Civic Intelligence

Oklahoma Occupational Therapy Association

990EZ • Fiscal year 2015 • EIN 73-0989173

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 26, 2015

Organization ProfileWWW.OKOTA.ORG
2913 S 26th StMuskogee, OK 74401

(918) 869-0975

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

66%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-7.4%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,776

Up $9,059 (+66%) from 2014

Net Assets

$22,776

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$38,991

Down $3,115 (-7.4%) from 2014

Expenses

Down

$29,879

Down $12,460 (-29%) from 2014

Net Income

Up

$9,112

Up $9,345 (+4011%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$80K$60K$40K$20K$0Assets 2012: $12,310Liabilities 2012: $02012Assets 2013: $14,967Liabilities 2013: $02013Assets 2014: $13,717Liabilities 2014: $02014Assets 2015: $22,776Net Assets 2015: $22,7762015Assets 2016: $23,123Net Assets 2016: $23,1232016Assets 2017: $15,984Net Assets 2017: $15,9842017Assets 2018: $18,186Net Assets 2018: $18,1862018Assets 2019: $33,617Liabilities 2019: $02019Assets 2020: $50,257Liabilities 2020: $02020Assets 2021: $23,470Net Assets 2021: $23,4702021Assets 2022: $14,652Net Assets 2022: $14,6522022Assets 2023: $36,428Liabilities 2023: $02023Assets 2024: $39,547Liabilities 2024: $02024Assets 2025: $69,986Liabilities 2025: $0Net Assets 2025: $69,9862025

Highlighted filing

2015

Assets$22,776
Liabilities-
Net Assets$22,776
Open 2015 Filing

Operations Trend

Revenue Growth31st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $35,510Expenses 2012: $46,127Net Income 2012: -$10,6172012Revenue 2013: $40,366Expenses 2013: $37,776Net Income 2013: $2,5902013Revenue 2014: $42,106Expenses 2014: $42,339Net Income 2014: -$2332014Revenue 2015: $38,991Expenses 2015: $29,879Net Income 2015: $9,1122015Revenue 2016: $42,091Expenses 2016: $37,096Net Income 2016: $4,9952016Revenue 2017: $36,616Expenses 2017: $42,048Net Income 2017: -$5,4322017Revenue 2018: $44,438Expenses 2018: $41,770Net Income 2018: $2,6682018Revenue 2019: $43,315Expenses 2019: $27,955Net Income 2019: $15,3602019Revenue 2020: $44,020Expenses 2020: $27,380Net Income 2020: $16,6402020Revenue 2021: $17,314Expenses 2021: $18,991Net Income 2021: -$1,6772021Revenue 2022: $33,649Expenses 2022: $42,467Net Income 2022: -$8,8182022Revenue 2023: $42,643Expenses 2023: $20,867Net Income 2023: $21,7762023Revenue 2024: $41,762Expenses 2024: $38,643Net Income 2024: $3,1192024Revenue 2025: $66,382Expenses 2025: $35,943Net Income 2025: $30,4392025

Highlighted filing

2015

Revenue$38,991
Expenses$29,879
Net Income$9,112
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 26, 2015
Return Version
2014v6.0
Gross Receipts
$38,991
Mission and Program Overview

Mission

To further the education and professionalism of occupational therapists in oklahoma.

Program Services

DescriptionGrantsExpenses
DURING THE 2014-2015 FISCAL YEAR, THE OKLAHOMA OCCUPATIONAL THERAPY ASSOCIATION HOSTED SEVERAL OCCUPATIONAL THERAPY CONFERENCES. THE ASSOCIATION ALSO PROVIDED SEVERAL OPPORTUNITIES FOR CONTINUING EDUCATION FOR MEMBERS OF THE PROFESSION. IN ADDITION, THE ASSOCIATION MAINTAINS A WEBSITE AND PUBLISHES A QUARTERLY NEWSLETTER IN ORDER TO DISSEMINATE INFORMATION AMONG THE MEMBERS. FINALLY, THE ASSOCIATION HELD A NUMBER OF SUCCESSFUL MEMBERSHIP DRIVES AT LOCAL COLLEGES AND UNIVERSITIES.$18,038-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ HYLTONPresident-$0--
AMBER SMITHSecretary-$0--
CHELSIE MCKEETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Occupational Therapy Assoc
EIN
73-0989173
Phone
9188690975
Address
2913 S 26TH ST, MUSKOGEE, OK 74401

Signing Officer

Name
Chelsie Mckee
Title
Treasurer
Signed
2015-12-26
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
Barbara C Cuite CPA
Phone
9184880809
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $16285”

Other Expenses.1012

“Insurance $704”

Other Expenses.1

“CONTRACT LABOR $7971”

Other Expenses.2

“MISCELLANEOUS $1814”

Other Expenses.3

“Membership committee expense $975”

Other Expenses.4

“NETWORKING $778”

Other Expenses.5

“SUPPLIES $772”

Other Expenses.6

“BANK CHARGES $123”

Raw XML Appendix114 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/PersonNm0CHELSIE MCKEE
IRS990EZ/BooksInCareOfDetail/PhoneNum09188690975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02913 S 26TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUSKOGEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013717
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022776
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09112
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0457
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013717
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022776
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038991
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05818
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022776
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZ HYLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHELSIE MCKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt0-53
IRS990EZ/OtherExpensesTotalAmt029422
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE EDUCATION AND PROFESSIONALISM OF OCCUPATIONAL THERAPISTS IN OKLAHOMA.
IRS990EZ/ProgramServiceRevenueAmt033166
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE 2014-2015 FISCAL YEAR, THE OKLAHOMA OCCUPATIONAL THERAPY ASSOCIATION HOSTED SEVERAL OCCUPATIONAL THERAPY CONFERENCES. THE ASSOCIATION ALSO PROVIDED SEVERAL OPPORTUNITIES FOR CONTINUING EDUCATION FOR MEMBERS OF THE PROFESSION. IN ADDITION, THE ASSOCIATION MAINTAINS A WEBSITE AND PUBLISHES A QUARTERLY NEWSLETTER IN ORDER TO DISSEMINATE INFORMATION AMONG THE MEMBERS. FINALLY, THE ASSOCIATION HELD A NUMBER OF SUCCESSFUL MEMBERSHIP DRIVES AT LOCAL COLLEGES AND UNIVERSITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018038
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029879
IRS990EZ/TotalProgramServiceExpensesAmt018038
IRS990EZ/TotalRevenueAmt038991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.OKOTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $16285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR $7971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $1814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP COMMITTEE EXPENSE $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NETWORKING $778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $123
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHELSIE MCKEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730989173
ReturnHeader/Filer/PhoneNum09188690975
ReturnHeader/Filer/USAddress/AddressLine1Txt02913 S 26TH ST
ReturnHeader/Filer/USAddress/CityNm0MUSKOGEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAUHON HALLEY & CUITE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA C CUITE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-22T06:13:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,776
Liabilities
-
Net assets
$22,776
Revenue
$38,991
Expenses
$29,879
Net income
$9,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.0$0.00$70.0$66.4$35.9$30.4
2024Summary only. Only limited summary data is available for this year.$39.5$0.00$41.8$38.6$3.12
2023Summary only. Only limited summary data is available for this year.$36.4$0.00$42.6$20.9$21.8
2022Detailed filing. Detailed filing data is available for this year.$14.7$14.7$33.6$42.5$8.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$23.5$17.3$19.0$1.68
2020Summary only. Only limited summary data is available for this year.$50.3$0.00$44.0$27.4$16.6
2019Summary only. Only limited summary data is available for this year.$33.6$0.00$43.3$28.0$15.4
2018Detailed filing. Detailed filing data is available for this year.$18.2$18.2$44.4$41.8$2.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$16.0$36.6$42.0$5.43
2016Detailed filing. Detailed filing data is available for this year.$23.1$23.1$42.1$37.1$5.00
2015Detailed filing. Detailed filing data is available for this year.$22.8$22.8$39.0$29.9$9.11
2014Summary only. Only limited summary data is available for this year.$13.7$0.00$42.1$42.3$0.23
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$40.4$37.8$2.59
2012Summary only. Only limited summary data is available for this year.$12.3$0.00$35.5$46.1$10.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits