ALLERGY/IMMUNOLOGY RESEARCH AND EDUCATIONAL OPPORTUNITIES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION DESCRIBED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(6) AND APPLICABLE REGULATIONS, EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES, IF ANY. ASC NO. 740 "INCOME TAXES," PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS TAKEN ON ITS TAX RETURN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY HAS A MANAGEMENT SERVICE AGREEMENT WITH THE PA MEDICAL SOCIETY (PAMED), IN WHICH PAMED PROVIDES ADMINISTRATIVE SERVICES TO THE SOCIETY, WHICH INCLUDES MEMBERSHIP/ADMINISTRATION COORDINATION, BOARD AND COMMITTEE SUPPORT, MARKETING AND COMMUNICATIONS, MEETING COORDINATION, TECHNOLOGY MANAGEMENT, AND FINANCIAL MANAGEMENT. IN RETURN FOR THESE SERVICES, THE SOCIETY PAYS PAMED A MONTHLY BASE FEE OF 5,358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PENNSYLVANIA ALLERGY AND ASTHMA ASSOCIATION HAS FIVE MEMBERSHIP CATEGORIES THAT ALLOW FOR PRACTICING ALLERGY/IMMUNOLOGY (A/I) TRAINED PHYSICIANS, NON (A/I) TRAINED MD/DOS, ANY NON-PHYSICIAN WITH AN INTEREST IN ALLERGY, PHYSICIANS CURRENTLY IN AN A/I TRAINING PROGRAM, AND THOSE PAST MEMBERS WHO RETIRE TO AN EMERITUS CATEGORY. APPLICATIONS ARE REVIEWED BY THE MEMBERSHIP COMMITTEE BEFORE BEING PRESENTED TO THE BOARD THREE TIMES PER YEAR FOR FINAL REVIEW AND FORMAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE TO ELECT BOARD MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE STAFF OF THE PA MEDICAL SOCIETY INITIALLY REVIEW THE FORM 990; THEN BOARD OFFICERS REVIEW THE RETURN AFTER IT HAS BEEN COMPLETED. THE ENTIRE BOARD IS PROVIDED WITH A COPY OF THE RETURN BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES. THE PRESIDENT AND SECRETARY OF THE BOARD MONITOR THE POLICY. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. BOARD MEMBERS AND OTHER INTERESTED PERSONS SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT. SUCH PERSON WILL NOT PARTICIPATE IN OR BE PRESENT TO HEAR DISCUSSIONS ON THE CONFLICT EXCEPT TO DISCLOSE MATERIAL FACTS AND RESPOND TO QUESTIONS. THE PERSON WILL NOT VOTE ON ANY QUESTIONS REGARDING A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0HARRISBURG
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA ELIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSOC. EXECUTIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum07175587750
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA ALLERGY AND ASTHMA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PENN
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ReturnHeader/Filer/PhoneNum07175587750
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:40:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232213999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & MUSSER PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 CUMBERLAND PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MECHANICSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017055
ReturnHeader/PreparerPersonGrp/PhoneNum07176973888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM P ASHMAN CPA
ReturnHeader/ReturnTs02018-04-19T09:40:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.13$5.85$3.09$2.63$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.08$5.32$2.86$2.45$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.15$4.57$2.66$2.41$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.58$5.10$1.55$1.20$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.22$4.70$0.87$0.89$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.27$4.48$2.46$2.27$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.24$4.05$2.49$2.22$0.27
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.08$4.04$2.29$2.17$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.18$3.71$1.79$2.03$0.24
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.17$3.86$1.74$1.92$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.27$4.11$2.19$2.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.80$0.38$4.42$2.02$1.98$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.14$4.15$1.68$1.89$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.08$4.22$1.66$1.64$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.04$4.11$1.68$1.43$0.25
Peer Organizations

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