Civic Intelligence

New York State Occupational Therapy Association Inc

990 • Fiscal year 2017 • EIN 11-2141122

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

Organization ProfileNYSOTA.ORG
PO Box 609Glenmont, NY 12077

(518) 301-9187

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

2.6%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-7.9%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$110,137

Up $2,765 (+2.6%) from 2016

Net Assets

Down

$78,003

Down $10,330 (-12%) from 2016

Liabilities

Up

$32,134

Up $13,095 (+69%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin18th percentile

Revenue

Down

$139,486

Down $12,021 (-7.9%) from 2016

Expenses

Down

$158,042

Down $10,026 (-6.0%) from 2016

Net Income

Down

-$18,556

Down $1,995 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $274,094Liabilities 2010: $9,347Net Assets 2010: $264,7472010Assets 2011: $296,014Liabilities 2011: $36,510Net Assets 2011: $259,5042011Assets 2012: $266,624Liabilities 2012: $23,581Net Assets 2012: $243,0432012Assets 2013: $213,474Liabilities 2013: $33,429Net Assets 2013: $180,0452013Assets 2014: $168,336Liabilities 2014: $33,182Net Assets 2014: $135,1542014Assets 2015: $129,223Liabilities 2015: $21,989Net Assets 2015: $107,2342015Assets 2016: $107,372Liabilities 2016: $19,039Net Assets 2016: $88,3332016Assets 2017: $110,137Liabilities 2017: $32,134Net Assets 2017: $78,0032017Assets 2018: $82,784Liabilities 2018: $70Net Assets 2018: $82,7142018Assets 2019: $98,290Liabilities 2019: $615Net Assets 2019: $97,6752019Assets 2020: $118,811Liabilities 2020: $1,720Net Assets 2020: $117,0912020Assets 2021: $180,107Liabilities 2021: $6,924Net Assets 2021: $173,1832021Assets 2022: $193,958Liabilities 2022: $7,084Net Assets 2022: $186,8742022Assets 2023: $244,911Liabilities 2023: $8,203Net Assets 2023: $236,7082023Assets 2024: $289,171Liabilities 2024: $7,020Net Assets 2024: $282,1512024Assets 2025: $322,384Liabilities 2025: $7,689Net Assets 2025: $314,6952025

Highlighted filing

2017

Assets$110,137
Liabilities$32,134
Net Assets$78,003
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $111,3112010Revenue 2011: $95,561Expenses 2011: $109,172Net Income 2011: -$13,6112011Revenue 2012: $103,383Expenses 2012: $119,638Net Income 2012: -$16,2552012Revenue 2013: $90,397Expenses 2013: $152,115Net Income 2013: -$61,7182013Revenue 2014: $108,229Expenses 2014: $170,973Net Income 2014: -$62,7442014Revenue 2015: $144,310Expenses 2015: $179,529Net Income 2015: -$35,2192015Revenue 2016: $151,507Expenses 2016: $168,068Net Income 2016: -$16,5612016Revenue 2017: $139,486Expenses 2017: $158,042Net Income 2017: -$18,5562017Revenue 2018: $154,549Expenses 2018: $152,802Net Income 2018: $1,7472018Revenue 2019: $152,676Expenses 2019: $138,246Net Income 2019: $14,4302019Revenue 2020: $157,653Expenses 2020: $135,311Net Income 2020: $22,3422020Revenue 2021: $149,456Expenses 2021: $122,273Net Income 2021: $27,1832021Revenue 2022: $165,003Expenses 2022: $129,184Net Income 2022: $35,8192022Revenue 2023: $223,606Expenses 2023: $178,207Net Income 2023: $45,3992023Revenue 2024: $218,912Expenses 2024: $187,769Net Income 2024: $31,1432024Revenue 2025: $236,802Expenses 2025: $199,870Net Income 2025: $36,9322025

Highlighted filing

2017

Revenue$139,486
Expenses$158,042
Net Income-$18,556
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Gross Receipts
$139,486
Mission and Program Overview

Mission

The new york state occupational therapy association is dedicated to the advancement of the occupational therapy profession and to the improvement of the quality of occupational therapy services for all.

Membership organization serving the profession of occupational therapy in new york state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$56,045$66,604▲ $10,559
Cash and Non-Interest-Bearing Accounts$40,301$38,725▼ $1,576
Prepaid Expenses and Deferred Charges$7,750$4,808▼ $2,942
Accounts Receivable$3,276--
Total Assets$107,372$110,137▲ $2,765
Liabilities
Accounts Payable and Accrued Expenses$19,039$28,059▲ $9,020
Deferred Revenue-$4,075-
Total Liabilities$19,039$32,134▲ $13,095
Net Assets / Fund Balance
Temporarily Rstr Net Assets$61,750$72,309▲ $10,559
Unrestricted Net Assets$26,583$5,694▼ $20,889
Total Net Assets Fund Balance$88,333$78,003▼ $10,330
Total Liabilities and Net Assets / Fund Balance$107,372$110,137▲ $2,765
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Gloria LuckerPresident
Donna FrazierVice-president
Clover HutchinsonTrustee
Cristina DumitrescuTrustee
Jeff TomlinsonTrustee
Mildred Consolo-MelchionneTrustee
Peggy FryeSecretary
Ann RussoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,071
Program Service Revenue
$134,082
Investment Income
$2,333
Other Revenue
$0
All Other Contributions
$3,071
Change in Net Assets
$-18,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,042
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$80,000
Conferences and Meetings---$39,745
Fees for Services Lobbying---$15,936
Office Expenses---$8,665
Information Technology---$5,777
Insurance---$4,730
Fees for Services Accounting---$2,750
All Other Expenses---$439
Total Functional Expenses$0$0$0$158,042
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“Significant Changes to Governing Documents: By-laws were amended effective the beginning of this reporting period to replace district chairs by elected trustees as members of the Board in addition to the four titled officers.”

Form 990, Part VI, Section A, line 6

“Members or stockholders: membership is open to licensed occupational therapists, students, individuals retired from the profession, and organizations employing occupational therapists or providing occupational therapy services to the community.”

Form 990, Part VI, Section A, line 7A

“Members' powers with respect to the governing body: members of the executive committee, comprised of the president, vice-president, secretary and treasurer, and the board of trustees are elected by the general body of membership to serve two-year terms. Elected officers and trustees are limited to a maximum of two terms.”

Form 990, Part VI, Section A, line 7B

“Governance decisions reserved to or subject to approval of members: amendments to the by-laws or decisions changing the overall character or functioning of the association are subject to approval by the general membership.”

Form 990, Part VI, Section B, line 11B

“Form 990 review process: the form 990 is made available for review and comment to members of the governing body prior to being filed.”

Form 990, Part VI, Section C, line 19

“Public access to organization documents: nysota makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New York State Occupational Therapy
EIN
11-2141122
Phone
5183019187
Address
PO Box 609, Glenmont, NY 12077

Signing Officer

Name
Gloria R Lucker
Title
President
Phone
5183019187
Signed
2018-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria R Lucker
Formed
1960
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
UHY Advisors NY Inc
Address
4 Tower Place Executive Park 7th, Floor, Albany, NY 12203
Preparer
James Daniels
Phone
5184493166
Raw XML Appendix314 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
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IRS990/MissionDesc0THE NEW YORK STATE OCCUPATIONAL THERAPY ASSOCIATION IS DEDICATED TO THE ADVANCEMENT OF THE OCCUPATIONAL THERAPY PROFESSION AND TO THE IMPROVEMENT OF THE QUALITY OF OCCUPATIONAL THERAPY SERVICES FOR ALL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Significant Changes to Governing Documents: By-laws were amended effective the beginning of this reporting period to replace district chairs by elected trustees as members of the Board in addition to the four titled officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OR STOCKHOLDERS: MEMBERSHIP IS OPEN TO LICENSED OCCUPATIONAL THERAPISTS, STUDENTS, INDIVIDUALS RETIRED FROM THE PROFESSION, AND ORGANIZATIONS EMPLOYING OCCUPATIONAL THERAPISTS OR PROVIDING OCCUPATIONAL THERAPY SERVICES TO THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS' POWERS WITH RESPECT TO THE GOVERNING BODY: MEMBERS OF THE EXECUTIVE COMMITTEE, COMPRISED OF THE PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER, AND THE BOARD OF TRUSTEES ARE ELECTED BY THE GENERAL BODY OF MEMBERSHIP TO SERVE TWO-YEAR TERMS. ELECTED OFFICERS AND TRUSTEES ARE LIMITED TO A MAXIMUM OF TWO TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNANCE DECISIONS RESERVED TO OR SUBJECT TO APPROVAL OF MEMBERS: AMENDMENTS TO THE BY-LAWS OR DECISIONS CHANGING THE OVERALL CHARACTER OR FUNCTIONING OF THE ASSOCIATION ARE SUBJECT TO APPROVAL BY THE GENERAL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 REVIEW PROCESS: THE FORM 990 IS MADE AVAILABLE FOR REVIEW AND COMMENT TO MEMBERS OF THE GOVERNING BODY PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PUBLIC ACCESS TO ORGANIZATION DOCUMENTS: NYSOTA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0134082
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02333
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139486
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107372
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0110137
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt026583
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05694
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 609
IRS990/USAddress/CityNm0Glenmont
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012077
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0NYSOTA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA R LUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05183019187
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New York State Occupational Therapy
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0112141122
ReturnHeader/Filer/PhoneNum05183019187
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 609
ReturnHeader/Filer/USAddress/CityNm0Glenmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012077
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A18537F10B1428AC5D9CE7ECFB87A0D40D3E58B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FBF8FF65595816D30EBF539CE86E0A589249BE55
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.99.101.4
ReturnHeader/FilingSecurityInformation/IPDt02018-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:54:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141555429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY Advisors NY Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Tower Place Executive Park 7th
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012203
ReturnHeader/PreparerPersonGrp/PhoneNum05184493166
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Daniels
ReturnHeader/ReturnTs02018-02-07T13:50:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,137
Liabilities
$32,134
Net assets
$78,003
Revenue
$139,486
Expenses
$158,042
Net income
-$18,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.08$3.15$2.37$2.00$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.07$2.82$2.19$1.88$0.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.08$2.37$2.24$1.78$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.07$1.87$1.65$1.29$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.07$1.73$1.49$1.22$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.02$1.17$1.58$1.35$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.98$1.53$1.38$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$1.55$1.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.32$0.78$1.39$1.58$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.19$0.88$1.52$1.68$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.22$1.07$1.44$1.80$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.33$1.35$1.08$1.71$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.33$1.80$0.90$1.52$0.62
2012Summary only. Only limited summary data is available for this year.$2.67$0.24$2.43$1.03$1.20$0.16
2011Summary only. Only limited summary data is available for this year.$2.96$0.37$2.60$0.96$1.09$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.09$2.65$1.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits