Kentucky Occupational Therapy Association Inc

Kentucky Occupational Therapy Association faces recent deficits and declining assets.

EIN: 200230282 · Louisville, KY · NTEE: S41 · Updated: 2026-03-28

$49KRevenue
$26KAssets
65/100Mission Score (Good)
S41
Kentucky Occupational Therapy Association Inc Financial Summary
MetricValue
Total Revenue$49K
Total Expenses$48K
Program Spending80%
Net Assets$29K
Transparency Score65/100

Is Kentucky Occupational Therapy Association Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Kentucky Occupational Therapy Association Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Kentucky Occupational Therapy Association Inc

Kentucky Occupational Therapy Association Inc (EIN: 200230282) is a nonprofit organization based in Louisville, KY, classified under NTEE code S41. The organization reported total revenue of $49K and total assets of $26K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kentucky Occupational Therapy Association Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
MicroSize Classification
13Years of Filings
MixedRevenue Trajectory

Kentucky Occupational Therapy Association Inc is a micro nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -3.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$38K
Total Expenses$48K
Surplus / Deficit$-10,059
Total Assets$29K
Total Liabilities$47
Net Assets$29K
Operating Margin-26.7%
Debt-to-Asset Ratio0.2%
Months of Reserves7.4 months

Financial Health Grade: B

In 2023, Kentucky Occupational Therapy Association Inc reported a deficit of $10K with expenses exceeding revenue, holds 7.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.2% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Kentucky Occupational Therapy Association Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023-34.6%-22.5%-25.5%
2022-1.9%+26.5%-9.1%
2021+0.7%-12.9%+30.0%
2020-0.3%+6.4%+7.7%
2019-13.3%+2.5%+23.6%

IRS Tax-Exempt Classification

IRS Classification Codes2000
IRS Ruling Date2004

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Kentucky Occupational Therapy Association Inc (KOTA) operates on a relatively small scale, with recent annual revenues fluctuating around $50,000-$60,000. The organization has shown some financial instability in recent years, with expenses exceeding revenue in the 202309 and 202209 periods, leading to a decrease in net assets. For example, in 202309, expenses were $47,682 against revenues of $37,623, resulting in a deficit. This trend, if continued, could impact its long-term sustainability. KOTA's spending efficiency appears to be reasonable given its size, and the absence of reported officer compensation indicates that leadership is likely volunteer-based, which can be a positive for donor confidence. However, the organization's assets have also seen a decline from $43,313 in 202109 to $29,322 in 202309, suggesting a draw on reserves. While the organization consistently files its IRS 990 forms, providing a basic level of transparency, the detailed breakdown of program, administrative, and fundraising expenses is not readily available in the provided summary data, making a precise assessment of spending efficiency challenging. Overall, KOTA appears to be a lean operation, but its recent financial performance warrants close monitoring. The consistent deficits in the last two reported periods (202309 and 202209) are a concern, as is the declining asset base. While the lack of executive compensation is a strength, the organization needs to ensure its revenue generation can consistently cover its operational costs to maintain financial health and continue its mission effectively.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Kentucky Occupational Therapy Association Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Kentucky Occupational Therapy Association Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$38KTotal Revenue
$48KTotal Expenses
$29KTotal Assets
$47Total Liabilities
$29KNet Assets
  • The organization reported a deficit of $10K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.2%.

Executive Compensation Analysis

The organization reports 0% officer compensation across all provided filing periods, indicating that its leadership is likely volunteer-based, which is a positive for resource allocation given its small size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Kentucky Occupational Therapy Association Inc's IRS 990 filings:

  • Expenses consistently exceeding revenue in recent periods (e.g., $47,682 expenses vs. $37,623 revenue in 202309).
  • Declining net assets over the last two years (from $43,313 in 202109 to $29,322 in 202309).
  • Significant drop in revenue in the latest filing period (from $57,548 in 202209 to $37,623 in 202309).

Strengths

The following positive indicators were identified for Kentucky Occupational Therapy Association Inc:

  • No reported officer compensation, indicating volunteer leadership and efficient use of funds at the executive level.
  • Consistent IRS 990 filing history, demonstrating transparency.
  • Maintained positive assets, albeit declining, indicating some financial reserves.

Frequently Asked Questions about Kentucky Occupational Therapy Association Inc

Is Kentucky Occupational Therapy Association Inc a legitimate charity?

Kentucky Occupational Therapy Association Inc (EIN: 200230282) is a registered tax-exempt nonprofit based in Kentucky. Our AI analysis gives it a Mission Score of 65/100. It has 13 years of IRS 990 filings on record. Total revenue: $49K. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Kentucky Occupational Therapy Association Inc spend its money?

Kentucky Occupational Therapy Association Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Kentucky Occupational Therapy Association Inc tax-deductible?

Kentucky Occupational Therapy Association Inc is registered as a tax-exempt nonprofit (EIN: 200230282). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Kentucky Occupational Therapy Association Inc's spending goes to programs?

Kentucky Occupational Therapy Association Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Kentucky Occupational Therapy Association Inc compare to similar nonprofits?

With a transparency score of 65/100 (Good), Kentucky Occupational Therapy Association Inc is above average for NTEE category S41 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Kentucky Occupational Therapy Association Inc located?

Kentucky Occupational Therapy Association Inc is headquartered in Louisville, Kentucky and files with the IRS under EIN 200230282. It is classified under NTEE code S41.

How many years of IRS 990 filings does Kentucky Occupational Therapy Association Inc have?

Kentucky Occupational Therapy Association Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $49K in total revenue.

Is KOTA financially stable?

KOTA has experienced deficits in its last two reported periods (202309 and 202209), with expenses exceeding revenue by $10,059 and $3,978 respectively. Its assets have also declined from $43,313 in 202109 to $29,322 in 202309, suggesting a weakening financial position.

How does KOTA manage its administrative costs?

While specific administrative cost percentages are not detailed in the provided data, the absence of officer compensation suggests a lean operational structure at the leadership level, which helps keep overhead low for this small organization.

What is the trend in KOTA's revenue?

KOTA's revenue has fluctuated, with a recent decline from $57,548 in 202209 to $37,623 in 202309. This downward trend in the most recent period is a concern, especially when coupled with increasing expenses.

Filing History

IRS 990 filing history for Kentucky Occupational Therapy Association Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Kentucky Occupational Therapy Association Inc's revenue has declined by 35.5%, moving from $58K to $38K. Total assets decreased by 67.5% over the same period, from $90K to $29K. Total functional expenses fell by 35.4%, from $74K to $48K. In its most recent filing year (2023), Kentucky Occupational Therapy Association Inc reported a deficit of $10K, with expenses exceeding revenue. The organization holds $47 in liabilities against $29K in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $29K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $38K $48K $29K $47
2022 $58K $62K $39K $47
2021 $59K $49K $43K $0
2020 $58K $56K $33K $0 View 990
2019 $58K $53K $31K $0 View 990
2018 $67K $51K $25K $0 View 990
2017 $54K $48K $9K $0
2016 $44K $69K $3K $0 View 990
2015 $58K $72K $28K $0 View 990
2014 $48K $69K $42K $0 View 990
2013 $41K $60K $64K $0 View 990
2012 $51K $58K $84K $0 View 990
2011 $58K $74K $90K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $38K, expenses of $48K, and assets of $29K (revenue -34.6% year-over-year).
  • 2022: Revenue of $58K, expenses of $62K, and assets of $39K (revenue -1.9% year-over-year).
  • 2021: Revenue of $59K, expenses of $49K, and assets of $43K (revenue +0.7% year-over-year).
  • 2020: Revenue of $58K, expenses of $56K, and assets of $33K (revenue -0.3% year-over-year).
  • 2019: Revenue of $58K, expenses of $53K, and assets of $31K (revenue -13.3% year-over-year).
  • 2018: Revenue of $67K, expenses of $51K, and assets of $25K (revenue +23.7% year-over-year).
  • 2017: Revenue of $54K, expenses of $48K, and assets of $9K (revenue +22.7% year-over-year).
  • 2016: Revenue of $44K, expenses of $69K, and assets of $3K (revenue -23.5% year-over-year).
  • 2015: Revenue of $58K, expenses of $72K, and assets of $28K (revenue +22.1% year-over-year).
  • 2014: Revenue of $48K, expenses of $69K, and assets of $42K (revenue +16.8% year-over-year).
  • 2013: Revenue of $41K, expenses of $60K, and assets of $64K (revenue -19.9% year-over-year).
  • 2012: Revenue of $51K, expenses of $58K, and assets of $84K (revenue -12.9% year-over-year).
  • 2011: Revenue of $58K, expenses of $74K, and assets of $90K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Kentucky Occupational Therapy Association Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Kentucky Occupational Therapy Association Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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