2021-05-02T08:06:19-05:00 2020-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-07-01 131526422 THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC AMER 3016526611 6116 EXECUTIVE BOULEVARD NO 200 NORTH BETHESDA MD 20852 PATRICIA HOPKINS CHIEF OFFICER, FINANCE & OPS 3016526611 2021-05-02 1 ELIZABETH W HELLER P00397829 2022932200 2019 2022-09-23 18:48:47Z AOTA SHERRY KERAMIDAS 6116 EXECUTIVE BOULEVARD NO 200 NORTH BETHESDA MD 20852 47605322 0 X WWW.AOTA.ORG X 1917 DC TO ADVANCE OCCUPATIONAL THERAPY PRACTICE, EDUCATION, AND RESEARCH THROUGH STANDARD-SETTING AND ADVOCACY ON BEHALF OF ITS MEMBERS, THE PROFESSION, AND THE PUBLIC. 11 11 84 800 539659 0 140430 171784 18331648 13780833 35013 13585868 2962869 2874935 21469960 30413420 175422 177170 0 0 9696308 10450845 0 0 0 9400948 8328269 19272678 18956284 2197282 11457136 17939714 29819602 7839191 8174694 10100523 21644908 X TO ADVANCE OCCUPATIONAL THERAPY PRACTICE, EDUCATION, AND RESEARCH THROUGH STANDARD-SETTING AND ADVOCACY ON BEHALF OF ITS MEMBERS, THE PROFESSION, AND THE PUBLIC. 0 0 PROFESSIONAL DEVELOPMENT: AOTA SUPPORTS A WIDE RANGE OF SERVICES TO SUPPORT THE PROFESSION OF OCCUPATIONAL THERAPY ("OT"). BROADLY SPEAKING, THESE FALL INTO THREE MAJOR CATEGORIES: EDUCATION, ACCREDITATION AND PROFESSIONAL STANDARDS.EDUCATION IS THE FIRST AREA OF PROFESSIONAL DEVELOPMENT FOR THE OCCUPATIONAL THERAPIST. THE DEVELOPMENT CAN BE FOR THOSE ENTERING THE PROFESSION, ENHANCING THE SKILLS OF THOSE IN THE PROFESSION AND SUPPORTING THE QUALITY OF PROGRAMS THAT PROVIDE EDUCATION SERVICES TO THERAPISTS. MOST IMPORTANTLY, THIS INCLUDES AOTA'S ANNUAL CONFERENCE & EXPOSITION-THE PREMIERE EDUCATION EVENT HELD FOR THERAPISTS. THE CONFERENCE WAS ATTENDED BY 10,500 THERAPISTS FROM AROUND THE COUNTRY. IN THE COURSE OF THE CONFERENCE, A THERAPIST IS ABLE TO MEET THEIR REQUIREMENT FOR CONTINUING EDUCATION. PRE-CONFERENCE DAY-LONG INSTITUTES AND SEMINARS ARE OFFERED FOR THOSE WISHING TO PARTICIPATE. DURING CONFERENCE, COVERING FOUR DAYS OVER 1,800 EDUCATIONAL SESSIONS ARE OFFERED. ADDITIONALLY, THE CONFERENCE EXPOSITION HALL DISPLAYS THE LATEST IN TECHNOLOGY, JOB OFFERINGS, PRODUCTS AND EDUCATIONAL OPPORTUNITIES TO ATTENDEES. THE CONFERENCE INCLUDED A 3-DAY AOTA/RESNA TECHONOLOGY TRACK. AOTA ALSO PUTS ON SPECIALTY CONFERENCES TO IMPROVE SKILLS IN SPECIFIC AREAS. DURING THE YEAR THREE SPECIALTY CONFERENCES WERE HELD ON ADULT REHABILITATION, EDUCATION SUMMIT AND CHILDREN AND YOUTH. FOR THE FIRST TIME AOTA OFFERED