Civic Intelligence

Wisconsin Occupational Therapy Association Inc

EIN 23-7152493 • 501(c)6 • Madison, WI

Profile

Improve practice of Occupational Therapy

3717 Paus StreetMadison, WI 53704

www.wota.net

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

98th percentile

78%

Higher net margin than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

50%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,823

Up $29,491 (+239%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$41,823

Up $29,491 (+239%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$53,022

Down $22,730 (-30%) from 2021

Expenses

Down

$11,787

Down $60,486 (-84%) from 2021

Net Income

Up

$41,235

Up $37,756 (+1085%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$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 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

2024

Assets$41,823
Liabilities-
Net Assets$41,823
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest 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 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

2024

Revenue$53,022
Expenses$11,787
Net Income$41,235
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$41,823
Liabilities
-
Net assets
$41,823
Revenue
$53,022
Expenses
$11,787
Net income
$41,235
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 1, 2025
Return Version
2024v5.2
Gross Receipts
$53,022
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

Program Services

DescriptionGrantsExpenses
To promote the profession and professional services ofoccupational therapists and occupational therapy assistants,as well as the education of occupational therapy students in the state of Wisconsin-$11,787
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelly MuchePresident-$0--
Ashley Ovaska-WeberPresident Elect-$0--
Carrie SardinaPresident Elect-$0--
Chanel GillianVice President Ia-$0--
Sarah PunshonVice President Ia-$0--
Katelyn BradyVice President Pd-$0--
Katie ArnoldVice President M-$0--
Cindy HeiseStudent Rep-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Occupational Therapy Association
EIN
23-7152493
Phone
7152924085
Address
3717 Paus Street, Madison, WI 53704

Signing Officer

Name
Ashley Ovaska-Weber
Title
President Elect
Phone
7152924085
Signed
2025-06-01

Preparer

Firm
Statz Accounting & Tax Services LLC
Address
1102 POST ROAD SUITE 2, MADISON, WI 53713
Preparer
Jasmin Statz
Phone
6084677760
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 775.”

Form 990EZ, Part I, Line 16

“Bank, CC & Paypal Fees 1682.”

Form 990EZ, Part I, Line 16

“Dues & Subscriptions 1826.”

Form 990EZ, Part I, Line 16

“Conference Refreshments 254.”

Form 990EZ, Part I, Line 16

“Conference Fees 750.”

Form 990EZ, Part I, Line 16

“Conference Refunds”

Raw XML Appendix146 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/BusinessName/BusinessNameLine1Txt0Ashley Ovaska-Weber
IRS990EZ/BooksInCareOfDetail/PhoneNum07152924085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03717 Paus Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0588
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041823
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01348
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt041235
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0588
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041823
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt053022
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041123
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0588
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0588
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shelly Muche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Ovaska-Weber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carrie Sardina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chanel Gillian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Punshon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katelyn Brady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katie Arnold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cindy Heise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President IA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President IA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President PD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President M
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Student Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05287
IRS990EZ/PrimaryExemptPurposeTxt0The 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
IRS990EZ/ProgramServiceRevenueAmt010551
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote the profession and professional services ofoccupational therapists and occupational therapy assistants,as well as the education of occupational therapy students in the state of Wisconsin
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011787
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011787
IRS990EZ/TotalProgramServiceExpensesAmt011787
IRS990EZ/TotalRevenueAmt053022
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank, CC & Paypal Fees 1682.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues & Subscriptions 1826.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conference Refreshments 254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conference Fees 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conference Refunds
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Ovaska-Weber
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President Elect
ReturnHeader/BusinessOfficerGrp/PhoneNum07152924085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wisconsin Occupational Therapy Association
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0237152493
ReturnHeader/Filer/PhoneNum07152924085
ReturnHeader/Filer/USAddress/AddressLine1Txt03717 Paus Street
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271606489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STATZ ACCOUNTING & TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01102 POST ROAD SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053713
ReturnHeader/PreparerPersonGrp/PhoneNum06084677760
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jasmin Statz
ReturnHeader/ReturnTs02025-07-15T08:10:48-07:00
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)6 • <$500k nonprofits