2015-08-17T08:55:36-05:00 2014-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 2402921045 4720 MONTGOMERY LANE NO 202 BETHESDA MD 20814 DIANA L RAMSAY PRESIDENT 2402921045 2015-08-14 1 MELISSA LAFFERTY CPA P01222987 5712279500 2013 2016-03-07 17:11:31Z X DIANA L RAMSAY 4720 MONTGOMERY LANE NO 202 BETHESDA MD 20814 6269953 0 X HTTP://WWW.AOTF.ORG X 1965 DE TO ADVANCE RESEARCH, EDUCATION AND PUBLIC AWARENESS FOR OCCUPATIONAL THERAPY SO THAT ALL PEOPLE MAY PARTICIPATE FULLY IN LIFE REGARDLESS OF THEIR PHYSICAL, SOCIAL, MENTAL OR DEVELOPMENTAL CIRCUMSTANCES. 13 13 6 60 0 0 382193 593985 223268 225306 776358 1074338 13057 104083 1394876 1997712 54998 177312 0 0 617860 585843 0 0 221177 659960 712057 1332818 1475212 62058 522500 24458013 25966184 89096 140402 24368917 25825782 TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLES FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. 0 0 346817 58720 49318 EDUCATIONAL & SCHOLARSHIP PROGRAMS: SCHOLARSHIPS AND FELLOWSHIPS ARE GIVEN TO ENCOURAGE INTELLECTUAL GROWTH AND SUPPORT IS PROVIDED TO THE PROFESSIONS HONOR SOCIETY. 542229 118592 175988 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 SUVEYS. 889046 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 17 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X MINDY A HECKER 2402921045 4720 MONTGOMERY LANE SUITE 202 BETHESDA MD 20814 DIANA RAMSAY PRESIDENT 1.50 X X 0 0 0 WENDY J COSTER VICE PRESIDENT 1.00 X X 0 0 0 ADAM T DROBOT DIRECTOR 1.00 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 AARON EAKMAN 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 MARTHA KIRKLAND TREASURER 1.00 X X 0 0 0 KINSUK MAITRA DIRECTOR 1.00 X 0 0 0 JAN POLGAR DIRECTOR 1.00 X 0 0 0 KIM SCHOESSOW DIRECTOR 1.00 X 0 0 0 CAROLYN BAUM DIRECTOR 1.00 X 0 0 0 CHARLES H CHRISTIANSEN EXECUTIVE DIRECTOR 35.00 X 188645 0 23485 188645 0 23485 1 0 1 0 0 593985 593985 MEMBERSHIP DUES 900099 87925 87925 LIBRARY SERVICES 900099 51304 51304 WORKSHOP/CONFERENCE 900099 40447 40447 SUBSCRIPTIONS 900099 34130 34130 SPONSORSHIP REVENUE 900099 11500 11500 225306 743450 743450 73539 73539 4573265 4242377 330888 330888 330888 22300 25170 -2870 -2870 15376 4694 10682 10682 OTHER INCOME 900099 22732 22732 22732 1997712 225306 0 1178421 X 118592 118592 58720 58720 212131 133642 53033 25456 276298 149225 43949 83124 17266 11069 2918 3279 48185 18465 25037 4683 31963 18549 5654 7760 23497 17079 2528 3890 8970 3013 5957 69996 69996 88536 88536 282352 221846 13228 47278 97223 55783 19558 21882 2351 1694 304 353 48388 27899 9482 11007 55602 32866 16207 6529 6911 7189 80 -358 11475 6616 2249 2610 8289 4779 1624 1886 MISCELLANEOUS 4016 1245 2593 178 STATE CHARITABLE REGIST 2456 836 1620 DUES 1995 775 1220 1475212 889046 364989 221177 54643 72800 46771 26761 821 61 535 13082 120523 88121 18118 32402 21994301 23426009 2342824 2395069 24458013 25966184 87604 116541 22369 1492 1492 89096 140402 X 17017590 18071950 371316 657652 6980011 7096180 24368917 25825782 24458013 25966184 X 522500 894157 40208 X X 0 1 X 1 0 X 12513637 2623941 712932 382193 593985 16826688 12513637 2623941 712932 382193 593985 16826688 13926258 2900430 80864 591208 595396 576047 816989 2660504 60557 27183 10380 11882 22732 132734 19619926 1081144 0.14780 0.55730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4873048 49863 83366 44970 9397 4951910 4768892 70398 55823 21865 200 4873048 3977011 735015 47268 11916 -21514 4768892 3825851 128745 32415 10000 3977011 0.96720 0.03280 0 0 120523 88121 32402 32402 BENEFICIAL INTEREST IN REMAINER AND PERPETUAL TRUSTS 2306769 CASH SURRENDER VALUE OF LIFE INSURANCE 6679 DUE FROM AFFILIATE (AOTA) 55760 INTEREST RECEIVABLE 25861 2395069 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 1492 X 2873405 894157 70072 964229 1909176 88536 88536 1997712 1416540 29864 29864 1386676 88536 88536 1475212 PART V, LINE 4: TO SUPPORT THE SCHOLARSHIPS AND GRANTS GIVEN BY THE FOUNDATION TO WORTHY RECIPIENTS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE TAXES ON ANY UNRELATED BUSINESS INCOME. 