2024-05-15T15:06:29-05:00 2023-06-30 111986323 MARCUM LLP 1601 MARKET STREET 4TH FLOOR PHILADELPHIA PA 19103 990 2022-07-01 231999628 PENNSYLVANIA OCCUPATIONAL THERAPY ASSOC INC PENN 6109920009 600 WEST GERMANTOWN PIKE 400 PLYMOUTH MEETING PA 19462 CHRISSY DASHNER PRESIDENT 6109920009 2024-05-15 1 CHRISSY DASHNER 999009999 0 AARON M FOX P01365820 2152972100 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISSY DASHNER 600 WEST GERMANTOWN PIKE 400 PLYMOUTH MEETING PA 19462 173076 0 X X 1995 PA WE ENVISION A GROWING, DYNAMIC MEMBERSHIP THAT CONTINUOUSLY PROMOTES THE RECOGNITION, PRESERVATION, AND ADVANCEMENT OF OCCUPATIONAL THERAPY IN THE COMMONWEALTH OF PENNSYLVANIA. 20 20 0 30 0 0 55232 0 25712 158777 47 2 3980 14297 84971 173076 6400 6575 0 0 0 0 0 0 0 287357 131820 293757 138395 -208786 34681 113405 100848 0 0 113405 100848 X 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. 0 0 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 OCCUPATIONAL THERAPY STUDENTS. 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 CONTINUING EDUCATION. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X CHRISSY DASHNER 6109920009 600 WEST GERMANTOWN PIKE 400 PLYMOUTH MEETING PA 19462 X AMY FATULLA OTA REPRESENTATIVE 2.00 X 0 0 0 MIRANDA VIRONE COMMISSION ON EDUCATION 2.00 X 0 0 0 MELANIE BROCK DISTRICT 3 OFFICER 2.00 X 0 0 0 MARK BIANCO ENDED 062023 DISTRICT 2 OFFICER 2.00 X 0 0 0 LARONDA LOCKHART KEENE JEDI COMMITTEE CHAIR 2.00 X 0 0 0 DAWN BIEBER COMMISSION ON MEMBERSHIP 2.00 X 0 0 0 DANIELLE MAKADON-MALONE ENDED 0323 COMMISSION ON PRACTICE 2.00 X 0 0 0 BRIANNA BRIM COMISSION ON LEGISLATION 2.00 X 0 0 0 AMY VANTASSEL ENDED 062023 DISTRICT 7 OFFICER 2.00 X 0 0 0 ASHLEY BINKOWSKI ENDED 062023 DISTRICT 5 OFFICER 2.00 X 0 0 0 BRIAN MOHONEY DISTRICT 6 OFFICER 2.00 X 0 0 0 DEE ANDERSON DISTRICT 1 OFFICER 2.00 X 0 0 0 CHRISSY DASHNER PRESIDENT 2.00 X X 0 0 0 TRACI HERC ENDED 062023 COMMISSION ON CONFERENCE 2.00 X 0 0 0 MICHAEL FANTUZZO VICE PRESIDENT 2.00 X X 0 0 0 PAULA MCNAMARA TREASURER 2.00 X X 0 0 0 KATIE LANSIEDEL SECRETARY 2.00 X X 0 0 0 NIKKI LAVERY COMMISSION ON CONFERENCE 2.00 X 0 0 0 KASEY STEPANSKY DISTRICT 2 OFFICER 2.00 X 0 0 0 LAUREN SPONSELLAR DISTRICT 5 OFFICER 2.00 X 0 0 0 LINDSAY CHURCH DISTRICT 7 OFFICER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 CONFERENCE REVENUE 900099 102393 102393 MEMBERSHIP DUES 900099 56119 56119 DISTRICT REVENUE 900099 265 265 158777 2 2 MISCELLANEOUS REVENUE 900099 14297 14297 14297 173076 173074 0 2 6575 7135 1063 20100 4424 18687 48695 257 ASSOCIATION MANAGEMENT/ 18489 WEBSITE 12763 DISTRICT 207 138395 1715 75057 54452 15791 9000 9000 0 0 57238 10000 113405 100848 0 0 X 0 0 0 0 113405 100848 113405 100848 113405 100848 34681 -47238 0 X 0 0 0 0 0 0 56119 20100 211334 231434 28059 203375 0 9000 9000 0 0 1 SCHOLARSHIPS 12 6575 PART I, LINE 2: APPLICATIONS ARE SUBMITTED ON THE COMPANY WEBSITE FOR THE SCHOLARSHIPS INCLUDING ESSAY, RESUME AND LETTER OF REFERENCE. ONCE IT CLOSES, AWARDS COMMITTEE MADE UP OF ALL DISTRICT OFFICERS WILL REVIEW AND RATE EACH. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS LEVELS OF MEMBERSHIP BASED UPON WHETHER THEY ARE A PROFESSIONAL MEMBER, STUDENT MEMBER, OR SUPPORTING MEMBER. ALL MEMBERS ARE GIVEN THE SAME RIGHTS AND PRIVILEGES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS LEVELS OF MEMBERSHIP BASED UPON WHETHER THEY ARE A PROFESSIONAL MEMBER, STUDENT MEMBER, OR SUPPORTING MEMBER. ALL MEMBERS ARE GIVEN THE SAME RIGHTS AND PRIVELEDGES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE OFFICERS FOR REVIEW PRIOR TO SUBMITTING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE OF THE PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION, INC. WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION, SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THAT INTEREST TO THE BOARD OR COMMITTEE THEREOF PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION, WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BOARD OR COMMITTEE THEREOF SHALL THEREUPON DETERMINE, BY A VOTE OF SEVENTY-FIVE PERCENT (75%) OF THE VOTES ENTITLED TO VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSONS SHALL NOT VOTE ON, NOR USE ONE'S PERSONAL INFLUENCE ON, NOR PARTICIPATE IN (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS), THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE PERSONS COVERED BY THIS POLICY WILL ANNUALLY DISCLOSE TO THE PRESIDENT, ON AN ANNUAL DISCLOSURE FORM, THEIR INTERESTS, AND THE INTERESTS OF THEIR FAMILY MEMBERS, WHICH MAY GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS SUBSTANTIAL BUSINESS HOLDINGS OR INVESTMENTS OR TRANSACTIONS OR AFFILIATIONS WITH OTHER ORGANIZATIONS WHICH MAY HAVE BUSINESS DEALINGS WITH THE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.