Civic Intelligence

Connecticut Occupational Therapy Association

990EZ • Fiscal year 2017 • EIN 23-7192232

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 09, 2017

370 Prospect StreetWethersfield, 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

74th percentile

13%

Higher net margin than 74% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$52,594

No earlier filing loaded for comparison.

Net Assets

$52,594

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$54,071

No earlier filing loaded for comparison.

Expenses

$46,964

No earlier filing loaded for comparison.

Net Income

$7,107

No earlier filing loaded for comparison.

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

2017

Assets$52,594
Liabilities-
Net Assets$52,594

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

2017

Revenue$54,071
Expenses$46,964
Net Income$7,107
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 9, 2017
Return Version
2016v3.0
Gross Receipts
$54,071
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.

To protect and promote the advancement in 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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH SHEEHANPresident-$0--
JOHN PAGANOVice Preside-$0--
STEPHANIE MADONNATreasurer-$0--
MAGGIE MORIARTYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Connecticut Occupational
EIN
23-7192232
Phone
3479240022
Address
370 PROSPECT STREET, WETHERSFIELD, CT 06109

Signing Officer

Name
Judith Sheehan
Title
President
Phone
3479240022
Signed
2017-09-09
Discuss with paid preparer
Yes

Preparer

Firm
London & Company
Address
231 FARMINGTON AVE, FARMINGTON, CT 06032
Preparer
Robert London CPA
Phone
8606795290
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 392 office 21 insurance 1,435 commissions & fees 50 dues & subscriptions 42 conference expenses 18,351 refunds 282 bankcard fees 1,929 payroll expenses 102 payroll service fees 1,259 software fees 283 supplies 30 licenses 90 utilities 395 miscellaneous 206 website fees 4,250 total 29,117

Form 990-ez, Part III

To protect and promote the advancement in 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.

Raw XML Appendix100 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/PrimaryExemptPurposeTxt0TO PROTECT AND PROMOTE THE ADVANCEMENT IN 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/ProgramServiceRevenueAmt027313
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt046964
IRS990EZ/TotalRevenueAmt054071
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 392 OFFICE 21 INSURANCE 1,435 COMMISSIONS & FEES 50 DUES & SUBSCRIPTIONS 42 CONFERENCE EXPENSES 18,351 REFUNDS 282 BANKCARD FEES 1,929 PAYROLL EXPENSES 102 PAYROLL SERVICE FEES 1,259 SOFTWARE FEES 283 SUPPLIES 30 LICENSES 90 UTILITIES 395 MISCELLANEOUS 206 WEBSITE FEES 4,250 TOTAL 29,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROTECT AND PROMOTE THE ADVANCEMENT IN 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02017-09-09T20:49:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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