Civic Intelligence

California Foundation for Occupational Therapy

990 • Fiscal year 2024 • EIN 95-3537219

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 04, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

31st percentile

-3.4%

Higher net margin than 31% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,675,684

Up $133,468 (+8.7%) from 2023

Net Assets

Up

$1,675,684

Up $133,468 (+8.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin31st percentile

Revenue

Down

$91,164

Down $217,803 (-70%) from 2023

Expenses

Up

$94,285

Up $38,633 (+69%) from 2023

Net Income

Down

-$3,121

Down $256,436 (-101%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2024

Assets$1,675,684
Liabilities$0
Net Assets$1,675,684
Open 2024 Filing

Operations Trend

Revenue Growth2nd 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

2024

Revenue$91,164
Expenses$94,285
Net Income-$3,121
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$91,164
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$992,834$1,134,405▲ $141,571
Savings and Temporary Cash Investments$263,233$297,872▲ $34,639
Cash and Non-Interest-Bearing Accounts$286,149$243,407▼ $42,742
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$1,542,216$1,675,684▲ $133,468
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,542,216$1,675,684▲ $133,468
Total Net Assets Fund Balance$1,542,216$1,675,684▲ $133,468
Total Liabilities and Net Assets / Fund Balance$1,542,216$1,675,684▲ $133,468
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Diana Su-ericksonAwards Chair
Kathryn GundersonConfer Chair
Danielle MeglioIn Dev Co-chair
Stephen LofyIn Dev Co-chair
Lisa DeshaiesPublicity Chair
Winifred Schultz-kronSchol Co Chair
Michele BerroPresident
Bonita KraftVice President
Heidi Mchugh PendeltonResearch Co CHA
Judi PalladinoResearch Co CHA
Laura WeissScholar Co CHA
Lora WooSecretary
John GoodfellowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,830
Program Service Revenue
$21,714
Investment Income
$39,620
Other Revenue
$0
All Other Contributions
$29,830
Change in Net Assets
$-3,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,285
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$63,252--$63,252
Fees for Services Management-$14,400-$14,400
Conferences and Meetings-$12,526-$12,526
Fees for Services Accounting-$1,520-$1,520
Insurance-$1,250-$1,250
Office Expenses-$1,134-$1,134
Advertising-$203-$203
Total Functional Expenses$63,252$31,033$0$94,285
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
2025-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Berro
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
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IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021691
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021691
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123
IRS990/ProgSrvcAccomActy2Grp/Desc0Research: three 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. Total amount Given: $13,800.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013800
IRS990/ProgSrvcAccomActy3Grp/Desc0Trainee-ships: five trainee-ships were given to students from various Occupational Therapy Assistant programs. They Demonstrated need for financial assistance and commitment to serve as Occupational assistants. Total amounts Given $4,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Seed money was given to 10 student groups for expenses for their projects. The amounts are as follows: for the 10 - a total of $2,452 was given.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02452
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0248235
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt034059
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055652
IRS990/PYProgramServiceRevenueAmt026673
IRS990/PYRevenuesLessExpensesAmt0253315
IRS990/PYTotalExpensesAmt055652
IRS990/PYTotalRevenueAmt0308967
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3121
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263233
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0297872
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt015100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt015100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0274741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0429310
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt039620
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt034059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021811
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0137890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010750
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021811
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0137890
IRS990ScheduleA/InvestmentIncomeCYPct00.23830
IRS990ScheduleA/InvestmentIncomePYPct00.21660
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0167
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0607
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0797
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73430
IRS990ScheduleA/PublicSupportPY509Pct00.72830
IRS990ScheduleA/PublicSupportTotal509Amt0424960
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt015100
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0274741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043250
IRS990ScheduleA/Total509Grp/TotalAmt0440060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0308967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065061
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0578747
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is available at a board meeting for officers to review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board is in the process of revising and developing necessary policies including conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization governing documents, conflict of interest policy and financial statements are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01542216
IRS990/TotalAssetsEOYAmt01675684
IRS990/TotalAssetsGrp/BOYAmt01542216

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,675,684
Liabilities
$0
Net assets
$1,675,684
Revenue
$91,164
Expenses
$94,285
Net income
-$3,121
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