THE FUND TO PROMOTE AWARENESS OF OCCUPATIONAL THERAPY (EIN 300086836) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

CHARLES H JEFFERS II

Phone

3016522682

Tax Period

2022-07-01 to 2023-06-30

THE FUND TO PROMOTE AWARENESS OF OCCUPATIONAL THERAPY, founded in 2002, is a micro nonprofit in the Health Care sector that reported $85K in total revenue in fiscal year 2022. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $418K exceeded revenue, resulting in a 393% operating deficit.

Mission

THE FUND WAS ESTABLISHED TO DISSEMINATE EDUCATIONAL INFORMATION AND OTHERWISE PROMOTE PUBLIC AWARENESS OF THE NEED FOR, USES OF, AND VALUE OF OCCUPATIONAL THERAPY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $35,509

Program Service Revenue $5,500

Investment Income $7,591

Other Revenue $36,237

TOTAL REVENUE $84,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,016

Fundraising Expenses $0

Program Expenses $414,666

Other Expenses $409,429

TOTAL EXPENSES $418,445

Year-over-Year Comparison

	2022	2021	Change
Revenue	$84,837	$620,264	-0.9%
Expenses	$418,445	$42,411	+8.9%
Net Income	$-333,608	$577,853	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

800

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$468,977

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSON STOVER	PRESIDENT	0.10	Officer Director	$0	$0	$25,000
ARAMEH ANVARIZADEH	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
LINDA STRUCKMEYER	SECRETARY	0.10	Officer Director	$0	$0	$0
DEBI HINERFELD	TREASURER	0.10	Officer Director	$0	$0	$0
SHERRY KERAMIDAS	EXECUTIVE DIRECTOR	5.00	Officer	$0	$9,310	$443,977

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2023	$84,837	$418,445	$418,954	$-333,608
2022	$620,264	$42,411	$752,654	$577,853

THE FUND TO PROMOTE AWARENESS OF OCCUPATIONAL THERAPY