2025-08-15T14:37:43-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 2402921034 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 PATRICIA DAVIES CHAIR, AOTF BOARD OF TRUSTEES 2402921034 2025-08-13 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-07-29 2023 2025-03-06 01:10:19Z PATRICIA DAVIES 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 14078125 0 X WWW.AOTF.ORG X 1965 DE THE MISSION OF THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) IS TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. 15 15 12 78 0 0 649558 628309 253259 254840 1095462 3383448 153317 137065 2151596 4403662 889305 594781 0 0 1070836 1173208 0 0 202958 1019645 992580 2979786 2760569 -828190 1643093 33285365 38167834 616327 371267 32669038 37796567 THE MISSION OF THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) IS TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. 0 0 926304 504734 234078 RESEARCH PROGRAMS: THE FOUNDATION SUPPORTS A WIDE ARRAY OF PROGRAMS THAT SUPPORT RESEARCH IN THE AREA OF OCCUPATIONAL THERAPY TO INCLUDE THE PUBLICATION OF OTJR: OCCUPATIONAL THERAPY RESEARCH JOURNAL (QUARTERLY), RESEARCH GRANTS THAT FURTHER DEVELOP THE SCIENCE OF OCCUPATIONAL THERAPY THROUGH STUDIES AND SURVEYS, TOPIC SPECIFIC COLLECTIVES THAT BRING TOGETHER LEADING SCIENTISTS AND FUNDING SOURCES IN A SPECIFIC TOPIC AREA, SPONSOR WORKSHOPS AND SESSIONS AT THE ANNUAL CONFERENCE IN RELEVANT TOPICS TO THE PROFESSION. 572006 90047 43554 EDUCATIONAL and SCHOLARSHIP PROGRAMS: ANNUALLY AWARD OVER 50 SCHOLARSHIPS; PROVIDE A FELLOWSHIP TO AN INDIVIDUAL WORKING ON THEIR DOCTORATE OR POST-DOCTORATE AND SUPPORT STUDENTS ATTENDING THE OCCUPATIONAL THERAPY SUMMIT MEETING. SUPPORT THE PROFESSIONS' HONOR SOCIETY WHICH INDUCTS OVER 1200 NEW MEMBERS ANNUALLY AT THE 130 PLUS CHAPTER LEVEL. 1498310 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 13 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AZ CA CO CT KY MA MD ME MI NC ND NH NM MO NY OR PA SC TN X JEANNE COOPER 2402921034 AOTF 12300 TWINBROOK PARKWAY SUITE ROCKVILLE MD 20852 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 225840 0 30589 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 135588 0 16332 JEANNE COOPER CHIEF OPERATING OFFICER 35.00 X 112943 0 28026 SATVIKA GARG CHIEF SCIENTIFIC OFFICER 35.00 X 134912 0 29014 MARY JANE MULCAHEY CHAIR 1.00 X X 0 0 0 JANET POOLE VICE CHAIR 1.00 X X 0 0 0 ANNE BRYDEN TREASURER 1.00 X X 0 0 0 DOUGLENE JACKSON SECRETARY 1.00 X 0 0 0 HAZEL BRELAND TRUSTEE 1.00 X 0 0 0 ERIK JOHNSON TRUSTEE 1.00 X 0 0 0 KATHLEEN LYONS TRUSTEE 1.00 X 0 0 0 ANDREW PERSCH TRUSTEE 1.00 X 0 0 0 ELIZABETH PFEIFFER TRUSTEE 1.00 X 0 0 0 ANTOINETTE SHAW TRUSTEE 1.00 X 0 0 0 PAMELA TALERO CABREJO TRUSTEE 1.00 X 0 0 0 TEAL BENEVIDES TRUSTEE 1.00 X 0 0 0 PATRICIA DAVIES TRUSTEE 1.00 X 0 0 0 RACHEL PROFFITT WOLPERT TRUSTEE 1.00 X 0 0 0 TIMOTHY REISTETTER TRUSTEE 1.00 X 0 0 0 DANGNEY FIDLER TRUSTEE (THRU 12/2023) 1.00 X 0 0 0 STEPHEN SHORE TRUSTEE (THRU 12/2023) 1.00 X 0 0 0 609283 0 103961 4 0 1 0 0 628309 628309 MEMBERSHIP DUES 900099 109425 109425 SUBSCRIPTIONS 900099 74060 74060 SPONSORSHIP REVENUE 900099 55400 55400 TICKET SALES 900099 15955 15955 254840 1053142 1053142 113152 113152 11997826 9667520 2330306 2330306 2330306 29735 6943 22792 22792 MISCELLANEOUS REVENUE 900099 1121 1121 1121 4403662 277632 0 3497721 X 585221 585221 9560 9560 743938 171917 475107 96914 324889 232602 86492 5795 15680 10511 4772 397 19371 18496 875 69330 27228 35571 6531 5925 5925 130194 130194 112516 112516 328228 230635 32984 64609 10811 10679 132 45416 17561 20373 7482 75979 4326 71653 84488 33180 43350 7958 55155 39969 9931 5255 19017 9872 8745 400 16130 7888 5225 3017 10173 10173 PUBLICATION 74454 73547 907 DUES AND SUBSCRIPTIONS 16209 7927 5251 3031 7885 7191 694 2760569 1498310 1059301 202958 586977 320620 2200210 978893 678746 352730 17955 17199 14520 31094 184599 183687 17042 912 29493620 36273397 276295 192989 33285365 38167834 270762 144197 345565 227070 616327 371267 X 20207323 24724238 12461715 13072329 32669038 37796567 33285365 38167834 1643093 3484436 0 X 0 1 X 1 0 X 519674 1608934 1552528 649558 628309 4959003 519674 1608934 1552528 649558 628309 4959003 2026693 2932310 791885 1209711 1760825 1089121 1166294 6017836 4847 1440 1485 6334 1121 15227 10992066 1374354 0.26680 0.37890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 4,847. 2020 AMOUNT: $ 1,440. 2021 AMOUNT: $ 1,485. 2022 AMOUNT: $ 6,334. 2023 AMOUNT: $ 1,121. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11984071 313308 2226520 61953 42094 14419852 10919799 180810 983268 61871 37935 11984071 12264935 240445 -1479039 62158 44384 10919799 10460558 210662 1687577 55020 38842 12264935 7380091 118808 3058838 63683 33496 10460558 0.23209 0.65005 0.11786 0 0 184599 183687 912 912 LEASE LIABILITY - OPERATING 227070 227070 X 7782525 3484436 6943 3491379 4291146 112516 112516 4403662 2654996 6943 6943 2648053 112516 112516 2760569 PART V, LINE 4: THE FOUNDATION'S ENDOWNMENT AND EARNINGS CAN BE USED TO SUPPORT THE SCHOLARSHIPS AND GRANTS GIVEN BY THE FOUNDATION TO WORTHY RECIPIENTS. PART X, LINE 2: AOTF IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AOTF IS SUBJECT TO FEDERAL AND STATE TAXES ON ANY UNRELATED BUSINESS INCOME. THE HONOR SOCIETY IS A LIMITED LIABILITY COMPANY (LLC) WHOSE OPERATING RESULTS FLOW THROUGH TO THE FOUNDATION, WHICH IS ITS SOLE CORPORATE MEMBER. THE LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, LOCAL, AND FOREIGN AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,943. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,943. 1 CLEVELAND STATE UNIVERSITY 2121 EUCLID AVENUE PARKER HANNIFIN HALL 2ND FLR CLEVELAND OH 441152214 340966056 501(C)(3) 24417 0 N/A N/A INTERVENTION RESEARCH GRANT COLORADO STATE UNIVERSITY 770 OVAL DR FORT COLLINS CO 80523 846000545 501(C)(3) 49282 0 N/A N/A IMPLEMENTATION RESEARCH GRANT HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 136714749 501(C)(3) 50000 0 N/A N/A INTERVENTION RESEARCH GRANT MEDICAL UNIVERSITY OF SOUTH CAROLINA 1 SOUTH PARK CIRCLE CHARLESTON SC 29412 576000722 501(C)(3) 47905 0 N/A N/A HEALTH SERVICES RESEARCH GRANT REGENTS OF THE UNIVERSITY OF MINNESOTA NW 5957 PO BOX 1450 MINNEAPOLIS MN 554855957 416007513 501(C)(3) 25000 0 N/A N/A INTERVENTION RESEARCH GRANT RUSH UNIVERSITY 222 WELBORN STREET DALLAS TX 75219 362174823 501(C)(3) 47380 0 N/A N/A HEALTH SERVICES RESEARCH GRANT SCOTTISH RITES FOR CHILDREN 222 WELBORN STREET DALLAS TX 75219 750818178 501(C)(3) 25073 0 N/A N/A IMPLEMENTATION RESEARCH GRANT TEXAS WOMAN'S UNIVERSITY 304 ADMIN DR ACT 7TH FLR DENTON TX 76201 756002618 501(C)(3) 18075 0 N/A N/A IMPLEMENTATION RESEARCH GRANT UNIV OF ALABAMA AT BIRMINGHAM 1720 - 2ND AV SOUTH AB1170 BIRMINGHAM AL 352940111 636005396 501(C)(3) 49997 0 N/A N/A IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF CO DENVER 13001 E 17TH PL RM W1124 AURORA CO 80045 846000555 501(C)(3) 50000 0 N/A N/A HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF NC AT CHAPEL HILL PO BOX 4022420 ATLANTA GA 303842420 566001393 501(C)(3) 49999 0 N/A N/A HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF NEW MEXICO MSC09 5225 1 UNIV OF NM ALBUQUERQUE NM 871310001 856000642 501(C)(3) 25000 0 N/A N/A IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET 201 PITTSBURGH PA 15260 250965591 501(C)(3) 39988 0 N/A N/A NANCY TALBOT POSTDOC FELLOW AND INTERVENTION RESEARCH GRANT WASHINGTON UNIVERSITY 7425 FORSYTH BLVD ST LOUIS MO 63105 430653611 501(C)(3) 30000 0 N/A N/A NANCY TALBOT POSTDOC FELLOW 14 0 STRIDE RESEARCH FUND 1 9560 N/A N/A PART I, LINE 2: APPLICANTS MUST COMPLETE AN ONLINE APPLICATION AND MEET THE CRITERIA ESTABLISHED. GRANTEES ARE SELECTED THROUGH A RIGOROUS REVIEW PROCESS. ONCE THE GRANTEES ARE IDENTIFIED, THEY MUST SUBMIT, THEY MUST SUBMIT REQUIRED DOCUMENTATION PRIOR TO RECEIVING INITIAL GRANT FUNDS. FINAL GRANT FUNDS ARE ONLY DISTRIBUTED ONCE GRANTEE SUBMITS FINAL DOCUMENTATION. PART III, COLUMN (B): APPLICANTS MUST COMPLETE AN ONLINE APPLICATION AND MEET THE CRITERIA ESTABLISHED. GRANTEES ARE SELECTED THROUGH A RIGOROUS REVIEW PROCESS. X X X 0 0 0 0 0 0 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 225840 0 0 0 0 0 9598 0 20991 0 256429 0 0 0 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 135588 0 0 0 0 0 5762 0 10570 0 151920 0 0 0 SATVIKA GARG CHIEF SCIENTIFIC OFFICER 134912 0 0 0 0 0 5734 0 23280 0 163926 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE CEO'S CONTRACT AND COMPENSATION REVIEW PROCESS. COMPARABLE DATA AND SUBSTANTIATION OF THE DELIBERATION AND DECISIONS ARE UTILIZED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF ELECTED OFFICERS OF THE BOARD INCLUDING THE CHAIR, VICE CHAIR, SECRETARY, AND TREASURER. MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED BY THE CHAIR AT SUCH TIMES AS ARE NECESSARY TO TAKE ACTION ON ITEMS OF BUSINESS WHICH SHALL BE BINDING UNTIL RATIFIED BY THE BOARD OF TRUSTEES AT ITS NEXT MEETING. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR CONDUCTING PERFORMANCE REVIEWS ON AND CONTRACT NEGOTIATIONS WITH THE CHIEF EXECUTIVE OFFICER. THE FINAL DECISION FOR A SUFFICIENT PERFORMANCE REVIEW AND RENEWING AND/OR AWARDING OF A NEW CONTRACT IS THE RESPONSIBILITY OF THE CHAIR. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY OF REVIEWING AND VOTING TO APPROVE THE 990 PRIOR TO SUBMITTING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH TRUSTEE, VOLUNTEER, AND STAFF PERSON MUST SIGN THE CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS A SMALL BOARD AND STAFF, IT IS NOT DIFFICULT TO MANAGE THE CONFLICT OF INTEREST. INDIVIDUALS GENERALLY RECUSE THEMSELVES FROM ISSUES WITH CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE CEO'S CONTRACT AND COMPENSATION REVIEW PROCESS. THE CEO AND COO DETERMINES THE COMPENSATION OF EMPLOYEES. COMPARABILITY DATA AND SUBSTANTIATION OF THE DELIBERATION AND DECISION ARE UTILIZED. FOR KEY EMPLOYEES, THE CEO MAKES THE DETERMINATION BASED ON COMPENSATION FOR OTHER NON-PROFITS WITH SIMILAR POSITIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT THAT IS AVAILABLE IN PRINT AND DIGITAL FORMAT. THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 189,135. MANAGEMENT AND GENERAL EXPENSES 23,424. FUNDRAISING EXPENSES 64,609. TOTAL EXPENSES 277,168. HONORARIUMS: PROGRAM SERVICE EXPENSES 41,500. MANAGEMENT AND GENERAL EXPENSES 9,560. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,060. NATIONAL HONOR SOCIETY AFFILIATE 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 136189382 MANAGEMENT OF HONOR SOCIETY MD 219917 1350995 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC