2024-08-07T21:01:55-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 2402921034 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 MARY JANE MULCAHEY CHAIR, AOTF BOARD OF TRUSTEES 2402921034 2024-08-05 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-08-05 2022 2024-08-08 14:25:15Z MARY JANE MULCAHEY 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 11858918 0 X HTTP://WWW.AOTF.ORG X 1965 DE ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES.SUPPORT FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH. 13 13 12 68 0 0 1552528 649558 262289 253259 1828214 1095462 163466 153317 3806497 2151596 1150401 889305 0 0 1023067 1070836 0 0 187231 829482 1019645 3002950 2979786 803547 -828190 31689835 33285365 149731 616327 31540104 32669038 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 1345224 793684 270417 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 (12 ANNUALLY) 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. 546082 95621 25776 EDUCATIONAL & 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 100 PLUS CHAPTER LEVEL. 1891306 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 7 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL CA CO CT KY MA MD ME MI NC ND MO NY OR PA SC TN X JEANNE COOPER 2402921034 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 MARY JANE MULCAHEY CHAIR 1.50 X X 0 0 0 JANET POOLE VICE CHAIR, TRUSTEE (THRU 1/2023) 1.00 X X 0 0 0 KRISTIE PATTEN VICE CHAIR (THRU 12/2022) 1.00 X X 0 0 0 ANNE BRYDEN TREASURER, TRUSTEE (THRU 1/2023) 1.00 X X 0 0 0 FELICIA CHEW TREASURER 1.00 X X 0 0 0 DOUGLENE JACKSON SECRETARY 1.00 X X 0 0 0 FELICIA CHEW TREASURER (THRU 12/2022) 1.00 X X 0 0 0 HAZEL BRELAND TRUSTEE 1.00 X 0 0 0 DANGNEY FIDLER TRUSTEE 1.00 X 0 0 0 DONALD FOGELBERG TRUSTEE (THRU 12/2022) 1.00 X 0 0 0 MERRILL FRIEDMAN 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 SUSAN MAGASI TRUSTEE (THRU 12/2022) 1.00 X 0 0 0 KERRI MORGAN TRUSTEE (THRU 12/2022) 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 STEPHEN SHORE TRUSTEE 1.00 X 0 0 0 PAMELA TALERO CABREJO TRUSTEE 1.00 X 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 214752 0 29538 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 131083 0 16558 JEANNE COOPER CHIEF OPERATING OFFICER 35.00 X 104318 0 25726 SATVIKA GARG CHIEF SCIENTIFIC OFFICER 35.00 X 123921 0 24375 574074 0 96197 4 0 1 0 0 649558 3196 649558 MEMBERSHIP DUES 900099 114387 114387 SPONSORSHIP REVENUE 900099 74800 74800 SUBSCRIPTIONS 900099 45252 45252 TICKET SALES 900099 18820 18820 253259 985072 985072 104049 104049 9808418 9698028 110390 110390 110390 52228 9294 42934 42934 MISCELLANEOUS REVENUE 900099 3842 3842 BILLABLE EXPENSE INCOM 900099 2492 2492 6334 2151596 296193 0 1205845 813879 813879 75426 75426 694285 149084 440132 105069 288896 232776 52018 4102 3770 3770 16125 16125 67760 27140 33245 7375 9150 9150 89718 89718 106661 106661 134909 125144 9765 91133 83603 7530 60586 37195 11951 11440 56292 2465 53827 82657 33107 40554 8996 64672 55353 7286 2033 23146 20946 2200 10135 10135 PUBLICATION 83112 50906 23114 9092 DUES AND SUBSCRIPTIONS 14389 8813 5576 193085 155574 8152 29359 2979786 1891306 901249 187231 416192 586977 1774570 2200210 1417640 678746 18441 17955 7089 14520 184599 167557 12600 17042 28031303 29493620 12000 276295 31689835 33285365 89222 270762 3375 57134 345565 149731 616327 X 18985559 20207323 12554545 12461715 31540104 32669038 31689835 33285365 -828190 1957124 0 X 0 1 X 1 0 X 2282550 519674 1608934 1552528 649558 6613244 2282550 519674 1608934 1552528 649558 6613244 1933635 4679609 840149 791885 1209711 1760825 1089121 5691691 31727 4847 1440 1485 6334 45833 12350768 1400508 0.37890 0.37090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 31,727. 2019 AMOUNT: $ 4,847. 2020 AMOUNT: $ 1,440. 2021 AMOUNT: $ 1,485. 2022 AMOUNT: $ 6,334. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10919799 180810 983268 61871 37935 11984071 12264935 240445 -1479039 62158 44384 10919799 10460558 210662 1687577 55020 38842 12264935 7380091 118808 3058838 63683 33496 10460558 6308322 884620 235655 20081 28425 7380091 0.16370 0.06520 0.77110 0 0 184599 167557 17042 17042 CREDIT CARD 37989 LEASE LIABILITY - OPERATING 307576 345565 X 4011353 1957124 9294 1966418 2044935 106661 106661 2151596 2882419 9294 9294 2873125 106661 106661 2979786 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 9,294. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,294. 1 COLORADO STATE UNIVERSITY 770 OVAL DR FORT COLLINS CO 80523 846000545 501(C)(3) 49916 0 N/A N/A IMPLEMENTATION RESEARCH GRANT CEDARS-SINAI MEDICAL CENTER PO BOX 48955 LOS ANGELES CA 90048 951644600 501(C)(3) 25000 0 N/A N/A INTERVENTION RESEARCH GRANT 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 INDIANA UNIVERSITY PO BOX 78000 DEPT 78867 DETROIT MI 48278 356001673 501(C)(3) 24969 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 NEW YORK UNIVERSITY 383 LAFAYETTE ST 1ST FLOOR NEW YORK NY 10003 476098694 501(C)(3) 49905 0 N/A N/A INTERVENTION RESEARCH GRANT OHIO STATE UNIVERSITY 1960 KENNY RD COLUMBUS OH 43210 316025986 501(C)(3) 24999 0 N/A N/A INTERVENTION 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 SCOTTISH RITES FOR CHILDREN 222 WELBORN STREET DALLAS TX 75219 750818178 501(C)(3) 38778 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 THE TOWER FDN OF SJSU ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 501(C)(3) 50000 0 N/A N/A IMPLEMENTATION RESEARCH GRANT TOWSON UNIVERSITY 8000 YORK RD TOWSON MD 21252 526002033 501(C)(3) 23238 0 N/A N/A INTERVENTION RESEARCH GRANT UNIVERSITY OF CO DENVER PO BOX 910238 DENVER CO 802910238 846000555 501(C)(3) 49239 0 N/A N/A HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF MISSOURI PO BOX 80712 KANSAS CITY MO 64180 436003859 501(C)(3) 50000 0 N/A N/A IMPLEMENTATION 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 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 PITTSBURGH 116 ATWOOD STREET 201 PITTSBURGH PA 15260 250965591 501(C)(3) 15000 0 N/A N/A NANCY TALBOT POSTDOC FELLOW UNIVERSITY OF SO CA 3500 S FIGUEROA ST LOS ANGELES CA 90089 951642394 501(C)(3) 25000 0 N/A N/A INTERVENTION RESEARCH GRANT 18 0 STRIDE RESEARCH FUND 8 75426 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 GRANTEES ARE IDENTIFIED, THEY MUST SUBMIT REQUIRED DOCUMENTATION PRIOR TO RECEIVING INITIAL GRANT FUNDS. FINAL GRANT FUNDS ARE ONLY DISTRIBUTED ONCE GRANTEE SUBMITS FINAL DOCUMENTATION. X X X 0 0 0 0 0 0 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 214752 0 0 0 0 0 9127 0 20411 0 244290 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE CEO'S CONTRACT AND COMPENSATION REVIEW PROCESS. COMPARABILITY DATA AND SUBSTANTIATION OF THE DELIBERATION AND DECISION ARE UTILIZED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. IT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY ON MATTERS OF THE FOUNDATION AND TO TAKE ACTION ON ITEMS OF BUSINESS BETWEEN BOARD MEETINGS. ITS ACTIONS ARE RATIFIED BY THE BOARD OF TRUSTEES AT ITS NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR FIRST REVIEW, ORGANIZATION MANAGEMENT, AND THEN PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AND FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH TRUSTEE, VOLUNTEER AND STAFF PERSON MUST SIGN THE CONFLICT STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS IS A SMALL BOARD AND STAFF, IT IS NOT DIFFICULT TO MANAGE THE CONFLICT OF INTEREST. INDIVIDUALS GENERALLY RECUSE THEMSELVES FROM ISSUES WITH CONFLICT. WE HAVE NEVER NEEDED TO REMIND ANYONE ALTHOUGH WE CAN AND WOULD. FORM 990, PART VI, SECTION B, LINE 15A 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. THIS PROCESS MOST RECENTLY TOOK PLACE IN 2023. FOR KEY EMPLOYEES, THE CEO MAKES THE DETERMINATION BASED ON COMPENSATION FOR OTHER NON-PROFITS WITH SIMILAR POSITIONS. THIS PROCESS MOST RECENTLY TOOK PLACE 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. NATIONAL HONOR SOCIETY AFFILIATE 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 136189382 MANAGEMENT OF HONOR SOCIETY MD 296743 1131078 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC