Civic Intelligence

The American Occupational Therapy Foundation Inc

990 • Fiscal year 2017 • EIN 13-6189382

Oct 01, 2016 to Sep 30, 2017 • Filed on Jun 18, 2018

Organization ProfileWWW.AOTF.ORG
4720 Montgomery Lane No 202Bethesda, MD 20824-1220

(301) 652-2682

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

10th percentile

0.04x

Higher debt load relative to revenue than 10% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$213,111

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$27,174,788

Up $1,846,242 (+7.3%) from 2016

Net Assets

Up

$27,054,517

Up $1,820,241 (+7.2%) from 2016

Liabilities

Up

$120,271

Up $26,001 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin90th percentile

Revenue

Up

$3,071,490

Up $1,660,232 (+118%) from 2016

Expenses

Down

$1,663,310

Down $86,095 (-4.9%) from 2016

Net Income

Up

$1,408,180

Up $1,746,327 (+516%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $20,273,894Liabilities 2011: $137,609Net Assets 2011: $20,136,2852011Assets 2012: $23,080,852Liabilities 2012: $83,105Net Assets 2012: $22,997,7472012Assets 2013: $24,458,013Liabilities 2013: $89,096Net Assets 2013: $24,368,9172013Assets 2014: $25,966,184Liabilities 2014: $140,402Net Assets 2014: $25,825,7822014Assets 2015: $24,080,891Liabilities 2015: $149,404Net Assets 2015: $23,931,4872015Assets 2016: $25,328,546Liabilities 2016: $94,270Net Assets 2016: $25,234,2762016Assets 2017: $27,174,788Liabilities 2017: $120,271Net Assets 2017: $27,054,5172017Assets 2018: $29,424,583Liabilities 2018: $181,811Net Assets 2018: $29,242,7722018Assets 2019: $30,892,163Liabilities 2019: $187,052Net Assets 2019: $30,705,1112019Assets 2020: $32,528,569Liabilities 2020: $276,714Net Assets 2020: $32,251,8552020Assets 2021: $37,816,287Liabilities 2021: $135,547Net Assets 2021: $37,680,7402021Assets 2022: $31,689,835Liabilities 2022: $149,731Net Assets 2022: $31,540,1042022Assets 2023: $33,285,365Liabilities 2023: $616,327Net Assets 2023: $32,669,0382023Assets 2024: $38,167,834Liabilities 2024: $371,267Net Assets 2024: $37,796,5672024

Highlighted filing

2017

Assets$27,174,788
Liabilities$120,271
Net Assets$27,054,517
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $11,315,158Expenses 2011: $1,122,990Net Income 2011: $10,192,1682011Expenses 2012: $1,365,1712012Expenses 2013: $1,332,8182013Revenue 2014: $1,997,712Expenses 2014: $1,475,212Net Income 2014: $522,5002014Revenue 2015: $1,651,169Expenses 2015: $1,720,013Net Income 2015: -$68,8442015Revenue 2016: $1,411,258Expenses 2016: $1,749,405Net Income 2016: -$338,1472016Revenue 2017: $3,071,490Expenses 2017: $1,663,310Net Income 2017: $1,408,1802017Revenue 2018: $3,692,229Expenses 2018: $1,720,040Net Income 2018: $1,972,1892018Revenue 2019: $5,629,101Expenses 2019: $1,977,437Net Income 2019: $3,651,6642019Revenue 2020: $1,663,164Expenses 2020: $2,180,425Net Income 2020: -$517,2612020Revenue 2021: $4,066,091Expenses 2021: $2,528,620Net Income 2021: $1,537,4712021Revenue 2022: $3,806,497Expenses 2022: $3,002,950Net Income 2022: $803,5472022Revenue 2023: $2,151,596Expenses 2023: $2,979,786Net Income 2023: -$828,1902023Revenue 2024: $4,403,662Expenses 2024: $2,760,569Net Income 2024: $1,643,0932024

Highlighted filing

2017

Revenue$3,071,490
Expenses$1,663,310
Net Income$1,408,180
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 18, 2018
Return Version
2016v3.0
Gross Receipts
$9,532,844
Mission and Program Overview

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.

Aotf support the future of occupational therapy as an evidence-based profession through research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,118,088$23,567,539▲ $1,449,451
Savings and Temporary Cash Investments$577,564$842,026▲ $264,462
Pledges and Grants Receivable$250,538$317,357▲ $66,819
Cash and Non-Interest-Bearing Accounts$153,366$152,993▼ $373
Accounts Receivable$6,828$16,866▲ $10,038
Land, Buildings, and Equipment, Net$22,443$15,627▼ $6,816
Prepaid Expenses and Deferred Charges$41,801$9,828▼ $31,973
Inventories for Sale or Use$1,556$354▼ $1,202
Total Assets$25,328,546$27,174,788▲ $1,846,242
Other Assets Total$2,156,362$2,252,198▲ $95,836
Liabilities
Accounts Payable and Accrued Expenses$80,230$111,600▲ $31,370
Mortgage Notes Payable Secured by Investment Property$12,548$7,179▼ $5,369
Other Liabilities$1,492$1,492→ $0
Total Liabilities$94,270$120,271▲ $26,001
Net Assets / Fund Balance
Unrestricted Net Assets$17,241,163$18,362,669▲ $1,121,506
Permanently Rstr Net Assets$7,105,132$7,467,582▲ $362,450
Temporarily Rstr Net Assets$887,981$1,224,266▲ $336,285
Total Net Assets Fund Balance$25,234,276$27,054,517▲ $1,820,241
Total Liabilities and Net Assets / Fund Balance$25,328,546$27,174,788▲ $1,846,242

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,627$114,554$130,181
Other Assets Org$7,919--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,265,607$192,358▲ $533,141$78,771$5,874,963
2015$5,359,198$133,659▼ $144,920$50,250$5,265,607
2014$5,408,786$85,313▼ $82,526$41,653$5,359,198
2013$5,304,924$74,863▲ $83,366$44,970$5,408,786
2012$5,188,973$82,193▲ $55,823$21,865$5,304,924
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott CampbellChief Executive OfficerFT$188,478$24,633$213,111
Azalea CandelariaChief Development OfficerFT$108,872$11,848$120,720

Board Members and Trustees

NameTitle
Wendy CosterPresident
Elizabeth Francis-connollyVice-president
Bette BonderTrustee
Joseph K BreyTrustee
Mary Ellen BuningTrustee
Mary LawlorTrustee
Roy C BrumfieldTrustee
Susan GarberTrustee
M Carolyn BaumTrustee (until 12/16)
Jan PolgarSecretary
Kinsuk MaitraSecretary (until 11/2016)
Cheryl MillerTreasurer
Martha KirklandTreasurer (until 12/2016)
Revenue and Support

Revenue Composition

Contributions and Grants
$763,572
Program Service Revenue
$282,184
Investment Income
$1,889,555
Other Revenue
$136,179
All Other Contributions
$763,572
Change in Net Assets
$1,408,180

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,984,152
Revenue Not Reported on Financial Statements
$87,338
Revenue Not Reported on Form 990
$417,809
Total Revenue per Audited Statements
$3,401,961
Total Revenue per Form 990
$3,071,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$716,941
Salaries, Compensation, and Employee Benefits$667,102
Grants and Similar Amounts Paid$279,267
Total Fundraising Expense$246,439
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$196,176$73,198$91,920$361,294
Current Officers, Directors, Trustees, and Key Employees$54,009$108,018$54,009$216,036
Fees for Services Other$177,093$8,698$27,295$213,086
Grants to Domestic Orgs$199,475--$199,475
Office Expenses$79,944$25,370$23,603$128,917
Fees for Service Investment Mgmnt Fees$589$86,749-$87,338
Grants to Domestic Individuals$79,792--$79,792
Fees for Services Accounting-$75,697-$75,697
Travel$42,472$14,411$2,678$59,561
Occupancy$24,059$16,709$13,799$54,567
Payroll Taxes$17,698$10,828$10,272$38,798
Other Employee Benefits$19,405$12,210$4,672$36,287
Advertising$5,310$13,866$1,329$20,505
Conferences and Meetings$6,681$10,549$2,571$19,801
Pension Plan Contributions$7,834$2,988$3,865$14,687
All Other Expenses$490$10,312$491$11,293
Depreciation Depletion$4,336$3,011$2,486$9,833
Fees for Services Legal-$8,975-$8,975
Information Technology$8,641--$8,641
Insurance$3,724$2,587$2,136$8,447
Other Expenses$4,261$99$5,313$4,360
Interest-$607-$607
Total Functional Expenses$931,989$484,882$246,439$1,663,310

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,663,310
Total Expenses per Audited Statements$1,581,720
Expenses per Audited Statements$1,575,972
Expenses Not Reported on Financial Statements$87,338
Expenses Not Reported on Form 990$5,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northern Arizona UniversityFlagstaff, AZ501(c)(3)Intervention Research Grant$50,000
University of Illinois at ChicagoChicago, IL501(c)(3)Intervention Research Grant$24,999
Trustees of Dartmouth CollegeHanover, NH501(c)(3)Intervention Research Grant$24,990
University of Illinois at ChicagoChicago, IL501(c)(3)Intervention Research Grant$24,988
University of Southern CaliforniaLos Angeles, CA501(c)(3)Intervention Research Grant$24,973
University of Kansas Center for ResearchLawrence, KS501(c)(3)Intervention Research Grant$24,818
University of PittsburghPittsburgh, PA501(c)(3)Intervention Research Grant$23,901
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Future Interest in Pooled Income Fund$1,492
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is presented to the audit committee for first review and then presented to the board of trustees for approval and filing.”

Form 990, Part VI, Section B, Line 12C

“Annually each director, volunteer and staff person must sign the conflict statement. These statements are then compiled by the office. As this is a small board and staff, it is not difficult to manage the conflict of interest. Individuals generally recuse themselves from issues with conflict. We have never needed to remind anyone although we can and would.”

Form 990, Part VI, Section B, Line 15

“The compensation committee consulted with an employment attorney and collected information on comparable positions as part of developing an appropriate employment contract for the foundation's top management officials. The most recent processe was performed in 2017.”

Form 990, Part VI, Section C, Line 19

“The financial statements are published in the annual report that is available in print and digital format. The governing documents and the conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
The American Occupational Therapy
EIN
13-6189382
Phone
3016522682
Address
4720 MONTGOMERY LANE NO 202, BETHESDA, MD 20824-1220

Signing Officer

Name
Mary Lawlor
Title
President
Phone
3016522682
Signed
2018-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Lawlor
Formed
1965
Legal Domicile
De
Voting Board Members
10
Independent Board Members
10
Employees
10
Volunteers
50

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 N GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Ivy Beckham
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Scholarship management fees: program service expenses 17,761. Management and general expenses 0. Fundraising expenses 394. Total expenses 18,155. Honorariums: program service expenses 4,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,000. Contracted services: program service expenses 155,332. Management and general expenses 8,698. Fundraising expenses 26,901. Total expenses 190,931.”

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements 121,745.”

Financial Statement Notes

PART V, LINE 4:

“To support the scholarships and grants given by the foundation to worthy recipients.”

PART X, LINE 2:

“The foundation follows the income tax standard for uncertain tax positions and, accordingly, has evaluated its tax positions and determined that its tax positions are more-likely-than-not to be sustained on examination. The foundation's tax returns are subject to review and examination by federal, state, local and foreign authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 5,748. Change in the value of split-interest agreements 121,745.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 5,748.”

Raw XML AppendixShowing 400 of 751 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN GARBER
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY LAWLOR
IRS990/Form990PartVIISectionAGrp/PersonNm12M CAROLYN BAUM
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm14AZALEA CANDELARIA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13188478
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14108872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER (UNTIL 12/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY (UNTIL 11/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (UNTIL 12/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF DEVELOPMENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01326739
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0199475
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt079792
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt079792
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0199475
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0199475
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07782345
IRS990/GrossReceiptsAmt09532844
IRS990/GrossSalesOfInventoryAmt016613
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt08641
IRS990/InformationTechnologyGrp/TotalAmt08641
IRS990/InsuranceGrp/FundraisingAmt02136
IRS990/InsuranceGrp/ManagementAndGeneralAmt02587
IRS990/InsuranceGrp/ProgramServicesAmt03724
IRS990/InsuranceGrp/TotalAmt08447
IRS990/InterestGrp/ManagementAndGeneralAmt0607
IRS990/InterestGrp/TotalAmt0607
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01556
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0354
IRS990/InvestmentIncomeGrp/ExclusionAmt0562816
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0562816
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022118088
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023567539
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0114554
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015627
IRS990/LandBldgEquipCostOrOtherBssAmt0130181
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06455606
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt023039
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt023039
IRS990/MissionDesc0THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) SUPPORT THE FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012548
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07179
IRS990/NetAssetsOrFundBalancesBOYAmt025234276
IRS990/NetAssetsOrFundBalancesEOYAmt027054517
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01326739
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01326739
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt010865
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt010865
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0290316
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt013799
IRS990/OccupancyGrp/ManagementAndGeneralAmt016709
IRS990/OccupancyGrp/ProgramServicesAmt024059
IRS990/OccupancyGrp/TotalAmt054567
IRS990/OfficeExpensesGrp/FundraisingAmt023603
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025370
IRS990/OfficeExpensesGrp/ProgramServicesAmt079944
IRS990/OfficeExpensesGrp/TotalAmt0128917
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02156362
IRS990/OtherAssetsTotalGrp/EOYAmt02252198
IRS990/OtherChangesInNetAssetsAmt0121745
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04672
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012210
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019405
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036287
IRS990/OtherExpensesGrp/Desc0STATE CHARITABLE REGIST
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt05313
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt099
IRS990/OtherExpensesGrp/ProgramServicesAmt04261
IRS990/OtherExpensesGrp/TotalAmt05313
IRS990/OtherExpensesGrp/TotalAmt14360
IRS990/OtherLiabilitiesGrp/BOYAmt01492
IRS990/OtherLiabilitiesGrp/EOYAmt01492
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EXPENSE REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt06837
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06837
IRS990/OtherRevenueTotalAmt029876
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt091920
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073198
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0196176
IRS990/OtherSalariesAndWagesGrp/TotalAmt0361294
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010272
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010828
IRS990/PayrollTaxesGrp/ProgramServicesAmt017698
IRS990/PayrollTaxesGrp/TotalAmt038798
IRS990/PensionPlanContributionsGrp/FundraisingAmt03865
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02988
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07834
IRS990/PensionPlanContributionsGrp/TotalAmt014687
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07105132
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07467582
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0250538
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0317357
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041801
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09828
IRS990/PrincipalOfficerNm0MARY LAWLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2LIBRARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/Desc4WORKSHOP/CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0116170
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt163550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt241253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330731
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt428480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0116170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt241253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330731
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt428480
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL & 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0337335
IRS990/ProgSrvcAccomActy2Grp/GrantAmt079792
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0199245
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0823189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0320431
IRS990/PYInvestmentIncomeAmt0269855
IRS990/PYOtherExpensesAmt0746169
IRS990/PYOtherRevenueAmt080575
IRS990/PYProgramServiceRevenueAmt0237639
IRS990/PYRevenuesLessExpensesAmt0-338147
IRS990/PYSalariesCompEmpBnftPaidAmt0682805
IRS990/PYTotalExpensesAmt01749405
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01411258
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01408180
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt093804
IRS990/RoyaltiesRevenueGrp/ExclusionAmt095438
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt095438
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0577564
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0842026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0763572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0823189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0739611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0593985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0382193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03302550

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,174,788
Liabilities
$120,271
Net assets
$27,054,517
Revenue
$3,071,490
Expenses
$1,663,310
Net income
$1,408,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$0.37$37.8$4.40$2.76$1.64
2023Summary only. Only limited summary data is available for this year.$33.3$0.62$32.7$2.15$2.98$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.7$0.15$31.5$3.81$3.00$0.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$0.14$37.7$4.07$2.53$1.54
2020Summary only. Only limited summary data is available for this year.$32.5$0.28$32.3$1.66$2.18$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$0.19$30.7$5.63$1.98$3.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$0.18$29.2$3.69$1.72$1.97
2017Detailed filing. Detailed filing data is available for this year.$27.2$0.12$27.1$3.07$1.66$1.41
2016Detailed filing. Detailed filing data is available for this year.$25.3$0.09$25.2$1.41$1.75$0.34
2015Summary only. Only limited summary data is available for this year.$24.1$0.15$23.9$1.65$1.72$0.07
2014Detailed filing. Detailed filing data is available for this year.$26.0$0.14$25.8$2.00$1.48$0.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.09$24.4$1.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.08$23.0$1.37
2011Summary only. Only limited summary data is available for this year.$20.3$0.14$20.1$11.3$1.12$10.2
Peer Organizations

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