Civic Intelligence

Occupational Therapy Association of Oregon

990EZ • Fiscal year 2021 • EIN 93-0702595

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 26, 2021

Organization ProfileWWW.OTAO.COM
PO Box 86231Portland, OR 97286

(971) 266-4328

Siviq Scores

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

Liabilities / Assets

56th percentile

0.02x

Higher debt load relative to assets than 56% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.02x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

15%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-0.6%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-51%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$39,953

Down $252 (-0.6%) from 2020

Net Assets

Up

$39,350

Up $5,527 (+16%) from 2020

Liabilities

Down

$603

Down $5,779 (-91%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

Down

$36,892

Down $37,742 (-51%) from 2020

Expenses

Down

$31,365

Down $30,875 (-50%) from 2020

Net Income

Down

$5,527

Down $6,867 (-55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2021

Assets$39,953
Liabilities$603
Net Assets$39,350
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

2021

Revenue$36,892
Expenses$31,365
Net Income$5,527
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 26, 2021
Return Version
2020v4.0
Gross Receipts
$36,913
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
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH MILLERPast Preside-$0--
LORI TAYLORPresident-$0--
KRISTIN JOHNSONVice Preside-$0--
KRISTY FLEMINGTreasurer-$0--
LAURIE SPELLMANSecretary-$0--
BRIANNE SALVATIContinuing E-$0--
ALAN HARRISLegislative-$0--
BRITT BEHRENDTMembership C-$0--
EMILY LORANGMembership C-$0--
NICOLE PAVENICKMarketing Co-$0--
NATALIE BULTZMarketing Co-$0--
ALISA SHETHPacu Faculty-$0--
HEATHER THOMASDirector - Mid Wi-$0--
ANDREA BETTSDirector - Nw Or-$0--
FIONA MAINSDirector - Ctrl O-$0--
RACHEL WOLFEDirector - South-$0--
JEANNISE NICHOLSDirector - East O-$0--
KATRINA SMITHPacific Stud-$0--
SAMARA PHILLIPSPacific Stud-$0--
LAURA OLSENLb Faculty R-$0--
JAMIE HAHNLb Student R-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$18,000
Total Nondeductible Lobbying and Political Cost$18,000
Filing and Contact Details

Filer

Filer Name
Occupational Therapy Association
EIN
93-0702595
Phone
9712664328
Address
PO BOX 86231, PORTLAND, OR 97286

Signing Officer

Name
Lori Taylor
Title
President
Phone
5032532981
Signed
2021-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Foster & Associates CPA LLC
Address
9011 SW BEAVERTON HILLSDALE HWY STE, PORTLAND, OR 97225-2452
Preparer
Asif I Muzaffarr
Phone
5032972610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Refund 5,000 miscellaneous 233 total 5,233”

Form 990-ez, Part I, Line 16

“Expenses advertising 1,000 office 114 information technology 4,036 conferences expense 1,371 board expense 1,000 awards expense 293 bank and credit card fees 1,157 taxes and fees 50 total 9,021”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 2,359 total 0 2,359”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 5,312 153 deferred revenue 1,070 450”

Form 990-ez, Part III

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

Raw XML Appendix217 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm2KRISTIN JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3KRISTY FLEMING
CompensationExplanation/CompensationExplanationGrp/PersonNm4LAURIE SPELLMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm5BRIANNE SALVATI
CompensationExplanation/CompensationExplanationGrp/PersonNm6ALAN HARRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm7BRITT BEHRENDT
CompensationExplanation/CompensationExplanationGrp/PersonNm8EMILY LORANG
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CompensationExplanation/CompensationExplanationGrp/PersonNm10NATALIE BULTZ
CompensationExplanation/CompensationExplanationGrp/PersonNm11ALISA SHETH
CompensationExplanation/CompensationExplanationGrp/PersonNm12HEATHER THOMAS
CompensationExplanation/CompensationExplanationGrp/PersonNm13ANDREA BETTS
CompensationExplanation/CompensationExplanationGrp/PersonNm14FIONA MAINS
CompensationExplanation/CompensationExplanationGrp/PersonNm15RACHEL WOLFE
CompensationExplanation/CompensationExplanationGrp/PersonNm16JEANNISE NICHOLS
CompensationExplanation/CompensationExplanationGrp/PersonNm17KATRINA SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm18SAMARA PHILLIPS
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CompensationExplanation/CompensationExplanationGrp/PersonNm20JAMIE HAHN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTY FLEMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURIE SPELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIANNE SALVATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALAN HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRITT BEHRENDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EMILY LORANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NICOLE PAVENICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NATALIE BULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISA SHETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12HEATHER THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13ANDREA BETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14FIONA MAINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15RACHEL WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16JEANNISE NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17KATRINA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18SAMARA PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19LAURA OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20JAMIE HAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONTINUING E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6LEGISLATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MARKETING CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MARKETING CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PACU FACULTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIR - MID WI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIR - NW OR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIR - CTRL O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIR - SOUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIR - EAST O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17PACIFIC STUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18PACIFIC STUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19LB FACULTY R
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20LB STUDENT R
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02359
IRS990EZ/OtherExpensesTotalAmt09021
IRS990EZ/OtherRevenueTotalAmt05233
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE OCCUPATIONAL THERAPY ASSOCIATION OF OREGON IS TO SUPPORT ITS MEMBERSHIP AND STRENGTHEN THE OCCUPATIONAL THERAPY PROFESSION THROUGH ADVOCACY, EDUCATION & NETWORKING.
IRS990EZ/PrintingPublicationsPostageAmt0141
IRS990EZ/ProgramServiceRevenueAmt011774
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION PROVIDED CONTINUING EDUCATION AT THE ANNUAL CONFERENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION PROVIDED CONTINUING EDUCATION AT EVENING EDUCATIONAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ASSOCIATION PROVIDED INFORMATION AND NETWORKING OPPORTUNITIES VIA THE WEBSITE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt036892
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OTAO.COM
IRS990ScheduleC/AggregateReportedDuesNtcAmt015957
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt02043
IRS990ScheduleC/DuesAssessmentsAmt015957
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt018000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt018000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-2043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUND 5,000 MISCELLANEOUS 233 TOTAL 5,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 1,000 OFFICE 114 INFORMATION TECHNOLOGY 4,036 CONFERENCES EXPENSE 1,371 BOARD EXPENSE 1,000 AWARDS EXPENSE 293 BANK AND CREDIT CARD FEES 1,157 TAXES AND FEES 50 TOTAL 9,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 2,359 TOTAL 0 2,359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,312 153 DEFERRED REVENUE 1,070 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MISSION OF THE OCCUPATIONAL THERAPY ASSOCIATION OF OREGON IS TO SUPPORT ITS MEMBERSHIP AND STRENGTHEN THE OCCUPATIONAL THERAPY PROFESSION THROUGH ADVOCACY, EDUCATION & NETWORKING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032532981
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCCUPATIONAL THERAPY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF OREGON
ReturnHeader/Filer/BusinessNameControlTxt0OCCU
ReturnHeader/Filer/EIN0930702595
ReturnHeader/Filer/PhoneNum09712664328
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 86231
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097286
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461881127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09011 SW BEAVERTON HILLSDALE HWY STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972252452
ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASIF I MUZAFFARR
ReturnHeader/ReturnTs02021-09-25T09:40:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,953
Liabilities
$603
Net assets
$39,350
Revenue
$36,892
Expenses
$31,365
Net income
$5,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.3$0.11$83.2$68.9$47.5$21.3
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.60$39.4$36.9$31.4$5.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$6.38$33.8$74.6$62.2$12.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$9.42$21.4$88.0$86.0$2.01
2018Detailed filing. Detailed filing data is available for this year.$29.1$9.71$19.4$76.6$74.0$2.57
2017Detailed filing. Detailed filing data is available for this year.$22.8$5.93$16.9$64.0$75.7$11.7
2016Summary only. Only limited summary data is available for this year.$34.7$6.20$65.3$59.8$5.48
2015Detailed filing. Detailed filing data is available for this year.$27.3$4.24$23.0$46.7$63.1$16.4
2014Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$71.1$63.3$7.75
2012Summary only. Only limited summary data is available for this year.$32.2$2.42$53.4$66.2$12.7