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Nonprofit · EIN 99-6004993

OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII

Tax-exempt · HONOLULU, HI 96814

Financials

$22K$9K2022$15K$16K2023$37K$21K2024
Revenue Expenses · by fiscal year end
Financials of OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$36,597$21,272$15,325$193,028$0$193,028
June 30, 2024990-EZ$15,278$15,651-$373$177,703$0$177,703
June 30, 2023990-EZ$21,529$9,336$12,193$178,076$0$178,076
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,231
Membership dues
$5,312
Program service revenue
$13,132
Investment income
$3,766
Net gain from sales of assets
$13,156

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$21,272
Program services (functional)
$9,342

Balance sheet and other

Total assets, start of year
$177,703
Total assets, end of year
$193,028
Total liabilities, end of year
$0
Net assets, end of year
$193,028
Cash, savings and investments
$14,151
Gross receipts
$36,597

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CLAIRE NAGATORIDIRECTOR, HAWAII,KAUAI, MA0.1$0
BROOKE NAKAMURA OTRVICE PRESIDENT0.1$0
KARA CROSSONSECRETARY0.1$0
STACIE YAMASHITATREASURER0.5$0
JONI KAMIYAPRESIDENT1$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
CLAIRE NAGATORIDIRECTOR, HAWAII,KAUAI, MA0.1$0
KRISTEN KEECHDIRECTOR, HONOLULU0.1$0
BROOKE NAKAMURA OTRVICE PRESIDENT0.1$0
KARA CROSSONSECRETARY0.1$0
STACIE YAMASHITATREASURER0.5$0
JONI KAMIYAPRESIDENT1$0
990-EZ for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
CLAIRE NAGATORIDIRECTOR, HAWAII,KAUAI, MA0.1$0
KRISTEN KEECHDIRECTOR, HONOLULU0.1$0
BROOKE NAKAMURA OTRVICE PRESIDENT0.1$0
KARA CROSSONSECRETARY0.1$0
STACIE YAMASHITATREASURER0.5$0
JONI KAMIYAPRESIDENT1$0

Address and contacts

Address (IRS master file)
1360 S BERETANIA ST STE 301, HONOLULU, HI 96814-1520
Signed the 990-EZ
STACIE YAMASHITA, TREASURER
Phone
(808) 544-3336
Return prepared by
KKDLY LLC

Mission

TO ADVOCATE FOR THE PROVISION AND UTILIZATION OF QUALITY OCCUPATIONAL THERAPY SERVICES IN ORDER TO ENHANCE THE HEALTH OF THE PUBLIC.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • 2024 OTAH ANNUAL CONFERENCE HELD ON 10/5/2024 (IN-PERSON)TRACK 1A: ROADMAP FOR RECOVERY: PRACTICAL, EVIDENCED-INFORMED APPROACHES TO FACILITATE RECOVERY AFTER MODERATE TO SEVERE TBI BY KRISTEN KEECH, OTD, OTR/L, CBIS, & CHARISA SMITH, OTD, OTR/L, CBIS, REMEDIAL VISION SPECIALIST TRACK 1B: CULTIVATING RESILIENCE & RETENTION: 3 STEPS TO GUIDE LEADERS ON HARNESSING HIGH-FUNCTIONING ANXIETY FOR PERSONAL AND ORGANIZATIONAL GROWTH BY LISA HARTWELL, PSYD, RNTRACK 2A: IMPORTANCE OF SAFE PATIENT HANDLING AND MOBILITY: A CHANGE IN PRACTICE BY ALLISON SHULER, OTR/L, CSPHC TRACK 2B: OT'S ROLE IN WELLNESS PROMOTION: HOW TO MANAGE STRESS AND PREVENT BURNOUT BY MOLLY WILSON, OTR/L, RYT200 TRACK 3A: HOME SAFETY ASSESSMENTS: ENSURING COMPLETION OF RECOMMENDATIONS FOLLOWING AN OT ASSESSMENT BY CATIA GARELL, MA, OTR, SCEMTRACK 3B: UPDATES ON PEDIATRIC ASSESSMENT: WHAT YOU SHOULD KNOW FOR CURRENT PRACTICE BY PATTY COKER-BOLT, PHD, OTR/L, FNAP, FAOTA, & EME HART, PHD, OTR/LTOTAL 112 REGISTRATION (51 MEMBERS, 6 NON-MEMBERS, 38 HPU STUDENTS, 17 KCC STUDENTS, 2 LATE REGISTRATIONS)
    Expenses $8,692
  • 1ST EDUCATION SESSION HELD 2/22/2025 (ZOOM): DEFYING GRAVITY: HOW TO ELEVATE YOUR SKILLS FOR DOCUMENTATION AND REIMBURSEMENT SUCCESS BY BECK FINNI, DHS, OTR/L, RAC-CT, FAOTA, & KIM KARR, OTR/L, CPHQ, RAC-CT (WAIVED HONORARIUM, MAILED SPEAKER GIFTS $75 EXPENSE). TOTAL 26 REGISTERED (25 MEMBERS, 1 NON-MEMBER); COLLECTED $50 REGISTRATION FEE.2ND EDUCATION SESSION HELD 3/8/2025 (ZOOM): BASIC SHOULDER REHAB BY ALISON ROSE, OTR/L, CHT. RECEIVED SIGNED CONTRACT AND W9. HONORARIUM = $150. TOTAL 38 REGISTERED (36 MEMBERS, 2 NON-MEMBER); COLLECTED $100 REGISTRATION FEE.3RD EDUCATION SESSION HELD 4/12/2025 (IN-PERSON): OCCUPATION OF HEALTH MANAGEMENT BY JONI KAMIYA, OTR/L. (WAIVED HONORARIUM). TOTAL 23 ATTENDED (20 OTR/COTA, 3 STUDENTS)4TH EDUCATION SESSION HELD 5/17/2025 (IN-PERSON): HANDS-ON BASIC SHOULDER REHAB (PART II) BY ALISON ROSE, OTR/L, CHT. RECEIVED SIGNED CONTRACT AND W9. HONORARIUM = $225. TOTAL 16 REGISTRATION (12 MEMBERS, 4 STUDENTS).5RD EDUCATION SESSION HELD 6/7/2025 (ZOOM): BUILDING BETTER BRAIN BY DR. CARA KOSCINSKI, OTD, MOT, OTR/L, CAS. RECEIVED SIGNED CONTRACT AND W9. HONORARIUM = $225. TOTAL 22 REGISTRATION (22 MEMBERS).4TH QUARTERLY MEETING HELD ON 8/3/2024 (IN-PERSON): EVIDENCE BASED FALL PREVENTION AND TREATMENT STRATEGIES BY JONI KAMIYA, OTR/L. WAIVED HONORARIUM. $50 VENUE FEE. TOTAL 14 REGISTERED; 13 MEMBERS ATTENDED, 1 CANCELLED. NO REGISTRATION FEE COLLECTED.BONUS QUARTERLY MEETING HELD ON 9/7/2024 (ZOOM): OT + AI REVOLUTION BY KAREN JACOBS, OT, EDD, OTR, CPE, FAOTA, AMI PRAGER, MED, OTR, AND ALYSON STOVER, MOT, JD, OTR/L, BCP. NO HONORARIUM (FOR VENDOR). TOTAL 26 REGISTERED (25 MEMBERS, 1 STUDENT); 17 COMPLETED SURVEY AND RECEIVED CERTIFICATE OF ATTENDANCE. COLLECTED $20 STUDENT REGISTRATION FEE.
    Expenses $650

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
99-6004993
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2004
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$193,028
Income (IRS master file)
$36,597

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$36,597$21,272$193,028IRS
990-EZJune 2024$15,278$15,651$177,703IRS
990-EZJune 2023$21,529$9,336$178,076XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

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 99-6004993).

Questions about OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII

What is the EIN of OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII?
The employer identification number (EIN) of OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII is 99-6004993.
Is OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2004.
Are donations to OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does OCCUPATIONAL THERAPY ASSOCIATION OF HAWAII have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $36,597, expenses of $21,272 and total assets of $193,028 at year end.

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