Civic Intelligence

Occupational Therapy Association of Colorado

990EZ • Fiscal year 2017 • EIN 84-0723925

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization ProfileWWW.OTACCO.ORG
C/O Civica PO Box 3406Englewood, CO 80155

(720) 457-1057

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-10%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$63,065

Up $2,463 (+4.1%) from 2016

Net Assets

$63,065

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $10 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin54th percentile

Revenue

Down

$63,284

Down $7,061 (-10%) from 2016

Expenses

Down

$60,811

Down $2,475 (-3.9%) from 2016

Net Income

Down

$2,473

Down $4,586 (-65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$63,065
Liabilities$0
Net Assets$63,065
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$63,284
Expenses$60,811
Net Income$2,473
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$64,906
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.$0$0
THE ASSOCIATION IS A CHAPTER OF THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION WHICH PROVIDES EDUCATIONAL SEMINARS AND CLASSES IN COLORADO.$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM DIPASQUALE-LEHNERZPresident-$0--
NATASHA SMETVice President-$0--
RAVI HUNJANSecretary-$0--
LUCY BOSIOTreasurer-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Occupational Therapy Association of
EIN
84-0723925
Phone
7204571057
Address
C/O CIVICA PO BOX 3406, ENGLEWOOD, CO 80155

Signing Officer

Name
Lucy Bosio
Title
Treasurer
Phone
7204571057
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Mcnurlin Hitchcock & Associates Pc
Address
1987 WADSWORTH BLVD SUITE A, LAKEWOOD, CO 80214
Phone
3039885648
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 20.”

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 2,321. Returns and allowances: 0. Less cost of goods sold: 1,622. Gross profit: 699. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 1,622. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 1,622.”

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

“Description: conferences, conventions, and meetings. Amount: 25,070. Description: governance. Amount: 547. Description: bank & merchant fees. Amount: 1,107. Description: dues & subscriptions. Amount: 441. Description: office supplies. Amount: 160. Description: website. Amount: 2,984. Description: miscellaneous. Amount: 8. Description: fundraising. Amount: 387. Description: professional development. Amount: 192. Total to form 990-ez, line 16: 30,896.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: other liabilities. Beg. Of year amount: 10. End of year amount: 0.”

Raw XML Appendix133 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CIVICA MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum07202720961
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02851 S PARKER RD 1210
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AURORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060602
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0304
IRS990EZ/CostOfGoodsSoldAmt01622
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02473
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028874
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060602
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063065
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0699
IRS990EZ/GrossReceiptsAmt064906
IRS990EZ/GrossSalesOfInventoryAmt02321
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt018450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060592
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063065
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060592
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063065
IRS990EZ/OccupancyRentUtltsAndMaintAmt0780
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM DIPASQUALE-LEHNERZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATASHA SMET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAVI HUNJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUCY BOSIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030896
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0AOTA EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0261
IRS990EZ/ProgramServiceRevenueAmt043811
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt060811
IRS990EZ/TotalRevenueAmt063284
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OTACCO.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 2,321. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,622. GROSS PROFIT: 699. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 1,622. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 25,070. DESCRIPTION: GOVERNANCE. AMOUNT: 547. DESCRIPTION: BANK & MERCHANT FEES. AMOUNT: 1,107. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 441. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 160. DESCRIPTION: WEBSITE. AMOUNT: 2,984. DESCRIPTION: MISCELLANEOUS. AMOUNT: 8. DESCRIPTION: FUNDRAISING. AMOUNT: 387. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 192. TOTAL TO FORM 990-EZ, LINE 16: 30,896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 10. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCY BOSIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07204571057
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCCUPATIONAL THERAPY ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLORADO
ReturnHeader/Filer/BusinessNameControlTxt0OCCU
ReturnHeader/Filer/EIN0840723925
ReturnHeader/Filer/PhoneNum07204571057
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CIVICA PO BOX 3406
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080155
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCCCACF59ADDE03A0813F77160F447740C514212
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08DC5A6CF4BB29BE95278C69102850BBD1E68DAD8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.66.69.25
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm015:29:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNURLIN HITCHCOCK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01987 WADSWORTH BLVD SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080214
ReturnHeader/PreparerPersonGrp/PhoneNum03039885648
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/ReturnTs02018-11-05T16:36:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,065
Liabilities
$0
Net assets
$63,065
Revenue
$63,284
Expenses
$60,811
Net income
$2,473
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
2017Detailed filing. Detailed filing data is available for this year.$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