STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Lisa Hiestand MS OTRL Treasurer2017 1 $0 reported 1
Akemi Davies MA OTRL Treasurer2015-2017 1 $0 reported 1
Bryant Edwards OTD MA OTRL Vice President2014-2017 1 $0 reported 1
Gigi Smith PhD OTRL SWC F Secretary2017 1 $0 reported 1
Ingrid Leu OTD OTRL Region Director2017 1 $0 reported 1
Becky Crouch OTRL Dir. Region 42014-2017 1 $0 reported 1
Heather J Kitching OTD OTRL President2015-2017 1 $0 reported 1
Erin Dolin EdD OTRL Region Director2017 1 $0 reported 1
Marlene Steele COTAL MHAEd Re 2 Director2015-2017 1 $0 reported 1
Brittney Weinerth MS OTRL Region Director2016-2017 1 $0 reported 1
Cindy Garcia COTAL Reg 1 Dir-Elect2015-2017 1 $0 reported 1
Karen Polastri Executive Dir.2014-2017 40 $0 reported 1
Luis Arabit OTD MS OTRL CNDT (former) Vice President2015-2016 1 $0 reported 1
Valerie Admas MA OTRL (former) Reg 2 Dir Elect2016 1 $0 reported 1
Celso Delgado Jr OTD OTRL (former) Region 2 Dir2014-2016 1 $0 reported 1
Christopher Goffredo MOT OTD (former) Region 1 Dir2014-2015 1 $0 reported 1
Stephanie Foster PhD OTRL (former) Region 3 Dir2014-2015 1 $0 reported 1
Patricia Nagaishi PhD OTRL (former) President2014-2015 1 $0 reported 1
Karen Leigh MS OTRL CPRP (former) Treasurer2014-2015 1 $0 reported 1
Guy McCormack PhD OTRL (former) Vice President2014 1 $0 reported 1
Babak Amali OTRL (former) Re 5 Director2014 1 $0 reported 1
Chantelle Rice CDE OTD (former) Region 2 Dir2014 1 $0 reported 1

People by year

2017 · 12 people listed · none paid · 0 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lisa Hiestand MS OTRL Treasurer1 $0$0$0 $01
Akemi Davies MA OTRL Treasurer1 $0$0$0 $01
Bryant Edwards OTD MA OTRL Vice President1 $0$0$0 $01
Gigi Smith PhD OTRL SWC F Secretary1 $0$0$0 $01
Ingrid Leu OTD OTRL Region Director1 $0$0$0 $01
Becky Crouch OTRL Dir. Region 41 $0$0$0 $01
Heather J Kitching OTD OTRL President1 $0$0$0 $01
Erin Dolin EdD OTRL Region Director1 $0$0$0 $01
Marlene Steele COTAL MHAEd Re 2 Director1 $0$0$0 $01
Brittney Weinerth MS OTRL Region Director1 $0$0$0 $01
Cindy Garcia COTAL Reg 1 Dir-Elect1 $0$0$0 $01
Karen Polastri Executive Dir.40 $0$0$0 $01
2016 · 11 people listed · none paid · 0 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Akemi Davies MA OTRL Treasurer1 $0$0$0 $01
Bryant Edwards OTD MA OTRL Secretary1 $0$0$0 $01
Becky Crouch OTRL Dir. Region 41 $0$0$0 $01
Heather J Kitching OTD OTRL President1 $0$0$0 $01
Luis Arabit OTD MS OTRL CNDT Vice President1 $0$0$0 $01
Marlene Steele COTAL MHAEd Re 5 Director1 $0$0$0 $01
Valerie Admas MA OTRL Reg 2 Dir Elect1 $0$0$0 $01
Celso Delgado Jr OTD OTRL Region 2 Dir1 $0$0$0 $01
Brittney Weinerth MS OTRL Region Director1 $0$0$0 $01
Cindy Garcia COTAL Reg 1 Dir-Elect1 $0$0$0 $01
Karen Polastri Executive Dir.40 $0$0$0 $01
2015 · 13 people listed · none paid · 0 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christopher Goffredo MOT OTD Region 1 Dir1 $0$0$0 $01
Akemi Davies MA OTRL Treasurer-Elect0 $0$0$0 $01
Bryant Edwards OTD MA OTRL Secretary1 $0$0$0 $01
Stephanie Foster PhD OTRL Region 3 Dir1 $0$0$0 $01
Patricia Nagaishi PhD OTRL President1 $0$0$0 $01
Becky Crouch OTRL Dir. Region 41 $0$0$0 $01
Heather J Kitching OTD OTRL President-Elect0 $0$0$0 $01
Luis Arabit OTD MS OTRL CNDT Vice President1 $0$0$0 $01
Karen Leigh MS OTRL CPRP Treasurer1 $0$0$0 $01
Marlene Steele COTAL MHAEd Re 5 Director1 $0$0$0 $01
Celso Delgado Jr OTD OTRL Region 2 Dir1 $0$0$0 $01
Cindy Garcia COTAL Reg 1 Dir-Elect1 $0$0$0 $01
Karen Polastri Executive Dir.40 $0$0$0 $01
2014 · 11 people listed · none paid · 0 employees · 250 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Christopher Goffredo MOT OTD Region 1 Dir1 $0$0$0 $01
Bryant Edwards OTD MA OTRL Secretary1 $0$0$0 $01
Stephanie Foster PhD OTRL Region 3 Dir1 $0$0$0 $01
Patricia Nagaishi PhD OTRL President1 $0$0$0 $01
Becky Crouch OTRL Dir. Region 41 $0$0$0 $01
Guy McCormack PhD OTRL Vice President1 $0$0$0 $01
Karen Leigh MS OTRL CPRP Treasurer1 $0$0$0 $01
Babak Amali OTRL Re 5 Director1 $0$0$0 $01
Chantelle Rice CDE OTD Region 2 Dir1 $0$0$0 $01
Celso Delgado Jr OTD OTRL Reg 2 Dir-Elect1 $0$0$0 $01
Karen Polastri Executive Dir.40 $0$0$0 $01

Highest-paid independent contractors

2017 · 1 contractor · $305K
NameLocationServicePaid
Association Resource CenterFolsom, CAMg't and admin$304,898
2016 · 1 contractor · $309K
NameLocationServicePaid
Association Resource CenterFolsom, CAMg't and admin$309,346
2015 · 1 contractor · $296K
NameLocationServicePaid
Association Resource CenterFolsom, CAMg't and admin$295,735
2014 · 1 contractor · $295K
NameLocationServicePaid
Association Resource CenterFolsom, CAMg'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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$684,435$637,394 $359,661$267,183 $3,724$668,778 $0075
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$668,018$738,287 $314,124$223,510 $931$656,797 $0075
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$647,435$597,824 $482,534$295,266 $647$628,682 $0075
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$622,283$569,811 $358,270$243,385 $722$604,789 $00250

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH CCAE19 $775,628$2,754,688 EVP & CFO$5,004,087 Same NTEE code E19, revenue within 2x, same state
INSURE THE UNINSURED PROJECTCAE19 $555,022$1,282,608 Executive Dir.$210,000 Same NTEE code E19, revenue within 2x, same state
OUR HEROES DREAMSCAE19 $530,983$473,781 Vice President$7,500 Same NTEE code E19, revenue within 2x, same state
DEEP MEDICINE CIRCLECAE19 $794,089$1,385,541 Executive Dir.$91,250 Same NTEE code E19, revenue within 2x, same state
BRAIN RECOVERY PROJECTCAE19 $432,363$337,797 PRESIDENT AND CEO$46,673 Same NTEE code E19, revenue within 2x, same state
OIC HOLDING CORPCAE19 $362,703$2,886,934 PRESIDENT & CEO$1,014,735 Same NTEE code E19, revenue within 2x, same state
TVHC FACILITIES II INCCAE19 $827,128$307,798 Board Member$0 Same NTEE code E19, revenue within 2x, same state
AMPLA HEALTH MARYSVILLE QALICBCAE19 $379,996$239,444 Director$634,558 Same NTEE code E19, revenue within 2x, same state
ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVESDCE19 $435,164$425,512 BOARD MEMBER$0 Same NTEE code E19, revenue within 2x
MOBILE HEALTH CLINICS ASSOCIATIONMOE19 $1,259,876$1,350,154 EXECUTIVE DIRECTOR$144,633 Same NTEE code E19, revenue within 2x
THE JACKSON CHANCE FOUNDATIONILE19 $723,495$493,216 DIRECTOR$110,031 Same NTEE code E19, revenue within 2x
LAFAYETTE GENERAL FOUNDATION INCLAE19 $860,798$832,528 EX OFFICIO (NON VOTING)$1,218,547 Same NTEE code E19, revenue within 2x
CONGRESS OF NEUROLOGICAL SURGEONS FOUNDATION INCILE19 $433,680$931,101 CHIEF EXECUTIVE OFFICER- CNS$804,743 Same NTEE code E19, revenue within 2x
AMERICAS TOOTHFAIRY NATIONAL CHILDRENS ORAL HEALTH FOUNDATIONNCE19 $1,103,269$1,170,119 EXECUTIVE DIRECTOR$190,345 Same NTEE code E19, revenue within 2x
GOOD SAMARITAN HEALTH SERVICES FOUNDATION OF LEBANON PAPAE19 $637,158$601,183 PRESIDENT & CEO - WELLSPAN HEALTH$3,176,598 Same NTEE code E19, revenue within 2x
ALAMANCE COMMUNITY & HEALTH FOUNDATION INCNCE19 $877,684$952,766 PRESIDENT$260,645 Same NTEE code E19, revenue within 2x
JORDAN THOMAS FOUNDATION INCTNE19 $1,132,304$824,982 INTERIM EXEC DIRECTOR$100,531 Same NTEE code E19, revenue within 2x
ALLIANCE OF COMMUNITY HEALTH PLANS FOUNDATION INCDCE19 $1,263,361$1,299,943 PRESIDENT & CEO$853,424 Same NTEE code E19, revenue within 2x
HEALTH CARE TRANSFORMATION TASK FORCE INCDCE19 $1,063,082$812,853 EXECUTIVE DIRECTOR (THRU 10/2024)$376,996 Same NTEE code E19, revenue within 2x
HISPANIC HEALTH COALITION OF GEORGIA INCGAE19 $583,130$447,440 VICE-CHAIR$0 Same NTEE code E19, revenue within 2x
ALLSTON BRIGHTON JMS CORPORATIONMAE19 $347,000$667,336 PRESIDENT AND BOARD MEM. (UNTIL 12/24)$281,442 Same NTEE code E19, revenue within 2x
ESPERANZA HEALTH CENTER SUPPORT CORPORATIONPAE19 $1,257,697$1,256,601 CHIEF EXECUTIVE OFFICER$194,186 Same NTEE code E19, revenue within 2x
COATESVILLE HEALTH DEVELOPMENTCORPORATIONPAE19 $426,003$475,667 DIRECTOR$0 Same NTEE code E19, revenue within 2x
BMC INTEGRATED CARE SERVICES INCMAE19 $462,352$162,190 DIRECTOR$1,949,276 Same NTEE code E19, revenue within 2x
AURORA AFRICAN AMERICAN HEALTH COALITIONILE19 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE CALIFORNIA ENDOWMENT Private foundation$3,862,95830 22011–2024 INSURE THE UNINSURED PROJECT; COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY
ENDOWMENT FOR HEALTH INC Private foundation$3,682,721113 12015–2023 HEALTH STRATEGIES OF NEW HAMPSHIREINC
GATES FOUNDATION Private foundation$2,997,3256 12019–2024 REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,574,77549 152016–2024 50 LEGS IN 50 DAYS INC; AMERICAS TOOTHFAIRY NATIONAL CHILDRENS ORAL HEALTH FOUNDATION; KENYARELIEF ORG; LEGACY EQUINE ASSISTED SERVICES NFP and 11 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,138,00049 122014–2024 BRAIN RECOVERY PROJECT; HAIRTOSTAY; LOS ANGELES COUNTY USC MEDICAL CENTER AUXILIARY; CONGRESS OF NEUROLOGICAL SURGEONS FOUNDATION INC and 8 more
THE SUSAN THOMPSON BUFFETT FOUNDATION Private foundation$1,810,4295 12019–2024 REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
THE CALIFORNIA WELLNESS FOUNDATION Private foundation$1,580,0008 32015–2024 INSURE THE UNINSURED PROJECT; COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY; REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
LEONA M & HARRY B HELMSLEY CHARITABLE TRUST Private foundation$1,539,3493 12023–2024 ALLIANCE OF COMMUNITY HEALTH PLANS FOUNDATION INC
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$1,420,0009 22012–2024 INSURE THE UNINSURED PROJECT; COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY
EDUCATIONAL FOUNDATION OF AMERICA Private foundation$1,205,00010 12020–2024 REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
ONEOC DAF sponsor$1,092,4973 12016–2022 COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY
IMPACTASSETS INC DAF sponsor$1,026,0004 12021–2024 DEEP MEDICINE CIRCLE
THE SCHMIDT FAMILY FOUNDATION Private foundation$1,000,0004 12021–2024 DEEP MEDICINE CIRCLE
TARA HEALTH FOUNDATION Private foundation$1,000,0001 12020–2020 REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
FORGOOD INC DAF sponsor$968,71734 102015–2024 HAIRTOSTAY; 50 LEGS IN 50 DAYS INC; KENYARELIEF ORG; CHRISTMAS WITHOUT CANCER NFP and 6 more

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
LineAs describedTotalProgramManagementFundraisingShare
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$637,394100%

View the filing

2016 · Form 990 · $738,287 spent · pay $0 · grants $0 · events $121,045
LineAs describedTotalProgramManagementFundraisingShare
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$738,287100%

View the filing

2015 · Form 990 · $597,824 spent · pay $0 · grants $0 · events $108,690
LineAs describedTotalProgramManagementFundraisingShare
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$597,824100%

View the filing

2014 · Form 990 · $569,811 spent · pay $0 · grants $0 · events $100,599
LineAs describedTotalProgramManagementFundraisingShare
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$569,811100%

View the filing