Civic Intelligence

New England Occupational Therapy

EIN 04-3430050 • 501(c)3 • Medford, MA

Profile

See attached statement a-1

co Ryan Whitney PO Box 53004Medford, MA 02153

www.neotecouncil.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$9,691

Up $1,765 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,691

Up $1,765 (+22%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$8,163

Up $1,738 (+27%) from 2023

Expenses

Down

$6,398

Down $1,332 (-17%) from 2023

Net Income

Up

$1,765

Up $3,070 (+235%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $9,149Liabilities 2011: $02011Assets 2012: $6,500Liabilities 2012: $02012Assets 2013: $6,981Liabilities 2013: $02013Assets 2014: $8,666Liabilities 2014: $02014Assets 2015: $11,055Liabilities 2015: $02015Assets 2016: $11,238Liabilities 2016: $02016Assets 2017: $9,928Liabilities 2017: $02017Assets 2018: $8,800Liabilities 2018: $0Net Assets 2018: $8,8002018Assets 2019: $8,813Liabilities 2019: $0Net Assets 2019: $8,8132019Assets 2020: $12,560Liabilities 2020: $0Net Assets 2020: $12,5602020Assets 2021: $11,977Liabilities 2021: $0Net Assets 2021: $11,9772021Assets 2022: $9,834Liabilities 2022: $0Net Assets 2022: $9,8342022Assets 2023: $7,926Liabilities 2023: $0Net Assets 2023: $7,9262023Assets 2024: $9,691Liabilities 2024: $0Net Assets 2024: $9,6912024

Highlighted filing

2024

Assets$9,691
Liabilities$0
Net Assets$9,691
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2011: $3,700Expenses 2011: $5,316Net Income 2011: -$1,6162011Revenue 2012: $4,533Expenses 2012: $7,182Net Income 2012: -$2,6492012Revenue 2013: $4,350Expenses 2013: $3,869Net Income 2013: $4812013Revenue 2014: $6,403Expenses 2014: $4,718Net Income 2014: $1,6852014Revenue 2015: $8,700Expenses 2015: $6,311Net Income 2015: $2,3892015Revenue 2016: $6,250Expenses 2016: $6,067Net Income 2016: $1832016Revenue 2017: $5,500Expenses 2017: $6,810Net Income 2017: -$1,3102017Revenue 2018: $5,500Expenses 2018: $6,628Net Income 2018: -$1,1282018Revenue 2019: $7,000Expenses 2019: $6,987Net Income 2019: $132019Revenue 2020: $5,000Expenses 2020: $1,253Net Income 2020: $3,7472020Revenue 2021: $7,570Expenses 2021: $8,153Net Income 2021: -$5832021Revenue 2022: $1,010Expenses 2022: $3,153Net Income 2022: -$2,1432022Revenue 2023: $6,425Expenses 2023: $7,730Net Income 2023: -$1,3052023Revenue 2024: $8,163Expenses 2024: $6,398Net Income 2024: $1,7652024

Highlighted filing

2024

Revenue$8,163
Expenses$6,398
Net Income$1,765
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,691
Liabilities
$0
Net assets
$9,691
Revenue
$8,163
Expenses
$6,398
Net income
$1,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$8.16$6.40$1.77
2023Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$6.43$7.73$1.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.83$0.00$9.83$1.01$3.15$2.14
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.0$0.00$12.0$7.57$8.15$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$5.00$1.25$3.75
2019Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$7.00$6.99$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.00$8.80$5.50$6.63$1.13
2017Summary only. Only limited summary data is available for this year.$9.93$0.00$5.50$6.81$1.31
2016Summary only. Only limited summary data is available for this year.$11.2$0.00$6.25$6.07$0.18
2015Summary only. Only limited summary data is available for this year.$11.1$0.00$8.70$6.31$2.39
2014Summary only. Only limited summary data is available for this year.$8.67$0.00$6.40$4.72$1.69
2013Summary only. Only limited summary data is available for this year.$6.98$0.00$4.35$3.87$0.48
2012Summary only. Only limited summary data is available for this year.$6.50$0.00$4.53$7.18$2.65
2011Summary only. Only limited summary data is available for this year.$9.15$0.00$3.70$5.32$1.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Gross Receipts
$8,163
Mission and Program Overview

Mission

See attached statement a-1

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES CONTINUING EDUCATION IN THE FIELD OF OCCUPATIONAL THERAPY. IT FACILITATES COMMUNICATION AMONG EDUCATORS AND FIELDWORKERS.-$6,397
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN CONNORPresident-$0--
RYAN WHITNEYTreasurer-$0--
CAREY LECKIESecretary-$0--
MICHAEL SALEMIBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
New England Occupational Therapy
EIN
04-3430050
In Care Of
% RYAN WHITNEY
Phone
6176275923
Address
co Ryan Whitney PO Box 53004, Medford, MA 02153

Signing Officer

Name
Ryan Whitney
Title
Treasurer
Phone
6176275923
Signed
2025-03-21
Discuss with paid preparer
Yes

Preparer

Firm
DelGrande & Montefusco Inc
Address
771 Reservoir Ave, Cranston, RI 02910
Preparer
Jennifer Haddon Mba CPA
Phone
4019420900
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCONFERENCES, CONVENTIONS, MEETINGS 4,993OFFICE EXPENSES 204LICENSES 52”

Raw XML Appendix149 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RYAN WHITNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum06176275923
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt041 BOSTON RD UNIT 424
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Billerica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001862
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01001
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07926
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09691
IRS990EZ/GrossReceiptsAmt08163
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08163
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07926
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07926
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN WHITNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAREY LECKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL SALEMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05249
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ATTACHED STATEMENT A-1
IRS990EZ/PrintingPublicationsPostageAmt0148
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES CONTINUING EDUCATION IN THE FIELD OF OCCUPATIONAL THERAPY. IT FACILITATES COMMUNICATION AMONG EDUCATORS AND FIELDWORKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06397
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06398
IRS990EZ/TotalProgramServiceExpensesAmt06397
IRS990EZ/TotalRevenueAmt08163
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NEOTECOUNCIL.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028168
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt028168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt028168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCONFERENCES, CONVENTIONS, MEETINGS 4,993OFFICE EXPENSES 204LICENSES 52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176275923
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New England Occupational Therapy
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0043430050
ReturnHeader/Filer/InCareOfNm0% RYAN WHITNEY
ReturnHeader/Filer/PhoneNum06176275923
ReturnHeader/Filer/USAddress/AddressLine1Txt0co Ryan Whitney PO Box 53004
ReturnHeader/Filer/USAddress/CityNm0Medford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002153
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475605462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DelGrande & Montefusco Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0771 Reservoir Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cranston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002910
ReturnHeader/PreparerPersonGrp/PhoneNum04019420900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER HADDON MBA CPA
ReturnHeader/ReturnTs02025-03-24T22:28:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits