Civic Intelligence

Wisconsin Occupational Therapy Association

990EZ • Fiscal year 2013 • EIN 23-7152493

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 14, 2014

Organization Profilewww.wota.net
122 East Olin Avenue53713-1468

(608) 287-1606

Siviq Scores

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

Liabilities / Assets

70th percentile

0.07x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

12th percentile

-20%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

16th percentile

-20%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$64,110

Down $16,448 (-20%) from 2012

Net Assets

Down

$59,615

Down $16,814 (-22%) from 2012

Liabilities

Up

$4,495

Up $366 (+8.9%) from 2012

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin12th percentile

Revenue

Down

$84,155

Down $30,761 (-27%) from 2012

Expenses

Up

$100,969

Up $4,515 (+4.7%) from 2012

Net Income

Down

-$16,814

Down $35,276 (-191%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth16th 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 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

2013

Assets$64,110
Liabilities$4,495
Net Assets$59,615
Open 2013 Filing

Operations Trend

Revenue Growth10th 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 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

2013

Revenue$84,155
Expenses$100,969
Net Income-$16,814
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 14, 2014
Return Version
2013v3.1
Gross Receipts
$84,155
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.--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARNI GINSBERGCo-President-$0--
LAURA NAGELCo-President-$0--
SARITA BOESecretary-$0--
JAN LEFFERTVP-Internal Affairs-$0--
MARY OGNENOFFVP Practice-$0--
JOAN SORTEBERGTreasurer-$0--
JOAN TEMPLEVP External Affairs-$0--
CHRIS KEARNSVP Membership-$0--
Filing and Contact Details

Filer

EIN
23-7152493
Phone
6082871606

Signing Officer

Name
Marni Ginsberg
Title
Co-president
Phone
6082871606
Signed
2014-02-14
Discuss with paid preparer
Yes

Preparer

Preparer
Christina Lough Nelson CPA
Phone
6082213268
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank and credit card fees 3454. Conference & workshop expenses 19262. Insurance 904. Mileage reimbursement 180. Supplies 3565. Taxes & licenses 2863. Telephone 3062. Travel & lodging 198. Depreciation 0.”

Form 990, Part IX, Line 24F

“Licenses marketing meals & meetings misc & uncategorized outside services recognition speaker fees insurance”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHEILA ENDICOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum06082871606
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10122 E Olin Ave 165
IRS990EZ/BooksInCareOfDetail/USAddress/City0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053713
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080558
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064110
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0495
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16814
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022717
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080558
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064110
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084155
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037110
IRS990EZ/MethodOfAccountingOtherDesc0Modified Cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076429
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059615
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076429
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059615
IRS990EZ/OccupancyRentUtltsAndMaintAmt08620
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
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/PersonNm0MARNI GINSBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA NAGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARITA BOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAN LEFFERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY OGNENOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOAN SORTEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOAN TEMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS KEARNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Internal Affairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Practice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP External Affairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033488
IRS990EZ/PrimaryExemptPurposeTxt0Improve practice of Occupational Therapy
IRS990EZ/PrintingPublicationsPostageAmt02698
IRS990EZ/ProgramServiceRevenueAmt046542
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONFERENCES HELD FOR PURPOSES OF IMPROVING THE PRACTICE OF OCCUPATIONAL THERAPISTS AND MAINTAINING EDUCATIONAL COMPETENCY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033446
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04129
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04495
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100969
IRS990EZ/TotalRevenueAmt084155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wota.net
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK AND CREDIT CARD FEES 3454. CONFERENCE & WORKSHOP EXPENSES 19262. INSURANCE 904. MILEAGE REIMBURSEMENT 180. SUPPLIES 3565. TAXES & LICENSES 2863. TELEPHONE 3062. TRAVEL & LODGING 198. DEPRECIATION 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSES MARKETING MEALS & MEETINGS MISC & UNCATEGORIZED OUTSIDE SERVICES RECOGNITION SPEAKER FEES INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARNI GINSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082871606
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Wisconsin Occupational Therapy Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0237152493
ReturnHeader/Filer/PhoneNum06082871606
ReturnHeader/Filer/USAddress/AddressLine10122 East Olin Avenue
ReturnHeader/Filer/USAddress/City0Madison
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537131468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Petkovsek & Moran LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104001 Nakoosa Trail Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0537141355
ReturnHeader/PreparerPersonGrp/PhoneNum06082213268
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA LOUGH NELSON CPA
ReturnHeader/ReturnTs02014-03-09T14:49:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,110
Liabilities
$4,495
Net assets
$59,615
Revenue
$84,155
Expenses
$100,969
Net income
-$16,814
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