2018-06-18T09:55:30-05:00 2017-09-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 3016522682 4720 MONTGOMERY LANE NO 202 BETHESDA MD 208241220 MARY LAWLOR PRESIDENT 3016522682 2018-06-18 1 IVY BECKHAM P01316131 5712279500 2016 2022-09-23 18:48:47Z MARY LAWLOR 4720 MONTGOMERY LANE NO 202 BETHESDA MD 208241220 9532844 0 X HTTP://WWW.AOTF.ORG X 1965 DE AOTF SUPPORT THE FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH. 10 10 10 50 0 0 823189 763572 237639 282184 269855 1889555 80575 136179 1411258 3071490 320431 279267 0 0 682805 667102 0 0 246439 746169 716941 1749405 1663310 -338147 1408180 25328546 27174788 94270 120271 25234276 27054517 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) SUPPORT THE FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH. 0 0 594654 199475 93804 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: OCCUPATION, PARTICIPATION AND HEALTH (QUARTERLY), RESEARCH GRANTS (5 ANNUALLY) THAT FURTHER DEVELOPS 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 AND PROVIDE LIBRARY SERVICES TO INCLUDE CATALOGING OF LITERATURE, COLLECTION DEVELOPMENT AND FULFILLMENT OF REFERENCE REQUESTS. 337335 79792 199245 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 100 PLUS CHAPTER LEVEL. 931989 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 10 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL CA CO CT KY MA MD ME MI NC ND NH NM NY OR PA SC TN X MINDY A HECKER 2402921045 4720 MONTGOMERY LANE SUITE 202 BETHESDA MD 20814 WENDY COSTER PRESIDENT 1.50 X X 0 0 0 ELIZABETH FRANCIS-CONNOLLY VICE-PRESIDENT 1.00 X X 0 0 0 CHERYL MILLER TREASURER 1.00 X X 0 0 0 MARTHA KIRKLAND TREASURER (UNTIL 12/2016) 1.00 X X 0 0 0 JAN POLGAR SECRETARY 1.00 X X 0 0 0 KINSUK MAITRA SECRETARY (UNTIL 11/2016) 1.00 X 0 0 0 BETTE BONDER TRUSTEE 1.00 X 0 0 0 JOSEPH K BREY TRUSTEE 1.00 X 0 0 0 ROY C BRUMFIELD TRUSTEE 1.00 X 0 0 0 MARY ELLEN BUNING TRUSTEE 1.00 X 0 0 0 SUSAN GARBER TRUSTEE 1.00 X 0 0 0 MARY LAWLOR TRUSTEE 1.00 X 0 0 0 M CAROLYN BAUM TRUSTEE (UNTIL 12/16) 1.00 X 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X X 188478 0 24633 AZALEA CANDELARIA CHIEF DEVELOPMENT OFFICER 35.00 X 108872 0 11848 297350 0 36481 2 0 1 0 0 763572 763572 MEMBERSHIP DUES 900099 116170 116170 SPONSORSHIP REVENUE 900099 63550 63550 LIBRARY SERVICES 900099 41253 41253 SUBSCRIPTIONS 900099 30731 30731 WORKSHOP/CONFERENCE 900099 28480 28480 2000 2000 282184 562816 562816 95438 95438 7782345 6455606 1326739 1326739 1326739 16613 5748 10865 10865 EXPENSE REIMBURSEMENT 900099 6837 6837 23039 23039 29876 3071490 293049 0 2014869 X 199475 199475 79792 79792 216036 54009 108018 54009 361294 196176 73198 91920 14687 7834 2988 3865 36287 19405 12210 4672 38798 17698 10828 10272 8975 8975 75697 75697 87338 589 86749 213086 177093 8698 27295 20505 5310 13866 1329 128917 79944 25370 23603 8641 8641 54567 24059 16709 13799 59561 42472 14411 2678 19801 6681 10549 2571 607 607 9833 4336 3011 2486 8447 3724 2587 2136 STATE CHARITABLE REGIST 5313 5313 DUES AND SUBSCRIPTIONS 4360 4261 99 11293 490 