Civic Intelligence

Occupational Therapy Association Of

EIN 95-6139530 • 501(c)6 • Sacramento, CA

Profile

Summary Mission:Occupational Therapy Association of California serves, supports, and promotes the profession of occupational therapy and its practitioners.Vision Statement:We envision that occupational therapy is a powerful, widely recognized, science-driven and evidence-based profession with a globally connected and diverse work force meeting society's occupational needs. Core Values:The Occupational Therapy Association of California adheres to the following core values to guide the Association's actions and decisions in pursuing its vision and mission, and carrying out the Strategic Plan.

PO Box 276567Sacramento, CA 95827

www.otaconline.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.26x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.14x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

59th percentile

6.9%

Higher net margin than 59% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

2.5%

Faster revenue growth than 44% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$359,661

Up $45,537 (+14%) from 2017

Liabilities

Up

$92,478

Up $1,864 (+2.1%) from 2017

Net Assets

Up

$267,183

Up $43,673 (+20%) from 2017

Operations
Liabilities / Revenue65th percentileNet Margin59th percentile

Revenue

Up

$684,435

Up $16,417 (+2.5%) from 2017

Expenses

Down

$637,394

Down $100,893 (-14%) from 2017

Net Income

Up

$47,041

Up $117,310 (+167%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $310,734Liabilities 2011: $89,202Net Assets 2011: $221,5322011Assets 2012: $269,806Liabilities 2012: $90,505Net Assets 2012: $179,3012012Assets 2013: $219,861Liabilities 2013: $76,883Net Assets 2013: $142,9782013Assets 2014: $317,077Liabilities 2014: $123,301Net Assets 2014: $193,7762014Assets 2015: $358,270Liabilities 2015: $114,885Net Assets 2015: $243,3852015Assets 2016: $482,534Liabilities 2016: $187,268Net Assets 2016: $295,2662016Assets 2017: $314,124Liabilities 2017: $90,614Net Assets 2017: $223,5102017Assets 2018: $359,661Liabilities 2018: $92,478Net Assets 2018: $267,1832018

Highlighted filing

2018

Assets$359,661
Liabilities$92,478
Net Assets$267,183
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $560,675Expenses 2011: $601,887Net Income 2011: -$41,2122011Revenue 2012: $552,848Expenses 2012: $598,636Net Income 2012: -$45,7882012Revenue 2013: $513,406Expenses 2013: $546,542Net Income 2013: -$33,1362013Revenue 2014: $601,225Expenses 2014: $556,253Net Income 2014: $44,9722014Revenue 2015: $622,283Expenses 2015: $569,811Net Income 2015: $52,4722015Revenue 2016: $647,435Expenses 2016: $597,824Net Income 2016: $49,6112016Revenue 2017: $668,018Expenses 2017: $738,287Net Income 2017: -$70,2692017Revenue 2018: $684,435Expenses 2018: $637,394Net Income 2018: $47,0412018

Highlighted filing

2018

Revenue$684,435
Expenses$637,394
Net Income$47,041
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$359,661
Liabilities
$92,478
Net assets
$267,183
Revenue
$684,435
Expenses
$637,394
Net income
$47,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.92$2.67$6.84$6.37$0.47
2017Summary only. Only limited summary data is available for this year.$3.14$0.91$2.24$6.68$7.38$0.70
2016Summary only. Only limited summary data is available for this year.$4.83$1.87$2.95$6.47$5.98$0.50
2015Detailed filing. Detailed filing data is available for this year.$3.58$1.15$2.43$6.22$5.70$0.52
2014Summary only. Only limited summary data is available for this year.$3.17$1.23$1.94$6.01$5.56$0.45
2013Summary only. Only limited summary data is available for this year.$2.20$0.77$1.43$5.13$5.47$0.33
2012Summary only. Only limited summary data is available for this year.$2.70$0.91$1.79$5.53$5.99$0.46
2011Summary only. Only limited summary data is available for this year.$3.11$0.89$2.22$5.61$6.02$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$684,435
Mission and Program Overview

Mission

Summary Mission:Occupational Therapy Association of California serves, supports, and promotes the profession of occupational therapy and its practitioners.Vision Statement:We envision that occupational therapy is a powerful, widely recognized, science-driven and evidence-based profession with a globally connected and diverse work force meeting society's occupational needs. Core Values:The Occupational Therapy Association of California adheres to the following core values to guide the Association's actions and decisions in pursuing its vision and mission, and carrying out the Strategic Plan.

Occupational Therapy Association of California serves, supports, and promotes the profession of occupational therapy and its practitioners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$149,768$158,546▲ $8,778
Investments in Publicly Traded Securities$141,576$141,530▼ $46
Accounts Receivable$2,417$37,151▲ $34,734
Prepaid Expenses and Deferred Charges$20,363$22,434▲ $2,071
Savings and Temporary Cash Investments-$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-
Total Assets$314,124$359,661▲ $45,537
Other Assets Total-$0-
Liabilities
Deferred Revenue$71,291$68,554▼ $2,737
Accounts Payable and Accrued Expenses$19,323$23,924▲ $4,601
Total Liabilities$90,614$92,478▲ $1,864
Net Assets / Fund Balance
Unrestricted Net Assets$223,510$267,183▲ $43,673
Total Net Assets Fund Balance$223,510$267,183▲ $43,673
Total Liabilities and Net Assets / Fund Balance$314,124$359,661▲ $45,537

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$31,471$31,471
Equipment-$13,993$13,993
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Heather J Kitching OTD OTRLPresident
Bryant Edwards OTD MA OTRLVice President
Becky Crouch OTRLDirector Region 4
Karen PolastriExecutive Director
Marlene Steele COTAL MHAEdRe 2 Director
Cindy Garcia COTALReg 1 Director Elect
Brittney Weinerth MS OTRLRegion Director
Erin Dolin EdD OTRLRegion Director
Ingrid Leu OTD OTRLRegion Director
Gigi Smith PhD OTRL SWC FSecretary
Akemi Davies MA OTRLTreasurer
Lisa Hiestand MS OTRLTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Resource CenterMg't and admin950 Glenn Drive, Folsom, CA 95630$304,898
Revenue and Support

Revenue Composition

Contributions and Grants
$3,724
Program Service Revenue
$668,778
Investment Income
$3,388
Other Revenue
$8,545
All Other Contributions
$3,724
Change in Net Assets
$47,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$637,394
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
Fees for Services Management---$304,898
Conferences and Meetings---$121,659
Fees for Services Lobbying---$64,151
Office Expenses---$36,881
All Other Expenses---$3,710
Other Expenses---$3,563
Fees for Services Accounting---$1,240
Total Functional Expenses$0$0$0$637,394
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
In-house lobbying only
No
Subject to proxy tax
Yes
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
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Management, administrative and accounting services are provided by Association Resource Center, 950 Glenn Drive, Folsom, CA 95630.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“OTAC'S members serve and support the occupational therapy profession in the state of California.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The membership elects the board of directors.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The membership must approve changes to the bylaws.”

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

“Form 990 is prepared by a firm of independent certified public accountants and reviewed by the Association's Executive Director and Treasurer prior to filing.”

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

“Form 990 is available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Occupational Therapy Association of
EIN
95-6139530
Phone
9165677000
Address
PO Box 276567, Sacramento, CA 95827

Signing Officer

Name
Karen Polastri
Title
Executive Director
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Polastri
Formed
1976
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
75

Preparer

Firm
Williams & Olds Professional Corp
Address
900 UNIVERSITY AVENUE SUITE 100, SACRAMENTO, CA 95825-6737
Preparer
Steven J Olds CPA
Phone
9168581680
Raw XML AppendixShowing 400 of 440 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019323
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023924
IRS990/AccountsReceivableGrp/BOYAmt02417
IRS990/AccountsReceivableGrp/EOYAmt037151
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Occupational Therapy Association of California serves, supports, and promotes the profession of occupational therapy and its practitioners.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt03724
IRS990/AllOtherExpensesGrp/TotalAmt03710
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0OTAC
IRS990/BooksInCareOfDetail/PhoneNum09165677000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0950 Glenn Drive Suite 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0Folsom
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0149768
IRS990/CashNonInterestBearingGrp/EOYAmt0158546
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt0121659
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0304898
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0950 Glenn Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Folsom
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095630
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Association Resource Center
IRS990/ContractorCompensationGrp/ServicesDesc0Mg't and admin
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03724
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03388
IRS990/CYOtherExpensesAmt0637394
IRS990/CYOtherRevenueAmt08545
IRS990/CYProgramServiceRevenueAmt0668778
IRS990/CYRevenuesLessExpensesAmt047041
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0637394
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0684435
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt071291
IRS990/DeferredRevenueGrp/EOYAmt068554
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Occupational Therapy Association of California communicates professional and Association information through a variety of communication formats including its digital newsletter (published six times per year), electronic memos such as OTAC News You Can Use, OTAC GAC Alerts, and OTAC Practice Notes (published as relevant or critical information is available), website updates, Facebook and more. Academia and research are integral to the occupational therapy scope of practice, quality of client care, and evidence-based practice and education. The Association supports a collaborative relationship between the occupational therapy's professional Association and academia and research as being imperative to the future of the profession.The Association recognizes and celebrates that OT/OTA students are the bright future of the profession and the Association. In support of its student members, the Association offers benefits that students find particularly valuable including the OTAC Student Leadership Committee and deep discounts to educational conferences.The Association's Annual Conference was held in Sacramento, California during October 2017. The Association offers many valuable benefits to occupational therapy practitioners. Among those benefits are: 1) Free billing consultation through Creative Billing Services. 2) Free participation in the Private Practice Network. 3) Free access to Practice Area Transition Guidelines as well as other publications. 4) Free practice consultations through the Practice, Ethics and Reimbursement Committee. 5) Free access to the OTAC online membership directory making networking easy and convenient. 6) Discounts to OTAC Annual Conference and Annual Spring Symposium
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01240
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt064151
IRS990/FeesForServicesManagementGrp/TotalAmt0304898
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Lisa Hiestand MS OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm1Akemi Davies MA OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm2Bryant Edwards OTD MA OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm3Gigi Smith PhD OTRL SWC F
IRS990/Form990PartVIISectionAGrp/PersonNm4Ingrid Leu OTD OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm5Becky Crouch OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm6Heather J Kitching OTD OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm7Erin Dolin EdD OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm8Marlene Steele COTAL MHAEd
IRS990/Form990PartVIISectionAGrp/PersonNm9Brittney Weinerth MS OTRL
IRS990/Form990PartVIISectionAGrp/PersonNm10Cindy Garcia COTAL
IRS990/Form990PartVIISectionAGrp/PersonNm11Karen Polastri
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Dir. Region 4
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Re 2 Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Reg 1 Dir-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0684435
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03388
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03388
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0141576
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0141530
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt045464
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt045464
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Summary Mission:Occupational Therapy Association of California is the collective voice that serves, supports, and promotes the profession of occupational therapy and its practitioners.Vision Statement:A world where all people participate in meaningful occupations to optimize their life experience. Core Values:The Occupational Therapy Association of California adheres to the following core values to guide the Association's actions and decisions in pursuing its vision and mission, and carrying out the Strategic Plan.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0223510
IRS990/NetAssetsOrFundBalancesEOYAmt0267183
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-1065
IRS990/NetUnrlzdGainsLossesInvstAmt0-3368
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt036881
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Committees
IRS990/OtherExpensesGrp/Desc1Spring Symposium
IRS990/OtherExpensesGrp/Desc2Membership Marketing
IRS990/OtherExpensesGrp/Desc3Regions net expense
IRS990/OtherExpensesGrp/TotalAmt050064
IRS990/OtherExpensesGrp/TotalAmt139671
IRS990/OtherExpensesGrp/TotalAmt211557
IRS990/OtherExpensesGrp/TotalAmt33563
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Advertising
IRS990/OtherRevenueMiscGrp/Desc1Label Sales
IRS990/OtherRevenueMiscGrp/Desc2Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt0559
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07749
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1237
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2559
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt07749
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1237
IRS990/OtherRevenueTotalAmt08545
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020363
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022434
IRS990/PrincipalOfficerNm0Karen Polastri
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/BusinessCd2519100
IRS990/ProgramServiceRevenueGrp/BusinessCd3519100
IRS990/ProgramServiceRevenueGrp/BusinessCd4519100
IRS990/ProgramServiceRevenueGrp/Desc0California Conference
IRS990/ProgramServiceRevenueGrp/Desc1Education Seminars
IRS990/ProgramServiceRevenueGrp/Desc2Job Listing Income
IRS990/ProgramServiceRevenueGrp/Desc3Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc4Spring Symposium
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0241106
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113756
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3325053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt475213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0241106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3325053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt475213
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0931
IRS990/PYInvestmentIncomeAmt03361
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0738287
IRS990/PYOtherRevenueAmt06929
IRS990/PYProgramServiceRevenueAmt0656797
IRS990/PYRevenuesLessExpensesAmt0-70269
IRS990/PYTotalExpensesAmt0738287
IRS990/PYTotalRevenueAmt0668018
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt047041
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013993
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013993
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031471
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031471
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Management, administrative and accounting services are provided by Association Resource Center, 950 Glenn Drive, Folsom, CA 95630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTAC'S members serve and support the occupational therapy profession in the state of California.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The membership elects the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The membership must approve changes to the bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is prepared by a firm of independent certified public accountants and reviewed by the Association's Executive Director and Treasurer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 is available for inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0314124
IRS990/TotalAssetsEOYAmt0359661
IRS990/TotalAssetsGrp/BOYAmt0314124
IRS990/TotalAssetsGrp/EOYAmt0359661
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03724
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0637394
IRS990/TotalGrossUBIAmt07986
IRS990/TotalLiabilitiesBOYAmt090614
IRS990/TotalLiabilitiesEOYAmt092478
IRS990/TotalLiabilitiesGrp/BOYAmt090614
IRS990/TotalLiabilitiesGrp/EOYAmt092478
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223510
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0267183
IRS990/TotalProgramServiceRevenueAmt0668778
IRS990/TotalRevenueGrp/ExclusionAmt03947
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0668778
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0684435
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07986
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0314124
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0359661
IRS990/TravelGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • $500k-$1M nonprofits