Civic Intelligence

New Mexico Occupational Therapy Assoc

EIN 23-7207545 • 501(c)6 • Albuquerque, NM

Profile

The mission of the New Mexico Occupational Therapy Association is to articulate the distinct value of occupational therapy in achieving and maintaining quality of life through occupations that promote recovery, rehabilitation, and health.

PO Box 3036Albuquerque, NM 87190

www.nmota.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

13th percentile

-41%

Higher net margin than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-25%

Faster asset growth than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$77,152

Down $25,635 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$77,152

Down $25,635 (-25%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$43,840

Up $6,033 (+16%) from 2022

Expenses

Up

$61,896

Up $44,756 (+261%) from 2022

Net Income

Down

-$18,056

Down $38,723 (-187%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $85,812Liabilities 2021: $3,692Net Assets 2021: $82,1202021Assets 2022: $102,787Net Assets 2022: $102,7872022Assets 2023: $77,152Net Assets 2023: $77,1522023

Highlighted filing

2023

Assets$77,152
Liabilities-
Net Assets$77,152
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2021: $12,108Expenses 2021: $21,323Net Income 2021: -$9,2152021Revenue 2022: $37,807Expenses 2022: $17,140Net Income 2022: $20,6672022Revenue 2023: $43,840Expenses 2023: $61,896Net Income 2023: -$18,0562023

Highlighted filing

2023

Revenue$43,840
Expenses$61,896
Net Income-$18,056
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,152
Liabilities
-
Net assets
$77,152
Revenue
$43,840
Expenses
$61,896
Net income
-$18,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.44$0.62$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.38$0.17$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.04$0.82$0.12$0.21$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 30, 2023
Return Version
2022v5.0
Gross Receipts
$43,840
Mission and Program Overview

Mission

The mission of the New Mexico Occupational Therapy Association is to articulate the distinct value of occupational therapy in achieving and maintaining quality of life through occupations that promote recovery, rehabilitation, and health.

Program Services

DescriptionGrantsExpenses
Provided 2022 in-person conference: Educational Opportunities for New Mexico OTs and OTas. o 15 sessions were offered so that OTs and OTAs could maintain currency with state licensing requirements o 200 OTs and OTAs attended the conference Provided legislative advocacy and training to members and OT students at the 2023 Legislative Day Event in Santa Fe, NM Commenced planning of 2023 NMOTA Annual Conference including paying for keynote and plenary speaker travel expenses. Conference is scheduled to occur August 18-19, 2023-$48,288
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HobbsPast President-$0--
Dara Sanders-AcevesPresident-$0--
Joanna CosbeyPast Vice Pres-$0--
Vanessa StromanVice President-$0--
Mary T HillSecretary-$0--
Melissa TenczaTreasurer-$0--
Susan ShellyMembership-$0--
Rachel WainwrightCommunication-$0--
Jason DunlapLegislative-$0--
Sarah SutherlinNominations-$0--
Alondra JimenezConference-$0--
Shyla ErvinConference-$0--
Karen Mestas-HarrisPractice Areas-$0--
Filing and Contact Details

Filer

Filer Name
New Mexico Occupational Therapy Assoc
EIN
23-7207545
Phone
5052639002
Address
PO Box 3036, Albuquerque, NM 87190

Signing Officer

Name
Melissa Tencza
Title
Treasurer
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Moen Accounting DBA Janice Moen CPA
Address
26965 Road N, Cortez, CO 81321
Preparer
Janice Moen CPA
Phone
5052502231
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Miscellaneous income $572”

Other Expenses.1002

“Office Expenses $36”

Other Expenses.1005

“Travel $500”

Other Expenses.1012

“Insurance $2159”

Other Expenses.1

“Conference expenses $46389”

Other Expenses.2

“Legislative Day expenses $1399”

Other Expenses.3

“Operating expenses $1133”

Other Assets.1005

“Accounts Receivable - Beginning $200 Accounts Receivable - Ending $0”

Raw XML Appendix167 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
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IRS990EZ/OtherExpensesTotalAmt051616
IRS990EZ/OtherRevenueTotalAmt0572
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IRS990EZ/ProgramServiceRevenueAmt041190
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048288
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ReturnHeader/TaxPeriodBeginDt02022-07-01
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