2015-07-01T08:27:00-05:00 2014-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2014-01-01 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 2015-06-23 1 STEVEN M BRAUNSTEIN P00086901 3016526700 2014 2016-04-25 22:37:26Z PAUL GRACE 12 S SUMMIT AVENUE NO 100 GAITHERSBURG MD 208772090 15364377 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. 15 15 39 0 0 0 0 0 11243278 13251810 800865 2112567 0 0 12044143 15364377 6167 174404 0 0 2654495 3899751 0 0 0 4867211 5495384 7527873 9569539 4516270 5794838 43214060 48043540 868865 791700 42345195 47251840 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 0 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 61 0 1 39 1 0 0 0 0 0 0 X 15 15 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 CHAIRPERSON 1.00 X X 0 0 0 DENNIS TOBIN VICE CHAIRPERSON 1.00 X X 0 0 0 DEBRA AMMONDSON SECRETARY/TREASURER 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 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 BOARD MEMBER 1.00 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 PEGGY GETTEMEIER - RESIGNED 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 PAUL GRACE PRESIDENT/CEO 40.00 X 472208 0 37919 KATHLEEN HURLEY - RESIGNED CFO 40.00 X 213471 0 2538 ALLAN FREEDMAN EVP 40.00 X 205290 0 29523 SHAUN CONWAY SENIOR DIRECTOR, CREDENTIALING 40.00 X 139671 0 25718 MARGARET BENT MANAGING DIRECTOR, COMPETENENCY 40.00 X 134662 0 24569 ASEEM SHARMA DIRECTOR, IT 40.00 X 156816 0 26293 MEHUL PATEL IT DEVELOPER 40.00 X 138993 0 25022 PATRICIA HEETER DIRECTOR OF COMPETENCY ASSESSMENT 40.00 X 118566 0 13578 1579677 0 185160 9 0 1 0 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 1846667 PROMETRIC INC 1501 S CLINTON STREET SUITE 1200 BALTIMORE MD 21224 TESTING SERVICES 1395046 CASTLE INC 900 PERIMETER PARK DRIVE SUITE G MORRISVILLE NC 27560 TESTING DEVELOPMENT 561994 BOSTON INTERACTIVE 529 MAIN STREET SUITE 210 CHARLESTOWN MA 02129 WEBSITE DEVELOPMENT 255557 PROQUEST LLC 7500 OLD GEORGETOWN RD 1400 BETHESDA MD 20814 PROFESSIONAL RESOURCE SUBSCRIPTION 137355 8 EXAM FEES 611430 7632485 7632485 REISSUE/RECERTIFICATION 611430 3632870 3632870 SCORE TRANSFERS 611430 755720 755720 STUDY PREP TOOLS 611430 425659 425659 EXAM CONFIRMATION LETTER 611430 225840 225840 579236 579236 13251810 2112567 2112567 15364377 13251810 0 2112567 X 174404 890969 2175199 626283 207300 24018 176606 9580 109631 276299 691389 121168 77698 EXAMINATION 1678810 MARKETING, PR AND REGUL 764817 CERTIFICATION RENEWAL 453965 OTHER CREDENTIALING EXP 377038 734365 9569539 9166620 5415995 0 155814 18722 8864 189021 388491 581000 343169 183662 237831 32313594 38529337 0 362100 1342441 2945108 43214060 48043540 868865 791700 868865 791700 X 42345195 47251840 42345195 47251840 43214060 48043540 5794838 -888193 0 X X 0 1 X 1 0 11711 903 10808 138449 93905 44544 430840 248361 182479 237831 SECURITIES & OTHER INVESTMENTS 38529337 F 38529337 SOFTWARE DEVELOPMENT 2930000 SECURITY DEPOSIT 15108 2945108 X 14476184 -888193 -888193 15364377 0 15364377 9569539 0 9569539 0 9569539 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, 2011 ARE NO LONGER SUBJECT TO AUDIT BY TAXING AUTHORITIES. 1 UNIVERSITY OF FLORIDA COLLEGE OF PUBLIC HEALTH AND HEALTH PROFESSIONS 1225 CENTER DRIVE PO BOX 100164 GAINESVILLE FL 32610 596002052 174404 POST-DOCTORAL TRAINING IN PROFESSIONAL COMPETENCY 1 PART I, LINE 2: THE ORGANIZATION RECEIVES COPIES OF OFFER LETTERS FOR CANDIDATES SELECTED TO PERFORM THIS WORK. 1 X X X X 1 0 0 PAUL GRACE PRESIDENT/CEO 382208 0 90000 0 0 0 24963 0 12956 0 510127 0 0 0 KATHLEEN HURLEY - RESIGNED CFO 27809 0 8841 0 176821 0 2244 0 294 0 216009 0 0 0 ALLAN FREEDMAN EVP 204972 0 318 0 0 0 18612 0 10911 0 234813 0 0 0 SHAUN CONWAY SENIOR DIRECTOR, CREDENTIALING 139386 0 285 0 0 0 14796 0 10922 0 165389 0 0 0 MARGARET BENT MANAGING DIRECTOR, COMPETENENCY 134491 0 171 0 0 0 14243 0 10326 0 159231 0 0 0 ASEEM SHARMA DIRECTOR, IT 156659 0 157 0 0 0 16930 0 9363 0 183109 0 0 0 MEHUL PATEL IT DEVELOPER 138993 0 0 0 0 0 15822 0 9200 0 164015 0 0 0 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. PART I, LINE 4A PER SEPARATION AGREEMENT KATHLEEN HURLEY WAS PAID $176,821. FORM 990, PART VI, SECTION B, LINE 11 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 COMPUTER EXPENSES 328,766. POSTAGE AND DELIVERY 129,087. PRACTICE EXAMINATION 108,705. PROFESSIONAL DEVELOPMENT 69,992. OTHER EXPENSES 30,932. DUES AND SUBSCRIPTIONS 28,133. CONSULTANTS 21,680. BANK SERVICE FEE 17,070. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.