Civic Intelligence

Wisconsin Occupational Therapy Association

990EZ • Fiscal year 2014 • EIN 23-7152493

Jan 01, 2014 to Dec 31, 2014 • Filed on May 21, 2015

Organization ProfileWWW.WOTA.NET
N83 W13410 Leon RdMenomonee Falls, WI 53051-3306

(612) 718-9644

Siviq Scores

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

Liabilities / Assets

67th percentile

0.05x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

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

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$78,436

Up $14,326 (+22%) from 2013

Net Assets

Up

$74,358

Up $14,743 (+25%) from 2013

Liabilities

Down

$4,078

Down $417 (-9.3%) from 2013

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin76th percentile

Revenue

Up

$104,761

Up $20,606 (+24%) from 2013

Expenses

Down

$90,018

Down $10,951 (-11%) from 2013

Net Income

Up

$14,743

Up $31,557 (+188%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2010: $101,575Liabilities 2010: $9,022Net Assets 2010: $92,5532010Assets 2011: $62,368Liabilities 2011: $4,401Net Assets 2011: $57,9672011Assets 2012: $80,558Liabilities 2012: $4,129Net Assets 2012: $76,4292012Assets 2013: $64,110Liabilities 2013: $4,495Net Assets 2013: $59,6152013Assets 2014: $78,436Liabilities 2014: $4,078Net Assets 2014: $74,3582014Assets 2017: $24,695Liabilities 2017: $20,000Net Assets 2017: $4,6952017Assets 2018: $14,730Net Assets 2018: $14,7302018Assets 2020: $8,853Net Assets 2020: $8,8532020Assets 2021: $12,332Net Assets 2021: $12,3322021Assets 2024: $41,823Net Assets 2024: $41,8232024

Highlighted filing

2014

Assets$78,436
Liabilities$4,078
Net Assets$74,358
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $102,162Expenses 2010: $114,120Net Income 2010: -$11,9582010Revenue 2011: $106,370Expenses 2011: $136,797Net Income 2011: -$30,4272011Revenue 2012: $114,916Expenses 2012: $96,454Net Income 2012: $18,4622012Revenue 2013: $84,155Expenses 2013: $100,969Net Income 2013: -$16,8142013Revenue 2014: $104,761Expenses 2014: $90,018Net Income 2014: $14,7432014Revenue 2017: $86,747Expenses 2017: $80,609Net Income 2017: $6,1382017Revenue 2018: $77,676Expenses 2018: $67,641Net Income 2018: $10,0352018Revenue 2020: $67,832Expenses 2020: $67,494Net Income 2020: $3382020Revenue 2021: $75,752Expenses 2021: $72,273Net Income 2021: $3,4792021Revenue 2024: $53,022Expenses 2024: $11,787Net Income 2024: $41,2352024

Highlighted filing

2014

Revenue$104,761
Expenses$90,018
Net Income$14,743
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 21, 2015
Return Version
2014v5.0
Gross Receipts
$104,761
Mission and Program Overview

Mission

The association focuses on promoting the profession and professional services of Occupational Therapists and Occupational Therapy Assistants as well as the education of Occupational Therapy students in Wisconsin

Improve practice of occupational therapy

Program Services

DescriptionGrantsExpenses
CONFERENCES HELD FOR PURPOSES OF IMPROVING THE PRACTICE OF OCCUPATIONAL THERAPISTS AND MAINTAINING EDUCATIONAL COMPETENCY.--
CONFERENCES HELD FOR PURPOSES OF IMPROVING THE PRACTICE OF OCCUPATIONAL THERAPISTS AND MAINTAINING EDUCATIONAL COMPETENCY.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA NAGELCo-President-$0--
MARNI GINSBERGCo-President-$0--
KELLY WAALAVP-Internal-$0--
RONNI WAGNERVP-External-$0--
CHRISTINE KEARNSVP-Membershi-$0--
MARY OGNENOFFVP-Practice-$0--
JOAN SORTEBERGTreasurer-$0--
LAURA FUTTERERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Occupational Therapy Asso
EIN
23-7152493
Phone
6127189644
Address
N83 W13410 LEON RD, MENOMONEE FALLS, WI 53051-3306

Signing Officer

Name
Marni Ginsberg
Title
Co-president
Phone
6127189644
Signed
2015-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Petkovsek & Moran Llp
Address
4001 NAKOOSA TRL STE 200, MADISON, WI 53714-1355
Preparer
Tina Lough Nelson CPA
Phone
6082213268
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 9,448 conferences/meetings 22,181 insurance 163 total 31,792”

Form 990-ez, Part II, Line 26

“Payroll & other liabilities 4,495 4,078”

Form 990-ez, Part III, Line 31

“Conferences held for purposes of improving the practice of occupational therapists and maintaining educational competency.”

Raw XML Appendix122 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
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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum04143591676
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N83 W13410 LEON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064110
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078436
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01290
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014743
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013910
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsAmt0104761
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040020
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074358
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074358
IRS990EZ/OccupancyRentUtltsAndMaintAmt08162
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA NAGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARNI GINSBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY WAALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RONNI WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE KEARNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY OGNENOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOAN SORTEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAURA FUTTERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-INTERNAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-EXTERNAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-PRACTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031792
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVE PRACTICE OF OCCUPATIONAL THERAPY
IRS990EZ/ProgramServiceRevenueAmt063440
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES HELD FOR PURPOSES OF IMPROVING THE PRACTICE OF OCCUPATIONAL THERAPISTS AND MAINTAINING EDUCATIONAL COMPETENCY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES HELD FOR PURPOSES OF IMPROVING THE PRACTICE OF OCCUPATIONAL THERAPISTS AND MAINTAINING EDUCATIONAL COMPETENCY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt036154
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04495
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04078
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090018
IRS990EZ/TotalRevenueAmt0104761
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WOTA.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 9,448 CONFERENCES/MEETINGS 22,181 INSURANCE 163 TOTAL 31,792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL & OTHER LIABILITIES 4,495 4,078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCES HELD FOR PURPOSES OF IMPROVING THE PRACTICE OF OCCUPATIONAL THERAPISTS AND MAINTAINING EDUCATIONAL COMPETENCY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARNI GINSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06127189644
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN OCCUPATIONAL THERAPY ASSO
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0237152493
ReturnHeader/Filer/PhoneNum06127189644
ReturnHeader/Filer/USAddress/AddressLine1Txt0N83 W13410 LEON RD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530513306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391981337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETKOVSEK & MORAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04001 NAKOOSA TRL STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537141355
ReturnHeader/PreparerPersonGrp/PhoneNum06082213268
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA LOUGH NELSON CPA
ReturnHeader/ReturnTs02015-08-04T13:44:14-05:00
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
$78,436
Liabilities
$4,078
Net assets
$74,358
Revenue
$104,761
Expenses
$90,018
Net income
$14,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.53$0.12$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.76$0.72$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.68$0.67$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$0.78$0.68$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.20$0.05$0.87$0.81$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.04$0.74$1.05$0.90$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.04$0.60$0.84$1.01$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.04$0.76$1.15$0.96$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.04$0.58$1.06$1.37$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.09$0.93$1.02$1.14$0.12