Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
990EZ • Fiscal year 2017 • EIN 93-0702595
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
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
The mission of the occupational therapy association of oregon is to support its membership and strengthen the occupational therapy profession through advocacy, education & networking.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jan Cuciti | President | PT | $0 | - | - |
| Kim Phillips | Vice President | - | $0 | - | - |
| Elisabeth McClure | Treasurer | - | $0 | - | - |
| Nicole Wandell | Continuing Ed | - | $0 | - | - |
| Mancy Laidlaw | Director | - | $0 | - | - |
| Lara Lee-Reavis | Leg Co-Chair | - | $0 | - | - |
| Katie Schuler | Leg Co-Chair | - | $0 | - | - |
| Marrissa Gottlob | Mktg Co-Chair | - | $0 | - | - |
| Dacia Davison | Mktg Co-Chair | - | $0 | - | - |
| Steve Park | Pac Faculty Rep | - | $0 | - | - |
| Raissa Graves-Highsmith | Pac Student Rep | - | $0 | - | - |
| Saisha Costello-Houghton | Pac Student Rep | - | $0 | - | - |
| Jennifer Malm | Linn-Benton Rep | - | $0 | - | - |
| Mary Dray | Linn-Benton Rep | - | $0 | - | - |
| Line Item | Amount |
|---|---|
| Total Nondeductible Lobbying and Political Cost | $20,681 |
| Current Year Nondeductible Lobbying and Political Cost | $15,018 |
“Office Expenses $147”
“Information Technology $4218”
“Conferences, Conventions, and Meetings $25306”
“Insurance $84”
“Bank/Merchant Fees $1771”
“Board of Directors Expense $612”
“Membership Expenses $408”
“NSF Checks $325”
“Taxes/Fees $50”
“Accounts Receivable - Beginning $65 Accounts Receivable - Ending $50”
“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $560”
“Accounts Payable and Accrued Expenses - Beginning $5020 Accounts Payable and Accrued Expenses - Ending $5612”
“Deferred Revenue - Beginning $1175 Deferred Revenue - Ending $320”
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 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Update Management |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5032539385 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 147 SE 102nd Avenue |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Portland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97216 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 34650 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22174 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 775 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -11668 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 40430 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 34715 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22784 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 4036 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1704 |
| IRS990EZ/GrossReceiptsAmt | 0 | 65138 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 15470 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28520 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16852 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28520 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16852 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Jan Cuciti |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kim Phillips |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Elisabeth McClure |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Nicole Wandell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Mancy Laidlaw |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Lara Lee-Reavis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Katie Schuler |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Marrissa Gottlob |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Dacia Davison |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Steve Park |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Raissa Graves-Highsmith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Saisha Costello-Houghton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Jennifer Malm |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Mary Dray |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Continuing Ed |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Leg Co-Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Leg Co-Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Mktg Co-Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Mktg Co-Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Pac Faculty Rep |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Pac Student Rep |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Pac Student Rep |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Linn-Benton Rep |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Linn-Benton Rep |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 65 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 610 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 32921 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The mission of the Occupational Therapy Association of Oregon is to support its membership and strengthen the occupational therapy profession through advocacy, education & networking. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 615 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 44853 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The Association provided continuing education at the annual conference. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | The Association provided continuing education at evening educational events. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | The Association provided information and networking opportunities via the website. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1136 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 2900 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 6195 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5932 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 75670 |
| IRS990EZ/TotalRevenueAmt | 0 | 64002 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.otao.com |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 15470 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | true |
| IRS990ScheduleC/CarriedOverAmt | 0 | 5211 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 15470 |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/NonDedLbbyngPltclCyovAmt | 0 | 5663 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 15018 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 20681 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $147 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Information Technology $4218 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Conferences, Conventions, and Meetings $25306 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $84 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Bank/Merchant Fees $1771 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Board of Directors Expense $612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Membership Expenses $408 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | NSF Checks $325 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Taxes/Fees $50 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts Receivable - Beginning $65 Accounts Receivable - Ending $50 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $560 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $5020 Accounts Payable and Accrued Expenses - Ending $5612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Deferred Revenue - Beginning $1175 Deferred Revenue - Ending $320 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.1003 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jan Cuciti |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Occupational Therapy Association |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | of Oregon |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OCCU |
| ReturnHeader/Filer/EIN | 0 | 930702595 |
| ReturnHeader/Filer/PhoneNum | 0 | 5032532981 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 147 SE 102nd Avenue |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97216 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FOSTER & ASSOCIATES CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9011 SW BEAVERTON-HILLSDALE HWY 1A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97225 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5032972610 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Tamela J Heerwagen |
| ReturnHeader/ReturnTs | 0 | 2017-09-28T15:16:39-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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