2024-05-13T12:59:32-05:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-07-01 300086836 THE FUND TO PROMOTE AWARENESS OF OCCUPATIONAL THERAPY FUND 3016522682 6116 EXECUTIVE BLVD 200 NORTH BETHESDA MD 20852 CHARLES H JEFFERS II INTERIM EXECUTIVE DIRECTOR 3016522682 2024-05-08 1 CHARLES JEFFERS II 999009999 0 AARON M FOX P01365820 2022274000 2024-05-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES H JEFFERS II 6116 EXECUTIVE BLVD 200 NORTH BETHESDA MD 20852 84837 0 X WWW.PROMOTEOT.ORG X 2002 DC THE FUND WAS ESTABLISHED TO DISSEMINATE EDUCATIONAL INFORMATION AND OTHERWISE PROMOTE PUBLIC AWARENESS OF THE NEED FOR, USES OF, AND VALUE OF OCCUPATIONAL THERAPY. 4 3 0 800 0 0 536817 35509 43492 5500 375 7591 39580 36237 620264 84837 0 0 0 0 5897 9016 0 0 0 36514 409429 42411 418445 577853 -333608 752654 418954 92 0 752562 418954 THE FUND IS COMMITTED TO ONGOING RESOURCE DEVELOPMENT TO SUPPORT TARGETED EDUCATION, RESEARCH AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO INCREASE THE PUBLIC'S UNDERSTANDING OF OCCUPATIONAL THERAPY. THE FUND EXISTS TO ACHIEVE GREATER UNDERSTANDING. 0 0 414666 5500 PROMOTION-PROMOTING PUBLIC AWARENESS TO THE NEED FOR AND VALUE OF OCCUPATIONAL THERAPY.EDUCATION-DISSEMINATION OF EDUCATIONAL INFORMATION INCLUDING SCHOOL, BACKPACK AWARENESS AND PROGRAMS RELATED TO OLDER DRIVER SAFETY. 414666 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHARLES H JEFFERS II 3016522682 6116 EXECUTIVE BLVD 200 NORTH BETHESDA MD 20852 ALYSON STOVER PRESIDENT 0.10 3.00 X X 0 25000 0 ARAMEH ANVARIZADEH VICE PRESIDENT 0.10 3.00 X X 0 0 0 LINDA STRUCKMEYER SECRETARY 0.10 3.00 X X 0 0 0 DEBI HINERFELD TREASURER 0.10 3.00 X X 0 0 0 SHERRY KERAMIDAS EXECUTIVE DIRECTOR 5.00 35.00 X 0 434667 9310 0 459667 9310 0 0 1 0 0 35509 35509 REGISTRATION 900099 5500 5500 5500 7591 7591 36237 36237 84837 5500 0 43828 7586 7383 203 1430 1328 102 1861 1861 11748 11748 4307 4307 138 9 129 3944 3944 9469 8522 947 12845 12845 5625 5625 5369 4832 537 BAD DEBT 350000 350000 COST OF GOODS SOLD 2972 2972 PUBLICATION EXPENSES 778 778 BOOKS AND SUBSCRIPTION 373 373 418445 414666 3779 0 252363 332421 389580 2000 80546 19241 66675 61305 44036 23228 752654 418954 92 0 92 0 X 258275 300523 494287 118431 752562 418954 752654 418954 -333608 0 X X 0 1 X 1 0 X 20046 29507 28795 536817 35509 650674 20046 29507 28795 536817 35509 650674 650674 394 324 23 39955 43828 84524 735198 0.88500 0.22180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55000 13139 41861 25546 6102 19444 61305 DUE FROM AOTA 23228 23228 X 110693 25856 25856 84837 0 84837 68445 0 68445 350000 350000 418445 PART X, LINE 2: AOTA IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT PURPOSE ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AOTA MAY BE SUBJECT TO TAX ON ITS UNRELATED BUSINESS INCOME WHICH CONSISTS PRIMARILY OF ADVERTISING REVENUE . THE FUND IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION, UNDER SECTION 509(A)(1) OF THE IRC. THE PAC IS SUBJECT TO FEDERAL INCOME TAXES ON ITS INTEREST AND OTHER NONEXEMPT INCOME UNDER INTERNAL REVENUE SERVICE (IRS) SECTION 527(F). PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 25,856. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON PROMISES TO GIVE 350,000. 0 0 0 0 0 0 0 0 0 SHERRY KERAMIDAS EXECUTIVE DIRECTOR 0 430341 0 4326 0 0 0 8400 0 910 0 443977 0 0 FORM 990, PART VI, SECTION B, LINE 11B WILL BE EMAILED TO THE INDIVIDUAL MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CURRENT POLICY DEFINES A CONFLICT OF INTEREST AND IMPOSES ON ANY BOARD MEMBER TO DECLARE ANY PERCEIVED ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE POLICY IMPOSES ON THE FUND THE BURDEN TO DETERMINE IF A CONFLICT EXISTS. THE ENFORCEMENT PROCESS IS AUGMENTED BY THE REQUIREMENT THAT ALL PERSONS WHO SERVE THE FUND SIGN A CONSENT TO SERVE STATEMENT REQUIRING SUCH PERSONS TO AGREE TO CARRY OUT THEIR DUTIES PER THE FUND'S GOVERNANCE DOCUMENTS FAITHFULLY. THE COMPLETED CONSENT-TO-SERVE STATEMENTS ARE MAINTAINED BY THE FUND AND ARE AVAILABLE TO ENFORCE ANY VIOLATION OF THE CONFLICT-OF-INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR AOTA'S EXECUTIVE DIRECTOR IS DETERMINED USING THE FOLLOWING METHODS: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION STUDY OR SURVEY FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. AMERICAN OCCUPATIONAL THERAPY ASSOCIATION 6116 EXECUTIVE BLVD NORTH BETHESDA MD 20852 131526422 ASSOCIATION OF OCCUPATIONAL THERAPISTS DC 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0