Civic Intelligence

Oklahoma Occupational Therapy Assoc

EIN 73-0989173 • 501(c)6 • Edmond, OK

Profile

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

8807 Venezia LnEdmond, OK 73034

www.okota.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

46%

Higher net margin than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

95th percentile

77%

Faster asset growth than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

59%

Faster revenue growth than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$69,986

Up $30,439 (+77%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$69,986

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue50th percentileNet Margin94th percentile

Revenue

Up

$66,382

Up $24,620 (+59%) from 2024

Expenses

Down

$35,943

Down $2,700 (-7.0%) from 2024

Net Income

Up

$30,439

Up $27,320 (+876%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2025

Assets$69,986
Liabilities$0
Net Assets$69,986
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$66,382
Expenses$35,943
Net Income$30,439
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,986
Liabilities
$0
Net assets
$69,986
Revenue
$66,382
Expenses
$35,943
Net income
$30,439
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$66,382
Mission and Program Overview

Mission

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

To further educational & professionalism

Program Services

DescriptionGrantsExpenses
HOSTING ANNUAL CONFERENCE TO FURTHER EDUCATE INDIVIDUALS INVOLVED IN THE PROFESSION-$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA HATFIELDPresidentPT$0--
MIKKI MAYFIELDVice PresidentPT$0--
TAYLOR DUPREETreasurer-$0--
PEYTON HOOPERSecretary-$0--
DOUGLAS BALLOta Representative-$0--
JAYNE CAMPANINIDirector-$0--
LINDA COOPERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Occupational Therapy Association
EIN
73-0989173
In Care Of
% GINA HATFIELD
Phone
4052595575
Address
8807 VENEZIA LN, EDMOND, OK 73034

Signing Officer

Name
Gina Hatfield
Title
President
Phone
4052595575
Signed
2025-11-12
Discuss with paid preparer
No

Preparer

Firm
Steven M Ellis LLC
Address
110 S Main, Frederick, OK 73542
Preparer
Steven M Ellis
Phone
5803353520
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK FEES 282BOARD EXPENSES 1,658DUES & SUBSCRIPTIONS 350EVENT EXPENSE 13,326INSURANCE 1,739WEBSITE EXPENSE 2,553”

Raw XML Appendix130 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/PersonNm0TAYLOR DUPREE
IRS990EZ/BooksInCareOfDetail/PhoneNum04092595575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2602
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039547
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069986
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053253
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030439
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09316
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039547
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069986
IRS990EZ/GrossReceiptsAmt066382
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013129
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039547
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039547
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069986
IRS990EZ/OccupancyRentUtltsAndMaintAmt01811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINA HATFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKKI MAYFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAYLOR DUPREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEYTON HOOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DOUGLAS BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAYNE CAMPANINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OTA REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019908
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER EDUCATIONAL & PROFESSIONALISM
IRS990EZ/PrintingPublicationsPostageAmt04908
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSTING ANNUAL CONFERENCE TO FURTHER EDUCATE INDIVIDUALS INVOLVED IN THE PROFESSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035943
IRS990EZ/TotalRevenueAmt066382
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK FEES 282BOARD EXPENSES 1,658DUES & SUBSCRIPTIONS 350EVENT EXPENSE 13,326INSURANCE 1,739WEBSITE EXPENSE 2,553
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA HATFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052595575
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA OCCUPATIONAL THERAPY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730989173
ReturnHeader/Filer/InCareOfNm0% GINA HATFIELD
ReturnHeader/Filer/PhoneNum04052595575
ReturnHeader/Filer/USAddress/AddressLine1Txt08807 VENEZIA LN
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811123529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven M Ellis LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frederick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073542
ReturnHeader/PreparerPersonGrp/PhoneNum05803353520
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M ELLIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T12:33:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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