2020-08-07T14:20:01-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 2402921034 12300 TWINBROOK PARKWAY NO 520 ROCKVILLE MD 20852 MARY LAWLOR CHAIR 2402921034 2020-08-07 1 LOVELEEN SAINI P01689888 5712279500 2020-08-07 72.83.4.166 2020-08-07 13:47:56 ED P 1938324BD4D887D076751857843371B82258E98C 87826B80F82B7742AC94E6ED7EC5993094E974B0 2018 2020-09-23 17:36:50Z X MARY LAWLOR 12300 TWINBROOK PARKWAY NO 520 ROCKVILLE MD 20852 18053780 0 X HTTP://WWW.AOTF.ORG X 1965 DE SUPPORT FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH. 13 13 13 55 0 0 1793009 2282800 247960 290748 1536772 2937478 114488 118075 3692229 5629101 335881 408976 0 0 682018 798869 0 0 288618 702141 769592 1720040 1977437 1972189 3651664 29424583 30892163 181811 187052 29242772 30705111 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 820636 366932 117035 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. 311889 42044 176254 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. 1132525 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 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 MARY LAWLOR CHAIR OF THE BOARD 1.50 X X 0 0 0 ELIZABETH FRANCIS-CONNOLLY VICE CHAIR 1.00 X X 0 0 0 KRISTIE P KOENIG SECRETARY 1/1/2019 TO 9/30/19 1.00 X X 0 0 0 CHERYL MILLER TREASURER - THRU 8/19 1.00 X X 0 0 0 TARA ALEXANDER TRUSTEE 1.00 X 0 0 0 NANCY BAKER TRUSTEE 1.00 X 0 0 0 FELICIA CHEW TRUSTEE 1.00 X 0 0 0 SUSAN GARBER 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 MARY JANE MULCAHEY TRUSTEE 1.00 X 0 0 0 FORREST PENDLETON 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 BETTE BONDER SECRETARY FROM 10/1/18 TO 12/31/18 1.00 X X 0 0 0 MARY ELLEN BUNING TRUSTEE TO 12/31/18 1.00 X 0 0 0 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 122251 0 11544 VARLEISHA GIBBS SCIENTIFIC PROGRAMS OFFICER 35.00 X 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 197050 0 22211 319301 0 33755 2 0 1 0 0 2282800 2282800 MEMBERSHIP DUES 900099 99010 99010 SPONSORSHIP REVENUE 900099 80538 80538 LIBRARY SERVICES 900099 44401 44401 SUBSCRIPTIONS 900099 43134 43134 WORKSHOP/CONFERENCE 900099 19915 19915 3750 3750 290748 756342 756342 83807 83807 14588625 12407489 2181136 2181136 2181136 19731 17190 2541 2541 EXPENSE REIMBURSEMENT 900099 3181 3181 28546 28546 31727 5629101 293289 0 3053012 X 361932 361932 47044 47044 425123 106283 212562 106278 283237 185894 21943 75400 8013 3388 1284 3341 35572 21240 10232 4100 46924 20153 14880 11891 7016 7016 80247 80247 94933 94933 258621 212451 14769 31401 15241 1711 13530 49695 20236 12402 17057 10785 10785 53814 22796 17192 13826 98875 64012 24355 10508 11862 7366 3660 836 1335 1335 13009 5510 4157 3342 8515 3607 2720 2188 PUBLICATION 36030 36030 BANK & CREDIT CARD FEES 16735 169 16566 STATE CHARITABLE REGIST 5858 5858 DUES AND SUBSCRIPTIONS 1665 1611 54 5356 307 2457 2592 1977437 1132525 556294 288618 161690 252188 1321795 640946 849642 1446922 14717 2007 358 1886 9471 39241 164633 114949 43868 49684 24796659 26303569 2226383 2155720 29424583 30892163 155850 165974 24469 19586 1492 1492 181811 187052 X 19044065 18745706 2606324 3546553 7592383 8412852 29242772 30705111 29424583 30892163 X 3651664 -2106053 -83272 X 0 1 X 1 0 X 739611 823189 763572 1793009 2282550 6401931 739611 823189 763572 1793009 2282550 6401931 1632093 4769838 546435 515244 658254 738543 840149 3298625 33441 20685 29876 21520 31727 137249 9837805 1351220 0.48480 0.38380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6308322 884620 235655 20081 28425 7380091 5874963 89022 454579 72694 37548 6308322 5265607 192358 533141 78771 37372 5874963 5359198 133659 -144920 50250 32080 5265607 5408786 85313 -82526 41653 10722 5359198 0.10900 0.85160 0.03940 0 0 164633 114949 49684 49684 BENEFICIAL INTEREST IN REMAINDER AND PERPETUAL TRUSTS 2128167 DUE FROM AFFILIATE (AOTA) 11441 INTEREST RECEIVABLE 4112 SECURITY DEPOSITS 12000 2155720 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 1492 X 3362033 -2106053 -66082 -2172135 5534168 94933 94933 5629101 1899694 17190 17190 1882504 94933 94933 1977437 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 17,190. CHANGE IN THE VALUE OF SPLIT-INTEREST AGREEMENTS -83,272. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 17,190. 1 UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE B21 PITTSBURGH PA 15213 250965591 501(C)(3) 25000 INTERVENTION RESEARCH GRANT MGH INSTITUTE OF HEALTH PROFESSIONS 36 - 1ST AVENUE OFFICE OF THE PROVOST CHARLESTOWN MA 02129 042868893 501(C)(3) 24990 INTERVENTION RESEARCH GRANT EAST CAROLINA UNIVERSITY 2200 S CHARLES BLVD GREENVILLE NC 27834 566000403 501(C)(3) 25000 INTERVENTION RESEARCH GRANT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 33965 650753801 501(C)(3) 18646 INTERVENTION RESEARCH GRANT UNIVERSITY OF TEXAS SW MEDICAL CENTER 5323 HARRY HINES BOULEVARD DALLAS TX 75390 756002868 501(C)(3) 24999 INTERVENTION RESEARCH GRANT COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FT COLLINS CO 80523 846000545 501(C)(3) 24998 INTERVENTION RESEARCH GRANT UNIVERSITY OF TEXAS MEDICAL BRANCH 301 UNIVERSITY BOULEVARD GALVESTON TX 77555 174600094 501(C)(3) 24983 HEALTH SERVICES RESEARCH GRANT COLORADO STATE UNIVERSITY 2002 CAMPUS DELIVERY FT COLLINS CO 80523 846000545 501(C)(3) 47799 HEALTH SERVICES RESEARCH GRANT AUGUST UNIVERSITY 1120 - 15TH STREET AUGUSTA GA 30912 581418202 501(C)(3) 45599 HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF MILWAUKEE - WISCONSIN PO BOX 340 MILWAUKEE WI 53201 391805963 501(C)(3) 25000 INTERVENTION RESEARCH GRANT 10 0 SCHOLARSHIPS 56 42044 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 190550 0 5000 0 1500 0 8441 0 13770 0 219261 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 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 THE PROCESS OF DETERMINING COMPENSATION OF THE ORGANIZATIONS CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL: WHEN A NEW CONTRACT IS NECESSARY THE COMMITTEE REVIEWS COMPENSATION STUDIES FOR OTHER NON-PROFITS OF THE SAME SIZE IN DETERMINING APPROPRIATE COMPENSATION. THE MOST RECENT PROCESS WAS PERFORMED IN 2019. THE PROCESS OF DETEMINING COMPENSATION OF THE ORGANIZATIONS OFFICERS OR KEY EMPLOYEES: REVIEW OF COMPORABLE POSITIONS AT OTHER NON PROFIT ORGANIZATIONS. THE MOST RECENT PROCESS WAS PERFORMED IN 2019. 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 SCHOLARSHIP MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 173,233. MANAGEMENT AND GENERAL EXPENSES 14,769. FUNDRAISING EXPENSES 31,032. TOTAL EXPENSES 219,034. HONORARIUMS: PROGRAM SERVICE EXPENSES 11,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,250. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 27,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 369. TOTAL EXPENSES 28,337. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -83,272. NATIONAL HONOR SOCIETY AFFILIATE 4720 MONTGOMERY LANE SUITE 202 BETHESDA MD 20814 136189382 MANAGEMENT OF HONOR SOCIETY MD 209944 516865 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC