Civic Intelligence

Virginia Occupational Therapy Assoc

990EZ • Fiscal year 2022 • EIN 54-1508892

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization ProfileWWW.VAOTA.ORG
1403 Greenbrier Pkwy Ste 150Chesapeake, VA 23320

(804) 523-2911

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-9.4%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$93,812

Down $17,357 (-16%) from 2021

Net Assets

Down

$92,562

Down $17,255 (-16%) from 2021

Liabilities

Down

$1,250

Down $102 (-7.5%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Down

$52,920

Down $5,472 (-9.4%) from 2021

Expenses

Up

$70,175

Up $20,052 (+40%) from 2021

Net Income

Down

-$17,255

Down $25,524 (-309%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2022

Assets$93,812
Liabilities$1,250
Net Assets$92,562
Open 2022 Filing

Operations Trend

Revenue Growth24th 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

2022

Revenue$52,920
Expenses$70,175
Net Income-$17,255
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$52,920
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--
SAVANAH HOWEPresident-El-$0--
ELLE RUSSELLVice Preside-$0--
JEANINE KAPLANSecretary-$0--
ELIZABETH RICHARDSONTreasurer-$0--
JUSTIN DEMARCHIScholarship/-$0--
HEIDI HULLContinuing E-$0--
LAUREN CARTER SMITHMembership-$0--
VIVIAN SWINGLEBy-Laws/Ethi-$0--
LINDSEY SAWYERCommunicatio-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$15,200
Total Nondeductible Lobbying and Political Cost$15,200
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
2022-11-15
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

“Job posting fees 900 scholarship donations 715 ce approval fees 200 other revenue 120 total 1,935”

Form 990-ez, Part I, Line 16

“Expenses website 2,687 travel 359 annual meeting 14,100 school system symposium 4,599 insurance 666 board of director expense 2,639 credit card fees 2,288 miscellaneous 575 total 27,913”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 8,192 272 total 8,192 272”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,350 1,250 omg inter-company 2 0”

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/AddressLine1Txt05101 MONUMENT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093540
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt015200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17255
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038636
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093812
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03400
IRS990EZ/GrossReceiptsAmt052920
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023525
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109817
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109817
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092562
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/PersonNm0ERIN CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAVANAH HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLE RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANINE KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUSTIN DEMARCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEIDI HULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAUREN CARTER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VIVIAN SWINGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LINDSEY SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SCHOLARSHIP/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CONTINUING E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BY-LAWS/ETHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COMMUNICATIO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08192
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0272
IRS990EZ/OtherExpensesTotalAmt027913
IRS990EZ/OtherRevenueTotalAmt01935
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERSHIP EDUCATION AND INFORMATION.
IRS990EZ/PrintingPublicationsPostageAmt0226
IRS990EZ/ProgramServiceRevenueAmt027460
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/BOYAmt01352
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070175
IRS990EZ/TotalRevenueAmt052920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAOTA.ORG
IRS990ScheduleC/AggregateReportedDuesNtcAmt023525
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/DuesAssessmentsAmt023525
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt015200
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt015200
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/TaxableAmt0-8325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOB POSTING FEES 900 SCHOLARSHIP DONATIONS 715 CE APPROVAL FEES 200 OTHER REVENUE 120 TOTAL 1,935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 2,687 TRAVEL 359 ANNUAL MEETING 14,100 SCHOOL SYSTEM SYMPOSIUM 4,599 INSURANCE 666 BOARD OF DIRECTOR EXPENSE 2,639 CREDIT CARD FEES 2,288 MISCELLANEOUS 575 TOTAL 27,913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 8,192 272 TOTAL 8,192 272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,350 1,250 OMG INTER-COMPANY 2 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574738701
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02022-11-15T14:05:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,812
Liabilities
$1,250
Net assets
$92,562
Revenue
$52,920
Expenses
$70,175
Net income
-$17,255
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
2022Detailed filing. Detailed filing data is available for this year.$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