2026-08-17T08:43:56-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-10-01 136189382 THE AMERICAN OCCUPATIONAL THERAPY FOUNDA TION INC AMER 2402921034 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 PATRICIA DAVIES CHAIR, AOTF BOARD OF TRUSTEES 2402921034 2026-08-14 1 1 CHICHI MSANGI P01972113 5712279500 2026-08-13 2024 2025-03-06 01:10:19Z PATRICIA DAVIES 12300 TWINBROOK PARKWAY 520 ROCKVILLE MD 20852 10646859 0 X WWW.AOTF.ORG X 1965 DE 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. 9 9 13 77 0 0 628309 1979458 254840 252036 3383448 1562278 137065 145223 4403662 3938995 594781 861658 0 0 1173208 1254700 0 0 247118 992580 1156571 2760569 3272929 1643093 666066 38167834 40966884 371267 262437 37796567 40704447 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. 0 0 1391281 770723 276983 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. 705887 90935 170 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. 2097168 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 10 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AK AL AZ CA CO CT KY MA MD ME MI NC ND NH NM MO NY OR PA SC TN X JEANNE COOPER 2402921034 AOTF 12300 TWINBROOK PARKWAY SUITE ROCKVILLE MD 20852 PATRICIA DAVIES CHAIR 1.00 X X 0 0 0 JANET POOLE VICE CHAIR (UNTIL 12/25) 1.00 X X 0 0 0 ANNE BRYDEN TREASURER (UNTIL 12/25) 1.00 X X 0 0 0 TIMOTHY REISTETTER SECRETARY 1.00 X X 0 0 0 MARY JANE MULCAHEY IMMEDIATE PAST CHAIR (UNTIL 12/25) 1.00 X X 0 0 0 TEAL BENEVIDES TRUSTEE 1.00 X 0 0 0 BRENT BRAVEMAN TRUSTEE 1.00 X 0 0 0 HAZEL BRELAND TRUSTEE (UNTIL 12/25) 1.00 X 0 0 0 MEGAN CHANG TRUSTEE 1.00 X 0 0 0 ERIK JOHNSON TRUSTEE (UNTIL 12/25) 1.00 X 0 0 0 LISA JUCKETT TRUSTEE 1.00 X 0 0 0 REBECCA MARTIN TRUSTEE 1.00 X 0 0 0 ANDREW PERSCH TRUSTEE (UNTIL 12/25) 1.00 X 0 0 0 ELIZABETH PFEIFFER TRUSTEE (UNTIL 12/25) 1.00 X 0 0 0 SHAWN ROLL TRUSTEE 1.00 X 0 0 0 RACHEL WOLPERT TRUSTEE 1.00 X 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 35.00 X 234080 0 38807 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 35.00 X 146885 0 19407 JEANNE COOPER CHIEF OPERATING OFFICER 35.00 X 122736 0 36890 SATVIKA GARG CHIEF SCIENTIFIC OFFICER 35.00 X 156054 0 36115 KRISTIN BUKOVSKY DIR. COMMUNICATIONS/MARKETING 35.00 X 104794 0 22000 764549 0 153219 5 0 1 0 SAND HILL GLOBAL ADVISORS 245 LYTTON AVENUE SUITE 300 PALO ALTO CA 94301 INVESTMENT ADVISORS 117819 1 1979458 1979458 MEMBERSHIP DUES 900099 97510 97510 SPONSORSHIP REVENUE 900099 76650 76650 SUBSCRIPTIONS 900099 58214 58214 TICKET SALES 900099 19662 19662 252036 1133378 1133378 107753 107753 7131306 6702406 428900 428900 428900 30575 5458 25117 25117 12353 12353 12353 3938995 277153 0 1682384 X 764934 764934 96724 96724 766437 166626 487463 112348 393637 375904 1061 16672 14548 14082 466 5855 4984 871 74223 59103 6924 8196 3038 3038 99588 99588 117819 117819 406122 272981 54305 78836 75329 72369 2960 77388 36859 31236 9293 60734 6145 54589 87277 43176 34463 9638 75395 49729 18783 6883 9939 5438 2849 1652 9662 9662 HONORARIUMS 120664 120664 DUES AND SUBSCRIPTIONS 13616 7450 3903 2263 3272929 2097168 928643 247118 320620 491718 978893 361182 352730 894765 17199 26403 31094 34913 258599 193508 912 65091 36273397 38974378 192989 118434 38167834 40966884 144197 121625 227070 140812 371267 262437 X 24724238 26734576 13072329 13969871 37796567 40704447 38167834 40966884 666066 2241814 0 X 0 1 X 1 0 X 1608934 1552528 649558 628309 1979458 6418787 1608934 1552528 649558 628309 1979458 6418787 2573508 3845279 1209711 1760825 1089121 1166294 1241131 6467082 1440 1485 6334 1121 12353 22733 12908602 1490087 0.29790 0.26680 X 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. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 1,440. 2021 AMOUNT: $ 1,485. 2022 AMOUNT: $ 6,334. 2023 AMOUNT: $ 1,121. 2024 AMOUNT: $ 12,353. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14419852 232675 1298819 92297 45440 15813609 11984071 313308 2226520 61953 42094 14419852 10919799 180810 983268 61871 37935 11984071 12264935 240445 -1479039 62158 44384 10919799 10460558 210662 1687577 55020 38842 12264935 0.26160 0.60080 0.13760 0 0 258599 193508 65091 65091 LEASE LIABILITY - OPERATING 140812 140812 X 6068448 2241814 5458 2247272 3821176 117819 117819 3938995 3160568 5458 5458 3155110 117819 117819 3272929 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. 1 COLORADO STATE UNIVERSITY 770 OVAL DR FORT COLLINS CO 80523 846000545 501(C)(3) 142266 0 N/A N/A IMPLEMENTATION RESEARCH GRANT HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 136714749 501(C)(3) 50000 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) 49993 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) 49831 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) 10000 0 N/A N/A CAROLYN BAUM MENTOR AWARD THE OHIO STATE UNIVERSITY PO BOX 772398 DETROIT MI 48277 316025986 501(C)(3) 50000 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) 50000 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) 50000 0 N/A N/A HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF ILLINOIS AT CHICAGO 28395 NETWORK PLACE CHICAGO IL 60612 376000511 501(C)(3) 50000 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) 50000 0 N/A N/A HEALTH SERVICES RESEARCH GRANT UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET 201 PITTSBURGH PA 15260 250965591 501(C)(3) 24988 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) 33648 0 N/A N/A IMPLEMENTATION RESEARCH GRANT WASHINGTON UNIVERSITY 7425 FORSYTH BLVD ST LOUIS MO 63105 430653611 501(C)(3) 80000 0 N/A N/A NANCY TALBOT POSTDOC FELLOW 13 13 STRIDE RESEARCH FUND 10 96724 0 N/A N/A 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. X X X 0 0 0 0 0 0 0 0 0 SCOTT CAMPBELL CHIEF EXECUTIVE OFFICER 234080 0 0 0 0 0 9948 0 28859 0 272887 0 0 0 SATVIKA GARG CHIEF SCIENTIFIC OFFICER 151054 0 5000 0 0 0 6420 0 29695 0 192169 0 0 0 LAWRENCE LIFF CHIEF DEVELOPMENT OFFICER 141385 0 5500 0 0 0 6009 0 13398 0 166292 0 0 0 JEANNE COOPER CHIEF OPERATING OFFICER 117736 0 5000 0 0 0 5004 0 31886 0 159626 0 0 0 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. NATIONAL HONOR SOCIETY AFFILIATE 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 136189382 MANAGEMENT OF HONOR SOCIETY MD 192756 1597215 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC