2017-04-05T09:14:32-05:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2015-10-01 362213239 NATIONAL COURT REPORTERS ASSOCIATION NATI 7035566272 12030 SUNRISE VALLEY DRIVE NO 400 RESTON VA 20191 MICHAEL NELSON EXECUTIVE DIRECTOR & CEO 7035566272 2017-04-02 1 YUNG-HEE GALLINARO P00035293 5712279500 2015 2021-01-29 14:40:06Z MICHAEL NELSON 12030 SUNRISE VALLEY DRIVE NO 400 RESTON VA 20191 6334874 0 X NCRA.ORG X 1904 DC NCRA PROMOTES EXCELLENCE AMONG THOSE WHO CAPTURE AND CONVERT THE SPOKEN WORD TO TEXT AND IS COMMITTED TO SUPPORTING EVERY MEMBER IN ACHIEVING THE HIGHEST LEVEL OF PROFESSIONAL EXPERTISE. 14 14 38 176 499698 -8288 0 0 6156085 5563617 2961781 50217 170698 155598 9288564 5769432 3000 3000 0 0 2875417 3157345 0 0 0 4169675 3447779 7048092 6608124 2240472 -838692 7544559 7385396 2152384 2520477 5392175 4864919 X NCRA PROMOTES EXCELLENCE AMONG THOSE WHO CAPTURE AND CONVERT THE SPOKEN WORD TO TEXT AND IS COMMITTED TO SUPPORTING EVERY MEMBER IN ACHIEVING THE HIGHEST LEVEL OF PROFESSIONAL EXPERTISE. 0 0 PROFESSIONAL DEVELOPMENT/EDUCATION: NCRA CERTIFICATIONS HAVE SET THE STANDARD FOR EXCELLENCE SINCE 1937. THAT YEAR, OUR FIRST CERTIFICATION PROGRAM WAS ESTABLISHED TO INDIVIDUALLY RECOGNIZE THE COMPETENCE OF COURT REPORTERS. IN THE FIRST YEAR, 27 REPORTERS PASSED THE FIRST EXAM, ESTABLISHING THEMSELVES A "CERTIFIED PROFESSIONAL OR CP. NCRA'S CURRENT-DAY CERTIFICATION PROGRAM NOW HAS THREE TIERS OF ACHIEVEMENT AND PROUDLY CLAIMS NEARLY 9,000 REGISTERED PROFESSIONAL REPORTERS (RPR), THE UPDATED EQUIVALENT OF THE CP. OVER 2,000 REPORTERS HAVE EARNED THE NEXT LEVEL OF CERTIFICATION, THE REGISTERED MERIT REPORTER (RMR), AND OVER 450 HAVE BECOME A REGISTERED DIPLOMATIC REPORTER (RDR). OVER THE YEARS, NCRA HAS ESTABLISHED SEVEN MORE CERTIFICATION PROGRAMS AND TWO CERTIFICATE PROGRAMS: CERTIFIED REALTIME REPORTER (CRR), CERTIFIED BROADCAST CAPTIONER (CBC), CERTIFIED CART PROVIDER (CCP), CERTIFIED LEGAL VIDEO SPECIALIST (CLVS), CERTIFIED REPORTING INSTRUCTOR (CRI), MASTER CERTIFIED REPORTING INSTRUCTOR (MCRI), CERTIFIED PROGRAM EVALUATOR (CPE), TRIAL PRESENTATION PROFESSIONAL, AND REALTIME SYSTEMS ADMINISTRATOR. NCRA ALSO CONDUCTS A NATIONALLY RECOGNIZED CONTINUING EDUCATION PROGRAM, ACCREDITED BY THE AMERICAN COUNCIL ON CONTINUING EDUCATION AND TRAINING (ACCET). IN ADDITION, NCRA STRIVES TO MEET THE STANDARDS SET FORTH BY THE NATIONAL COMMISSION ON COMPETENCY ASSURANCE (NCCA), WHICH IS THE ACCREDITING ARM OF THE INSTITUTE OF CREDENTIALING EXCELLENCE (ICE). COMMUNICATIONS, DIGITAL PUBLICATIONS, SOCIAL MEDIA, AND WEBSITE: NCRA PUBLISHES A WEALTH OF INFORMATION FOR THE ADVANCEMENT OF THE PROFESSION AND ALSO HOSTS SEVERAL WEBSITES INCLUDING A PRIMARY WEBSITE, A STUDENT OUTREACH SITE, A MEMBERSHIP RECRUITMENT SITE, AND A PUBLICLY AVAILABLE MAGAZINE WEBSITE TO PROVIDE EDUCATIONAL RESOURCES. FURTHER, THE ASSOCIATION MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE OVER VARIOUS PLATFORMS, WHICH PERMITS MEMBERS TO EXCHANGE KNOWLEDGE AND IDEAS. MEMBERSHIP: NCRA PROVIDES NUMEROUS BENEFITS TO ITS MEMBERS TO ENABLE THEM TO ADVANCE THEMSELVES AND THE PROFESSION IN GENERAL, RANGING FROM EDUCATIONAL RESOURCES TO PROGRAMS THAT ENHANCE BUSINESS. CONVENTION/MEETINGS: NCRA'S ANNUAL SEMINARS PROVIDE MEMBERS WITH MANY EDUCATIONAL SESSIONS AND PARTICIPATORY FORUMS TO ADVANCE THEIR KNOWLEDGE IN THE PROFESSION. IN ADDITION, THE ANNUAL MEETING FEATURES EXHIBITS OF EQUIPMENT AND SERVICES. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 37 0 38 1 1 1 0 0 0 1 1 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL NELSON 7035566272 12030 SUNRISE VALLEY DRIVE NO 400 RESTON VA 20191 STEPHEN A ZINONE DIRECTOR 8.00 X X 0 0 0 NATIVA WOOD OFFICER 8.00 X X 0 0 0 DOREEN SUTTON DIRECTOR 8.00 1.00 X X 0 0 0 CHRISTINE WILLETTE OFFICER 8.00 X X 0 0 0 KERRY ANDERSON DIRECTOR 2.00 X 0 0 0 ANNE BOWLINE DIRECTOR 2.00 X 0 0 0 DEBBIE DIBBLE OFFICER 8.00 1.00 X 0 0 0 RICK E LEVY DIRECTOR 2.00 X 0 0 0 LINDA K MCSWAIN DIRECTOR 2.00 X 0 0 0 MICHAEL MILLER DIRECTOR 2.00 X 0 0 0 JENNIFER SATI DIRECTOR 2.00 X 0 0 0 SUE A TERRY OFFICER 8.00 X 0 0 0 MICHELE YORK DIRECTOR 2.00 X 0 0 0 CHRISTINE PHIPPS DIRECTOR 2.00 X 0 0 0 KRISTIN M ANDERSON DIRECTOR 2.00 X 0 0 0 R MAX CURRY DIRECTOR 2.00 X 0 0 0 WENDEL R STEWART SENIOR DIRECTOR, FINANCE A 50.00 X 170866 0 30263 MICHAEL NELSON EXECUTIVE DIR & CEO 49.00 1.00 X 148101 0 832 IRENE L CAHILL DIR. INFO SVCS & RESEARCH 37.50 X 110829 0 17630 BJ SHORAK NCRF DEPUTY EXECUTIVE DIRE 1.00 50.00 X 0 121804 19764 ROBIN ROHRBACK DIR. HUMAN RESOURCES & ADMIN 37.50 X 100636 0 21293 530432 121804 89782 4 0 1 0 BOGNET CONSTRUCTION 2884 OLD COURTHOUSE ROAD VIENNA VA 22182 OFFICE CONSTRUCTION SERVICE 546081 TATE & TRYON 2021 L ST NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING SERVICES 241353 ALL COVERED DEPT 33163 PO BOX 39000 SAN FRANCISCO CA 94139 INFORMATION TECHNOLOGY SERVICE 211034 EXECUTIVE PUBLISHING 900 A SOUTH MAIN STREET SUITE 103 BEL AIR MD 21014 ADVERTISING SALES REPS 202615 RR DONNELLEY PO BOX 730216 DALLAS TX 75373 PUBLISHING SERVICES 157807 11 MEMBER DUES 900004 3348326 3348326 PROFESSIONAL DEVELOPME 900004 951506 951506 MID YEAR MEETING AND C 900004 664676 652876 11800 COMMUNICATIONS 900004 434283 434283 PUBLICATIONS 900004 102681 102681 62145 8530 53615 5563617 87485 87485 155598 155598 526817 1357 563692 1750 -36875 -393 -37268 -37268 5769432 5063919 499698 205815 X 3000 448104 1992649 134791 392211 189590 27562 172944 144514 25602 825381 273924 209150 185163 -55 242854 86217 525688 132837 53948 PRINTING AND PUBLICATIO 281832 BANK PROCESSING FEES 124178 PUBLICATIONS AND PRODUC 59883 REPAIRS AND MAINTENANCE 37754 38403 6608124 262 262 888505 497452 212066 173952 47174 47703 223455 160294 2741595 1771696 1007922 969899 2218981 4100489 2923667 1378089 22527 57256 7544559 7385396 487608 618367 837318 832057 827458 1070053 2152384 2520477 X 5392175 4864919 5392175 4864919 7544559 7385396 -838692 311436 0 X 0 1 X 1 0 NCRA PAC 12030 SUNRISE VALLEY DRIVE SUITE 4 RESTON VA 20191 541509157 0 0 0 3348113 129686 -1039148 -909462 33481 -942943 PART I-A, LINE 1 NCRA HAS A POLITICAL ACTION COMMITTE THROUGH WHICH IT INDIRECTLY ENGAGES IN POLITICAL ACTIVITIES. ALL CONTRIBUTIONS BY NCRA'S MEMBERS AND ALL CONTRIBUTIONS TO CANDIDATES ARE MADE DIRECTLY THROUGH THE PAC. NCRA PROVIDES SOME PERMITTED ADMINISTRATIVE SUPPORT FOR THE PAC, THE COST OF WHICH IS INCLUDED IN PART III-B, LINE 2 TO THE EXTENT IT IS MATERIAL. 912269 88852 823417 1829326 1682844 146482 969899 INVESTMENT IN NCRA SERVICE CORP 58200 C INVESTMENT IN HEDGE FUND 241426 F MONEY MARKET 485881 C CERTIFICATE OF DEPOSIT 592582 F 1378089 DEFERRED RENT 340676 TENANT ALLOWANCE LIABILITY 729377 1070053 X 6055266 311436 311436 5743830 25602 25602 5769432 6582522 0 6582522 25602 25602 6608124 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE TAXES OTHER THAN ON UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE PROVISIONS OF THE VIRGINIA TAX REGULATIONS. HOWEVER, THE ASSOCIATION GENERATED TAXABLE, UNRELATED BUSINESS INCOME DURING THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015, RELATED PRIMARILY TO ADVERTISING ASSOCIATED WITH THE JCR MAGAZINE AND MEMBER DIRECTORY. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X X X 0 0 0 WENDEL R STEWART SENIOR DIRECTOR, FINANCE A 143534 0 26500 0 832 0 12585 0 17678 0 201129 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE (EC) CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, S/T, AND THE IMMEDIATE PAST PRESIDENT. THE EXECUTIVE DIRECTOR SHALL SERVE AS A NONVOTING, EX OFFICIO OF THE EXECUTIVE COMMITTEE. THE EC SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY AND POWERS OF THE BOARD DURING INTERIM PERIODS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION SHALL BE OPEN TO INDIVIDUALS WHO SUBSCRIBE TO AND SUPPORT THE PURPOSE OF THE ASSOCIATION AND WHO MEET THE REQUIREMENTS FOR ONE OF THE CLASSES OF MEMBERSHIP. THEY ARE: PARTICIPATING MEMBERS - PERSONS WHO ARE SKILLED AND PRIMARILY ENGAGED IN THE VERBATIM STENOGRAPHIC REPORTING OF PROCEEDINGS BY THE USE OF SYMBOLS, MANUALLY OR BY STENOGRAPHIC MACHINE, AS AN OFFICIAL, FREELANCE REPORTER, CART PROVIDER, OR CAPTIONER. REGISTERED MEMBERS - ANY PARTICIPATING MEMBER WHO PASSES ONE OF THE ASSOCIATION'S CERTIFICATIONS OR WHO WAS A PROFESSIONAL MEMBER IN GOOD STANDING ON JULY 21, 1993. STUDENT MEMBERS - ANY STUDENT CONFIRMED TO BE ENROLLED IN A VERBATIM STENOGRAPHIC REPORTING OR SCOPING PROGRAM. HONORARY MEMBERS - ANY PERSON ATTAINED IN HIGH RANK IN THE REPORTING PROFESSION AS A PRACTIONER OF THE ART OF VERBATIM STENOGRAPHIC REPORTING, AS AN AUTHOR OF VERBATIM STENOGRAPHIC LITERATURE, OR AS A BENEFACTOR OF THE PROFESSION, BUT WHO IS NOT IN THE ACTIVE PRACTICE OF VERBATIM STENOGRAPHIC REPORTING. ASSOCIATE MEMBERS - ANY PARTICIPATING OR REGISTERED MEMBER IN GOOD STANDING ON RETIRING FROM ACTIVE PRACTICE OF VERBATIM STENOGRAPHIC REPORTING. A TEACHER OF VERBATIM STENOGRAPHIC REPORTING, OR ANY ONE CONNECTED IN AN OFFICIAL CAPACITY WITH A SCHOOL OR COLLEGE CONDUCTING A VERBATIM STENOGRAPHIC COURSE. RETIRED LIFETIME MEMBERS - ANY PARTICIPATING OR REGISTERED MEMBER IN GOOD STANDING WHO HAS PAID PARTICIPATING OR REGISTERED MEMBERS DUES FOR A PERIOD OF THIRTY (30) CONSECUTIVE YEARS (TWENTY (20) CONSECUTIVE YEARS FOR THOSE APPROVED PRIOR TO JULY 21, 1993) AND IS NO LONGER ENGAGED IN VERBATIM STENOGRAPHIC REPORTING. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS SHALL ELECT THE OFFICERS AND DIRECTORS AT THE ANNUAL MEETING. ONLY REGISTERED MEMBERS MAY HOLD AN ELECTIVE OFFICE. ONLY PARTICIPATING, REGISTERED AND RETIRED LIFETIME MEMBERS MAY VOTE. THE OFFICERS, PRESIDENT-ELECT, VICE PRESIDENT, SECRETARY-TREASURER, SHALL BE ELECTED EACH YEAR. THE PRESIDENT-ELECT AUTOMATICALLY BECOMES THE PRESIDENT. THE NINE DIRECTORS SERVE THREE YEAR TERMS. THERE ARE THREE CLASSES OF THREE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SOME ROUTINE ACTIONS OF THE BOARD OF DIRECTORS MUST BE APPROVED BY A VOTE OF THE MEMBERSHIP. HOWEVER, THERE IS A SPECIAL PROCEDURE UNDER THE CONSTITUTION AND BYLAWS WHEREBY THE MEMBERS MAY PETITION AND VOTE BY A TWO-THIRDS MAJORITY TO APPEAL AND OVERTURN ANY ACTION OR DECISION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY CLIFTONLARSONALLEN CPAS WITH THE ASSISTANCE OF STAFF. A COPY OF THE FORM 990 IS THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DIRECTORS, OFFICERS AND KEY EMPLOYEES PREPARE AND SIGN CONFLICT OF INTEREST STATEMENTS THAT ARE REVIEWED BY THE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST RELATES TO A BOARD MATTER, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND/OR THE VOTE AND THE MINUTES DOCUMENT THE CONFLICT OF INTEREST AND THE REASON FROM THE RECUSAL. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A COMPENSATION COMMITTEE THAT MEETS TO REVIEW AND APPROVE THE COMPENSATION POLICIES AND COMPENSATION PLANS FOR EXECUTIVE DIRECTOR AND CEO. IN ADDITION, OUTSOURCED COMPENSATION CONSULTANTS AND EXTERNAL DATA ARE UTILIZED TO PROVIDE AN INDEPENDENT ASSESSMENT. OFFICER AND KEY EMPLOYEE COMPENSATION PLANS ARE ALSO REVIEWED AND COMPARED TO COMPARABLE MARKET DATA, ENVIRONMENTAL CONDITIONS AND OTHER IMPACTFUL CRITERIA. IN ADDITION, OUTSOURCED COMPENSATION CONSULTANTS ARE UTILIZED TO PROVIDE AN INDEPENDENT ASSESSMENT. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, CONSTITUTION & BYLAWS AND OTHER GOVERNING DOCUMENTS ARE LOCATED ON NCRA'S WEBPAGE AT WWW.NCRA.ORG. ADDITIONAL INFORMATION MAY BE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G ARTWORK AND PHOTOGRAPHY 57,033. EXAMINATION SERVICES 169,648. OTHER PROFESSIONAL FEES 598,700. NCRA FOUNDATION 12030 SUNRISE VALLEY DRIVE SUITE 40 RESTON VA 20191 541153729 SUPPORT REPORTING & CAPTIONING PROFESSIONALS WITH PHILANTHROPIC ACTIVITIES. VA 501(C)(3) LINE 11A, I YES 1 NCRA PAC 12030 SUNRISE VALLEY DRIVE SUITE 40 RESTON VA 20191 541509157 POLITICAL ACTION COMMITTEE VA 527 YES 1 NCRA SERVICE CORPORATION 12030 SUNRISE VALLEY DRIVE SUITE 40 RESTON VA 20191 541826672 MARKETING DE YES C 0.75000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 NCRA FOUNDATION O 154990 CASH VALUATION NCRA FOUNDATION P 38393 CASH VALUATION