Civic Intelligence

Occupational Therapy Association of Colorado

EIN 84-0723925 • 501(c)6 • Boulder, CO

Profile

AOTA education

PO Box 18387Boulder, CO 80308-1387

supportotacco.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

34th percentile

-8.0%

Higher net margin than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-7.4%

Faster asset growth than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-1.9%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,245

Up $10,203 (+13%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$81,443

Up $13,822 (+20%) from 2022

Expenses

Up

$71,240

Up $22,112 (+45%) from 2022

Net Income

Down

$10,203

Down $8,290 (-45%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$100K$50K$0Assets 2011: $33,207Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $36,505Net Assets 2013: $38,0292013Assets 2014: $48,344Net Assets 2014: $48,3442014Assets 2015: $53,533Net Assets 2015: $53,5332015Assets 2016: $60,602Liabilities 2016: $102016Assets 2017: $63,065Liabilities 2017: $0Net Assets 2017: $63,0652017Assets 2018: $66,742Liabilities 2018: $0Net Assets 2018: $66,7422018Assets 2019: $57,266Liabilities 2019: $02019Assets 2020: $55,301Liabilities 2020: $02020Assets 2021: $57,547Net Assets 2021: $57,5472021Assets 2022: $76,042Net Assets 2022: $76,0422022Assets 2023: $86,245Liabilities 2023: $02023

Highlighted filing

2023

Assets$86,245
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $39,064Expenses 2011: $60,452Net Income 2011: -$21,3882011Revenue 2012: $108,659Expenses 2012: $106,820Net Income 2012: $1,8392012Revenue 2013: $45,642Expenses 2013: $42,659Net Income 2013: $2,9832013Revenue 2014: $43,830Expenses 2014: $33,495Net Income 2014: $10,3352014Revenue 2015: $50,080Expenses 2015: $44,891Net Income 2015: $5,1892015Revenue 2016: $70,345Expenses 2016: $63,286Net Income 2016: $7,0592016Revenue 2017: $63,284Expenses 2017: $60,811Net Income 2017: $2,4732017Revenue 2018: $69,611Expenses 2018: $65,934Net Income 2018: $3,6772018Revenue 2019: $56,000Expenses 2019: $65,476Net Income 2019: -$9,4762019Revenue 2020: $38,445Expenses 2020: $40,411Net Income 2020: -$1,9662020Revenue 2021: $34,277Expenses 2021: $32,032Net Income 2021: $2,2452021Revenue 2022: $67,621Expenses 2022: $49,128Net Income 2022: $18,4932022Revenue 2023: $81,443Expenses 2023: $71,240Net Income 2023: $10,2032023

Highlighted filing

2023

Revenue$81,443
Expenses$71,240
Net Income$10,203
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$86,245
Liabilities
$0
Net assets
-
Revenue
$81,443
Expenses
$71,240
Net income
$10,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.86$0.00$0.81$0.71$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.76$0.68$0.49$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.58$0.34$0.32$0.02
2020Summary only. Only limited summary data is available for this year.$0.55$0.00$0.38$0.40$0.02
2019Summary only. Only limited summary data is available for this year.$0.57$0.00$0.56$0.65$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.70$0.66$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.63$0.61$0.02
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.70$0.63$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.50$0.45$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.44$0.33$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.38$0.46$0.43$0.03
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$1.09$1.07$0.02
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.39$0.60$0.21
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 14, 2016
Return Version
2015v2.1
Gross Receipts
$50,143
Mission and Program Overview

Mission

AOTA EDUCATION

Program Services

DescriptionGrantsExpenses
The organization publishes a newsletter for its members to inform, educate and promote the occupational therapy field.--
The Association is a chapter of the American Occupational Therapy Association which provides educational seminars and classes in Colorado.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Krista CovellPres-$0--
Pam DiPasqualle-LehnerzV-Pres-$0--
Natalie HoppeSec-$0--
Lucy BosioTreas-$0--
Filing and Contact Details

Filer

Filer Name
Occupational Therapy Association of Colorado
EIN
84-0723925
Phone
3035466822
Address
PO BOX 18387, BOULDER, CO 80308-1387

Signing Officer

Name
Krista Covell
Title
Director
Signed
2016-04-14
Discuss with paid preparer
No

Preparer

Firm
Rocky Mountain Tax & Accounting Services Inc
Address
11854 Bradburn Blvd, Westminster, CO 80031
Preparer
Mary L Bennett
Phone
3034507605
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“SILENT AUCTION 1,559”

Form 990-EZ, Part I, Line 8, Other Revenue

“Conference registration 25,105”

Form 990-EZ, Part I, Line 8, Other Revenue

“CAREER CENTER 2,337”

Form 990-EZ, Part I, Line 8, Other Revenue

“LEGISLATIVE DONATION 100”

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

“Fundraising 104”

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

“Conferences, conventions, and meetings 21,282”

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

“Bank Fee 97”

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

“Administrative Managment 3,377”

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

“Credit Card fee Affinipay Square 1,453”

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

“Webmaster 529”

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

“Go to meeting 294”

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

“Legislative 43”

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

“Membership Expense 70”

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

“PO Box 98”

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

“Tax preperation 200”

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

“Scholarship 500”

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

“Recognition/Thank you 337”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jill Kelly
IRS990EZ/BooksInCareOfDetail/PhoneNum03039086322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06678 Lynx Cove
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Littleton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048344
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020857
IRS990EZ/CostOfGoodsSoldAmt063
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05189
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016507
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048344
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053533
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0111
IRS990EZ/GrossReceiptsAmt050143
IRS990EZ/GrossSalesOfInventoryAmt0174
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Krista Covell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pam DiPasqualle-Lehnerz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Natalie Hoppe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lucy Bosio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V-Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028384
IRS990EZ/OtherRevenueTotalAmt029101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AOTA education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization publishes a newsletter for its members to inform, educate and promote the occupational therapy field.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Association is a chapter of the American Occupational Therapy Association which provides educational seminars and classes in Colorado.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044891
IRS990EZ/TotalRevenueAmt050080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0SUPPORTOTACCO.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SILENT AUCTION 1,559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFERENCE REGISTRATION 25,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAREER CENTER 2,337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEGISLATIVE DONATION 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising 104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, conventions, and meetings 21,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fee 97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Administrative Managment 3,377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Credit Card fee Affinipay Square 1,453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Webmaster 529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Go to meeting 294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Legislative 43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Membership Expense 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PO Box 98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Tax preperation 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Scholarship 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Recognition/Thank you 337
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTA COVELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCCUPATIONAL THERAPY ASSOCIATION OF COLORADO
ReturnHeader/Filer/BusinessNameControlTxt0OCCU
ReturnHeader/Filer/EIN0840723925
ReturnHeader/Filer/PhoneNum03035466822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18387
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0803081387
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rocky Mountain Tax & Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011854 Bradburn Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westminster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080031
ReturnHeader/PreparerPersonGrp/PhoneNum03034507605
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary L Bennett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-14T01:39:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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