Civic Intelligence

Occupational Therapy Association of California

990 • Fiscal year 2017 • EIN 95-6139530

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

75th percentile

0.29x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.14x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

4th percentile

-35%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

3.2%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Flat

$314,124

Flat from 2017

Net Assets

Flat

$223,510

Flat from 2017

Liabilities

Flat

$90,614

Flat from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Flat

$668,018

Flat from 2017

Expenses

Flat

$738,287

Flat from 2017

Net Income

Flat

-$70,269

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th 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 2017: $314,124Liabilities 2017: $90,614Net Assets 2017: $223,5102017Assets 2017: $314,124Liabilities 2017: $90,614Net Assets 2017: $223,5102017Assets 2018: $359,661Liabilities 2018: $92,478Net Assets 2018: $267,1832018

Highlighted filing

2017

Assets$314,124
Liabilities$90,614
Net Assets$223,510
Open 2017 Filing

Operations Trend

Revenue Growth51st 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 2017: $668,018Expenses 2017: $738,287Net Income 2017: -$70,2692017Revenue 2017: $668,018Expenses 2017: $738,287Net Income 2017: -$70,2692017Revenue 2018: $684,435Expenses 2018: $637,394Net Income 2018: $47,0412018

Highlighted filing

2017

Revenue$668,018
Expenses$738,287
Net Income-$70,269
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$668,018
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$195,339$0▼ $195,339
Cash and Non-Interest-Bearing Accounts$118,652$149,768▲ $31,116
Investments in Publicly Traded Securities$139,720$141,576▲ $1,856
Prepaid Expenses and Deferred Charges$21,211$20,363▼ $848
Accounts Receivable$7,611$2,416▼ $5,195
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$482,534$314,124▼ $168,410
Other Assets Total$1$1→ $0
Liabilities
Deferred Revenue$164,340$71,291▼ $93,049
Accounts Payable and Accrued Expenses$22,928$19,323▼ $3,605
Total Liabilities$187,268$90,614▼ $96,654
Net Assets / Fund Balance
Unrestricted Net Assets$295,266$223,510▼ $71,756
Total Net Assets Fund Balance$295,266$223,510▼ $71,756
Total Liabilities and Net Assets / Fund Balance$482,534$314,124▼ $168,410

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$31,471$31,471
Equipment-$13,993$13,993
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Heather J Kitching OTD OTRLPresident
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
Valerie Admas MA OTRLReg 2 Director Elect
Celso Delgado Jr OTD OTRLRegion 2 Director
Brittney Weinerth MS OTRLRegion Director
Bryant Edwards OTD MA OTRLSecretary
Akemi Davies MA OTRLTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Resource CenterMg't and admin950 Glenn Drive, Folsom, CA 95630$309,346
Revenue and Support

Revenue Composition

Contributions and Grants
$931
Program Service Revenue
$656,797
Investment Income
$3,361
Other Revenue
$6,929
All Other Contributions
$931
Change in Net Assets
$-70,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$738,287
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---$309,346
Conferences and Meetings---$121,045
Fees for Services Lobbying---$65,227
Office Expenses---$40,135
Other Expenses---$13,578
All Other Expenses---$1,698
Fees for Services Accounting---$1,195
Total Functional Expenses$0$0$0$738,287
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
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Polastri
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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-1163
IRS990/NetUnrlzdGainsLossesInvstAmt0-1487
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt040135
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Net Centennial Vision
IRS990/OtherExpensesGrp/Desc1Spring Symposium
IRS990/OtherExpensesGrp/Desc2Committees
IRS990/OtherExpensesGrp/Desc3Membership Marketing
IRS990/OtherExpensesGrp/TotalAmt0113911
IRS990/OtherExpensesGrp/TotalAmt136092
IRS990/OtherExpensesGrp/TotalAmt236060
IRS990/OtherExpensesGrp/TotalAmt313578
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Advertising
IRS990/OtherRevenueMiscGrp/Desc1Label Sales
IRS990/OtherRevenueMiscGrp/Desc2Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt0341
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05632
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1956
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2341
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt05632
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1956
IRS990/OtherRevenueTotalAmt06929
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021211
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020363
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/RelatedOrExemptFuncIncomeAmt0263843
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1898
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215276
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3311138
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt465642
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0263843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1898
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3311138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt465642
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0647
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04619
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0597824
IRS990/PYOtherRevenueAmt013487
IRS990/PYProgramServiceRevenueAmt0628682
IRS990/PYRevenuesLessExpensesAmt049611
IRS990/PYTotalExpensesAmt0597824
IRS990/PYTotalRevenueAmt0647435
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-70269
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195339
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/TotalAssetsBOYAmt0482534
IRS990/TotalAssetsEOYAmt0314124
IRS990/TotalAssetsGrp/BOYAmt0482534
IRS990/TotalAssetsGrp/EOYAmt0314124
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0931
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0738287
IRS990/TotalGrossUBIAmt06588
IRS990/TotalLiabilitiesBOYAmt0187268
IRS990/TotalLiabilitiesEOYAmt090614
IRS990/TotalLiabilitiesGrp/BOYAmt0187268
IRS990/TotalLiabilitiesGrp/EOYAmt090614
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0295266
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0223510
IRS990/TotalProgramServiceRevenueAmt0656797
IRS990/TotalRevenueGrp/ExclusionAmt03702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0656797
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0668018
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06588
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0482534
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0314124
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,124
Liabilities
$90,614
Net assets
$223,510
Revenue
$668,018
Expenses
$738,287
Net income
-$70,269
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
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.91$2.24$6.68$7.38$0.70
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