THE AMERICAN OCCUPATIONAL THERAPY … - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $926,304 Revenue: $234,078

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 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.

Program 2

Expenses: $572,006 Revenue: $43,554

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...

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 130 PLUS CHAPTER LEVEL.

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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 $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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$713,244

Total Directors

Key Employees

Highest Compensated

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

THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC