2018-06-27T11:53:30-05:00 2017-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-01-01 112760706 NATIONAL CERTIFICATION COMMISSION FOR ACUPUNCTURE AND ORIENTAL MEDICINE NATI 2023811114 2025 M STREET NW NO 800 WASHINGTON DC 20036 DR KORY WARD-COOK CHIEF EXECUTIVE OFFICER 2023811114 2018-06-27 1 JAMES LARSON CPA P01329561 3019519090 2017 2022-09-23 18:48:47Z X DR KORY WARD-COOK 2025 M STREET NW NO 800 WASHINGTON DC 20036 4368101 0 X WWW.NCCAOM.ORG X 1982 DC SEE PART III, LINE 1. 9 9 19 50 2852 0 0 25000 4018166 3754495 98334 150470 22984 7367 4139484 3937332 0 28500 0 0 1828335 1854193 0 0 0 2172515 2571660 4000850 4454353 138634 -517021 5110425 4919955 751387 838603 4359038 4081352 X TO ASSURE THE SAFETY AND WELL-BEING OF THE PUBLIC AND TO ADVANCE THE PROFESSIONAL PRACTICE OF ACUPUNCTURE AND ORIENTAL MEDICINE BY ESTABLISHING AND PROMOTING NATIONAL EVIDENCE-BASED STANDARDS OF COMPETENCE AND CREDENTIALING. 0 0 AS A PART OF ITS MISSION, THE NCCAOM IS DEDICATED TO PROMOTING NATIONALLY ACCREDITED CERTIFICATION PROGRAMS AND CERTIFIED PRACTITIONERS (DIPLOMATES) TO CONSUMERS AND THE PUBLIC. NCCAOM ACCOMPLISHES THIS BY ADVOCATING FOR DIPLOMATES AND BY CONTINUOUSLY OFFERING CUSTOMIZED SERVICES FOR DIPLOMATES TO PROMOTE THEIR CERTIFICATION, SUCH AS MARKETING AND CONSUMER BROCHURES, PRESS PACKETS, STATISTICS ABOUT THE PROFESSION AND ONLINE CONTINUING EDUCATION COURSES. THESE TOOLS EMPOWER DIPLOMATES TO BETTER INFORM CONSUMERS ABOUT THE BENEFITS OF CHOOSING AN NCCAOM CERTIFIED PRACTITIONER. IN RECENT YEARS, THE NCCAOM HAS ALSO WORKED DIRECTLY WITH FEDERAL GOVERNMENT AGENCIES TO ESTABLISH RECOGNITION OF ITS CERTIFICATION PROGRAMS AND ITS DIPLOMATES IN THE FEDERAL (CONTINUED ON SCHEDULE O) AREA, A VERY IMPORTANT ASPECT OF ITS MISSION. THIS INCLUDES PROVIDING SUPPORTING DATA TO THE BUREAU OF LABOR AND STATISTICS FOR THE CREATION OF A DISTINCT JOB CLASSIFICATION CODE FOR ACUPUNCTURISTS IN THE OCCUPATION OUTLOOK HANDBOOK. NCCAOM IS THE ONLY NATIONAL ORGANIZATION THAT PROVIDES ENTRY CERTIFICATION FOR THE PRACTICE OF ACUPUNCTURE AND ORIENTAL MEDICINE. NCCAOM CERTIFICATION AND/OR THE PASSING OF THE NCCAOM CERTIFICATION EXAMINATION(S) ARE RECOGNIZED FOR LICENSURE BY 47 STATES, INCLUDING THE DISTRICT OF COLUMBIA, (WHICH REPRESENTS 98 PERCENT OF THE STATES THAT REGULATE ACUPUNCTURE). SINCE THE ORGANIZATION'S INCEPTION, THE NCCAOM HAS ISSUED MORE THAN 31,000 CERTIFICATES IN ACUPUNCTURE, ORIENTAL MEDICINE, CHINESE HERBOLOGY AND ASIAN BODYWORK THERAPY. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 19 1 1 1 0 0 0 0 0 X 9 9 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DANIEL CASTRO 2023811114 2025 M STREET NW NO 800 WASHINGTON DC 20036 X FRANCES AFUA BROMLEY CHAIR 25.00 X X 6900 0 0 EUGENE LONDON VICE CHAIR 15.00 X X 1050 0 0 DAVID CANZONE SEE SCHEDULE O VICE CHAIR (THROUGH 02/17) 15.00 X X 12950 0 0 CARL JEW SECRETARY 15.00 X X 1800 0 0 JAN STE GERMAINE SECRETARY (THROUGH 02/17) 20.00 X X 600 0 0 STEVEN KAZMIERCZAK TREASURER 20.00 X X 1950 0 0 ZONGLAN XU COMMISSIONER 10.00 X 4000 0 0 DENISE HSU COMMISSIONER 10.00 X 2950 0 0 MATTHEW STANLEY COMMISSIONER (BEG. 02/17) 10.00 X 2700 0 0 JANET ZAND COMMISSIONER (BEG. 02/17) 10.00 X 3100 0 0 IMAN MAJD COMMISSIONER 10.00 X 4850 0 0 KORY WARD-COOK CEO 40.00 X 