Minnesota Occupational Therapy Association Inc

990EZ • Fiscal year 2014 • EIN 41-6162467

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2014

Organization Profile WWW.MOTAFUNCTIONFIRST.ORG

1000 Westgate DriveFridley, MN 55114

(651) 290-7498

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

-2.7%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

-5.5%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

3.5%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets47th percentile

Assets

Down

$53,628

Down $3,103 (-5.5%) from 2013

Net Assets

Down

$53,628

Down $3,103 (-5.5%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin34th percentile

Revenue

$115,001

Up $3,895 (+3.5%) from 2013

Expenses

Down

$118,104

Down $332 (-0.3%) from 2013

Net Income

-$3,103

Up $4,227 (+58%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

Highlighted filing

2014

Assets$53,628

Liabilities$0

Net Assets$53,628

Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

Highlighted filing

2014

Revenue$115,001

Expenses$118,104

Net Income-$3,103

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Feb 10, 2014
Return Version: 2013v4.0
Gross Receipts: $116,576

Mission and Program Overview

Mission

Enhance the professional development of members, promote the profession of occupational therapy & advocate for the provision of occupational therapy services across all practice arenas, populations & geographic locations in minnesota

Program Services

Description	Grants	Expenses
HELD AN ANNUAL CONFERENCE IN OCTOBER WITH OVER 200 ATTENDEES. THE CONFERENCE WAS A TWO DAY LONG EVENT WITH 20 DIFFERENT BREAKOUT SESSIONS THAT PROVIDED EDUCATION, CE CREDITS & NETWORKING OPPORTUNITIES FOR THE ATTENDEES. HOSTED SEVERAL EDUCATIONAL WORKSHOPS & SPECIAL INTEREST GROUP MEETINGS THAT OFFERED CE CREDITS TO ATTENDEES & HELPED TO INFORM ATTENDEES OF ISSUES RELATED TO OCCUPATIONAL THERAPISTS.	-	-

Compensation and Service Providers

Top Officer Pay68th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANN LUND	President	-	$0	-	-
BARBARA VAREBERG	Treasurer	-	$0	-	-
JULIE GOBEL	Secretary	-	$0	-	-
CATHERINE BRENNAN	VP Advocacy	-	$0	-	-
TAMMY VIG	VP Promotions	-	$0	-	-
BARBARA GILBERTSON	VP Prof Dev	-	$0	-	-
ALLISON NABER	At Large	-	$0	-	-
LINDA BUXELL	Director	-	$0	-	-
TRACY JOHNSON	Director	-	$0	-	-
SIRI KRIENKE	Director	-	$0	-	-
KALI CARLSON	Director	-	$0	-	-
SAMANTHA KOZLICKI	Director	-	$0	-	-

Political and Lobbying Activity

In-house lobbying only: No

Filing and Contact Details

Filer

EIN: 41-6162467
Phone: 6512907498

Signing Officer

Name: Ann Lund
Title: President
Signed: 2014-02-10
Discuss with paid preparer: Yes

Preparer

Preparer: Stacey R Petersen CPA
Phone: 9527673212

Supplemental Narrative

Additional Explanations

Other Revenue.1

“WEB SPONSORSHIPS $5259”

Other Revenue.2

“LABEL SALES $350”

Other Expenses.1002

“Office Expenses $1409”

Other Expenses.1007

“Conferences, Conventions, and Meetings $36522”

Other Expenses.1012

“Insurance $956”

Other Expenses.1

“BANK CHARGES $4837”

Other Expenses.2

“MISCELLANEOUS $853”

Other Expenses.4

“ADVOCACY $394”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	EWALD CONSULTING
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6512906260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1000 WESTGATE DRIVE 252
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	ST PAUL
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	55114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	56731
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	53628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	2555
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-3103
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	70423
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	56731
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	53628
IRS990EZ/FundraisingGrossIncomeAmt	0	892
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	1800
IRS990EZ/GrossReceiptsAmt	0	116576
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	11
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	39360
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	56731
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	53628
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	56731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	53628
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	9	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	10	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	11	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	9	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	10	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	11	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ANN LUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	BARBARA VAREBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JULIE GOBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	CATHERINE BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	TAMMY VIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	BARBARA GILBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	ALLISON NABER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	LINDA BUXELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	TRACY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	SIRI KRIENKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	10	KALI CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	11	SAMANTHA KOZLICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VP ADVOCACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	VP PROMOTIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	VP PROF DEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	10	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	11	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	44971
IRS990EZ/OtherRevenueTotalAmt	0	5609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	ENHANCE THE PROFESSIONAL DEVELOPMENT OF MEMBERS, PROMOTE THE PROFESSION OF OCCUPATIONAL THERAPY & ADVOCATE FOR THE PROVISION OF OCCUPATIONAL THERAPY SERVICES ACROSS ALL PRACTICE ARENAS, POPULATIONS & GEOGRAPHIC LOCATIONS IN MINNESOTA
IRS990EZ/PrintingPublicationsPostageAmt	0	910
IRS990EZ/ProgramServiceRevenueAmt	0	68149
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HELD AN ANNUAL CONFERENCE IN OCTOBER WITH OVER 200 ATTENDEES. THE CONFERENCE WAS A TWO DAY LONG EVENT WITH 20 DIFFERENT BREAKOUT SESSIONS THAT PROVIDED EDUCATION, CE CREDITS & NETWORKING OPPORTUNITIES FOR THE ATTENDEES. HOSTED SEVERAL EDUCATIONAL WORKSHOPS & SPECIAL INTEREST GROUP MEETINGS THAT OFFERED CE CREDITS TO ATTENDEES & HELPED TO INFORM ATTENDEES OF ISSUES RELATED TO OCCUPATIONAL THERAPISTS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	1575
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	-683
IRS990EZ/SubjectToProxyTaxInd	0	true
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	118104
IRS990EZ/TotalRevenueAmt	0	115001
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.MOTAFUNCTIONFIRST.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd	0	false
IRS990ScheduleC/Form1120POLFiledInd	0	false
IRS990ScheduleC/OnlyInHouseLobbyingInd	0	false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd	0	true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	WEB SPONSORSHIPS $5259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	LABEL SALES $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Office Expenses $1409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Conferences, Conventions, and Meetings $36522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Insurance $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	BANK CHARGES $4837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	MISCELLANEOUS $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ADVOCACY $394
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.4
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANN LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	MINNESOTA OCCUPATIONAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MINN
ReturnHeader/Filer/EIN	0	416162467
ReturnHeader/Filer/PhoneNum	0	6512907498
ReturnHeader/Filer/USAddress/AddressLine1	0	1000 WESTGATE DRIVE
ReturnHeader/Filer/USAddress/City	0	ST PAUL
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	PETERSEN PAQUIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	4915 West 35th St Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	St Louis Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	55416
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9527673212
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STACEY R PETERSEN CPA
ReturnHeader/ReturnTs	0	2015-02-10T16:41:19-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $53,628
Liabilities: $0
Net assets: $53,628
Revenue: $115,001
Expenses: $118,104
Net income: -$3,103

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.69	$0.00	$0.69	$0.59	$0.60	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$0.70	$0.00	$0.70	$0.35	$0.41	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.35	$0.35	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.37	$0.35	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.72	$0.61	$0.12
2019Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.75	$0.60	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47	$0.80	$0.57	$0.23
2017Summary only. Only limited summary data is available for this year.	$0.24	$0.00		$0.79	$1.00	$0.21
2016Detailed filing. Detailed filing data is available for this year.	$0.45	$0.00	$0.45	$1.08	$1.13	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$0.50	$0.00	$0.50	$1.15	$1.19	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$0.54	$0.00	$0.54	$1.15	$1.18	$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.57	$0.00	$0.57	$1.11	$1.18	$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.64		$0.64	$1.23	$1.29	$0.06
2011Summary only. Only limited summary data is available for this year.	$0.70	$0.00		$1.18	$1.21	$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.73	$0.00	$0.73	$1.17	$1.25	$0.08