2017-07-11T13:54:48-05:00 2016-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2016-01-01 521620299 NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY INC NATI 3019907979 12 S SUMMIT AVENUE NO 100 GAITHERSBURG MD 208772090 PAUL GRACE PRESIDENT/CEO 3019907979 2017-07-11 1 STEVEN M BRAUNSTEIN P00086901 3016526700 207.87.50.194 2017-07-11 09:50:10 ED P 9723BBA896449E348B9B07FFFDBB537E4466CA25 6C425C98DEFC167C74D208BA6447179E2E2BD725 2016 2021-01-29 14:40:06Z PAUL GRACE 12 S SUMMIT AVENUE NO 100 GAITHERSBURG MD 208772090 23515662 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. 19 19 40 110 0 0 0 0 12266966 13237778 1875038 270295 0 4640 14142004 13512713 177453 110000 0 0 4330459 4721605 0 0 0 6692092 7793950 11200004 12625555 2942000 887158 48983516 52154107 652472 1098465 48331044 51055642 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 23 0 1 40 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THE ORGANIZATION 3019907979 12 S SUMMIT AVENUE SUITE 100 GAITHERSBURG MD 20877 BARBARA LARSON BOARD MEMBER 1.00 X 0 0 0 DENNIS TOBIN CHAIRPERSON 1.00 X X 0 0 0 DEBRA AMMONDSON VICE CHAIRPERSON 1.00 X X 0 0 0 SHEILA BAXTER BOARD MEMBER 1.00 X 0 0 0 DEE BERLINE BOARD MEMBER 1.00 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 TOMMIANNE HAITHCOCK 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 PAUL GRACE PRESIDENT/CEO 40.00 X 607067 0 43835 ALLAN FREEDMAN EVP 40.00 X 232920 0 35238 SHAUN CONWAY SENIOR DIRECTOR, CREDENTIA 40.00 X 149349 0 27616 MARGARET BENT MANAGING DIRECTOR, COMPETE 40.00 X 151622 0 26731 ASEEM SHARMA DIRECTOR, IT 40.00 X 175505 0 26542 MEHUL PATEL IT DEVELOPER 40.00 X 153421 0 25035 KELLY JENNINGS CFO 14.50 X 149544 0 5982 1619428 0 190979 11 0 1 0 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 1800000 PROMETRIC INC 1501 S CLINTON STREET SUITE 1200 BALTIMORE MD 21224 TESTING SERVICES 1394890 SHULMAN ROGERS GANDAL PORDY & ECKER P 12505 PARK POTOMAC AVENUE 6TH FLOO POTOMAC MD 20854 LEGAL SERVICES 490145 CASTLE INC 900 PERIMETER PARK DRIVE SUITE G MORRISVILLE NC 27560 TESTING DEVELOPMENT 454372 RDA CORPORATION 12020 SUNRISE VALLEY DR SUITE 100 RESTON VA 20191 PRODUCT DEVELOPMENT 419060 9 EXAM FEES 611430 8496295 8496295 RENEWAL FEES 611430 2716045 2716045 SCORE TRANSFERS 611430 736200 736200 ASPIRE TOOLS 611430 695303 695303 EXAM CONFIRMATION LETTER 611430 222140 222140 371795 371795 13237778 1096511 1096511 31169 26529 4640 4640 4640 9150204 9976420 -826216 -826216 -826216 13512713 13237778 0 274935 X 110000 839987 3006591 626485 248542 102980 24950 10034 47042 277096 739795 1452596 86069 EXAMINATION 1841627 CERTIFICATION RENEWAL 902437 COMPUTER EXPENSES 830813 OTHER CREDENTIALING EXP 696988 781523 12625555 4219815 4801673 1662120 1790535 19104 3596 500849 497566 6953735 406930 233473 6546805 38485218 34552292 3862937 3961640 48983516 52154107 652472 1074586 0 23879 652472 1098465 X 48331044 51055642 48331044 51055642 48983516 52154107 887158 1837441 0 X X 0 1 X 1 0 1914095 1914095 4466222 9543 4456679 11711 8423 3288 112861 80027 32834 448846 308937 139909 6546805 SECURITIES & OTHER INVESTMENTS 34552292 F 34552292 SOFTWARE AND WEBSITE DEVELOPMENT 3946532 SECURITY DEPOSIT 15108 3961640 TENANT SECURITY DEPOSITS 23879 23879 X 15376683 1837441 26529 1863970 13512713 0 13512713 12652084 26529 26529 12625555 0 12625555 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, 2013 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 INSTITUTE FOR CREDENTIALING EXCELLENCE 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 521111515 501(C)(3) 10000 CERTIFICATION FOCUSED RESEARCH 2 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 481067 0 126000 0 0 0 25175 0 18660 0 650902 0 0 0 ALLAN FREEDMAN EVP 232920 0 0 0 0 0 21951 0 13287 0 268158 0 0 0 SHAUN CONWAY SENIOR DIRECTOR, CREDENTIA 149349 0 0 0 0 0 14031 0 13585 0 176965 0 0 0 MARGARET BENT MANAGING DIRECTOR, COMPETE 151622 0 0 0 0 0 14449 0 12282 0 178353 0 0 0 ASEEM SHARMA DIRECTOR, IT 175505 0 0 0 0 0 17256 0 9286 0 202047 0 0 0 MEHUL PATEL IT DEVELOPER 153421 0 0 0 0 0 15658 0 9377 0 178456 0 0 0 KELLY JENNINGS CFO 149544 0 0 0 0 0 5982 0 0 0 155526 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE HAS BEEN OFFERED BY THE BOARD. PART I, LINE 3 THE ORGANIZATION IS USING THE FOLLOWING METHODS FOR ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 THE CEO HAS A CONTRACT THAT IS SET BY THE BOARD BASED UPON SURVEY DATA OF ASSOCIATION EXECUTIVES. 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 MARKETING, PR AND REGULATION 418,857. PRACTICE EXAMINATION 170,141. PROFESSIONAL DEVELOPMENT 87,636. POSTAGE AND DELIVERY 53,534. BANK SERVICE FEE 30,356. DUES AND SUBSCRIPTIONS 8,695. OTHER EXPENSES 8,092. CONSULTANTS 4,212. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OT PROVIDERS LLC 100 LAKEFOREST BOULEVARD SUITE 500 GAITHERSBURG MD 20877 INVESTMENT IN BUILDING MD 31169 6380317 NBCOT OWNS 100