10312 491 1663310 931989 484882 246439 153366 152993 577564 842026 250538 317357 6828 16866 1556 354 41801 9828 130181 114554 22443 15627 22118088 23567539 2156362 2252198 25328546 27174788 80230 111600 12548 7179 1492 1492 94270 120271 X 17241163 18362669 887981 1224266 7105132 7467582 25234276 27054517 25328546 27174788 X 1408180 290316 121745 X 0 1 X 1 0 X 382193 593985 739611 823189 763572 3302550 382193 593985 739611 823189 763572 3302550 624973 2677577 576047 816989 546435 515244 658254 3112969 11882 22732 33441 20685 29876 118616 6534135 1247768 0.40980 0.38510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5265607 192358 533141 78771 37372 5874963 5359198 133659 -144920 50250 32080 5265607 5408786 85313 -82526 41653 10722 5359198 5304924 74863 83366 44970 9397 5408786 5188973 82193 55823 21865 200 5304924 0.06940 0.89260 0.03800 0 0 130181 114554 15627 15627 BENEFICIAL INTEREST IN REMAINDER AND PERPETUAL TRUSTS 2223530 DUE FROM AFFILIATE (AOTA) 20749 INTEREST RECEIVABLE 7919 2252198 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 1492 X 3401961 290316 127493 417809 2984152 87338 87338 3071490 1581720 5748 5748 1575972 87338 87338 1663310 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. 1 NORTHERN ARIZONA UNIVERSITY POBOX 4070 FLAGSTAFF AZ 86011 742579628 501(C)(3) 50000 INTERVENTION RESEARCH GRANT TRUSTEES OF DARTMOUTH COLLEGE 11 ROPE FERRY ROAD SUITE 6210 HANOVER NH 03755 020222111 501(C)(3) 24990 INTERVENTION RESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO 28395 NETWORK PLACE CHICAGO IL 60673 376000511 501(C)(3) 24999 INTERVENTION RESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO 1919 W TAYLOR STREET CHICAGO IL 60612 376000511 501(C)(3) 24988 INTERVENTION RESEARCH GRANT UNIVERSITY OF KANSAS CENTER FOR RESEARCH 2385 IRVING HILL ROAD LAWRENCE KS 66045 480680117 501(C)(3) 24818 INTERVENTION RESEARCH GRANT UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE PITTSBURGH PA 15213 250965591 501(C)(3) 23901 INTERVENTION RESEARCH GRANT UNIVERSITY OF SOUTHERN CALIFORNIA 2001 SOTO STREET SSB 205 MC 9235 LOS ANGELES CA 90089 951642394 501(C)(3) 24973 INTERVENTION RESEARCH GRANT 7 0 SCHOLARSHIPS 52 77292 FELLOWSHIP 2 2500 PART I, LINE 2: APPLICANT GOES THROUGH AN EXTENSIVE APPLICATION AND REVIEW PROCESS. GRANTS ARE PAID IN 2 PAYMENTS WITH START DATES PRE-DETERMINED OF APRIL OR JULY. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A MID YEAR REPORT BEFORE THE 2ND PORTION OF THE GRANT MONIES ARE RELEASED, AND THEN THEY MUST SUBMIT A FINAL REPORT AND FINANCIAL DOCUMENTS TO SHOW THE FINAL USAGE OF THE FUNDS. SURPLUS MONIES MUST BE RETURNED. 1 X X X X 0 0 0 0 0 0 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 188478 0 0 0 0 0 8076 0 16557 0 213111 0 0 0 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. 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. NATIONAL HONOR SOCIETY AFFILIATE 4720 MONTGOMERY LANE SUITE 202 BETHESDA MD 20814 136189382 MANAGEMENT OF HONOR SOCIETY MD 251840 317277 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC