Civic Intelligence

New Mexico Occupational Therapy Association

990EZ • Fiscal year 2021 • EIN 23-7207545

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

Organization Profilewww.nmota.org
PO Box 3036Albuquerque, NM 87190

(505) 263-9002

Siviq Scores

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

Liabilities / Assets

64th percentile

0.04x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.30x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

$85,812

No earlier filing loaded for comparison.

Net Assets

$82,120

No earlier filing loaded for comparison.

Liabilities

$3,692

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin6th percentile

Revenue

$12,108

No earlier filing loaded for comparison.

Expenses

$21,323

No earlier filing loaded for comparison.

Net Income

-$9,215

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$85,812
Liabilities$3,692
Net Assets$82,120
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$12,108
Expenses$21,323
Net Income-$9,215
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$12,108
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 2020 Educational Opportunities for New Mexico OTs and OTas. o 15 1-hour Continuing educational course were offered. o 100 individual courses were attended by OTs and OTAs. Provided legislative advocacy and training to members and OT students at the 2021 Legislative Day Event. Sponsored a 2021 Conference including paying for an online platform and recruiting speakers. That conference was scheduled to occur in August, 2021.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HobbsPresident-$0--
Joanna CosbeyVice President-$0--
Mary T HillTreasurer-$0--
Robin LeinwandSecretary-$0--
Rachel KayDirector-$0--
Jessica HafnerDirector-$0--
Jason DunlapDirector-$0--
Mari KarmanDirector-$0--
Ellyn MedranoDirector-$0--
Sarah SutherlinDirector-$0--
Gerri DuranDirector-$0--
Gail StockmanDirector-$0--
Stephanie SingletonDirector-$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
Mary T Hill
Title
Treasurer
Signed
2021-11-10
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 $250”

Other Expenses.1002

“Office Expenses $1630”

Other Expenses.1012

“Insurance $2019”

Other Expenses.1

“Conference expenses $7335”

Other Expenses.3

“Credit card processing fees $135”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3692”

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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/CompensationAmt120
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7227
IRS990EZ/OtherExpensesTotalAmt011119
IRS990EZ/OtherRevenueTotalAmt0250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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ReturnHeader/ReturnTs02021-11-10T17:27:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hill
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,812
Liabilities
$3,692
Net assets
$82,120
Revenue
$12,108
Expenses
$21,323
Net income
-$9,215
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