THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC (EIN 131526422) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1917

Legal Domicile

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$600,338

Total Directors

$25,000

Key Employees

$837,013

Highest Compensated

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

THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC