Nonprofit · EIN 13-6189382
AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC
Tax-exempt · ROCKVILLE, MD 20852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,938,995 | $3,272,929 | $666,066 | $40,966,884 | $262,437 | $40,704,447 |
| September 30, 2024 | 990 | $4,403,662 | $2,760,569 | $1,643,093 | $38,167,834 | $371,267 | $37,796,567 |
| September 30, 2023 | 990 | $2,151,596 | $2,979,786 | -$828,190 | $33,285,365 | $616,327 | $32,669,038 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,979,458
- Program service revenue
- $252,036
- Investment income
- $1,562,278
- Royalties
- $107,753
- Net gain from sales of assets
- $428,900
- Net income from sales of inventory
- $25,117
- Other revenue
- $145,223
Expenses
- Grants and similar amounts paid
- $861,658
- Compensation of officers, directors and key employees
- $766,437
- Other salaries and wages
- $393,637
- Salaries, compensation and benefits (total)
- $1,254,700
- Professional fundraising fees
- $0
- Legal fees
- $3,038
- Accounting fees
- $99,588
- Occupancy
- $87,277
- Travel
- $75,395
- Depreciation
- $9,939
- Program services (functional)
- $2,097,168
- Management and general (functional)
- $928,643
- Fundraising (functional)
- $247,118
Balance sheet and other
- Total assets, start of year
- $38,167,834
- Total assets, end of year
- $40,966,884
- Total liabilities, end of year
- $262,437
- Net assets, end of year
- $40,704,447
- Land, buildings and equipment
- $65,091
- Publicly traded securities
- $38,974,378
- Net assets without donor restrictions
- $26,734,576
- Net assets with donor restrictions
- $13,969,871
- Gross receipts
- $10,646,859
- Employees
- 13
- Volunteers
- 77
- Year formed
- 1965
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT CAMPBELL | CHIEF EXECUTIVE OFFICER Officer | 35 | $234,080 | $38,807 |
| SATVIKA GARG | CHIEF SCIENTIFIC OFFICER Officer | 35 | $156,054 | $36,115 |
| LAWRENCE LIFF | CHIEF DEVELOPMENT OFFICER Officer | 35 | $146,885 | $19,407 |
| JEANNE COOPER | CHIEF OPERATING OFFICER Officer | 35 | $122,736 | $36,890 |
| KRISTIN BUKOVSKY | DIR. COMMUNICATIONS/MARKETING Highest-paid employee | 35 | $104,794 | $22,000 |
| PATRICIA DAVIES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET POOLE | VICE CHAIR (UNTIL 12/25) Trustee or director, Officer | 1 | $0 | $0 |
| ANNE BRYDEN | TREASURER (UNTIL 12/25) Trustee or director, Officer | 1 | $0 | $0 |
| TIMOTHY REISTETTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARY JANE MULCAHEY | IMMEDIATE PAST CHAIR (UNTIL 12/25) Trustee or director, Officer | 1 | $0 | $0 |
| TEAL BENEVIDES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRENT BRAVEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HAZEL BRELAND | TRUSTEE (UNTIL 12/25) Trustee or director | 1 | $0 | $0 |
| MEGAN CHANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIK JOHNSON | TRUSTEE (UNTIL 12/25) Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA JUCKETT | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW PERSCH | TRUSTEE (UNTIL 12/25) Trustee or director | 1 | $0 |
| ELIZABETH PFEIFFER | TRUSTEE (UNTIL 12/25) Trustee or director | 1 | $0 |
| SHAWN ROLL | TRUSTEE Trustee or director | 1 | $0 |
| RACHEL WOLPERT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT CAMPBELL | CHIEF EXECUTIVE OFFICER Officer | 35 | $225,840 | $30,589 |
| SATVIKA GARG | CHIEF SCIENTIFIC OFFICER Officer | 35 | $134,912 | $29,014 |
| LAWRENCE LIFF | CHIEF DEVELOPMENT OFFICER Officer | 35 | $135,588 | $16,332 |
| JEANNE COOPER | CHIEF OPERATING OFFICER Officer | 35 | $112,943 | $28,026 |
| MARY JANE MULCAHEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET POOLE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNE BRYDEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLENE JACKSON | SECRETARY Trustee or director | 1 | $0 | $0 |
| HAZEL BRELAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIK JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN LYONS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW PERSCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH PFEIFFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANTOINETTE SHAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA TALERO CABREJO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TEAL BENEVIDES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA DAVIES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RACHEL PROFFITT WOLPERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIMOTHY REISTETTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANGNEY FIDLER | TRUSTEE (THRU 12/2023) Trustee or director | 1 | $0 | $0 |
| STEPHEN SHORE | TRUSTEE (THRU 12/2023) Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT CAMPBELL | CHIEF EXECUTIVE OFFICER Officer | 35 | $214,752 | $29,538 |
| SATVIKA GARG | CHIEF SCIENTIFIC OFFICER Officer | 35 | $123,921 | $24,375 |
| LAWRENCE LIFF | CHIEF DEVELOPMENT OFFICER Officer | 35 | $131,083 | $16,558 |
| JEANNE COOPER | CHIEF OPERATING OFFICER Officer | 35 | $104,318 | $25,726 |
| MARY JANE MULCAHEY | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| JANET POOLE | VICE CHAIR, TRUSTEE (THRU 1/2023) Trustee or director, Officer | 1 | $0 | $0 |
| KRISTIE PATTEN | VICE CHAIR (THRU 12/2022) Trustee or director, Officer | 1 | $0 | $0 |
| ANNE BRYDEN | TREASURER, TRUSTEE (THRU 1/2023) Trustee or director, Officer | 1 | $0 | $0 |
| FELICIA CHEW | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLENE JACKSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| FELICIA CHEW | TREASURER (THRU 12/2022) Trustee or director, Officer | 1 | $0 | $0 |
| HAZEL BRELAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANGNEY FIDLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD FOGELBERG | TRUSTEE (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
| MERRILL FRIEDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIK JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN LYONS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUSAN MAGASI | TRUSTEE (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
| KERRI MORGAN | TRUSTEE (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
| ANDREW PERSCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELIZABETH PFEIFFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANTOINETTE SHAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN SHORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA TALERO CABREJO | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12300 TWINBROOK PKWY STE 520, ROCKVILLE, MD 20852-1651
- Principal officer (990 for 2024)
- PATRICIA DAVIES, 12300 TWINBROOK PARKWAY 520, ROCKVILLE, MD 20852
- Signed the 990
- PATRICIA DAVIES, CHAIR, AOTF BOARD OF TRUSTEES
- Phone
- (240) 292-1034
- Website
- WWW.AOTF.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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 accomplishments
- 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.Expenses $1,391,281 · grants $770,723 · revenue $276,983
- 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.Expenses $705,887 · grants $90,935 · revenue $170
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 13-6189382
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $40,966,884
- Income (IRS master file)
- $10,646,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,938,995 | $3,272,929 | $40,966,884 | XML |
| 990 | September 2024 | $4,403,662 | $2,760,569 | $38,167,834 | XML |
| 990 | September 2023 | $2,151,596 | $2,979,786 | $33,285,365 | XML |
| 990 | September 2022 | $3,806,497 | $3,002,950 | $31,689,835 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6189382).
Questions about AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC
- What is the EIN of AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC?
- The employer identification number (EIN) of AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC is 13-6189382.
- Is AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names PATRICIA DAVIES.
- Who are the officers and directors of AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 21 people; 5 received compensation from the organization, the highest $234,080 (SCOTT CAMPBELL, CHIEF EXECUTIVE OFFICER).
- How much revenue does AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,938,995, expenses of $3,272,929 and total assets of $40,966,884 at year end.
Other nonprofits in ROCKVILLE
- FINANCIAL INDUSTRY REGULATORY AUTHORITY INC EIN 53-0088710 · last filed 990 for 2024
- FINRA REGULATION INC EIN 52-1959501 · last filed 990 for 2024
- HEALTHWELL FOUNDATION EIN 20-0413676 · last filed 990 for 2024
- NECA IBEW FAMILY MEDICAL CARE TR FUND EIN 75-3198514 · last filed 990 for 2025
- BOARD OF EDUCATION OF MONTGOMERY COUNTY EMPLOYEE BENEFIT TRUST FUND EIN 52-6033249 · last filed 990 for 2025
- UNITED STATES PHARMACOPEIAL CONVENTION INC EIN 13-1656692 · last filed 990 for 2025
- AMERICAN KIDNEY FUND INC EIN 23-7124261 · last filed 990 for 2025
- SPECIAL AGENTS MUTUAL BENEFIT EIN 52-1074154 · last filed 990 for 2024