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Nonprofiteer
← AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC

Form 990 for tax year 2022

Filed by AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC.

Totals

Total revenue
$2,151,596
Total expenses
$2,979,786
Contributions and grants received
$649,558
Grants paid
$889,305
Program service revenue
$253,259
Investment income
$1,095,462
Other revenue
$153,317
Total assets, end of year
$33,285,365
Total liabilities, end of year
$616,327
Net assets or fund balances, end of year
$32,669,038
Program services expenses (Part IX)
$1,891,306
Management and general expenses
$901,249
Fundraising expenses
$187,231
Program service expenses (Part III)
$1,891,306

Program services were 63.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $649,558

  • 1g · Noncash contributions included above

    $3,196

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $114,387 · related or exempt $114,387

  • 2b · Program service revenue: SPONSORSHIP REVENUE

    total $74,800 · related or exempt $74,800

  • 2c · Program service revenue: SUBSCRIPTIONS

    total $45,252 · related or exempt $45,252

  • 2d · Program service revenue: TICKET SALES

    total $18,820 · related or exempt $18,820

  • 3 · Investment income

    total $985,072 · excluded $985,072

  • 5 · Royalties

    total $104,049 · excluded $104,049

  • 7a · Gross sales of assets other than inventory

    securities $9,808,418

  • 7b · Less cost or other basis and sales expenses

    securities $9,698,028

  • 7c · Gain or loss

    securities $110,390

  • 7d · Net gain or loss

    total $110,390 · excluded $110,390

  • 10a · Gross sales of inventory

    $52,228

  • 10b · Cost of goods sold

    $9,294

  • 10c · Net income from sales of inventory

    total $42,934 · related or exempt $42,934

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $3,842 · excluded $3,842

  • 11b · Other revenue: BILLABLE EXPENSE INCOM

    total $2,492 · excluded $2,492

  • 11e · Other revenue, total

    $6,334

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $813,879 · program services $813,879

  • 2 · Grants to domestic individuals

    total $75,426 · program services $75,426

  • 5 · Compensation of officers, directors and key employees

    total $694,285 · program services $149,084 · management and general $440,132 · fundraising $105,069

  • 7 · Other salaries and wages

    total $288,896 · program services $232,776 · management and general $52,018 · fundraising $4,102

  • 8 · Pension plan contributions

    total $3,770 · program services $3,770

  • 9 · Other employee benefits

    total $16,125 · program services $16,125

  • 10 · Payroll taxes

    total $67,760 · program services $27,140 · management and general $33,245 · fundraising $7,375

  • 11b · Fees: legal

    total $9,150 · management and general $9,150

  • 11c · Fees: accounting

    total $89,718 · management and general $89,718

  • 11f · Fees: investment management

    total $106,661 · management and general $106,661

  • 11g · Fees: other

    total $134,909 · program services $125,144 · fundraising $9,765

  • 12 · Advertising and promotion

    total $91,133 · program services $83,603 · management and general $7,530

  • 13 · Office expenses

    total $60,586 · program services $37,195 · management and general $11,951 · fundraising $11,440

  • 14 · Information technology

    total $56,292 · program services $2,465 · management and general $53,827

  • 16 · Occupancy

    total $82,657 · program services $33,107 · management and general $40,554 · fundraising $8,996

  • 17 · Travel

    total $64,672 · program services $55,353 · management and general $7,286 · fundraising $2,033

  • 19 · Conferences, conventions and meetings

    total $23,146 · program services $20,946 · management and general $2,200

  • 23 · Insurance

    total $10,135 · management and general $10,135

  • 24a · Other expenses: PUBLICATION

    total $83,112 · program services $50,906 · management and general $23,114 · fundraising $9,092

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $14,389 · program services $8,813 · management and general $5,576

  • 24e · All other expenses

    total $193,085 · program services $155,574 · management and general $8,152 · fundraising $29,359

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $416,192 · end of year $586,977

  • 2 · Savings and temporary cash investments

    beginning of year $1,774,570 · end of year $2,200,210

  • 3 · Pledges and grants receivable

    beginning of year $1,417,640 · end of year $678,746

  • 4 · Accounts receivable

    beginning of year $18,441 · end of year $17,955

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,089 · end of year $14,520

  • 10a · Land, buildings and equipment: cost or other basis

    $184,599

  • 10b · Land, buildings and equipment: accumulated depreciation

    $167,557

  • 10c · Land, buildings and equipment, net

    beginning of year $12,600 · end of year $17,042

  • 11 · Investments: publicly traded securities

    beginning of year $28,031,303 · end of year $29,493,620

  • 15 · Other assets

    beginning of year $12,000 · end of year $276,295

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,222 · end of year $270,762

  • 23 · Secured mortgages and notes payable

    beginning of year $3,375

  • 25 · Other liabilities

    beginning of year $57,134 · end of year $345,565

  • 27 · Net assets without donor restrictions

    beginning of year $18,985,559 · end of year $20,207,323

  • 28 · Net assets with donor restrictions

    beginning of year $12,554,545 · end of year $12,461,715

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $1,345,224 · Grants $793,684 · Revenue $270,417

  • 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.

    Expenses $546,082 · Grants $95,621 · Revenue $25,776

As filed on the 2022 return.

Listed in Part VII

  • Mary Jane Mulcahey

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Janet Poole

    VICE CHAIR, TRUSTEE (THRU 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • Kristie Patten

    VICE CHAIR (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • Anne Bryden

    TREASURER, TRUSTEE (THRU 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • Felicia Chew

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Douglene Jackson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Felicia Chew

    TREASURER (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • Hazel Breland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dangney Fidler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Donald Fogelberg

    TRUSTEE (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • Merrill Friedman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Erik Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Lyons

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Susan Magasi

    TRUSTEE (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • Kerri Morgan

    TRUSTEE (THRU 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • Andrew Persch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Pfeiffer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Antoinette Shaw

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen Shore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pamela Talero Cabrejo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Scott Campbell

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $244,290
    From this org
    $214,752
    From related orgs
    $0
    Other
    $29,538
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $214,752
    Bonus
    $0
    Other
    $0
    Deferred
    $9,127
    Nontaxable benefits
    $20,411
    Filer's total
    $244,290

  • Lawrence Liff

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $147,641
    From this org
    $131,083
    From related orgs
    $0
    Other
    $16,558
    Hours/week
    35

  • Jeanne Cooper

    CHIEF OPERATING OFFICER

    Total calculated
    $130,044
    From this org
    $104,318
    From related orgs
    $0
    Other
    $25,726
    Hours/week
    35

  • Satvika Garg

    CHIEF SCIENTIFIC OFFICER

    Total calculated
    $148,296
    From this org
    $123,921
    From related orgs
    $0
    Other
    $24,375
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NATIONAL HONOR SOCIETY AFFILIATE

    MANAGEMENT OF HONOR SOCIETY · MD · income $296,743 · assets $1,131,078

    Directly controlled by THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
5 August 2024
IRS schema version
2022v5.0
Source object
202402209349301635

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