Civic Intelligence

New Jersey Occupational Therapy Association

990EZ • Fiscal year 2014 • EIN 22-2257708

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 24, 2015

Organization Profilenjota.org
PO Box 1415Toms River, NJ 08754

(888) 806-5682

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

70th percentile

$6,051

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$157,775

Up $17,886 (+13%) from 2013

Net Assets

Up

$157,775

Up $17,886 (+13%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$42,602

Down $8,686 (-17%) from 2013

Expenses

Down

$34,844

Down $13,864 (-28%) from 2013

Net Income

Up

$7,758

Up $5,178 (+201%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$400K$300K$200K$100K$0Assets 2010: $87,425Liabilities 2010: $02010Assets 2011: $93,433Liabilities 2011: $02011Assets 2012: $111,641Net Assets 2012: $111,6412012Assets 2013: $139,889Net Assets 2013: $139,8892013Assets 2014: $157,775Net Assets 2014: $157,7752014Assets 2015: $168,518Net Assets 2015: $168,5182015Assets 2016: $202,071Net Assets 2016: $202,0712016Assets 2017: $230,429Net Assets 2017: $230,4292017Assets 2018: $220,958Net Assets 2018: $220,9582018Assets 2019: $270,513Net Assets 2019: $270,5132019Assets 2020: $289,996Net Assets 2020: $289,9962020Assets 2021: $348,357Net Assets 2021: $348,3572021Assets 2022: $262,515Net Assets 2022: $262,5152022Assets 2023: $305,081Net Assets 2023: $305,0812023Assets 2024: $351,788Net Assets 2024: $351,7882024

Highlighted filing

2014

Assets$157,775
Liabilities-
Net Assets$157,775
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2010: $25,424Expenses 2010: $49,423Net Income 2010: -$23,9992010Revenue 2011: $56,488Expenses 2011: $49,202Net Income 2011: $7,2862011Revenue 2012: $43,510Expenses 2012: $37,959Net Income 2012: $5,5512012Revenue 2013: $51,288Expenses 2013: $48,708Net Income 2013: $2,5802013Revenue 2014: $42,602Expenses 2014: $34,844Net Income 2014: $7,7582014Revenue 2015: $59,758Expenses 2015: $37,680Net Income 2015: $22,0782015Revenue 2016: $61,228Expenses 2016: $34,059Net Income 2016: $27,1692016Revenue 2017: $55,959Expenses 2017: $58,981Net Income 2017: -$3,0222017Revenue 2018: $53,892Expenses 2018: $45,279Net Income 2018: $8,6132018Revenue 2019: $43,526Expenses 2019: $45,304Net Income 2019: -$1,7782019Revenue 2020: $26,870Expenses 2020: $37,977Net Income 2020: -$11,1072020Revenue 2021: $50,073Expenses 2021: $38,465Net Income 2021: $11,6082021Revenue 2022: $58,355Expenses 2022: $89,099Net Income 2022: -$30,7442022Revenue 2023: $61,284Expenses 2023: $39,831Net Income 2023: $21,4532023Revenue 2024: $42,579Expenses 2024: $41,053Net Income 2024: $1,5262024

Highlighted filing

2014

Revenue$42,602
Expenses$34,844
Net Income$7,758
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 24, 2015
Return Version
2014v5.0
Gross Receipts
$45,190
Mission and Program Overview

Mission

Promotion of the profession of occupational therapy.

Program Services

DescriptionGrantsExpenses
1. TO ORGANIZE ANNUAL CONFERENCES AND WORKSHOPS TO PROVIDE CONTINUING EDUCATION TO MEMBERS CONCERNING OCCUPATIONAL THERAPY.2. TO INCUR PROFESSIONAL LICENSURE AND CERTIFICATION COSTS TO OBTAIN LICENSURE AND CERTIFICATION TO MAINTAIN PROFESSIONAL AND EDUCATION STANDARDS OF MEMBERS.3. TO MAINTAIN A WEBSITE THAT IS USED TO PROVIDE CAREER INFORMATION, JOB LISTINGS, AND CURRENT EVENTS TO MEMBERS.$27,137$1,500
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA RUSSELLBusiness Mangr.PT$6,051-$6,051
MARIANN MORANTreasurerPT$0--
FELICIA CHEWPresidentPT$0--
LIZ GRIFFIN LANNIGANSecretaryPT$0--
MARY LAWSONVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
New Jersey Occupational Therapy
EIN
22-2257708
Phone
8888065682
Address
PO BOX 1415, TOMS RIVER, NJ 08754

Signing Officer

Name
Mariann Moran
Title
President
Signed
2015-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Mosteller Ischinger & Owens LLC
Address
55 Madison Avenue Suite 320-B, Morristown, NJ 07960-7397
Preparer
Mary K Ford CPA
Phone
9733269500
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $3326”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4930”

Other Expenses.1012

“Insurance $1326”

Other Expenses.1

“Bank service charges $1150”

Other Expenses.2

“TELEPHONE $663”

Other Expenses.3

“WORKSHOP EXPENSE $632”

Other Expenses.4

“DATA BASE FEE $384”

Other Expenses.5

“MISCELLANEOUS $178”

Other Expenses.6

“FILING FEES $25”

Raw XML Appendix129 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/PersonNm0MARIANNE MORAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02017382966
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 MYRTLE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHATHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007928
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157775
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02588
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07758
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014679
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157775
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02412
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt045190
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03649
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157775
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt46051
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIANN MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FELICIA CHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZ GRIFFIN LANNIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BUSINESS MANGR.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt010128
IRS990EZ/OtherExpensesTotalAmt012614
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF THE PROFESSION OF OCCUPATIONAL THERAPY.
IRS990EZ/ProgramServiceRevenueAmt021466
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01. TO ORGANIZE ANNUAL CONFERENCES AND WORKSHOPS TO PROVIDE CONTINUING EDUCATION TO MEMBERS CONCERNING OCCUPATIONAL THERAPY.2. TO INCUR PROFESSIONAL LICENSURE AND CERTIFICATION COSTS TO OBTAIN LICENSURE AND CERTIFICATION TO MAINTAIN PROFESSIONAL AND EDUCATION STANDARDS OF MEMBERS.3. TO MAINTAIN A WEBSITE THAT IS USED TO PROVIDE CAREER INFORMATION, JOB LISTINGS, AND CURRENT EVENTS TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027137
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06051
IRS990EZ/SaleOfAssetsGrossAmt05000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034844
IRS990EZ/TotalProgramServiceExpensesAmt027137
IRS990EZ/TotalRevenueAmt042602
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0njota.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $3326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $4930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE $663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WORKSHOP EXPENSE $632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DATA BASE FEE $384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANN MORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW JERSEY OCCUPATIONAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWJ
ReturnHeader/Filer/EIN0222257708
ReturnHeader/Filer/PhoneNum08888065682
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1415
ReturnHeader/Filer/USAddress/CityNm0TOMS RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mosteller Ischinger & Owens LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 Madison Avenue Suite 320-B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morristown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0079607397
ReturnHeader/PreparerPersonGrp/PhoneNum09733269500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY K FORD CPA
ReturnHeader/ReturnTs02015-06-24T12:39:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,775
Liabilities
-
Net assets
$157,775
Revenue
$42,602
Expenses
$34,844
Net income
$7,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$3.52$0.43$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.05$3.05$0.61$0.40$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.63$2.63$0.58$0.89$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.48$3.48$0.50$0.38$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.27$0.38$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.44$0.45$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.54$0.45$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.56$0.59$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.61$0.34$0.27
2015Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.60$0.38$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.43$0.35$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.51$0.49$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.12$0.44$0.38$0.06
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.56$0.49$0.07
2010Summary only. Only limited summary data is available for this year.$0.87$0.00$0.25$0.49$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits