Civic Intelligence

Arizona Occupational Therapy Association Inc

990EZ • Fiscal year 2018 • EIN 86-0211772

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

Organization ProfileWWW.ARIZOTA.ORG
Pobox 11803Glendale, AZ 85318

(480) 650-2449

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

70th percentile

11%

Higher net margin than 70% 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

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$73,346

Up $7,825 (+12%) from 2017

Net Assets

Up

$73,346

Up $7,825 (+12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin70th percentile

Revenue

Down

$70,503

Down $13,785 (-16%) from 2017

Expenses

Up

$62,678

Up $5,614 (+9.8%) from 2017

Net Income

Down

$7,825

Down $19,399 (-71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$80K$60K$40K$20K$0Assets 2011: $61,332Liabilities 2011: $0Net Assets 2011: $61,3322011Assets 2012: $58,762Liabilities 2012: $0Net Assets 2012: $58,7622012Assets 2013: $47,434Liabilities 2013: $0Net Assets 2013: $47,4342013Assets 2014: $32,303Liabilities 2014: $0Net Assets 2014: $32,3032014Assets 2015: $18,103Liabilities 2015: $0Net Assets 2015: $18,1032015Assets 2016: $38,297Liabilities 2016: $0Net Assets 2016: $38,2972016Assets 2017: $65,521Liabilities 2017: $0Net Assets 2017: $65,5212017Assets 2018: $73,346Liabilities 2018: $0Net Assets 2018: $73,3462018Assets 2019: $76,808Liabilities 2019: $0Net Assets 2019: $76,8082019Assets 2020: $67,760Liabilities 2020: $0Net Assets 2020: $67,7602020Assets 2021: $54,259Liabilities 2021: $0Net Assets 2021: $54,2592021Assets 2022: $64,458Liabilities 2022: $0Net Assets 2022: $64,4582022Assets 2023: $49,312Liabilities 2023: $0Net Assets 2023: $49,3122023Assets 2024: $49,445Liabilities 2024: $0Net Assets 2024: $49,4452024Assets 2025: $38,929Liabilities 2025: $0Net Assets 2025: $38,9292025

Highlighted filing

2018

Assets$73,346
Liabilities$0
Net Assets$73,346
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

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

$100K$50K$0-$50KRevenue 2011: $64,604Expenses 2011: $68,928Net Income 2011: -$4,3242011Revenue 2012: $74,478Expenses 2012: $77,048Net Income 2012: -$2,5702012Revenue 2013: $79,467Expenses 2013: $90,795Net Income 2013: -$11,3282013Revenue 2014: $65,312Expenses 2014: $80,443Net Income 2014: -$15,1312014Revenue 2015: $57,500Expenses 2015: $71,700Net Income 2015: -$14,2002015Revenue 2016: $57,657Expenses 2016: $37,463Net Income 2016: $20,1942016Revenue 2017: $84,288Expenses 2017: $57,064Net Income 2017: $27,2242017Revenue 2018: $70,503Expenses 2018: $62,678Net Income 2018: $7,8252018Revenue 2019: $68,306Expenses 2019: $64,844Net Income 2019: $3,4622019Revenue 2020: $57,586Expenses 2020: $66,634Net Income 2020: -$9,0482020Revenue 2021: $35,435Expenses 2021: $48,936Net Income 2021: -$13,5012021Revenue 2022: $67,786Expenses 2022: $57,587Net Income 2022: $10,1992022Revenue 2023: $48,959Expenses 2023: $64,105Net Income 2023: -$15,1462023Revenue 2024: $54,407Expenses 2024: $54,274Net Income 2024: $1332024Revenue 2025: $44,779Expenses 2025: $55,295Net Income 2025: -$10,5162025

Highlighted filing

2018

Revenue$70,503
Expenses$62,678
Net Income$7,825
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$70,503
Mission and Program Overview

Mission

Occupational therapy training & education

Program Services

DescriptionGrantsExpenses
EDUCATION$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN GROSSPresidentPT$0--
VEDA COLLMERSecretaryPT$0--
KATHERINE SCHOFIELDTreasurerPT$0--
AMY ARMSTRONG-HEIMSOTHVice-PresidentPT$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$31,583
Filing and Contact Details

Filer

Filer Name
Arizona Occupational Therapy Association
EIN
86-0211772
Phone
4806502449
Address
POBOX 11803, GLENDALE, AZ 85318

Signing Officer

Name
Katherine Schofield
Title
Treasurer
Phone
4806502449
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Dianna K Morrow CPA
Address
PO BOX 5444, GOODYEAR, AZ 85338
Preparer
Dianna Morrow CPA
Phone
6233631626
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 228.”

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

“Description: annual conferences & retreats. Amount: 20,095. Description: administrative expenditures. Amount: 740. Description: bonding/annual report. Amount: 280. Description: website. Amount: 1,075. Description: phone and postage. Amount: 838. Total to form 990-ez, line 16: 23,028.”

Raw XML Appendix122 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/BusinessNameLine1Txt0KATHERINE SCHOFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum04806502449
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11803
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085318
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073346
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt039650
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065521
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073346
IRS990EZ/GrossReceiptsAmt070503
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0228
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt011481
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065521
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073346
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065521
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073346
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0BENJAMIN GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VEDA COLLMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHERINE SCHOFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY ARMSTRONG-HEIMSOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023028
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OCCUPATIONAL THERAPY TRAINING & EDUCATION
IRS990EZ/ProgramServiceRevenueAmt058794
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt062678
IRS990EZ/TotalRevenueAmt070503
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ARIZOTA.ORG
IRS990ScheduleC/PoliticalExpendituresAmt031583
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0LOBBY 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/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ANNUAL CONFERENCES & RETREATS. AMOUNT: 20,095. DESCRIPTION: ADMINISTRATIVE EXPENDITURES. AMOUNT: 740. DESCRIPTION: BONDING/ANNUAL REPORT. AMOUNT: 280. DESCRIPTION: WEBSITE. AMOUNT: 1,075. DESCRIPTION: PHONE AND POSTAGE. AMOUNT: 838. TOTAL TO FORM 990-EZ, LINE 16: 23,028.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/PersonNm0KATHERINE SCHOFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04806502449
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA OCCUPATIONAL THERAPY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0860211772
ReturnHeader/Filer/PhoneNum04806502449
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBOX 11803
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085318
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0422D7D9BDD9BC1140C853400FA417063A05CB9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.177.174.17
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm015:40:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463174840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIANNA K MORROW CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5444
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOODYEAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085338
ReturnHeader/PreparerPersonGrp/PhoneNum06233631626
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNA MORROW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-17T17:03:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
$73,346
Liabilities
$0
Net assets
$73,346
Revenue
$70,503
Expenses
$62,678
Net income
$7,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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