Civic Intelligence

Pennsylvania Physical Therapy Association Inc

990 • Fiscal year 2022 • EIN 23-6447272

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.02x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-71%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Asset Growth

7th percentile

-21%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-42%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,087,501

Down $290,844 (-21%) from 2021

Net Assets

Down

$1,081,961

Down $224,119 (-17%) from 2021

Liabilities

Down

$5,540

Down $66,725 (-92%) from 2021

Revenue

Down

$317,473

Down $231,513 (-42%) from 2021

Expenses

Up

$541,592

Up $6,376 (+1.2%) from 2021

Net Income

Down

-$224,119

Down $237,889 (-1728%) from 2021

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

2022

Assets$1,087,501
Liabilities$5,540
Net Assets$1,081,961

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

2022

Revenue$317,473
Expenses$541,592
Net Income-$224,119
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$509,884
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$1,206,453$1,029,527▼ $176,926
Savings and Temporary Cash Investments$171,107$35,939▼ $135,168
Prepaid Expenses and Deferred Charges$0$20,000▲ $20,000
Accounts Receivable$785$2,035▲ $1,250
Total Assets$1,378,345$1,087,501▼ $290,844
Liabilities
Accounts Payable and Accrued Expenses$72,265$5,540▼ $66,725
Total Liabilities$72,265$5,540▼ $66,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,293,800$1,069,681▼ $224,119
Net Assets With Donor Restrictions$12,280$12,280→ $0
Total Net Assets Fund Balance$1,306,080$1,081,961▼ $224,119
Total Liabilities and Net Assets / Fund Balance$1,378,345$1,087,501▼ $290,844
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott VoshellPresident
Ken ErbVice President
Katie MaherExecutive Director
Aaron BurnerNorthcentral Director
Kristen KarnishNortheast Director
Jennifer Green-wilsonNorthwest Director
Alex HaddadSoutheast Director
Nuket CurranSouthwest Director
Shannon ScanlanWestcentral Director
Robin DoleChief Delegation
Bob WellmonSecretary
Sue GerhardSouthcentral
John TawfikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$493,399
Investment Income
$-176,926
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-224,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$504,949
Grants and Similar Amounts Paid$36,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$172,840
Conferences and Meetings---$116,518
Fees for Services Legal---$58,873
Travel---$54,544
Fees for Services Lobbying---$53,231
Grants to Domestic Individuals---$31,643
Fees for Services Other---$17,191
Office Expenses---$13,813
Information Technology---$10,347
Other Expenses---$5,212
Grants to Domestic Orgs---$5,000
Fees for Services Accounting---$1,860
All Other Expenses---$520
Total Functional Expenses$0$0$0$541,592
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$53,231
Total Nondeductible Lobbying and Political Cost$53,231
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
Katie Maher
Title
Executive Director
Phone
4128713406
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Maher
Formed
1954
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
30

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Elena Faurie
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/AggregateReportedDuesNtcAmt020338
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt032893
IRS990ScheduleC/DuesAssessmentsAmt0406757
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt053231
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt053231
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027485
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
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/TotalAssetsBOYAmt01378345
IRS990/TotalAssetsEOYAmt01087501
IRS990/TotalAssetsGrp/BOYAmt01378345
IRS990/TotalAssetsGrp/EOYAmt01087501
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0541592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072265
IRS990/TotalLiabilitiesEOYAmt05540
IRS990/TotalLiabilitiesGrp/BOYAmt072265
IRS990/TotalLiabilitiesGrp/EOYAmt05540
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01306080
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01081961
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02346
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02346
IRS990/TotalProgramServiceRevenueAmt0493399
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-176926
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0493399
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317473
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01378345
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01087501
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt054544
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE MAHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04128713406
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparerPersonNm0ELENA FAURIE
ReturnHeader/ReturnTs02023-11-15T09:34:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAHER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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