Civic Intelligence

Florida Occupational Therapy Association Inc

990EZ • Fiscal year 2015 • EIN 23-7289335

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 28, 2015

1133 Bal Harbor Blvd1139 Pmb 200Punta Gorda, FL 33950

(954) 840-3682

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

35th percentile

-2.4%

Higher net margin than 35% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$142,496

Down $2,555 (-1.8%) from 2014

Net Assets

Down

$142,496

Down $2,555 (-1.8%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$105,893

Up $911 (+0.9%) from 2014

Expenses

Up

$108,448

Up $9,266 (+9.3%) from 2014

Net Income

Down

-$2,555

Down $8,355 (-144%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $70,978Liabilities 2010: $0Net Assets 2010: $70,9782010Assets 2011: $79,574Liabilities 2011: $0Net Assets 2011: $79,5742011Assets 2012: $112,795Liabilities 2012: $0Net Assets 2012: $112,7952012Assets 2013: $139,064Net Assets 2013: $139,0642013Assets 2014: $145,051Net Assets 2014: $145,0512014Assets 2015: $142,496Net Assets 2015: $142,4962015Assets 2016: $152,366Net Assets 2016: $152,3662016Assets 2017: $133,290Net Assets 2017: $133,2902017Assets 2018: $129,212Net Assets 2018: $129,2122018Assets 2019: $123,195Net Assets 2019: $123,1952019Assets 2020: $126,883Net Assets 2020: $126,8832020Assets 2021: $171,413Net Assets 2021: $171,4132021Assets 2022: $188,413Net Assets 2022: $188,4132022Assets 2023: $269,544Net Assets 2023: $269,5442023Assets 2024: $312,731Liabilities 2024: $0Net Assets 2024: $312,7312024Assets 2025: $342,799Liabilities 2025: $0Net Assets 2025: $342,7992025

Highlighted filing

2015

Assets$142,496
Liabilities-
Net Assets$142,496

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $62,8942010Expenses 2011: $64,3502011Expenses 2012: $71,5512012Revenue 2013: $113,467Expenses 2013: $77,541Net Income 2013: $35,9262013Revenue 2014: $104,982Expenses 2014: $99,182Net Income 2014: $5,8002014Revenue 2015: $105,893Expenses 2015: $108,448Net Income 2015: -$2,5552015Revenue 2016: $128,476Expenses 2016: $118,606Net Income 2016: $9,8702016Revenue 2017: $152,116Expenses 2017: $171,192Net Income 2017: -$19,0762017Revenue 2018: $166,132Expenses 2018: $170,210Net Income 2018: -$4,0782018Revenue 2019: $188,491Expenses 2019: $194,508Net Income 2019: -$6,0172019Revenue 2020: $174,465Expenses 2020: $170,776Net Income 2020: $3,6892020Revenue 2021: $141,398Expenses 2021: $96,869Net Income 2021: $44,5292021Revenue 2022: $113,841Expenses 2022: $96,841Net Income 2022: $17,0002022Revenue 2023: $198,490Expenses 2023: $117,359Net Income 2023: $81,1312023Revenue 2024: $167,416Expenses 2024: $124,229Net Income 2024: $43,1872024Revenue 2025: $167,406Expenses 2025: $137,338Net Income 2025: $30,0682025

Highlighted filing

2015

Revenue$105,893
Expenses$108,448
Net Income-$2,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 28, 2015
Return Version
2014v5.0
Gross Receipts
$105,893
Mission and Program Overview

Mission

The mission of fota is to serve as a collective body to support, develop and to represent the occupational therapy profession for the advancement of the practice and to better serve the consumer.

Program Services

DescriptionGrantsExpenses
PROVIDES MEMBERS SERVICES SUCH AS AN INFORMATIONAL WEBSITE, NEWSLETTERS PUBLICATIONS, ANNUAL CONVENTION AND MONITORS ISSUES OF SIGNIFICANCE TO THE OCCUPATIONAL THERAPISTS AND CONSUMERS. THE ORGANIZATION SERVES APPROXIMATELY 600 MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELANA VIZVARYPresidentPT$0--
DEBRA MISRAHISecretary-$0--
DEBORAH MURPHY-FISCHERTreasurer-$0--
DEBORAH OLIVERIAVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Florida Occupational Therapy
EIN
23-7289335
Address
1133 BAL HARBOR BLVD1139 PMB 200, PUNTA GORDA, FL 33950

Signing Officer

Name
Deborah Murphy-fischer
Title
Treasurer
Signed
2015-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Webb Lorah & Company Pl Cpas
Address
1107 WEST MARION AVE UNIT 115, PUNTA GORDA, FL 33950
Preparer
Geoffrey L Lorah
Phone
9416378884
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Advertising income 4,249 miscellaneous income 1,326 total 5,575

Form 990-ez, Part I, Line 16

Expenses quickbooks 299 check reorder 79 office expenses 1,769 bank fees 600 travel 260 conferences 37,295 insurance 1,217 webhosting 5,615 paypal expenses 150 awards expense 288 operating expenses 1,328 public relations 200 printing 1,022 postage 220 filing fees 61 total 50,403

Form 990-ez, Part II, Line 24

Lela llorens research fund 0 1,000 total 0 1,000

Form 990-ez, Part III

The mission of fota is to serve as a collective body to support, develop and to represent the occupational therapy profession for the advancement of the practice and to better serve the consumer.

Form 990-ez, Part III, Line 28

Provides members services such as an informational website, newsletters publications, annual convention and monitors issues of significance to the occupational therapists and consumers. The organization serves approximately 600 members.

Raw XML Appendix107 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBORAH MURPHY-FISCHER
IRS990EZ/BooksInCareOfDetail/PhoneNum09548403682
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01133 BAL HARBOR BLVD1139 PMB 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUNTA GORDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145051
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053292
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2555
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038047
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145051
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142496
IRS990EZ/GrossReceiptsAmt0105893
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145051
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142496
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145051
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELANA VIZVARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA MISRAHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBORAH MURPHY-FISCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH OLIVERIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt050403
IRS990EZ/OtherRevenueTotalAmt05575
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF FOTA IS TO SERVE AS A COLLECTIVE BODY TO SUPPORT, DEVELOP AND TO REPRESENT THE OCCUPATIONAL THERAPY PROFESSION FOR THE ADVANCEMENT OF THE PRACTICE AND TO BETTER SERVE THE CONSUMER.
IRS990EZ/ProgramServiceRevenueAmt047003
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES MEMBERS SERVICES SUCH AS AN INFORMATIONAL WEBSITE, NEWSLETTERS PUBLICATIONS, ANNUAL CONVENTION AND MONITORS ISSUES OF SIGNIFICANCE TO THE OCCUPATIONAL THERAPISTS AND CONSUMERS. THE ORGANIZATION SERVES APPROXIMATELY 600 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019998
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108448
IRS990EZ/TotalRevenueAmt0105893
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.FLOTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING INCOME 4,249 MISCELLANEOUS INCOME 1,326 TOTAL 5,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES QUICKBOOKS 299 CHECK REORDER 79 OFFICE EXPENSES 1,769 BANK FEES 600 TRAVEL 260 CONFERENCES 37,295 INSURANCE 1,217 WEBHOSTING 5,615 PAYPAL EXPENSES 150 AWARDS EXPENSE 288 OPERATING EXPENSES 1,328 PUBLIC RELATIONS 200 PRINTING 1,022 POSTAGE 220 FILING FEES 61 TOTAL 50,403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LELA LLORENS RESEARCH FUND 0 1,000 TOTAL 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MISSION OF FOTA IS TO SERVE AS A COLLECTIVE BODY TO SUPPORT, DEVELOP AND TO REPRESENT THE OCCUPATIONAL THERAPY PROFESSION FOR THE ADVANCEMENT OF THE PRACTICE AND TO BETTER SERVE THE CONSUMER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDES MEMBERS SERVICES SUCH AS AN INFORMATIONAL WEBSITE, NEWSLETTERS PUBLICATIONS, ANNUAL CONVENTION AND MONITORS ISSUES OF SIGNIFICANCE TO THE OCCUPATIONAL THERAPISTS AND CONSUMERS. THE ORGANIZATION SERVES APPROXIMATELY 600 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH MURPHY-FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA OCCUPATIONAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0237289335
ReturnHeader/Filer/USAddress/AddressLine1Txt01133 BAL HARBOR BLVD1139 PMB 200
ReturnHeader/Filer/USAddress/CityNm0PUNTA GORDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033950
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650161812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBB LORAH & COMPANY PL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 WEST MARION AVE UNIT 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02015-09-28T13:58:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$1.67$1.37$0.30
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$1.67$1.24$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.70$2.70$1.98$1.17$0.81
2022Detailed filing. Detailed filing data is available for this year.$1.88$1.88$1.14$0.97$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.41$0.97$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.74$1.71$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.23$1.23$1.88$1.95$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.29$1.29$1.66$1.70$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.33$1.33$1.52$1.71$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.28$1.19$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.06$1.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.05$0.99$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.39$1.13$0.78$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.63