THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC

EIN: 136189382 501(c)(3)

ROCKVILLE, MD

Total Revenue
$4,403,662
Total Expenses
$2,760,569
Total Assets
$38,167,834
Net Assets
$37,796,567
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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
1965
Legal Domicile
DE
Principal Officer
PATRICIA DAVIES
Phone
2402921034
Tax Period
2023-10-01 to 2024-09-30

THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC, founded in 1965, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 37% operating margin.

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $628,309
Program Service Revenue $254,840
Investment Income $3,383,448
Other Revenue $137,065
TOTAL REVENUE $4,403,662

Expense Breakdown

Grants Paid $594,781
Salaries & Benefits $1,173,208
Fundraising Expenses $202,958
Program Expenses $1,498,310
Other Expenses $992,580
TOTAL EXPENSES $2,760,569

Year-over-Year Comparison

2023 2022 Change
Revenue $4,403,662 $2,151,596 +1.0%
Expenses $2,760,569 $2,979,786 -0.1%
Net Income $1,643,093 $-828,190 -3.0%
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

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Governance

Voting Members
15
Independent Members
15
Employees
12
Volunteers
78

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
7
$713,244
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00
Officer
$225,840 $30,589 $256,429
LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00
Officer
$135,588 $16,332 $151,920
JEANNE COOPER CHIEF OPERATING OFFICER 35.00
Officer
$112,943 $28,026 $140,969
SATVIKA GARG CHIEF SCIENTIFIC OFFICER 35.00
Officer
$134,912 $29,014 $163,926
MARY JANE MULCAHEY CHAIR 1.00
Officer Director
$0 $0 $0
JANET POOLE VICE CHAIR 1.00
Officer Director
$0 $0 $0
ANNE BRYDEN TREASURER 1.00
Officer Director
$0 $0 $0
DOUGLENE JACKSON SECRETARY 1.00
Director
$0 $0 $0
HAZEL BRELAND TRUSTEE 1.00
Director
$0 $0 $0
ERIK JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
KATHLEEN LYONS TRUSTEE 1.00
Director
$0 $0 $0
ANDREW PERSCH TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH PFEIFFER TRUSTEE 1.00
Director
$0 $0 $0
ANTOINETTE SHAW TRUSTEE 1.00
Director
$0 $0 $0
PAMELA TALERO CABREJO TRUSTEE 1.00
Director
$0 $0 $0
TEAL BENEVIDES TRUSTEE 1.00
Director
$0 $0 $0
PATRICIA DAVIES TRUSTEE 1.00
Director
$0 $0 $0
RACHEL PROFFITT WOLPERT TRUSTEE 1.00
Director
$0 $0 $0
TIMOTHY REISTETTER TRUSTEE 1.00
Director
$0 $0 $0
DANGNEY FIDLER TRUSTEE (THRU 12/2023) 1.00
Director
$0 $0 $0
STEPHEN SHORE TRUSTEE (THRU 12/2023) 1.00
Director
$0 $0 $0
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
2024 $4,403,662 $2,760,569 $38,167,834 $1,643,093
2023 $2,151,596 $2,979,786 $33,285,365 $-828,190
2022 $3,806,497 $3,002,950 $31,689,835 $803,547
2021 $4,066,091 $2,528,620 $37,816,287 $1,537,471
2020 $1,663,164 $2,180,425 $32,528,569 $-517,261
2019 $5,629,101 $1,977,437 $30,892,163 $3,651,664
2018 $3,692,229 $1,720,040 $29,424,583 $1,972,189
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