ILLINOIS OCCUPATIONAL THERAPY ASSOC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

DALMINA ARIAS

Phone

7084527640

Tax Period

2023-09-01 to 2024-08-31

ILLINOIS OCCUPATIONAL THERAPY ASSOC, founded in 1986, is a small nonprofit in the Community Improvement sector that reported $273K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 35% operating margin.

Mission

ADVANCE PRACTICE OF OCCUPATIONAL THERAPY

Program Service Accomplishments

Program 1

PUBLICATION OF MONTHLY NEWSLETTER WHICH CONTAINS ARTICLES OF CURRENT INTEREST TO THE PROFESSION AS WELL AS NOTICES OF UPCOMING EVENTS.

Program 2

VARIOUS WORKSHOPS CONDUCTED FOR MEMBERS PROVIDING IN-DEPTH DISCUSSIONS ON VARIOUS PROFESSIONAL TOPICS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $123,428

Program Service Revenue $135,268

Investment Income $3,437

Other Revenue $10,959

TOTAL REVENUE $273,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,420

Fundraising Expenses $0

Other Expenses $110,103

TOTAL EXPENSES $177,523

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,092	$206,944	+0.3%
Expenses	$177,523	$170,854	+0.0%
Net Income	$95,569	$36,090	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE HANAWALT	DIR COMMUNIC	N/A	Director	$0	$0	$0
ANNE KIRALY-ALVAREZ	DIR OF MEMBE	N/A	Director	$0	$0	$0
BRENDA KOVERMAN	DIR OF ADVOC	N/A	Director	$0	$0	$0
DALMINA ARIAS	DIRECTOR OF	N/A	Officer	$0	$0	$0
ROBIN JONES	SECRETARY	N/A	Officer	$0	$0	$0
BEVERLY MENNINGER	PRESIDENT	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$273,092	$177,523	$232,654	$95,569