Civic Intelligence

Pennsylvania Physical Therapy Association Inc

990 • Fiscal year 2021 • EIN 23-6447272

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 28, 2022

2400 Ardmore Boulevard 302Pittsburgh, PA 15221

(412) 871-3406

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.05x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.13x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

28th percentile

2.5%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

5.1%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-0.4%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,378,345

Up $67,489 (+5.1%) from 2020

Net Assets

Up

$1,306,080

Up $13,640 (+1.1%) from 2020

Liabilities

Up

$72,265

Up $53,849 (+292%) from 2020

Revenue

Down

$548,986

Down $2,123 (-0.4%) from 2020

Expenses

Up

$535,216

Up $147,053 (+38%) from 2020

Net Income

Down

$13,770

Down $149,176 (-92%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $804,920Liabilities 2013: $157,908Net Assets 2013: $647,0122013Assets 2014: $839,756Liabilities 2014: $150,795Net Assets 2014: $688,9612014Assets 2015: $703,081Liabilities 2015: $1,080Net Assets 2015: $702,0012015Assets 2016: $794,050Liabilities 2016: $1,087Net Assets 2016: $792,9632016Assets 2017: $870,932Liabilities 2017: $725Net Assets 2017: $870,2072017Assets 2018: $919,406Liabilities 2018: $13,907Net Assets 2018: $905,4992018Assets 2019: $1,143,834Liabilities 2019: $16,129Net Assets 2019: $1,127,7052019Assets 2020: $1,310,856Liabilities 2020: $18,416Net Assets 2020: $1,292,4402020Assets 2021: $1,378,345Liabilities 2021: $72,265Net Assets 2021: $1,306,0802021Assets 2022: $1,087,501Liabilities 2022: $5,540Net Assets 2022: $1,081,9612022Assets 2023: $1,207,665Liabilities 2023: $2,290Net Assets 2023: $1,205,3752023Assets 2024: $1,389,402Liabilities 2024: $205,599Net Assets 2024: $1,183,8032024

Highlighted filing

2021

Assets$1,378,345
Liabilities$72,265
Net Assets$1,306,080

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $770,170Expenses 2013: $670,991Net Income 2013: $99,1792013Revenue 2014: $699,262Expenses 2014: $660,203Net Income 2014: $39,0592014Revenue 2015: $675,459Expenses 2015: $642,253Net Income 2015: $33,2062015Revenue 2016: $716,596Expenses 2016: $625,154Net Income 2016: $91,4422016Revenue 2017: $670,705Expenses 2017: $602,956Net Income 2017: $67,7492017Revenue 2018: $698,284Expenses 2018: $614,929Net Income 2018: $83,3552018Revenue 2019: $725,241Expenses 2019: $502,887Net Income 2019: $222,3542019Revenue 2020: $551,109Expenses 2020: $388,163Net Income 2020: $162,9462020Revenue 2021: $548,986Expenses 2021: $535,216Net Income 2021: $13,7702021Revenue 2022: $317,473Expenses 2022: $541,592Net Income 2022: -$224,1192022Revenue 2023: $673,117Expenses 2023: $558,014Net Income 2023: $115,1032023Revenue 2024: $435,172Expenses 2024: $507,825Net Income 2024: -$72,6532024

Highlighted filing

2021

Revenue$548,986
Expenses$535,216
Net Income$13,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 28, 2022
Return Version
2021v4.2
Gross Receipts
$548,986
Mission and Program Overview

Mission

Provide benefits and industry information to members.

To represent, advocate and advance the practice of physical therapy in the commonwealth of pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$905,817$1,206,453▲ $300,636
Savings and Temporary Cash Investments$404,254$171,107▼ $233,147
Accounts Receivable$785$785→ $0
Total Assets$1,310,856$1,378,345▲ $67,489
Liabilities
Accounts Payable and Accrued Expenses$18,416$72,265▲ $53,849
Total Liabilities$18,416$72,265▲ $53,849
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,292,440$1,293,800▲ $1,360
Net Assets With Donor Restrictions-$12,280-
Total Net Assets Fund Balance$1,292,440$1,306,080▲ $13,640
Total Liabilities and Net Assets / Fund Balance$1,310,856$1,378,345▲ $67,489
Compensation and Service Providers

Board Members and Trustees

NameTitle
Colleen ChanclerPresident
Scott VoshellVice President
Allison McintoshExecutive Director
Don ShipeNorthcentral Director
Kristen KarnishNortheast Director
Beth GustafsonNorthwest Director
Alex HaddadSoutheast Director
Ken ErbSouthwest Director
Shannon ScanlanWestcentral Director
Robin DoleChief Delegation
Bob WellmonSecretary
Sue GerhardSouthcentral
John TawfikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$545
Program Service Revenue
$447,804
Investment Income
$100,637
Other Revenue
$0
All Other Contributions
$545
Change in Net Assets
$13,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$499,865
Grants and Similar Amounts Paid$35,351
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$166,202
Conferences and Meetings---$124,517
Fees for Services Legal---$58,266
Travel---$38,059
Grants to Domestic Individuals---$30,351
Fees for Services Other---$27,355
Office Expenses---$26,507
Fees for Services Lobbying---$24,847
Information Technology---$17,204
Fees for Services Accounting---$10,805
Other Expenses---$5,628
Grants to Domestic Orgs---$5,000
All Other Expenses---$475
Total Functional Expenses$0$0$0$535,216
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$24,847
Total Nondeductible Lobbying and Political Cost$24,847
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association has members

Form 990, Part VI, Section A, Line 7A

Members of the governing body are elected once every two years. The slate of nominees is set at the annual convention and voting is conducted within a thirty day period after the convention.

Form 990, Part VI, Section A, Line 7B

The only action by the governing body requiring approval of the general membership are any amendments to the association's bylaws. All other actions of the association are voted on by the governing body.

Form 990, Part VI, Section A, Line 8B

The association's committees do not possess the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The association provides copies of the form 990 to the president, treasurer and executive director to review prior to its approval.

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

Each director, officer and board member annually signs a conflict of interest disclosure statement. Any potential conflicts are reviewed by the board of directors and committees.

Form 990, Part VI, Section B, Line 15

The association's governing board determines the annual compensation of all employees and executive director's based on the history of compensation for that position within the association and an annual cost of living adjustment.

Form 990, Part VI, Section C, Line 19

The associatioin's governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Physical Therapy
EIN
23-6447272
Phone
4128713406
Address
2400 ARDMORE BOULEVARD 302, PITTSBURGH, PA 15221

Signing Officer

Name
Tricia Long
Title
Executive Director
Phone
4128713406
Signed
2022-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tricia Long
Formed
1954
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
14

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Ellen a Martin
Phone
4122613644
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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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IRS990ScheduleC/DuesAssessmentsAmt0356160
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt024847
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt024847
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-83
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MINORITY AFFAIRS COMMITTEE OF THE AMERICAN PHYSICAL THERAPY ASSOCIATION PENNSYLVANIA OVERSEE THE GUIDLINES OF THE ADAPT SCHOLARSHIP. PENNSYLVANIA PHYSICAL THERAPY ASSOCIATION, INC., IS RESPONSIBLE IN THE APPLICATIONS SELECTIONS. THE PURPOSE OF THE SCHOLARSHIP IS TO SUPPORT A PT OR PTA EDUCATION DEVELOPMENT PROGRAMS THAT AIM TO INCREASE RECRUITMENT AND ENROLLMENT OF STUDENTS FROM UNDER-REPRESENTED RACIAL AND ETHNIC MINORITY GROUPS (URMG). EACH APPLICANTS MUST MEET THE FOLLOWING REQUIREMENTS: - FUNDING MAY NOT BE USED TO SUPPORT FACULTY SALARIES OR STIPENDS. ALL CAPTE ACCREDITED PT AND PTA EDUCATION PROGRAMS IN PENNSYLVANIA ARE ELIGIBLE TO APPLY. - AT LEAST ONE FACULTY MEMBER OF THE PROGRAM INVOLVED IN SUBMISSION OF THE GRANT APPLICATION MUST BE AN APTA PA MEMBER. - AT LEAST ONE FACULTY MEMBER ASSOCIATED WITH THE GRANT-SUPPORTED PROGRAM MUST SERVE ON THE APTA PA MINORITY AFFAIRS COMMITTEE FOR A TERM OF THREE YEARS. - PROVIDE APTA PA MINORITY AFFAIRS COMMITTEE REGULAR PROGRESS AND ACCOUNTING REPORTS. - SHARE DATA COLLECTED, OUTCOMES, AND LESSONS LEARNED WITH THE APTA PA MINORITY AFFAIRS COMMITTEE, AND OTHER PT AND PTA PROGRAMS. - THE GRANT-SUPPORTED PROGRAM ENCOURAGES TO DISSEMINATE FINDINGS THROUGH PROFESSIONAL CONFERENCE PRESENTATIONS AND/OR JOURNAL PUBLICATIONS. IN THE EVENT THAT THE PROGRAM REQUIREMENTS ARE NOT MET, OR THAT ANY TERMS OF THE CONTRACT ARE BREACHED, THE RECIPIENT MUST RETURN THE MONEY WITHIN 30 DAYS OF NOTIFICATION FROM THE CHAPTER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY ARE ELECTED ONCE EVERY TWO YEARS. THE SLATE OF NOMINEES IS SET AT THE ANNUAL CONVENTION AND VOTING IS CONDUCTED WITHIN A THIRTY DAY PERIOD AFTER THE CONVENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ONLY ACTION BY THE GOVERNING BODY REQUIRING APPROVAL OF THE GENERAL MEMBERSHIP ARE ANY AMENDMENTS TO THE ASSOCIATION'S BYLAWS. ALL OTHER ACTIONS OF THE ASSOCIATION ARE VOTED ON BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION'S COMMITTEES DO NOT POSSESS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION PROVIDES COPIES OF THE FORM 990 TO THE PRESIDENT, TREASURER AND EXECUTIVE DIRECTOR TO REVIEW PRIOR TO ITS APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH DIRECTOR, OFFICER AND BOARD MEMBER ANNUALLY SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS AND COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION'S GOVERNING BOARD DETERMINES THE ANNUAL COMPENSATION OF ALL EMPLOYEES AND EXECUTIVE DIRECTOR'S BASED ON THE HISTORY OF COMPENSATION FOR THAT POSITION WITHIN THE ASSOCIATION AND AN ANNUAL COST OF LIVING ADJUSTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ASSOCIATIOIN'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01310856
IRS990/TotalAssetsEOYAmt01378345
IRS990/TotalAssetsGrp/BOYAmt01310856
IRS990/TotalAssetsGrp/EOYAmt01378345
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0545
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0535216
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018416
IRS990/TotalLiabilitiesEOYAmt072265
IRS990/TotalLiabilitiesGrp/BOYAmt018416
IRS990/TotalLiabilitiesGrp/EOYAmt072265
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01292440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01306080
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt03027
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03027
IRS990/TotalProgramServiceRevenueAmt0447804
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0100637
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0447804
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0548986
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01310856
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01378345
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt038059
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02400 ARDMORE BOULEVARD 302
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015221
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PPTA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA LONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04128713406
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA PHYSICAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0236447272
ReturnHeader/Filer/PhoneNum04128713406
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 ARDMORE BOULEVARD 302
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015221
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN A MARTIN
ReturnHeader/ReturnTs02022-10-28T14:32:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LONG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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