2021-08-10T08:22:35-05:00 2020-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2020-01-01 521620299 NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY INC NATI 3019907979 ONE BANK STREET NO 300 GAITHERSBURG MD 208781555 PAUL GRACE PRESIDENT/CEO 3019907979 2021-07-20 1 PAUL GRACE 999009999 KEITH JENNINGS P01319883 3016526700 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAUL GRACE ONE BANK STREET NO 300 GAITHERSBURG MD 208781555 20983165 0 X WWW.NBCOT.ORG X NON-PROFIT 1988 MD THE ORGANIZATION IS AN INDEPENDENT NATIONAL CERTIFICATION AGENCY WHOSE PRIMARY PURPOSE IS TO SERVE THE PUBLIC INTEREST BY PROVIDING HIGH STANDARDS FOR THE CERTIFICATION OF OCCUPATIONAL THERAPY PRACTITIONERS. 17 17 44 132 0 0 0 0 15016036 13599874 2096939 2628893 -288287 -245337 16824688 15983430 1100000 105000 0 0 6044455 6425169 0 0 0 9208271 6594965 16352726 13125134 471962 2858296 62221784 67527733 3638698 3510134 58583086 64017599 THE MISSION OF THE NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY, INC. IS TO ADVANCE CLIENT CARE AND PROFESSIONAL PRACTICE THROUGH EVIDENCE-BASED CERTIFICATION STANDARDS AND THE VALIDATION OF KNOWLEDGE ESSENTIAL FOR EFFECTIVE PRACTICE IN OCCUPATIONAL THERAPY. 0 0 THE NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY, INC. PROVIDES A WORLD CLASS STANDARD FOR CERTIFICATION OF OCCUPATIONAL THERAPY PRACTITIONERS. THEY DEVELOP, ADMINISTER, AND CONTINUALLY REVIEW A CERTIFICATION PROCESS BASED ON CURRENT AND VALID STANDARDS THAT PROVIDE RELIABLE INDICATORS OF COMPETENCE FOR THE PRACTICE OF OCCUPATIONAL THERAPY. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 44 1 0 0 0 0 0 0 1 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THE ORGANIZATION 3019907979 ONE BANK STREET SUITE 300 GAITHERSBURG MD 208781555 PAUL GRACE PRESIDENT/CEO 40.00 X 1031192 0 45746 DEE BERLINE CHAIRPERSON 1.00 X X 0 0 0 ANN GLORE SECRETARY/TREASURER 1.00 X X 0 0 0 BRITTANY CURTIS VICE CHAIRPERSON 1.00 X X 0 0 0 DENNIS TOBIN BOARD MEMBER 1.00 X 0 0 0 SHEILA BAXTER BOARD MEMBER 1.00 X 0 0 0 KATE DECLEENE HUBER BOARD MEMBER 1.00 X 0 0 0 GEORGE TOMLIN BOARD MEMBER 1.00 X 0 0 0 AMY BLUE BOARD MEMBER 1.00 X 0 0 0 KELLY RICHARDSON BOARD MEMBER 1.00 X 0 0 0 CESAR CESPEDES BOARD MEMBER 1.00 X 0 0 0 MASHELLE PAINTER BOARD MEMBER 1.00 X 0 0 0 MARY SMITH BOARD MEMBER 1.00 X 0 0 0 RAE ANN SMITH BOARD MEMBER 1.00 X 0 0 0 RAFAEL SALAZAR II BOARD MEMBER 1.00 X 0 0 0 JILLIAM BOERSTLER BOARD MEMBER 1.00 X 0 0 0 RACHEL GALANT BOARD MEMBER 1.00 X 0 0 0 LAUREN GRAY BOARD MEMBER 1.00 X 0 0 0 ALLAN FREEDMAN COO 40.00 X 263566 0 40367 MEHUL PATEL DIRECTOR OF IT 40.00 X 214528 0 31092 SHAUN CONWAY SR. DIR., EXTERNAL AND REG 40.00 X 188486 0 33731 MARGARET BENT MANAGING DIR., COMPETENCY 40.00 X 187015 0 31990 JENNIFER GREGORY DIRECTOR OF ACCOUNTING 40.00 X 185636 0 19053 ELIZABETH WAGONSELLER DIRECTOR OF CREDENTIALING SERVICES 40.00 X 164615 0 24447 2235038 0 226426 7 0 1 0 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 2325953 PROMETRIC INC 1501 S CLINTON STREET SUITE 1200 BALTIMORE MD 21224 TESTING ADMINISTRATION 1139062 PROQUEST LLC 6216 PAYSPHERE CIRCLE CHICAGO IL 60674 TESTING DEVELOPMENT 540401 SCANTRON PO BOX 93038 CHICAGO IL 60673 TESTING DEVELOPMENT 432036 CARCO GROUP INC PO BOX 36460 NEWARK NJ 07188 BACKGROUND CHECKS 236182 5 EXAM FEES 611430 7538575 7538575 RENEWAL FEES 611430 4382765 4382765 ASPIRE TOOLS 611430 1087571 1087571 SCORE TRANSFERS 611430 292360 292360 INTERNATIONAL FEES 611430 120750 120750 177853 177853 13599874 1438400 1438400 331365 576702 -245337 -245337 -245337 5613526 4423033 1190493 1190493 1190493 15983430 13599874 0 2383556 105000 1380870 3985508 353378 365561 339852 4483 148176 23300 38097 10924 50756 874855 246557 891887 86542 EXAMINATION 1848551 OTHER CREDENTIALING EXP 751023 CERTIFICATION RENEWAL 605442 PRACTICE EXAMINATION 488654 525718 13125134 6614545 5789522 1792195 1792402 84910 162697 503363 971160 9651565 1233080 8391481 8418485 42870787 48000990 1964503 2392477 62221784 67527733 2204660 1889751 1410159 1590920 23879 29463 3638698 3510134 X 58583086 64017599 58583086 64017599 62221784 67527733 2858296 2576217 0 X X 0 1 X 1 0 1914095 1914095 4466222 467617 3998605 2674626 302641 2371985 229431 147422 82009 367191 315400 51791 8418485 SECURITIES & OTHER INVESTMENTS 48000990 F 48000990 TENANT SECURITY DEPOSITS 29463 29463 X 19098252 2576217 576702 3152919 15945333 38097 38097 15983430 13663739 576702 576702 13087037 38097 38097 13125134 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(6) AND ITS DETERMINATION THAT IT HAS NO UNRELATED BUSINESS INCOME AS TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. INCOME TAX YEARS ENDED PRIOR TO DECEMBER 31, 2017 ARE NO LONGER SUBJECT TO AUDIT BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1 THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION 12300 TWINBROOK PKWY SUITE 520 ROCKVILLE MD 20852 136189382 501(C)(3) 100000 INTERVENTION RESEARCH PROJECTS COLORADO STATE UNIVERSITY 1573 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 501(C)(3) 5000 2020 OT SUMMIT OF SCHOLARS CONFERENCE SPONSORSHIP 2 PART I, LINE 2: AMOUNTS GIVEN WERE FOR SPECIFIC PURPOSES, NOT GRANTS, SO NO CONTINUOUS MONITORING X X X X 0 0 0 PAUL GRACE PRESIDENT/CEO 1031192 0 0 0 0 0 27075 0 18671 0 1076938 0 0 0 ALLAN FREEDMAN COO 263566 0 0 0 0 0 25039 0 15328 0 303933 0 0 0 MEHUL PATEL DIRECTOR OF IT 214528 0 0 0 0 0 21798 0 9294 0 245620 0 0 0 SHAUN CONWAY SR. DIR., EXTERNAL AND REG 188486 0 0 0 0 0 17906 0 15825 0 222217 0 0 0 MARGARET BENT MANAGING DIR., COMPETENCY 187015 0 0 0 0 0 17813 0 14177 0 219005 0 0 0 JENNIFER GREGORY DIRECTOR OF ACCOUNTING 185636 0 0 0 0 0 17635 0 1418 0 204689 0 0 0 ELIZABETH WAGONSELLER DIRECTOR OF CREDENTIALING SERVICES 164615 0 0 0 0 0 15638 0 8809 0 189062 0 0 0 PART I, LINE 3 A THIRD-PARTY COMPANY SPECIALIZING IN COMPENSATION REVIEWS IS CONTRACTED ON AN ANNUAL BASIS TO REVIEW AND REPORT ON THE COMPENSATION OF THE CEO. THEY DO THIS BY COMPARING THE COMPENSATION TO COMPARABLE POSITIONS IN THE INDUSTRY. THE REPORT IS WRITTEN FOR THE BOARD COMMITTEE WHICH THEN SETS THE NEW ANNUAL CONTRACT WITH THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE CEO, EVP AND DIRECTOR OF ACCOUNTING, ANY ISSUES ARE COMMUNICATED TO THE TREASURER ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE OUTSIDE LEGAL FIRM MONITORS THE CONFLICT OF INTEREST POLICY FOR THE ORGANIZATION. FORMS ARE UPDATED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A A THIRD-PARTY COMPANY SPECIALIZING IN COMPENSATION REVIEWS IS CONTRACTED WITH ON AN ANNUAL BASIS TO REVIEW AND REPORT ON THE COMPENSATION OF THE CEO. THEY DO THIS BY COMPARING THE COMPENSATION TO COMPARABLE POSITIONS IN THE INDUSTRY. THE REPORT IS WRITTEN FOR THE BOARD COMMITTEE THAT THEN SETS THE NEW ANNUAL CONTRACT WITH THE CEO. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATIONS DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE CEO AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CEO AND BOARD OF DIRECTORS. PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE CURRENT TAX YEAR. 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