Civic Intelligence

Texas Occupational Therapy Association Inc

990 • Fiscal year 2013 • EIN 23-7316086

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

1106 Clayton Lane - Suite 516W78723-1085

(512) 454-8682

Siviq Scores

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

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

79th percentile

16%

Higher net margin than 79% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

89th percentile

$57,616

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$421,796

Up $66,081 (+19%) from 2012

Net Assets

Up

$411,027

Up $60,668 (+17%) from 2012

Liabilities

Up

$10,769

Up $5,413 (+101%) from 2012

Revenue

$385,002

No earlier filing loaded for comparison.

Expenses

Down

$324,334

Down $34,617 (-9.6%) from 2012

Net Income

$60,668

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $286,817Liabilities 2010: $4,018Net Assets 2010: $282,7992010Assets 2011: $320,762Liabilities 2011: $5,302Net Assets 2011: $315,4602011Assets 2012: $355,715Liabilities 2012: $5,356Net Assets 2012: $350,3592012Assets 2013: $421,796Liabilities 2013: $10,769Net Assets 2013: $411,0272013Assets 2014: $472,491Liabilities 2014: $8,984Net Assets 2014: $463,5072014Assets 2015: $515,266Liabilities 2015: $12,995Net Assets 2015: $502,2712015Assets 2016: $574,751Liabilities 2016: $0Net Assets 2016: $574,7512016Assets 2017: $515,295Liabilities 2017: $4,734Net Assets 2017: $510,5612017Assets 2018: $548,440Liabilities 2018: $1,243Net Assets 2018: $547,1972018Assets 2019: $628,117Liabilities 2019: $36Net Assets 2019: $628,0812019Assets 2020: $645,929Liabilities 2020: $353Net Assets 2020: $645,5762020Assets 2021: $720,062Liabilities 2021: $112Net Assets 2021: $719,9502021Assets 2022: $692,452Liabilities 2022: $273Net Assets 2022: $692,1792022Assets 2023: $770,227Liabilities 2023: $448Net Assets 2023: $769,7792023Assets 2024: $842,995Liabilities 2024: $0Net Assets 2024: $842,9952024

Highlighted filing

2013

Assets$421,796
Liabilities$10,769
Net Assets$411,027

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $342,6662010Expenses 2011: $358,1942011Expenses 2012: $358,9512012Revenue 2013: $385,002Expenses 2013: $324,334Net Income 2013: $60,6682013Revenue 2014: $378,832Expenses 2014: $326,352Net Income 2014: $52,4802014Revenue 2015: $414,654Expenses 2015: $375,890Net Income 2015: $38,7642015Revenue 2016: $482,698Expenses 2016: $410,218Net Income 2016: $72,4802016Revenue 2017: $399,344Expenses 2017: $471,405Net Income 2017: -$72,0612017Revenue 2018: $370,470Expenses 2018: $325,499Net Income 2018: $44,9712018Revenue 2019: $462,503Expenses 2019: $396,926Net Income 2019: $65,5772019Revenue 2020: $240,895Expenses 2020: $245,579Net Income 2020: -$4,6842020Revenue 2021: $409,922Expenses 2021: $345,896Net Income 2021: $64,0262021Revenue 2022: $347,329Expenses 2022: $333,702Net Income 2022: $13,6272022Revenue 2023: $414,993Expenses 2023: $352,325Net Income 2023: $62,6682023Revenue 2024: $411,205Expenses 2024: $346,712Net Income 2024: $64,4932024

Highlighted filing

2013

Revenue$385,002
Expenses$324,334
Net Income$60,668
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$385,002
Mission and Program Overview

Mission

To advance and improve the practice of occupational theraphy for the benefit of the consumers as well as to provide education and service to both the members and consumers in the area of professional development.

To advance and improve the practice of occupational therapy for the benefit of the consumers as well as to provide education and service to both the members and consumers in the area of professional development, information needs and education requirements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$350,359$411,027▲ $60,668
Cash and Non-Interest-Bearing Accounts$216,206$276,764▲ $60,558
Savings and Temporary Cash Investments$139,509$145,032▲ $5,523
Total Assets$355,715$421,796▲ $66,081
Liabilities
Accounts Payable and Accrued Expenses$5,356$10,769▲ $5,413
Total Liabilities$5,356$10,769▲ $5,413
Net Assets / Fund Balance
Total Net Assets Fund Balance$350,359$411,027▲ $60,668
Total Liabilities and Net Assets / Fund Balance$355,715$421,796▲ $66,081
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary HenniganExecutive DirectorFT$57,616$57,616

Board Members and Trustees

NameTitle
Judy Robinson SkarbekPresident
Ping LawVice President
Cecilia FierroBoard Member
Cynthia TiongcoBoard Member
Dwain Ray KlostermannBoard Member
Elizabeth HollandBoard Member
Eric BassBoard Member
Ester BellBoard Member
Evangelina MoncayoBoard Member
Evie HarnessBoard Member
Jaclyn LowBoard Member
Jason StarkBoard Member
Jennifer Parpacen-SmithBoard Member
Judith Jenkins JosephBoard Member
Kami LussonBoard Member
Kira BealBoard Member
Kitty ReedBoard Member
Larry DuronBoard Member
Lauro MunozBoard Member
Leonette TooneBoard Member
Rachelle StevensBoard Member
Robin ClearmanBoard Member
Sophie RydinBoard Member
Susan McDuffBoard Member
Tara AlexanderBoard Member
Tim ReistetterBoard Member
Vicki MasonBoard Member
Debora RidenerSecretary
Shari FeltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,590
Program Service Revenue
$256,383
Investment Income
$29
Other Revenue
$0
Change in Net Assets
$60,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,254
Salaries, Compensation, and Employee Benefits$131,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,862--$60,862
Current Officers, Directors, Trustees, and Key Employees$51,854$5,762-$57,616
Conferences and Meetings$46,529--$46,529
Fees for Services Other$35,962--$35,962
Other Expenses$10,101$1,122-$11,223
Payroll Taxes$9,414$445-$9,859
Office Expenses$4,937$549-$5,486
Occupancy$4,252$472-$4,724
Travel$3,079--$3,079
Pension Plan Contributions$2,469$274-$2,743
Insurance$2,364$263-$2,627
Fees for Services Accounting-$830-$830
Total Functional Expenses$314,618$9,717$0$324,334
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

All members in good standing have the right to vote in the annual election for the Board of Directors, to receive the newsletter published three times a year, access to the organizations web site, to receive electronic communications regarding such items as details of the annual business meeting, etc.

Form 990, Part VI, Section A, Line 7B

Any changes to the by-laws of the organization require the approval of the majority vote of all of the members.

Form 990, Part VI, Section B, Line 11B

The executive director reviews Form 990 prior to filing and where appropriate consults the appropriate board members.

Form 990, Part VI, Section B, Line 15A 15B

When the executive director was hired in 2000 the organization did a national review of the salaries for executive directors. Periodically, as deemed appropriate but not necessarily annually, a review is conducted by the executive committee President, Vice-President, Secretary and Treasurer.

Form 990, Part VI, Section C, Line 19

Summarized financial information, by-laws and SOPs are on the organizations web site which is available only to members in good standing. If a member or someone from the general public wants to see Form 1023 or Form 990, the organization makes those documents available by request to the executive director.

Filing and Contact Details

Filer

EIN
23-7316086
Phone
5124548682

Signing Officer

Name
Mary Hennigan
Title
Executive Director
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Hennigan
Formed
1973
Legal Domicile
TX
Voting Board Members
29
Independent Board Members
29
Employees
4

Preparer

Preparer
Gary Speers
Phone
5124525711
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

TOTA was responsive to the professional development, information needs, and educational requirements of its members and the public which it serves through the various services provided by the central association office and/or various standing committees, public relation efforts, legislative advisements, public and professional education efforts, etc. TOTA continued in its efforts to advance and improve the practice of occupational therapy for the benefit of the consumers and to anticipate and respond to the organizational, political, economic and social features of the health care delivery system at the local, state and national levels. Annual conferences, continuing professional education workshops and seminars, the Revista Newsletter published numerous times annually, and other programs assist in the maintenance and improvement of professional skills and competence. Additionally they provide a forum for members to communicate with one another about the developments in the field, areas of mutual interest and concern, and other topics of interest to the profession. TOTA also provided Occupational Therapy Scholarships/Grants and Allocations and loans to students of Occupational Therapy.

Form 990, Part IX, Line 11G

Legislative Advisor Fees 34,000 Legislative Advisor Expenses 1,962

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt25Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt26Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt27Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt28Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt29Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt02364
IRS990/InsuranceGrp/TotalAmt02627
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0128590
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To advance and improve the practice of occupational therapy for the benefit of the consumers as well as to provide education and service to both the members and consumers in the area of professional development, information needs and education requirements.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0350359
IRS990/NetAssetsOrFundBalancesEOYAmt0411027
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ProgramServicesAmt04252
IRS990/OccupancyGrp/TotalAmt04724
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0549
IRS990/OfficeExpensesGrp/ProgramServicesAmt04937
IRS990/OfficeExpensesGrp/TotalAmt05486
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing Postage
IRS990/OtherExpensesGrp/Desc1Bank Charges and Credit Card Processing Fees
IRS990/OtherExpensesGrp/Desc2Committees, Task Forces and Board Expenses
IRS990/OtherExpensesGrp/Desc3Communications
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IRS990/OtherExpensesGrp/ProgramServicesAmt042612
IRS990/OtherExpensesGrp/ProgramServicesAmt19275
IRS990/OtherExpensesGrp/ProgramServicesAmt230908
IRS990/OtherExpensesGrp/ProgramServicesAmt310101
IRS990/OtherExpensesGrp/TotalAmt042612
IRS990/OtherExpensesGrp/TotalAmt19274
IRS990/OtherExpensesGrp/TotalAmt230908
IRS990/OtherExpensesGrp/TotalAmt311223
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060862
IRS990/OtherSalariesAndWagesGrp/TotalAmt060862
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0445
IRS990/PayrollTaxesGrp/ProgramServicesAmt09414
IRS990/PayrollTaxesGrp/TotalAmt09859
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0274
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02469
IRS990/PensionPlanContributionsGrp/TotalAmt02743
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Mary Hennigan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Conferences Meetings
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0256383
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0131375
IRS990/PYInvestmentIncomeAmt030
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0219772
IRS990/PYProgramServiceRevenueAmt0262445
IRS990/PYRevenuesLessExpensesAmt034899
IRS990/PYSalariesCompEmpBnftPaidAmt0139179
IRS990/PYTotalExpensesAmt0358951
IRS990/PYTotalRevenueAmt0393850
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt060668
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$4.11$3.47$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.70$0.00$7.70$4.15$3.52$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.00$6.92$3.47$3.34$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$4.10$3.46$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$2.41$2.46$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$4.63$3.97$0.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.01$5.47$3.70$3.25$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.05$5.11$3.99$4.71$0.72
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.00$5.75$4.83$4.10$0.72
2015Detailed filing. Detailed filing data is available for this year.$5.15$0.13$5.02$4.15$3.76$0.39
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.09$4.64$3.79$3.26$0.52
2013Detailed filing. Detailed filing data is available for this year.$4.22$0.11$4.11$3.85$3.24$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.05$3.50$3.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.05$3.15$3.58
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.04$2.83$3.43