2022-08-15T08:37:25-05:00 2021-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 2402921034 12300 TWINBROOK PARKWAY NO 520 ROCKVILLE MD 20852 MARY JANE MULCAHEY CHAIR, AOTF BOARD OF TRUSTEES 2402921034 2022-08-15 1 MARY JANE MULCAHEY 999009999 J ANDREW SMITH P00635175 5712279500 2022-08-15 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY JANE MULCAHEY 12300 TWINBROOK PARKWAY NO 520 ROCKVILLE MD 20852 9844909 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 9 15 0 0 519674 1608958 151978 299775 892173 2049000 99339 108358 1663164 4066091 567718 1020188 0 0 930595 861296 0 0 178506 682112 647136 2180425 2528620 -517261 1537471 32528569 37816287 276714 135547 32251855 37680740 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 1280938 943669 110139 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. 398461 76519 209747 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. 1679399 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 8 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 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 MO NY OR PA SC TN X JEANNE COOPER 2402921034 12300 TWINBROOK PARKWAY NO 520 ROCKVILLE MD 20852 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 203648 0 23480 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 124210 0 15142 JEANNE COOPER CHIEF OPERATING OFFICER 35.00 X 97097 0 18816 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 1.00 X X 0 0 0 DANGNEY FIDLER TRUSTEE 1.00 X 0 0 0 DONALD FOGELBERG TRUSTEE 1.00 X 0 0 0 SIMONE GILL TRUSTEE 1.00 X 0 0 0 DOUGLENE JACKSON 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 1.00 X 0 0 0 JANET POOLE TRUSTEE 1.00 X 0 0 0 STEPHEN SHORE TRUSTEE 1.00 X 0 0 0 SUSAN STARK TRUSTEE 1.00 X 0 0 0 CHERYL STRICKLAND TRUSTEE 1.00 X 0 0 0 424955 0 57438 2 0 1 0 0 1608958 4090 1608958 MEMBERSHIP DUES 900099 138442 138442 SUBSCRIPTIONS 900099 76407 76407 SPONSORSHIP REVENUE 900099 69200 69200 TICKET SALES 900099 15726 15726 299775 1122880 1122880 86831 86831 6701684 5775564 926120 926120 926120 23365 3254 20111 20111 1416 1416 1416 4066091 319886 0 2137247 943669 943669 76519 76519 489861 78266 332016 79579 278870 245204 20946 12720 9493 9229 264 32701 26566 3316 2819 50371 22316 22130 5925 684 522 162 87497 87497 114701 114701 127046 84050 42996 1702 336 1364 2 30972 10985 5812 14175 31035 24294 6741 78868 31254 38337 9277 19460 2870 16590 1085 1085 18806 18806 8046 8046 PUBLICATION 85378 85378 DUES AND SUBSCRIPTIONS 32771 32760 11 FELLOWSHIPS 5000 5000 4085 181 -104 4008 2528620 1679399 670715 178506 403512 437919 726949 2059140 694154 1037567 1886 6741 6978 193567 151232 61141 42335 30596374 34220348 37812 12000 32528569 37816287 69121 65882 69200 14402 9218 123991 60447 276714 135547 X 20191300 24724719 12060555 12956021 32251855 37680740 32528569 37816287 1537471 3891414 0 X X 0 1 X 1 0 X 763572 1793009 2282550 519674 1608934 6967739 763572 1793009 2282550 519674 1608934 6967739 2242904 4724835 658254 738543 840149 791885 1209711 4238542 29876 21520 31727 4847 1440 89410 11295691 1363643 0.41830 0.46310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10460558 210662 1687577 55020 38842 12264935 7380091 118808 3058838 63683 33496 10460558 6308322 884620 235655 20081 28425 7380091 5874963 89022 454579 72694 37548 6308322 5265607 192358 533141 78771 37372 5874963 0.18770 0.71910 0.09320 0 0 193567 151232 42335 42335 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 DEFERRED RENT 58955 60447 X 7846392 3891414 3254 3894668 3951724 114367 114367 4066091 2417507 3254 3254 2414253 114367 114367 2528620 PART V, LINE 4: 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 3,254. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,254. 1 AUGUSTA UNIVERSITY 1120 - 5TH STREET AUGUSTA GA 30912 581418202 501(C)(3) 45599 HEALTH SERVICES RESEARCH GRANT GREATER LOS ANGELES VETERANS RESEARCH AND EDUCATION FOUNDATION 11301 WILSHIRE BLVD BLDG 114 RM 218 218 LOS ANGELES CA 90073 832316783 501(C)(3) 47001 HEALTH SERVICES RESEARCH GRANT INDIANA UNIVERSITY 509 EAST 3RD STREET BLOOMINGTON IN 47401 356001673 501(C)(3) 48492 IMPLEMENTATION RESEARCH GRANT NATIONWIDE CHILDREN'S HOSPITAL 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 49905 IMPLEMENTATION RESEARCH GRANT NEW YORK UNIVERSITY 665 BROADWAY 801 NEW YORK NY 10012 476098694 501(C)(3) 24918 INTERVENTION RESEARCH GRANT NORTHERN ARIZONA UNIVERSITY 525 BEAVER STREET PO BOX 4130 FLAGSTAFF AZ 86011 742579628 501(C)(3) 25000 INTERVENTION RESEARCH GRANT OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 501(C)(3) 74745 INTERVENTION RESEARCH GRANT AND IMPLEMENTATION RESEARCH GRANT SYRACUSE UNIVERSITY 211 LYMAN HALL SYRACUSE NY 13244 150532081 501(C)(3) 50000 HEALTH SERVICES RESEARCH GRANT THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 25000 INTERVENTION RESEARCH GRANT UNIVERSITY OF ALABAMA BIRMINGHAM 1720 2ND AVE S BIRMINGHAM AL 35294 636005396 501(C)(3) 25000 INTERVENTION RESEARCH GRANT UNIVERSITY OF SOUTHERN CALIFORNIA 3720 S FLOWER STREET LOS ANGELES CA 90089 951642394 501(C)(3) 99823 HEALTH SERVICES RESEARCH GRANT AND IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 174600094 501(C)(3) 74999 HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF WASHINGOTN 4333 BROOKLYN AVE SEATTLE WA 98195 916001537 501(C)(3) 49826 INTERVENTION RESEARCH GRANT UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 115500 GAINESVILLE FL 32611 596002052 501(C)(3) 49999 IMPLEMENTATIONRESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO 1737 W POLK STREET CHICAGO IL 60612 376000511 501(C)(3) 50000 IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF MICHIGAN 3003 S STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 49107 HEALTH SERVICES RESEARCH GRANT WASHINGTON UNIVERSITY ST LOUIS ONE BROOKINGS DRIVE ST LOUIS MO 63130 430656110 501(C)(3) 99794 INTERVENTION RESEARCH GRANT UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER 62 SOUTH DUNLOP STREET MEMPHIS TN 38163 162600163 501(C)(3) 49758 HEALTH SERVICES RESEARCH GRANT 18 0 SCHOLARSHIPS 53 76519 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. 1 X X 0 0 0 0 0 0 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 203648 0 0 0 0 0 8776 0 14704 0 227128 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 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 A, LINE 4 ADDED THE NAME OF NEW STANDING COMMITTEE: STANDING FOR RESEARCH INCLUSION, DIVERSITY, AND EQUITY (STRIDE) COMMITTEE TO BYLAWS. 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 2020. 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 2020. 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 XII, LINE 2C: THR PROCESS FOR OVERSIGHT AND SELECTION HAS NOT CHANGED. NATIONAL HONOR SOCIETY AFFILIATE 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 136189382 MANAGEMENT OF HONOR SOCIETY MD 330997 870906 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC