American Occupational Therapy Association, Inc.


American Occupational Therapy Association, Inc.

Advances the quality, availability, use and support of occupational therapy through standard-setting, advocacy, education and research on behalf of its members and the public. It advances occupational therapy as the preeminent profession in promoting the health, productivity, and quality of life of individuals and society through the therapeutic application of occupation. Membership: $65.50-387/year.

Organization Type:
National Trade or Professional Association
Acronym:
AOTA
Tax Exempt Status:
501(c)(6)
Industry:
Disabilities, Medicine/Health Care/Mental Health, Health Care, Therapeutics
Year Founded:
1917
Address:
4720 Montgomery Ln.
Suite 200 Bethesda, MD 20814
Telephone:
Toll Free:
Fax:
Website:
Staff:
92
Volunteers:
600
Members:
approximately 63,000 including occupational therapists, occupational therapy assistants, and occupational therapy students
Certification Programs:
OTG; OTMH; OTP; OTPR; OT/OTA-DCM; OT/OTA-EM; OT/OTA-FES; OT/OTA-LV; OT/OTA-SS


Financial Snapshot

 

Total revenues: $22,133,138


Year - 2017
1st-yr growth
12.53%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Income from sales of inventory
 
Miscellaneous revenue
 
Other

Total expenses: $20,304,644


Year - 2017
1st-yr growth
6.03%
 
 
 
 
 
Year by Year
Expenses
 
Compensation for non-officers/directors
 
Other fees
 
Office expenses
 
Other

Total assets: $26,652,230


Year - 2017
1st-yr growth
8.62%
 
 
 
 
 
Year by Year
Assets
 
Land, buildings, & equipment (net)
 
Savings and temporary cash investments
 
Investments in publicly traded securities
 
Other

Total Liabilities: $19,129,844


Year - 2017
1st-yr growth
0.90%
 
 
 
 
 
Year by Year
Liabilities
 
Secured mortgages and notes payabl
 
Deferred revenue
 
Accounts payable and accrued expenses
 
Other

   Revenue:

Revenue: Amount ($)
Program service revenue 19,201,434
Income from sales of inventory 1,748,569
Miscellaneous revenue 553,170
Royalties 423,425
Sales of non-inventory assets 236,492
Total contributions 166,140
Investment income 104,778
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Net rental income -300,870
Total Revenue:

$22,133,138

1-yr growth
12.53%
Program service revenue
Income from sales of inventory
Miscellaneous revenue
Royalties
Sales of non-inventory assets
Total contributions
Others

   Expenses:

Expenses: Amount ($)
Compensation for non-officers/directors 6,549,763
Other fees 4,894,683
Office expenses 2,082,067
Compensation of current officers, directors, etc 1,779,451
Occupancy 1,285,939
Depreciation, depletion, amortization 1,065,492
Travel 981,642
Information technology 747,507
Payroll taxes 539,335
Other employee benefits 536,911
Advertising and promotion 303,358
Pension plan contributions 261,731
Legal fees 238,448
Insurance 187,503
Grants to governments/orgs in the US 165,371
Royalties 132,306
Accounting fees 40,525
Investment management fees 25,126
Conferences, conventions, meetings 22,101
Grants to individuals in the US 10,100
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of disqualified persons 0
Travel/entertainment expenses to public officials 0
Lobbying fees 0
Professional fundraising fees 0
Management fees 0
Interest expense 0
Payments to affiliates 0
Other expenses -1,544,715
Total Expenses:

$20,304,644

1-yr growth
6.03%
Compensation for non-officers/directors
Other fees
Office expenses
Compensation of current officers, directors, etc
Occupancy
Depreciation, depletion, amortization
Travel
Information technology
Payroll taxes
Other employee benefits
Others

   Assets:

Assets: Amount ($)
Land, buildings, & equipment (net) 9,870,826
Savings and temporary cash investments 7,923,262
Investments in publicly traded securities 4,665,814
Inventories for sale or use 2,048,480
Accounts receivable 1,205,032
Prepaid expenses or deferred charges 532,245
Other assets 272,352
Intangible assets 134,219
Pledges and grants receivable 0
Cash -- non-interest bearing 0
Investments in other securities 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Total Assets:

$26,652,230

1-yr growth
8.62%
Land, buildings, & equipment (net)
Savings and temporary cash investments
Investments in publicly traded securities
Inventories for sale or use
Accounts receivable
Prepaid expenses or deferred charges
Others

   Liabilities:

Liabilities: Amount ($)
Secured mortgages and notes payabl 11,680,698
Deferred revenue 5,125,852
Accounts payable and accrued expenses 2,211,439
Other liabilities 111,855
Grants payable 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Unsecured mortgages and notes payable 0
Total Liabilities:

$19,129,844

1-yr growth
0.90%
Secured mortgages and notes payabl
Deferred revenue
Accounts payable and accrued expenses
Other liabilities

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 7,250,034
Temporarily restricted net assets 200,254
Permanently restricted net assets 72,098
Total Net Assets:

$7,522,386

1-yr growth
34.88%
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Abraham Saffer Legislative Representative Government Relations ...X
Aleisha LaChette Residency and Fellowship Program Manager Operations ...X
Amy J. Lamb President Board Member ...X
Andy Bopp Senior Legislative Representative Government Relations, Senior Executive ...X
Angelica Grigsby Accreditation Program Manager Education ...X
Angelica Young On-Site Program Coordinator Administration, Operations ...X
Ashley Delosh Payment Policy Specialist Administration, Finance ...X
Barbara Ostrove Assistant Director, Accreditation Education ...X
Bryan Hull Manager, Coding and Payment Policy Senior Executive ...X
Caroline Polk Digital Manager & Ajot Managing Editor Publications ...X
Charles Willmarth Associate Chief Officer, Health Policy and State Affairs Director of Government Relations, Government Relations, Regulatory Affairs ...X
Chris Bluhm Chief Operating Officer Operations ...X
Chrissy Vogeley Manager, State Affairs Government Relations ...X
Christina A. Metzler Chief Public Affairs Officer Government Relations, Issue Management/Policy Planning, Political Action, Public Affairs/Corporate Affairs ...X
Christina Davis Associate Chief Officer, AOTA Press Communications/Public Relations ...X
Chuck Partridge Chief Financial Officer Finance ...X
Darlene C. Dennis Political Action Administrator Government Relations, Political Action ...X
Heather Parsons Associate Chief Officer, Federal Affairs Government Relations, Lobby Day Contact ...X
Jennifer Bogenrief Assistant Director, Regulatory Policy Director of Government Relations, Government Relations, Lobby Day Contact, Regulatory Affairs ...X
Jeremy Farris Administrative Assistant Administration ...X
Juan Sanchez Associate Chief Technology Officer Computer/Information Technology ...X
Judy Thomas Senior Policy Manager Government Relations, Lobby Day Contact, Regulatory Affairs ...X
Karen M. Sames Treasurer Board Member, Finance ...X
Kathleen T. Foley Secretary Administration, Board Member ...X
Katie Riley Manager, Media Relations and Public Relations Communications/Public Relations ...X
Laura Hooper Manager, Health Policy Senior Executive ...X
Neil Harvison Chief Professional Affairs Officer Education, Senior Executive ...X
Safiya Correia Administrative Assistant, Residency Program Administration ...X
Sharmila Sandhu Director, Regulatory Affairs Regulatory Affairs ...X
Shawn Phipps Vice President Board Member ...X
Sherry Keramidas Executive Director Executive Director ...X
Sue Graves Accreditation Program Manager, Technical Support Operations ...X
Tammy Preston Director, Membership Membership ...X
Tracy Hammond Sales Manager Conventions/Meetings, Marketing, Publications ...X
Valeta Njoroge Education Operations Coordinator Education, Operations ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2023AOTA Annual Conference & Expo 2023 Kansas City , MO , United States   April 20 April 23    ...X
2022AOTA Annual Conference & Expo 2022 San Antonio , TX , United States   March 31 April 3    ...X
2021AOTA Annual Conference & Expo San Diego , CA , United States   April 8 April 11    ...X
2020AOTA Annual Conference & Expo Boston , MA , United States   March 26 March 29    ...X
2019AOTA Annual Conference & Expo New Orleans , LA , United States   April 4 April 7    ...X
2018AOTA Annual Conference & Expo Salt Lake City , UT , United States   April 19 April 22    ...X
2018AOTA Education Summit 2018 Louisville , KY , United States   October 13 October 14    ...X
201797th Annual Conference & Expo Philadelphia , PA , United States   March 30 April 2 7000 attendees  ...X
20172017 AOTA Education Summit Fort Worth , TX , United States   October 27 October 28    ...X
201696th Annual Conference & Expo Chicago , IL , United States McCormick Place April 7 April 10 7000 attendees  ...X
Page 1 of 2 (11 items)FirstPrev[1]2NextLast

