Civic Intelligence

Occupational Therapy Association of Colorado

990EZ • Fiscal year 2018 • EIN 84-0723925

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 11, 2019

Organization ProfileWWW.OTACCO.ORG
13 Skyline DriveWheat Ridge, CO 80215-6632

(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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

10.0%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$66,742

Up $3,677 (+5.8%) from 2017

Net Assets

Up

$66,742

Up $3,677 (+5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin57th percentile

Revenue

Up

$69,611

Up $6,327 (+10.0%) from 2017

Expenses

Up

$65,934

Up $5,123 (+8.4%) from 2017

Net Income

Up

$3,677

Up $1,204 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2018

Assets$66,742
Liabilities$0
Net Assets$66,742
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$69,611
Expenses$65,934
Net Income$3,677
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 11, 2019
Return Version
2018v3.1
Gross Receipts
$70,823
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
13 SKYLINE DRIVE, WHEAT RIDGE, CO 80215-6632

Signing Officer

Name
Lucy Bosio
Title
Treasurer
Phone
7204571057
Signed
2019-03-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: investment income . Amount: 27.”

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

“Income: gross receipts: 1,742. Returns and allowances: 0. Less cost of goods sold: 1,212. Gross profit: 530. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 1,212. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 1,212.”

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

“Description: conference, conventions and meeting . Amount: 25,712. Description: governance . Amount: 1,590. Description: bank & merchant fees . Amount: 1,211. Description: dues & subscriptions . Amount: 498. Description: office expense . Amount: 223. Description: website . Amount: 3,181. Description: miscellaneous . Amount: 310. Description: professional development . Amount: 445. Total to form 990-ez, line 16: 33,170.”

Raw XML Appendix131 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/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07204571057
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013 SKYLINE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHEAT RIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0802156632
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0525
IRS990EZ/CostOfGoodsSoldAmt01212
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03677
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031876
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063065
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066742
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0530
IRS990EZ/GrossReceiptsAmt070823
IRS990EZ/GrossSalesOfInventoryAmt01742
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt022220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066742
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/OtherExpensesTotalAmt033170
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0AOTA EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramServiceRevenueAmt046309
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/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt065934
IRS990EZ/TotalRevenueAmt069611
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OTACCO.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME . AMOUNT: 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 1,742. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,212. GROSS PROFIT: 530. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 1,212. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCE, CONVENTIONS AND MEETING . AMOUNT: 25,712. DESCRIPTION: GOVERNANCE . AMOUNT: 1,590. DESCRIPTION: BANK & MERCHANT FEES . AMOUNT: 1,211. DESCRIPTION: DUES & SUBSCRIPTIONS . AMOUNT: 498. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 223. DESCRIPTION: WEBSITE . AMOUNT: 3,181. DESCRIPTION: MISCELLANEOUS . AMOUNT: 310. DESCRIPTION: PROFESSIONAL DEVELOPMENT . AMOUNT: 445. TOTAL TO FORM 990-EZ, LINE 16: 33,170.
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
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/SignatureDt02019-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCCUPATIONAL THERAPY ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLORADO
ReturnHeader/Filer/BusinessNameControlTxt0OCCU
ReturnHeader/Filer/EIN0840723925
ReturnHeader/Filer/PhoneNum07204571057
ReturnHeader/Filer/USAddress/AddressLine1Txt013 SKYLINE DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0802156632
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A33286B6458F32C7BEB6044B868D153AB07086A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BCCCACF59ADDE03A0813F77160F447740C514212
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.66.69.25
ReturnHeader/FilingSecurityInformation/IPDt02019-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm010:13:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841233353
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/PreparationDt02019-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY J HITCHCOCK CPA
ReturnHeader/ReturnTs02019-03-12T09:26:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,742
Liabilities
$0
Net assets
$66,742
Revenue
$69,611
Expenses
$65,934
Net income
$3,677
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
2018Detailed filing. Detailed filing data is available for this year.$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