Civic Intelligence

Virginia Occupational Therapy Assoc

990EZ • Fiscal year 2019 • EIN 54-1508892

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 13, 2020

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

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

61st percentile

6.9%

Higher net margin than 61% 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

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$105,640

Up $22,364 (+27%) from 2017

Net Assets

Up

$105,604

Up $25,268 (+31%) from 2017

Liabilities

Down

$36

Down $2,904 (-99%) from 2017

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin61st percentile

Revenue

Down

$98,426

Down $11,642 (-11%) from 2017

Expenses

Up

$91,617

Up $7,844 (+9.4%) from 2017

Net Income

Down

$6,809

Down $19,486 (-74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2019

Assets$105,640
Liabilities$36
Net Assets$105,604
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$98,426
Expenses$91,617
Net Income$6,809
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 13, 2020
Return Version
2018v3.2
Gross Receipts
$98,426
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 Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE SIMONSScholarship/-$0--
KIRSTIN EDDYBy-Laws/Ethi-$0--
LAUREN CARTER SMITHMembership-$0--
SHELIA KRAJNIKContinuing E-$0--
GRETCHEN WARDCommunicatio-$0--
ERIN CLEMENSPresident-$0--
HOLLY TIMBERLINEVice Preside-$0--
STACIE ARGADESecretary-$0--
JACQUELINE CHERRYTreasurer-$0--
SAVANAH HOWEFundraising-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$12,000
Total Nondeductible Lobbying and Political Cost$12,000
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
2020-01-13
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 2,000 webpage 450 job posting fees 300 total 2,750”

Form 990-ez, Part I, Line 16

“Expenses website 1,705 annual meeting 36,182 school system symposium 10,776 board of director expense 3,462 credit card fees 2,526 miscellaneous 629 taxes & fees 25 total 55,305”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 120 444 total 120 444”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3 36 other liabilities 0 0”

Raw XML Appendix149 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/BOYAmt098678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105196
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015
IRS990EZ/DirectIndirectPltclExpendAmt012000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06809
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033034
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105640
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt098426
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025265
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105604
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/PersonNm0DIANNE SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIRSTIN EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN CARTER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHELIA KRAJNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRETCHEN WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIN CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HOLLY TIMBERLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACIE ARGADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JACQUELINE CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SAVANAH HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCHOLARSHIP/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BY-LAWS/ETHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CONTINUING E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0120
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0444
IRS990EZ/OtherExpensesTotalAmt055305
IRS990EZ/OtherRevenueTotalAmt02750
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP EDUCATION AND INFORMATION.
IRS990EZ/PrintingPublicationsPostageAmt0278
IRS990EZ/ProgramServiceRevenueAmt070394
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/BOYAmt03
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt036
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091617
IRS990EZ/TotalRevenueAmt098426
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAOTA.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt025265
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt025265
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt012000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt012000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/TaxableAmt0-13265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CE APPROVAL FEES 2,000 WEBPAGE 450 JOB POSTING FEES 300 TOTAL 2,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 1,705 ANNUAL MEETING 36,182 SCHOOL SYSTEM SYMPOSIUM 10,776 BOARD OF DIRECTOR EXPENSE 3,462 CREDIT CARD FEES 2,526 MISCELLANEOUS 629 TAXES & FEES 25 TOTAL 55,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 120 444 TOTAL 120 444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3 36 OTHER LIABILITIES 0 0
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE CHERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08042882950
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-13
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/AtSubmissionCreationDeviceId0EFC685AFBA6AB482A2A5F68B7E33B8203931D752
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04741B1F474A98CCEA6F67C390EBD809A8EC0AA85
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-01-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:56:14
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/PreparationDt02020-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02020-01-13T15:56:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,640
Liabilities
$36
Net assets
$105,604
Revenue
$98,426
Expenses
$91,617
Net income
$6,809
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
2019Detailed filing. Detailed filing data is available for this year.$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