Civic Intelligence

Florida Occupational Therapy Association Inc

990EZ • Fiscal year 2023 • EIN 23-7289335

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

1133 Bal Harbor Blvd1139 Pmb 200Punta Gorda, FL 33950

(910) 728-1371

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

94th percentile

41%

Higher net margin than 94% 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

90th percentile

43%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$269,544

Up $81,131 (+43%) from 2022

Net Assets

Up

$269,544

Up $81,131 (+43%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$198,490

Up $84,649 (+74%) from 2022

Expenses

Up

$117,359

Up $20,518 (+21%) from 2022

Net Income

Up

$81,131

Up $64,131 (+377%) from 2022

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

2023

Assets$269,544
Liabilities-
Net Assets$269,544

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

2023

Revenue$198,490
Expenses$117,359
Net Income$81,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$198,490
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, AN 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
DEBORA OLIVERIAPresidentPT$0--
BRUNDER NICHELTreasurer-$0--
JORDAN POWERSSecretary-$0--
ANTONETTE FERNANDEZVice Preside-$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
Brunder Nichel
Title
Treasurer
Phone
9107281371
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Webb Lorah & Mcmillan Pllc
Address
1107 W 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

Promotion income 3,746 total 3,746

Form 990-ez, Part I, Line 16

Expenses quickbooks 865 bank fees 7,534 office 508 conferences 27,271 government affairs 43,077 total 79,255

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, an annual convention, and monitors issues of significance to the occupational therapists and consumers. The organization serves approximately 600 members.

Raw XML Appendix106 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/BooksInCareOfDetail/PersonNm0JORDAN POWERS
IRS990EZ/BooksInCareOfDetail/PhoneNum09107281371
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01133 BAL HARBOR BLVD1139 PMB 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUNTA GORDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0188413
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0269544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt081131
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01983
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0188413
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0269544
IRS990EZ/GrossReceiptsAmt0198490
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt067581
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0188413
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0269544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0188413
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0269544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORA OLIVERIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUNDER NICHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JORDAN POWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTONETTE FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt079255
IRS990EZ/OtherRevenueTotalAmt03746
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/ProgramServiceRevenueAmt0127161
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES MEMBERS SERVICES SUCH AS AN INFORMATIONAL WEBSITE, NEWSLETTERS, PUBLICATIONS, AN ANNUAL CONVENTION, AND MONITORS ISSUES OF SIGNIFICANCE TO THE OCCUPATIONAL THERAPISTS AND CONSUMERS. THE ORGANIZATION SERVES APPROXIMATELY 600 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt036121
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117359
IRS990EZ/TotalRevenueAmt0198490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.FLOTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTION INCOME 3,746 TOTAL 3,746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES QUICKBOOKS 865 BANK FEES 7,534 OFFICE 508 CONFERENCES 27,271 GOVERNMENT AFFAIRS 43,077 TOTAL 79,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3PROVIDES MEMBERS SERVICES SUCH AS AN INFORMATIONAL WEBSITE, NEWSLETTERS, PUBLICATIONS, AN 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUNDER NICHEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09107281371
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650161812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBB LORAH & MCMILLAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 W MARION AVE UNIT 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02023-11-10T09:45:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUNDER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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