California Physical Therapy Association (EIN 952589586) - Form 990 Financial Analysis & Trantor Score

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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

1950

Legal Domicile

Principal Officer

Stacy DeFoe

Phone

9169292782

Tax Period

2023-01-01 to 2023-12-31

California Physical Therapy Association, founded in 1950, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023.

Mission

CPTA is a Chapter of the American Physical Therapy Association, which represents more than 72,000 physical therapists and physical therapist assistants nationwide. CPTA is the only voice for the physical therapy profession in California.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,136,814

Investment Income $34,137

Other Revenue $22,970

TOTAL REVENUE $2,193,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,006,655

Fundraising Expenses $0

Other Expenses $1,195,967

TOTAL EXPENSES $2,202,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,193,921	$2,170,077	+0.0%
Expenses	$2,202,622	$2,121,301	+0.0%
Net Income	$-8,701	$48,776	-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

Volunteers

300

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

$180,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stacy DeFoe	Executive Dir.	40.00	Officer	$163,502	$16,622	$180,124
Rita E Pierson	Education Exec.	40.00		$100,154	$0	$100,154
Oscar Gallardo	Director	2.00	Director	$0	$0	$0
Gail Bachman	Secretary	2.00	Officer Director	$0	$0	$0
Terry Nordstrom	Finance Officer	3.00	Officer Director	$0	$0	$0
Michael Simpson	Chief Delegate	3.00	Director	$0	$0	$0
Amanda Johnston	Director	2.00	Director	$0	$0	$0
Valerie Teglia	Director	2.00	Director	$0	$0	$0
Debi Craddock	Director	2.00	Director	$0	$0	$0
Katie Burch	Director	2.00	Director	$0	$0	$0
Richard Katz	President	5.00	Officer Director	$0	$0	$0
Kelley Kubota	Vice President	4.00	Officer 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
2024	No data	No data	No data	No data
2023	$2,193,921	$2,202,622	$1,997,075	$-8,701
2022	$2,170,077	$2,121,301	$2,026,095	$48,776
2021	$1,993,103	$1,840,580	$2,166,730	$152,523
2020	$1,669,260	$1,472,124	$2,089,789	$197,136
2019	$2,167,783	$2,149,447	$1,858,782	$18,336
2018	$2,090,235	$2,095,159	$1,757,267	$-4,924

California Physical Therapy Association