PHARMACY TECHNICIAN CERTIFICATION BOARD: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PHARMACY TECHNICIAN CERTIFICATION BOARD (EIN 52-1923733)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-12
IRS object ID
202341639349300309
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-12T08:12:22-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521923733EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHARMACY TECHNICIAN CERTIFICATION BOARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHARBusinessNameControlTxt
Phone2028881715PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12215 CONSTITUTION AVENUE NW 101AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM SCHIMMELPersonNm
Person TitleCEO/EXECUTIVE DIRECTORPersonTitleTxt
Phone2028881715PhoneNum
Signature2023-06-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastSCHIMMELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN A JACQUELIN CPAPreparerPersonNm
PTINP01325865PTIN
Phone2023319880PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM SCHIMMELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12215 CONSTITUTION AVENUE NW 101AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,419,839GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.PTCB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionPTCB ADVANCES MEDICATION SAFETY BY CREDENTIALING TECHNICIANS WHO ARE QUALIFIED TO SUPPORT PHARMACISTS AND PATIENT CARE TEAMS IN ALL PRACTICE SETTINGS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee33TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$200,581TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$122,772NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$53,461CYContributionsGrantsAmt
PY Program Service Revenue$14,708,026PYProgramServiceRevenueAmt
CY Program Service Revenue$14,089,265CYProgramServiceRevenueAmt
PY Investment Income$1,190,081PYInvestmentIncomeAmt
CY Investment Income$109,046CYInvestmentIncomeAmt
PY Other Revenue$161,461PYOtherRevenueAmt
CY Other Revenue$155,148CYOtherRevenueAmt
PY Total Revenue$16,059,568PYTotalRevenueAmt
CY Total Revenue$14,406,920CYTotalRevenueAmt
PY Grants And Similar Paid$4,121,085PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,315,982CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,193,156PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,979,059CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,660,003PYOtherExpensesAmt
CY Other Expenses$6,712,005CYOtherExpensesAmt
PY Total Expenses$14,974,244PYTotalExpensesAmt
CY Total Expenses$14,007,046CYTotalExpensesAmt
PY Revenues Less Expenses$1,085,324PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$399,874CYRevenuesLessExpensesAmt
Total Assets BOY$21,156,385TotalAssetsBOYAmt
Total Assets EOY$24,921,454TotalAssetsEOYAmt
Total Liabilities BOY$6,237,043TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,159,238TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,919,342NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,762,216NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPTCB ADVANCES MEDICATION SAFETY BY CREDENTIALING TECHNICIANS WHO ARE QUALIFIED TO SUPPORT PHARMACISTS AND PATIENT CARE TEAMS IN ALL PRACTICE SETTINGS.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PHARMACY TECHNICIAN CERTIFICATION BOARD (PTCB) WAS ESTABLISHED IN JANUARY 1995 AND IS GOVERNED BY SIX ORGANIZATIONS: THE AMERICAN PHARMACISTS ASSOCIATION, THE AMERICAN SOCIETY OF HEALTH-SYSTEM PHARMACISTS ASSOCIATION, THE ILLINOIS COUNCIL OF HEALTH-SYSTEM PHARMACISTS, THE MICHIGAN PHARMACISTS ASSOCIATION, THE NATIONAL ASSOCIATION OF BOARDS OF PHARMACY, AND THE NATIONAL COMMUNITY PHARMACISTS ASSOCIATION. PTCB IS A NATIONAL CERTIFICATION PROGRAM THAT ENABLES PHARMACY TECHNICIANS TO WORK MORE EFFECTIVELY WITH PHARMACISTS TO OFFER SAFE AND EFFECTIVE PATIENT CARE AND SERVICE. PTCB DEVELOPS, MAINTAINS, PROMOTES AND ADMINISTERS A NATIONAL COMMISSION OF CERTIFYING AGENCIES (NCCA) ACCREDITED CERTIFICATION PROGRAM FOR PHARMACY TECHNICIANS. THE PTCB CPHT EXAMINATION WAS DEVELOPED BY PTCB TO DETERMINE WHETHER INDIVIDUALS HAVE MASTERED THE KNOWLEDGE AND SKILLS NECESSARY TO PRACTICE AS A PHARMACY TECHNICIAN. SINCE 1995, PTCB HAS CERTIFIED MORE THAN 787,000 PHARMACY TECHNICIANS THROUGH THE EXAM AND TRANSFER PROCESS. IN 2022, PTCB CERTIFIED 29,578 PHARMACY TECHNICIANS AND RE-CERTIFIED MORE THAN 100,000 PHARMACY TECHNICIANS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescIN 2017 PTCB CREATED THE CERTIFIED COMPOUNDED STERILE PRODUCTS TECHNICIAN (CSPT) EXAM PROGRAM. STERILE COMPOUNDING IS THE PREPARATION OF MEDICATIONS IN A STERLIE ENVIRONMENT TO PREVENT CONTAMINATION. THROUGH THE CSPT PROGRAM, PTCB-CERTIFIED PHARMACY TECHNICIANS (CPHTS) HAVE THE OPPORTUNITY TO DEMONSTRATE THEIR SPECIALIZED KNOWLEDGE AND COMMITMENT TO MEDICATION SAFETY BY MEETING THE HIGH STANDARDS OF PTCB'S CSPT PROGRAM. AT THE END OF 2022 PTCB HAD CERTIFIED 1,336 CSPTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescIN 2019 PTCB CREATED A PRODUCT LINE OF ASSESSMENT BASED CERTIFICATES FOR ADVANCED TECHNICIAN ROLES AND AN ADVANCED CERTIFIED PHARMACY TECHNICIAN (CPHT-ADVTM) DESIGNATION. THESE CERTIFICATES RECOGNIZE THE IMPORTANT CONTRIBUTIONS PHARMACY TECHNICIANS MAKE TO ADVANCE MEDICATION SAFETY. DURING 2022, 3,440 OF THE ASSESSMENT BASED CERTIFICATES WERE GRANTED AND PTCB HAD 1,250 ACTIVE CPHT-ADV CREDENTIAL HOLDERS AT THE END OF 2022.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee33EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH BARNESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028881715PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12215 CONSTITUTION AVENUE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM SCHIMMEL
CEO/EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$291,121$0$40,167
CHRIS CRANK
CHAIR4.00Yes (X)Yes (X)$0$0$0
PAUL ABRAMOWITZ
VICE CHAIR4.00Yes (X)Yes (X)$0$0$0
LEMREY AL CARTER
CHAIR, CERTIFICATION COUNC4.00Yes (X)$0$0$0
MARK GLASPER
TREASURER4.00Yes (X)Yes (X)$0$0$0
B DOUGLAS HOEY
MEMBER AT LARGE4.00Yes (X)$0$0$0
ILISA BERNSTEIN
MEMBER AT LARGE4.00Yes (X)$0$0$0
DEBORAH BARNES
CFO40.00Yes (X)$235,172$0$29,825
LIZA CHAPMAN
VP PARTNERSHIP DEVELOPMENT40.00$207,909$0$13,332Yes (X)
KHUNTEANG PA
SENIOR DIRECTOR CERT. OPS.40.00$201,797$0$25,103Yes (X)
LEVI BOREN
SENIOR DIRECTOR CERT PROG.40.00$191,853$0$33,059Yes (X)
JILL SPIVEY
SR. DIR. MARKETING & COMMUNICA40.00$156,296$0$30,524Yes (X)
RYAN BURKE
DIRECTOR PROFESSIONAL AFFA40.00$168,510$0$19,742Yes (X)
XIAOHUI ZHAO
DIRECTOR PSYCHOMETRICS40.00$159,879$0$31,378Yes (X)
LIONEL LUIS
DIR. INFORMATION TECHNOLOG40.00$148,869$0$15,091Yes (X)
EUFROCINIA HERNANDEZ
CONTROLLER40.00$137,896$0$28,066Yes (X)
TINA CHANG SIMPSON
DIR. TEST DEVELOPMENT40.00$125,468$0$10,529Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,024,770TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$276,816TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NCS PEARSON
13036 COLLECTION CENTER DRIVECHICAGOIL60693ADMINISTER EXAMS$2,720,257
COBALT
2511 JEFFERSON DAVIS HIGHWAY SUITEARLINGTONVA22202CERTIFICATION MANAGEMENT DATABASE$498,047
TELECOM
2201 BROADWAY SUITE 103OAKLANDCA94612CUSTOMER SERVICE$473,615
SCOTT CIRCLE COMMUNICATIONS
1307 NEW YORK AVE NWWASHINGTONDC20005PUBLIC RELATIONS$149,000
EXALENTS SOLUTIONS
7938 BOLLING DRALEXANDERIAVA22308INFORMATION TECHNOLOGY$112,535
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$53,461AllOtherContributionsAmt
Total Contributions$53,461TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
RENEWAL FEES611710$7,127,201$7,127,201
CERTIFICATION FEES611710$6,508,090$6,508,090
PRACTICE EXAM FEES611710$403,464$403,464
CAREER CENTER561300$50,510$50,510
FieldValueIRS element (for citing)
Total Program Service Revenue$14,089,265TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$594,297TotalRevenueColumnAmt
Exclusion$594,297ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,516,842SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,002,093SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$485,251SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$485,251TotalRevenueColumnAmt
Exclusion-$485,251ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$38,997GrossSalesOfInventoryAmt
Cost Of Goods Sold$10,826CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,171TotalRevenueColumnAmt
Unrelated Business Revenue$28,171UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MAILING LIST900004$121,900$121,900
MISCELLANEOUS900099$5,077$5,077
FieldValueIRS element (for citing)
Other Revenue Total$126,977OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,406,920TotalRevenueColumnAmt
Related Or Exempt Func Income$14,043,832RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$200,581UnrelatedBusinessRevenueAmt
Exclusion$109,046ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,315,982TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,340,618TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,643,143TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$153,407TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$504,534TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$337,357TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$81,150TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,550TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$102,446TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,039,897TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$28,199TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$338,243TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$410,535TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$260,123TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$245,881TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$58,574TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$507,121TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$76,282TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
UBIT TAXES$37,127
STATE ASSOCIATION FEES$405,901
PROFESSIONAL DUES AND S$48,158
MISCELLANEOUS$29,972

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$16,846TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,007,046TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,464,991BOYAmt
EOY$1,366,178EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$334,504BOYAmt
EOY$655,595EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,593BOYAmt
EOY$7,925EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$235,945BOYAmt
EOY$316,420EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,154,447LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,125,550LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,120,418BOYAmt
EOY$1,028,897EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,993,934BOYAmt
EOY$21,395,139EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$151,300EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,156,385BOYAmt
EOY$24,921,454EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,288,704BOYAmt
EOY$997,684EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,100,000BOYAmt
EOY$3,255,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$677,737BOYAmt
EOY$653,480EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$170,602BOYAmt
