Civic Intelligence

Wisconsin Occupational Therapy Association

990EZ • Fiscal year 2020 • EIN 23-7152493

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

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

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

45th percentile

0.5%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-10.0%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,853

Down $5,877 (-40%) from 2018

Net Assets

Down

$8,853

Down $5,877 (-40%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$67,832

Down $9,844 (-13%) from 2018

Expenses

Down

$67,494

Down $147 (-0.2%) from 2018

Net Income

Down

$338

Down $9,697 (-97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$8,853
Liabilities-
Net Assets$8,853
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$67,832
Expenses$67,494
Net Income$338
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Gross Receipts
$67,832
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--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly SajdakPresident-$0--
Nicole BoyingtonVice President-$0--
Katy WenzelVice President-$0--
Joan SortebergVice President-$0--
Jennifer LabonteVice President-$0--
Laura FuttererTreasurer-$0--
Kelly EnghoferSecretary-$0--
Laura KocumExecutive Director-$0--
Amber DonovanVice President-$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
Robert Welch
Title
Executive Director
Phone
6088190150
Signed
2021-05-17

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 0.”

Form 990EZ, Part I, Line 16

“Bank, CC & Paypal Fees 2524.”

Form 990EZ, Part I, Line 16

“Website 4410.”

Raw XML Appendix148 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Sajdak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Boyington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katy Wenzel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joan Sorteberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Labonte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laura Futterer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kelly Enghofer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Laura Kocum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amber Donovan
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/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06934
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/PrintingPublicationsPostageAmt060
IRS990EZ/ProgramServiceRevenueAmt027685
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06088190150
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ReturnHeader/Filer/PhoneNum06088190150
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ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum06084677760
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ReturnHeader/ReturnTs02021-11-14T17:34:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,853
Liabilities
-
Net assets
$8,853
Revenue
$67,832
Expenses
$67,494
Net income
$338
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
2020Detailed filing. Detailed filing data is available for this year.$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