Civic Intelligence

Occupational Therapy Association of Oregon

990EZ • Fiscal year 2017 • EIN 93-0702595

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 28, 2017

147 SE 102nd AvenuePortland, OR 97216

(503) 253-2981

Siviq Scores

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

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-18%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.0%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$22,784

Down $11,931 (-34%) from 2016

Net Assets

$16,852

No earlier filing loaded for comparison.

Liabilities

Down

$5,932

Down $263 (-4.2%) from 2016

Revenue

Down

$64,002

Down $1,279 (-2.0%) from 2016

Expenses

Up

$75,670

Up $15,865 (+27%) from 2016

Net Income

Down

-$11,668

Down $17,144 (-313%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $32,220Liabilities 2012: $2,4172012Assets 2014: $39,456Liabilities 2014: $0Net Assets 2014: $39,4562014Assets 2015: $27,280Liabilities 2015: $4,236Net Assets 2015: $23,0442015Assets 2016: $34,715Liabilities 2016: $6,1952016Assets 2017: $22,784Liabilities 2017: $5,932Net Assets 2017: $16,8522017Assets 2018: $29,132Liabilities 2018: $9,709Net Assets 2018: $19,4232018Assets 2019: $30,844Liabilities 2019: $9,415Net Assets 2019: $21,4292019Assets 2020: $40,205Liabilities 2020: $6,382Net Assets 2020: $33,8232020Assets 2021: $39,953Liabilities 2021: $603Net Assets 2021: $39,3502021Assets 2025: $83,347Liabilities 2025: $112Net Assets 2025: $83,2352025

Highlighted filing

2017

Assets$22,784
Liabilities$5,932
Net Assets$16,852

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $53,433Expenses 2012: $66,177Net Income 2012: -$12,7442012Revenue 2014: $71,055Expenses 2014: $63,310Net Income 2014: $7,7452014Revenue 2015: $46,729Expenses 2015: $63,141Net Income 2015: -$16,4122015Revenue 2016: $65,281Expenses 2016: $59,805Net Income 2016: $5,4762016Revenue 2017: $64,002Expenses 2017: $75,670Net Income 2017: -$11,6682017Revenue 2018: $76,581Expenses 2018: $74,010Net Income 2018: $2,5712018Revenue 2019: $88,044Expenses 2019: $86,038Net Income 2019: $2,0062019Revenue 2020: $74,634Expenses 2020: $62,240Net Income 2020: $12,3942020Revenue 2021: $36,892Expenses 2021: $31,365Net Income 2021: $5,5272021Revenue 2025: $68,877Expenses 2025: $47,529Net Income 2025: $21,3482025

Highlighted filing

2017

Revenue$64,002
Expenses$75,670
Net Income-$11,668
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$65,138
Mission and Program Overview

Mission

The mission of the occupational therapy association of oregon is to support its membership and strengthen the occupational therapy profession through advocacy, education & networking.

Program Services

DescriptionGrantsExpenses
The Association provided continuing education at the annual conference.--
The Association provided continuing education at evening educational events.--
The Association provided information and networking opportunities via the website.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan CucitiPresidentPT$0--
Kim PhillipsVice President-$0--
Elisabeth McClureTreasurer-$0--
Nicole WandellContinuing Ed-$0--
Mancy LaidlawDirector-$0--
Lara Lee-ReavisLeg Co-Chair-$0--
Katie SchulerLeg Co-Chair-$0--
Marrissa GottlobMktg Co-Chair-$0--
Dacia DavisonMktg Co-Chair-$0--
Steve ParkPac Faculty Rep-$0--
Raissa Graves-HighsmithPac Student Rep-$0--
Saisha Costello-HoughtonPac Student Rep-$0--
Jennifer MalmLinn-Benton Rep-$0--
Mary DrayLinn-Benton Rep-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$20,681
Current Year Nondeductible Lobbying and Political Cost$15,018
Filing and Contact Details

Filer

Filer Name
Occupational Therapy Association
EIN
93-0702595
Phone
5032532981
Address
147 SE 102nd Avenue, Portland, OR 97216

Signing Officer

Name
Jan Cuciti
Title
President
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Foster & Associates CPA LLC
Address
9011 SW BEAVERTON-HILLSDALE HWY 1A, PORTLAND, OR 97225
Preparer
Tamela J Heerwagen
Phone
5032972610
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $147

Other Expenses.1003

Information Technology $4218

Other Expenses.1007

Conferences, Conventions, and Meetings $25306

Other Expenses.1012

Insurance $84

Other Expenses.1

Bank/Merchant Fees $1771

Other Expenses.2

Board of Directors Expense $612

Other Expenses.3

Membership Expenses $408

Other Expenses.5

NSF Checks $325

Other Expenses.7

Taxes/Fees $50

Other Assets.1005

Accounts Receivable - Beginning $65 Accounts Receivable - Ending $50

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $560

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $5020 Accounts Payable and Accrued Expenses - Ending $5612

Total Liabilities.1003

Deferred Revenue - Beginning $1175 Deferred Revenue - Ending $320

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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/OfficerDirectorTrusteeEmplGrp/PersonNm7Marrissa Gottlob
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Dacia Davison
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $4218
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $84
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board of Directors Expense $612
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/PhoneNum05032532981
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097216
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097225
ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamela J Heerwagen
ReturnHeader/ReturnTs02017-09-28T15:16:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits