Nonprofit · EIN 23-1999628
PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION
Tax-exempt · BRYN MAWR, PA 19010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $81,010 | $100,049 | -$19,039 | -$6,868 | $16,594 | -$23,462 |
| June 30, 2024 | 990 | $136,959 | $143,429 | -$6,470 | $112,104 | $17,726 | $94,378 |
| June 30, 2023 | 990 | $173,076 | $138,395 | $34,681 | $100,848 | $0 | $100,848 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $80,913
- Investment income
- $0
- Other revenue
- $97
Expenses
- Grants and similar amounts paid
- $2,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,000
- Accounting fees
- $8,175
Balance sheet and other
- Total assets, start of year
- $112,104
- Total assets, end of year
- -$6,868
- Total liabilities, end of year
- $16,594
- Net assets, end of year
- -$23,462
- Gross receipts
- $81,010
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1995
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY FATULLA | OTA REPRESENTATIVE Trustee or director | 2 | $0 |
| MELANIE BROCK | VICE PRESIDENT Trustee or director | 2 | $0 |
| LARONDA LOCKHART KEENE | DISTRICT 5 OFFICER Trustee or director | 2 | $0 |
| BRIAN MOHONEY | DISTRICT 6 OFFICER Trustee or director | 2 | $0 |
| CHRISSY DASHNER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHAEL FANTUZZO | TREASURER Trustee or director, Officer | 2 | $0 |
| PAULA MCNAMARA | COMMISSION ON PRACTICE Trustee or director, Officer | 2 | $0 |
| KATIE LANSIEDEL | SECRETARY Trustee or director, Officer | 2 | $0 |
| NIKKI LAVERY | COMMISSION ON CONFERENCE Trustee or director | 2 | $0 |
| KASEY STEPANSKY | DISTRICT 2 OFFICER Trustee or director | 2 | $0 |
| LINDSAY CHURCH | DISTRICT 7 OFFICER Trustee or director | 2 | $0 |
| SARA LOESCHE | COMMISSION ON EDUCATION Trustee or director | 2 | $0 |
| JEANNE COVIELLO | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| MARIE PATTERSON | COMMISSION ON MEMBERSHIP Trustee or director | 2 | $0 |
| GRACE LAUDENSLAGER | COMMISSION ON LEGISLATION Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN LEHMAN | DISTRICT 1 OFFICER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY FATULLA | OTA REPRESENTATIVE Trustee or director | 2 | $0 |
| MIRANDA VIRONE TO 062024 | COMMISSION ON EDUCATION Trustee or director | 2 | $0 |
| MELANIE BROCK | DISTRICT 3 OFFICER Trustee or director | 2 | $0 |
| LARONDA LOCKHART KEENE | JEDI COMMITTEE CHAIR Trustee or director | 2 | $0 |
| DAWN BIEBER | COMMISSION ON MEMBERSHIP Trustee or director | 2 | $0 |
| BRIANNA BRIM | COMISSION ON LEGISLATION Trustee or director | 2 | $0 |
| BRIAN MOHONEY | DISTRICT 6 OFFICER Trustee or director | 2 | $0 |
| DEE ANDERSON | DISTRICT 1 OFFICER Trustee or director | 2 | $0 |
| CHRISSY DASHNER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MICHAEL FANTUZZO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAULA MCNAMARA | COMMISSION ON PRACTICE Trustee or director, Officer | 2 | $0 |
| KATIE LANSIEDEL | SECRETARY Trustee or director, Officer | 2 | $0 |
| NIKKI LAVERY | COMMISSION ON CONFERENCE Trustee or director | 2 | $0 |
| KASEY STEPANSKY | DISTRICT 2 OFFICER Trustee or director | 2 | $0 |
| LAUREN SPONSELLAR | DISTRICT 5 OFFICER Trustee or director | 2 | $0 |
| LINDSAY CHURCH | DISTRICT 7 OFFICER Trustee or director | 2 | $0 |
| ANN COOK TO 122023 | TREASURER Trustee or director, Officer | 2 | $0 |
| SARA LOESCHE | COMMISSION ON EDUCATION Trustee or director | 2 | $0 |
| PUJA GELLERMAN TO 022024 | COMISSION ON LEGISLATION Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY FATULLA | OTA REPRESENTATIVE Trustee or director | 2 | $0 |
| MIRANDA VIRONE | COMMISSION ON EDUCATION Trustee or director | 2 | $0 |
| MELANIE BROCK | DISTRICT 3 OFFICER Trustee or director | 2 | $0 |
| MARK BIANCO ENDED 062023 | DISTRICT 2 OFFICER Trustee or director | 2 | $0 |
| LARONDA LOCKHART KEENE | JEDI COMMITTEE CHAIR Trustee or director | 2 | $0 |
| DAWN BIEBER | COMMISSION ON MEMBERSHIP Trustee or director | 2 | $0 |
| DANIELLE MAKADON-MALONE ENDED 0323 | COMMISSION ON PRACTICE Trustee or director | 2 | $0 |
| BRIANNA BRIM | COMISSION ON LEGISLATION Trustee or director | 2 | $0 |
| AMY VANTASSEL ENDED 062023 | DISTRICT 7 OFFICER Trustee or director | 2 | $0 |
| ASHLEY BINKOWSKI ENDED 062023 | DISTRICT 5 OFFICER Trustee or director | 2 | $0 |
| BRIAN MOHONEY | DISTRICT 6 OFFICER Trustee or director | 2 | $0 |
| DEE ANDERSON | DISTRICT 1 OFFICER Trustee or director | 2 | $0 |
| CHRISSY DASHNER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| TRACI HERC ENDED 062023 | COMMISSION ON CONFERENCE Trustee or director | 2 | $0 |
| MICHAEL FANTUZZO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAULA MCNAMARA | TREASURER Trustee or director, Officer | 2 | $0 |
| KATIE LANSIEDEL | SECRETARY Trustee or director, Officer | 2 | $0 |
| NIKKI LAVERY | COMMISSION ON CONFERENCE Trustee or director | 2 | $0 |
| KASEY STEPANSKY | DISTRICT 2 OFFICER Trustee or director | 2 | $0 |
| LAUREN SPONSELLAR | DISTRICT 5 OFFICER Trustee or director | 2 | $0 |
| LINDSAY CHURCH | DISTRICT 7 OFFICER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 750 MONTGOMERY AVE, BRYN MAWR, PA 19010-3405
- Principal officer (990 for 2024)
- CHRISSY DASHNER, 750 MONTGOMERY AVE, BRYN MAWR, PA 19010
- Signed the 990
- CHRISSY DASHNER, PRESIDENT
- Phone
- (610) 992-0009
- Website
- POTA.SITE-YM.COM
- Return prepared by
- CBIZ ADVISORS LLC
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 accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1999628
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,868
- Income (IRS master file)
- $81,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $81,010 | $100,049 | -$6,868 | IRS |
| 990 | June 2024 | $136,959 | $143,429 | $112,104 | IRS |
| 990 | June 2023 | $173,076 | $138,395 | $100,848 | XML |
| 990 | June 2022 | $84,971 | $293,757 | $113,405 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1999628).
Questions about PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION
- What is the EIN of PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION?
- The employer identification number (EIN) of PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION is 23-1999628.
- Is PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
- Are donations to PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION?
- The 990 for the year ended June 30, 2025 names CHRISSY DASHNER.
- Who are the officers and directors of PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does PENNSYLVANIA OCCUPATIONAL THERAPY ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $81,010, expenses of $100,049 and total assets of -$6,868 at year end.
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