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 4,694. CHANGE IN VALUE OF BENEFICIAL INTEREST 40,208. SPECIAL EVENTS EXPENSE 25,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 4,694. SPECIAL EVENTS EXPENSE 25,170. GALA 22300 22300 2675 17860 600 4035 22300 22300 2675 17860 600 4035 25170 -2870 1 WASHINGTON UNIVERSITY SCHOOL OF MEDICINE (1-43-065-3611A1) 660 SOUTH EUCLID ST LOUIS MO 63110 431519670 501(C)(3) 24632 INTERVENTION RESEARCH UNIVERSITY OF ILLINOIS AND CHICAGO 1737 W POLK ST CHICAGO IL 60612 376000511 501(C)(3) 20675 INTERVENTION RESEARCH TEMPLE UNIVERSITY (123-1365971A1) TECH CENTER ROOM 435 PHILADELPHIA PA 19122 231365971 501(C)(3) 24451 INTERVENTION RESEARCH COLORADO STATE UNIVERSITY 1573 CAMPUS DELIVERY FT COLLINS CO 80523 846000545 501(C)(3) 23838 INTERVENTION RESEARCH RUSH UNIVERSITY 1653 WEST CONGRESS PARKWAY CHICAGO IL 60612 362174823 501(C)(3) 24996 INTERVENTION RESEARCH SCHOLARSHIPS 43 58720 PART I, LINE 2: ALL GRANTS ARE FOR A 1 YEAR PERIOD BEGINNING APRIL 1 OR JULY 1 AT THE INSTITUTIONS DECISION. EACH INSTITUTION MUST PROVIDE A REPORT OF PROGRESS BEFORE THE 2ND PAYMENT IS MADE AT THE 6 MONTH MARK AND THEN PROVIDE A FINAL REPORT UPON COMPLETION OF THE RESEARCH PROJECT THAT INCLUDES INFORMATION ON EXPENDITURES OF THE FUNDS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CHARLES H CHRISTIANSEN EXECUTIVE DIRECTOR 173224 0 0 0 15421 0 13791 0 9694 0 212130 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 4 THE FOLLOWING CHANGES WERE MADE TO THE BYLAWS IN 2014: THE CEO, SUBJECT TO POLICIES OF THE GOVERNING BOARD, SHALL ASSUME LEAD AUTHORITY AND RESPONSIBILITY FOR MANAGING THE ORGANIZATION AND SHALL EXERCISE THE OPERATIONAL AUTHORITY TRADITIONALLY VESTED IN PERSONS HOLDING THE CORPORATE TITLE "PRESIDENT." OFFICERS SHALL BE ELECTED TO SERVCE FOR TWO-YEAR TERMS WITH THE POSSIBILITY OR RE-ELECTION. ONLY DIRECTORS WHO HAVE SERVED AT LEAST ONE YEAR ON THE BOARD AND HAVE SUFFICIENT ELIGIBILITY REMAINING IN THEIR BOARD SERVICE SHALL BE ELIGIBLE FOR NOMINATION. THE ELECTIONS FOR CHAIR AND SECRETARY SHOULD OCCUR IN THE SAME YEAR AND THE ELECTION OF THE VICE CHAIR AND TREASURER SHOULD BE CONCURRENT IN ALTERNATE YEARS. ANY FORMER BOARD MEMBER WITH REMAINING BOARD ELIGIBILITY, WHO HAS FULFILLED THE REQUIRED THREE-YEAR LEAVE OF ABSENSE, MAY SERVE AS AN OFFICER IMMEDIATELY UPON ELECTION. FORM 990, PART VI, SECTION B, LINE 11 THE STAFF WILL REVIEW A DRAFT OF THE 990, FOLLOWED BY THE TREASURER. FINALLY AT THE 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 DEVELOPING AN APPROPRIATE EMPLOYMENT CONTRACT FOR THE FOUNDATION'S TOP MANAGEMENT OFFICIALS. SHOULD THERE BE ANY OTHER KEY EMPLOYEES, THE ED IS RESPONSIBLE FOR CONDUCTING A COMPENSATION REVIEW OF COMPARABLE FOUNDATIONS AND DETERMINING THE SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 52,748. MANAGEMENT AND GENERAL EXPENSES 2,066. FUNDRAISING EXPENSES 10,837. TOTAL EXPENSES 65,651. WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 11,830. MANAGEMENT AND GENERAL EXPENSES 4,021. FUNDRAISING EXPENSES 4,667. TOTAL EXPENSES 20,518. HONORARIUMS: PROGRAM SERVICE EXPENSES 7,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,200. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 150,068. MANAGEMENT AND GENERAL EXPENSES 7,141. FUNDRAISING EXPENSES 31,774. TOTAL EXPENSES 188,983. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 40,208. FORM 990, PART XII, LINE 2C: THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. NATIONAL HONOR SOCIETY AFFILIATE 4720 MONTGOMERY LANE STE 202 BETHESDA MD 20814 136189382 MANAGEMENT OF HONOR SOCIETY MD 118125 35828 AOTF