Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
CName of organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Doing business as
AOTA
 
Number and street (or P.O. box if mail is not delivered to street address)
4720 MONTGOMERY LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208145320
D Employer identification number

13-1526422
E Telephone number

G Gross receipts $ 21,451,172
F Name and address of principal officer:
FREDERICK P SOMERS
4720 MONTGOMERY LANE
BETHESDA,MD208145320
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.AOTA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1917
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: AOTA SUPPORTS OCCUPATIONAL THERAPY THROUGH PUBLICATIONS, EDUCATION, PROFESSIONAL PRACTICES, ADVOCACY AND AWARENESS, AND MEMBERSHIP.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 88
6 Total number of volunteers (estimate if necessary) ............. 6 600
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 963,133
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 98,557
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 77,188 155,466
9 Program service revenue (Part VIII, line 2g) ......... 14,864,272 15,718,256
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 204,720 93,397
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,860,105 1,965,789
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 17,006,285 17,932,908
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 195,700 259,010
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,033,752 8,776,829
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 7,894,332 8,547,619
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,123,784 17,583,458
19 Revenue less expenses. Subtract line 18 from line 12....... 882,501 349,450
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 21,115,640 24,268,814
21 Total liabilities (Part X, line 26)............. 16,300,597 19,091,030
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,815,043 5,177,784
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION ADVANCES THE QUALITY, AVAILABILITY, USE, AND SUPPORT OF OCCUPATIONAL THERAPY THROUGH STANDARD-SETTING, ADVOCACY, EDUCATION, AND RESEARCH ON BEHALF OF ITS MEMBERS AND THE PUBLIC.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
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 OVER 7,900 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 1,000 EDUCATIONAL SESSIONS ARE OFFERED. ADDITIONALLY, THE CONFERENCE EXPOSITION HALL DISPLAYS THE LATEST IN TECHNOLOGY, JOB OFFERINGS, PRODUCTS AND EDUCATIONAL OPPORTUNITIES TO ATTENDEES. AOTA ALSO PUTS ON SPECIALTY CONFERENCES TO IMPROVE SKILLS IN SPECIFIC AREAS. DURING THE YEAR THE THREE SPECIALTY CONFERENCES WERE ON EFFECTIVE DOCUMENTATION, PRODUCTIVE AGING, AND ADULTS WITH STROKES. THESE EVENTS WERE ATTENDED BY 599 THERAPISTS. IN THE OTHER AREAS PROFESSIONAL DEVELOPMENT AND LICENSURE SUPPORT, AOTA OFFERS ON LINE EDUCATIONAL COURSES. AOTA PROVIDES ADDITIONAL BOARD AND SPECIALTY CERTIFICATION IN SEVERAL AREAS OF THE PROFESSION WITH TWENTY-THREE CERTIFICATIONS BEING EARNED DURING THE YEAR BRINGING THE TOTAL NUMBER OF CERTIFICATES TO 277. IN FY15, THE FOURTH COHORT EMERGING LEADERS PROGRAM WAS HELD OVER TWO DAYS. TO-DATE THERE HAVE BEEN 193 PARTICIPANTS IN THE PROGRAM. RELATED TO THIS AREA, A PROGRAM FOR MIDDLE MANAGERS WAS OFFERED WITH NINETY PARTICIPANTS. IN TERMS OF FIELD WORK EDUCATORS, THIRTY-THREE CERTIFICATION PROGRAMS WERE CONDUCTED DURING THE YEAR WITH 784 PRACTITIONERS BEING AWARDED CERTIFICATES. MORE THAN 500 PRACTITIONERS HAVE COMPLETED THE CERTIFICATION PROGRAM.SECOND, AOTA, THROUGH ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION, ("ACOTE") ACCREDITS 381 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. A TOTAL OF 381 SCHOOLS AND LOCATIONS ARE ACCREDITED. SCHOOLS ARE VISITED DURING THE REVIEW PROCESS; IN FY15 THERE WERE 57 ACCREDITATION ON-SITE EVALUATIONS AND TWELVE INITIAL ACCREDITATION VISITS. THE COUNCIL ON HIGHER EDUCATION ACCREDITATION ("CHEA") GRANTED ACOTE RERECOGNITION FOR A FIVE YEAR PERIOD. ACOTE IS THE ONLY SPECIALIZED ACCREDITOR TO HAVE BEEN GRANTED BY BOTH USDE AND CHEA. 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. FOUR SCHOOLS HAVE BEEN RECOGNIZED DURING THE YEAR - CINCINNATI CHILDREN'S HOSPITAL (PEDIATRICS), UNIVERSITY OF CHICAGO MEDICAL CENTER (ACUTE CARE) AND CEDAR SINAI MEDICAL CENTER (ACUTE INPATIENT REHABILITATION). THERE ARE TWENTY PROGRAMS IN THE APPLICATION PROCESS. AOT A HOSTED A TWO DAY MEETING OF MORE THAN 400 ACADEMIC OCCUPATIONAL THERAPY LEADERS WHICH FOCUSED ON ENTRY-LEVEL DEGREE REQUIREMENTS FOR OT'S AND OTA'S.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 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. IN FY15, AOTA PLEDGED $250,000 FOR INTERVENTION RESEARCH GRANTS. OUR EVIDENCE EXCHANGE, A CENTRAL REPOSITORY FOR EVIDENCED-BASED LITERATURE, HAD 106 CRITICALLY APPRAISED TOPICS (CATS) POSTED. THESE CATS ARE REVIEWED BY 46 REVIEWERS. EFFORTS CONTINUED TO LINK RESEARCH, EVIDENCE, EDUCATIONAL AND PRACTICE.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
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 FY15, AOTA PUBLISHED 8 NEW TEXT BOOKS, ONE NEW ASSESSMENT AND TWO PRACTICE GUIDELINES. LASTLY, AOTA PRODUCES INFORMATION THAT WOULD BE USED BY CONSUMERS OF OT SERVICES.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
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 TO ADDRESS THESE ACTIONS WITH REPRESENTATIVES OR WITH MEMBERS OF THE EXECUTIVE BRANCH. IN SEPTEMBER, AOTA ARRANGED FOR 540 OTS 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 FOR 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.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
 
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
229
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
88
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletUK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCHARLES M PARTRIDGE
4720 MONTGOMERY LANE
BETHESDA,MD208145320 (301) 652-6611
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) VIRGINIA STOFFEL PHD OT BCMH FAOTA........................................................................
PRESIDENT
 10.00
.......................0.10 		X   X       0 0 0
(2) AMY J LAMB PHD OTD OTRL FAOTA........................................................................
VICE PRESIDENT
 3.00
.......................0.10 		X   X       0 0 0
(3) BRENT BRAVEMAN PHD OTRL FAOTA........................................................................
SECRETARY
 3.00
.......................0.10 		X   X       0 0 0
(4) PATRICK J BLOOM MA OTRL FAOTA........................................................................
TREASURER
 2.00
.......................0.10 		X   X       0 0 0
(5) SHAWN PHIPPS PHD MS OTRL FAOTA........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(6) KIMBERLY HARTMANN PHD OTRL FAOTA........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(7) WENDY HILDENBRAND MPH OTRL FAOTA........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(8) PAMELA TOTO PHS OTRL BCG FAOTA........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(9) MOLLIE M VERDIER COTAL........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(10) TIMOTHY J WOLF OTD MSCI OTRL........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(11) MARY FRANCES BAXTER PHD OT FAOTA........................................................................
DIRECTOR
 2.00
.......................0.00 		X           0 0 0
(12) FREDERICK P SOMERS........................................................................
EXECUTIVE DIRECTOR
 35.00
.......................0.10 		    X       435,287 0 62,148
(13) MAUREEN PETERSON........................................................................
CHIEF FINANCIAL OFFICER
 35.00
.......................0.00 		    X       206,455 0 9,335
(14) CHRIS BLUHM........................................................................
CHIEF OPERATING OFFICER
 35.00
.......................0.00 		      X     254,490 0 13,158
(15) NEIL HARVISON........................................................................
CHIEF SCIENTIFIC & ACADEMIC AFFAIRS OFFICER
 35.00
.......................0.00 		      X     191,985 0 29,180
(16) CHRIS METZLER........................................................................
CHIEF PUBLIC AFFAIRS OFFICER
 35.00
.......................0.00 		      X     200,540 0 14,542
(17) CHUCK PARTRIDGE........................................................................
CHIEF PROFESSIONAL AFFAIRS OFFICER
 35.00
.......................0.00 		      X     206,692 0 13,208
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JUAN SANCHEZ........................................................................
DIRECTOR OF IT
 35.00
.......................0.00 		        X   170,214 0 11,110
(19) JEFFREY CASPER........................................................................
DIRECTOR OF SALES
 35.00
.......................0.00 		        X   144,686 0 20,757
(20) TAMMY PRESTON........................................................................
DIRECTOR OF MEMBERSHIP
 35.00
.......................0.00 		        X   129,458 0 21,042
(21) ROCCO FALVELLO........................................................................
NETWORK OPS & SECURITY MANAGER
 35.00
.......................0.00 		        X   127,442 0 10,382
(22) CHARLES WILLMARTH........................................................................
DIRECTOR OF HEALTH POLICY & STATE AFFAIRS
 35.00
.......................0.00 		        X   127,206 0 20,980
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,194,455 0 225,842
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet20
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
OUTSOURCE PARTNERS INTERNATIONAL

100 WAUGH DRIVE
HOUSTON,TX77007 		FINANCE & ACCOUNTING OUTSOURCING 480,615
DARTMOUTH PRINTING COMPANY

69 LYME ROAD
HANOVER,NH03755 		PRINTING 452,288
AGS PRINTING & MARKETING COMMUNICATIONS

4590 GRAPHICS DRIVE
WHITE PLAINS,MD20695 		PRINTING & MARKETING 291,541
BAV SERVICES INC

10 SONWIL DRIVE
BUFFALO,NY14225 		MEETINGS PRODUCTION 279,279
PBD WORLDWIDE FULFILLMENT SERVICES

1650 BLUEGRASS LAKES PARKWAY
ALPHARETTA,GA30004 		ORDER FULFILLMENT 203,383
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet17
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		155,466
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 155,466
Program Service RevenueAmt Business Code
2a MEMBERSHIP DUES 900099 7,605,112 7,605,112    
b CONFERENCES 900099 4,003,250     4,003,250
c ACCREDITATION 541900 1,542,782 1,542,782    
d CONTINUING EDUCATION 611710 1,127,715 1,127,715    
e ADVERTISING 541800 951,676   951,676  
f All other program service revenue . 487,721 487,721    
g Total. Add lines 2a–2f........MediumBullet 15,718,256
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 98,661     98,661
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 384,352     384,352
(i) Real (ii) Personal
6a Gross rents 1,647,653  
b Less: rental expenses 2,164,672  
c Rental income or (loss) -517,019  
d Net rental income or (loss).......MediumBullet -517,019   -123 -516,896
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 260,516  
b Less: cost or other basis and sales expenses 265,780  
c Gain or (loss) -5,264  
d Net gain or (loss)..........MediumBullet -5,264     -5,264
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 2,708,964
b Less: cost of goods sold ..b 1,087,812
c Net income or (loss) from sales of inventory..MediumBullet 1,621,152 1,621,152    
Miscellaneous Revenue Business Code
11a APPROVED PROVIDER FEE 900099 186,185     186,185
b MAIL LIST RENTAL 900099 141,737     141,737
c SHIPPING CHARGES 900099 88,637     88,637
d All other revenue .... 60,745   11,580 49,165
e Total. Add lines 11a–11d ...... MediumBullet 477,304
12 Total revenue. See Instructions......MediumBullet 17,932,908 12,384,482 963,133 4,429,827
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 251,510  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 7,500  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 1,654,010      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 5,929,805      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 288,412      
9 Other employee benefits ....... 407,868      
10 Payroll taxes ........... 496,734      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 156,486      
c Accounting ........... 39,715      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 30,878      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 3,299,916      
12 Advertising and promotion .... 399,510      
13 Office expenses ....... 1,994,422      
14 Information technology ...... 542,523      
15 Royalties .. 191,325      
16 Occupancy ........... 1,357,917      
17 Travel ............ 815,201      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 23,595      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 1,179,453      
23 Insurance .............. 178,575      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a INCOME TAXES 42,166      
b BAD DEBT 111,572      
c DUES & SUBSCRIPTIONS 88,034      
d TEMPORARY HELP 78,860      
e All other expenses -1,982,529      
25 Total functional expenses. Add lines 1 through 24e 17,583,458      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 487 1 0
2 Savings and temporary cash investments ......... 2,539,155 2 3,835,232
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 1,163,582 4 1,479,263
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 1,938,034 8 2,142,788
9 Prepaid expenses and deferred charges .......... 660,320 9 538,876
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 21,176,514
b Less: accumulated depreciation ..... 10b 9,346,269 10,646,278 10c 11,830,245
11 Investments—publicly traded securities .......... 3,891,485 11 4,000,375
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14 172,567
15 Other assets. See Part IV, line 11 ........... 276,299 15 269,468
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 21,115,640 16 24,268,814
Liabilities 17 Accounts payable and accrued expenses ......... 1,776,210 17 2,136,124
18 Grants payable .................   18  
19 Deferred revenue ................ 4,324,065 19 4,495,378
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 10,076,063 23 12,339,453
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 124,259 25 120,075
26 Total liabilities. Add lines 17 through 25......... 16,300,597 26 19,091,030
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,538,744 27 4,908,316
28 Temporarily restricted net assets ........... 204,201 28 197,370
29 Permanently restricted net assets ........... 72,098 29 72,098
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 4,815,043 33 5,177,784
34 Total liabilities and net assets/fund balances ........ 21,115,640 34 24,268,814
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
17,932,908
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
17,583,458
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
349,450
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
4,815,043
5
Net unrealized gains (losses) on investments ...............
5
14,559
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-1,268
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,177,784
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number

13-1526422
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC 		Employer identification number

13-1526422
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC 		Employer identification number

13-1526422
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC 		Employer identification number

13-1526422
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number

13-1526422
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
(1) AMERICAN OCCUPATIONAL THERAPY ASSN PAC (AOTPAC)
  		4720 MONTGOMERY LANE
BETHESDA,MD20814 		52-1246789 0 144,253










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
Yes
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
7,605,112
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
1,891,088
b
Carryover from last year ....................................
2b
1,359,333
c
Total ............................................
2c
3,250,421
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
2,281,534
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
968,887
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART I-A, LINE 1: AOTA SUPPORTS A CONNECTED FEDERAL POLITICAL ACTION COMMITTEE, AOTPAC. ALL POLITICAL ACTIVITY IS CONDUCTED THROUGH THE PAC.
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number

13-1526422
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 276,299 258,983 267,876 291,420 270,525
b Contributions ........   1,000      
c Net investment earnings, gains, and losses 3,856 31,314 17,785 1,992 47,470
d Grants or scholarships ..... 7,500 10,000 15,000 15,000 15,000
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses .... 3,187 4,998 11,678 10,536 11,575
g End of year balance ...... 269,468 276,299 258,983 267,876 291,420
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet26.800 %
c
Temporarily restricted endowment SchDMd Bullet73.200 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   1,310,175 1,310,175
b Buildings ................   16,748,914 7,681,196 9,067,718
c Leasehold improvements ............        
d Equipment ................   3,117,425 1,665,073 1,452,352
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 11,830,245
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
TENANT SECURITY DEPOSITS 120,075








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 120,075
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 21,167,805
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 14,559
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 3,251,216
e Add lines 2a through 2d ..................... 2e 3,265,775
3 Subtract line 2e from line 1..................... 3 17,902,030
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 30,878
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 30,878
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 17,932,908
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 20,805,064
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 3,252,484
e Add lines 2a through 2d...................... 2e 3,252,484
3 Subtract line 2e from line 1..................... 3 17,552,580
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 30,878
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 30,878
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 17,583,458
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 1,087,812. DIRECT RENTAL EXPENSES 2,164,672. UNREALIZED GAIN ON CURRENCY CONVERSION -1,268.
PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES 2,164,672. COST OF SALES 1,087,812.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number
13-1526422
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC
PO BOX 31220
BETHESDA,MD20824 		13-1689382 501(C)(3) 250,000       TO SUPPORT RESEARCH IN OCCUPATIONAL THERAPY AND RAISE AWARENESS.






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) E.K. WISE SCHOLARSHIPS TO BUILD A DIVERSE OCCUPATIONAL THERAPY WORKFORCE 3 7,500      
(2)           FLOWERS AND OTHER SMALL GIFTS, MEMBERSHIP IN VARIOUS COLLATIONS










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number

13-1526422
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1FREDERICK P SOMERSEXECUTIVE DIRECTOR (i)
(ii)		 369,744
...............................
0 		44,342
...............................
0 		21,201
...............................
0 		22,800
...............................
0 		46,046
...............................
0 		504,133
...............................
0 		0
...............................
0
2MAUREEN PETERSONCHIEF FINANCIAL OFFICER (i)
(ii)		 185,864
...............................
0 		18,035
...............................
0 		2,556
...............................
0 		6,221
...............................
0 		5,136
...............................
0 		217,812
...............................
0 		0
...............................
0
3CHRIS BLUHMCHIEF OPERATING OFFICER (i)
(ii)		 230,889
...............................
0 		22,475
...............................
0 		1,126
...............................
0 		13,158
...............................
0 		2,281
...............................
0 		269,929
...............................
0 		0
...............................
0
4NEIL HARVISONCHIEF SCIENTIFIC & ACADEMIC AFFAIRS (i)
(ii)		 174,154
...............................
0 		17,000
...............................
0 		831
...............................
0 		5,845
...............................
0 		24,523
...............................
0 		222,353
...............................
0 		0
...............................
0
5CHRIS METZLERCHIEF PUBLIC AFFAIRS OFFICER (i)
(ii)		 195,287
...............................
0 		0
...............................
0 		5,253
...............................
0 		5,991
...............................
0 		10,645
...............................
0 		217,176
...............................
0 		0
...............................
0
6CHUCK PARTRIDGECHIEF PROFESSIONAL AFFAIRS OFFICER (i)
(ii)		 186,101
...............................
0 		18,035
...............................
0 		2,556
...............................
0 		10,708
...............................
0 		5,207
...............................
0 		222,607
...............................
0 		0
...............................
0
7JUAN SANCHEZDIRECTOR OF IT (i)
(ii)		 167,705
...............................
0 		2,200
...............................
0 		309
...............................
0 		5,172
...............................
0 		7,775
...............................
0 		183,161
...............................
0 		0
...............................
0
8JEFFREY CASPERDIRECTOR OF SALES (i)
(ii)		 143,180
...............................
0 		1,000
...............................
0 		506
...............................
0 		4,642
...............................
0 		17,724
...............................
0 		167,052
...............................
0 		0
...............................
0
9TAMMY PRESTONDIRECTOR OF MEMBERSHIP (i)
(ii)		 127,755
...............................
0 		1,100
...............................
0 		603
...............................
0 		4,115
...............................
0 		18,540
...............................
0 		152,113
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number

13-1526422
Return Reference Explanation
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.APY ASSISTANT 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 11 THE COMPLETED FORM 990 IS POSTED ON SHAREPOINT 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. THE EXECUTIVE DIRECTOR RECEIVES A 360 DEGREE PERFORMANCE APPRAISAL EVERY YEAR (INCLUDES THE BOARD OF DIRECTORS, FACILITATING TEAM, MANAGEMENT TEAM, AND OTHER KEY STAFF). AT THE OCTOBER AOTA BOARD OF DIRECTORS MEETING, THE BOARD WILL REVIEW 1) THE EXECUTIVE DIRECTOR'S PERFORMANCE APPRAISAL, AND 2) SALARY DATA BASED ON COMPARABLE ORGANIZATION EXECUTIVE DIRECTOR SALARIES DATA FROM VARIOUS SURVEYS, PLUS A RECOMMENDATION PROVIDED BY AN INDEPENDENT CONSULTANT. THE EXECUTIVE DIRECTOR INCREASE, IF ANY, IS BASED ON MERIT AND MARKET ADJUSTMENT, AND WILL BE WITHIN THE MARKET RATE FOR EXECUTIVE DIRECTORS IN COMPARABLE ORGANIZATIONS. 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 AN 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 3,299,916.
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 XI, LINE 9: UNREALIZED GAIN ON CURRENCY CONVERSION -1,268.
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 SEVEN 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 HAS 53,686 MEMBERS AT THE END OF FY15.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE AMERICAN OCCUPATIONAL THERAPY
ASSOCIATION INC
Employer identification number

13-1526422
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) THE FUND TO PROMOTE AWARENESS OF OCCUPATIONAL THERAPY
4720 MONTGOMERY LANE

BETHESDA,MD20814
30-0086836 		RAISING AWARENESS OF OCCUPATIONAL THERAPY DC 501(C)(3) LINE 7  
Yes
 
(2) AMERICAN OCCUPATIONAL THERAPY ASSC POLITICAL ACTION COMMITTEE
4720 MONTGOMERY LANE

BETHESDA,MD20814
52-1246789 		POLITICAL ACTION COMMITTEE MD 527    
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) AOTA PAC

 R 144,253 CASH





Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


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