Nonprofit · EIN 95-3537219
CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY
Tax-exempt · SACRAMENTO, CA 95864
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $97,730 | $136,429 | -$38,699 | $1,742,891 | $0 | $1,742,891 |
| December 31, 2024 | 990 | $91,164 | $94,285 | -$3,121 | $1,675,684 | $0 | $1,675,684 |
| December 31, 2023 | 990 | $308,967 | $55,652 | $253,315 | $1,542,216 | $0 | $1,542,216 |
| December 31, 2022 | 990 | $59,473 | $62,496 | -$3,023 | $1,192,098 | $0 | $1,192,098 |
| December 31, 2021 | 990 | $54,082 | $30,400 | $23,682 | $1,264,894 | $0 | $1,264,894 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $40,932
- Program service revenue
- $14,580
- Investment income
- $42,218
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $910
- Program services (functional)
- $93,127
- Management and general (functional)
- $43,302
Balance sheet and other
- Total assets, start of year
- $1,675,684
- Total assets, end of year
- $1,742,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,742,891
- Publicly traded securities
- $1,246,484
- Net assets without donor restrictions
- $1,742,891
- Gross receipts
- $97,730
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1981
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN GUNDERSON | CONFER CHAIR Trustee or director | 0.5 | $0 |
| DANIELLE MEGLIO | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
| LORA WOO | Secretary Trustee or director, Officer | 2 | $0 |
| DIANA SU-ERICKSON | AWARDS CHAIR Trustee or director | 0.5 | $0 |
| LISA DESHAIES | PUBLICITY CHAIR Trustee or director | 0.5 | $0 |
| HEIDI MCHUGH PENDELTON | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| LAURA WEISS | SCHOLAR CO CHA Trustee or director | 0.5 | $0 |
| WINIFRED SCHULTZ-KRON | SCHOL CO CHAIR Trustee or director | 0.5 | $0 |
| JUDI PALLADINO | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| BONITA KRAFT | Vice President Trustee or director, Officer | 2 | $0 |
| MICHELE BERRO | President Trustee or director, Officer | 2 | $0 |
| JOHN GOODFELLOW | Treasurer Trustee or director, Officer | 2 | $0 |
| STEPHEN LOFY | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN GUNDERSON | CONFER CHAIR Trustee or director | 0.5 | $0 |
| DANIELLE MEGLIO | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
| LORA WOO | Secretary Trustee or director, Officer | 2 | $0 |
| DIANA SU-ERICKSON | AWARDS CHAIR Trustee or director | 0.5 | $0 |
| LISA DESHAIES | PUBLICITY CHAIR Trustee or director | 0.5 | $0 |
| HEIDI MCHUGH PENDELTON | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| LAURA WEISS | SCHOLAR CO CHA Trustee or director | 0.5 | $0 |
| WINIFRED SCHULTZ-KRON | SCHOL CO CHAIR Trustee or director | 0.5 | $0 |
| JUDI PALLADINO | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| BONITA KRAFT | Vice President Trustee or director, Officer | 2 | $0 |
| MICHELE BERRO | President Trustee or director, Officer | 2 | $0 |
| JOHN GOODFELLOW | Treasurer Trustee or director, Officer | 2 | $0 |
| STEPHEN LOFY | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN GUNDERSON | CONFER CHAIR Trustee or director | 0.5 | $0 |
| DANIELLE MEGLIO | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
| LORA WOO | Secretary Trustee or director, Officer | 2 | $0 |
| DIANA SU-ERICKSON | AWARDS CHAIR Trustee or director | 0.5 | $0 |
| JUDI PALLADINO | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| HEIDI MCHUGH PENDELTON | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| LAURA WEISS | SCHOLAR CO CHA Trustee or director | 0.5 | $0 |
| WINIFRED SCHULTZ-KRON | SCHOL CO CHAIR Trustee or director | 0.5 | $0 |
| EVELYN JAFFE | EXT DEV CHAIR Trustee or director | 0.5 | $0 |
| BONITA KRAFT | Vice President Trustee or director, Officer | 2 | $0 |
| MICHELE BERRO | President Trustee or director, Officer | 2 | $0 |
| JOHN GOODFELLOW | Treasurer Trustee or director, Officer | 2 | $0 |
| CHRISTINE WIETLISBACH | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2022: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN GUNDERSON | CONFER CHAIR Trustee or director | 0.5 | $0 |
| DANIELLE MEGLIO | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
| BRYAN KANG | PUB CHAIR Trustee or director | 0.5 | $0 |
| DIANA SU-ERICKSON | AWARDS CHAIR Trustee or director | 0.5 | $0 |
| JUDI PALLADINO | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| HEIDI MCHUGH PENDELTON | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| LAURA WEISS | SCHOLAR CO CHA Trustee or director | 0.5 | $0 |
| WINIFRED SCHULTZ-KRON | SCHOL CO CHAIR Trustee or director | 0.5 | $0 |
| EVELYN JAFFE | EXT DEV CHAIR Trustee or director | 0.5 | $0 |
| PAT NAGAISHI | President Trustee or director, Officer | 2 | $0 |
| BONITA KRAFT | Vice President Trustee or director, Officer | 2 | $0 |
| MICHELE BERRO | Secretary Trustee or director, Officer | 2 | $0 |
| JOHN GOODFELLOW | Treasurer Trustee or director, Officer | 2 | $0 |
| CHRISTINE WIETLISBACH | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2021: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN GUNDERSON | CONFER CHAIR Trustee or director | 0.5 | $0 |
| DANIELLE MEGLIO | IN DEV CO-CHAIR Trustee or director | 0.5 | $0 |
| BRYAN KANG | PUB CHAIR Trustee or director | 0.5 | $0 |
| DIANA SU-ERICKSON | AWARDS CHAIR Trustee or director | 0.5 | $0 |
| JUDI PALLADINO | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| HEIDI MCHUGH PENDELTON | RESEARCH CO CHA Trustee or director | 0.5 | $0 |
| LAURA WEISS | SCHOLAR CO CHA Trustee or director | 0.5 | $0 |
| WINIFRED SCHULTZ-KRON | SCHOL CO CHAIR Trustee or director | 0.5 | $0 |
| EVELYN JAFFE | EXT DEV CHAIR Trustee or director | 0.5 | $0 |
| PAT NAGAISHI | President Trustee or director, Officer | 2 | $0 |
| BONITA KRAFT | Vice President Trustee or director, Officer | 2 | $0 |
| MICHELE BERRO | Secretary Trustee or director, Officer | 2 | $0 |
| JOHN GOODFELLOW | Treasurer Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3620 AMERICAN RIVER DR STE 230, SACRAMENTO, CA 95864-5914
- In care of
- % SUSAN KNOX
- Mailing address (990-N for 2018)
- 826 Morningside Drive, Fullerton CA 92835
- Principal officer (990 for 2025)
- MICHELE BERRO, 3620 AMERICAN RIVER DR STE 230, SACRAMENTO, CA 95864
- Principal officer (990-N for 2018)
- Susan Knox, 826 Morningside Drive, Fullerton CA 92835
- Signed the 990
- JOHN GOODFELLOW, Treasurer
- Phone
- (916) 932-2200
- Website
- cfot.org
- Return prepared by
- Patrick Kendrick Gibson LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3537219 or by the name CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
CFOT provides scholarships, trainee-ships, research grants and seed money to occupational therapy students and practitioners.
Program accomplishments
- Scholarships - 19 were given at $2,500 each and one for $3,000.Expenses $50,500
- Research: Nine research grants were awarded to California Occupational Therapists to study aspects of occupational therapy treatment. The applicants were chosen through a rigorous selection process. They presented their results through posters and presentations. Total amount Given: $33,482.Expenses $33,482
- Seed money was given to 20 student groups for expenses for their projects. The amounts are as follows: for the 20 - a total of $5,145 was given.Expenses $5,145
- Trainee-ships: four trainee-ships were given to students from various Occupational Therapy Assistant programs. They Demonstrated need for financial assistance and commitment to serve as Occupational assistants. Total amounts Given $4,000.Expenses $4,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3537219
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $1,742,891
- Income (IRS master file)
- $97,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $97,730 | $136,429 | $1,742,891 | IRS |
| 990 | December 2024 | $91,164 | $94,285 | $1,675,684 | XML |
| 990 | December 2023 | $308,967 | $55,652 | $1,542,216 | XML |
| 990 | December 2022 | $59,473 | $62,496 | $1,192,098 | XML |
| 990 | December 2021 | $54,082 | $30,400 | $1,264,894 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Susan Knox | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3537219).
Questions about CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY
- What is the EIN of CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY?
- The employer identification number (EIN) of CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY is 95-3537219.
- Is CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY?
- The 990 for the year ended December 31, 2025 names MICHELE BERRO.
- Who are the officers and directors of CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY?
- The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA FOUNDATION FOR OCCUPATIONAL THERAPY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $97,730, expenses of $136,429 and total assets of $1,742,891 at year end.
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