AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC (EIN 13-6189382)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202622299349301022
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T08:43:56-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 NORTH GLEBE ROAD SUITE 1200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136189382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN OCCUPATIONAL THERAPY FOUNDA | BusinessNameLine1Txt |
| Business Name Line2 | TION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2402921034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 TWINBROOK PARKWAY 520 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DAVIES | PersonNm |
| Person Title | CHAIR, AOTF BOARD OF TRUSTEES | PersonTitleTxt |
| Phone | 2402921034 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHICHI MSANGI | PreparerPersonNm |
| PTIN | P01972113 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA DAVIES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 TWINBROOK PARKWAY 520 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,646,859 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AOTF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) IS TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $628,309 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,979,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $254,840 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $252,036 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,383,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,562,278 | CYInvestmentIncomeAmt |
| PY Other Revenue | $137,065 | PYOtherRevenueAmt |
| CY Other Revenue | $145,223 | CYOtherRevenueAmt |
| PY Total Revenue | $4,403,662 | PYTotalRevenueAmt |
| CY Total Revenue | $3,938,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $594,781 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $861,658 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,173,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,254,700 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $247,118 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $992,580 | PYOtherExpensesAmt |
| CY Other Expenses | $1,156,571 | CYOtherExpensesAmt |
| PY Total Expenses | $2,760,569 | PYTotalExpensesAmt |
| CY Total Expenses | $3,272,929 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,643,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $666,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,167,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,966,884 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $371,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $262,437 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,796,567 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,704,447 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) IS TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,391,281 | ExpenseAmt |
| Grant | $770,723 | GrantAmt |
| Revenue | $276,983 | RevenueAmt |
| Desc | 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: OCCUPATIONAL THERAPY RESEARCH JOURNAL (QUARTERLY), RESEARCH GRANTS THAT FURTHER DEVELOP 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $705,887 | ExpenseAmt |
| Grant | $90,935 | GrantAmt |
| Revenue | $170 | RevenueAmt |
| Desc | 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 130 PLUS CHAPTER LEVEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,097,168 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANNE COOPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2402921034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AOTF 12300 TWINBROOK PARKWAY SUITE | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATRICIA DAVIES | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANET POOLE | |||||||
| VICE CHAIR (UNTIL 12/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE BRYDEN | |||||||
| TREASURER (UNTIL 12/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY REISTETTER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY JANE MULCAHEY | |||||||
| IMMEDIATE PAST CHAIR (UNTIL 12/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TEAL BENEVIDES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT BRAVEMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAZEL BRELAND | |||||||
| TRUSTEE (UNTIL 12/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN CHANG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK JOHNSON | |||||||
| TRUSTEE (UNTIL 12/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA JUCKETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA MARTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW PERSCH | |||||||
| TRUSTEE (UNTIL 12/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH PFEIFFER | |||||||
| TRUSTEE (UNTIL 12/25) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN ROLL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL WOLPERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CAMPBELL | |||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | $234,080 | $0 | $38,807 | ||
| LAWRENCE LIFF | |||||||
| CHIEF DEVELOPMENT OFFICER | 35.00 | Yes (X) | $146,885 | $0 | $19,407 | ||
| JEANNE COOPER | |||||||
| CHIEF OPERATING OFFICER | 35.00 | Yes (X) | $122,736 | $0 | $36,890 | ||
| SATVIKA GARG | |||||||
| CHIEF SCIENTIFIC OFFICER | 35.00 | Yes (X) | $156,054 | $0 | $36,115 | ||
| KRISTIN BUKOVSKY | |||||||
| DIR. COMMUNICATIONS/MARKETING | 35.00 | $104,794 | $0 | $22,000 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $764,549 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $153,219 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAND HILL GLOBAL ADVISORS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LYTTON AVENUE SUITE 300 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORS | ServicesDesc |
| Compensation | $117,819 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,979,458 | AllOtherContributionsAmt |
| Total Contributions | $1,979,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $97,510 | $97,510 |
| SPONSORSHIP REVENUE | 900099 | $76,650 | $76,650 |
| SUBSCRIPTIONS | 900099 | $58,214 | $58,214 |
| TICKET SALES | 900099 | $19,662 | $19,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $252,036 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,133,378 | TotalRevenueColumnAmt |
| Exclusion | $1,133,378 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,753 | TotalRevenueColumnAmt |
| Exclusion | $107,753 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,131,306 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,702,406 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $428,900 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $428,900 | TotalRevenueColumnAmt |
| Exclusion | $428,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $30,575 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,458 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,117 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,353 | TotalRevenueColumnAmt |
| Exclusion | $12,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,353 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,938,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $277,153 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,682,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,934 | TotalAmt |
| Program Services | $764,934 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,724 | TotalAmt |
| Program Services | $96,724 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,437 | TotalAmt |
| Program Services | $166,626 | ProgramServicesAmt |
| Management And General | $487,463 | ManagementAndGeneralAmt |
| Fundraising | $112,348 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,637 | TotalAmt |
| Program Services | $375,904 | ProgramServicesAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
| Fundraising | $16,672 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,548 | TotalAmt |
| Program Services | $14,082 | ProgramServicesAmt |
| Fundraising | $466 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,855 | TotalAmt |
| Program Services | $4,984 | ProgramServicesAmt |
| Fundraising | $871 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,223 | TotalAmt |
| Program Services | $59,103 | ProgramServicesAmt |
| Management And General | $6,924 | ManagementAndGeneralAmt |
| Fundraising | $8,196 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,038 | TotalAmt |
| Management And General | $3,038 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,588 | TotalAmt |
| Management And General | $99,588 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,819 | TotalAmt |
| Management And General | $117,819 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,122 | TotalAmt |
| Program Services | $272,981 | ProgramServicesAmt |
| Management And General | $54,305 | ManagementAndGeneralAmt |
| Fundraising | $78,836 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,329 | TotalAmt |
| Program Services | $72,369 | ProgramServicesAmt |
| Management And General | $2,960 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,388 | TotalAmt |
| Program Services | $36,859 | ProgramServicesAmt |
| Management And General | $31,236 | ManagementAndGeneralAmt |
| Fundraising | $9,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,734 | TotalAmt |
| Program Services | $6,145 | ProgramServicesAmt |
| Management And General | $54,589 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,277 | TotalAmt |
| Program Services | $43,176 | ProgramServicesAmt |
| Management And General | $34,463 | ManagementAndGeneralAmt |
| Fundraising | $9,638 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,395 | TotalAmt |
| Program Services | $49,729 | ProgramServicesAmt |
| Management And General | $18,783 | ManagementAndGeneralAmt |
| Fundraising | $6,883 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,939 | TotalAmt |
| Program Services | $5,438 | ProgramServicesAmt |
| Management And General | $2,849 | ManagementAndGeneralAmt |
| Fundraising | $1,652 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,662 | TotalAmt |
| Management And General | $9,662 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORARIUMS | $120,664 | $120,664 | ||
| DUES AND SUBSCRIPTIONS | $13,616 | $7,450 | $3,903 | $2,263 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,272,929 | TotalAmt |
| Program Services | $2,097,168 | ProgramServicesAmt |
| Management And General | $928,643 | ManagementAndGeneralAmt |
| Fundraising | $247,118 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,620 | BOYAmt |
| EOY | $491,718 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,893 | BOYAmt |
| EOY | $361,182 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,730 | BOYAmt |
| EOY | $894,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,199 | BOYAmt |
| EOY | $26,403 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,094 | BOYAmt |
| EOY | $34,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $258,599 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $193,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912 | BOYAmt |
| EOY | $65,091 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,273,397 | BOYAmt |
| EOY | $38,974,378 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,989 | BOYAmt |
| EOY | $118,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,167,834 | BOYAmt |
| EOY | $40,966,884 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,197 | BOYAmt |
| EOY | $121,625 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,070 | BOYAmt |
| EOY | $140,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,267 | BOYAmt |
| EOY | $262,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,724,238 | BOYAmt |
| EOY | $26,734,576 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,072,329 | BOYAmt |
| EOY | $13,969,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,796,567 | BOYAmt |
| EOY | $40,704,447 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,167,834 | BOYAmt |
| EOY | $40,966,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $666,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,241,814 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,608,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,552,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $649,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,979,458 | CurrentTaxYearAmt |
| Total | $6,418,787 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,608,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,552,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $649,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,979,458 | CurrentTaxYearAmt |
| Total | $6,418,787 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,573,508 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,845,279 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,209,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,760,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,089,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,166,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,241,131 | CurrentTaxYearAmt |
| Total | $6,467,082 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,353 | CurrentTaxYearAmt |
| Total | $22,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,908,602 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,490,087 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.26680 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. IS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION DEDICATED TO ADVANCING THE SCIENCE OF OCCUPATIONAL THERAPY SO THAT INDIVIDUALS AND COMMUNITIES MAY MORE FULLY PARTICIPATE IN MEANINGFUL LIFE ACTIVITIES. FOR MORE THAN 60 YEARS, AOTF HAS MAINTAINED A CONTINUOUS AND BONA FIDE PROGRAM OF PUBLIC SUPPORT THROUGH ANNUAL SOLICITATIONS, CONFERENCE-BASED FUNDRAISING, VOLUNTEER-LED CAMPAIGNS, ONLINE GIVING, ANNUAL REPORT APPEALS, GIVING TUESDAY CAMPAIGNS, STUDENT FUNDRAISING INITIATIVES, AND TARGETED OUTREACH