IMPORTANT LEARNING OPPORTUNITIES BOTH IN PERSON AND LIVE-STREAM COVERED PDPM (PATIENT DRIVEN PAYMENT METHODS) AND PDGM (PATIENT DRIVEN GROUP MODEL). IN THE OTHER AREAS OF PROFESSIONAL DEVELOPMENT AND LICENSURE SUPPORT, AOTA OFFERS ONLINE EDUCATIONAL COURSES. AOTA HELPS NEW OTS AND OTAS PREPARE FOR THE NBCOT CERTIFICATION WITH OVER 6,000 INDIVIDUALS ENROLLED IN AOTA'S NBCOT EXAM PREP. AOTA PROVIDED OVER 40,000 HOURS OF CONTINUING EDUCATION COURSES DURING THE YEAR. ADDITIONALLY, AOTA PROVIDED 17,000 FREE CONTACT HOURS AS MEMBERSHIP APPRECIATION.AOTA PROVIDES ADDITIONAL BOARD AND SPECIALTY CERTIFICATION IN SEVERAL AREAS OF THE PROFESSION WITH 88 CERTIFICATIONS BEING EARNED DURING THE YEAR, BRINGING THE TOTAL NUMBER OF CERTIFICATES TO 526. IN FY19, THE SEVENTH COHORT EMERGING LEADERS PROGRAM WAS HELD OVER TWO DAYS FOR 18 OT'S. TO DATE, THERE HAVE BEEN 320 PARTICIPANTS IN THE PROGRAM. IN TERMS OF FIELD WORK EDUCATORS, THIRTY-EIGHT CERTIFICATION PROGRAMS WERE CONDUCTED DURING THE YEAR, WITH 838 PRACTITIONERS BEING AWARDED CERTIFICATES. MORE THAN 4,225 PRACTITIONERS HAVE COMPLETED THE CERTIFICATION PROGRAM.SECOND, AOTA, THROUGH ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION, ("ACOTE") ACCREDITS 415 ACADEMIC PROGRAMS OFFERED BY JUNIOR COLLEGES, COLLEGES AND UNIVERSITIES THAT OFFER A COURSE OF STUDY IN OCCUPATIONAL THERAPY. THIS ACCREDITATION PROCESS INVOLVES THE ESTABLISHMENT OF CRITERIA FOR THE SCHOOLS AND MONITORING THEIR COMPLIANCE AGAINST REQUIREMENTS AND PROGRAM OFFERINGS TO STUDENTS. SCHOOLS ARE VISITED DURING THE REVIEW PROCESS; IN FY19 THERE WERE 35 ACCREDITATION ON-SITE EVALUATIONS AND 16 INITIAL ACCREDITATION VISITS. ACOTE IS RECOGNIZED BY BOTH CHIA AND USDE AS A SPECIALIZED ACCREDITOR. THE COUNCIL ON HIGHER EDUCATION ACCREDITATION ("CHEA") GRANTED ACOTE RE-RECOGNITION FOR A FIVE YEAR PERIOD. OCCUPATIONAL THERAPY RESIDENCIES ARE DESIGNED TO ADVANCE A PRACTITIONER'S PERFORMANCE AND INTERPERSONAL SKILLS, CRITICAL AND ETHICAL REASONING, AND OVERALL EXPERTISE IN A FOCUSED AREA OF PRACTICE. RESIDENCY PROGRAMS OFFER OPPORTUNITIES FOR DIDACTIC LEARNING, MENTORED PRACTICE, AND SCHOLARSHIP FOR OCCUPATIONAL THERAPISTS THAT HAVE GRADUATED AND COMPLETED THE REQUIREMENTS FOR LICENSURE. BY PARTICIPATING IN A RESIDENCY PROGRAM, INDIVIDUALS HAVE THE OPPORTUNITY TO ADVANCE THEIR CLINICAL SKILLS AND BECOME MORE MARKETABLE IN THE FIELD OF OCCUPATIONAL THERAPY AS SPECIALIZED PRACTITIONERS. NINE SCHOOLS HAVE BEEN RECOGNIZED DURING THE YEAR.THE FINAL AREA IS THE DEVELOPMENT OF PROFESSIONAL STANDARDS AS IT RELATES TO PRACTICE, ETHICS, EVIDENCE AND STANDARDS. AOTA MAINTAINS SEVERAL COMMITTEES AND COMMISSIONS THAT ARE CHARGED WITH DEVELOPMENT AND PROMULGATION OF PRACTICE STANDARDS. AOTA PUBLISHES THREE PRACTICE GUIDELINES, THE THREE GUIDELINES PUBLISHED IN FY19 WERE: OCCUPATIONAL THERAPY PRACTICE GUIDELINES FOR ADULTS LIVING WITH SERIOUS MENTAL ILLNESS AND OCCUPATIONAL THERAPY PRACTICE GUIDELINES FOR PRODUCTIVE AGING FOR COMMUNITY-DWELLING OLDER ADULTS. AOTA ALSO MAINTAINS AN ETHICS COMMISSION WHICH PROVIDES GUIDANCE IN THE CONDUCT OF PRACTICE AND ADJUDICATES COMPLAINTS AGAINST MEMBERS OF THE ASSOCIATION. AOTA FUNDS RESEARCH, ANALYSIS OF RESEARCH AND DISSEMINATES THAT INFORMATION TO MEMBERS AND THE PUBLIC AT LARGE. EFFORTS CONTINUED TO LINK RESEARCH, EVIDENCE, EDUCATIONAL AND PRACTICE. AOTA SUPPORTED THE SUMMER INSTITUTE FOR FUTURE SCIENTISTS IN OT WITH 29 STUDENTS PARTICIPATING. PUBLICATIONS: AOTA IS A SIGNIFICANT PUBLISHER OF MATERIALS RELATED TO THE PROFESSION. AOTA PRODUCES A SCHOLARLY JOURNAL, THE AMERICAN JOURNAL OF OCCUPATIONAL THERAPY ("AJOT") A PRACTICE MAGAZINE, OCCUPATION THERAPY PRACTICE ("OTP") A SERIES OF NEWSLETTERS FOR VARIOUS SUBSECTIONS OF THE PROFESSION AND A DATABASE OF ELECTRONIC LITERATURE THAT IS SEARCHABLE, OT SEARCH. AOTA PUBLISHES EDUCATION TEXTBOOKS THAT ARE PRIMARILY USED AT POST-SECONDARY EDUCATION INSTITUTIONS FOR THOSE STUDENTS STUDYING OT. DURING FY19, AOTA PUBLISHED 8 NEW TEXT BOOKS AND THREE PRACTICE GUIDELINES. LASTLY, AOTA PRODUCES INFORMATION THAT WOULD BE USED BY CONSUMERS OF OT SERVICES. ADVOCACY & AWARENESS: AOTA REPRESENTS THE PROFESSION OF OCCUPATIONAL THERAPY TO THE GENERAL PUBLIC, PAYERS FOR OT SERVICES AND POLICY MAKERS AT THE STATE AND NATIONAL LEVELS. AT THE FEDERAL LEVEL, AOTA REPRESENTS THE PROFESSION TO BOTH THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT. AOTA CAN PROVIDE RELEVANT RESEARCH OR NEEDED INFORMATION FOR GOVERNMENT POLICY MAKERS. FOR MEMBERS, AOTA MONITORS AND ANALYZES GOVERNMENTAL ACTIONS. THIS EMPOWERS MEMBERS TO ADDRESS THESE ACTIONS WITH REPRESENTATIVES OR WITH MEMBERS OF THE EXECUTIVE BRANCH. IN SEPTEMBER, AOTA ARRANGED FOR 536 OTS FROM 39 STATES TO COME TO CAPITOL HILL AND MEET WITH THEIR CONGRESSIONAL REPRESENTATIVES.AT THE STATE LEVEL, AOTA EFFORTS ARE FOCUSED ON PROTECTING THE PROFESSION, SUPPORTING THE FRAMEWORK OF STATE PRACTICE ACTS THAT FORM THE LEGAL BASIS FOR THE PRACTICE OF OT, PROMOTING THE USE OF AOTA'S PROFESSIONAL STANDARDS BY STATE REGULATORS AND ASSISTING STATE ASSOCIATIONS IN ENGAGING EFFECTIVELY ON CRITICAL POLICY ISSUES AT THE STATE LEVEL.AOTA WORKS WITH THERAPISTS, EMPLOYERS OF THERAPISTS AND PAYERS OF OT SERVICES, SUCH AS INSURANCE COMPANIES, TO ASSIST IN THE PROPER PAYMENT AND ALLOCATIONS OF SERVICES. ADDITIONAL, AOTA WORKS TO PROMOTE THE PROFESSION IN FOCUSED ADVERTISING AND BRANDING INITIATIVES. 0 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 266 0 1 84 1 1 1 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TRICIA HOPKINS 3016526611 6116 EXECUTIVE BOULEVARD NO 200 NORTH BETHESDA MD 20852 WENDY HILDENBRAND PRESIDENT 3.00 0.10 X X 0 0 0 DEBRA YOUNG FIRST VICE PRESIDENT 3.00 0.10 X X 0 0 0 MELISSA TILTON SECRETARY 3.00 0.10 X X 0 0 0 KAREN SAMES TREASURER 2.00 0.10 X X 0 0 0 PAUL ARTHUR DIRECTOR 2.00 0.00 X 0 0 0 DONNA COSTA DIRECTOR 2.00 0.00 X 0 0 0 LISA MAHAFFEY DIRECTOR 2.00 0.00 X 0 0 0 DAVID MERLO DIRECTOR 2.00 0.00 X 0 0 0 SHERI MONTGOMERY DIRECTOR 2.00 0.00 X 0 0 0 ALYSON STOVER DIRECTOR 2.00 0.00 X 0 0 0 DEBBIE HINES DIRECTOR 2.00 0.00 X 0 0 0 SHERRY KERAMIDAS EXECUTIVE DIRECTOR 35.00 10.00 X 500075 0 29357 NEIL HARIVISON CHIEF PROF AFFAIRS 35.00 0.00 X 257505 0 29723 CHRISTOPHER BLUHM COO (THRU 9/19) 35.00 0.00 X 336953 0 23566 CHUCK PATRIDGE CHIEF FINANCIAL AFFAIRS 35.00 0.00 X 263936 0 24613 CHRISTINA MELTZER CHIEF PUBLIC AFFAIRS (THRU 9/19) 35.00 0.00 X 222802 0 7559 CHARLES WILMORTH VP, HEALTH POLICY AND STATE AFFAIRS 35.00 0.00 X 159080 0 5558 SABRINA SALVANT VP, EDUCATION AND PROFESSIONAL DEVELOPMENT 35.00 0.00 X 165832 0 5101 HEATHER PARSONS VP, FEDERAL AFFAIRS 35.00 0.00 X 164080 0 5558 JASPER CASPER DIRECTOR, BUSINESS DEVELOPMENT 35.00 0.00 X 190983 0 28412 CHRISTINA DAVIS VP, AOTA PRESS 35.00 0.00 X 160980 0 15986 2422226 0 175433 35 0 1 0 OUTSOURCE PARTNERS INTERNATIONAL 280 PARK AVE 38TH FLOOER NEW YORK NY 10017 OUTSOURCED ACCOUNTING 647136 J & S AUDIO VISUAL COMPANY PO BOX 67110 DALLAS TX 75267 AUDIO VISUAL 638424 DARTMOUTH PRINTING PO BOX 419817 BOSTON MA 02241 PRINTING 406993 MARRIOTT BUSINESS SERVICES PO BOX 744613 ATLANTA GA 30384 MEETING EXPENSE 317837 AGS PRINTING AND MARKETING PO BOX 538602 ATLANTA GA 30353 PRINTING 287436 15 171784 171784 MEMBERSHIP DUES 900099 8801251 8801251 ACCREDITATION 541900 2078034 2078034 CONFERENCES 900099 1361495 1361495 CONTINUING EDUCATION 611710 777122 777122 ADVERTISING 541800 535839 535839 227092 227092 13780833 415554 415554 411439 411439 214040 138042 75998 75998 75998 7939569 21684571 8185038 8268788 -245469 13415783 13170314 13170314 2410360 600034 1810326 1810326 MISCELLANEOUS INCOME 900099 274779 274779 APPROVED PROVIDER FEE 900099 165170 165170 MAIL LIST RENTAL 900099 83738 83738 53485 3820 49665 577172 30413420 13693825 539659 16008152 X 177170 1704071 7358857 203770 555441 628706 262568 45045 70322 3289278 154214 1314871 972902 152701 969696 597576 15987 1083772 153844 INCOME TAXES -19660 BAD DEBT 119837 TEMPORARY HELP 99888 DUES & SUBSCRIPTIONS 45775 -1000347 18956284 2825668 710001 1542457 1326980 1756361 1623441 773693 912096 4202670 1023861 9478055 3178809 1277187 20403815 1115904 286293 548556 17939714 29819602 2510493 1603141 5236803 4028004 91895 2543549 7839191 8174694 X 9814230 21349853 286293 295055 10100523 21644908 17939714 29819602 11457136 87249 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED AMERICAN OCCUPATIONAL THERAPY ASSN PAC (AOTPAC) 6116 EXECUTIVE BOULEVARD SUITE 200 NORTH BETHESDA MD 20852 521246789 136937 0 0 1 8801251 3322215 -79423 3242792 3547684 -304892 PART I-A, LINE 1: AOTA SUPPORTS A CONNECTED FEDERAL POLITICAL ACTION COMMITTEE, AOTPAC. ALL POLITICAL ACTIVITY IS CONDUCTED THROUGH THE PAC. 286293 11385 2623 295055 274430 11863 286293 272352 12182 7560 2604 274430 264323 19027 7500 3498 272352 269468 5451 7500 3096 264323 0.24440 0.75560 0 0 2222042 75329 2146713 1980628 948532 1032096 3178809 TENANT SECURITY DEPOSITS 3702 DEFERRED COMPENSATION 225482 DEFERRED LEASE LIABILITY 2314365 2543549 31168423 87249 738076 825325 30343098 70322 70322 30413420 19624038 738076 738076 18885962 70322 70322 18956284 PART V, LINE 4: THE BOARD OF DIRECTORS OF THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS WITH A GOAL TO PRESERVE THE PRINCIPAL WHILE GENERATING INVESTMENT INCOME FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 600,034. DIRECT RENTAL EXPENSES 138,042. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES 138,042. COST OF SALES 600,034. 1 AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC 4720 MONTGOMERY LANE BETHESDA MD 20814 131689382 501(C)(3) 176025 TO SUPPORT RESEARCH IN OCCUPATIONAL THERAPY AND RAISE AWARENESS. 1 0 PART I, LINE 2: EACH GRANT OR ADDITIONAL AWARD IS ASSIGNED A GRANTS OFFICER. IT IS THE GRANTS OFFICER'S RESPONSIBILITY TO COMPLY WITH THE TERMS AND CONDITIONS OF THE GRANT. INSIDE THE ACCOUNTING SYSTEM, A GRANT CODE IS USED TO AGGREGATE THE COSTS THAT ARE CHARGED TO A GRANT. THOSE FINANCIAL REPORTS ARE SENT TO THE GRANTS OFFICER EACH MONTH. WHEN THE BILLING IS UNDERTAKEN THAT PACKAGE IS REVIEWED BY BOTH THE GRANTS OFFICER AND ACCOUNTING. A COMPLETE PACKAGE CONSISTING OF THE FINANCIAL REPORT AND SUPPORTING DOCUMENTATION ARE THEN SUBMITTED FOR PAYMENT. X X X X 1 0 0 SHERRY KERAMIDAS EXECUTIVE DIRECTOR 423885 0 72000 0 4190 0 27400 0 3589 0 531064 0 0 0 NEIL HARIVISON CHIEF PROF AFFAIRS 203607 0 52046 0 1852 0 7904 0 24469 0 289878 0 0 0 CHRISTOPHER BLUHM COO (THRU 9/19) 210919 0 75194 0 50840 0 8160 0 15929 0 361042 0 0 0 CHUCK PATRIDGE CHIEF FINANCIAL AFFAIRS 200557 0 60019 0 3360 0 8042 0 19748 0 291726 0 0 0 CHRISTINA MELTZER CHIEF PUBLIC AFFAIRS (THRU 9/19) 169489 0 48529 0 4784 0 6623 0 936 0 230361 0 0 0 CHARLES WILMORTH VP, HEALTH POLICY AND STATE AFFAIRS 153597 0 5000 0 483 0 4926 0 6264 0 170270 0 0 0 SABRINA SALVANT VP, EDUCATION AND PROFESSIONAL DEVEL 164037 0 1000 0 795 0 5101 0 26192 0 197125 0 0 0 HEATHER PARSONS VP, FEDERAL AFFAIRS 158597 0 5000 0 483 0 4926 0 1264 0 170270 0 0 0 JASPER CASPER DIRECTOR, BUSINESS DEVELOPMENT 188192 0 1625 0 1166 0 5960 0 25684 0 222627 0 0 0 CHRISTINA DAVIS VP, AOTA PRESS 125692 0 5000 0 30288 0 3733 0 12253 0 176966 0 0 0 PART I, LINE 4A CHRISTOPHER BLUHM RECEIVED A SEVERANCE PAYMENT OF $48,965. CHRISTINA DAVIS RECEIVED A SEVERANCE PAYMENT OF $29,711. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 5 CLASSES OF MEMBERSHIP: -- OCCUPATIONAL THERAPIST (OT): ANY INDIVIDUAL INITIALLY CERTIFIED TO PRACTICE AS AN OT OR LICENSED OR REGULATED BY A STATE, COMMONWEALTH, DISTRICT, OR TERRITORY OF THE UNITED STATES TO PRACTICE AS AN OCCUPATIONAL THERAPIST AND WHO HAS NOT HAD THAT CERTIFICATION, LICENSE, OR REGULATION REVOKED DUE TO DISCIPLINARY ACTION SHALL BE ELIGIBLE TO BE AN OCCUPATIONAL THERAPIST MEMBER. -- OCCUPATIONAL THERAPY ASSISTANT (OTA): ANY INDIVIDUAL INITIALLY CERTIFIED TO PRACTICE AS AN OTA OR LICENSED OR REGULATED BY A STATE, COMMONWEALTH, DISTRICT, OR TERRITORY OF THE UNITED STATES TO PRACTICE AS AN OCCUPATIONAL THERAPY ASSISTANT AND WHO HAS NOT HAD THAT CERTIFICATION, LICENSE, OR REGULATION REVOKED DUE TO DISCIPLINARY ACTION SHALL BE ELIGIBLE TO BE AN OCCUPATIONAL THERC. OCCUPATIONAL THERAPY STUDENT (OTS): ANY INDIVIDUAL ENROLLED IN AN OCCUPATIONAL THERAPY EDUCATIONAL PROGRAM THAT IS ACCREDITED, OR PENDING ACCREDITATION BY THE ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION (ACOTE(R)) AND THAT IS LOCATED IN THE UNITED STATES, OR IN A STATE, COMMONWEALTH, DISTRICT, OR TERRITORY OF THE UNITED STATES, SHALL BE ELIGIBLE TO BE A STUDENT MEMBER. -- ORGANIZATIONAL: AN ORGANIZATION, INSTITUTION, OR AGENCY INTERESTED IN OCCUPATIONAL THERAPY MAY BE AN ORGANIZATIONAL MEMBER. -- ASSOCIATE: AN INDIVIDUAL INTERESTED IN OCCUPATIONAL THERAPY WHO DOES NOT SATISFY THE REQUIREMENTS OF SUBSECTIONS A, B, C, OR D OF THIS SECTION MAY BE AN ASSOCIATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP OF THE ORGANIZATION ELECTS THE BOARD OF DIRECTORS, WITH THE EXCEPTION OF THE SPEAKER OF THE RA, WHO IS ALLOTTED A BOARD SEAT BY VIRTUE OF THEIR POSITION AND ALL EX-OFFICIO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS POSTED ON A BOARD PORTAL PRIOR TO FILING FOR THE BOARD MEMBERS TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CURRENT POLICY DEFINES A CONFLICT OF INTEREST AND IMPOSES ON ANY MEMBER OF THE BOARD OR OTHER ORGANIZATION COMMITTEE TO DECLARE ANY PERCEIVED ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE POLICY IMPOSES ON THE ASSOCIATION THE BURDEN TO DETERMINE IF A CONFLICT EXISTS. THE ENFORCEMENT PROCESS IS AUGMENTED BY THE REQUIREMENT THAT ALL PERSONS WHO SERVE THE ASSOCIATION SIGN A CONSENT TO SERVE STATEMENT REQUIRING SUCH PERSON TO AGREE TO FAITHFULLY CARRY OUT THEIR DUTIES IN ACCORDANCE WITH ASSOCIATION GOVERNANCE DOCUMENTS. THE COMPLETED CONSENT TO SERVE STATEMENTS ARE MAINTAINED BY THE ASSOCIATION AND ARE AVAILABLE TO ENFORCE ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY. THE POLICY IS ALSO ENFORCED BY OUTSIDE LEGAL COUNSEL EXPLAINING THE POLICY, IN DETAIL, AND ANSWERING ANY QUESTIONS RELATED THERETO AS PART OF THE NEW BOARD MEMBER ORIENTATION PROCESS. AOTA'S BYLAWS PROVIDE FOR CENSURE AND REMOVAL OF ELECTED OFFICIALS. THE SECTION OF THE BYLAWS DEFINING ACTS THAT MAY CONSTITUTE GROUNDS FOR REMOVAL IDENTIFIES FAILURE TO DECLARE A MATERIAL CONFLICT OF INTEREST AS GROUNDS FOR REMOVING A ELECTED OR APPOINTED VOLUNTEER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES ARE LINKED TO PERFORMANCE GOALS ESTABLISHED ANNUALLY. TYPICALLY, THE EXECUTIVE DIRECTOR RECEIVES AND 360 DEGREE PERFORMANCE APPRAISAL EVERY YEAR (INCLUDING THE BOARD AND OTHER KEY STAFF MEMBERS). THE SECRETARY OF THE BOARD OF DIRECTORS KEEPS CONFIDENTIAL MINUTES OF THE DELIBERATIONS OF THE BOARD CONCERNING THE EXECUTIVE DIRECTOR. KEY EMPLOYEES' COMPENSATION IS DETERMINED BASED ON COMPARABLE SURVEY DATA AND THE INTERNAL GRADE SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEB SITE. FORM 990, PART IX, LINE 11G CONSULTING 3,289,278. PART IX - ADDITIONAL INFORMATION AOTF LEASES OFFICE SPACE FROM AOTA. A PORTION OF ADMINISTRATIVE SERVICES AND THE OFFICE SPACE ARE PROVIDED BELOW THEIR FAIR MARKET VALUE. