Arizona Occupational Therapy Association Inc

990EZ • Fiscal year 2014 • EIN 86-0211772

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 07, 2014

Organization Profile WWW.ARIZOTA.ORG

Pobox 5214Scottsdale, AZ 85385

(480) 650-2449

Siviq Scores

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

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

-23%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

$6,800

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

-32%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

-18%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets47th percentile

Assets

Down

$32,303

Down $15,131 (-32%) from 2013

Net Assets

Down

$32,303

Down $15,131 (-32%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin10th percentile

Revenue

Down

$65,312

Down $14,155 (-18%) from 2013

Expenses

Down

$80,443

Down $10,352 (-11%) from 2013

Net Income

Down

-$15,131

Down $3,803 (-34%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2014

Assets$32,303

Liabilities$0

Net Assets$32,303

Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$65,312

Expenses$80,443

Net Income-$15,131

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Aug 7, 2014
Return Version: 2013v3.0
Gross Receipts: $65,312

Mission and Program Overview

Mission

Occupational therapy training & education

Program Services

Description	Grants	Expenses
EDUCATION	$56,345	$38,429

Compensation and Service Providers

Top Officer Pay71st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MEAGAN ORBAN	Secretary	PT	$6,800	-	$6,800
JODI LINDSTROM	President	PT	$0	-	-
BENJAMIN GROSS	Treasurer	PT	$0	-	-
SARAH SHARP	Vice-President	PT	$0	-	-

Political and Lobbying Activity

Reported Spending and Taxes

Line Item	Amount
Political Expenditures	$25,000

Filing and Contact Details

Filer

EIN: 86-0211772
Phone: 4806502449

Signing Officer

Name: Benjamin Gross
Title: Treasurer
Phone: 4806502449
Signed: 2014-08-07
Discuss with paid preparer: Yes

Preparer

Preparer: Dianna Morrow CPA
Phone: 6233631626

Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 50.”

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

“Description: annual conferences & retreats. Amount: 38,429. Description: administrative expenditures. Amount: 149. Description: committees & membership expenses. Amount: 866. Description: website. Amount: 1,083. Description: phone & postage. Amount: 1,075. Description: bank & credit card fees. Amount: 662. Description: districts expense. Amount: 45. Description: miscellaneous. Amount: 272. Total to form 990-ez, line 16: 42,581.”

Raw XML Appendix118 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	BENJAMIN GROSS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4806502449
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	PO BOX 5214
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	PEORIA
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	85385
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	47434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	32303
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	25000
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-15131
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	25547
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	47434
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	32303
IRS990EZ/GrossReceiptsAmt	0	65312
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	50
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	8917
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	47434
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	32303
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	47434
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	32303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	6800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JODI LINDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MEAGAN ORBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	BENJAMIN GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	SARAH SHARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE-PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	42581
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	OCCUPATIONAL THERAPY TRAINING & EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt	0	5515
IRS990EZ/ProgramServiceRevenueAmt	0	56345
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	56345
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	38429
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	6800
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	AZ
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TotalExpensesAmt	0	80443
IRS990EZ/TotalProgramServiceExpensesAmt	0	38429
IRS990EZ/TotalRevenueAmt	0	65312
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.ARIZOTA.ORG
IRS990ScheduleC/PoliticalExpendituresAmt	0	25000
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt	0	LOBBY ACTIVITIES TO INFLUENCE LAWS AND PUBLIC FOR OCCUPATIONAL THERAPY ARIZONA OCCUPATIONAL THERAPY ASSOCIATION PAYS ONE ATTORNEY FEES FOR UPDATES REGARDING HEALTHCARE CHANGES AND CURRENT ACTIVITIES. THE PROPER INFORMATIONAL 1099 RETURNS ARE FILED EACH YEAR.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART I-A, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST INCOME. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: ANNUAL CONFERENCES & RETREATS. AMOUNT: 38,429. DESCRIPTION: ADMINISTRATIVE EXPENDITURES. AMOUNT: 149. DESCRIPTION: COMMITTEES & MEMBERSHIP EXPENSES. AMOUNT: 866. DESCRIPTION: WEBSITE. AMOUNT: 1,083. DESCRIPTION: PHONE & POSTAGE. AMOUNT: 1,075. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 662. DESCRIPTION: DISTRICTS EXPENSE. AMOUNT: 45. DESCRIPTION: MISCELLANEOUS. AMOUNT: 272. TOTAL TO FORM 990-EZ, LINE 16: 42,581.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BENJAMIN GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4806502449
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	ARIZONA OCCUPATIONAL THERAPY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ARIZ
ReturnHeader/Filer/EIN	0	860211772
ReturnHeader/Filer/PhoneNum	0	4806502449
ReturnHeader/Filer/USAddress/AddressLine1	0	POBOX 5214
ReturnHeader/Filer/USAddress/City	0	PEORIA
ReturnHeader/Filer/USAddress/State	0	AZ
ReturnHeader/Filer/USAddress/ZIPCode	0	85385
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	463174840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	DIANNA K MORROW CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 5444
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	GOODYEAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	85338
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6233631626
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DIANNA MORROW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-08-26T22:46:25-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $32,303
Liabilities: $0
Net assets: $32,303
Revenue: $65,312
Expenses: $80,443
Net income: -$15,131

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$38.9	$0.00	$38.9	$44.8	$55.3	$10.5
2024Detailed filing. Detailed filing data is available for this year.	$49.4	$0.00	$49.4	$54.4	$54.3	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$49.3	$0.00	$49.3	$49.0	$64.1	$15.1
2022Detailed filing. Detailed filing data is available for this year.	$64.5	$0.00	$64.5	$67.8	$57.6	$10.2
2021Detailed filing. Detailed filing data is available for this year.	$54.3	$0.00	$54.3	$35.4	$48.9	$13.5
2020Detailed filing. Detailed filing data is available for this year.	$67.8	$0.00	$67.8	$57.6	$66.6	$9.05
2019Detailed filing. Detailed filing data is available for this year.	$76.8	$0.00	$76.8	$68.3	$64.8	$3.46
2018Detailed filing. Detailed filing data is available for this year.	$73.3	$0.00	$73.3	$70.5	$62.7	$7.83
2017Detailed filing. Detailed filing data is available for this year.	$65.5	$0.00	$65.5	$84.3	$57.1	$27.2
2016Detailed filing. Detailed filing data is available for this year.	$38.3	$0.00	$38.3	$57.7	$37.5	$20.2
2015Detailed filing. Detailed filing data is available for this year.	$18.1	$0.00	$18.1	$57.5	$71.7	$14.2
2014Detailed filing. Detailed filing data is available for this year.	$32.3	$0.00	$32.3	$65.3	$80.4	$15.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$47.4	$0.00	$47.4	$79.5	$90.8	$11.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$58.8	$0.00	$58.8	$74.5	$77.0	$2.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$61.3	$0.00	$61.3	$64.6	$68.9	$4.32