Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
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
Most recent year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Leanne OBrien | President | PT | $0 | - | - |
| Lynn Kilburg | Treasurer | - | $0 | - | - |
| Amy Ballou | Secretary | - | $0 | - | - |
| Jennifer Wolff | Aota Representative | - | $0 | - | - |
| Jessica Hauzlarich | Cota Representative | - | $0 | - | - |
“Advertising revenue for ads placed in newsletters, web-site, directory, and conference materials.”
“$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).”
“$1507. Petty cash transferred to Administrative Assistant to cover postage and PO box.”
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 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Lynn Kilburg |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5152664502 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 57221 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Des Moines |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50317 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 49972 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 50425 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 170 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1229 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7214 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 49972 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 50425 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 25955 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 7940 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 49972 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 50425 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 49972 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 50425 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Leanne OBrien |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Lynn Kilburg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Amy Ballou |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jennifer Wolff |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jessica Hauzlarich |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | AOTA Representative |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | COTA Representative |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 1682 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 10291 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 680 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 769 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 17165 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 8910 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 27184 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 25955 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://www.iowaot.org/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising revenue for ads placed in newsletters, web-site, directory, and conference materials. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | $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). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | $1507. Petty cash transferred to Administrative Assistant to cover postage and PO box. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lynn Kilburg |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5152664502 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IOWA OCCUPATIONAL THERAPY ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IOWA |
| ReturnHeader/Filer/EIN | 0 | 421254684 |
| ReturnHeader/Filer/PhoneNum | 0 | 5152664502 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 57221 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Des Moines |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50317 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 107.182.197.75 |
| ReturnHeader/ReturnTs | 0 | 2017-11-25T21:26:46-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-07-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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