Nonprofit · EIN 13-1526422
AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC
Tax-exempt · N BETHESDA, MD 20852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,715,375 | $23,229,486 | -$514,111 | $38,596,615 | $16,385,498 | $22,211,117 |
| June 30, 2024 | 990 | $21,970,432 | $23,462,165 | -$1,491,733 | $39,251,488 | $17,919,432 | $21,332,056 |
| June 30, 2023 | 990 | $20,339,783 | $22,855,098 | -$2,515,315 | $38,178,235 | $16,005,694 | $22,172,541 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,027,495
- Investment income
- $948,120
- Royalties
- $851,083
- Net rental income
- $976,916
- Net gain from sales of assets
- $231,049
- Net income from sales of inventory
- $1,562,982
- Other revenue
- $3,739,760
Expenses
- Grants and similar amounts paid
- $250,646
- Compensation of officers, directors and key employees
- $854,254
- Other salaries and wages
- $8,811,036
- Salaries, compensation and benefits (total)
- $11,465,427
- Professional fundraising fees
- $0
- Legal fees
- $221,630
- Accounting fees
- $52,200
- Occupancy
- $1,098,836
- Travel
- $895,292
- Depreciation
- $388,272
Balance sheet and other
- Total assets, start of year
- $39,251,488
- Total assets, end of year
- $38,596,615
- Total liabilities, end of year
- $16,385,498
- Net assets, end of year
- $22,211,117
- Land, buildings and equipment
- $2,578,845
- Publicly traded securities
- $21,694,855
- Net assets without donor restrictions
- $21,786,495
- Net assets with donor restrictions
- $424,622
- Gross unrelated business income
- $460,058
- Gross receipts
- $23,736,651
- Employees
- 90
- Volunteers
- 700
- Year formed
- 1917
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NEIL HARVISON | CHIEF, KNOWLEDGE Key employee | 35 | $310,883 | $36,223 |
| CHARLES JEFFERS | INTERIM CEO UNTIL 08/24 Officer | 35 | $281,769 | $0 |
| SHARMILA SANDHU | COO Highest-paid employee | 35 | $231,267 | $34,758 |
| SABRINA SALVANT | VP, EDUCATION Highest-paid employee | 35 | $215,400 | $34,283 |
| JUNHUA LIU | VP, IT Highest-paid employee | 35 | $232,506 | $7,348 |
| HEATHER PARSONS | VP, FEDERAL ADVOCACY Highest-paid employee | 35 | $221,816 | $6,904 |
| CHUCK WILLMARTH | VP, STATE AFFAIRS Highest-paid employee | 35 | $202,462 | $6,392 |
| KATIE JORDAN | CEO AS OF 08/24 Officer | 35 | $155,651 | $11,567 |
| ALYSON STOVER | PRESIDENT Trustee or director, Officer | 2 | $25,000 | $0 |
| ARAMEH ANVARIZADEH | VICE-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| LINDA STRUCKMEYER | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| BENJAMIN GROSS TREASURER | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| BRIGITTE C DEPORT DIRECTOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VICTORIA GARCIA WILBURN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAZAN HAMED | DIRECTOR Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY MAHLE | DIRECTOR Trustee or director | 2 | $0 |
| DEBRA MARTIN | DIRECTOR Trustee or director | 2 | $0 |
| VIKRAM PAGPATAN | DIRECTOR Trustee or director | 2 | $0 |
| TIMOTHY PICKERING | DIRECTOR Trustee or director | 2 | $0 |
| DARYL RISINGER | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL URBAN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRY KERAMIDAS | EXECUTIVE DIRECTOR UNTIL 07/2023 Officer | 35 | $368,411 | $24,158 |
| NEIL HARVISON | CHIEF, KNOWLEDGE Key employee | 35 | $286,680 | $40,213 |
| PATRICIA HOPKINS CHIEF | FINANCE AND OPS UNTIL 08/2023 Key employee | 35 | $238,933 | $23,034 |
| MATHEW CLARK CHIEF INNOVATION | AND ENGAGEMENT UNTIL 08/2023 Key employee | 35 | $232,126 | $16,027 |
| JUNHUA LIU | VP, IT Highest-paid employee | 35 | $230,972 | $9,164 |
| SABRINA SALVANT | VP, EDUCATION Highest-paid employee | 35 | $213,489 | $8,341 |
| CHUCK WILLMARTH | VP, STATE AFFAIRS Highest-paid employee | 35 | $201,690 | $7,937 |
| HEATHER PARSONS | VP, FEDERAL ADVOCACY Highest-paid employee | 35 | $198,092 | $8,865 |
| GENGHIS HAROON VP MEMBER | ENGAGEMENT UNTIL 08/2023 Highest-paid employee | 35 | $194,888 | $5,463 |
| CHARLES JEFFERS III | EXECUTIVE DIRECTOR AS OF 07/2023 Officer | 35 | $182,769 | $0 |
| ALYSON STOVER | PRESIDENT Trustee or director, Officer | 2 | $25,000 | $0 |
| ARAMEH ANVARIZADEH | VICE-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| LINDA STRUCKMEYER | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| BENJAMIN GROSS | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| BRIGITTE C DEPORT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VICTORIA GARCIA WILBURN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RAZAN HAMED | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC MANN | DIRECTOR - UNTIL 01/2024 Trustee or director | 2 | $0 | $0 |
| AMY MAHLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBRA MARTIN | DIRECTOR - AS OF 01/2024 Trustee or director | 2 | $0 | $0 |
| VIKRAM PAGPATAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIMOTHY PICKERING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DARYL RISINGER | DIRECTOR - AS OF 02/2024 Trustee or director | 2 | $0 | $0 |
| MICHAEL URBAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARLA WILHITE | DIRECTOR - UNTIL 11/2023 Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRY KERAMIDAS | EXECUTIVE DIRECTOR Officer | 35 | $434,667 | $9,310 |
| NEIL HARVISON | CHIEF, KNOWLEDGE Key employee | 35 | $281,866 | $36,464 |
| PATRICIA HOPKINS | CHIEF, FINANCE AND OPS Key employee | 35 | $283,391 | $19,891 |
| MATHEW CLARK | CHIEF, INNOVATION AND ENGAGEMENT Key employee | 35 | $261,584 | $16,300 |
| JUNHUA LIU | VP, IT Highest-paid employee | 35 | $214,707 | $6,945 |
| GENGHIS HAROON | VP, MEMBER ENGAGEMENT Highest-paid employee | 35 | $206,499 | $6,171 |
| SABRINA SALVANT | VP, EDUCATION Highest-paid employee | 35 | $197,314 | $6,189 |
| HEATHER PARSONS | VP, FEDERAL ADVOCACY Highest-paid employee | 35 | $189,941 | $1,100 |
| CHUCK WILLMART | VP, STATE AFFAIRS Highest-paid employee | 35 | $185,616 | $237 |
| ALYSON STOVER | PRESIDENT Trustee or director, Officer | 3 | $25,000 | $0 |
| ARAMEH ANVARIZADEH | VICE-PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| LINDA STRUCKMEYER | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| DEBI HINERFELD | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| BRIGITTE C DEPORT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VICTORIA GARCIA WILBURN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATIE JORDAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY MAHLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| VIKRAM PAGPATAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CRISTINA REYES SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL URBAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY CROSSLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIMOTHY PICKERING | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6116 EXECUTIVE BLVD STE 200, N BETHESDA, MD 20852-4925
- Principal officer (990 for 2024)
- KATIE JORDAN, 7501 WISCONSIN AVE 510E, BETHESDA, MD 20814
- Signed the 990
- KATIE JORDAN, CHIEF EXECUTIVE OFFICER
- Phone
- (301) 652-6611
- Website
- WWW.AOTA.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
TO ADVANCE OCCUPATIONAL THERAPY PRACTICE, EDUCATION, AND RESEARCH THROUGH STANDARD-SETTING AND ADVOCACY ON BEHALF OF ITS MEMBERS, THE PROFESSION, AND THE PUBLIC.
Program accomplishments
- PROFESSIONAL DEVELOPMENT: AOTA SUPPORTS A WIDE RANGE OF SERVICES TO SERVE THE PROFESSION OF OCCUPATIONAL THERAPY ("OT"). THESE FALL INTO THREE MAJOR CATEGORIES: EDUCATION, ACCREDITATION, AND PROFESSIONAL STANDARDS.THE ANNUAL CONFERENCE, AOTA INSPIRE, IS ATTENDED BY PRACTITIONERS AND STUDENTS REPRESENTING ALL 50 STATES. AOTA OFFERS EDUCATIONAL EVENTS TO HELP OCCUPATIONAL THERAPY PRACTITIONERS IMPROVE SKILLS IN SPECIFIC AREAS. SPECIALTY CONFERENCES ARE ALSO HELD, THE EDUCATION SUMMIT, CHILDREN AND YOUTH SPECIALTY CONFERENCE, AND LAUNCHPAD, AN EVENT FOCUSED ON STUDENTS AND NEW PRACTITIONERS.IN THE OTHER AREAS OF PROFESSIONAL DEVELOPMENT AND LICENSURE SUPPORT, AOTA OFFERS ONLINE EDUCATIONAL COURSES. AOTA HELPS NEW OTS AND OTAS PREPARE FOR THE NBCOT CERTIFICATION EXAM THROUGH AOTA'S NBCOT EXAM PREP. AOTA PROVIDES THOUSANDS OF HOURS OF CONTINUING EDUCATION CONTENT.AOTA PROVIDES ADDITIONAL BOARD AND SPECIALTY CERTIFICATION IN SEVERAL AREAS OF THE PROFESSION.AOTA, THROUGH ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION ("ACOTE"), ACCREDITS ACADEMIC PROGRAMS OFFERED BY JUNIOR COLLEGES, COLLEGES, AND UNIVERSITIES THAT OFFER A COURSE OF STUDY IN OCCUPATIONAL THERAPY.AOTA ALSO DEVELOPS PROFESSIONAL STANDARDS AS IT RELATES TO PRACTICE, ETHICS, EVIDENCE, AND STANDARDS. AOTA MAINTAINS SEVERAL COMMITTEES AND COMMISSIONS CHARGED WITH THE DEVELOPMENT AND PROMULGATION OF PRACTICE STANDARDS. IN ADDITION TO PUBLISHING PRACTICE GUIDELINES, AOTA ALSO MAINTAINS AN ETHICS COMMISSION, WHICH PROVIDES GUIDANCE IN THE CONDUCT OF PRACTICE AND ADJUDICATES COMPLAINTS AGAINST MEMBERS OF THE ASSOCIATION. AOTA FUNDS RESEARCH, ANALYSIS OF RESEARCH, AND DISSEMINATES THAT INFORMATION TO MEMBERS AND THE PUBLIC AT LARGE. EFFORTS CONTINUED TO LINK RESEARCH, EVIDENCE, EDUCATION, AND PRACTICE.
- PUBLICATIONS: 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 ELECTRONIC LITERATURE AVAILABLE ON THE ASSOCIATION'S WEBSITE, AOTA.ORG. AOTA PUBLISHES EDUCATIONAL TEXTBOOKS, PRIMARILY USED AT POST-SECONDARY EDUCATION INSTITUTIONS FOR THOSE STUDENTS STUDYING OT.
- ADVOCACY AND AWARENESS: AOTA REPRESENTS THE PROFESSION OF OCCUPATIONAL THERAPY TO THE GENERAL PUBLIC, PAYERS FOR OT SERVICES, AND POLICYMAKERS AT THE STATE AND NATIONAL LEVELS. AT THE FEDERAL LEVEL, AOTA REPRESENTS THE PROFESSION TO BOTH THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT. AOTA PROVIDES RELEVANT RESEARCH OR NEEDED INFORMATION FOR GOVERNMENT POLICYMAKERS.AT THE STATE LEVEL, AOTA SERVES AS A LIAISON TO STATE OCCUPATIONAL THERAPY ASSOCIATIONS AND STATE REGULATORY BOARDS/STATE AGENCIES, LEADING ADVOCACY EFFORTS AT THE STATE AND FEDERAL LEVELS RELATED TO HEALTH CARE REFORM AND MEDICAID REDESIGN. AOTA INITIATED A LICENSURE COMPACT INITIATIVE IN COLLABORATION WITH NBCOT. THE COMPACT GREATLY ENHANCES THE MOBILITY OF OT AND OTA PRACTITIONERS IN MEETING WORKFORCE DEMANDS.AT THE STATE LEVEL, AOTA EFFORTS ARE FOCUSED ON PROTECTING THE PROFESSION, SUPPORTING THE FRAMEWORK OF STATE PRACTICE ACTS THAT FORM THE LEGAL BASIS FOR THE PRACTICE OF OT, PROMOTING THE USE OF AOTA'S PROFESSIONAL STANDARDS BY STATE REGULATORS, AND ASSISTING STATE ASSOCIATIONS IN ENGAGING EFFECTIVELY ON CRITICAL POLICY ISSUES AT THE STATE LEVEL.AOTA WORKS WITH THERAPISTS, EMPLOYERS OF THERAPISTS, AND PAYERS OF OT SERVICES, SUCH AS INSURANCE COMPANIES, TO ASSIST IN THE PROPER PAYMENT AND ALLOCATIONS OF SERVICES. ADDITIONALLY, AOTA WORKS TO PROMOTE THE PROFESSION IN FOCUSED ADVERTISING AND BRANDING INITIATIVES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-1526422
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $38,596,615
- Income (IRS master file)
- $23,736,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,715,375 | $23,229,486 | $38,596,615 | IRS |
| 990 | June 2024 | $21,970,432 | $23,462,165 | $39,251,488 | IRS |
| 990 | June 2023 | $20,339,783 | $22,855,098 | $38,178,235 | XML |
| 990 | June 2022 | $22,538,284 | $22,859,229 | $32,857,655 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-1526422).
Questions about AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC
- What is the EIN of AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC?
- The employer identification number (EIN) of AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC is 13-1526422.
- Is AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1954.
- Are donations to AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names KATIE JORDAN.
- Who are the officers and directors of AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 9 received compensation from the organization, the highest $310,883 (NEIL HARVISON, CHIEF, KNOWLEDGE).
- How much revenue does AMERICAN OCCUPATIONAL THERAPY ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,715,375, expenses of $23,229,486 and total assets of $38,596,615 at year end.
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