Civic Intelligence

Occupational Therapy Association of California

990 • Fiscal year 2016 • EIN 95-6139530

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.otaconline.org
PO Box 276567Sacramento, CA 95827

(916) 567-7000

Siviq Scores

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

Liabilities / Assets

80th percentile

0.39x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.29x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

64th percentile

7.7%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

89th percentile

35%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

4.0%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Flat

$482,534

Flat from 2016

Net Assets

Flat

$295,266

Flat from 2016

Liabilities

Flat

$187,268

Flat from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin64th percentile

Revenue

Flat

$647,435

Flat from 2016

Expenses

Flat

$597,824

Flat from 2016

Net Income

Flat

$49,611

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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 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

2016

Assets$482,534
Liabilities$187,268
Net Assets$295,266
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2016

Revenue$647,435
Expenses$597,824
Net Income$49,611
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$647,435
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
Savings and Temporary Cash Investments$155,212$195,339▲ $40,127
Investments in Publicly Traded Securities$132,958$139,720▲ $6,762
Cash and Non-Interest-Bearing Accounts$48,206$118,652▲ $70,446
Prepaid Expenses and Deferred Charges$21,066$21,211▲ $145
Accounts Receivable$828$7,611▲ $6,783
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$358,270$482,534▲ $124,264
Other Assets Total-$1-
Liabilities
Deferred Revenue$98,509$164,340▲ $65,831
Accounts Payable and Accrued Expenses$16,376$22,928▲ $6,552
Total Liabilities$114,885$187,268▲ $72,383
Net Assets / Fund Balance
Unrestricted Net Assets$243,385$295,266▲ $51,881
Total Net Assets Fund Balance$243,385$295,266▲ $51,881
Total Liabilities and Net Assets / Fund Balance$358,270$482,534▲ $124,264

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$31,471$31,471
Equipment-$13,993$13,993
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Patricia Nagaishi PhD OTRLPresident
Heather J Kitching OTD OTRLPresident-Elect
Luis Arabit OTD MS OTRL CNDTVice President
Becky Crouch OTRLDirector Region 4
Karen PolastriExecutive Director
Marlene Steele COTAL MHAEdRe 5 Director
Cindy Garcia COTALReg 1 Director Elect
Christopher Goffredo MOT OTDRegion 1 Director
Celso Delgado Jr OTD OTRLRegion 2 Director
Stephanie Foster PhD OTRLRegion 3 Director
Bryant Edwards OTD MA OTRLSecretary
Karen Leigh MS OTRL CPRPTreasurer
Akemi Davies MA OTRLTreasurer-Elect

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Resource CenterMg't and admin950 Glenn Drive, Folsom, CA 95630$295,735
Revenue and Support

Revenue Composition

Contributions and Grants
$647
Program Service Revenue
$628,682
Investment Income
$4,619
Other Revenue
$13,487
All Other Contributions
$647
Change in Net Assets
$49,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$597,824
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---$295,735
Conferences and Meetings---$108,690
Fees for Services Lobbying---$55,000
Office Expenses---$36,199
Other Expenses---$2,073
Fees for Services Accounting---$1,165
All Other Expenses---$800
Total Functional Expenses$0$0$0$597,824
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
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
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Nagaishi PhD OTRL
Formed
1976
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
75

Preparer

Firm
Williams & Olds Cpas
Address
900 UNIVERSITY AVENUE SUITE 100, SACRAMENTO, CA 95825-6737
Preparer
Steven J Olds CPA
Phone
9168581680
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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 39th Annual Conference was held in Sacramento, California during October 2015. 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
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IRS990/MissionDesc0Summary 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.
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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
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$482,534
Liabilities
$187,268
Net assets
$295,266
Revenue
$647,435
Expenses
$597,824
Net income
$49,611
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
2016Detailed filing. Detailed filing data is available for this year.$4.83$1.87$2.95$6.47$5.98$0.50
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