Civic Intelligence

Minnesota Occupational Therapy Association Inc

990EZ • Fiscal year 2022 • EIN 41-6162467

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

Organization ProfileWWW.MOTAFUNCTIONFIRST.ORG
PO Box 582687Minneapolis, MN 55401

(612) 605-3307

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

50th percentile

2.4%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-4.3%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$76,698

Up $835 (+1.1%) from 2021

Net Assets

Up

$76,698

Up $835 (+1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin50th percentile

Revenue

Down

$35,401

Down $1,590 (-4.3%) from 2021

Expenses

Down

$34,566

Down $120 (-0.3%) from 2021

Net Income

Down

$835

Down $1,470 (-64%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2022

Assets$76,698
Liabilities$0
Net Assets$76,698
Open 2022 Filing

Operations Trend

Revenue Growth30th percentile

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

2022

Revenue$35,401
Expenses$34,566
Net Income$835
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$35,401
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.

Program Services

DescriptionGrantsExpenses
HELD AN ANNUAL CONFERENCE IN NOVEMBER 2019 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 ATTNEDEES. 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.$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY BRANDENBURGPresident-$0--
KELLY ROBERTSONVP Promotions-$0--
ELIZABETH LARSENVP Professional Developmen-$0--
ANDREA HORVATHVP Advocacy-$0--
TERRIANNE JONESSecretary-$0--
KRISTINE WILSONDistrict Coordinator-$0--
ALICE SNORTELANDTreasurer-$0--
KARL ANDERSONMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Minnesota Occupational Therapy
EIN
41-6162467
Phone
6126053307
Address
PO BOX 582687, MINNEAPOLIS, MN 55401

Signing Officer

Name
Alice Snorteland
Title
Treasurer
Phone
6126053307
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Evert & Associates Ltd
Address
7760 FRANCE AVE S SUITE 940, BLOOMINGTON, MN 55435
Preparer
Neal Evert
Phone
9528310085
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: savings interest. Amount: 6.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank & credit card processing fees. Amount: 1,513. Description: dues & subscriptions. Amount: 7,871. Description: insurance. Amount: 1,429. Description: membership. Amount: 339. Description: miscellaneous expense. Amount: 1,181. Description: postage and shipping. Amount: 312. Total to form 990-ez, line 16: 12,645.”

Raw XML Appendix140 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06126053307
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 582687
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075863
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt075863
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGY BRANDENBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA HORVATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRIANNE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTINE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALICE SNORTELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KARL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROMOTIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROFESSIONAL DEVELOPMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP ADVOCACY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DISTRICT COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012645
IRS990EZ/PoliticalCampaignActyInd00
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 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.
IRS990EZ/ProgramServiceRevenueAmt013683
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD AN ANNUAL CONFERENCE IN NOVEMBER 2019 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 ATTNEDEES. 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt034566
IRS990EZ/TotalRevenueAmt035401
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MOTAFUNCTIONFIRST.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SAVINGS INTEREST. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK & CREDIT CARD PROCESSING FEES. AMOUNT: 1,513. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 7,871. DESCRIPTION: INSURANCE. AMOUNT: 1,429. DESCRIPTION: MEMBERSHIP. AMOUNT: 339. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,181. DESCRIPTION: POSTAGE AND SHIPPING. AMOUNT: 312. TOTAL TO FORM 990-EZ, LINE 16: 12,645.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALICE SNORTELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06126053307
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINNESOTA OCCUPATIONAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0416162467
ReturnHeader/Filer/PhoneNum06126053307
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 582687
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411534805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARPENTER EVERT & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 FRANCE AVE S SUITE 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL EVERT
ReturnHeader/ReturnTs02023-05-11T09:59:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALICE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SNORTELAND
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,698
Liabilities
$0
Net assets
$76,698
Revenue
$35,401
Expenses
$34,566
Net income
$835
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