2024-11-15T14:56:36-06:00 2023-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-01-01 486107868 AMERICAN MUSIC THERAPY ASSOCIATION AMER 3015893300 8705 COLESVILLE ROAD B290 SILVER SPRING MD 20910 LESLIE HENRY TREASURER 3015893300 2024-11-15 1 0 PAMELA GRAY P01237506 4105840060 2023 2024-10-15 13:58:12Z X LESLIE HENRY 8705 COLESVILLE ROAD B290 SILVER SPRING MD 20910 840525 0 X WWW.MUSICTHERAPY.ORG X 1955 MI SEE PART III LINE 1. 9 9 2 325 0 0 129803 72752 865199 747064 33293 15444 13543 5265 1041838 840525 21810 18284 0 0 686711 230996 0 0 778 760597 472960 1469118 722240 -427280 118285 543291 527730 569208 400833 -25917 126897 TO ADVANCE PUBLIC AWARENESS OF THE BENEFITS OF MUSIC THERAPY AND INCREASE ACCESS TO QUALITY MUSIC THERAPY SERVICES IN A RAPIDLY CHANGING WORLD. 0 0 128248 380568 ADVOCACY & GOVERNMENT RELATIONS: ADVOCACY FULFILLS THE MISSION OF AMTA BY "INCREASING ACCESS TO QUALITY MUSIC THERAPY SERVICES." AMTA EDUCATES THE PUBLIC ABOUT THE THERAPEUTIC VALUE OF MUSIC AND THE WAYS IN WHICH MUSIC THERAPY INTERVENTIONS AMELIORATE SYMPTOMS AND HELP TO MANAGE ILLNESS AND DISABILITIES. SELECT INFORMATION AND PROGRAMS ARE PROVIDED FREE OF CHARGE TO THE PUBLIC, CONSUMERS, PARENTS, HEALTHCARE AND EDUCATION OFFICIALS AND OTHERS. 81293 201516 THE AMERICAN MUSIC THERAPY ASSOCIATION SELLS A VARIETY OF BOOKS ON MUSIC THERAPY FROM THEIR COLLECTION TO THE PUBLIC, STUDENTS, AND UNIVERSITIES. 35408 107200 COUNCIL ON EDUCATION & TRAINING: COMPETENCY-BASED STANDARDS, TRAINING AND PROGRAM DEVELOPMENT TO ENSURE THE QUALITY OF EDUCATION AND CLINICAL TRAINING IN THE FIELD OF MUSIC THERAPY. 42478 18284 57780 42478 18284 57780 287427 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD X LESLIE HENRY 3015893300 8705 COLESVILLE ROAD B290 SILVER SPRING MD 20910 X LORI GOODING PRESIDENT 25.00 X X 0 0 0 ANDREA DALTON VICE PRESIDENT 8.00 X X 0 0 0 ANGELA SNELL PRESIDENT ELECT 12.00 X X 0 0 0 JENNIFER SOKIRA VICE PRESIDENT ELECT 8.00 X X 0 0 0 JENNIFER GEIGER IMMEDIATE PAST PRESIDENT 7.00 X X 0 0 0 BRIAN JANTZ SPEAKER OF THE ASSEMBLY 5.00 X 0 0 0 SPENCER HARDY ASSEMBLY OF DELEGATES REPRESENTATIVE 3.00 X 0 0 0 MIA ILIOPOULOS ASSEMBLY OF DELEGATES REPRESENTATIVE 3.00 X 0 0 0 KEVIN BOCK ASSEMBLY OF DELEGATES REPRESENTATIVE 3.00 X 0 0 0 LESLIE OROZCO HENRY TREASURER 15.00 X 0 0 0 LAUREN DANIELS HISTORIAN/SERETARY 5.00 X 0 0 0 LESLIE OROZCO HENRY COUNCIL COORDINATOR FOR THE COUNCIL ON PROFESSIONA 3.00 X 0 0 0 ALEJANDRA J FERRER COUNCIL COORDINATOR FOR THE COUNCIL ON EDUCATION & 3.00 X 0 0 0 CHELSEA MABES COUNCIL COORDINATOR FOR THE COUNCIL ON ASSOCIATION 3.00 X 0 0 0 BRIAN JANTZ REGIONAL PRESIDENTS' REPRESENTATIVE 3.00 X 0 0 0 0 0 0 0 0 0 0 0 72752 72752 MEMBERSHIP DUES 900099 380568 380568 SUBSCRIPTIONS, PUBLICA 900099 201516 201516 ACADEMIC PROGRAM 900099 107200 107200 CONFERENCE AND COURSES 900099 57780 57780 747064 15444 15444 OTHER INCOME 900099 5265 5265 5265 840525 752329 0 15444 X 18284 18284 216214 132978 82548 688 14782 9091 5644 47 6716 1211 5505 98458 17747 80711 7500 7500 169226 30502 138724 78 41 37 33152 11878 21274 114 60 54 18610 2735 15875 7467 6122 1310 35 36482 13795 22687 4354 4354 22380 14544 7828 8 DUES AND SUBSCRIPTIONS 68423 28439 39984 722240 287427 434035 778 143474 130925 31200 33171 37127 33108 40801 39799 5356 1002 326134 329524 543291 527730 231053 82281 138155 118552 200000 200000 569208 400833 X -333540 -161051 307623 287948 -25917 126897 543291 527730 118285 34529 0 X X 0 1 X 1 0 X 109958 58475 460540 129803 72752 831528 1626685 979950 1295802 865199 747064 5514700 1736643 1038425 1756342 995002 819816 6346228 17880 9220 16356 11302 8787 63545 74880 129574 83244 11183 298881 92760 138794 99600 22485 8787 362426 5983802 14896 5926 14535 33293 15444 84094 14896 5926 14535 33293 15444 84094 24688 21517 12372 13543 5265 77385 1776227 1065868 1783249 1041838 840525 6507707 0.91950 0.92540 0.01290 0.01180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15816 28244 44060 678180 722240 133336 33334 0 0 165719 244480 221912 133336 765447 1148171 14362 33017 33207 44060 124646 41430 61120 55478 33334 191362 287043 12640 20864 13764 15816 63084 40801 39799 1002 1002 LINE OF CREDIT 200000 200000 X 867554 34529 34529 833025 7500 7500 840525 714740 0 714740 7500 7500 722240 PART X, LINE 2: AMTA IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES, OTHER THAN NET UNRELATED BUSINESS INCOME TAXES, UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE (IRC) AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AMTA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022, AND DETERMINED THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR CALENDAR YEARS 2020 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH AMTA FILES TAX RETURNS. IT IS AMTA'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. 1 UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 109 KINKEAD HALL LEXINGTON KY 40506 616033693 501C3 10000 0 RESEARCH GRANT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 33965 650753801 501C3 5755 0 RESEARCH GRANT 1 PART I, LINE 2: AMTA REQUIRES RECIPIENTS TO ACCOUNT FOR THE USE OF ALL GRANT FUNDS ON A REGULAR BASIS AND AT THE END OF THE GRANT PERIOD. FOR REPORTS THAT ARE REVIEWED AND ACCEPTED, NO ADDITIONAL INFORMATION IS SOUGHT. FORM 990, PART V, LINE 13A MD FORM 990, PART VI, SECTION A, LINE 6 AMTA HAS MEMBERS IN EIGHT CATEGORIES INCLUDING: PROFESSIONAL, ASSOCIATE, STUDENT/GRADUATE STUDENT, RETIRED, INACTIVE, PATRON, AFFILIATE, AND HONORARY LIFE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE PRESIDENT-ELECT AND VICE-PRESIDENT ELECT EVERY TWO YEARS. THE ELECTED OFFICERS ON THE BOARD, THEREFORE, ARE: PRESIDENT, PAST-PRESIDENT, PRESIDENT-ELECT, VICE-PRESIDENT, AND VICE-PRESIDENT-ELECT. REGIONAL MEMBERS ELECT DELEGATES TO THE ASSEMBLY AND, IN TURN, THE ASSEMBLY MEMBERS ELECT FOUR VOTING MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS RELATED TO THE BYLAWS ARE THE SOLE PURVIEW OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANT WITH INPUT FROM THE TREASURER AND CONSULTING ACCOUNTANT. TREASURER AND PRESIDENT REVIEW THE FIRST DRAFT AND THEN THE ENTIRE BOARD REVIEWS THE FINAL DRAFT PRIOR TO THE IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF THEIR TERMS. AMTA MAINTAINS A FILE OF THESE FORMS. ON AN ANNUAL BASIS, THE BOARD RENEWS ITS COMMITMENT TO IDENTIFYING CONFLICT OF INTEREST SITUATIONS. IF A CONFLICT IS IDENTIFIED THEN THE PRESIDENT WORKS WITH THE INDIVIDUAL TO RESOLVE THE CONFLICT. IF THE CONFLICT CANNOT BE RESOLVED BY THE PRESIDENT THEN THE PRESIDENT CONSULTS WITH THE EXECUTIVE COMMITTEE. EVERY ATTEMPT IS MADE TO ARRIVE AT AN OUTCOME THAT UPHOLDS THE INTEGRITY OF THE ORGANIZATION AND ITS RESPONSIBILITIES AS A TAX-EXEMPT NON-PROFIT ENTITY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS HIRED UNDER A MULTI-YEAR CONTRACT TO THE ORGANIZATION UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS. THE SALARY LEVEL IN THE CONTRACT WAS DETERMINED BY EVALUATING THE SKILLS AND EXPERIENCE OF THE CEO, COMPARING THE 990S OF COMPARABLE ORGANIZATIONS, AND ANALYZING AT LEAST TWO NATIONALLY RECOGNIZED COMPENSATION SURVEYS. THE CEO'S BASE SALARY IS DOCUMENTED IN HIS/HER CONTRACT. ON ANNUAL BASIS, THE BOARD EVALUATES HIS/HER PERFORMANCE. BASED ON HIS/HER PERFORMANCE APPRAISAL, THE BOARD DETERMINES WHETHER AN INCREASE IS MERITED. IF THERE IS AN INCREASE, IT IS DOCUMENTED IN A LETTER FROM THE PRESIDENT OF THE BOARD TO THE CEO. PERIODIC BONUSES ARE DOCUMENTED IN EMAILS FROM THE PRESIDENT TO THE CEO. THE LAST SALARY REVIEW DATE WAS DECEMBER 2021 AS PART OF THE ANNUAL PERFORMANCE REVIEW. AS OF 2023, THE POSITION FOR CEO WAS VACANT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 30,502. MANAGEMENT AND GENERAL EXPENSES 138,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,226. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.