2018-08-13T09:44:47-05:00 2017-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2017-01-01 521620299 NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY INC NATI 3019907979 ONE BANK STREET NO 300 GAITHERSBURG MD 208781555 PAUL GRACE PRESIDENT/CEO 3019907979 2018-08-07 1 STEVEN M BRAUNSTEIN P00086901 3016526700 2017 2022-09-23 18:48:47Z X PAUL GRACE ONE BANK STREET NO 300 GAITHERSBURG MD 208781555 19178174 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 OR THE CERTIFICATION OF OCCUPATIONAL THERAPY PRACTITIONERS. 17 17 45 132 0 0 0 0 13237778 15442568 270295 1819763 4640 -198338 13512713 17063993 110000 171761 0 0 4721605 4579753 0 0 0 7793950 8259912 12625555 13011426 887158 4052567 52154107 58468072 1098465 1221431 51055642 57246641 THE MISSION OF THE NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY 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 1 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 16 0 1 45 0 0 0 0 0 0 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 DENNIS TOBIN CHAIRPERSON 1.00 X X 0 0 0 SHEILA BAXTER BOARD MEMBER 1.00 X 0 0 0 DEE BERLINE VICE CHAIRPERSON 1.00 X X 0 0 0 KATE DECLEENE HUBER BOARD MEMBER 1.00 X 0 0 0 JOANNE FOSS BOARD MEMBER 1.00 X 0 0 0 MACK HILL SECRETARY/TREASURER 1.00 X X 0 0 0 PAMELA RICHARDSON BOARD MEMBER 1.00 X 0 0 0 GEORGE TOMLIN BOARD MEMBER 1.00 X 0 0 0 BEN WALL BOARD MEMBER 1.00 X 0 0 0 AUDREY WILSON-ALSTON BOARD MEMBER 1.00 X 0 0 0 CESAR CESPEDES BOARD MEMBER 1.00 X 0 0 0 ANN GLORE 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 KARL YORDY BOARD MEMBER 1.00 X 0 0 0 BRITTANY CURTIS BOARD MEMBER 1.00 X 0 0 0 PAUL GRACE PRESIDENT/CEO 40.00 X 629526 0 43225 ALLAN FREEDMAN COO 40.00 X 252278 0 37756 SHAUN CONWAY SENIOR DIRECTOR, EXTERNAL AND REGULATORY AFFAIRS 40.00 X 153814 0 28765 MARGARET BENT MANAGING DIRECTOR, COMPETENCY ASSESSMENT 40.00 X 157464 0 27856 ASEEM SHARMA DIRECTOR, IT 40.00 X 185216 0 27538 MEHUL PATEL IT DEVELOPER 40.00 X 168072 0 25548 PATRICIA HEETER SENIOR DIRECTOR, COMPETENCY ASSESSMENT 40.00 X 136990 0 14708 1683360 0 205396 7 0 1 0 CAMSON CONSTRUCTION INC ONE BANK STREET SUITE 250 GAITHERSBURG MD 20878 CONSTRUCTION SERVICES 1673178 PROMETRIC INC 1501 S CLINTON STREET SUITE 1200 BALTIMORE MD 21224 TESTING SERVICES 1616895 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 1178000 CASTLE INC 900 PERIMETER PARK DRIVE SUITE G MORRISVILLE NC 27560 TESTING DEVELOPMENT 523727 LDG ARCHITECTURE AND DESIGN PLLC 1493 CHAIN BRIDGE ROAD SUITE 302 MCLEAN VA 22101 ARCHITECTURE DESIGN 198985 7 EXAM FEES 611430 9252660 9252660 RENEWAL FEES 611430 4012470 4012470 SCORE TRANSFERS 611430 799360 799360 ASPIRE TOOLS 611430 719192 719192 EXAM CONFIRMATION LETTER 611430 221990 221990 436896 436896 15442568 1427056 1427056 403550 601888 -198338 -198338 -198338 1905000 1512293 392707 392707 392707 17063993 15442568 0 1621425 X 171761 962785 2815620 234834 315653 250861 161739 223929 876537 294199 732170 1840312 90786 EXAMINATION 2133617 OTHER CREDENTIALING EXP 730523 CERTIFICATION RENEWAL 467451 MARKETING, PR AND REGUL 383558 325091 13011426 4801673 6294675 1790535 1791227 3596 1149 497566 461975 8893905 443190 6546805 8450715 34552292 38480295 3961640 2988036 52154107 58468072 1074586 1197552 23879 23879 1098465 1221431 X 51055642 57246641 51055642 57246641 52154107 58468072 4052567 2138432 0 X X 0 1 X 1 0 1914095 1914095 4466222 124062 4342160 2058833 15154 2043679 166533 71722 94811 288222 232252 55970 8450715 SECURITIES & OTHER INVESTMENTS 38480295 F 38480295 SOFTWARE AND WEBSITE DEVELOPMENT 2960178 SECURITY DEPOSIT 27858 2988036 TENANT SECURITY DEPOSITS 23879 23879 X 19804313 2138432 601888 2740320 17063993 0 17063993 13613314 601888 601888 13011426 0 13011426 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, 2014 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 6917 EAST LANE BETHESDA MD 20814 136189382 501(C)(3) 100000 INTERVENTION RESEARCH PROJECTS THE UNIVERSITY OF FLORIDA POST DOC PROJECT 6917 EAST LANE BETHESDA MD 20814 596002052 501(C)(3) 71761 DEVELOPMENT OF EVIDENCE-BASED PRACTICE COMPETENCIES FOR OCCUPATIONAL THERAPY PART I, LINE 2: AMOUNTS GIVEN WERE FOR SPECIFIC PURPOSES, NOT GRANTS, SO NO CONTINUOUS MONITORING X 1 1 X X X X 0 0 0 PAUL GRACE PRESIDENT/CEO 510680 0 105000 0 13846 0 25650 0 17575 0 672751 0 0 0 ALLAN FREEDMAN COO 240353 0 11925 0 0 0 23790 0 13966 0 290034 0 0 0 SHAUN CONWAY SENIOR DIRECTOR, EXTERNAL AND REGULA 153814 0 0 0 0 0 14452 0 14313 0 182579 0 0 0 MARGARET BENT MANAGING DIRECTOR, COMPETENCY ASSESS 157464 0 0 0 0 0 15004 0 12851 0 185319 0 0 0 ASEEM SHARMA DIRECTOR, IT 182550 0 2666 0 0 0 18208 0 9330 0 212754 0 0 0 MEHUL PATEL IT DEVELOPER 165423 0 2649 0 0 0 16548 0 9001 0 193621 0 0 0 PATRICIA HEETER SENIOR DIRECTOR, COMPETENCY ASSESSME 136990 0 0 0 0 0 13014 0 0 0 150004 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE ENDED DURING 2017. PART I, LINE 3 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 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. FORM 990, PART IX, LINE 24E LOSS ON DISPOSAL OF PP&E AND SOFTWARE 157,470. CORPORATE EXPENSES 36,066. BANK SERVICE FEE 31,906. PROFESSIONAL DEVELOPMENT 31,508. PRACTICE EXAMINATION 26,422. TELEPHONE 20,664. OTHER EXPENSES 12,507. DUES AND SUBSCRIPTIONS 8,548. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OT PROVIDERS LLC ONE BANK STREET SUITE 300 GAITHERSBURG MD 20878 INVESTMENT IN BUILDING MD 403550 6297462 NBCOT OWNS 100