Civic Intelligence

Wisconsin Occupational Therapy Association

990EZ • Fiscal year 2017 • EIN 23-7152493

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization ProfileN/A
16 N Carroll StreetMadison, WI 53703

(608) 819-0150

Siviq Scores

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

Liabilities / Assets

95th percentile

0.81x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

7.1%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-32%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

35th percentile

-6.1%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$24,695

Down $39,415 (-61%) from 2013

Net Assets

Down

$4,695

Down $54,920 (-92%) from 2013

Liabilities

Up

$20,000

Up $15,505 (+345%) from 2013

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin62nd percentile

Revenue

Up

$86,747

Up $2,592 (+3.1%) from 2013

Expenses

Down

$80,609

Down $20,360 (-20%) from 2013

Net Income

Up

$6,138

Up $22,952 (+137%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$24,695
Liabilities$20,000
Net Assets$4,695
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$86,747
Expenses$80,609
Net Income$6,138
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Gross Receipts
$86,747
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 of occupational therapists and occupational therapy assistants, as well as the education of occupational therapy students in the state of Wisconsin-$80,609
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY SAJDAKPresident-$0--
KATY WENZELVice President-$0--
AMBER DONOVANVice President-$0--
JOAN SORTEBERGVice President-$0--
JENNIFER LABONTEVice President-$0--
LAURA FUTTERERTreasurer-$0--
KELLY ENGHOFERSecretary-$0--
LAURA KOCUMExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Occupational Therapy Association
EIN
23-7152493
Phone
6088190150
Address
16 N Carroll Street, Madison, WI 53703

Signing Officer

Name
Kelly Sajdak
Title
President
Phone
6088190150
Signed
2018-04-26

Preparer

Firm
Statz Accounting & Tax Services LLC
Address
1102 POST ROAD SUITE 2, MADISON, WI 53713
Preparer
Jasmin Statz
Phone
6083474353
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 1513.”

Form 990EZ, Part I, Line 16

“Bank, CC & Paypal Fees 2876.”

Form 990EZ, Part I, Line 16

“Conference Expenses 13638.”

Raw XML Appendix131 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
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Welch Group
IRS990EZ/BooksInCareOfDetail/PhoneNum06085190150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016 N Carroll St Ste 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024695
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0505
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06138
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt059186
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024695
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt086747
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt086242
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04695
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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/PersonNm0KELLY SAJDAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATY WENZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER DONOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN SORTEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER LABONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA FUTTERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELLY ENGHOFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAURA KOCUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018027
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/PrintingPublicationsPostageAmt03396
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote the profession and professional services of occupational therapists and occupational therapy assistants, as well as the education of occupational therapy students in the state of Wisconsin
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080609
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01443
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080609
IRS990EZ/TotalProgramServiceExpensesAmt080609
IRS990EZ/TotalRevenueAmt086747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 1513.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank, CC & Paypal Fees 2876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conference Expenses 13638.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY SAJDAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088190150
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wisconsin Occupational Therapy Association
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0237152493
ReturnHeader/Filer/PhoneNum06088190150
ReturnHeader/Filer/USAddress/AddressLine1Txt016 N Carroll Street
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006D01D7F8DB854F4392FACACFED6FD61BDE5B21A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006D01D7F8DB854F4392FACACFED6FD61BDE5B21A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.41.171.131
ReturnHeader/FilingSecurityInformation/IPDt02018-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:05:13
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/PhoneNum06083474353
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMIN STATZ
ReturnHeader/ReturnTs02018-05-16T06:05:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,695
Liabilities
$20,000
Net assets
$4,695
Revenue
$86,747
Expenses
$80,609
Net income
$6,138
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits