2014-07-01T12:07:57-05:00 2013-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC AMER 3016522682 4720 MONTGOMERY LANE PO BOX 31220 BETHESDA MD 208241220 DIANA L RAMSAY 3016522682 2014-06-25 1 NATHANIEL BARTHOLOMEW P00007511 5712279500 2012 2015-11-30 17:44:51Z DIANA L RAMSAY 4720 MONTGOMERY LANE PO BOX 31220 BETHESDA MD 208241220 9500554 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 7 55 0 0 712932 382193 227554 223268 235318 776358 37510 13057 1213314 1394876 36916 54998 0 0 608674 617860 23101 0 209899 696480 659960 1365171 1332818 -151857 62058 23080852 24458013 83105 89096 22997747 24368917 X 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. 1 0 283318 49065 115669 EDUCATIONAL & SCHOLARSHIP PROGRAMS: TO INCREASE KNOWLEDGE AND UNDERSTANDING OF THE PROFESSION THROUGH BOOKS, JOURNALS, AND BROCHURES. SCHOLARSHIPS AND FELLOWSHIPS ARE GIVEN TO ENCOURAGE INTELLECTUAL GROWTH. 379217 5933 107599 RESEARCH PROGRAMS: THE FOUNDATION AWARDS GRANTS TO PROMOTE OCCUPATIONAL THERAPY THROUGH STUDIES AND SURVEYS. 662535 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 7 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 NY X X MINDY A HECKER 3016522682 4720 MONTGOMERY LANE SUITE 20 BETHESDA MD 20814 DIANA RAMSAY 1.50 X X 0 0 0 WENDY J COSTER 1.00 X X 0 0 0 ADAM T DROBOT 1.00 X X 0 0 0 PATRICIA BOOTH 1.00 X X 0 0 0 MARY ELLEN BUNING 1.00 X 0 0 0 ALFRED J CHIPLIN JR 1.00 X 0 0 0 AARON EAKMAN 1.00 X 0 0 0 SUSAN M FITZPATRICK 1.00 X 0 0 0 MARY FOTO 1.00 X 0 0 0 MARTHA KIRKLAND 1.00 X 0 0 0 KINSUK MAITRA 1.00 X 0 0 0 JAN POLGAR 1.00 X 0 0 0 KIM SCHOESSOW 1.00 X 0 0 0 CHARLES H CHRISTIANSEN 35.00 X 176769 0 20264 PAMELA SPEARS 35.00 X 117607 0 20185 294376 0 40449 2 0 1 0 0 17450 364743 382193 MEMBERSHIP DUES 900099 86921 86921 LIBRARY SERVICES 900099 55268 55268 WORKSHOP/CONFERENCE 900099 42067 42067 SUBSCRIPTIONS 900099 39012 39012 223268 573916 573916 2131 2131 8277629 8075187 202442 202442 202442 17109 17450 24061 -6952 -6952 12426 6430 5996 5996 OTHER INCOME 900099 11882 11882 11882 1394876 223268 0 789415 X 54998 54998 204128 141869 45929 16330 335200 147886 75961 111353 11478 4816 2103 4559 32736 410 21744 10582 34318 18445 6506 9367 18700 5800 12900 1157 494 663 59919 59919 84898 84898 289017 212874 34275 41868 73664 39088 27951 6625 3478 800 2678 46137 46137 40631 26836 7959 5836 7237 5482 386 1369 10580 10580 8552 8552 BANK FEES 5534 5534 DUES 4048 2733 1315 MISCELLANEOUS 3964 4 3960 STATE CHARITABLE REGIST 2399 434 1965 45 45 1332818 662535 460384 209899 74196 54643 63365 46771 77669 69584 589 821 3948 535 94764 76646 20200 18118 20771789 21994301 2069096 2273240 23080852 24458013 81613 87604 1492 1492 83105 89096 X 15997290 17017590 294788 371316 6705669 6980011 22997747 24368917 23080852 24458013 X 62058 1104968 204144 X 0 1 X 1 0 X 1303909 1540231 411846 712932 469114 4438032 1303909 1540231 411846 712932 469114 4438032 880256 3557776 43143 80864 591208 595396 576047 1886658 9559 27183 10380 11882 59004 6383694 0.55730 0.47250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4029912 94643 416638 34315 25726 4481152 3232159 1081158 -178807 20916 83682 4029912 3307770 264083 -181247 62400 96047 3232159 0.96440 0.03560 0 0 94764 76646 18118 18118 BENEFICIAL INTEREST IN REMAINER AND PERPETUAL TRUSTS 2266561 CASH SURRENDER VALUE OF LIFE INSURANCE 6679 2273240 LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND 1492 1492 X 2714079 1104968 217526 1322494 1391585 3291 3291 1394876 1342909 13382 13382 1329527 3291 3291 1332818 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S EMDOWMENTS ARE RESTRICTED FOR THE PURPOSES OF AWARDING SCHOLARSHIPS AND OTHER GENERAL PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 FOUNDATIONS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 6,430. CHANGE IN VALUE OF BENEFICIAL INTEREST 204,144. SPECIAL EVENTS EXPENSE 6,952. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 6,430. SPECIAL EVENTS EXPENSE 6,952. GALA 32259 15150 17109 6260 17051 750 AUCTION 2300 2300 34559 17450 17109 6260 17051 750 24061 -6952 1 SCHOLARSHIPS 36 54998 SCHEDULE I, PART I, LINE 2 UPON COMPLETION OF THE DISSERTATION, GRANT RECIPIENTS MUST PROVIDE A PERSONAL STATEMENT, WHICH IS REQUIRED TO INCLUDE WHAT THE RECIPIENT IS GOING TO DO NEXT. A COPY OF THE COMPLETED DISSERTATION MUST BE SUBMITTED TO THE WILMA L. WEST LIBRARY. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 CHARLES H CHRISTIANSEN 176769 0 0 0 0 0 13791 0 6473 0 197033 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 LAUNCHED AN INTERVENTION RESEARCH GRANT PROGRAM TO BE FUNDED IN 2014. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS, POLICIES AND PROCEDURES COMMITTEE IS PROPOSING THE ADDITION OF A LINE TO THE CURRENT BYLAWS TO ADDRESS AN OVERSIGHT. AOTF BYLAWS ARE CURRENTLY SILENT ON THE VOTE REQUIRED FOR AMENDING THEM. TYPICALLY, BYLAWS CHANGES REQUIRE APPROVAL OF A TWO-THIRDS MAJORITY OF THE VOTING MEMBERS. THEY ARE THEREFORE PROPOSING THAT THE FOLLOWING SENTENCE BE INSERTED AT LINE 301 IN THE CURRENT BYLAWS: "AMENDMENTS SHALL BE ADOPTED UPON THE CONCURRENCE OF AT LEAST 2/3 OF THE VOTING MEMBERS OF THE BOARD." 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'S. 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. 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. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 212,874. MANAGEMENT AND GENERAL EXPENSES 29,004. FUNDRAISING EXPENSES 41,868. TOTAL EXPENSES 283,746. WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,271. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 204,144.