Civic Intelligence

Connecticut Occupational Therapy Association

990EZ • Fiscal year 2020 • EIN 23-7192232

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 09, 2020

370 Prospect StWeathersfield, CT 06109

(347) 924-0022

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

50th percentile

3.2%

Higher net margin than 50% 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

50th percentile

2.8%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

74th percentile

-1.7%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$63,336

Up $1,734 (+2.8%) from 2019

Net Assets

Up

$63,336

Up $1,734 (+2.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$54,270

Down $953 (-1.7%) from 2019

Expenses

Up

$52,536

Up $3,041 (+6.1%) from 2019

Net Income

Down

$1,734

Down $3,994 (-70%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $52,594Net Assets 2017: $52,5942017Assets 2018: $55,874Net Assets 2018: $55,8742018Assets 2019: $61,602Net Assets 2019: $61,6022019Assets 2020: $63,336Net Assets 2020: $63,3362020Assets 2021: $67,833Net Assets 2021: $67,8332021Assets 2022: $65,215Net Assets 2022: $65,2152022Assets 2023: $58,826Net Assets 2023: $58,8262023

Highlighted filing

2020

Assets$63,336
Liabilities-
Net Assets$63,336

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $54,071Expenses 2017: $46,964Net Income 2017: $7,1072017Revenue 2018: $53,407Expenses 2018: $50,127Net Income 2018: $3,2802018Revenue 2019: $55,223Expenses 2019: $49,495Net Income 2019: $5,7282019Revenue 2020: $54,270Expenses 2020: $52,536Net Income 2020: $1,7342020Revenue 2021: $36,375Expenses 2021: $31,880Net Income 2021: $4,4952021Revenue 2022: $29,894Expenses 2022: $32,512Net Income 2022: -$2,6182022Revenue 2023: $30,100Expenses 2023: $36,489Net Income 2023: -$6,3892023

Highlighted filing

2020

Revenue$54,270
Expenses$52,536
Net Income$1,734
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 9, 2020
Return Version
2019v5.0
Gross Receipts
$54,270
Mission and Program Overview

Mission

To protect and promote the advancement in the practice of occupational therapy while serving the needs of our members and advocating for the consumers of our services.the mission of connota is to support its professional community through the provision of comprehensive services, resources and educational opportunities. It has a clear role in advancing the profession in the state of connecticut through a partnership with its students and educational institutions, through its legislative contacts, and its members. It has a critical role in representing the profession to the public.

Program Services

DescriptionGrantsExpenses
EDUCATION AND TRAINING--
EDUCATION AND TRAINING--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORRIN CAMPBELLPresident-$0--
AMY BURTONVice Preside-$0--
KRISTINA KRSIAKTreasurer-$0--
GOESTA SCHLEGELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Connecticut Occupational Therapy
EIN
23-7192232
Phone
3479240022
Address
370 PROSPECT ST, WEATHERSFIELD, CT 06109

Signing Officer

Name
Corrin Campbell
Title
President
Phone
3479240022
Signed
2020-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Discenza Beck & Lee LLC
Address
138 BROAD ST, MILFORD, CT 06460-3283
Preparer
Austin G Chapman Iii
Phone
2038785234
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Advertising -web 380 promotional items sales 119 refund 95 total 594

Form 990-ez, Part I, Line 16

Expenses conference expenses 22,518 website 4,395 utilities 279 software 848 administrative asst 3,540 merchant service fees 2,015 payroll service fees 1,691 payroll taxes 506 miscellaneous expenses 1,358 taxes & licenses 50 advertising 214 insurance 1,464 dues & subscriptions 76 annual awards 345 total 39,299

Form 990-ez, Part III

TO PROTECT

Form 990-ez, Part III

To protect and promote the advancement in the practice of occupational therapy while serving the needs of our members and advocating for the consumers of our services.the mission of connota is to support its professional community through the provision of comprehensive services, resources and educational opportunities. It has a clear role in advancing the profession in the state of connecticut through a partnership with its students and educational institutions, through its legislative contacts, and its members. It has a critical role in representing the profession to the public.

Form 990-ez, Part III, Line 31

EDUCATION AND TRAINING

Raw XML Appendix112 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/PhoneNum09084201550
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEATHERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061602
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherRevenueTotalAmt0594
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROTECT AND PROMOTE THE ADVANCEMENT IN THE PRACTICE OF OCCUPATIONAL THERAPY WHILE SERVING THE NEEDS OF OUR MEMBERS AND ADVOCATING FOR THE CONSUMERS OF OUR SERVICES.THE MISSION OF CONNOTA IS TO SUPPORT ITS PROFESSIONAL COMMUNITY THROUGH THE PROVISION OF COMPREHENSIVE SERVICES, RESOURCES AND EDUCATIONAL OPPORTUNITIES. IT HAS A CLEAR ROLE IN ADVANCING THE PROFESSION IN THE STATE OF CONNECTICUT THROUGH A PARTNERSHIP WITH ITS STUDENTS AND EDUCATIONAL INSTITUTIONS, THROUGH ITS LEGISLATIVE CONTACTS, AND ITS MEMBERS. IT HAS A CRITICAL ROLE IN REPRESENTING THE PROFESSION TO THE PUBLIC.
IRS990EZ/ProgramServiceRevenueAmt030400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION AND TRAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION AND TRAINING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052536
IRS990EZ/TotalRevenueAmt054270
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CONNOTA,ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING -WEB 380 PROMOTIONAL ITEMS SALES 119 REFUND 95 TOTAL 594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCE EXPENSES 22,518 WEBSITE 4,395 UTILITIES 279 SOFTWARE 848 ADMINISTRATIVE ASST 3,540 MERCHANT SERVICE FEES 2,015 PAYROLL SERVICE FEES 1,691 PAYROLL TAXES 506 MISCELLANEOUS EXPENSES 1,358 TAXES & LICENSES 50 ADVERTISING 214 INSURANCE 1,464 DUES & SUBSCRIPTIONS 76 ANNUAL AWARDS 345 TOTAL 39,299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROTECT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROTECT AND PROMOTE THE ADVANCEMENT IN THE PRACTICE OF OCCUPATIONAL THERAPY WHILE SERVING THE NEEDS OF OUR MEMBERS AND ADVOCATING FOR THE CONSUMERS OF OUR SERVICES.THE MISSION OF CONNOTA IS TO SUPPORT ITS PROFESSIONAL COMMUNITY THROUGH THE PROVISION OF COMPREHENSIVE SERVICES, RESOURCES AND EDUCATIONAL OPPORTUNITIES. IT HAS A CLEAR ROLE IN ADVANCING THE PROFESSION IN THE STATE OF CONNECTICUT THROUGH A PARTNERSHIP WITH ITS STUDENTS AND EDUCATIONAL INSTITUTIONS, THROUGH ITS LEGISLATIVE CONTACTS, AND ITS MEMBERS. IT HAS A CRITICAL ROLE IN REPRESENTING THE PROFESSION TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION AND TRAINING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/Filer/BusinessNameControlTxt0CONN
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ReturnHeader/Filer/PhoneNum03479240022
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.199.100.57
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0138 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064603283
ReturnHeader/PreparerPersonGrp/PhoneNum02038785234
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUSTIN G CHAPMAN III
ReturnHeader/ReturnTs02020-09-28T12:11:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings