Civic Intelligence

Occupational Therapy Association of Colorado

990EZ • Fiscal year 2019 • EIN 84-0723925

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

13 Skyline DriveWheat Ridge, CO 80215-6632

(303) 589-5181

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$57,266

Flat from 2019

Net Assets

$57,266

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Flat

$56,000

Flat from 2019

Expenses

Flat

$65,476

Flat from 2019

Net Income

Flat

-$9,476

Flat from 2019

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2019: $57,2662019Assets 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

2019

Assets$57,266
Liabilities$0
Net Assets$57,266

Operations Trend

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 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

2019

Revenue$56,000
Expenses$65,476
Net Income-$9,476
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Gross Receipts
$56,801
Mission and Program Overview

Mission

AOTA EDUCATION

Promotion and education of occupational therapists in colorado

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION USES ITS WEBSITE TO INFORM, EDUCATE AND PROMOTE OCCUPATIONAL THERAPY IN COLORADO.$0$0
THE ASSOCIATION PROVIDES EDUCATIONAL WORKSHOPS IN COLORADO.$0$0
THE ASSOCIATION ADVOCATES FOR THE OCCUPATIONAL THERAPY PROFESSION IN COLORADO.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM DIPASQUALE-LEHNERZPresident-$0--
AMY SOLOMONVice President-$0--
RAVI HUNJANSecretary-$0--
LUCY BOSIOTreasurer-$0--
AMBER SANDMember Services Chair-$0--
CARMEN AGUIRREProfessional Development & Educatio-$0--
DENNIS NUDINGOccupational Therapy Assistant-$0--
BAILEY LEBOEUFPublic Policy-$0--
DANIELLE WILSONStudent Representative-$0--
SARAH GERKENStudent Representative-$0--
KRISTINA IHRIGStudent Representative-$0--
MEGHAN WEBERStudent Representative-$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
3035895181
Address
13 SKYLINE DRIVE, WHEAT RIDGE, CO 80215-6632

Signing Officer

Name
Lucy Bosio
Title
Treasurer
Phone
3035895181
Signed
2020-04-30
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: 35.

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

Income: gross receipts: 1,162. Returns and allowances: 0. Less cost of goods sold: 801. Gross profit: 361. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 801. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 801.

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

Description: other income . Amount: 10.

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

Description: conference, conventions and meeting . Amount: 28,657. Description: governance . Amount: 1,211. Description: bank & merchant fees . Amount: 2,039. Description: office expense . Amount: 410. Description: website . Amount: 3,290. Description: miscellaneous . Amount: 564. Description: professional development . Amount: 280. Total to form 990-ez, line 16: 36,451.

Raw XML Appendix184 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/PhoneNum03035895181
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHEAT RIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM DIPASQUALE-LEHNERZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY SOLOMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAVI HUNJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUCY BOSIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER SAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARMEN AGUIRRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENNIS NUDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BAILEY LEBOEUF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIELLE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SARAH GERKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KRISTINA IHRIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MEGHAN WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER SERVICES CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PROFESSIONAL DEVELOPMENT & EDUCATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6OCCUPATIONAL THERAPY ASSISTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PUBLIC POLICY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8STUDENT REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STUDENT REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10STUDENT REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11STUDENT REPRESENTATIVE
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036451
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION AND EDUCATION OF OCCUPATIONAL THERAPISTS IN COLORADO
IRS990EZ/ProgramServiceRevenueAmt035477
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION USES ITS WEBSITE TO INFORM, EDUCATE AND PROMOTE OCCUPATIONAL THERAPY IN COLORADO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION PROVIDES EDUCATIONAL WORKSHOPS IN COLORADO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ASSOCIATION ADVOCATES FOR THE OCCUPATIONAL THERAPY PROFESSION IN COLORADO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt065476
IRS990EZ/TotalRevenueAmt056000
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OTACCO.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME . AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 1,162. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 801. GROSS PROFIT: 361. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 801. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER INCOME . AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONFERENCE, CONVENTIONS AND MEETING . AMOUNT: 28,657. DESCRIPTION: GOVERNANCE . AMOUNT: 1,211. DESCRIPTION: BANK & MERCHANT FEES . AMOUNT: 2,039. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 410. DESCRIPTION: WEBSITE . AMOUNT: 3,290. DESCRIPTION: MISCELLANEOUS . AMOUNT: 564. DESCRIPTION: PROFESSIONAL DEVELOPMENT . AMOUNT: 280. TOTAL TO FORM 990-EZ, LINE 16: 36,451.
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 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/FilingSecurityInformation/IPDt02020-04-30
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ReturnHeader/FilingSecurityInformation/IPTm010:15:22
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/PreparationDt02020-04-24
ReturnHeader/ReturnTs02020-04-30T11:15:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.56$0.65$0.09
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