PENNSYLVANIA OCCUPATIONAL THERAPY … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

CHRISSY DASHNER

Phone

6109920009

Tax Period

2022-07-01 to 2023-06-30

PENNSYLVANIA OCCUPATIONAL THERAPY ASSOC INC, founded in 1995, is a small nonprofit that reported $173K in total revenue in fiscal year 2022. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 20% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

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...

Program 2

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $158,777

Investment Income $2

Other Revenue $14,297

TOTAL REVENUE $173,076

Expense Breakdown

Grants Paid $6,575

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $131,820

TOTAL EXPENSES $138,395

Year-over-Year Comparison

	2022	2021	Change
Revenue	$173,076	$84,971	+1.0%
Expenses	$138,395	$293,757	-0.5%
Net Income	$34,681	$-208,786	-1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY FATULLA	OTA REPRESENTATIVE	2.00	Director	$0	$0	$0
MIRANDA VIRONE	COMMISSION ON EDUCATION	2.00	Director	$0	$0	$0
MELANIE BROCK	DISTRICT 3 OFFICER	2.00	Director	$0	$0	$0
MARK BIANCO ENDED 062023	DISTRICT 2 OFFICER	2.00	Director	$0	$0	$0
LARONDA LOCKHART KEENE	JEDI COMMITTEE CHAIR	2.00	Director	$0	$0	$0
DAWN BIEBER	COMMISSION ON MEMBERSHIP	2.00	Director	$0	$0	$0
DANIELLE MAKADON-MALONE ENDED 0323	COMMISSION ON PRACTICE	2.00	Director	$0	$0	$0
BRIANNA BRIM	COMISSION ON LEGISLATION	2.00	Director	$0	$0	$0
AMY VANTASSEL ENDED 062023	DISTRICT 7 OFFICER	2.00	Director	$0	$0	$0
ASHLEY BINKOWSKI ENDED 062023	DISTRICT 5 OFFICER	2.00	Director	$0	$0	$0
BRIAN MOHONEY	DISTRICT 6 OFFICER	2.00	Director	$0	$0	$0
DEE ANDERSON	DISTRICT 1 OFFICER	2.00	Director	$0	$0	$0
CHRISSY DASHNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
TRACI HERC ENDED 062023	COMMISSION ON CONFERENCE	2.00	Director	$0	$0	$0
MICHAEL FANTUZZO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PAULA MCNAMARA	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE LANSIEDEL	SECRETARY	2.00	Officer Director	$0	$0	$0
NIKKI LAVERY	COMMISSION ON CONFERENCE	2.00	Director	$0	$0	$0
KASEY STEPANSKY	DISTRICT 2 OFFICER	2.00	Director	$0	$0	$0
LAUREN SPONSELLAR	DISTRICT 5 OFFICER	2.00	Director	$0	$0	$0
LINDSAY CHURCH	DISTRICT 7 OFFICER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$173,076	$138,395	$100,848	$34,681
2022	$84,971	$293,757	$113,405	$-208,786
2021	$96,502	$139,915	$322,191	$-43,413
2020	$192,879	$191,923	$365,823	$956
2019	$182,185	$192,649	$365,539	$-10,464
2018	$176,890	$181,977	$376,066	$-5,087

PENNSYLVANIA OCCUPATIONAL THERAPY ASSOC INC