Civic Intelligence

National Association of Orthopaedic Technologists

EIN 62-1153413 • 501(c)6 • Geneva, IL

Profile

Dedicated to the continued educational development of orthopedic allied health care professionals who specialize in casting, splinting and bracing.

121 W State StreetGeneva, IL 60134

www.naot.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

65th percentile

8.2%

Higher net margin than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

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 2017

Asset Growth

25th percentile

-23%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Down

$39,572

Down $11,935 (-23%) from 2016

Liabilities

Down

$50

Down $36,932 (-100%) from 2016

Net Assets

Up

$39,522

Up $24,997 (+172%) from 2016

Revenue

Up

$303,018

Up $37,796 (+14%) from 2016

Expenses

Down

$278,021

Down $5,167 (-1.8%) from 2016

Net Income

Up

$24,997

Up $42,963 (+239%) from 2016

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $40,065Liabilities 2011: $31,845Net Assets 2011: $8,2202011Assets 2012: $61,621Liabilities 2012: $18,050Net Assets 2012: $43,5712012Assets 2013: $59,799Liabilities 2013: $21,175Net Assets 2013: $38,6242013Assets 2014: $32,531Liabilities 2014: $3,087Net Assets 2014: $29,4442014Assets 2015: $37,808Liabilities 2015: $6,555Net Assets 2015: $31,2532015Assets 2016: $51,507Liabilities 2016: $36,982Net Assets 2016: $14,5252016Assets 2017: $39,572Liabilities 2017: $50Net Assets 2017: $39,5222017

Highlighted filing

2017

Assets$39,572
Liabilities$50
Net Assets$39,522

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $238,833Expenses 2011: $272,647Net Income 2011: -$33,8142011Revenue 2012: $303,396Expenses 2012: $268,045Net Income 2012: $35,3512012Revenue 2013: $265,730Expenses 2013: $270,677Net Income 2013: -$4,9472013Revenue 2014: $272,347Expenses 2014: $281,527Net Income 2014: -$9,1802014Revenue 2015: $274,322Expenses 2015: $290,807Net Income 2015: -$16,4852015Revenue 2016: $265,222Expenses 2016: $283,188Net Income 2016: -$17,9662016Revenue 2017: $303,018Expenses 2017: $278,021Net Income 2017: $24,9972017

Highlighted filing

2017

Revenue$303,018
Expenses$278,021
Net Income$24,997

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$303,018
Mission and Program Overview

Mission

Dedicated to the continued educational development of orthopedic allied health care professionals who specialize in casting, splinting and bracing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,879$33,907▲ $8,028
Accounts Receivable$12,000$0▼ $12,000
Prepaid Expenses and Deferred Charges$13,628$5,665▼ $7,963
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$51,507$39,572▼ $11,935
Other Assets Total-$0-
Liabilities
Deferred Revenue$34,540--
Accounts Payable and Accrued Expenses$2,442--
Other Liabilities-$50-
Total Liabilities$36,982$50▼ $36,932
Net Assets / Fund Balance
Unrestricted Net Assets$14,525$39,522▲ $24,997
Total Net Assets Fund Balance$14,525$39,522▲ $24,997
Total Liabilities and Net Assets / Fund Balance$51,507$39,572▼ $11,935
Compensation and Service Providers

Board Members and Trustees

NameTitle
John PriestlyPresident
Anthony LungstrumVice President
Elizabeth SchumacherExecutive Director
Robyn MassethCommunications
Anthony LungstrumDelegate
Kathe BagnatoLiaison
William LatimerLiaison
Jason ThompsonSecretary
Bobbi CharlesworthState Delegate
Cliff BaileyState Delegate
Erick DukeState Delegate
Joe GriffinState Delegate
Kenneth PennState Delegate
Kristie WoolemsState Delegate
Lisa SisnerosState Delegate
Marisa VestState Delegate
Pett AllenState Delegate
WILHELMENIA D'ANTIGNACState Delegate
Kaici GulbrandsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$81,248
Program Service Revenue
$212,245
Investment Income
$0
Other Revenue
$9,525
All Other Contributions
$18,948
Change in Net Assets
$24,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,021
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$99,663
Travel---$32,911
All Other Expenses---$20,382
Office Expenses---$14,608
Other Expenses---$8,516
Information Technology---$3,983
Insurance---$2,893
Conferences and Meetings---$1,123
Fees for Services Accounting---$700
Total Functional Expenses$0$0$0$278,021
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$50
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

Management duties, including planning, budgeting, financial management, and supervision of exempt operations, has been outsourced to affinity strategies, llc.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The society has professional members

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Professional members elect the members of the society's governing body.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Changes to the society's constitution and bylaws are approved by the society's members.

Form 990, Part VI, Line 11B: Form 990 Review Process

Draft of the return was reviewed by the executive director and accounting manager at affinity strategies, llc before being finalized and filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents available upon request.

Filing and Contact Details

Filer

Filer Name
National Association of Orthopaedic
EIN
62-1153413
Phone
3126180992
Address
121 W STATE STREET, GENEVA, IL 60134

Signing Officer

Name
Elizabeth Schumacher
Title
Executive Director
Signed
2018-11-14

Organization Details

Formed
1982
Legal Domicile
Tn
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
DiGiovine Hnilo Jordan Johnson
Address
2560 Foxfield Rd 300, St Charles, IL 60174
Preparer
Margaret M Mcginnis
Phone
6303771106
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03983
IRS990/InsuranceGrp/TotalAmt02893
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TN
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt062300
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DEDICATED TO THE CONTINUED EDUCATIONAL DEVELOPMENT OF ORTHOPEDIC ALLIED HEALTH CARE PROFESSIONALS WHO SPECIALIZE IN CASTING, SPLINTING AND BRACING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014525
IRS990/NetAssetsOrFundBalancesEOYAmt039522
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt014608
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEALS AND ENT
IRS990/OtherExpensesGrp/Desc1AUDIO/VISUAL
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3SPACE RENTAL
IRS990/OtherExpensesGrp/TotalAmt067413
IRS990/OtherExpensesGrp/TotalAmt116155
IRS990/OtherExpensesGrp/TotalAmt29674
IRS990/OtherExpensesGrp/TotalAmt38516
IRS990/OtherLiabilitiesGrp/EOYAmt050
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING - WEBSITE
IRS990/OtherRevenueMiscGrp/Desc1SPORSORSHIP
IRS990/OtherRevenueMiscGrp/Desc2VIDEO SALES
IRS990/OtherRevenueMiscGrp/ExclusionAmt08550
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18550
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2375
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0600
IRS990/OtherRevenueTotalAmt09525
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PartialLiquidationInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05665
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/Desc0NAOT TEXTBOOKS
IRS990/ProgramServiceRevenueGrp/Desc1ORTHOTIC FITTER COURSE
IRS990/ProgramServiceRevenueGrp/Desc2REGIONAL WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc3SYMPOSIUM
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt289779
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3111615
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt289779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3111615
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION PRESENTS REGIONAL WORKSHOPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057569
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt089779
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION PRESENTS AN ORTHOTIC FITTER COURSE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06728
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09300
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt083005
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0283188
IRS990/PYOtherRevenueAmt01070
IRS990/PYProgramServiceRevenueAmt0181147
IRS990/PYRevenuesLessExpensesAmt0-17966
IRS990/PYTotalExpensesAmt0283188
IRS990/PYTotalRevenueAmt0265222
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024997
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0111615
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/TotalLiabilityAmt050
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DUTIES, INCLUDING PLANNING, BUDGETING, FINANCIAL MANAGEMENT, AND SUPERVISION OF EXEMPT OPERATIONS, HAS BEEN OUTSOURCED TO AFFINITY STRATEGIES, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOCIETY HAS PROFESSIONAL MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL MEMBERS ELECT THE MEMBERS OF THE SOCIETY'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO THE SOCIETY'S CONSTITUTION AND BYLAWS ARE APPROVED BY THE SOCIETY'S MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DRAFT OF THE RETURN WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND ACCOUNTING MANAGER AT AFFINITY STRATEGIES, LLC BEFORE BEING FINALIZED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AVAILABLE UPON REQUEST.

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