Civic Intelligence

Minnesota Occupational Therapy Association Inc

990EZ • Fiscal year 2018 • EIN 41-6162467

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 29, 2018

855 Village Center DriveSt Paul, MN 55127

(612) 605-3307

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

29%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

95%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

0.8%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$46,921

Up $22,907 (+95%) from 2017

Net Assets

$46,921

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$79,656

Up $617 (+0.8%) from 2017

Expenses

Down

$56,749

Down $43,218 (-43%) from 2017

Net Income

Up

$22,907

Up $43,835 (+209%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $72,810Liabilities 2010: $12Net Assets 2010: $72,7982010Assets 2011: $70,097Liabilities 2011: $02011Assets 2012: $64,061Net Assets 2012: $64,0612012Assets 2013: $56,731Liabilities 2013: $0Net Assets 2013: $56,7312013Assets 2014: $53,628Liabilities 2014: $0Net Assets 2014: $53,6282014Assets 2015: $49,882Liabilities 2015: $0Net Assets 2015: $49,8822015Assets 2016: $44,965Liabilities 2016: $23Net Assets 2016: $44,9422016Assets 2017: $24,014Liabilities 2017: $02017Assets 2018: $46,921Liabilities 2018: $0Net Assets 2018: $46,9212018Assets 2019: $61,805Liabilities 2019: $0Net Assets 2019: $61,8052019Assets 2020: $73,558Liabilities 2020: $0Net Assets 2020: $73,5582020Assets 2021: $75,863Liabilities 2021: $0Net Assets 2021: $75,8632021Assets 2022: $76,698Liabilities 2022: $0Net Assets 2022: $76,6982022Assets 2023: $70,346Liabilities 2023: $0Net Assets 2023: $70,3462023Assets 2024: $69,380Liabilities 2024: $0Net Assets 2024: $69,3802024

Highlighted filing

2018

Assets$46,921
Liabilities$0
Net Assets$46,921

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $116,881Expenses 2010: $125,112Net Income 2010: -$8,2312010Revenue 2011: $118,178Expenses 2011: $120,879Net Income 2011: -$2,7012011Revenue 2012: $122,620Expenses 2012: $128,656Net Income 2012: -$6,0362012Revenue 2013: $111,106Expenses 2013: $118,436Net Income 2013: -$7,3302013Revenue 2014: $115,001Expenses 2014: $118,104Net Income 2014: -$3,1032014Revenue 2015: $114,853Expenses 2015: $118,599Net Income 2015: -$3,7462015Revenue 2016: $107,964Expenses 2016: $112,904Net Income 2016: -$4,9402016Revenue 2017: $79,039Expenses 2017: $99,967Net Income 2017: -$20,9282017Revenue 2018: $79,656Expenses 2018: $56,749Net Income 2018: $22,9072018Revenue 2019: $74,975Expenses 2019: $60,091Net Income 2019: $14,8842019Revenue 2020: $72,278Expenses 2020: $60,525Net Income 2020: $11,7532020Revenue 2021: $36,991Expenses 2021: $34,686Net Income 2021: $2,3052021Revenue 2022: $35,401Expenses 2022: $34,566Net Income 2022: $8352022Revenue 2023: $34,558Expenses 2023: $40,910Net Income 2023: -$6,3522023Revenue 2024: $59,332Expenses 2024: $60,298Net Income 2024: -$9662024

Highlighted filing

2018

Revenue$79,656
Expenses$56,749
Net Income$22,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 29, 2018
Return Version
2017v2.2
Gross Receipts
$79,656
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.

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 voluntary 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.

Program Services

DescriptionGrantsExpenses
Held an annual conference in November with over 200 attendees. The conference was a day and a half long event with over 30 breakout sessions that provided education, continuing education credits and networking opportunities for the attendees. MOTA also hosted Special Interest Group meetings that offered continuing education credits to attendees and helped to inform attendees of issues related to occupational therapy practice.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy Mueller BrandenburgPresident-$0--
Alice SnortelandTreasurer-$0--
Terrianne JonesSecretary-$0--
Andrea HorvathVP Advocacy-$0--
Kelly RobertsonVP Promotions-$0--
Elizabeth LarsenVP Prof. Devel-$0--
Karl AndersonMem At Large-$0--
Linda BuxellDistrict Coord-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Minnesota Occupational Therapy
EIN
41-6162467
Phone
6126053307
Address
855 VILLAGE CENTER DRIVE, ST PAUL, MN 55127

Signing Officer

Name
Alice Snorteland
Title
Treasurer
Signed
2018-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Evert & Associates
Address
7760 France Ave S 940, Bloomington, MN 55435
Preparer
Neal O Evert CPA
Phone
9528310085
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other Income $1288

Other Expenses.1002

Office Expenses $1027

Other Expenses.1003

Information Technology $133

Other Expenses.1007

Conferences, Conventions, and Meetings $12949

Other Expenses.1012

Insurance $956

Other Expenses.1

Dues & Memberships $8308

Other Expenses.2

BANK FEES $3540

Other Expenses.3

President Expenses $1436

Raw XML Appendix139 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm0MINNESOTA OCCUPATIONAL THERAPY
IRS990EZ/BooksInCareOfDetail/PhoneNum06122132300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0855 VILLAGE CENTER DRIVE 348
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024014
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046921
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022907
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt027759
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024014
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046921
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt079656
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt036655
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt046921
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peggy Mueller Brandenburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alice Snorteland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terrianne Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Horvath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelly Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Elizabeth Larsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Karl Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Linda Buxell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Advocacy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Promotions
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Prof. Devel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Mem At Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7District Coord
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028349
IRS990EZ/OtherRevenueTotalAmt01288
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MOTA'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 voluntary 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.
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IRS990EZ/ProgramServiceRevenueAmt041612
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held an annual conference in November with over 200 attendees. The conference was a day and a half long event with over 30 breakout sessions that provided education, continuing education credits and networking opportunities for the attendees. MOTA also hosted Special Interest Group meetings that offered continuing education credits to attendees and helped to inform attendees of issues related to occupational therapy practice.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056749
IRS990EZ/TotalRevenueAmt079656
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.motafunctionfirst.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $1288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $12949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues & Memberships $8308
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7President Expenses $1436
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Alice Snorteland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
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ReturnHeader/Filer/EIN0416162467
ReturnHeader/Filer/PhoneNum06126053307
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ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055127
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 France Ave S 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neal O Evert CPA
ReturnHeader/ReturnTs02018-10-29T09:40:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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