2021-08-12T16:34:44-05:00 2020-09-30 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2019-10-01 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 2021-08-12 1 MICHAELA J CROMAR CPA P00895728 8178775000 2021-08-11 2019 2022-09-23 18:48:47Z MARY JANE MULCAHEY 12300 TWINBROOK PARKWAY NO 520 ROCKVILLE MD 20852 14834840 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 13 13 0 0 2282800 519674 290748 151978 2937478 892173 118075 99339 5629101 1663164 408976 567718 0 0 798869 930595 0 0 195934 769592 682112 1977437 2180425 3651664 -517261 30892163 32528569 187052 276714 30705111 32251855 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 732637 477943 71372 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 (5 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 AND PROVIDE LIBRARY SERVICES TO INCLUDE CATALOGING OF LITERATURE, COLLECTION DEVELOPMENT AND FULFILLMENT OF REFERENCE REQUESTS. 356814 89775 89544 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. 1089451 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 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 13 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 1 0 AK AL CA CO CT KY MA MD ME MI NC ND NH NM 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 207936 0 32201 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 119442 0 15318 JEANNE COOPER CHIEF OPERATING OFFICER 35.00 X 96445 0 18253 MARY LAWLOR CHAIRWOMAN OF THE BOARD 1.50 X X 0 0 0 ELIZABETH FRANCIS-CONNOLLY VICE CHAIR (10/1/19 - 12/31/19) 1.00 X X 0 0 0 KRISTIE PATTEN VICE CHAIR 1.00 X X 0 0 0 NANCY BAKER SECRETARY 1.00 X X 0 0 0 FELICIA CHEW TREASURER 1.00 X X 0 0 0 TARA ALEXANDER TRUSTEE 1.00 X 0 0 0 DONALD FOGETBERG TRUSTEE 1.00 X 0 0 0 SIMONE GILL TRUSTEE 1.00 X 0 0 0 ROGER IDEISHI 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 MARY JANE MULCAHEY TRUSTEE 1.00 X 0 0 0 SUSAN GARBER TRUSTEE (10/1/19 - 12/31/19) 1.00 X 0 0 0 SUSAN STARK TRUSTEE 1.00 X 0 0 0 423823 0 65772 2 0 1 0 0 519674 519674 MEMBERSHIP DUES 900099 89544 89544 SUBSCRIPTIONS 900099 62434 62434 151978 706331 706331 85554 85554 13351556 13165714 185842 185842 185842 14900 5962 8938 8938 CREDIT CARD 900099 3790 3790 1057 1057 4847 1663164 160916 0 982574 462943 462943 104775 104775 490983 102764 300862 87357 353669 221333 103352 28984 10114 10114 24401 24401 51428 51428 1280 1280 83615 83615 99187 99187 107339 27870 28617 50852 56012 7159 33504 15349 18030 15201 2829 82072 82072 14532 5329 1222 7981 4505 1914 2170 421 1034 1034 17477 17477 8460 8460 PUBLICATION 135296 135296 BANK & CREDIT CARD FEES 45973 4125 41284 564 STATE CHARITABLE REGIST 4916 4916 DUES AND SUBSCRIPTIONS 742 742 1642 2132 -490 2180425 1089451 895040 195934 252188 403512 640946 726949 1446922 694154 2007 1886 1886 39241 6741 193567 132426 49684 61141 26303569 30596374 2155720 37812 30892163 32528569 165974 69121 69200 19586 14402 1492 123991 187052 276714 X 18745706 20191300 11959405 12060555 30705111 32251855 30892163 32528569 X -517261 1987049 76956 X 0 1 X 1 0 X 823189 763572 1793009 2282550 519674 6181994 823189 763572 1793009 2282550 519674 6181994 1627217 4554777 515244 658254 738543 840149 791885 3544075 20685 29876 21520 31727 4847 108655 9834724 1299664 0.46310 0.48480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7380091 118808 3058838 63683 33496 10460558 6308322 884620 235655 20081 28425 7380091 5874963 89022 454579 72694 37548 6308322 5265607 192358 533141 78771 37372 5874963 5359198 133659 -144920 50250 32080 5265607 0.11950 0.82300 0.05750 0 0 193567 132426 61141 61141 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1493 DEFERRED RENT 61059 ACCRUED LIABILITIES 61439 123991 X 3633943 1987048 82918 2069966 1563977 99187 99187 1663164 2087199 5961 5961 2081238 99187 99187 2180425 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 5,962. CHANGE IN THE VALUE OF SPLIT-INTEREST AGREEMENTS 76,956. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,962. ROUNDING -1. 1 COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 501(C)(3) 72797 HEALTH SERVICES RESEARCH GRANT AND INTERVENTION RESEARCH GRANT UNIVERSITY OF TEXAS MEDICAL BRANCH 301 UNIVERSITY BLVD GALVESTON TX 77555 174600094 501(C)(3) 99985 HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF WISCONSIN MILWAUKEE PO BOX 340 MILWAUKEE WI 53201 391805963 501(C)(3) 25000 INTERVENTION RESEARCH GRANT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 33965 650753801 501(C)(3) 18646 INTERVENTION RESEARCH GRANT UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CTR 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 501(C)(3) 24999 INTERVENTION RESEARCH GRANT EASTERN CAROLINA UNIVERSITY 2200 S CHARLES BLVD GREENVILLE SC 27834 566000403 501(C)(3) 25000 INTERVENTION RESEARCH GRANT NEW YORK UNIVERSITY 665 BROADWAY NEW YORK NY 10012 476098694 501(C)(3) 24825 INTERVENTION RESEARCH GRANT THOMAS JEFFERSON UNIVERSITY 125 SOUTH 9TH STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 25000 INTERVENTION RESEARCH GRANT NATIONWIDE CHILDREN'S HOSPITAL 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 501(C)(3) 49905 IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO 1737 W POLK STREET CHICAGO IL 60612 376000511 501(C)(3) 50000 IMPLEMENTATION RESEARCH GRANT UNIVERSITY OF FLORIDA PO BOX 115500 GAINESVILLE FL 32611 596002052 501(C)(3) 49999 IMPLEMENTATION RESEARCH GRANT 11 0 SCHOLARSHIPS 59 99775 FELLOWSHIPS 1 5000 PART I, LINE 2: APPLICANT GOES THROUGH AN EXTENSIVE APPLICATION AND REVIEW PROCESS. GRANTS ARE PAID IN 2 PAYMENTS WITH START DATES PRE-DETERMINED OF APRIL OR JULY. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A MID YEAR REPORT BEFORE THE 2ND PORTION OF THE GRANT MONIES ARE RELEASED, AND THEN THEY MUST SUBMIT A FINAL REPORT AND FINANCIAL DOCUMENTS TO SHOW THE FINAL USAGE OF THE FUNDS. SURPLUS MONIES MUST BE RETURNED. 1 X X X X 0 0 0 0 0 0 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 202936 211158 5000 8975 0 14810 8441 0 23760 0 240137 234943 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 B, LINE 11B THE 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR FIRST REVIEW AND THEN PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AND FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH DIRECTOR, 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 WHEN A NEW CEO CONTRACT IS NECESSARY THE COMMITTEE REVIEWS COMPENSATION STUDIES FOR OTHER NON-PROFITS OF THE SAME SIZE IN DETERMINING APPROPRIATE COMPENSATION. FOR KEY EMPLOYEES, THE CEO MAKES THE DETERMINATION BASED ON COMPENSATION FOR OTHER NON-PROFITS WITH SIMILAR POSITIONS. 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 76,956. NATIONAL HONOR SOCIETY AFFILIATE 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 136189382 MANAGEMENT OF HONOR SOCIETY MD 203933 606281 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC