Civic Intelligence

New Jersey Occupational Therapy Association Inc

990EZ • Fiscal year 2016 • EIN 22-2257708

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 27, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

96th percentile

44%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

2.5%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$202,071

Up $33,553 (+20%) from 2015

Net Assets

Up

$202,071

Up $33,553 (+20%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$61,228

Up $1,470 (+2.5%) from 2015

Expenses

Down

$34,059

Down $3,621 (-9.6%) from 2015

Net Income

Up

$27,169

Up $5,091 (+23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2016

Assets$202,071
Liabilities-
Net Assets$202,071
Open 2016 Filing

Operations Trend

Revenue Growth54th 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

2016

Revenue$61,228
Expenses$34,059
Net Income$27,169
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 27, 2017
Return Version
2016v3.0
Gross Receipts
$61,228
Mission and Program Overview

Mission

Promotion of the profession of occupational therapy.

Program Services

DescriptionGrantsExpenses
TO OBTAIN PROFESSIONAL LICENSURE AND CERTIFICATION GUIDELINES FOR THE PROFESSION, AND TO HELP MAINTAIN PROFESSIONAL AND EDUCATION STANDARDS OF MEMBERS.$12,847-
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.$10,808-
TO MAINTAIN A WEBSITE THAT IS USED TO PROVIDE CAREER INFORMATION, JOB LISTINGS AND CURRENT EVENTS TO MEMBERS.$3,507-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE DURHAMTreasurerPT$0--
FELICIA CHEWPresidentPT$0--
KIMBERLY FURPHYSecretaryPT$0--
MARY LAWSONVice PresidentPT$0--
LINDA RUSSELLBusiness Mangr.PT$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
Diane Durham
Title
Treasurer
Signed
2017-02-27
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.1002

“Office Expenses $570”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4637”

Other Expenses.1012

“Insurance $1059”

Other Expenses.1

“WEBSITE FEES $3507”

Other Expenses.2

“Merchant & bank fees $1431”

Other Expenses.3

“Dues & subscriptions $400”

Other Expenses.5

“TELEPHONE $148”

Other Expenses.6

“HONORARIA $112”

Other Expenses.7

“MISCELLANEOUS $64”

Raw XML Appendix132 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/PersonNm0LINDA RUSSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum02017382966
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0128 RIPTIDE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANAHAWKIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0168518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202071
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt012000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027169
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013212
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0168518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0202071
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt061228
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011391
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021770
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0168518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0202071
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0168518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0202071
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/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE DURHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FELICIA CHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY FURPHY
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/OtherChangesInNetAssetsAmt06384
IRS990EZ/OtherExpensesTotalAmt011928
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF THE PROFESSION OF OCCUPATIONAL THERAPY.
IRS990EZ/PrintingPublicationsPostageAmt0334
IRS990EZ/ProgramServiceRevenueAmt028067
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/DescriptionProgramSrvcAccomTxt1TO OBTAIN PROFESSIONAL LICENSURE AND CERTIFICATION GUIDELINES FOR THE PROFESSION, AND TO HELP MAINTAIN PROFESSIONAL AND EDUCATION STANDARDS OF MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO MAINTAIN A WEBSITE THAT IS USED TO PROVIDE CAREER INFORMATION, JOB LISTINGS AND CURRENT EVENTS TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010808
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112847
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23507
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07085
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034059
IRS990EZ/TotalProgramServiceExpensesAmt027162
IRS990EZ/TotalRevenueAmt061228
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0njota.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $4637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE FEES $3507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MERCHANT & BANK FEES $1431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HONORARIA $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $64
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE DURHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-27
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/ReturnTs02017-02-27T13:25:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,071
Liabilities
-
Net assets
$202,071
Revenue
$61,228
Expenses
$34,059
Net income
$27,169
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. 2016 filings • 501(c)6 • <$500k nonprofits