Civic Intelligence

Oklahoma Occupational Therapy Association

990EZ • Fiscal year 2019 • EIN 73-0989173

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 20, 2019

Organization ProfileWWW.OKOTA.ORG
8807 Venezia LnEdmond, OK 73034

(405) 259-5575

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

93rd percentile

35%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

95th percentile

85%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-2.5%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$33,617

Flat from 2019

Net Assets

$33,617

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Flat

$43,315

Flat from 2019

Expenses

Flat

$27,955

Flat from 2019

Net Income

Flat

$15,360

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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: $33,617Net Assets 2019: $33,6172019Assets 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

2019

Assets$33,617
Liabilities-
Net Assets$33,617
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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 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

2019

Revenue$43,315
Expenses$27,955
Net Income$15,360
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 20, 2019
Return Version
2018v3.1
Gross Receipts
$43,315
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
DURING THE 2018-2019 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.$10,405-
PROVIDED SCHOLARSHIPS TO COLLEGE STUDENTS IN THE OCCUPATIONAL THERAPY STUDIES.--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK BEYERTreasurer-$0--
LAURA LABUSVice President-$0--
MEGAN WINKSecretary-$0--
SARAH VANALSTINEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Occupational Therapy Assoc
EIN
73-0989173
Phone
4052595575
Address
8807 VENEZIA LN, EDMOND, OK 73034

Signing Officer

Name
Sarah Vanalstine
Title
President
Signed
2019-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Jacey D Mcdaniel CPA
Phone
9184880809
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $10404”

Other Expenses.1012

“Insurance $1339”

Other Expenses.1

“CONTRACT LABOR $4652”

Other Expenses.2

“WEBSITE EXPENSES $3394”

Other Expenses.4

“Bank service charges $1464”

Other Expenses.5

“MISCELLANEOUS $1086”

Other Expenses.6

“RECRUITMENT $782”

Other Expenses.7

“RENT $517”

Other Expenses.8

“SUPPLIES $250”

Other Expenses.9

“BOARD EXPENSES $180”

Other Expenses.10

“DUES & SUBSCRIPTIONS $99”

Raw XML Appendix126 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/PersonNm0SARAH VAN ALSTINE
IRS990EZ/BooksInCareOfDetail/PhoneNum04052595575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08807 VENEZIA LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018186
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02212
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018186
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033617
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt043315
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043299
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018186
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033617
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018186
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033617
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/PersonNm0JACK BEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA LABUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN WINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH VANALSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt071
IRS990EZ/OtherExpensesTotalAmt024167
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE EDUCATION AND PROFESSIONALISM OF OCCUPATIONAL THERAPISTS IN OKLAHOMA.
IRS990EZ/PrintingPublicationsPostageAmt01576
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE 2018-2019 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/GrantsAndAllocationsAmt010405
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027955
IRS990EZ/TotalProgramServiceExpensesAmt010405
IRS990EZ/TotalRevenueAmt043315
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.OKOTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $10404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR $4652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE EXPENSES $3394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES $1464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECRUITMENT $782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RENT $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOARD EXPENSES $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DUES & SUBSCRIPTIONS $99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH VANALSTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA OCCUPATIONAL THERAPY ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730989173
ReturnHeader/Filer/PhoneNum04052595575
ReturnHeader/Filer/USAddress/AddressLine1Txt08807 VENEZIA LN
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474609457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Halley McDaniel & 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/PreparerPersonNm0JACEY D MCDANIEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-20T06:07:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,617
Liabilities
-
Net assets
$33,617
Revenue
$43,315
Expenses
$27,955
Net income
$15,360
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
2019Detailed filing. Detailed filing data is available for this year.$33.6$33.6$43.3$28.0$15.4
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