2017-05-15T09:04:13-05:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2015-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 3016522682 4720 MONTGOMERY LANE NO 202 BETHESDA MD 208241220 WENDY J COSTER PRESIDENT 3016522682 2017-05-08 1 DAVID TRIMNER CPA P00444822 5712279500 2015 2021-01-29 14:40:06Z WENDY J COSTER 4720 MONTGOMERY LANE NO 202 BETHESDA MD 208241220 2660700 0 X HTTP://WWW.AOTF.ORG X 1965 DE ADVANCE OCCUPATIONAL THERAPY SCIENCE TO SUPPORT FULL PARTICIPATION IN MEANINGFUL ACTIVITIES. 11 11 9 60 0 0 739611 823189 201912 237639 679001 269855 30645 80575 1651169 1411258 361214 320431 0 0 583106 682805 0 0 316290 775693 746169 1720013 1749405 -68844 -338147 24080891 25328546 149404 94270 23931487 25234276 TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. 0 0 571944 245681 87848 RESEARCH PROGRAMS: THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION SUPPORTS RESEARCH PROGRAMS TO INCLUDE A LIBRARY, PUBLICATION OF A RESEARCH JOURNAL AND AWARDS GRANTS THAT FURTHER DEVELOPS THE SCIENCE OF OCCUPATIONAL THERAPY THROUGH STUDIES AND SURVEYS. 333924 74750 165851 EDUCATIONAL & SCHOLARSHIP PROGRAMS: SCHOLARSHIPS AND FELLOWSHIPS ARE GIVEN TO ENCOURAGE INTELLECTUAL GROWTH AND SUPPORT IS PROVIDED TO THE PROFESSION'S HONOR SOCIETY. 905868 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 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 9 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 1 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 DIANA RAMSAY 1015-1215 PRESIDENT 1.50 X X 0 0 0 WENDY J COSTER 0116-CURRENT PRESIDENT 1.00 X X 0 0 0 ELIZABETH FRANCIS-CONNOLLY VICE PRESIDENT 1.00 X X 0 0 0 MARTHA KIRKLAND TREASURER 1.00 X X 0 0 0 PATRICIA BOOTH SECRETARY 1.00 X X 0 0 0 ALFRED J CHIPLIN JR DIRECTOR 1.00 X 0 0 0 CAROLYN BAUM DIRECTOR 1.00 X 0 0 0 EMILY KRINGLE DIRECTOR 1.00 X 0 0 0 JAN POLGAR DIRECTOR 1.00 X 0 0 0 KINSUK MAITRA DIRECTOR 1.00 X 0 0 0 MARY ELLEN BUNING DIRECTOR 1.00 X 0 0 0 MARY FOTO DIRECTOR 1.00 X 0 0 0 SUSAN M FITZPATRICK DIRECTOR 1.00 X 0 0 0 BETTE BONDER TRUSTEE 1.00 X 0 0 0 CHERYL MILLER TRUSTEE 1.00 X 0 0 0 DAVID EMERSON TRUSTEE 1.00 X 0 0 0 JOE BREY TRUSTEE 1.00 X 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 123331 0 4821 CHARLES CHRISTIANSEN 01-0515 FORMER EXECUTIVE DIRECTOR 35.00 X 176623 0 15568 299954 0 20389 2 1 1 0 0 5679 817510 823189 MEMBERSHIP DUES 900099 99488 99488 LIBRARY SERVICES 900099 46965 46965 SUBSCRIPTIONS 900099 32518 32518 WORKSHOP/CONFERENCE 900099 31648 31648 SPONSORSHIP REVENUE 900099 27020 27020 237639 471159 471159 44085 44085 1018474 1219778 -201304 -201304 -201304 23947 5679 24202 -255 -255 21522 5462 16060 16060 EXPENSE REIMBURSEMENT 900099 8240 8240 12445 12445 20685 1411258 253699 0 334370 X 245681 245681 74750 74750 210808 52702 105404 52702 378773 152717 88150 137906 15230 4882 7740 2608 34268 16425 11381 6462 43726 14192 16466 13068 1324 474 150 700 74694 74694 87756 1322 86434 271612 204380 12254 54978 13644 1452 10431 1761 97102 63390 24997 8715 11026 11026 48286 18418 16847 13021 51988 26576 15510 9902 14537 4850 8495 1192 919 919 10129 3566 3261 3302 8006 2819 2577 2610 DUES AND SUBSCRIPTIONS 6017 5888 129 STATE CHARITABLE REGIST 5845 592 5253 43284 358 40816 2110 1749405 905868 527247 316290 151115 153366 44193 80755 99409 250538 22336 6828 2819 1556 14972 41801 127163 104720 32572 22443 21654024 22614897 2059451 2156362 24080891 25328546 130306 80230 17606 12548 1492 1492 149404 94270 X 16489421 17241163 589536 887981 6852530 7105132 23931487 25234276 24080891 25328546 X -338147 1581068 59868 X 0 1 X 1 0 X 712932 382193 593985 739611 823189 3251910 712932 382193 593985 739611 823189 3251910 786984 2464926 595396 576047 816989 546435 515244 3050111 10380 11882 22732 33441 20685 99120 6401141 1196919 0.38510 0.34960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5359198 133659 -144920 50250 32080 5265607 5408786 85313 -82526 41653 10722 5359198 5304924 74863 83366 44970 9397 5408786 5188973 82193 55823 21865 200 5304924 4059949 1093672 47268 11916 5188973 0.02440 0.95020 0.02540 0 0 127163 104720 22443 22443 BENEFICIAL INTEREST IN REMAINDER AND PERPETUAL TRUSTS 2101785 CASH SURRENDER VALUE OF LIFE INSURANCE 6679 DUE FROM AFFILIATE (AOTA) 38574 INTEREST RECEIVABLE 9324 2156362 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 1492 X 2994102 1581068 89532 1670600 1323502 87756 87756 1411258 1691313 29664 29664 1661649 87756 87756 1749405 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 5,462. SPECIAL EVENTS EXPENSES 24,202. CHANGE IN THE VALUE OF SPLIT-INTEREST AGREEMENTS 59,868. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,462. SPECIAL EVENTS EXPENSES 24,202. GALA 26900 5679 21221 4035 19167 1000 26900 5679 21221 4035 19167 1000 24202 -2981 1 UNIVERSITY OF ILLINOIS AT CHICAGO 28395 NETWORK PLACE CHICAGO IL 60673 376000511 501(C)(3) 49976 INTERVENTION RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 1919 W TAYLOR STREET CHICAGO IL 60612 376000511 501(C)(3) 49998 INTERVENTION RESEARCH UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE PITTSBURGH PA 15213 250965591 501(C)(3) 47801 INTERVENTION RESEARCH 3 0 SCHOLARSHIPS 48 73750 FELLOWSHIP 1 1000 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 CHARLES CHRISTIANSEN 01-0515 FORMER EXECUTIVE DIRECTOR 176623 0 0 0 0 0 8168 0 7400 0 192191 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF ELECTED OFFICERS OF THE BOARD INCLUDING THE CHAIR, VICE CHAIR, SECRETARY, AND TREASURER. MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED BY THE CHAIR AT SUCH TIMES AS ARE NECESSARY TO TAKE ACTION ON ITEMS OF BUSINESS WHICH SHALL BE BINDING UNTIL RATIFIED BY THE BOARD OF DIRECTORS AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 2 DR. CHARLES CHRISTIANSEN, EXECUTIVE DIRECTOR, AND DR. CAROLYN BAUM, DIRECTOR, HAD A BUSINESS RELATIONSHIP. THEY CO-AUTHORED A BOOK FOR WHICH THEY RECEIVE ROYALTIES. DR. CAROLYN BAUM RECEIVED A GRANT FROM A PRIVATE FOUNDATION WHERE SUSAN FITZPATRICK IS THE PRESIDENT AND CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION B, LINE 11 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. 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 10,404. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 228. TOTAL EXPENSES 10,632. OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 56,266. MANAGEMENT AND GENERAL EXPENSES 2,088. FUNDRAISING EXPENSES 635. TOTAL EXPENSES 58,989. HONORARIUMS: PROGRAM SERVICE EXPENSES 3,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,350. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 134,360. MANAGEMENT AND GENERAL EXPENSES 10,166. FUNDRAISING EXPENSES 54,115. TOTAL EXPENSES 198,641. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 59,868. NATIONAL HONOR SOCIETY AFFILIATE 4720 MONTGOMERY LANE SUITE 202 BETHESDA MD 20814 136189382 MANAGEMENT OF HONOR SOCIETY MD 172074 187975 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC