THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC

EIN: 131526422

BETHESDA, MD

Total Revenue
$21,970,432
Total Expenses
$23,462,165
Total Assets
$39,251,488
Net Assets
$21,332,056
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1917
Legal Domicile
DC
Principal Officer
KATIE JORDAN
Phone
3016526611
Tax Period
2023-07-01 to 2024-06-30

THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC, founded in 1917, is a mid-sized nonprofit that reported $22.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

TO ADVANCE OCCUPATIONAL THERAPY PRACTICE, EDUCATION, AND RESEARCH THROUGH STANDARD-SETTING AND ADVOCACY ON BEHALF OF ITS MEMBERS, THE PROFESSION, AND THE PUBLIC.

Program Service Accomplishments

Program 1

PROFESSIONAL DEVELOPMENT: AOTA SUPPORTS A WIDE RANGE OF SERVICES TO SERVE THE PROFESSION OF OCCUPATIONAL THERAPY ("OT"). THESE FALL INTO THREE MAJOR CATEGORIES: EDUCATION, ACCREDITATION, AND...

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PROFESSIONAL DEVELOPMENT: AOTA SUPPORTS A WIDE RANGE OF SERVICES TO SERVE THE PROFESSION OF OCCUPATIONAL THERAPY ("OT"). THESE FALL INTO THREE MAJOR CATEGORIES: EDUCATION, ACCREDITATION, AND PROFESSIONAL STANDARDS.THE ANNUAL CONFERENCE, AOTA INSPIRE, IS ATTENDED BY PRACTITIONERS AND STUDENTS REPRESENTING ALL 50 STATES. AOTA OFFERS EDUCATIONAL EVENTS TO HELP OCCUPATIONAL THERAPY PRACTITIONERS IMPROVE SKILLS IN SPECIFIC AREAS. SPECIALTY CONFERENCES ARE ALSO HELD, THE EDUCATION SUMMIT, CHILDREN AND YOUTH SPECIALTY CONFERENCE, ADULT REHABILITION,AND MENTAL HEALTH. AOTA PROVIDED VIRTUAL CONFERENCES ON ENTREPRENEURSHIP AND A WOMEN'S HEALTH CONFERENCEIN THE OTHER AREAS OF PROFESSIONAL DEVELOPMENT AND LICENSURE SUPPORT, AOTA OFFERS ONLINE EDUCATIONAL COURSES. AOTA HELPS NEW OTS AND OTAS PREPARE FOR THE NBCOT CERTIFICATION EXAM THROUGH AOTA'S NBCOT EXAM PREP. AOTA PROVIDES THOUSANDS OF HOURS OF CONTINUING EDUCATION CONTENT.AOTA PROVIDES ADDITIONAL BOARD AND SPECIALTY CERTIFICATION IN SEVERAL AREAS OF THE PROFESSION.AOTA, THROUGH ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION ("ACOTE"), ACCREDITS ACADEMIC PROGRAMS OFFERED BY JUNIOR COLLEGES, COLLEGES, AND UNIVERSITIES THAT OFFER A COURSE OF STUDY IN OCCUPATIONAL THERAPY.AOTA ALSO DEVELOPS PROFESSIONAL STANDARDS AS IT RELATES TO PRACTICE, ETHICS, EVIDENCE, AND STANDARDS. AOTA MAINTAINS SEVERAL COMMITTEES AND COMMISSIONS CHARGED WITH THE DEVELOPMENT AND PROMULGATION OF PRACTICE STANDARDS. IN ADDITION TO PUBLISHING PRACTICE GUIDELINES, AOTA ALSO MAINTAINS AN ETHICS COMMISSION, WHICH PROVIDES GUIDANCE IN THE CONDUCT OF PRACTICE AND ADJUDICATES COMPLAINTS AGAINST MEMBERS OF THE ASSOCIATION. AOTA FUNDS RESEARCH, ANALYSIS OF RESEARCH, AND DISSEMINATES THAT INFORMATION TO MEMBERS AND THE PUBLIC AT LARGE. EFFORTS CONTINUED TO LINK RESEARCH, EVIDENCE, EDUCATION, AND PRACTICE.