Publications

Name 
Frequency 
Advertising 
1-Minute Updatebi-weeklyYes...X
Administration & Management (AMSIS) QuarterliesquarterlyNo...X
AOTA AlertsmonthlyNo...X
Developmental Disabilities (DDSIS) QuarterliesquarterlyNo...X
Early Intervention & School (EISSIS) QuarterliesquarterlyNo...X
Education (EDSIS) QuarterliesquarterlyNo...X
Gerontology (GSIS) QuarterliesquarterlyNo...X
Home and Community Health (HCHSIS) QuarterliesquarterlyNo...X
Membership DirectoryonlineNo...X
Mental Health (MHSIS) QuarterliesquarterlyNo...X
OT Practice Pulsebi-weeklyYes...X
Physical Disabilities (PDSIS) QuarterliesquarterlyNo...X
Sensory Integration (SISIS) QuarterliesquarterlyNo...X
Special Interest Section Quarterly NewslettersquarterlyYes...X
State Policy UpdatequarterlyNo...X
Technology (TSIS) QuarterliesquarterlyNo...X
Work and Industry (WISIS) QuarterliesquarterlyNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2019 Q4: $210,000
2019 Q3: $250,000
2019 Q2: $270,000
2019 Q1: $260,000
2018: $809,000


PAC Details

Name: American Occupational Therapy Association Political Action Committee



FEC ID: C00089086



Last updated: 11/5/2019 12:00:00 AM


PAC Contributions

(2019-2020)

Contributions

 Republicans  Democrat

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
Guide Consulting Services, Inc.Registration 03/01/2011 ...X
Powers Pyles Sutter & Verville, PCTermination 10/01/2015 ...X
The McManus Group, LLCRegistration 07/28/2009 ...X
Washington Premier Consulting LLCRegistration 05/01/2019 ...X

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

Active Legislation

H.R. 1109 Mental Health Services for Students Act of 2019
H.R. 1329 Medicaid Reentry Act
H.R. 1767 Excellence in Mental Health and Addiction Treatment Expansion Act
H.R. 1865 Further Consolidated Appropriations Act, 2020
H.R. 1948 Lymphedema Treatment Act of 2019
H.R. 2283 CHANGE Act of 2019
H.R. 2431 Mental Health Professionals Workforce Shortage Loan Repayment Act of 2019
H.R. 2740 Labor, Health and Human Services, Education, Defense, State, Foreign Operations, and Energy and Water Development Appropriations Act, 2020
H.R. 2781 Educating Medical Professionals and Optimizing Workforce Efficiency and Readiness for Health Act of 2019
H.R. 2968 Department of Defense Appropriations Act, 2020

    View All

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2019 $120,000 ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2019 $100,000 ...X
Washington Premier Consulting LLC Lobbying/Advocacy/Legal2019 $20,000 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2018 $120,000 ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2018 $120,000 ...X
AGS PRINTING & MARKETING Printing & Marketing2017 $469,106 ...X
BAV Services Meetings production2017 $824,154 ...X
DARTMOUTH PRINTING Printing2017 $657,587 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2017 $120,000 ...X
Outsource Partners International Finance & accounting outsourcing2017 $548,317 ...X
PBD Worldwide Fulfillment fulfillment services2017 $341,619 ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2017 $120,000 ...X
AGS PRINTING & MARKETING PRINTING & MARKETING2016 $377,316 ...X
BAV Services MEETINGS PRODUCTION2016 $462,150 ...X
DARTMOUTH PRINTING COMPANY PRINTING2016 $636,259 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2016 $120,000 ...X
Outsource Partners International Inc FINANCE & ACCOUNTING OUTSOURCING2016 $565,547 ...X
PBD Worldwide Fulfillment FULFILLMENT SERVICES2016 $363,138 ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2016 $120,000 ...X
AGS PRINTING & MARKETING PRINTING & MARKETING2015 $291,541 ...X
BAV Services MEETINGS PRODUCTION2015 $279,279 ...X
DARTMOUTH PRINTING COMPANY PRINTING2015 $452,288 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2015 $120,000 ...X
Outsource Partners International Inc FINANCE & ACCOUNTING OUTSOURCING2015 $480,615 ...X
PBD Worldwide Fulfillment ORDER FULFILLMENT2015 $203,383 ...X
Powers Pyles Sutter & Verville, PC Lobbying/Advocacy/Legal2015 - ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2015 $120,000 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2014 $120,000 ...X
Powers Pyles Sutter & Verville, PC Lobbying/Advocacy/Legal2014 - ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2014 $120,000 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2013 $100,000 ...X
Powers Pyles Sutter & Verville, PC Lobbying/Advocacy/Legal2013 - ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2013 $150,000 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2012 $60,000 ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2012 $120,000 ...X
Guide Consulting Services, Inc. Lobbying/Advocacy/Legal2011 $40,000 ...X
The McManus Group, LLC Lobbying/Advocacy/Legal2011 $80,000 ...X
Madison Associates, LLC Lobbying/Advocacy/Legal  - ...X

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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