Civic Intelligence

Virginia Occupational Therapy Assoc

990EZ • Fiscal year 2021 • EIN 54-1508892

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization ProfileWWW.VAOTA.ORG
5101 Monument AveRichmond, VA 23230

(804) 523-2911

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.02x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

14%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

6.3%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-47%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$111,169

Up $6,618 (+6.3%) from 2020

Net Assets

Up

$109,817

Up $8,269 (+8.1%) from 2020

Liabilities

Down

$1,352

Down $1,651 (-55%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Down

$58,392

Down $51,057 (-47%) from 2020

Expenses

Down

$50,123

Down $63,379 (-56%) from 2020

Net Income

Up

$8,269

Up $12,322 (+304%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$111,169
Liabilities$1,352
Net Assets$109,817
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$58,392
Expenses$50,123
Net Income$8,269
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$58,392
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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN CLEMENSPresident-$0--
HOLLY TIMBERLINEVice Preside-$0--
JEANINE ROSSISecretary-$0--
ELIZABETH RICHARDSONTreasurer-$0--
JAN EMERICK-BROTHERSScholarship/-$0--
HEIDI HULLContinuing E-$0--
SAVANAH HOWEFundraising-$0--
LAUREN CARTER SMITHCommunicatio-$0--
KIRSTIN EDDYBy-Laws/Ethi-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$13,650
Total Nondeductible Lobbying and Political Cost$13,650
Filing and Contact Details

Filer

Filer Name
Virginia Occupational Therapy Assoc
EIN
54-1508892
Phone
8045232911
Address
5101 MONUMENT AVE, RICHMOND, VA 23230

Signing Officer

Name
Elizabeth Richardson
Title
Treasurer
Phone
7574738701
Signed
2021-11-02
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

“Scholarship donations 1,374 ce approval fees 1,000 webpage 300 job posting fees 150 other revenue 90 total 2,914”

Form 990-ez, Part I, Line 16

“Expenses website 2,074 annual meeting 3,054 school system symposium 1,255 sss honorarium 300 insurance 491 board of director expense 131 credit card fees 1,980 miscellaneous 1,196 bank charges 115 total 10,596”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 8,008 8,192 total 8,008 8,192”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,000 1,350 omg inter-company 3 2”

Raw XML Appendix148 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ERIN CLEMENS
CompensationExplanation/CompensationExplanationGrp/PersonNm1HOLLY TIMBERLINE
CompensationExplanation/CompensationExplanationGrp/PersonNm2JEANINE ROSSI
CompensationExplanation/CompensationExplanationGrp/PersonNm3ELIZABETH RICHARDSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4JAN EMERICKBROTHERS
CompensationExplanation/CompensationExplanationGrp/PersonNm5HEIDI HULL
CompensationExplanation/CompensationExplanationGrp/PersonNm6SAVANAH HOWE
CompensationExplanation/CompensationExplanationGrp/PersonNm7LAUREN CARTER SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm8KIRSTIN EDDY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ORGANIZATION MANAGEMENT GROUP INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08042882950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05101 MONUMENT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096543
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt013650
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08269
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036510
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104551
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111169
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt058392
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025720
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101548
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109817
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101548
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109817
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/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/PersonNm0ERIN CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY TIMBERLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANINE ROSSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAN EMERICK-BROTHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEIDI HULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAVANAH HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAUREN CARTER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KIRSTIN EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SCHOLARSHIP/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONTINUING E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BY-LAWS/ETHI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08008
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08192
IRS990EZ/OtherExpensesTotalAmt010596
IRS990EZ/OtherRevenueTotalAmt02914
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP EDUCATION AND INFORMATION.
IRS990EZ/PrintingPublicationsPostageAmt017
IRS990EZ/ProgramServiceRevenueAmt029756
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/BOYAmt03003
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01352
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050123
IRS990EZ/TotalRevenueAmt058392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAOTA.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt025720
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt025720
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt013650
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt013650
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/TaxableAmt0-12070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP DONATIONS 1,374 CE APPROVAL FEES 1,000 WEBPAGE 300 JOB POSTING FEES 150 OTHER REVENUE 90 TOTAL 2,914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 2,074 ANNUAL MEETING 3,054 SCHOOL SYSTEM SYMPOSIUM 1,255 SSS HONORARIUM 300 INSURANCE 491 BOARD OF DIRECTOR EXPENSE 131 CREDIT CARD FEES 1,980 MISCELLANEOUS 1,196 BANK CHARGES 115 TOTAL 10,596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 8,008 8,192 TOTAL 8,008 8,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,000 1,350 OMG INTER-COMPANY 3 2
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574738701
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0VIRG
ReturnHeader/Filer/EIN0541508892
ReturnHeader/Filer/PhoneNum08045232911
ReturnHeader/Filer/USAddress/AddressLine1Txt05101 MONUMENT AVE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023230
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/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02021-11-05T14:37:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,169
Liabilities
$1,352
Net assets
$109,817
Revenue
$58,392
Expenses
$50,123
Net income
$8,269
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
2021Detailed filing. Detailed filing data is available for this year.$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