Occupational Therapy Association of California (EIN 956139530) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

Karen Polastri

Phone

9165677000

Tax Period

2017-07-01 to 2018-06-30

Occupational Therapy Association of California, founded in 1976, is a small nonprofit in the Health Care sector that reported $684K in total revenue in fiscal year 2017. Expenses of $637K left a modest 7% surplus.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $3,724

Program Service Revenue $668,778

Investment Income $3,388

Other Revenue $8,545

TOTAL REVENUE $684,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $637,394

TOTAL EXPENSES $637,394

Year-over-Year Comparison

	2017	2016	Change
Revenue	$684,435	$668,018	+0.0%
Expenses	$637,394	$738,287	-0.1%
Net Income	$47,041	$-70,269	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Hiestand MS OTRL	Treasurer	1.00	Officer Director	$0	$0	$0
Akemi Davies MA OTRL	Treasurer	1.00	Officer Director	$0	$0	$0
Bryant Edwards OTD MA OTRL	Vice President	1.00	Officer Director	$0	$0	$0
Gigi Smith PhD OTRL SWC F	Secretary	1.00	Officer Director	$0	$0	$0
Ingrid Leu OTD OTRL	Region Director	1.00	Director	$0	$0	$0
Becky Crouch OTRL	Dir. Region 4	1.00	Director	$0	$0	$0
Heather J Kitching OTD OTRL	President	1.00	Officer Director	$0	$0	$0
Erin Dolin EdD OTRL	Region Director	1.00	Director	$0	$0	$0
Marlene Steele COTAL MHAEd	Re 2 Director	1.00	Director	$0	$0	$0
Brittney Weinerth MS OTRL	Region Director	1.00	Director	$0	$0	$0
Cindy Garcia COTAL	Reg 1 Dir-Elect	1.00	Director	$0	$0	$0
Karen Polastri	Executive Dir.	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$684,435	$637,394	$359,661	$47,041

Occupational Therapy Association of California