259774 0 24262 MINA LARSON EXECUTIVE DEPUTY DIRECTOR 40.00 X 175976 0 38138 IRENE BASORE DIRECTOR FINANCE & ADMINISTRATION 40.00 X 119855 0 26348 PAMELA FROMMELT CERT. EXAM DEV'L & ASMT SPECIALIST 40.00 X 115757 0 34609 OLGA COX COMM. & CUSTOMER RELATIONS DIRECTOR 40.00 X 100198 0 14184 RACHAEL TAN CRED. & TESTING DIRECTOR 40.00 X 105923 0 5866 920333 0 143407 6 0 1 0 PEARSON VUE 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 EXAM ADMINISTRATION SERVICES 437559 SMITHBUCKLIN CORPORATION 330 NORTH WABASH AVE SUITE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 407125 FORTUNE MINDS 7000 PARKWOOD BLVD SUITE B400 FRISCO TX 75034 CLOUD INTEGRATION SERVICES 100320 3 25000 25000 EXAM AND RELATED FEES 611430 3543145 3543145 PROFESSIONAL DVLPT 611430 201500 201500 PUBLICATION REVENUES 611430 9775 9775 STUDY GUIDE 900099 75 75 3754495 77732 77732 4590 2852 1738 500000 3507 426309 4460 73691 -953 72738 72738 MISCELLANEOUS 900099 2777 2777 2777 3937332 3754495 2852 154985 X 28500 326886 1126024 70750 223839 106694 41344 28810 17600 1003675 119377 127653 202575 121921 213278 349 446259 54203 SOFTWARE LICENSES 113567 CREDIT CARD PROC. FEES 46486 DUES & SUBSCRIPTIONS 14303 TAXES AND LICENSES 10682 9578 4454353 386632 68835 249593 65754 349790 402331 22349 49174 1003390 525484 366744 477906 2980916 2837050 7786 7786 746615 1011119 5110425 4919955 389182 466960 308380 335780 53825 35863 751387 838603 X 4359038 4081352 4359038 4081352 5110425 4919955 -517021 239335 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 620144 415721 204423 383246 109763 273483 477906 DEPOSITS 31114 CAPITALIZED EXAM DEVELOPMENT COSTS 980005 1011119 DEFERRED RENT 32224 CAPITAL LEASE 3639 35863 X 4159067 239335 239335 3919732 17600 17600 3937332 4436753 0 4436753 17600 17600 4454353 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, THE COMMISSION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 WYOMING ACUPUNCTURE SOCIETY 150 CHASE DRIVE LANDER WY 82520 473313940 501(C)(6) 15000 SUPPORT THE EFFORTS TO ENACT REGULATIONS FOR THE SAFE PRACTICE OF ACUPUNCTURE IN THE STATE OF WYOMING. KANSAS ASSOCIATION OF ORIENTAL MEDICINE 20622 NALL AVENUE STILWELL KS 66085 900646476 501(C)(3) 8000 SUPPORT THE ASSOCIATION'S EFFORTS TO REFINE THE RULES AND REGULATIONS THAT WILL DEFINE SAFE PRACTICE OF THE ACUPUNCTURE PROFESSION IN KANSAS. 1 1 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT POTENTIAL GRANTEES SPECIFY THE AMOUNT REQUESTED, AND DISCLOSE HOW THE FUNDS WILL BE USED AND WHO WILL BENEFIT FROM THE GRANT. GRANTEES MUST ALSO PROVIDE COPIES OF THE PUBLIC RECOGNITION GIVEN TO NCCAOM, AS WELL AS PROVIDE A BRIEF SURVEY TO ATTENDEES AT EVENTS SUPPORTED BY THESE GRANTS. X X X 0 0 0 KORY WARD-COOK CEO 254774 0 5000 0 0 0 15676 0 8586 0 284036 0 0 0 MINA LARSON EXECUTIVE DEPUTY DIRECTOR 174476 0 1500 0 0 0 10862 0 27276 0 214114 0 0 0 PAMELA FROMMELT CERT. EXAM DEV'L & ASMT SPECIALIST 115757 0 0 0 0 0 7333 0 27276 0 150366 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED IT BYLAWS IN FEBRUARY 2017 TO REMOVE THE RECERTIFICATION COMMITTEE AS A STANDING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 ALL NCCAOM DIPLOMATES ARE AUTOMATICALLY MEMBERS OF THE ACADEMY AND REMAIN MEMBERS SO LONG AS THEY ARE DIPLOMATES IN GOOD STANDING AND THEY DO NOT OPT OUT OF MEMBERSHIP IN THE ACADEMY. MEMBERS ARE ELIGIBLE TO SERVE ON THE ACADEMY BOARD OR TO PARTICIPATE IN STANDING OR SPECIAL COMMITTEES OF THE MEMBERSHIP, AS APPOINTED OR SELECTED ACCORDING TO THE POLICIES OF THE ACADEMY AND THE NCCAOM. MEMBERS MAY VOTE ON ACADEMY MATTERS ONLY AS PROVIDED IN THE CHARTER OR WHEN OTHERWISE REQUESTED TO DO SO BY THE ACADEMY BOARD WITH THE ASSENT OF THE NCCAOM BOARD OF COMMISSIONERS. MEETINGS OF THE MEMBERSHIP MAY BE CALLED BY THE ACADEMY BOARD AND HELD AT THE TIME AND PLACE SPECIFIED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE CPA FIRM PREPARES THE FORM 990. THE CEO AND DIRECTOR OF FINANCE & ADMINISTRATION THEN REVIEW THE DRAFT. A COPY OF THE DRAFT IS ALSO PLACED ON A SECURE WEBSITE FOR ALL OFFICERS AND COMMISSIONERS TO REVIEW AS PART OF THE AGENDA FOR THE NEXT BOARD MEETING. THE BOARD VOTES ON THE APPROVAL OF THE FORM 990 AS IS OR WITH EDITS. THE OUTSIDE CPA FIRM MAKES CHANGES, AS NEEDED, AND PROVIDES THE FINAL FORM 990 TO THE CEO TO SIGN AND FILE WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONDUCTS ANNUAL REVIEWS IN WHICH POTENTIAL CONFLICTS ARE REFERRED TO THE EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST EXISTS, THE COMMISSIONER IS REQUESTED TO EITHER TERMINATE THE RELATIONSHIP OR STEP DOWN AS COMMISSIONER. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS NEGOTIATED BY AND BETWEEN THE CEO AND THE BOARD OF COMMISSIONERS. IT IS BASED ON PERFORMANCE AND COMPARATIVE PAY RATES FOR SIMILAR POSITIONS IN THE INDUSTRY. THE CURRENT CEO IS SERVING UNDER A CONTRACT WITH A ONE-YEAR AUTOMATIC RENEWAL. THE BOARD REVIEWS PUBLISHED COMPENSATION SURVEYS, OUTSIDE BENCHMARKS, AND FACTORS IN OTHER INFORMATION, SUCH AS EXPERIENCE IN THE INDUSTRY AND ADDITIONAL QUALIFICATIONS. THE BOARD APPROVES AN ANNUAL BUDGET THAT INCLUDES A LINE ITEM FOR TOTAL STAFF SALARIES, WHICH INCLUDES COMPENSATION FOR THE CEO. THE MOST RECENT COMPENSATION REVIEW WAS COMPLETED IN JUNE 2017. THE COMPENSATION FOR KEY EMPLOYEES IS SET BY THE CHIEF EXECUTIVE OFFICER (CEO) WITH INPUT FROM AN OUTSIDE HRO. SALARIES ARE BASED ON ANNUAL PERFORMANCE REVIEWS, BENCHMARKING TO INDUSTRY STANDARDS USING PUBLISHED COMPENSATION SURVEYS, AND RELEVANT INDUSTRY DATA FOR COMPARISON. THE BOARD APPROVES COMPENSATION AMOUNTS BY APPROVING AN ANNUAL BUDGET WHICH INCLUDES A LINE ITEM FOR TOTAL STAFF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 NCCAOM MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE AUDITED STATEMENT OF ACTIVITIES ARE PUBLISHED IN THE ANNUAL REPORT OF THE DIPLOMATE NEWSLETTER, WHICH IS AVAILABLE TO ALL DIPLOMATES AND POSTED ON THE NCCAOM WEBSITE FOR PUBLIC VIEWING. FORM 990, PART VII, SECTION A: DIRECTORS AND OFFICERS ARE COMPENSATED AN HONORARIUM FOR THE DAYS IN WHICH THEY REPRESENTED NCCAOM AT A MEETING OR FUNCTION. A POLICY EXISTS EXPLAINING HONORARIUMS. EMPLOYEES' COMPENSATION REPRESENTS SALARIES PAID AS EMPLOYEES OF NCCAOM. DURING 2017, DAVID CANZONE'S COMPENSATION INCLUDES HONORARIUMS PAID AND PAYMENTS MADE TO HIM AS A CONTRACTOR FOR NCCAOM. FORM 990, PART IX, LINE 11G EXAM ADMINISTRATION SERVICES 843,087. TEMPORARY SERVICES 5,018. PUBLIC RELATIONS FIRM 120,441. BOARD TRAINING CONSULTANT 10,037. OTHER INDEPENDENT CONTRACTORS 25,092.