2023-08-15T10:32:11-05:00 2022-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-10-01 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 2023-08-14 1 MARY JANE MULCAHEY 999009999 ROBERT WILLIAMS P01345960 5712279500 2023-08-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARY JANE MULCAHEY 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 10298917 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. 15 15 10 64 0 0 1608958 1552528 299775 262289 2049000 1828214 108358 163466 4066091 3806497 1020188 1150401 0 0 861296 1023067 0 0 209719 647136 829482 2528620 3002950 1537471 803547 37816287 31689835 135547 149731 37680740 31540104 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 1432005 1026390 76565 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: OCCUPATION, PARTICIPATION AND HEALTH (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. 510875 124011 211952 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. 1942880 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 9 0 10 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 1 1 1 1 1 1 1 1 0 AK AL CA CO CT KY MA MD ME MI NC ND X JEANNE COOPER 2402921034 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 MARY JANE MULCAHEY CHAIR 1.50 X X 0 0 0 KRISTIE PATTEN VICE CHAIR 1.50 X X 0 0 0 FELICIA CHEW TREASURER 1.00 X X 0 0 0 NANCY BAKER SECRETARY (THRU 12/2021) 1.00 X X 0 0 0 DOUGLENE JACKSON SECRETARY 1.00 X X 0 0 0 ANNE BRYDEN TRUSTEE 1.00 X 0 0 0 DANGNEY FIDLER TRUSTEE 1.00 X 0 0 0 DONALD FOGELBERG TRUSTEE 1.00 X 0 0 0 MERRILL FRIEDMAN TRUSTEE 1.00 X 0 0 0 SIMONE GILL TRUSTEE (THRU 12/2021) 1.00 X 0 0 0 KATHLEEN LYONS TRUSTEE 1.00 X 0 0 0 SUSAN MAGASI TRUSTEE 1.00 X 0 0 0 KERRI MORGAN TRUSTEE 1.00 X 0 0 0 FORREST PENDLETON TRUSTEE (THRU 12/2021) 1.00 X 0 0 0 JANET POOLE 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 SUSAN STARK TRUSTEE (THRU 12/2021) 1.00 X 0 0 0 CHERYL STRICKLAND TRUSTEE (THRU 12/2021) 1.00 X 0 0 0 PAMELA TALERO CABREJO TRUSTEE 1.00 X 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 213271 0 24494 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 127361 0 15775 JEANNE COOPER CHIEF OPERATING OFFICER 35.00 X 100539 0 19608 441171 0 59877 3 0 1 0 0 1552528 1552528 MEMBERSHIP DUES 900099 112189 112189 SPONSORSHIP REVENUE 900099 73910 73910 SUBSCRIPTIONS 900099 51998 51998 TICKET SALES 900099 24192 24192 262289 1624927 1624927 135898 135898 6689950 6486663 203287 203287 203287 31985 5757 26228 26228 1340 1340 1340 3806497 288517 0 1965452 1056390 1056390 94011 94011 511749 81780 347452 82517 387244 269186 95236 22822 13545 10253 2657 635 50450 31166 14411 4873 60079 24480 28683 6916 2983 2983 88067 88067 119490 119490 256035 194266 61769 3610 1223 1338 1049 73874 10235 49827 13812 29367 2494 26263 610 81151 28862 42948 9341 10295 9238 1057 375 375 20768 20768 8124 8124 PUBLICATION 72634 72634 DUES AND SUBSCRIPTIONS 17450 17450 45259 39212 672 5375 3002950 1942880 850351 209719 437919 416192 2059140 1774570 1037567 1417640 18441 6978 7089 184599 171999 42335 12600 34220348 28031303 12000 12000 37816287 31689835 65882 89222 9218 3375 60447 57134 135547 149731 X 24724719 18985559 12956021 12554545 37680740 31540104 37816287 31689835 803547 -6944183 0 X X 0 1 X 1 0 X 1793009 2282550 519674 1608934 1552528 7756695 1793009 2282550 519674 1608934 1552528 7756695 2876521 4880174 738543 840149 791885 1209711 1760825 5341113 21520 31727 4847 1440 1485 61019 13158827 1364120 0.37090 0.41830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12264935 240445 -1479039 62158 44384 10919799 10460558 210662 1687577 55020 38842 12264935 7380091 118808 3058838 63683 33496 10460558 6308322 884620 235655 20081 28425 7380091 5874963 89022 454579 72694 37548 6308322 0.12330 0.82970 0.04700 0 0 184599 171999 12600 12600 DEFERRED RENT 57134 57134 X -3247143 -6944183 5757 -6938426 3691283 115214 115214 3806497 2893493 5757 5757 2887736 115214 115214 3002950 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: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE TAXES ON ANY UNRELATED BUSINESS INCOME. THE LLC IS A LIMITED LIABILITY COMPANY 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 5,757. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,757. 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 CREIGHTON UNIVERSITY CALIFORNIA PLAZA OMAHA NE 68178 742679628 501(C)(3) 50000 0 N/A N/A INTERVENTION RESEARCH GRANT GREATER LOS ANGELES VETERANS RESEARCH & ED FUND 11301 WILSHIRE BLVD BLDG 114 LOS ANGELES CA 90073 832316783 501(C)(3) 47002 0 N/A N/A HEALTH SERVICES RESEARCH GRANT INDIANA UNIVERSITY PO BOX 78000 DEPT 78867 NEW YORK NY 10003 356001673 501(C)(3) 24969 0 N/A N/A INTERVENTION RESEARCH GRANT NEW YORK UNIVERSITY 383 LAFAYETTE ST 1ST FLOOR NEW YORK NY 10003 476098694 501(C)(3) 74823 0 N/A N/A INTERVENTION RESEARCH GRANT AND IMPLEMENTATION RESEARCH GRANT NORTHERN ARIZONA UNIVERSITY PO BOX 4080 FLAGSTAFF AZ 86011 742579628 501(C)(3) 25000 0 N/A N/A INTERVENTION RESEARCH GRANT OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 501(C)(3) 99744 0 N/A N/A INTERVENTION RESEARCH GRANT AND IMPLEMENTATION RESEARCH GRANT RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON ST CHICAGO IL 60607 362174823 501(C)(3) 49780 0 N/A N/A HEALTH SERVICES RESEARCH GRANT SHIRLEY RYAN ABILITY LAB 355 E ERIE ST CHICAGO IL 60611 362256036 501(C)(3) 10799 0 N/A N/A IMPLEMENTATION RESEARCH GRANT SYRACUSE UNIVERSITY 211 LYMAN HALL SYRACUSE NY 13244 150532081 501(C)(3) 50000 0 N/A N/A HEALTH SERVICES RESEARCH GRANT THE TOWER FDN OF SJSU ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 501(C)(3) 125000 0 N/A N/A INTERVENTION RESEARCH GRANT AND 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 ALABAMA BIRMINGHAM 801 FINANCIAL SVC BLDG BIRMINGHAM AL 35294 636005396 501(C)(3) 25000 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 MICHIGAN 3003 S STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 49107 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 SO CA 3500 S FIGUEROA ST LOS ANGELES CA 90089 951642394 501(C)(3) 99824 0 N/A N/A HEALTH SERVICES RESEARCH GRANT AND IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER 910 MADISON MEMPHIS TN 38163 162600163 501(C)(3) 49458 0 N/A N/A HEALTH SERVICES RESEARCH GRANT 19 0 SCHOLARSHIPS 54 94011 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 213271 0 0 0 0 0 9064 0 15430 0 237765 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 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. THIS PROCESS MOST RECENTLY TOOK PLACE IN 2021. 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 2021. 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 116221 930063 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC