Skip to content
ProPublica Donate
ProPublica Donate

Arizona Occupational Therapy Association Inc

  • Scottsdale, AZ
  • Tax-exempt since Sept. 1971
  • EIN: 86-0211772

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$54.4k (2024)

Expenses
$54.3k (2024)

Total Assets
$49.4k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,407
Expenses
$54,274
Net Income
$133
Net Assets
$49,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,017
75.4%
Investment Income $1,692
3.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,445
Total Liabilities $0
Net Assets $49,445
Compensation
Key Employees and Officers Compensation Other
Heidi Carpenter (President) $0 $0
Emily Reilly (Secretary) $0 $0
Chad Spear (Treasurer) $0 $0
Alison De La Montaigne (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 6, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,959
Expenses
$64,105
Net Income
-$15,146
Net Assets
$49,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,789
69.0%
Investment Income $270
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,312
Total Liabilities $0
Net Assets $49,312
Compensation
Key Employees and Officers Compensation Other
Heidi Carpenter (President) $0 $0
Emily Reilly (Secretary) $0 $0
Chad Spear (Treasurer) $0 $0
Alison De La Montaigne (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 14, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,786
Expenses
$57,587
Net Income
$10,199
Net Assets
$64,458
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,615
80.6%
Investment Income $138
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $64,458
Total Liabilities $0
Net Assets $64,458
Compensation
Key Employees and Officers Compensation Other
Evelyn Andersson (President) $0 $0
Nicholas Murry (Secretary) $0 $0
Chad Spear (Treasurer) $0 $0
Alison De La Montaigne (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 4, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,435
Expenses
$48,936
Net Income
-$13,501
Net Assets
$54,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,857
56.0%
Investment Income $195
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,259
Total Liabilities $0
Net Assets $54,259
Compensation
Key Employees and Officers Compensation Other
Evelyn Andersson (President) $0 $0
Nicholas Murry (Secretary) $0 $0
Chad Spear (Treasurer) $0 $0
Alison De La Montaigne (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 15, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,586
Expenses
$66,634
Net Income
-$9,048
Net Assets
$67,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,254
78.6%
Investment Income $505
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $67,760
Total Liabilities $0
Net Assets $67,760
Compensation
Key Employees and Officers Compensation Other
Evelyn Andersson (President) $0 $0
Sarah Andreson (Secretary) $0 $0
Heidi Carpenter (Treasurer) $0 $0
Tamara Turner (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 10, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,306
Expenses
$64,844
Net Income
$3,462
Net Assets
$76,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,480
82.7%
Investment Income $503
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,808
Total Liabilities $0
Net Assets $76,808
Compensation
Key Employees and Officers Compensation Other
Amy Armstrong Heimsoth (President) $0 $0
Veda Collmer (Secretary) $0 $0
Katherine Schofield (Treasurer) $0 $0
Tamara Turner (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 2, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,503
Expenses
$62,678
Net Income
$7,825
Net Assets
$73,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,794
83.4%
Investment Income $228
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $73,346
Total Liabilities $0
Net Assets $73,346
Compensation
Key Employees and Officers Compensation Other
Benjamin Gross (President) $0 $0
Veda Collmer (Secretary) $0 $0
Katherine Schofield (Treasurer) $0 $0
Amy Armstrong Heimsoth (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 17, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,288
Expenses
$57,064
Net Income
$27,224
Net Assets
$65,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,216
88.1%
Investment Income $83
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,521
Total Liabilities $0
Net Assets $65,521
Compensation
Key Employees and Officers Compensation Other
Benjamin Gross (President) $0 $0
Veda Collmer (Secretary) $0 $0
Tamara Turner (Treasurer) $0 $0
Amy Armstrong Heimsoth (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 22, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,657
Expenses
$37,463
Net Income
$20,194
Net Assets
$38,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,518
84.1%
Investment Income $17
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $38,297
Total Liabilities $0
Net Assets $38,297
Compensation
Key Employees and Officers Compensation Other
Benjamin Gross (President) $0 $0
Meagan Orban (Secretary) $0 $0
Tamara Turner (Treasurer) $0 $0
Oaklee Rogers (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 16, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,500
Expenses
$71,700
Net Income
-$14,200
Net Assets
$18,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,573
82.7%
Investment Income $17
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $18,103
Total Liabilities $0
Net Assets $18,103
Compensation
Key Employees and Officers Compensation Other
Oaklee Rogers (President) $0 $0
Meagan Orban (Secretary) $0 $0
Tamara Turner (Treasurer) $0 $0
Sarah Sharp (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 6, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,312
Expenses
$80,443
Net Income
-$15,131
Net Assets
$32,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,345
86.3%
Investment Income $50
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $32,303
Total Liabilities $0
Net Assets $32,303
Compensation
Key Employees and Officers Compensation Other
Meagan Orban (Secretary) $6,800 $0
Jodi Lindstrom (President) $0 $0
Benjamin Gross (Treasurer) $0 $0
Sarah Sharp (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 27, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,467
Expenses
$90,795
Net Income
-$11,328
Net Assets
$47,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,241
89.6%
Investment Income $58
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,434
Total Liabilities $0
Net Assets $47,434

Document Links

990-EZ
Filed on Sept. 25, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,478
Expenses
$77,048
Net Income
-$2,570
Net Assets
$58,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,575
86.7%
Investment Income $78
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,762
Total Liabilities $0
Net Assets $58,762

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,604
Expenses
$68,928
Net Income
-$4,324
Net Assets
$61,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,155
85.4%
Investment Income $106
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,332
Total Liabilities $0
Net Assets $61,332

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated