Civic Intelligence

North Carolina Occupational Therapy

EIN 56-1170536 • 501(c)6 • Raleigh, NC

Profile

To promote the practice of occupational therapy, impact health care, provide professional education and communication with the community.

8311 Brier Creek Pkwy Ste 105 PMB 1Raleigh, NC 27617

ncota.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

3.5%

Faster revenue growth than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $44,671 (-100%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$20,582

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$100,848

Up $3,412 (+3.5%) from 2024

Expenses

Down

$80,266

Down $1,837 (-2.2%) from 2024

Net Income

Up

$20,582

Up $5,249 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$150K$100K$50K$0Assets 2011: $70,896Liabilities 2011: $02011Assets 2012: $102,545Net Assets 2012: $102,5452012Assets 2013: $113,906Net Assets 2013: $113,9062013Assets 2014: $101,623Liabilities 2014: $02014Assets 2015: $87,823Net Assets 2015: $87,8232015Assets 2016: $72,738Net Assets 2016: $72,7382016Assets 2017: $72,187Net Assets 2017: $72,1872017Assets 2021: $106,251Liabilities 2021: $02021Assets 2023: $29,338Liabilities 2023: $0Net Assets 2023: $29,3382023Assets 2024: $44,671Liabilities 2024: $02024Assets 2025: $0Net Assets 2025: $20,5822025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$20,582
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $85,606Expenses 2011: $40,684Net Income 2011: $44,9222011Revenue 2012: $79,752Expenses 2012: $48,103Net Income 2012: $31,6492012Revenue 2013: $68,721Expenses 2013: $57,360Net Income 2013: $11,3612013Revenue 2014: $77,692Expenses 2014: $89,975Net Income 2014: -$12,2832014Revenue 2015: $69,686Expenses 2015: $83,486Net Income 2015: -$13,8002015Revenue 2016: $74,456Expenses 2016: $89,541Net Income 2016: -$15,0852016Revenue 2017: $95,831Expenses 2017: $96,382Net Income 2017: -$5512017Revenue 2021: $63,612Expenses 2021: $62,297Net Income 2021: $1,3152021Revenue 2023: $78,866Expenses 2023: $109,708Net Income 2023: -$30,8422023Revenue 2024: $97,436Expenses 2024: $82,103Net Income 2024: $15,3332024Revenue 2025: $100,848Expenses 2025: $80,266Net Income 2025: $20,5822025

Highlighted filing

2025

Revenue$100,848
Expenses$80,266
Net Income$20,582
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$20,582
Revenue
$100,848
Expenses
$80,266
Net income
$20,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.21$1.01$0.80$0.21
2024Summary only. Only limited summary data is available for this year.$0.45$0.00$0.97$0.82$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.79$1.10$0.31
2021Summary only. Only limited summary data is available for this year.$1.06$0.00$0.64$0.62$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.96$0.96$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.73$0.74$0.90$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.70$0.83$0.14
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.78$0.90$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.14$0.69$0.57$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.80$0.48$0.32
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.86$0.41$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.2
Gross Receipts
$100,848
Mission and Program Overview

Mission

To promote the practice of occupational therapy, impact health care, provide professional education and communication with the community.

To promote and enhance the use of occupational therapy, advance the standards of education, practice, etc

Program Services

DescriptionGrantsExpenses
The association had 493 members at yearend. Programs are conducted to promote and enhance the uses of occupational therapy, advance the standards of education, practice, etc.--
Conferences are held to provide continuing education and to enhance the uses of occupational therapy.--
Website and newsletters are for communication, education, and resources for members and the public.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charley CrossPresident-$0--
Clarice GroteVice-President-$0--
Allison BolinSecretary-$0--
Stacey CaplanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
North Carolina Occupational Therapy Association Inc
EIN
56-1170536
Phone
9197859700
Address
8311 Brier Creek Pkwy Ste 105 PMB 1, Raleigh, NC 27617

Signing Officer

Name
Stacey Caplan
Title
Treasurer
Signed
2025-12-08
Discuss with paid preparer
No

Preparer

Firm
US AmeriTax Inc
Address
PO Box 214, Pfafftown, NC 27040
Preparer
Donna Parsons
Phone
3367706800
Supplemental Narrative

Additional Explanations

Pt I, Line 8

“Ads Web Page - amount given 1,968.82”

Pt I, Line 8

“Refund postal box - 65.00”

Pt I, Line 8

“Student scholarship auction and DEI auction - Amount Given 1,468.00”

Pt I, Line 16

“Administrative Director 18,000”

Pt 1, Line 16

“Advertising and promotional 596.47”

Pt I, Line 16

“Bank and merchant fees $4,758.76”

Pt I, Line 16

“Computer and accounting software 1,162.88”

Pt I, Line 16

“Dues and subscriptions 6,150.27”

Pt I, Line 16

“Insurance 2,373.00”

Pt I, Line 16

“Conference expenses 16800.80”

Pt I, Line 16

“Office supplies 618.41”

Pt I, Line 16

“Miscellaneous 189.00”

Raw XML Appendix136 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Brittany Reynolds
IRS990EZ/BooksInCareOfDetail/PhoneNum09197859700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08311 Brier Creek Pkwy Ste 105 PMB 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Raleigh
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020582
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028711
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0100848
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033948
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020582
IRS990EZ/OccupancyRentUtltsAndMaintAmt0905
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charley Cross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Clarice Grote
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allison Bolin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacey Caplan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050650
IRS990EZ/OtherRevenueTotalAmt03462
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote and enhance the use of occupational therapy, advance the standards of education, practice, etc
IRS990EZ/ProgramServiceRevenueAmt063438
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The association had 493 members at yearend. Programs are conducted to promote and enhance the uses of occupational therapy, advance the standards of education, practice, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Conferences are held to provide continuing education and to enhance the uses of occupational therapy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Website and newsletters are for communication, education, and resources for members and the public.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080266
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0100848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ads Web Page - amount given 1,968.82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Refund postal box - 65.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student scholarship auction and DEI auction - Amount Given 1,468.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative Director 18,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and promotional 596.47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank and merchant fees $4,758.76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Computer and accounting software 1,162.88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues and subscriptions 6,150.27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 2,373.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Conference expenses 16800.80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office supplies 618.41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous 189.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt 1, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Caplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North Carolina Occupational Therapy Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0561170536
ReturnHeader/Filer/PhoneNum09197859700
ReturnHeader/Filer/USAddress/AddressLine1Txt08311 Brier Creek Pkwy Ste 105 PMB 1
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027617
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461289651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0US AmeriTax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pfafftown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027040
ReturnHeader/PreparerPersonGrp/PhoneNum03367706800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna Parsons
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-10T10:47:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits