Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Minnesota Occupational Therapy Association Inc
990EZ • Fiscal year 2014 • EIN 41-6162467
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
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$0
Flat from 2013
Revenue And Expenses
Revenue
Up$115,001
Up $3,895 (+3.5%) from 2013
Expenses
Down$118,104
Down $332 (-0.3%) from 2013
Net Income
Up-$3,103
Up $4,227 (+58%) from 2013
Historical Trend
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
Mota's mission is to enhance the professional development of its members, promote the profession of occupational therapy services across all practice arenas, populations and geographic locations in minnesota. Mota is a member driven organization. Membership and participation are volunatary and essential to the ongoing success of the organization. Mota seeks to be responsive to the professional, educational, communicative and political needs of its members.
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
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.
- Assets
- $53,628
- Liabilities
- $0
- Net assets
- $53,628
- Revenue
- $115,001
- Expenses
- $118,104
- Net income
- -$3,103