Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Arizona Occupational Therapy Association
EIN 86-0211772 • 501(c)6 • Scottsdale, AZ
Profile
Occupational therapy training & educatio
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Balance Sheet
Assets
Down$38,929
Down $10,516 (-21%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Down$38,929
Down $10,516 (-21%) from 2024
Revenue
Down$44,779
Down $9,628 (-18%) from 2024
Expenses
Up$55,295
Up $1,021 (+1.9%) from 2024
Net Income
Down-$10,516
Down $10,649 (-8007%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,929
- Liabilities
- $0
- Net assets
- $38,929
- Revenue
- $44,779
- Expenses
- $55,295
- Net income
- -$10,516
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 12, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $44,779
Mission and Program Overview
Mission
Occupational therapy training & education
Occupational therapy training & educatio
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUNDS ARE USED TO PROMOTE OT INTERESTS TO AZ STATE LEGISLATURE. | - | $25,000 |
| OFFER CE AND TRAINING FOR OT PROFESSIONALS AND STUDENTS THROUGH CONFERENCES AND VIRTUAL EVENTS COVERING A VARIETY OF OT TOPICS. APPROXIMATELY 300 ATTENDEES THROUGHOUT THE YEAR. | - | $14,576 |
| PROVIDE RESEARCH GRANTS FOR PROFESSIONALS AND STUDENTS TO ADVANCE THE PRACTICE OF OCCUPATIONAL THERAPY. | $600 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALISON DE LA MONTAIGNE | President | PT | $0 | - | - |
| HOLLY JONES | Secretary | PT | $0 | - | - |
| CHAD SPEAR | Treasurer | PT | $0 | - | - |
| KHADIJAH JOHNSON | Vice-President | PT | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- Arizona Occupational Therapy Association
- EIN
- 86-0211772
- In Care Of
- % CHAD SPEAR
- Phone
- 6239370920
- Address
- 15657 N HAYDEN RD STE 1155, SCOTTSDALE, AZ 85260
Signing Officer
- Name
- Chad Spear
- Title
- Treasurer
- Phone
- 4806502449
- Signed
- 2025-11-12
- Discuss with paid preparer
- No
Preparer
- Firm
- Gibson Tax Service Inc
- Address
- 4662 N NC 16 Business Hwy, DENVER, NC 28037
- Preparer
- Benjamin G Gibson
- Phone
- 7044898864
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountAZ CORPORATION COMMISSION 10ACCOUNTANT FEE 445FALL CONFERENCE - FOOD 8,950FALL CONFERENCE - MARKETING 1,000FALL CONFERENCE - SPEAKER FEES 85FALL CONFERENCE - SUPPLIES 1,399FALL CONFERENCE - VENUE A/V 37FALL CONFERENCE - 50/50 RAFFLE 136INSURANCE 2,863MARKETING 932OFFICE EXPENSES - PHONE 161RECOGNITION / GIFTS / AWARDS 564RESEARCH GRANT 600SPRING CONFERENCE 192TREASURER - EXPENSES 48WEB - DOMAIN 131WEB - GENERAL 1,238WEB - JOTFORM 98FALL CONFERENCE - GENERAL 2,000PRESIDENT/BOARD CONFERENCE 777MISCELLANEOUS 95”
Raw XML Appendix120 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.
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| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 21761 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | OCCUPATIONAL THERAPY TRAINING & EDUCATIO |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 193 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 31892 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | OFFER CE AND TRAINING FOR OT PROFESSIONALS AND STUDENTS THROUGH CONFERENCES AND VIRTUAL EVENTS COVERING A VARIETY OF OT TOPICS. APPROXIMATELY 300 ATTENDEES THROUGHOUT THE YEAR. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PROVIDE RESEARCH GRANTS FOR PROFESSIONALS AND STUDENTS TO ADVANCE THE PRACTICE OF OCCUPATIONAL THERAPY. |
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| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39576 |
| IRS990EZ/TotalRevenueAmt | 0 | 44779 |
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| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
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| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | true |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | true |
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| ReturnHeader/Filer/EIN | 0 | 860211772 |
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| ReturnHeader/ReturnTs | 0 | 2025-11-17T17:07:34-05:00 |
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