California Physical Therapy Association

EIN: 952589586

Sacramento, CA

Total Revenue
$2,193,921
Total Expenses
$2,202,622
Total Assets
$1,997,075
Net Assets
$1,186,121
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
CA
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's mission is to educate the people in California about the attributes, benefits, and value of physical therapy; meet the physical therapy needs of the people of the State of California through the development and improvement of physical therapy education, practice and research; identify and meet the needs of the CPTA members through coordinated action, communications and fellowship.

Program Service Accomplishments

Program 1

Legislation - Worked to educate, inform, monitor and advocate on behalf of CPTA membership legislative developments related to physical therapy. Continued to develop and enhance legislative...

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Legislation - Worked to educate, inform, monitor and advocate on behalf of CPTA membership legislative developments related to physical therapy. Continued to develop and enhance legislative relationships. Continued to work with and gain support from other healthcare provider organizations and consumer groups.

Program 2

Public Relations - Engaged in the recruitment and retention of members. Worked to identify and meet the needs of members through newsletters, publications, website and other related materials. Worked...

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Public Relations - Engaged in the recruitment and retention of members. Worked to identify and meet the needs of members through newsletters, publications, website and other related materials. Worked to increase public awareness of physical therapy through outreach materials, events and media.

Program 3

Practice and Governance - Presented conferences, educational courses and meetings. Enhanced the profession of physical therapy by assisting members in their understanding of the rules and regulations...

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Practice and Governance - Presented conferences, educational courses and meetings. Enhanced the profession of physical therapy by assisting members in their understanding of the rules and regulations relating to payment procedures of government agencies and insurance companies, and by facilitating research, quality practice and quality review functions related to the physical therapy profession.

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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%)

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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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Governance

Voting Members
10
Independent Members
10
Employees
8
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
5
$180,124
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
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
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