Civic Intelligence

South Carolina Occupational Therapy Association

990EZ • Fiscal year 2021 • EIN 58-6082076

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 29, 2022

Organization ProfileSCOTA.NET
5803 Cardiff StreetHanaha, SC 29410

(843) 478-3886

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-34%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$29,517

Down $15,074 (-34%) from 2020

Net Assets

Down

$29,517

Down $15,074 (-34%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $55,703 (-100%) from 2020

Expenses

Down

$15,074

Down $26,039 (-63%) from 2020

Net Income

Down

-$15,074

Down $29,664 (-203%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0Assets 2010: $42,921Liabilities 2010: $0Net Assets 2010: $42,9212010Assets 2011: $41,252Liabilities 2011: $0Net Assets 2011: $41,2522011Assets 2012: $44,334Liabilities 2012: $0Net Assets 2012: $44,3342012Assets 2013: $46,058Liabilities 2013: $0Net Assets 2013: $46,0582013Assets 2014: $43,758Liabilities 2014: $0Net Assets 2014: $43,7582014Assets 2015: $35,284Liabilities 2015: $0Net Assets 2015: $35,2842015Assets 2016: $44,653Liabilities 2016: $0Net Assets 2016: $44,6532016Assets 2017: $49,593Liabilities 2017: $0Net Assets 2017: $49,5932017Assets 2018: $54,035Liabilities 2018: $6,630Net Assets 2018: $47,4052018Assets 2019: $30,001Liabilities 2019: $0Net Assets 2019: $30,0012019Assets 2020: $44,591Liabilities 2020: $0Net Assets 2020: $44,5912020Assets 2021: $29,517Liabilities 2021: $0Net Assets 2021: $29,5172021Assets 2022: $3,647Liabilities 2022: $0Net Assets 2022: $3,6472022Assets 2023: $3,187Liabilities 2023: $02023Assets 2024: $3,139Liabilities 2024: $0Net Assets 2024: $3,1392024

Highlighted filing

2021

Assets$29,517
Liabilities$0
Net Assets$29,517
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $29,062Expenses 2010: $29,088Net Income 2010: -$262010Revenue 2011: $34,202Expenses 2011: $35,871Net Income 2011: -$1,6692011Revenue 2012: $33,572Expenses 2012: $30,490Net Income 2012: $3,0822012Revenue 2013: $33,975Expenses 2013: $32,251Net Income 2013: $1,7242013Revenue 2014: $33,840Expenses 2014: $36,140Net Income 2014: -$2,3002014Revenue 2015: $20,789Expenses 2015: $29,263Net Income 2015: -$8,4742015Revenue 2016: $41,894Expenses 2016: $32,525Net Income 2016: $9,3692016Revenue 2017: $42,790Expenses 2017: $37,850Net Income 2017: $4,9402017Revenue 2018: $45,156Expenses 2018: $47,344Net Income 2018: -$2,1882018Revenue 2019: $70,869Expenses 2019: $88,273Net Income 2019: -$17,4042019Revenue 2020: $55,703Expenses 2020: $41,113Net Income 2020: $14,5902020Revenue 2021: $0Expenses 2021: $15,074Net Income 2021: -$15,0742021Revenue 2022: $400Expenses 2022: $26,270Net Income 2022: -$25,8702022Revenue 2023: $0Expenses 2023: $460Net Income 2023: -$4602023Revenue 2024: $0Expenses 2024: $48Net Income 2024: -$482024

Highlighted filing

2021

Revenue$0
Expenses$15,074
Net Income-$15,074
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 29, 2022
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

Prof development occupational therapists

Professional development for occupational therapist

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCE PROVIDING CONTINUING EDUCATION FOR SCOTA PROFESSIONALS$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEAL ROBERTSPresident-$0--
MICHELLE HANNUNSecrretary-$0--
NANCY CARSONTreasurer-$0--
MELISSA TURPINV President-$0--
Filing and Contact Details

Filer

Filer Name
South Carolina Occupational Therapy
EIN
58-6082076
Phone
8434783886
Address
5803 CARDIFF STREET, HANAHA, SC 29410

Signing Officer

Name
Nancy Carson
Title
Treasurer
Phone
8434783886
Signed
2022-08-29
Discuss with paid preparer
Yes

Preparer

Firm
L Barton Carson Jr CPA
Address
PO BOX 62468, N CHARLESTON, SC 29419-2468
Preparer
L Barton Carson Jr CPA LLC
Phone
8434784021
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: annual conference. Amount: 15,074.”

Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANCY CARSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08437445379
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05803 CARDIFF STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HANAHAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044591
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029517
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15074
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044591
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029517
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044591
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029517
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044591
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029517
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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/PersonNm0RACHEAL ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE HANNUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA TURPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3V PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL DEVELOPMENT FOR OCCUPATIONAL THERAPIST
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCE PROVIDING CONTINUING EDUCATION FOR SCOTA PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015074
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/WebsiteAddressTxt0SCOTA.NET
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0167242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062346
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0229588
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042786
IRS990ScheduleA/Total509Grp/TotalAmt0229588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042786
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ANNUAL CONFERENCE. AMOUNT: 15,074.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY CARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08434783886
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH CAROLINA OCCUPATIONAL THERAPY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0586082076
ReturnHeader/Filer/PhoneNum08434783886
ReturnHeader/Filer/USAddress/AddressLine1Txt05803 CARDIFF STREET
ReturnHeader/Filer/USAddress/CityNm0HANAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200757038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L BARTON CARSON JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 62468
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0N CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294192468
ReturnHeader/PreparerPersonGrp/PhoneNum08434784021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0L BARTON CARSON JR CPA LLC
ReturnHeader/ReturnTs02022-09-08T13:14:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$29,517
Liabilities
$0
Net assets
$29,517
Revenue
$0
Expenses
$15,074
Net income
-$15,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.00$0.05$0.05
2023Summary only. Only limited summary data is available for this year.$3.19$0.00$0.00$0.46$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.40$26.3$25.9
2021Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$0.00$15.1$15.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.6$0.00$44.6$55.7$41.1$14.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$0.00$30.0$70.9$88.3$17.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.0$6.63$47.4$45.2$47.3$2.19
2017Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$42.8$37.9$4.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$0.00$44.7$41.9$32.5$9.37
2015Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$20.8$29.3$8.47
2014Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$33.8$36.1$2.30
2013Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$34.0$32.3$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.3$0.00$44.3$33.6$30.5$3.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$0.00$41.3$34.2$35.9$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.9$0.00$42.9$29.1$29.1$0.03