Civic Intelligence

Virginia Occupational Therapy Assoc

EIN 54-1508892 • 501(c)6 • Chesapeake, VA

Profile

Membership education and information.

1403 Greenbrier Pkwy Ste 150Chesapeake, VA 23320

www.vaota.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

41st percentile

-3.5%

Higher net margin than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-3.2%

Faster asset growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

49%

Faster revenue growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$74,765

Down $16,058 (-18%) from 2023

Liabilities

Up

$1,100

Up $100 (+10%) from 2023

Net Assets

Down

$73,665

Down $16,158 (-18%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin41st percentile

Revenue

Up

$85,710

Up $6,903 (+8.8%) from 2023

Expenses

Up

$101,868

Up $20,322 (+25%) from 2023

Net Income

Down

-$16,158

Down $13,419 (-490%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$150K$100K$50K$0Assets 2010: $75,745Net Assets 2010: $75,7452010Assets 2011: $77,801Net Assets 2011: $77,8012011Assets 2017: $83,276Liabilities 2017: $2,940Net Assets 2017: $80,3362017Assets 2019: $105,640Liabilities 2019: $36Net Assets 2019: $105,6042019Assets 2020: $104,551Liabilities 2020: $3,003Net Assets 2020: $101,5482020Assets 2021: $111,169Liabilities 2021: $1,352Net Assets 2021: $109,8172021Assets 2022: $93,812Liabilities 2022: $1,250Net Assets 2022: $92,5622022Assets 2023: $90,823Liabilities 2023: $1,000Net Assets 2023: $89,8232023Assets 2024: $74,765Liabilities 2024: $1,100Net Assets 2024: $73,6652024

Highlighted filing

2024

Assets$74,765
Liabilities$1,100
Net Assets$73,665
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $39,172Expenses 2010: $35,597Net Income 2010: $3,5752010Revenue 2011: $40,261Expenses 2011: $38,205Net Income 2011: $2,0562011Revenue 2017: $110,068Expenses 2017: $83,773Net Income 2017: $26,2952017Revenue 2019: $98,426Expenses 2019: $91,617Net Income 2019: $6,8092019Revenue 2020: $109,449Expenses 2020: $113,502Net Income 2020: -$4,0532020Revenue 2021: $58,392Expenses 2021: $50,123Net Income 2021: $8,2692021Revenue 2022: $52,920Expenses 2022: $70,175Net Income 2022: -$17,2552022Revenue 2023: $78,807Expenses 2023: $81,546Net Income 2023: -$2,7392023Revenue 2024: $85,710Expenses 2024: $101,868Net Income 2024: -$16,1582024

Highlighted filing

2024

Revenue$85,710
Expenses$101,868
Net Income-$16,158
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$74,765
Liabilities
$1,100
Net assets
$73,665
Revenue
$85,710
Expenses
$101,868
Net income
-$16,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.01$0.74$0.86$1.02$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$0.79$0.82$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.01$0.93$0.53$0.70$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.01$1.10$0.58$0.50$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.03$1.02$1.09$1.14$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.98$0.92$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.03$0.80$1.10$0.84$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$0.40$0.38$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.39$0.36$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$78,807
Mission and Program Overview

Mission

Membership education and information.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION PROVIDED SUPPORT AND EDUCATION TO ITS MEMBERS AND THE COMMUNITY ABOUT OCCUPATIONAL THERAPY AND ITS VALUE IN MEETING DIVERSE HEALTH AND PARTICIPATION NEEDS.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAVANAH HOWEPresident-$0--
LA'SHANDRA RUSSELLVice Preside-$0--
LAUREN ANDELINSecretary-$0--
ELIZABETH RICHARDSONTreasurer-$0--
SHIVANI B VIJNominations/-$0--
HEIDI HULLContinuing E-$0--
JANE HAMPSONMembership-$0--
VIVIAN SWINGLEBy-Laws/Ethi-$0--
LINDSEY CARTERCommunicatio-$0--
ANDREA ADKINSFundraising-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$12,975
Total Nondeductible Lobbying and Political Cost$12,975
Filing and Contact Details

Filer

Filer Name
Virginia Occupational Therapy Assoc
EIN
54-1508892
Phone
8045232911
Address
1403 GREENBRIER PKWY STE 150, CHESAPEAKE, VA 23320

Signing Officer

Name
Elizabeth Richardson
Title
Treasurer
Phone
7574738701
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Wellscoleman
Address
5004 MONUMENT AVE, RICHMOND, VA 23230
Preparer
Rebecca J Tres
Phone
8043581150
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Ce approval fees 1,415 website advertising income 350 job posting fees 250 scholarship donations 101 total 2,116”

Form 990-ez, Part I, Line 16

“Expenses website 2,461 travel 157 annual meeting 25,988 school system symposium 10,501 insurance 767 board of director expense 682 credit card fees 2,787 miscellaneous 201 reception 143 taxes, licenses & fees 50 total 43,737”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 272 9,275 total 272 9,275”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,250 1,000”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ORGANIZATION MANAGEMENT GROUP INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08042882950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08100 THREE CHOPT ROAD SUITE 226
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093540
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081548
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt037187
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093812
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090823
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0600
IRS990EZ/GrossReceiptsAmt078807
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024505
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092562
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092562
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAVANAH HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LA'SHANDRA RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN ANDELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHIVANI B VIJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEIDI HULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANE HAMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VIVIAN SWINGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LINDSEY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREA ADKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NOMINATIONS/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONTINUING E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BY-LAWS/ETHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0272
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09275
IRS990EZ/OtherExpensesTotalAmt043737
IRS990EZ/OtherRevenueTotalAmt02116
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP EDUCATION AND INFORMATION.
IRS990EZ/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramServiceRevenueAmt052186
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION PROVIDED SUPPORT AND EDUCATION TO ITS MEMBERS AND THE COMMUNITY ABOUT OCCUPATIONAL THERAPY AND ITS VALUE IN MEETING DIVERSE HEALTH AND PARTICIPATION NEEDS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01250
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081546
IRS990EZ/TotalRevenueAmt078807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAOTA.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt024505
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt024505
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt012975
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt012975
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/TaxableAmt0-11530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CE APPROVAL FEES 1,415 WEBSITE ADVERTISING INCOME 350 JOB POSTING FEES 250 SCHOLARSHIP DONATIONS 101 TOTAL 2,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 2,461 TRAVEL 157 ANNUAL MEETING 25,988 SCHOOL SYSTEM SYMPOSIUM 10,501 INSURANCE 767 BOARD OF DIRECTOR EXPENSE 682 CREDIT CARD FEES 2,787 MISCELLANEOUS 201 RECEPTION 143 TAXES, LICENSES & FEES 50 TOTAL 43,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 272 9,275 TOTAL 272 9,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,250 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574738701
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0541508892
ReturnHeader/Filer/PhoneNum08045232911
ReturnHeader/Filer/USAddress/AddressLine1Txt01403 GREENBRIER PKWY STE 150
ReturnHeader/Filer/USAddress/CityNm0CHESAPEAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023320
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540593442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLSCOLEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05004 MONUMENT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023230
ReturnHeader/PreparerPersonGrp/PhoneNum08043581150
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02023-11-09T16:41:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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