Civic Intelligence

North Dakota Occupational Therapy Association

990EZ • Fiscal year 2019 • EIN 45-0378061

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 08, 2020

PO Box 14118Grand Forks, ND 58208-4118

(218) 689-5878

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$16,938

Down $6,380 (-27%) from 2018

Net Assets

Down

$16,938

Down $6,380 (-27%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$17,292

Down $9,823 (-36%) from 2018

Expenses

Up

$23,672

Up $3,384 (+17%) from 2018

Net Income

Down

-$6,380

Down $13,207 (-193%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $28,252Liabilities 2011: $02011Assets 2012: $32,117Liabilities 2012: $02012Assets 2013: $34,258Liabilities 2013: $02013Assets 2014: $37,640Liabilities 2014: $02014Assets 2015: $40,599Liabilities 2015: $02015Assets 2016: $35,653Liabilities 2016: $02016Assets 2017: $36,912Liabilities 2017: $02017Assets 2018: $23,318Liabilities 2018: $0Net Assets 2018: $23,3182018Assets 2019: $16,938Liabilities 2019: $0Net Assets 2019: $16,9382019Assets 2020: $9,334Liabilities 2020: $0Net Assets 2020: $9,3342020Assets 2021: $4,004Liabilities 2021: $0Net Assets 2021: $4,0042021Assets 2022: $7,592Liabilities 2022: $0Net Assets 2022: $7,5922022Assets 2023: $9,163Liabilities 2023: $02023

Highlighted filing

2019

Assets$16,938
Liabilities$0
Net Assets$16,938

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $19,025Expenses 2011: $24,043Net Income 2011: -$5,0182011Revenue 2012: $28,629Expenses 2012: $24,764Net Income 2012: $3,8652012Revenue 2013: $26,163Expenses 2013: $24,022Net Income 2013: $2,1412013Revenue 2014: $17,882Expenses 2014: $14,500Net Income 2014: $3,3822014Revenue 2015: $19,030Expenses 2015: $16,071Net Income 2015: $2,9592015Revenue 2016: $14,304Expenses 2016: $19,250Net Income 2016: -$4,9462016Revenue 2017: $20,191Expenses 2017: $18,932Net Income 2017: $1,2592017Revenue 2018: $27,115Expenses 2018: $20,288Net Income 2018: $6,8272018Revenue 2019: $17,292Expenses 2019: $23,672Net Income 2019: -$6,3802019Revenue 2020: $15,356Expenses 2020: $22,960Net Income 2020: -$7,6042020Revenue 2021: $15,554Expenses 2021: $20,884Net Income 2021: -$5,3302021Revenue 2022: $32,111Expenses 2022: $28,523Net Income 2022: $3,5882022Revenue 2023: $8,252Expenses 2023: $17,479Net Income 2023: -$9,2272023

Highlighted filing

2019

Revenue$17,292
Expenses$23,672
Net Income-$6,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 8, 2020
Return Version
2019v5.1
Gross Receipts
$17,292
Mission and Program Overview

Mission

Professional group whose mission is to improve and advance occupational therapy by establishing standards of practice and facilitating public education.

Program Services

DescriptionGrantsExpenses
PROFESSIONAL GROUP WHOSE MISSION IS TO IMPROVE AND ADVANCE OCCUPATIONAL THERAPY BY ESTABLISHING STANDARDS OF PRACTICE AND FACILITATING PUBLIC EDUCATION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER DIBRAPresident-$0--
GEENA SCHMIDTTreasurer-$0--
MEGAN DOOLEYSecretary-$0--
SHERI MARTINPresident Elect-$0--
MOLLY HELBLINGDirector-$0--
SHAWNA WINGVP Of Education-$0--
CORY VATNSDAL-GECKCo-VP Of L & P-$0--
JESSE WUTZKEVP Of Public Relations-$0--
MEGAN BOUCHERCo-VP Of L & P-$0--
CINDY JANSSENDirector-$0--
CHERIE GRAVESDirector-$0--
KATE ROBERTDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$16,968
Current Year Nondeductible Lobbying and Political Cost$7,550
Filing and Contact Details

Filer

Filer Name
North Dakota Occupational
EIN
45-0378061
Phone
2186895878
Address
PO BOX 14118, GRAND FORKS, ND 58208-4118

Signing Officer

Name
Geena Schmidt
Title
Treasurer
Phone
7013391167
Signed
2020-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Brady Martz & Associates Pc
Address
POST OFFICE BOX 848, MINOT, ND 58702-0848
Preparer
Andrea Purseglove CPA
Phone
7018520196
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 59. Description: interest. Amount: 17. Total to form 990-ez, line 8: 76.

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

Description: office expenses. Amount: 54. Description: travel and conferences. Amount: 12,635. Description: promotions. Amount: 1,801. Description: districts. Amount: 226. Description: lobbyist. Amount: 7,550. Description: bankcard fee. Amount: 845. Total to form 990-ez, line 16: 23,111.

Raw XML Appendix176 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/USAddress/CityNm0MINOT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
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IRS990EZ/MembershipDuesAmt017216
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023318
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER DIBRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEENA SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN DOOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERI MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MOLLY HELBLING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JESSE WUTZKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MEGAN BOUCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CINDY JANSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHERIE GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KATE ROBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-VP OF L & P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-VP OF L & P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023111
IRS990EZ/OtherRevenueTotalAmt076
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL GROUP WHOSE MISSION IS TO IMPROVE AND ADVANCE OCCUPATIONAL THERAPY BY ESTABLISHING STANDARDS OF PRACTICE AND FACILITATING PUBLIC EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0321
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL GROUP WHOSE MISSION IS TO IMPROVE AND ADVANCE OCCUPATIONAL THERAPY BY ESTABLISHING STANDARDS OF PRACTICE AND FACILITATING PUBLIC EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt023672
IRS990EZ/TotalRevenueAmt017292
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NDOTA.COM
IRS990ScheduleC/AggregateReportedDuesNtcAmt012051
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/CarriedOverAmt04917
IRS990ScheduleC/DuesAssessmentsAmt017216
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt09418
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt07550
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt016968
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 59. DESCRIPTION: INTEREST. AMOUNT: 17. TOTAL TO FORM 990-EZ, LINE 8: 76.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSES. AMOUNT: 54. DESCRIPTION: TRAVEL AND CONFERENCES. AMOUNT: 12,635. DESCRIPTION: PROMOTIONS. AMOUNT: 1,801. DESCRIPTION: DISTRICTS. AMOUNT: 226. DESCRIPTION: LOBBYIST. AMOUNT: 7,550. DESCRIPTION: BANKCARD FEE. AMOUNT: 845. TOTAL TO FORM 990-EZ, LINE 16: 23,111.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEENA SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07013391167
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH DAKOTA OCCUPATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THERAPY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0450378061
ReturnHeader/Filer/PhoneNum02186895878
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14118
ReturnHeader/Filer/USAddress/CityNm0GRAND FORKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd0582084118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB2BF1521AD80A1BBC01767B196AD29783EFBCD0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDC55127736E7842E3A544001FDEFC34667F2019
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.230.153.18
ReturnHeader/FilingSecurityInformation/IPDt02020-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:50:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450310328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY MARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 848
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINOT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0587020848
ReturnHeader/PreparerPersonGrp/PhoneNum07018520196
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA PURSEGLOVE CPA
ReturnHeader/ReturnTs02020-04-21T12:51:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.16$0.00$8.25$17.5$9.23
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$32.1$28.5$3.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$15.6$20.9$5.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.33$0.00$9.33$15.4$23.0$7.60
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$17.3$23.7$6.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$27.1$20.3$6.83
2017Summary only. Only limited summary data is available for this year.$36.9$0.00$20.2$18.9$1.26
2016Summary only. Only limited summary data is available for this year.$35.7$0.00$14.3$19.3$4.95
2015Summary only. Only limited summary data is available for this year.$40.6$0.00$19.0$16.1$2.96
2014Summary only. Only limited summary data is available for this year.$37.6$0.00$17.9$14.5$3.38
2013Summary only. Only limited summary data is available for this year.$34.3$0.00$26.2$24.0$2.14
2012Summary only. Only limited summary data is available for this year.$32.1$0.00$28.6$24.8$3.87
2011Summary only. Only limited summary data is available for this year.$28.3$0.00$19.0$24.0$5.02