Civic Intelligence

Iowa Occupational Therapy Association

EIN 42-1254684 • 501(c)6 • Des Moines, IA

Profile

The IOTA's primary mission relates to education, advocacy, and scholarship on behalf of its members. With respect to education and scholarship, a yearly fall conference was held where members could receive education and research based information related to the practice of occupational therapy. At the fall conference, the members meeting is held to communicate significant license and legislative information that impacts practice. To further communicate with members, there are 4 newsletters yearly and additional email contacts as legislative issues arise. With respect to advocacy, general legislative and issue coverage is monitored by a lobbying firm with communication related to that offered to members.

PO Box 57221Des Moines, IA 50317

www.iowaot.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-4.7%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

0.9%

Faster asset growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$50,425

Up $453 (+0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$50,425

Up $453 (+0.9%) from 2016

Revenue

Up

$25,955

Up $2,650 (+11%) from 2016

Expenses

Up

$27,184

Up $823 (+3.1%) from 2016

Net Income

Up

-$1,229

Up $1,827 (+60%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $46,330Liabilities 2011: $0Net Assets 2011: $46,3302011Assets 2012: $52,513Liabilities 2012: $0Net Assets 2012: $52,5132012Assets 2013: $51,021Liabilities 2013: $0Net Assets 2013: $51,0212013Assets 2014: $54,180Liabilities 2014: $0Net Assets 2014: $54,1802014Assets 2015: $53,028Liabilities 2015: $0Net Assets 2015: $53,0282015Assets 2016: $49,972Liabilities 2016: $0Net Assets 2016: $49,9722016Assets 2017: $50,425Liabilities 2017: $0Net Assets 2017: $50,4252017

Highlighted filing

2017

Assets$50,425
Liabilities$0
Net Assets$50,425

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $16,133Expenses 2011: $12,205Net Income 2011: $3,9282011Revenue 2012: $29,200Expenses 2012: $23,017Net Income 2012: $6,1832012Revenue 2013: $18,894Expenses 2013: $20,386Net Income 2013: -$1,4922013Revenue 2014: $29,307Expenses 2014: $26,148Net Income 2014: $3,1592014Revenue 2015: $26,791Expenses 2015: $27,943Net Income 2015: -$1,1522015Revenue 2016: $23,305Expenses 2016: $26,361Net Income 2016: -$3,0562016Revenue 2017: $25,955Expenses 2017: $27,184Net Income 2017: -$1,2292017

Highlighted filing

2017

Revenue$25,955
Expenses$27,184
Net Income-$1,229

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Nov 25, 2017
Return Version
2016v3.0
Gross Receipts
$25,955
Mission and Program Overview

Mission

The Iowa Occupational Therapy Association is a state affiliate of the American Occupational Therapy Association. Its members are occupational therapists, occupational therapy assistants, and students within the profession. The mission is "to build the capacity of its members through education, reserach, and communication. The IOTA will act as a public advocate for Occupational Therapy to promote viabilty fo the profession and access to services." The three primary services/purposes are 1) offer continuing education, 2) advocate in healthcare policy and legislation, and 3) offer scholarship support.

The IOTA's primary mission relates to education, advocacy, and scholarship on behalf of its members. With respect to education and scholarship, a yearly fall conference was held where members could receive education and research based information related to the practice of occupational therapy. At the fall conference, the members meeting is held to communicate significant license and legislative information that impacts practice. To further communicate with members, there are 4 newsletters yearly and additional email contacts as legislative issues arise. With respect to advocacy, general legislative and issue coverage is monitored by a lobbying firm with communication related to that offered to members.

Program Services

DescriptionGrantsExpenses
The IOTA's primary mission relates to education, advocacy, and scholarship on behalf of its members. With respect to education and scholarship, a yearly fall conference was held where members could receive education and research based information related to the practice of occupational therapy. At the fall conference, the members meeting is held to communicate significant license and legislative information that impacts practice. To further communicate with members, there are 4 newsletters yearly and additional email contacts as legislative issues arise. With respect to advocacy, general legislative and issue coverage is monitored by a lobbying firm with communication related to that offered to members.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leanne OBrienPresidentPT$0--
Lynn KilburgTreasurer-$0--
Amy BallouSecretary-$0--
Jennifer WolffAota Representative-$0--
Jessica HauzlarichCota Representative-$0--
Filing and Contact Details

Filer

Filer Name
Iowa Occupational Therapy Association
EIN
42-1254684
Phone
5152664502
Address
PO Box 57221, Des Moines, IA 50317

Signing Officer

Name
Lynn Kilburg
Title
Treasurer
Phone
5152664502
Signed
2017-11-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Advertising revenue for ads placed in newsletters, web-site, directory, and conference materials.

Form 990-EZ, Part I, Line 16

$242. paid for bonding insurance for treasurer, $5263.75 costs related to Fall Conference (these include speaker fees and expenses such as travel, lodging, food), $4785.56 fees to Member Clicks/Network Solutions (association management web service and web hosting) and Post Office (for PO box).

Form 990-EZ, Part I, Line 20

$1507. Petty cash transferred to Administrative Assistant to cover postage and PO box.

Raw XML Appendix130 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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