TO INDIVIDUALS AND ORGANIZATIONS THAT SUPPORT OCCUPATIONAL THERAPY RESEARCH, EDUCATION, AND WORKFORCE DEVELOPMENT. THESE FUNDRAISING EFFORTS PROVIDE MULTIPLE OPPORTUNITIES FOR THE PUBLIC TO CONTRIBUTE THROUGH INDIVIDUAL GIFTS, DONOR-ADVISED FUNDS, IRA DISTRIBUTIONS, ESTATE AND TRUST GIFTS, STOCK GIFTS, ACH PAYMENTS, AND ONLINE PAYMENT PLATFORMS. AOTF'S PUBLIC SUPPORT EXCEEDS THE 10% MINIMUM REQUIRED FOR CONSIDERATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST. FOR THE APPLICABLE SUPPORT PERIOD, APPROXIMATELY 30% OF AOTF'S TOTAL FUNDING CAME FROM PUBLIC GIFTS, WHICH IS WELL ABOVE THE 10% THRESHOLD FOR CONSIDERATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST. IN ADDITION, AOTF HAS MAINTAINED A BROAD DONOR BASE, INCLUDING MORE THAN 1,300 UNIQUE DONORS IN EACH OF THE PAST SEVEN YEARS AND NEARLY 5,000 UNIQUE DONORS WHO MADE GIFTS DURING THE 2021 THROUGH 2025 PERIOD. THESE FACTS DEMONSTRATE ONGOING PUBLIC INTEREST IN, AND FINANCIAL SUPPORT FOR, AOTF'S CHARITABLE MISSION. THE IRS DESCRIBES THE PUBLIC SUPPORT TESTS AS MEASURED OVER A FIVE-YEAR PERIOD, AND THE SECTION 509(A)(1) TEST GENERALLY REQUIRES EITHER AT LEAST ONE-THIRD PUBLIC SUPPORT OR QUALIFICATION UNDER THE 10% FACTS-AND-CIRCUMSTANCES TEST. AOTF'S SUPPORT IS RECEIVED FROM A BROAD RANGE OF DONORS AND IS NOT LIMITED TO A SMALL NUMBER OF PRIVATE SOURCES. AOTF RECEIVES SUPPORT FROM INDIVIDUALS, SCHOOLS, ORGANIZATIONS, COMPANIES, STATE ASSOCIATIONS, PUBLIC SCHOOLS, AND OTHER ENTITIES, AND DOES NOT RECEIVE FUNDING FROM THE U.S. GOVERNMENT. DURING THE FISCAL YEARS DESCRIBED IN THE ORGANIZATION'S SUPPORTING MATERIALS, PUBLIC GIFTS REPRESENTED, ON AVERAGE, APPROXIMATELY 35% OF TOTAL FUNDING, AND THE MAJORITY OF DONORS WERE OCCUPATIONAL THERAPY CLINICIANS, RESEARCHERS, EDUCATORS, STUDENTS, CLIENTS, CAREGIVERS, AND OTHER MEMBERS OF THE BROADER PUBLIC INTERESTED IN OCCUPATIONAL THERAPY RESEARCH AND EDUCATION. AOTF'S GOVERNING BODY REPRESENTS BROAD PUBLIC INTERESTS WITHIN THE OCCUPATIONAL THERAPY PROFESSION AND THE COMMUNITIES SERVED BY THE PROFESSION. ITS BOARD OF TRUSTEES INCLUDES RESEARCHERS, PRACTICING OCCUPATIONAL THERAPISTS, ACADEMIC EDUCATORS, COMMUNITY LEADERS, CLINICIANS, AND BUSINESS OWNERS. AOTF ALSO USES STANDING COMMITTEES COMPOSED OF VOLUNTEERS FROM THE OCCUPATIONAL THERAPY PROFESSION AND THE PUBLIC TO HELP ADMINISTER FOUNDATION ACTIVITIES AND OPERATIONS. BOARD AND COMMITTEE SERVICE IS SUBJECT TO PERIODIC TURNOVER, WHICH SUPPORTS DIVERSE PARTICIPATION AND HELPS ENSURE THAT AOTF'S GOVERNANCE REMAINS RESPONSIVE TO THE NEEDS OF THE PROFESSION AND THE PUBLIC RATHER THAN THE INTERESTS OF A LIMITED NUMBER OF DONORS OR RELATED ORGANIZATIONS. THE ORGANIZATION'S SUPPORTING MATERIALS ALSO STATE THAT THE LEADERSHIP OF AOTA AND NBCOT ARE NOT VOTING MEMBERS OF THE AOTF BOARD AND DO NOT SERVE IN VOLUNTEER ROLES THAT WOULD ALLOW THEM TO INFLUENCE AOTF DECISIONS REGARDING GRANTS, AWARDS, SCHOLARSHIPS, OR EVENTS. AOTF PROVIDES MEANINGFUL SERVICES AND BENEFITS TO THE PUBLIC ON A CONTINUING BASIS. ITS ACTIVITIES INCLUDE FUNDING OCCUPATIONAL THERAPY RESEARCH, ADMINISTERING GRANT PROGRAMS, SUPPORTING SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS AND EMERGING SCHOLARS, PUBLISHING OTJR: OCCUPATIONAL THERAPY JOURNAL OF RESEARCH, CONVENING RESEARCH COLLABORATIVES, SPONSORING EDUCATIONAL SESSIONS AND WORKSHOPS, AND PROVIDING PUBLIC-FACING RESOURCES, NEWSLETTERS, WEBINARS, AND EVENTS. THESE PROGRAMS STRENGTHEN THE OCCUPATIONAL THERAPY WORKFORCE, ADVANCE EVIDENCE-BASED PRACTICE, SUPPORT EARLY-STAGE RESEARCHERS, AND PROMOTE SCIENTIFIC KNOWLEDGE THAT BENEFITS INDIVIDUALS, CAREGIVERS, PRACTITIONERS, EDUCATORS, POLICYMAKERS, PAYERS, AND COMMUNITIES. AOTF'S COMMUNITY ENGAGED RESEARCH GRANT AND OTHER RESEARCH INITIATIVES ALSO ENCOURAGE COLLABORATION BETWEEN RESEARCHERS AND COMMUNITY PARTNERS, FURTHER DEMONSTRATING THAT AOTF'S PROGRAMS ARE DESIGNED TO PROVIDE MEANINGFUL PUBLIC BENEFIT RATHER THAN PRIVATE BENEFIT TO A LIMITED GROUP. BASED ON THESE FACTS, AOTF SATISFIES THE FACTS-AND-CIRCUMSTANCES STANDARD FOR PUBLIC CHARITY STATUS BECAUSE IT MAINTAINS A CONTINUOUS AND BONA FIDE PUBLIC FUNDRAISING PROGRAM, RECEIVES SUPPORT FROM A BROAD DONOR BASE, EXCEEDS THE 10% PUBLIC SUPPORT THRESHOLD, IS GOVERNED BY INDIVIDUALS REPRESENTING BROAD PUBLIC INTERESTS, AND PROVIDES MEANINGFUL CHARITABLE SERVICES AND RESOURCES TO THE PUBLIC ON AN ONGOING BASIS. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 1,440. 2021 AMOUNT: $ 1,485. 2022 AMOUNT: $ 6,334. 2023 AMOUNT: $ 1,121. 2024 AMOUNT: $ 12,353. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,419,852 | BeginningYearBalanceAmt |
| Contributions | $232,675 | ContributionsAmt |
| Investment Earnings Or Losses | $1,298,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,297 | OtherExpendituresAmt |
| Administrative Expenses | $45,440 | AdministrativeExpensesAmt |
| End Year Balance | $15,813,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,984,071 | BeginningYearBalanceAmt |
| Contributions | $313,308 | ContributionsAmt |
| Investment Earnings Or Losses | $2,226,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,953 | OtherExpendituresAmt |
| Administrative Expenses | $42,094 | AdministrativeExpensesAmt |
| End Year Balance | $14,419,852 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,919,799 | BeginningYearBalanceAmt |
| Contributions | $180,810 | ContributionsAmt |
| Investment Earnings Or Losses | $983,268 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,871 | OtherExpendituresAmt |
| Administrative Expenses | $37,935 | AdministrativeExpensesAmt |
| End Year Balance | $11,984,071 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,264,935 | BeginningYearBalanceAmt |
| Contributions | $240,445 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,479,039 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,158 | OtherExpendituresAmt |
| Administrative Expenses | $44,384 | AdministrativeExpensesAmt |
| End Year Balance | $10,919,799 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,460,558 | BeginningYearBalanceAmt |
| Contributions | $210,662 | ContributionsAmt |
| Investment Earnings Or Losses | $1,687,577 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,020 | OtherExpendituresAmt |
| Administrative Expenses | $38,842 | AdministrativeExpensesAmt |
| End Year Balance | $12,264,935 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13760 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,508 | DepreciationAmt |
| Book Value | $65,091 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,091 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - OPERATING | Desc |
| Amt | $140,812 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $140,812 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,068,448 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,241,814 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,458 | OtherRevenueAmt |
| Revenue Not Reported | $2,247,272 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,821,176 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $117,819 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $117,819 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,938,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,160,568 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,458 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,458 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,155,110 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $117,819 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $117,819 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,272,929 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWNMENT AND EARNINGS CAN BE USED TO SUPPORT THE SCHOLARSHIPS AND GRANTS GIVEN BY THE FOUNDATION TO WORTHY RECIPIENTS. |
| PART X, LINE 2: | AOTF IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AOTF IS SUBJECT TO FEDERAL AND STATE TAXES ON ANY UNRELATED BUSINESS INCOME. THE HONOR SOCIETY IS A LIMITED LIABILITY COMPANY (LLC) WHOSE OPERATING RESULTS FLOW THROUGH TO THE FOUNDATION, WHICH IS ITS SOLE CORPORATE MEMBER. THE LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. 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 5,458. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 5,458. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| COLORADO STATE UNIVERSITY | ||||||||||
| 770 OVAL DR | FORT COLLINS | CO | 80523 | 846000545 | 501(C)(3) | $142,266 | $0 | N/A | N/A | IMPLEMENTATION RESEARCH GRANT |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 136714749 | 501(C)(3) | $50,000 | $0 | N/A | N/A | INTERVENTION RESEARCH GRANT |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||||
| ONE GUTAVE L LEVY PLACE BOX 3500 | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $49,993 | $0 | N/A | N/A | IMPLEMENTATION RESEARCH GRANT |
| REHAB INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITY LAB | ||||||||||
| 355 EAST ERIE ST | CHICAGO | IL | 60611 | 362256036 | 501(C)(3) | $49,831 | $0 | N/A | N/A | IMPLEMENTATION RESEARCH GRANT |
| THE CURATORS OF THE UNIVERSITY OF MISSOURI | ||||||||||
| UNIV OF MO SYST 118 UNIV HALL | COLUMBIA | MO | 65211 | 266440629 | 501(C)(3) | $10,000 | $0 | N/A | N/A | CAROLYN BAUM MENTOR AWARD |
| THE OHIO STATE UNIVERSITY | ||||||||||
| PO BOX 772398 | DETROIT | MI | 48277 | 316025986 | 501(C)(3) | $50,000 | $0 | N/A | N/A | IMPLEMENTATION RESEARCH GRANT |
| THE TOWER FOUNDATION OF THE SAN JOSE STATE UNIV | ||||||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | 830403915 | 501(C)(3) | $50,000 | $0 | N/A | N/A | IMPLEMENTATION RESEARCH GRANT |
| UNIVERSITY OF CO DENVER | ||||||||||
| 13001 E 17TH PL RM W1124 | AURORA | CO | 80045 | 846000555 | 501(C)(3) | $50,000 | $0 | N/A | N/A | HEALTH SERVICES RESEARCH GRANT |
| UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||||||
| 28395 NETWORK PLACE | CHICAGO | IL | 60612 | 376000511 | 501(C)(3) | $50,000 | $0 | N/A | N/A | HEALTH SERVICES RESEARCH GRANT |
| UNIVERSITY OF NC AT CHAPEL HILL | ||||||||||
| PO BOX 4022420 | ATLANTA | GA | 303842420 | 566001393 | 501(C)(3) | $50,000 | $0 | N/A | N/A | HEALTH SERVICES RESEARCH GRANT |
| UNIVERSITY OF PITTSBURGH | ||||||||||
| 116 ATWOOD STREET 201 | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | $24,988 | $0 | N/A | N/A | NANCY TALBOT POSTDOC FELLOW AND INTERVENTION RESEARCH GRANT |
| UNIVERSITY OF SOUTH FLORIDA | ||||||||||
| PO BOX 737443 | DALLAS | TX | 75373 | 250965591 | 501(C)(3) | $33,648 | $0 | N/A | N/A | IMPLEMENTATION RESEARCH GRANT |
| WASHINGTON UNIVERSITY | ||||||||||
| 7425 FORSYTH BLVD | ST LOUIS | MO | 63105 | 430653611 | 501(C)(3) | $80,000 | $0 | N/A | N/A | NANCY TALBOT POSTDOC FELLOW |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STRIDE RESEARCH FUND | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $96,724 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | APPLICANTS MUST COMPLETE AN ONLINE APPLICATION AND MEET THE CRITERIA ESTABLISHED. GRANTEES ARE SELECTED THROUGH A RIGOROUS REVIEW PROCESS. ONCE THE GRANTEES ARE IDENTIFIED, THEY MUST SUBMIT, THEY MUST SUBMIT REQUIRED DOCUMENTATION PRIOR TO RECEIVING INITIAL GRANT FUNDS. FINAL GRANT FUNDS ARE ONLY DISTRIBUTED ONCE GRANTEE SUBMITS FINAL DOCUMENTATION. |
| PART III, COLUMN (B): | APPLICANTS MUST COMPLETE AN ONLINE APPLICATION AND MEET THE CRITERIA ESTABLISHED. GRANTEES ARE SELECTED THROUGH A RIGOROUS REVIEW PROCESS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT CAMPBELL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $234,080 | $0 | $0 | $0 | $0 | $0 | $9,948 | $0 | $28,859 | $0 | $272,887 | $0 | $0 | $0 |
| SATVIKA GARG | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER | $151,054 | $0 | $5,000 | $0 | $0 | $0 | $6,420 | $0 | $29,695 | $0 | $192,169 | $0 | $0 | $0 |
| LAWRENCE LIFF | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $141,385 | $0 | $5,500 | $0 | $0 | $0 | $6,009 | $0 | $13,398 | $0 | $166,292 | $0 | $0 | $0 |
| JEANNE COOPER | ||||||||||||||
| CHIEF OPERATING OFFICER | $117,736 | $0 | $5,000 | $0 | $0 | $0 | $5,004 | $0 | $31,886 | $0 | $159,626 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | 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 TRUSTEES AT ITS NEXT MEETING. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR CONDUCTING PERFORMANCE REVIEWS ON AND CONTRACT NEGOTIATIONS WITH THE CHIEF EXECUTIVE OFFICER. FINAL DECISIONS FOR A SUFFICIENT PERFORMANCE REVIEW AND RENEWING AND/OR AWARDING OF A NEW CONTRACT IS THE RESPONSIBILITY OF THE CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY OF REVIEWING AND VOTING TO APPROVE THE 990 PRIOR TO SUBMITTING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH TRUSTEE, VOLUNTEER, AND STAFF PERSON MUST SIGN THE CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS A SMALL BOARD AND STAFF, IT IS NOT DIFFICULT TO MANAGE THE CONFLICT OF INTEREST. INDIVIDUALS GENERALLY RECUSE THEMSELVES FROM ISSUES WITH CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE CEO'S CONTRACT AND COMPENSATION REVIEW PROCESS. THE CEO AND COO DETERMINES THE COMPENSATION OF EMPLOYEES. COMPARABILITY DATA AND SUBSTANTIATION OF THE DELIBERATION AND DECISION ARE UTILIZED. FOR OTHER OFFICERS, THE CEO MAKES THE DETERMINATION BASED ON COMPENSATION FOR OTHER NON-PROFITS WITH SIMILAR POSITIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| 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 272,981. MANAGEMENT AND GENERAL EXPENSES 54,305. FUNDRAISING EXPENSES 78,836. TOTAL EXPENSES 406,122. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL HONOR SOCIETY AFFILIATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 TWINBROOK PARKWAY SUITE 520 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136189382 | EIN |
| Primary Activities | MANAGEMENT OF HONOR SOCIETY | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $192,756 | TotalIncomeAmt |
| End Of Year Assets | $1,597,215 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC | BusinessNameLine1Txt |
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