Program 2

PUBLICATIONS: AOTA PRODUCES A SCHOLARLY JOURNAL, THE AMERICAN JOURNAL OF OCCUPATIONAL THERAPY ("AJOT"), A PRACTICE MAGAZINE, OCCUPATION THERAPY PRACTICE ("OTP"), A SERIES OF NEWSLETTERS FOR VARIOUS...

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PUBLICATIONS: AOTA PRODUCES A SCHOLARLY JOURNAL, THE AMERICAN JOURNAL OF OCCUPATIONAL THERAPY ("AJOT"), A PRACTICE MAGAZINE, OCCUPATION THERAPY PRACTICE ("OTP"), A SERIES OF NEWSLETTERS FOR VARIOUS SUBSECTIONS OF THE PROFESSION, AND ELECTRONIC LITERATURE AVAILABLE ON THE ASSOCIATION'S WEBSITE, AOTA.ORG. AOTA PUBLISHES EDUCATIONAL TEXTBOOKS, PRIMARILY USED AT POST-SECONDARY EDUCATION INSTITUTIONS FOR THOSE STUDENTS STUDYING OT.

Program 3

ADVOCACY AND AWARENESS: AOTA REPRESENTS THE PROFESSION OF OCCUPATIONAL THERAPY TO THE GENERAL PUBLIC, PAYERS FOR OT SERVICES, AND POLICYMAKERS AT THE STATE AND NATIONAL LEVELS. AT THE FEDERAL LEVEL...

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ADVOCACY AND AWARENESS: AOTA REPRESENTS THE PROFESSION OF OCCUPATIONAL THERAPY TO THE GENERAL PUBLIC, PAYERS FOR OT SERVICES, AND POLICYMAKERS AT THE STATE AND NATIONAL LEVELS. AT THE FEDERAL LEVEL, AOTA REPRESENTS THE PROFESSION TO BOTH THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT. AOTA PROVIDES RELEVANT RESEARCH OR NEEDED INFORMATION FOR GOVERNMENT POLICYMAKERS.AT THE STATE LEVEL, AOTA SERVES AS A LIAISON TO STATE OCCUPATIONAL THERAPY ASSOCIATIONS AND STATE REGULATORY BOARDS/STATE AGENCIES, LEADING ADVOCACY EFFORTS AT THE STATE AND FEDERAL LEVELS RELATED TO HEALTH CARE REFORM AND MEDICAID REDESIGN. AOTA INITIATED A LICENSURE COMPACT INITIATIVE IN COLLABORATION WITH NBCOT. THE COMPACT GREATLY ENHANCES THE MOBILITY OF OT AND OTA PRACTITIONERS IN MEETING WORKFORCE DEMANDS.AT THE STATE LEVEL, AOTA EFFORTS ARE FOCUSED ON PROTECTING THE PROFESSION, SUPPORTING THE FRAMEWORK OF STATE PRACTICE ACTS THAT FORM THE LEGAL BASIS FOR THE PRACTICE OF OT, PROMOTING THE USE OF AOTA'S PROFESSIONAL STANDARDS BY STATE REGULATORS, AND ASSISTING STATE ASSOCIATIONS IN ENGAGING EFFECTIVELY ON CRITICAL POLICY ISSUES AT THE STATE LEVEL.AOTA WORKS WITH THERAPISTS, EMPLOYERS OF THERAPISTS, AND PAYERS OF OT SERVICES, SUCH AS INSURANCE COMPANIES, TO ASSIST IN THE PROPER PAYMENT AND ALLOCATIONS OF SERVICES. ADDITIONALLY, AOTA WORKS TO PROMOTE THE PROFESSION IN FOCUSED ADVERTISING AND BRANDING INITIATIVES.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $17,515,763
Investment Income $1,591,356
Other Revenue $2,863,313
TOTAL REVENUE $21,970,432

Expense Breakdown

Grants Paid $275,905
Salaries & Benefits $12,888,556
Fundraising Expenses $0
Other Expenses $10,297,704
TOTAL EXPENSES $23,462,165

Year-over-Year Comparison

2023 2022 Change
Revenue $21,970,432 $20,339,783 +0.1%
Expenses $23,462,165 $22,855,098 +0.0%
Net Income $-1,491,733 $-2,515,315 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
9
Employees
92
Volunteers
700

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$600,338
Total Directors
15
$25,000
Key Employees
3
$837,013
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALYSON STOVER PRESIDENT 2.00
Officer Director
$25,000 $0 $25,000
ARAMEH ANVARIZADEH VICE-PRESIDENT 3.00
Officer Director
$0 $0 $0
LINDA STRUCKMEYER SECRETARY 3.00
Officer Director
$0 $0 $0
BENJAMIN GROSS TREASURER 3.00
Officer Director
$0 $0 $0
BRIGITTE C DEPORT DIRECTOR 2.00
Director
$0 $0 $0
VICTORIA GARCIA WILBURN DIRECTOR 2.00
Director
$0 $0 $0
RAZAN HAMED DIRECTOR 2.00
Director
$0 $0 $0
ERIC MANN DIRECTOR - UNTIL 01/2024 2.00
Director
$0 $0 $0
AMY MAHLE DIRECTOR 2.00
Director
$0 $0 $0
DEBRA MARTIN DIRECTOR - AS OF 01/2024 2.00
Director
$0 $0 $0
VIKRAM PAGPATAN DIRECTOR 2.00
Director
$0 $0 $0
TIMOTHY PICKERING DIRECTOR 2.00
Director
$0 $0 $0
DARYL RISINGER DIRECTOR - AS OF 02/2024 2.00
Director
$0 $0 $0
MICHAEL URBAN DIRECTOR 2.00
Director
$0 $0 $0
CARLA WILHITE DIRECTOR - UNTIL 11/2023 2.00
Director
$0 $0 $0
SHERRY KERAMIDAS EXECUTIVE DIRECTOR UNTIL 07/2023 35.00
Officer
$368,411 $24,158 $392,569
CHARLES JEFFERS III EXECUTIVE DIRECTOR AS OF 07/2023 35.00
Officer
$182,769 $0 $182,769
NEIL HARVISON CHIEF, KNOWLEDGE 35.00
Key Emp
$286,680 $40,213 $326,893
PATRICIA HOPKINS CHIEF FINANCE AND OPS UNTIL 08/2023 35.00
Key Emp
$238,933 $23,034 $261,967
MATHEW CLARK CHIEF INNOVATION AND ENGAGEMENT UNTIL 08/2023 35.00
Key Emp
$232,126 $16,027 $248,153
JUNHUA LIU VP, IT 35.00
Highest
$230,972 $9,164 $240,136
SABRINA SALVANT VP, EDUCATION 35.00
Highest
$213,489 $8,341 $221,830
CHUCK WILLMARTH VP, STATE AFFAIRS 35.00
Highest
$201,690 $7,937 $209,627
HEATHER PARSONS VP, FEDERAL ADVOCACY 35.00
Highest
$198,092 $8,865 $206,957
GENGHIS HAROON VP MEMBER ENGAGEMENT UNTIL 08/2023 35.00
Highest
$194,888 $5,463 $200,351
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $21,970,432 $23,462,165 $39,251,488 $-1,491,733
2023 $20,339,783 $22,855,098 $38,178,235 $-2,515,315
2022 $22,538,284 $22,859,229 $32,857,655 $-320,945
2021 $20,998,534 $19,073,202 $36,395,415 $1,925,332
2020 $30,413,420 $18,956,284 $29,819,602 $11,457,136
2019 $21,469,960 $19,272,678 $17,939,714 $2,197,282
2018 $21,189,387 $19,710,362 $15,395,658 $1,479,025
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