Civic Intelligence

Virginia Occupational Therapy Assoc

990EZ • Fiscal year 2017 • EIN 54-1508892

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileWWW.VAOTA.ORG
6200 Lakeside AvenueRichmond, VA 23228

(804) 523-2911

Siviq Scores

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

Liabilities / Assets

64th percentile

0.04x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

91st percentile

54%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$83,276

Up $5,475 (+7.0%) from 2011

Net Assets

Up

$80,336

Up $2,535 (+3.3%) from 2011

Liabilities

$2,940

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin87th percentile

Revenue

Up

$110,068

Up $69,807 (+173%) from 2011

Expenses

Up

$83,773

Up $45,568 (+119%) from 2011

Net Income

Up

$26,295

Up $24,239 (+1179%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$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

2017

Assets$83,276
Liabilities$2,940
Net Assets$80,336
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$110,068
Expenses$83,773
Net Income$26,295
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$110,068
Mission and Program Overview

Mission

Membership education and information.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION PROVIDED SUPPORT AND EDUCATION TO ITS 573 MEMBERS AND THE COMMUNITY ABOUT OCCUPATIONAL THERAPY AND ITS VALUE IN MEETING DIVERSE HEALTH AND PARTICIPATION NEEDS.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN EMERICK-BROTHERSScholarship/-$0--
HOLLY BROWNFundraising-$0--
KIRSTIN EDDYBy-Laws/Ethi-$0--
LAUREN CARTER SMITHMembership-$0--
SHELIA KRAJNIKContinuing E-$0--
BRIANNA LEGGETSpecial Inte-$0--
DIANNE SIMONSAota Represe-$0--
GRETCHEN WARDCommunicatio-$0--
MICHELE STOLLPast Preside-$0--
ERIN CLEMENSPresident-$0--
HOLLY TIMBERLINEVice - Presi-$0--
STACIE ARGADESecretary-$0--
JACQUELINE CHERRYTreasurer-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$28,641
Current Year Nondeductible Lobbying and Political Cost$12,766
Filing and Contact Details

Filer

Filer Name
Virginia Occupational Therapy Assoc
EIN
54-1508892
Phone
8045232911
Address
6200 LAKESIDE AVENUE, RICHMOND, VA 23228

Signing Officer

Name
Jacqueline Cherry
Title
Treasurer
Phone
8042882950
Signed
2017-11-15
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 7,200 job posting fees 1,800 merchandise sales 827 advertising 750 total 10,577”

Form 990-ez, Part I, Line 16

“Expenses website 2,185 annual meeting 35,302 board of director expense 800 ce committee expenses 6,260 chapter reimbursements 589 credit card fees 2,434 miscellaneous 1,172 legislative day 366 total 49,108”

Form 990-ez, Part II, Line 24

“Accounts receivable 50 50 total 50 50”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 2,940”

Raw XML Appendix156 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/AddressLine1Txt06200 LAKESIDE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023228
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053991
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02546
IRS990EZ/DirectIndirectPltclExpendAmt012766
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026295
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032477
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054041
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083276
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt0110068
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027140
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054041
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080336
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054041
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080336
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/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN EMERICK-BROTHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIRSTIN EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN CARTER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELIA KRAJNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIANNA LEGGET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANNE SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GRETCHEN WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHELE STOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ERIN CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10HOLLY TIMBERLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STACIE ARGADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JACQUELINE CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCHOLARSHIP/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BY-LAWS/ETHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CONTINUING E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPECIAL INTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AOTA REPRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE - PRESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt050
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050
IRS990EZ/OtherExpensesTotalAmt049108
IRS990EZ/OtherRevenueTotalAmt010577
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP EDUCATION AND INFORMATION.
IRS990EZ/PrintingPublicationsPostageAmt0188
IRS990EZ/ProgramServiceRevenueAmt069802
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION PROVIDED SUPPORT AND EDUCATION TO ITS 573 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/EOYAmt02940
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083773
IRS990EZ/TotalRevenueAmt0110068
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAOTA.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt027140
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/CarriedOverAmt01501
IRS990ScheduleC/DuesAssessmentsAmt027140
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt015875
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt012766
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt028641
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CE APPROVAL FEES 7,200 JOB POSTING FEES 1,800 MERCHANDISE SALES 827 ADVERTISING 750 TOTAL 10,577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 2,185 ANNUAL MEETING 35,302 BOARD OF DIRECTOR EXPENSE 800 CE COMMITTEE EXPENSES 6,260 CHAPTER REIMBURSEMENTS 589 CREDIT CARD FEES 2,434 MISCELLANEOUS 1,172 LEGISLATIVE DAY 366 TOTAL 49,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 50 50 TOTAL 50 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 2,940
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE CHERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08042882950
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0541508892
ReturnHeader/Filer/PhoneNum08045232911
ReturnHeader/Filer/USAddress/AddressLine1Txt06200 LAKESIDE AVENUE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023228
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05AF2FC569D54FB2BFBEB07408E8D76834E48F075
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048B67808522FCFBB989648E7793B197FA05A3FC1
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/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02018-01-08T17:36:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,276
Liabilities
$2,940
Net assets
$80,336
Revenue
$110,068
Expenses
$83,773
Net income
$26,295
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
2017Detailed filing. Detailed filing data is available for this year.$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