Civic Intelligence

California Foundation for Occupational Therapy

990 • Fiscal year 2021 • EIN 95-3537219

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 19, 2024

Organization ProfileWWW.CFOT.ORG
3620 American River Dr Ste 230Sacramento, CA 95864

(916) 932-2200

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

44%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

69th percentile

21%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

1.3%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,264,894

Up $217,151 (+21%) from 2020

Net Assets

Up

$1,264,894

Up $217,151 (+21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin83rd percentile

Revenue

Up

$54,082

Up $711 (+1.3%) from 2020

Expenses

Down

$30,400

Down $1,277 (-4.0%) from 2020

Net Income

Up

$23,682

Up $1,988 (+9.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,005,227Liabilities 2019: $0Net Assets 2019: $1,005,2272019Assets 2020: $1,047,743Liabilities 2020: $0Net Assets 2020: $1,047,7432020Assets 2021: $1,264,894Liabilities 2021: $0Net Assets 2021: $1,264,8942021Assets 2022: $1,192,098Liabilities 2022: $0Net Assets 2022: $1,192,0982022Assets 2023: $1,542,216Liabilities 2023: $0Net Assets 2023: $1,542,2162023Assets 2024: $1,675,684Liabilities 2024: $0Net Assets 2024: $1,675,6842024

Highlighted filing

2021

Assets$1,264,894
Liabilities$0
Net Assets$1,264,894
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2019: $187,917Expenses 2019: $51,527Net Income 2019: $136,3902019Revenue 2020: $53,371Expenses 2020: $31,677Net Income 2020: $21,6942020Revenue 2021: $54,082Expenses 2021: $30,400Net Income 2021: $23,6822021Revenue 2022: $59,473Expenses 2022: $62,496Net Income 2022: -$3,0232022Revenue 2023: $308,967Expenses 2023: $55,652Net Income 2023: $253,3152023Revenue 2024: $91,164Expenses 2024: $94,285Net Income 2024: -$3,1212024

Highlighted filing

2021

Revenue$54,082
Expenses$30,400
Net Income$23,682
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 19, 2024
Return Version
2021v4.1
Gross Receipts
$54,082
Mission and Program Overview

Mission

CFOT provides scholarships, trainee-ships, research grants and seed money to occupational therapy students and practitioners.

To advance the science of occupational therapy by enhancing the quality and knowledge of Occupational Therapy services to the public through support of research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$778,804$968,350▲ $189,546
Savings and Temporary Cash Investments$232,318$253,324▲ $21,006
Cash and Non-Interest-Bearing Accounts$36,621$43,220▲ $6,599
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,047,743$1,264,894▲ $217,151
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,047,743$1,264,894▲ $217,151
Total Net Assets Fund Balance$1,047,743$1,264,894▲ $217,151
Total Liabilities and Net Assets / Fund Balance$1,047,743$1,264,894▲ $217,151
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Diana Su-ericksonAwards Chair
Kathryn GundersonConfer Chair
Evelyn JaffeExt Dev Chair
Danielle MeglioIn Dev Co-chair
Bryan KangPub Chair
Winifred Schultz-kronSchol Co Chair
Pat NagaishiPresident
Bonita KraftVice President
Heidi Mchugh PendeltonResearch Co CHA
Judi PalladinoResearch Co CHA
Laura WeissScholar Co CHA
Michele BerroSecretary
John GoodfellowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,987
Program Service Revenue
$0
Investment Income
$19,095
Other Revenue
$0
All Other Contributions
$34,987
Change in Net Assets
$23,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$22,902--$22,902
Fees for Services Management-$6,667-$6,667
Office Expenses-$581-$581
Conferences and Meetings-$250-$250
Total Functional Expenses$22,902$7,498$0$30,400
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is available at a board meeting for officers to review before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Board is in the process of revising and developing necessary policies including conflict of interest.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Organization governing documents, conflict of interest policy and financial statements are available upon written request.”

Filing and Contact Details

Filer

Filer Name
California Foundation
EIN
95-3537219
Phone
9169322200
Address
3620 AMERICAN RIVER DR STE 230, SACRAMENTO, CA 95864

Signing Officer

Name
John Goodfellow
Title
Treasurer
Signed
2024-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pat Nagaishi
Formed
1981
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
20

Preparer

Firm
Patrick Buzarellos Kendrick LLP
Address
1900 Point West Way 102, Sacramento, CA 95815
Preparer
Catherine L Patrick
Phone
9169201604
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Seed money was given to 6 student groups for expenses for their projects. The amounts are as follows: $250 - 5 projects and $187 for 1 project.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0Research: two research grants were awarded to California Occupational Therapists to study aspects of occupational therapy treatment. The applicants were chosen through a rigorous selection process. They presented their results through posters and presentations. Amounts Given: $4,500 and $1,300.
IRS990/ProgSrvcAccomActy3Grp/Desc0Trainee-ships: Five trainee-ships were given to students from five Occupational Therapy Assistance programs. They Demonstrated need for financial assistance and commitment to serve as Occupational assistants. Amounts Given to each:$500.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Seed money was given to 6 student groups for expenses for their projects. The amounts are as follows: $250 - 5 projects and $187 for 1 project.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is available at a board meeting for officers to review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board is in the process of revising and developing necessary policies including conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization governing documents, conflict of interest policy and financial statements are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalContributionsAmt034987

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,264,894
Liabilities
$0
Net assets
$1,264,894
Revenue
$54,082
Expenses
$30,400
Net income
$23,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.31$0.06$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.03$0.02
2019Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.19$0.05$0.14