Civic Intelligence

Oklahoma Occupational Therapy Association

990EZ • Fiscal year 2021 • EIN 73-0989173

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 14, 2023

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

24th percentile

-9.7%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

4th percentile

-53%

Faster asset growth than 4% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,470

Down $26,787 (-53%) from 2020

Net Assets

$23,470

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$17,314

Down $26,706 (-61%) from 2020

Expenses

Down

$18,991

Down $8,389 (-31%) from 2020

Net Income

Down

-$1,677

Down $18,317 (-110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$23,470
Liabilities-
Net Assets$23,470
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$17,314
Expenses$18,991
Net Income-$1,677
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 14, 2023
Return Version
2020v4.2
Gross Receipts
$17,314
Mission and Program Overview

Mission

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

To further the education professionalism of occupational therapists in ok

Program Services

DescriptionGrantsExpenses
TO FURTHER THE EDUCATION PROFESSIONALISM OF OCCUPATIONAL THERAPISTS IN OK--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH VANALSTINEPresidentPT$0--
MEGAN BURKDOLLSecretary-$0--
LINDA COOPERTreasurer-$0--
AMBER SMITHOta Representative-$0--
MARLENE SNOWDirector-$0--
SUSAN TUCKERDirector-$0--
KELSEY LADENBURGERStudent Representative-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Sarah Vanalstine
Title
President
Phone
4052595575
Signed
2023-07-14
Discuss with paid preparer
No

Preparer

Firm
Southwest Tax & Bookkeeping Inc
Address
812 E BROADWAY ST, ALTUS, OK 73521
Preparer
Justin M Ducharme
Phone
5804821592
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 99”

Form 990-EZ, Part I, Line 16, Other Expenses

“CREDIT CARD FEES 945”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEBSITE FEE 2,009”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEE 34”

Form 990-EZ, Part I, Line 16, Other Expenses

“BOARD EXPENSES 253”

Raw XML Appendix119 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 VANALSTINE
IRS990EZ/BooksInCareOfDetail/PhoneNum04052595575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08807 VENEZIA LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025147
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011789
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1677
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013200
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025147
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023470
IRS990EZ/GrossReceiptsAmt017314
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05521
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023470
IRS990EZ/OccupancyRentUtltsAndMaintAmt02071
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH VANALSTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN BURKDOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARLENE SNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELSEY LADENBURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OTA REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STUDENT REPRESENTATIVE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE EDUCATION PROFESSIONALISM OF OCCUPATIONAL THERAPISTS IN OK
IRS990EZ/PrintingPublicationsPostageAmt0380
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FURTHER THE EDUCATION PROFESSIONALISM OF OCCUPATIONAL THERAPISTS IN OK
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018991
IRS990EZ/TotalRevenueAmt017314
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OKOTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD FEES 945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE FEE 2,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEE 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD EXPENSES 253
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH VANALSTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052595575
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA OCCUPATIONAL THERAPY ASSOCIATION
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/PreparerFirmName/BusinessNameLine1Txt0SOUTHWEST TAX & BOOKKEEPING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0812 E BROADWAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073521
ReturnHeader/PreparerPersonGrp/PhoneNum05804821592
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN M DUCHARME
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-14T12:44:47-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANALSTINE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,470
Liabilities
-
Net assets
$23,470
Revenue
$17,314
Expenses
$18,991
Net income
-$1,677
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
2021Detailed filing. Detailed filing data is available for this year.$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