Civic Intelligence

Oklahoma Occupational Therapy Association

990EZ • Fiscal year 2016 • EIN 73-0989173

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 01, 2016

Organization ProfileWWW.OKOTA.ORG
221 Edgemere CTOklahoma City, OK 73118

(405) 623-4073

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

1.5%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

8.0%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,123

Up $347 (+1.5%) from 2015

Net Assets

Up

$23,123

Up $347 (+1.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$42,091

Up $3,100 (+8.0%) from 2015

Expenses

Up

$37,096

Up $7,217 (+24%) from 2015

Net Income

Down

$4,995

Down $4,117 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2016

Assets$23,123
Liabilities-
Net Assets$23,123
Open 2016 Filing

Operations Trend

Revenue Growth65th 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

2016

Revenue$42,091
Expenses$37,096
Net Income$4,995
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 1, 2016
Return Version
2015v2.0
Gross Receipts
$42,091
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
DURING THE 2015-2016 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.$17,305-
PROVIDED SCHOLARSHIPS TO COLLEGE STUDENTS IN THE OCCUPATIONAL THERAPY STUDIES.$3,716-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE PAYNTERTreasurer-$0--
LIZ HYLTONPresident-$0--
AMBER SMITHSecretary-$0--
SARAH VANALSTINEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Occupational Therapy Assoc
EIN
73-0989173
Phone
4056234073
Address
221 EDGEMERE CT, OKLAHOMA CITY, OK 73118

Signing Officer

Name
Nicole Paynter
Title
Treasurer
Signed
2016-01-01
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.1005

“Travel $345”

Other Expenses.1007

“Conferences, Conventions, and Meetings $15747”

Other Expenses.1012

“Insurance $1240”

Other Expenses.1

“CONTRACT LABOR $7864”

Other Expenses.2

“SCHOLARSHIP $3716”

Other Expenses.3

“MISCELLANEOUS $2335”

Other Expenses.4

“Continuing education $2262”

Other Expenses.5

“Membership committee expense $1219”

Other Expenses.6

“SUPPLIES $1134”

Other Expenses.7

“NETWORKING $339”

Other Expenses.8

“RECRUITMENT $135”

Other Expenses.9

“LICENSURE $118”

Other Expenses.10

“PUBLIC RELATIONS $106”

Raw XML Appendix131 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0NICOLE PAYNTER
IRS990EZ/BooksInCareOfDetail/PhoneNum04056234073
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0221 EDGEMERE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023123
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04995
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0536
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023123
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt042091
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0426
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE PAYNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ HYLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH VANALSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4648
IRS990EZ/OtherExpensesTotalAmt036560
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE EDUCATION AND PROFESSIONALISM OF OCCUPATIONAL THERAPISTS IN OKLAHOMA.
IRS990EZ/ProgramServiceRevenueAmt041659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE 2015-2016 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/DescriptionProgramSrvcAccomTxt1PROVIDED SCHOLARSHIPS TO COLLEGE STUDENTS IN THE OCCUPATIONAL THERAPY STUDIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017305
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13716
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037096
IRS990EZ/TotalProgramServiceExpensesAmt021021
IRS990EZ/TotalRevenueAmt042091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.OKOTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $15747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT LABOR $7864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP $3716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $2335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTINUING EDUCATION $2262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP COMMITTEE EXPENSE $1219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $1134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NETWORKING $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RECRUITMENT $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LICENSURE $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PUBLIC RELATIONS $106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE PAYNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730989173
ReturnHeader/Filer/PhoneNum04056234073
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 EDGEMERE CT
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073118
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/ReturnTs02016-11-03T09:22:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,123
Liabilities
-
Net assets
$23,123
Revenue
$42,091
Expenses
$37,096
Net income
$4,995
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. 2016 filings • 501(c)6 • <$500k nonprofits