EOY$253,074EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,237,043BOYAmt
EOY$5,159,238EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,919,342BOYAmt
EOY$19,762,216EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,919,342BOYAmt
EOY$19,762,216EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,156,385BOYAmt
EOY$24,921,454EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$399,874ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,257,659NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,700,659OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$139,293OtherCostOrOtherBasisAmt
Depreciation$131,024DepreciationAmt
Book Value$8,269BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$297,119OtherCostOrOtherBasisAmt
Depreciation$280,439DepreciationAmt
Book Value$16,680BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,718,035OtherCostOrOtherBasisAmt
Depreciation$2,714,087DepreciationAmt
Book Value$1,003,948BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,028,897TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION LIABILITY$84,369
LEASE LIABILITY$168,705
FieldValueIRS element (for citing)
Total Liability$253,074TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$12,057,641TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,257,659NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,257,659RevenueNotReportedAmt
Revenue Subtotal$14,315,300RevenueSubtotalAmt
Investment Expenses Not Incld$102,446InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$10,826OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$91,620RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,406,920TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,915,426TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$10,826OtherExpensesIncludedAmt
Expenses Not Reported$10,826ExpensesNotReportedAmt
Expenses Subtotal$13,904,600ExpensesSubtotalAmt
Investment Expenses Not Incld2$102,446InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$102,446ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,007,046TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:COGS SHOWN IN PART VIII
PART XII, LINE 2D - OTHER ADJUSTMENTS:COGS SHOWN IN PART VIII

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN PHARMACISTS ASSOCIATION
2215 CONSTITUTION AVE NWWASHINGTONDC20037530026265501C6$620,000$0TO ADVANCE PHARMACY TECHNICIANS
AMERICAN SOCIETY OF HEALTH SYSTEM PHARMICISTS
4500 EAST WEST HIGHWAYBETHESDAMD20814520807628501C6$620,000$0TO ADVANCE PHARMACY TECHNICIANS
ILLINOIS COUNCIL OF HEALTH-SYSTEM PHARMACISTS
4055 N PERRYVILLE RDLOVES PARKIL61111362887899501C6$620,000$0TO ADVANCE PHARMACY TECHNICIANS
MICHIGAN PHARMACISTS ASSOCIATION
408 KALAMAZOO PLAZALANSINGMI48933380830740501C6$620,000$0TO ADVANCE PHARMACY TECHNICIANS
NATIONAL ASSOCIATION OF BOARDS OF PHARMACY
1600 FREEHANVILLE DRMOUNT PROSPECTIL60056361520565501C3$620,000$0TO ADVANCE PHARMACY TECHNICIANS
CALIFORNIA PHARMACIST ASSOCIATION
4030 LENNANE DRSACRAMENTOCA95834950597003501C6$10,000$0PROMOTE PUBLIC SAFETY
KENTUCKY PHARMACISTS ASSOCIATION
96 C MICHAEL DAVENPORT BLVDFRANKFORTKY40601610246386501C6$10,000$0PROMOTE PUBLIC SAFETY
WEST VIRGINIA PHARMACISTS ASSOCIATION
3110 MACORKLE AVE RM 3032BCHARLESTONSC25311550335709501C6$10,000$0TO ADVANCE PHARMACY TECHNICIANS
VIRGINIA PHARMACISTS ASSOCIATION
2530 PROFESSIONAL RDNORTH CHESTERFIELDVA23235540420448501C6$10,000$0TO ADVANCE PHARMACY TECHNICIANS
MINNESOTA SOCIETY OF HEALTH SYSTEM PHARMACISTS
13911 RIDGEDALE DR STE 260MINNETONKAMN55305411401022501C6$8,849$0TO ADVANCE PHARMACY TECHNICIANS
NATIONAL COMMUNITY PHARMACISTS ASSOCIATION
100 DAINGERFIELD RDALEXANDRIAVA22314361520710501C6$155,000$0TO ADVANCE PHARMACY TECHNICIANS
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org11TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPTCB PROVIDES TWO TYPES OF GRANTS TO 501(C)(6) OR 501(C)(3) ORGANIZATIONS: 1) FOUNDERS GRANTS ARE PAID TO FOUNDING ORGANIZATIONS TO CARRY ON PTCB'S MISSION TO SUPPORT PHARMACY TECHNICIAN PROGRAMS; AND 2) GRANTS TO ALLIED ORGANIZATIONS IN SUPPORT OF SPECIFIC PROGRAMS. FOUNDERS GRANTS ARE PROVIDED YEARLY TO PTCB'S FOUNDING ORGANIZATIONS TO ADVANCE PHARMACY TECHNICIAN PROGRAMS. EACH YEAR THE ORGANIZATIONS ATTEST IN COMPLIANCE WITH THOSE INITIATIVES. THE GRANTS TO ALLIED ORGANIZATIONS PROVIDE FUNDING FOR SPECIFIC PROGRAMS ALIGNED WITH PTCB'S MISSION UTILIZING A COMMITTEE SELECTION PROCESS. STATUS REPORTS AND A FINAL REPORT IS REQUIRED FOR THESE GRANTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM SCHIMMEL
CEO/EXECUTIVE DIRECTOR$244,871$0$45,800$0$450$0$21,502$0$18,665$0$331,288$0$0$0
DEBORAH BARNES
CFO$210,537$0$22,655$0$1,980$0$27,004$0$2,821$0$264,997$0$0$0
KHUNTEANG PA
SENIOR DIRECTOR CERT. OPS.$178,842$0$22,655$0$300$0$10,761$0$14,342$0$226,900$0$0$0
LEVI BOREN
SENIOR DIRECTOR CERT PROG.$169,898$0$21,655$0$300$0$13,243$0$19,816$0$224,912$0$0$0
LIZA CHAPMAN
VP PARTNERSHIP DEVELOPMENT$185,564$0$21,655$0$690$0$11,134$0$2,198$0$221,241$0$0$0
XIAOHUI ZHAO
DIRECTOR PSYCHOMETRICS$144,224$0$15,205$0$450$0$11,651$0$19,727$0$191,257$0$0$0
RYAN BURKE
DIRECTOR PROFESSIONAL AFFA$150,065$0$18,205$0$240$0$11,447$0$8,295$0$188,252$0$0$0
JILL SPIVEY
SR. DIR. MARKETING & COMMUNICA$134,266$0$21,655$0$375$0$12,101$0$18,423$0$186,820$0$0$0
EUFROCINIA HERNANDEZ
CONTROLLER$121,842$0$14,205$0$1,849$0$15,224$0$12,842$0$165,962$0$0$0
LIONEL LUIS
DIR. INFORMATION TECHNOLOG$134,424$0$14,205$0$240$0$8,119$0$6,972$0$163,960$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN PHARMACISTS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionILISA BERNSTEIN IS THE CEO OF APHA, AND ALSO A BOARD MEMBER OF PTCB.RelationshipDescriptionTxt
Transaction$260,123TransactionAmt
TransactionRENT FOR SUBLEASETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2DURING 2022, PTCB INTEGRATED PHARMACY TECHNICIAN EDUCATION COUNCIL AS A DIVISION OF PTCB. THIS WILL EMPOWER TECHNICIAN EDUCATORS WITH ENHANCED RESOURCES AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND STRENGTHEN THE FUTURE OF THE PHARMACY TECHNICIAN WORKFORCE.
FORM 990, PART VI, SECTION A, LINE 4DURING 2022, AN ADDITIONAL FOUNDER WAS ADDED. ALSO, THE BYLAWS WERE UPDATED FOR THE ADDITION OF THE PHARMACY TECHINICIAN EDUCATORS COUNCIL.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF GOVERNORS REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY ALL BOARD MEMBERS AT THE BEGINNING OF EACH YEAR. THE SIGNED CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD MEMBERS PRIOR TO EVERY FACE-TO-FACE MEETING AND REFERENCED DURING ACTIVITIES INVOLVING THE BOARD. ALSO, STAFF SIGN THE CONFLICT OF INTEREST POLICY YEARLY.
FORM 990, PART VI, SECTION B, LINE 15THE CEO/EXECUTIVE DIRECTOR HAS A WRITTEN EMPLOYMENT CONTRACT. THE PTCB BOARD APPROVES THE COMPENSATION PACKAGE. KEY EMPLOYEE COMPENSATION IS DETERMINED THROUGH A COMPARABILITY ANALYSIS CONDUCTED BY AN INDEPENDENT CONSULTANT, COMPENSATION IS APPROVED BY THE CEO/EXECUTIVE DIRECTOR. PTCB ENGAGED AN INDEPENDENT FIRM TO REVIEW AND PROVIDE COMPENSATION SURVEY RESULTS FOR EVERY POSITION (EXCEPT THE CEO/EXECUTIVE DIRECTOR).
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GTEST ADMIN & DELIVERY 2,651,921. CONTACT CENTER 466,694. THRD PARTY SERVICES 921,282.
FORM 990, PART XI, LINE 9:FOUNDER CONTRIBUTION- NCPA 6,700,659.
PART XII LINE 2CTHE BOARD OF GOVERNORS REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.

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