Civic Intelligence

North Carolina Occupational Therapy Association Inc

990EZ • Fiscal year 2017 • EIN 56-1170536

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

PO Box 20432Raleigh, NC 27619-0432

(919) 785-9700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

41st percentile

-0.6%

Higher net margin than 41% 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

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

86th percentile

29%

Faster revenue growth than 86% of similar nonprofits.

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

Assets

Down

$72,187

Down $551 (-0.8%) from 2016

Net Assets

Down

$72,187

Down $551 (-0.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$95,831

Up $21,375 (+29%) from 2016

Expenses

Up

$96,382

Up $6,841 (+7.6%) from 2016

Net Income

Up

-$551

Up $14,534 (+96%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$72,187
Liabilities-
Net Assets$72,187

Operations Trend

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

2017

Revenue$95,831
Expenses$96,382
Net Income-$551
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$95,831
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION HAD 600 MEMBERS AT YEAR END. PROGRAMS ARE CONDUCTED TO PROMOTE AND ENHANCE THE USES OF OCCUPATIONAL THERAPY, ADVANCE THE STANDARDS OF EDUCATION, PRACTICE, ETHICS, AND SERVICE.--
CONFERENCES ARE HELD TO PROVIDE FOR CONTINUING EDUCATION AND TO ENHANCE THE USES OF OCCUPATIONAL THERAPY.--
WEBSITE AND NEWSLETTERS ARE FOR COMMUNICATION, EDUCATION AND RESOURCES FOR MEMBERS AND FOR THE PUBLIC.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH HATHAWAYPresident-$0--
CATHERINE CRAWFORDVice-Preside-$0--
ALISON SCULLEYTreasurer-$0--
MEREDITH GRONSKISecretary-$0--
AMY MAHLEMember At La-$0--
VIRGINIA WOLFESpecial Inte-$0--
KIMBERLY GODWINLegal/Politi-$0--
LISA PIERCEOta Liaison-$0--
HEIDE DORFMANNcbot Liaiso-$0--
KAREN KITCHENSMembership C-$0--
ROBBIN NEWTONMembership C-$0--
KATHERINE STEWARTCe Co-Chair-$0--
ANNA WALLSCe Co-Chair-$0--
LAUREN JONESSocial Media-$0--
MARCIE GARDNERAwards Chair-$0--
NANCY GREENBylaws Chair-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
North Carolina Occupational Therapy
EIN
56-1170536
Phone
9197859700
Address
PO BOX 20432, RALEIGH, NC 27619-0432

Signing Officer

Name
Alison Sculley
Title
Treasurer
Phone
9197859700
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
A T Allen & Company Llp Cpas
Address
2245 GATEWAY ACCESS PT STE 201, RALEIGH, NC 27607
Preparer
Ronald G Pittman
Phone
9197817550
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellanous income 65 total 65

Form 990-ez, Part I, Line 16

Advertising cost of goods sold 4,199 expenses advertising and promotion 826 office 74 information technology 269 conferences/meetings 34,161 insurance 2,165 bank service charges 3,698 webpage 3,470 telephone 1,155 lobbying contract and exp 24,504 miscellaneous expense 389 board expenses 10 awards 47 storage expense 340 clinical council day 206 total 75,513

Form 990-ez, Part II, Line 24

Prepaid fit 490 970 total 490 970

Form 990-ez, Part III

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

Raw XML Appendix162 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH HATHAWAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEREDITH GRONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY MAHLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VIRGINIA WOLFE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPECIAL INTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6LEGAL/POLITI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OTA LIAISON
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0true
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IRS990EZ/OtherExpensesTotalAmt075513
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE PRACTICE OF OCCUPATIONAL THERAPY, IMPACT HEALTH CARE, PROVIDE PROFESSIONAL EDUCATION AND COMMUNICATION WITH THE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt02742
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES ARE HELD TO PROVIDE FOR CONTINUING EDUCATION AND TO ENHANCE THE USES OF OCCUPATIONAL THERAPY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEBSITE AND NEWSLETTERS ARE FOR COMMUNICATION, EDUCATION AND RESOURCES FOR MEMBERS AND FOR THE PUBLIC.
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IRS990EZ/TotalRevenueAmt095831
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANOUS INCOME 65 TOTAL 65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING COST OF GOODS SOLD 4,199 EXPENSES ADVERTISING AND PROMOTION 826 OFFICE 74 INFORMATION TECHNOLOGY 269 CONFERENCES/MEETINGS 34,161 INSURANCE 2,165 BANK SERVICE CHARGES 3,698 WEBPAGE 3,470 TELEPHONE 1,155 LOBBYING CONTRACT AND EXP 24,504 MISCELLANEOUS EXPENSE 389 BOARD EXPENSES 10 AWARDS 47 STORAGE EXPENSE 340 CLINICAL COUNCIL DAY 206 TOTAL 75,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID FIT 490 970 TOTAL 490 970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE THE PRACTICE OF OCCUPATIONAL THERAPY, IMPACT HEALTH CARE, PROVIDE PROFESSIONAL EDUCATION AND COMMUNICATION WITH THE COMMUNITY.
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 III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON SCULLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09197859700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH CAROLINA OCCUPATIONAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0561170536
ReturnHeader/Filer/PhoneNum09197859700
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560119050
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09197817550
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD G PITTMAN
ReturnHeader/ReturnTs02017-11-15T12:32:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits