Civic Intelligence

New Mexico Occupational Therapy Association

990EZ • Fiscal year 2023 • EIN 23-7207545

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 30, 2023

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

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 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

Net Assets

Down

$77,152

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th 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

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2023

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

Operations Trend

Revenue Growth65th percentile

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

2023

Revenue$43,840
Expenses$61,896
Net Income-$18,056
Open 2023 Filing
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 Pay73rd 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/BooksInCareOfDetail/USAddress/CityNm0Albuquerque
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Hobbs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dara Sanders-Aceves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joanna Cosbey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vanessa Stroman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mary T Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Melissa Tencza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Susan Shelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rachel Wainwright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jason Dunlap
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sarah Sutherlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Alondra Jimenez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Shyla Ervin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Karen Mestas-Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Legislative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Nominations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Conference
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Conference
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Practice Areas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherChangesInNetAssetsAmt0-7579
IRS990EZ/OtherExpensesTotalAmt051616
IRS990EZ/OtherRevenueTotalAmt0572
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramServiceRevenueAmt041190
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048288
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt048288
IRS990EZ/TotalRevenueAmt043840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.nmota.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous income $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conference expenses $46389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Legislative Day expenses $1399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Operating expenses $1133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $200 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Tencza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
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ReturnHeader/Filer/EIN0237207545
ReturnHeader/Filer/PhoneNum05052639002
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ReturnHeader/Filer/USAddress/CityNm0Albuquerque
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860553260
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081321
ReturnHeader/PreparerPersonGrp/PhoneNum05052502231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janice Moen CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-30T11:31:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tencza
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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