2016-06-15T10:55:48-05:00 2015-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2014-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 3016522682 4720 MONTGOMERY LN NO 202 BETHESDA MD 208241220 WENDY COSTER CHAIR OF THE BOARD 3016522682 2016-06-08 1 DAVID TRIMNER P00444822 5712279500 2014 2016-08-17 19:52:53Z WENDY COSTER 4720 MONTGOMERY LN NO 202 BETHESDA MD 208241220 11417177 0 X HTTP://WWW.AOTF.ORG X 1965 DE THE MISSION OF AOTF IS TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. 11 11 7 50 0 0 593985 739611 225306 201912 1074338 679001 104083 30645 1997712 1651169 177312 361214 0 0 585843 583106 0 0 166504 712057 775693 1475212 1720013 522500 -68844 25966184 24080891 140402 149404 25825782 23931487 TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLES FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. 0 0 295616 67653 28818 EDUCATIONAL & SCHOLARSHIP PROGRAMS: SCHOLARSHIPS AND FELLOWSHIPS ARE GIVEN TO ENCOURAGE INTELLECTUAL GROWTH AND SUPPORT IS PROVIDED TO THE PROFESSIONS HONOR SOCIETY. 612669 293561 173094 RESEARCH PROGRAMS: THE 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. 908285 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 16 0 7 1 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MD AL AK CA CO CT KY ME MD MA MI NH NM NY NC ND OR PA SC TN X MINDY A HECKER 2402921045 4720 MONTGOMERY LANE SUITE 202 BETHESDA MD 20814 DIANA L RAMSAY PRESIDENT 1.50 X X 0 0 0 WENDY J COSTER 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 MARY ELLEN BUNING DIRECTOR 1.00 X 0 0 0 ALFRED J CHIPLIN JR DIRECTOR 1.00 X 0 0 0 SUSAN M FITZPATRICK DIRECTOR 1.00 X 0 0 0 MARY FOTO DIRECTOR 1.00 X 0 0 0 EMILY KRINGLE DIRECTOR 1.00 X 0 0 0 KINSUK MAITRA DIRECTOR 1.00 X 0 0 0 JAN POLGAR DIRECTOR 1.00 X 0 0 0 CAROLYN BAUM DIRECTOR 1.00 X 0 0 0 CHARLES H CHRISTIANSEN EXECUTIVE DIRECTOR 35.00 X 193814 0 31699 SCOTT CAMPBELL CHIEF EXECUTIVE DIRECTOR 35.00 X 0 0 0 193814 0 31699 1 0 1 0 0 820 738791 739611 MEMBERSHIP DUES 900099 99535 99535 LIBRARY SERVICES 900099 33621 33621 WORKSHOP/CONFERENCE 900099 31917 31917 SUBSCRIPTIONS 900099 28839 28839 SPONSORSHIP REVENUE 900099 8000 8000 201912 541310 541310 5125 5125 9831542 9693851 137691 137691 137691 47714 820 67245 -19531 -19531 16522 4912 11610 11610 OTHER INCOME 900099 33441 33441 33441 1651169 201912 0 709646 X 293561 293561 67653 67653 230329 97360 102658 30311 281148 118823 125307 37018 10609 5301 2816 2492 24060 7903 15417 740 36960 14152 18662 4146 23702 11561 11912 229 5782 5782 64169 64169 91736 140 91596 289291 192091 58142 39058 128332 50593 42998 34741 10829 2817 7066 946 50617 3876 46741 78478 36814 30471 11193 3458 3308 150 10835 830 10005 8271 633 7638 STATE CHARITABLE REGIST 6186 0 718 5468 MISCELLANEOUS 2832 689 1981 162 DUES 1175 180 995 1720013 908285 645224 166504 72800 195308 26761 121745 61 2819 13082 14972 128787 96215 32402 32572 23426009 21654024 2395069 2059451 25966184 24080891 116541 130306 22369 17606 1492 1492 140402 149404 X 18071950 16489421 657652 589536 7096180 6852530 25825782 23931487 25966184 24080891 X -68844 -1560599 -264852 X 0 1 X 1 0 X 2623941 712932 382193 593985 739611 5052662 2623941 712932 382193 593985 739611 5052662 2156530 2896132 591208 595396 576047 816989 546435 3126075 27183 10380 11882 22732 33441 105618 8284355 1149132 0.34960 0.14780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5408786 85313 -82526 41653 10722 5359198 5304924 74863 83366 44970 9397 5408786 5188973 82193 55823 21865 200 5304924 4059949 1093672 47268 11916 5188973 3825851 211683 32415 10000 4059949 0.08530 0.89760 0.01710 0 0 128787 96215 32572 32572 BENEFICIAL INTEREST IN REMAINER AND PERPETUAL TRUSTS 2041917 CASH SURRENDER VALUE OF LIFE INSURANCE 6679 DUE FROM AFFILIATE (AOTA) 1506 INTEREST RECEIVABLE 9349 2059451 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 1492 X 1044325 -1560601 1045493 -515108 1559433 91736 91736 1651169 1700434 72157 72157 1628277 91736 91736 1720013 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: COGS 4,912. SPECIAL EVENTS EXPENSE 67,245. LOSS ON INVESTMENTS 973,336. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 4,912. SPECIAL EVENTS EXPENSE 67,245. 50 ANNIVERSARY GALA 48534 820 47714 10893 35024 4000 17328 48534 820 47714 10893 35024 4000 17328 67245 -19531 1 UNIVERSITY OF ILLINOIS AT CHICAGO 1737 WEST POLK STREET CHICAGO IL 60612 376000511 501(C)(3) 45076 INTERVENTION RESEARCH TEMPLE UNIVERSITY TECH CENTER ROOM 435 PHILADELPHIA PA 19122 231365971 501(C)(3) 24451 INTERVENTION RESEARCH RUSH UNIVERSITY 1653 WEST CONGRESS PARKWAY CHICAGO IL 60612 362174823 501(C)(3) 24996 INTERVENTION RESEARCH WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 660 SOUTH EUCLID ST LUIS MO 63110 431519670 501(C)(3) 24632 INTERVENTION RESEARCH COLORADO STATE UNIVERSITY 1573 CAMPUS DELIVERY FT COLLINS CO 80523 846000545 501(C)(3) 23838 INTERVENTION RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC MSN 1039 3901 RAINBOW BOULEVARD KANSAS CITY KS 66103 481108830 501(C)(3) 24919 INTERVENTION RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY 800 EAST LEIGH ST STE 3200 RICHMOND VA 23298 546001758 501(C)(3) 24650 INTERVENTION RESEARCH UNIVERSITY OF WISCONSIN MADISON 21 N PARK STREET MADISON WI 53706 396006492 501(C)(3) 25000 INTERVENTION RESEARCH THOMAS JEFFERSON UNIVERSITY 125 S 9TH STREET SHERIDAN BUILDING PHILADELPHIA PA 19107 501(C)(3) 25000 INTERVENTION RESEARCH BOSTON UNIVERSITY 881 COMMONWEALTH AVE BOSTON MA 02215 042103547 501(C)(3) 49999 INTERVENTION RESEARCH 10 SCHOLARSHIPS 44 67653 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. TO RECEIVE THE 2ND PAYMENT, INSTITUTION MUST SUBMIT A PROGRESS REPORT. AS GRANTS ARE FOR 1 YEAR, AT THE CONCLUSION OF THE YEAR, A FINAL REPORT MUST BE SUBMITTED. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CHARLES H CHRISTIANSEN EXECUTIVE DIRECTOR 193814 0 0 0 0 0 21393 0 10306 0 225513 0 0 0 PART I, LINE 1A THE EXECUTIVE DIRECTOR WAS REIMBURSED MONTHLY FOR A ROOM HE RENTED DUE TO HIS PERMANENT RESIDENCE BEING OUT OF STATE. THE REIMBURSEMENT IS INCLUDED IN THE OFFICER'S W-2. 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. 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 STAFF WILL REVIEW A DRAFT OF THE 990, FOLLOWED BY THE AUDIT COMMITTEE. FINALLY AT AN UPCOMING BOD MEETING THE 990 WILL BE PRESENTED AND APPROVED BY THE BOD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH DIRECTOR AND STAFF PERSON MUST SIGN THE COI STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS IS A SMALL BOARD AND STAFF IT IS NOT DIFFICULT TO MANAGE THE COI AND 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 DEVELOIPING 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 OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 73,583. MANAGEMENT AND GENERAL EXPENSES 3,150. FUNDRAISING EXPENSES 22,428. TOTAL EXPENSES 99,161. WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 748. MANAGEMENT AND GENERAL EXPENSES 3,590. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,338. HONORARIUMS: PROGRAM SERVICE EXPENSES 4,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,250. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 113,510. MANAGEMENT AND GENERAL EXPENSES 51,402. FUNDRAISING EXPENSES 16,630. TOTAL EXPENSES 181,542. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -264,852. NATIONAL HONOR SOCIETY AFFILIATE 4720 MONTGOMERY LANE STE 202 BETHESDA MD 20814 136189382 MANAGEMENT OF HONOR SOCIETY MD 154532 163312 AOTF