American Occupational Therapy Association
Legal name: The American Occupational Therapy Association Inc
Nonprofit profile at a glance
- EIN
- 131526422
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Aug 2026
- Forms available
- Form 990 2024
- Location
- Bethesda, MD, USA
- Phone
- 3016526611
- Rating confidence
- Limited
Reported finances
- Revenue
- $22,715,375
- Expenses
- $23,229,486
- Assets
- $38,596,615
- Liabilities
- $16,385,498
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
21 people listed
Executive titles in this filing
- ALYSON STOVER (PRESIDENT)
- ARAMEH ANVARIZADEH (VICE-PRESIDENT)
- KATIE JORDAN (CEO AS OF 08/24)
- CHARLES JEFFERS (INTERIM CEO UNTIL 08/24)
Highest reported compensation
- NEIL HARVISON (CHIEF, KNOWLEDGE): $347,106 total reported compensation
- CHARLES JEFFERS (INTERIM CEO UNTIL 08/24): $281,769 total reported compensation
- SHARMILA SANDHU (COO): $266,025 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To advance occupational therapy practice, education, and research through standard-setting and advocacy on behalf of its members, the profession, and the public.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Other-operating. 93% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Accountability: 91
- Sustainability: 34
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 6th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 94.4%; rating input score 94; 24th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 92.3%; rating input score 92; 25th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -2.3%; rating input score 23; 23rd percentile among comparable filings
- Total-asset coverage ratio: 1.66; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.42; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 8.7%; rating input score 26; 26th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 3.2% per year; rating input score 100; 28th percentile among comparable filings
- Asset growth: 5.7% per year; rating input score 100; 41st percentile among comparable filings
Details
- What they do: Mission, programs, and operating context captured from the official website.
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 12 of 13 board members independent · 8 of 9 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $347K · 21 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $859K reported
- Consistency: 14 of 15 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes grants, executive pay, and related organizations
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 14 filed money-flow records
- Related organizations: 6 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 23/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- High — Sustainability: Officer compensation ratio scored 26/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.