OCCUPATIONAL THERAPY ASSOCIATION
Cite this
Plain text OCCUPATIONAL THERAPY ASSOCIATION. Strategy Studio, nonprofit organization profile, tax years 2014–2017. https://strategystudio.org/org/956139530. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). OCCUPATIONAL THERAPY ASSOCIATION [Nonprofit organization profile; tax years 2014–2017]. Retrieved October 20, 2026, from https://strategystudio.org/org/956139530
MLA “OCCUPATIONAL THERAPY ASSOCIATION.” Strategy Studio, tax years 2014–2017, https://strategystudio.org/org/956139530. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2014–2017. Data: Strategy Studio, CC BY 4.0.
2017 · Form 990 · revenue $684K · expenses $637K · assets $360K
- Also known as
- California
- EIN
- 95-6139530
- Address
- 3620 AMERICAN RIVER DR STE 230, SACRAMENTO, CA 95864-5914
- Website
- www.otaconline.org
- NTEE code
- E19
- Subsection
- 501(c)(6)
- Ruling year
- 2025
- Cross-check
- ProPublica Nonprofit Explorer
Mission
Summary 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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 22 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
22 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Lisa Hiestand MS OTRL | Treasurer | 2017 | 1 | $0 reported | 1 |
| Akemi Davies MA OTRL | Treasurer | 2015-2017 | 1 | $0 reported | 1 |
| Bryant Edwards OTD MA OTRL | Vice President | 2014-2017 | 1 | $0 reported | 1 |
| Gigi Smith PhD OTRL SWC F | Secretary | 2017 | 1 | $0 reported | 1 |
| Ingrid Leu OTD OTRL | Region Director | 2017 | 1 | $0 reported | 1 |
| Becky Crouch OTRL | Dir. Region 4 | 2014-2017 | 1 | $0 reported | 1 |
| Heather J Kitching OTD OTRL | President | 2015-2017 | 1 | $0 reported | 1 |
| Erin Dolin EdD OTRL | Region Director | 2017 | 1 | $0 reported | 1 |
| Marlene Steele COTAL MHAEd | Re 2 Director | 2015-2017 | 1 | $0 reported | 1 |
| Brittney Weinerth MS OTRL | Region Director | 2016-2017 | 1 | $0 reported | 1 |
| Cindy Garcia COTAL | Reg 1 Dir-Elect | 2015-2017 | 1 | $0 reported | 1 |
| Karen Polastri | Executive Dir. | 2014-2017 | 40 | $0 reported | 1 |
| Luis Arabit OTD MS OTRL CNDT (former) | Vice President | 2015-2016 | 1 | $0 reported | 1 |
| Valerie Admas MA OTRL (former) | Reg 2 Dir Elect | 2016 | 1 | $0 reported | 1 |
| Celso Delgado Jr OTD OTRL (former) | Region 2 Dir | 2014-2016 | 1 | $0 reported | 1 |
| Christopher Goffredo MOT OTD (former) | Region 1 Dir | 2014-2015 | 1 | $0 reported | 1 |
| Stephanie Foster PhD OTRL (former) | Region 3 Dir | 2014-2015 | 1 | $0 reported | 1 |
| Patricia Nagaishi PhD OTRL (former) | President | 2014-2015 | 1 | $0 reported | 1 |
| Karen Leigh MS OTRL CPRP (former) | Treasurer | 2014-2015 | 1 | $0 reported | 1 |
| Guy McCormack PhD OTRL (former) | Vice President | 2014 | 1 | $0 reported | 1 |
| Babak Amali OTRL (former) | Re 5 Director | 2014 | 1 | $0 reported | 1 |
| Chantelle Rice CDE OTD (former) | Region 2 Dir | 2014 | 1 | $0 reported | 1 |
People by year
2017 · 12 people listed · none paid · 0 employees · 75 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lisa Hiestand MS OTRL | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Akemi Davies MA OTRL | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Bryant Edwards OTD MA OTRL | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| Gigi Smith PhD OTRL SWC F | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Ingrid Leu OTD OTRL | Region Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Becky Crouch OTRL | Dir. Region 4 | 1 | $0 | $0 | $0 | $0 | 1 |
| Heather J Kitching OTD OTRL | President | 1 | $0 | $0 | $0 | $0 | 1 |
| Erin Dolin EdD OTRL | Region Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Marlene Steele COTAL MHAEd | Re 2 Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Brittney Weinerth MS OTRL | Region Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cindy Garcia COTAL | Reg 1 Dir-Elect | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Polastri | Executive Dir. | 40 | $0 | $0 | $0 | $0 | 1 |
2016 · 11 people listed · none paid · 0 employees · 75 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Akemi Davies MA OTRL | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Bryant Edwards OTD MA OTRL | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Becky Crouch OTRL | Dir. Region 4 | 1 | $0 | $0 | $0 | $0 | 1 |
| Heather J Kitching OTD OTRL | President | 1 | $0 | $0 | $0 | $0 | 1 |
| Luis Arabit OTD MS OTRL CNDT | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| Marlene Steele COTAL MHAEd | Re 5 Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Valerie Admas MA OTRL | Reg 2 Dir Elect | 1 | $0 | $0 | $0 | $0 | 1 |
| Celso Delgado Jr OTD OTRL | Region 2 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Brittney Weinerth MS OTRL | Region Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cindy Garcia COTAL | Reg 1 Dir-Elect | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Polastri | Executive Dir. | 40 | $0 | $0 | $0 | $0 | 1 |
2015 · 13 people listed · none paid · 0 employees · 75 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Goffredo MOT OTD | Region 1 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Akemi Davies MA OTRL | Treasurer-Elect | 0 | $0 | $0 | $0 | $0 | 1 |
| Bryant Edwards OTD MA OTRL | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephanie Foster PhD OTRL | Region 3 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Patricia Nagaishi PhD OTRL | President | 1 | $0 | $0 | $0 | $0 | 1 |
| Becky Crouch OTRL | Dir. Region 4 | 1 | $0 | $0 | $0 | $0 | 1 |
| Heather J Kitching OTD OTRL | President-Elect | 0 | $0 | $0 | $0 | $0 | 1 |
| Luis Arabit OTD MS OTRL CNDT | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Leigh MS OTRL CPRP | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Marlene Steele COTAL MHAEd | Re 5 Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Celso Delgado Jr OTD OTRL | Region 2 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Cindy Garcia COTAL | Reg 1 Dir-Elect | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Polastri | Executive Dir. | 40 | $0 | $0 | $0 | $0 | 1 |
2014 · 11 people listed · none paid · 0 employees · 250 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Goffredo MOT OTD | Region 1 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Bryant Edwards OTD MA OTRL | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephanie Foster PhD OTRL | Region 3 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Patricia Nagaishi PhD OTRL | President | 1 | $0 | $0 | $0 | $0 | 1 |
| Becky Crouch OTRL | Dir. Region 4 | 1 | $0 | $0 | $0 | $0 | 1 |
| Guy McCormack PhD OTRL | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Leigh MS OTRL CPRP | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Babak Amali OTRL | Re 5 Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Chantelle Rice CDE OTD | Region 2 Dir | 1 | $0 | $0 | $0 | $0 | 1 |
| Celso Delgado Jr OTD OTRL | Reg 2 Dir-Elect | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Polastri | Executive Dir. | 40 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2017 · 1 contractor · $305K
| Name | Location | Service | Paid |
|---|---|---|---|
| Association Resource Center | Folsom, CA | Mg't and admin | $304,898 |
2016 · 1 contractor · $309K
| Name | Location | Service | Paid |
|---|---|---|---|
| Association Resource Center | Folsom, CA | Mg't and admin | $309,346 |
2015 · 1 contractor · $296K
| Name | Location | Service | Paid |
|---|---|---|---|
| Association Resource Center | Folsom, CA | Mg't and admin | $295,735 |
2014 · 1 contractor · $295K
| Name | Location | Service | Paid |
|---|---|---|---|
| Association Resource Center | Folsom, CA | Mg't and admin | $294,732 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2017 · Form 990 | ||||||||
| $684,435 | $637,394 | $359,661 | $267,183 | $3,724 | $668,778 | $0 | 0 | 75 |
| 2016 · Form 990 | ||||||||
| $668,018 | $738,287 | $314,124 | $223,510 | $931 | $656,797 | $0 | 0 | 75 |
| 2015 · Form 990 | ||||||||
| $647,435 | $597,824 | $482,534 | $295,266 | $647 | $628,682 | $0 | 0 | 75 |
| 2014 · Form 990 | ||||||||
| $622,283 | $569,811 | $358,270 | $243,385 | $722 | $604,789 | $0 | 0 | 250 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C | CA | E19 | $775,628 | $2,754,688 | EVP & CFO | $5,004,087 | Same NTEE code E19, revenue within 2x, same state |
| INSURE THE UNINSURED PROJECT | CA | E19 | $555,022 | $1,282,608 | Executive Dir. | $210,000 | Same NTEE code E19, revenue within 2x, same state |
| OUR HEROES DREAMS | CA | E19 | $530,983 | $473,781 | Vice President | $7,500 | Same NTEE code E19, revenue within 2x, same state |
| DEEP MEDICINE CIRCLE | CA | E19 | $794,089 | $1,385,541 | Executive Dir. | $91,250 | Same NTEE code E19, revenue within 2x, same state |
| BRAIN RECOVERY PROJECT | CA | E19 | $432,363 | $337,797 | PRESIDENT AND CEO | $46,673 | Same NTEE code E19, revenue within 2x, same state |
| OIC HOLDING CORP | CA | E19 | $362,703 | $2,886,934 | PRESIDENT & CEO | $1,014,735 | Same NTEE code E19, revenue within 2x, same state |
| TVHC FACILITIES II INC | CA | E19 | $827,128 | $307,798 | Board Member | $0 | Same NTEE code E19, revenue within 2x, same state |
| AMPLA HEALTH MARYSVILLE QALICB | CA | E19 | $379,996 | $239,444 | Director | $634,558 | Same NTEE code E19, revenue within 2x, same state |
| ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVES | DC | E19 | $435,164 | $425,512 | BOARD MEMBER | $0 | Same NTEE code E19, revenue within 2x |
| MOBILE HEALTH CLINICS ASSOCIATION | MO | E19 | $1,259,876 | $1,350,154 | EXECUTIVE DIRECTOR | $144,633 | Same NTEE code E19, revenue within 2x |
| THE JACKSON CHANCE FOUNDATION | IL | E19 | $723,495 | $493,216 | DIRECTOR | $110,031 | Same NTEE code E19, revenue within 2x |
| LAFAYETTE GENERAL FOUNDATION INC | LA | E19 | $860,798 | $832,528 | EX OFFICIO (NON VOTING) | $1,218,547 | Same NTEE code E19, revenue within 2x |
| CONGRESS OF NEUROLOGICAL SURGEONS FOUNDATION INC | IL | E19 | $433,680 | $931,101 | CHIEF EXECUTIVE OFFICER- CNS | $804,743 | Same NTEE code E19, revenue within 2x |
| AMERICAS TOOTHFAIRY NATIONAL CHILDRENS ORAL HEALTH FOUNDATION | NC | E19 | $1,103,269 | $1,170,119 | EXECUTIVE DIRECTOR | $190,345 | Same NTEE code E19, revenue within 2x |
| GOOD SAMARITAN HEALTH SERVICES FOUNDATION OF LEBANON PA | PA | E19 | $637,158 | $601,183 | PRESIDENT & CEO - WELLSPAN HEALTH | $3,176,598 | Same NTEE code E19, revenue within 2x |
| ALAMANCE COMMUNITY & HEALTH FOUNDATION INC | NC | E19 | $877,684 | $952,766 | PRESIDENT | $260,645 | Same NTEE code E19, revenue within 2x |
| JORDAN THOMAS FOUNDATION INC | TN | E19 | $1,132,304 | $824,982 | INTERIM EXEC DIRECTOR | $100,531 | Same NTEE code E19, revenue within 2x |
| ALLIANCE OF COMMUNITY HEALTH PLANS FOUNDATION INC | DC | E19 | $1,263,361 | $1,299,943 | PRESIDENT & CEO | $853,424 | Same NTEE code E19, revenue within 2x |
| HEALTH CARE TRANSFORMATION TASK FORCE INC | DC | E19 | $1,063,082 | $812,853 | EXECUTIVE DIRECTOR (THRU 10/2024) | $376,996 | Same NTEE code E19, revenue within 2x |
| HISPANIC HEALTH COALITION OF GEORGIA INC | GA | E19 | $583,130 | $447,440 | VICE-CHAIR | $0 | Same NTEE code E19, revenue within 2x |
| ALLSTON BRIGHTON JMS CORPORATION | MA | E19 | $347,000 | $667,336 | PRESIDENT AND BOARD MEM. (UNTIL 12/24) | $281,442 | Same NTEE code E19, revenue within 2x |
| ESPERANZA HEALTH CENTER SUPPORT CORPORATION | PA | E19 | $1,257,697 | $1,256,601 | CHIEF EXECUTIVE OFFICER | $194,186 | Same NTEE code E19, revenue within 2x |
| COATESVILLE HEALTH DEVELOPMENTCORPORATION | PA | E19 | $426,003 | $475,667 | DIRECTOR | $0 | Same NTEE code E19, revenue within 2x |
| BMC INTEGRATED CARE SERVICES INC | MA | E19 | $462,352 | $162,190 | DIRECTOR | $1,949,276 | Same NTEE code E19, revenue within 2x |
| AURORA AFRICAN AMERICAN HEALTH COALITION | IL | E19 | $737,774 | $763,060 | President | $0 | Same NTEE code E19, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2017 · Form 990 · $637,394 spent · pay $0 · grants $0 · events $121,659
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $304,898 | - | - | - | 47.8% | |
| Conferences, conventions and meetings | $121,659 | - | - | - | 19.1% | |
| Fees: lobbying | $64,151 | - | - | - | 10.1% | |
| Other (as described) | Committees | $50,064 | - | - | - | 7.9% |
| Other (as described) | Spring Symposium | $39,671 | - | - | - | 6.2% |
| Office expenses | $36,881 | - | - | - | 5.8% | |
| Other (as described) | Membership Marketing | $11,557 | - | - | - | 1.8% |
| All other expenses | $3,710 | - | - | - | 0.6% | |
| Other (as described) | Regions net expense | $3,563 | - | - | - | 0.6% |
| Fees: accounting | $1,240 | - | - | - | 0.2% | |
| Total | $637,394 | 100% |
2016 · Form 990 · $738,287 spent · pay $0 · grants $0 · events $121,045
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $309,346 | - | - | - | 41.9% | |
| Conferences, conventions and meetings | $121,045 | - | - | - | 16.4% | |
| Other (as described) | Net Centennial Vision | $113,911 | - | - | - | 15.4% |
| Fees: lobbying | $65,227 | - | - | - | 8.8% | |
| Office expenses | $40,135 | - | - | - | 5.4% | |
| Other (as described) | Spring Symposium | $36,092 | - | - | - | 4.9% |
| Other (as described) | Committees | $36,060 | - | - | - | 4.9% |
| Other (as described) | Membership Marketing | $13,578 | - | - | - | 1.8% |
| All other expenses | $1,698 | - | - | - | 0.2% | |
| Fees: accounting | $1,195 | - | - | - | 0.2% | |
| Total | $738,287 | 100% |
2015 · Form 990 · $597,824 spent · pay $0 · grants $0 · events $108,690
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $295,735 | - | - | - | 49.5% | |
| Conferences, conventions and meetings | $108,690 | - | - | - | 18.2% | |
| Fees: lobbying | $55,000 | - | - | - | 9.2% | |
| Other (as described) | Committees | $47,557 | - | - | - | 8.0% |
| Other (as described) | Spring Symposium | $39,866 | - | - | - | 6.7% |
| Office expenses | $36,199 | - | - | - | 6.1% | |
| Other (as described) | Membership Marketing | $10,739 | - | - | - | 1.8% |
| Other (as described) | Regions net expense | $2,073 | - | - | - | 0.3% |
| Fees: accounting | $1,165 | - | - | - | 0.2% | |
| All other expenses | $800 | - | - | - | 0.1% | |
| Total | $597,824 | 100% |
2014 · Form 990 · $569,811 spent · pay $0 · grants $0 · events $100,599
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $294,732 | - | - | - | 51.7% | |
| Conferences, conventions and meetings | $100,599 | - | - | - | 17.7% | |
| Fees: lobbying | $49,500 | - | - | - | 8.7% | |
| Other (as described) | Spring Symposium | $38,927 | - | - | - | 6.8% |
| Office expenses | $33,361 | - | - | - | 5.9% | |
| Other (as described) | Officers | $28,927 | - | - | - | 5.1% |
| All other expenses | $12,843 | - | - | - | 2.3% | |
| Other (as described) | Committees | $5,002 | - | - | - | 0.9% |
| Other (as described) | Membership Marketing | $4,770 | - | - | - | 0.8% |
| Fees: accounting | $1,150 | - | - | - | 0.2% | |
| Total | $569,811 | 100% |