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. FORM 990, PART I, LINE 1 PUBLICATIONS: PRODUCTION OF THE AMERICAN JOURNAL OF OCCUPATIONAL THERAPY, A SCHOLARLY JOURNAL, OT PRACTICE MAGAZINE FOR PRACTITIONERS, QUARTERLY NEWSLETTERS FOR SEVEN DIFFERENT PRACTICE SECTIONS AND INDIVIDUAL PUBLICATIONS SUCH AS TEXT BOOKS AND CONSUMER GUIDES. EDUCATION & TRAINING: ESTABLISH CRITERIA AND CERTIFY THE ACCREDITATION OF OCCUPATIONAL THERAPY EDUCATIONAL PROGRAMS AT COLLEGES AND UNIVERSITIES AND RELATED CURRICULA; PRODUCTION AND DISTRIBUTION OF CONTINUING EDUCATION, PROFESSIONAL DEVELOPMENT PRODUCTS, A STUDENT CONCLAVE FOR COLLEGE LEVEL OCCUPATIONAL THERAPISTS AND ANNUAL CONFERENCE AND EXPOSITION. PROFESSIONAL PRACTICE: ESTABLISHMENT OF STANDARDS OF PRACTICE IN THE FIELD OF OCCUPATIONAL THERAPY; MAINTENANCE OF NINE SPECIAL INTEREST SECTIONS WITHIN THE PROFESSION. PROVIDE ETHICAL GUIDANCE FOR THE PROFESSION AND MAINTAIN AN ETHICS COMMISSION TO ADJUDICATE COMPLAINTS AGAINST MEMBERS FOR THE PROFESSION. REPRESENT THE UNITED STATES INTERNATIONALLY THROUGH THE WORLD FEDERATION OF OCCUPATIONAL THERAPISTS. SUPPORT ON AN AS-NEEDED BASIS VARIOUS AD HOC GROUPS THAT DEAL WITH MATTERS CONCERNING THE PROFESSION AS THEY ARISE. ADVOCACY & AWARENESS THE ASSOCIATION REPRESENTS MEMBERS TO BOTH THE EXECUTIVE AND LEGISLATIVE BRANCHES AT THE FEDERAL AND STATE LEVELS. MEMBERS ARE ABLE TO CONSULT WITH EXPERTS IN HEALTHCARE REIMBURSEMENTS TO ASSURE ACCESS TO AND PAYMENT FOR OT SERVICES. FINALLY, AOTA ADVOCATES FOR THE CONSUMERS OF OT SERVICES AND STRIVES TO INCREASE THE KNOWLEDGE OF THE VARIOUS PUBLICS ABOUT THE BENEFITS AND EFFICACY OF THE OCCUPATIONAL THERAPY. MEMBERSHIP: MAINTENANCE OF THE ASSOCIATION'S MEMBER RECORDS, PROCESSING OF ANNUAL MEMBERSHIP APPLICATIONS OF OCCUPATIONAL THERAPISTS, PRACTITIONERS, AND DEVELOPMENT OF MEMBER BENEFITS. AOTA HAD 65,200 MEMBERS AT THE END OF FY20. THE FUND TO PROMOTE AWARENESS OF OCCUPATIONAL THERAPY 6116 EXECUTIVE BOULEVARD SUITE 200 NORTH BETHESDA MD 20852 300086836 RAISING AWARENESS OF OCCUPATIONAL THERAPY DC 501(C)(3) LINE 7 1 AMERICAN OCCUPATIONAL THERAPY ASSC POLITICAL ACTION COMMITTEE 6116 EXECUTIVE BOULEVARD SUITE 200 NORTH BETHESDA MD 20852 521246789 POLITICAL ACTION COMMITTEE MD 527 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 AOTA PAC R 136937 CASH