2014-07-09T16:03:31-05:00 2013-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2013-01-01 521620299 NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY INC NATI 3019907979 12 S SUMMIT AVENUE NO 100 GAITHERSBURG MD 208774150 PAUL GRACE PRESIDENT/CEO 3019907979 2014-06-25 1 STEVEN M BRAUNSTEIN P00086901 3016526700 2013 2015-11-30 17:44:51Z PAUL GRACE 12 S SUMMIT AVENUE NO 100 GAITHERSBURG MD 208774150 12044143 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 37 0 0 0 0 0 11069047 11243278 748904 800865 732684 0 12550635 12044143 4314 6167 0 0 2356661 2654495 0 0 0 3924295 4867211 6285270 7527873 6265365 4516270 37227464 43214060 558612 868865 36668852 42345195 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. 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 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 37 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 1 0 X 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 JANINE TURNER 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 AUDRY WILSON-ALSTON BOARD MEMBER 1.00 X 0 0 0 PEGGY GETTEMEIER BOARD MEMBER 1.00 X 0 0 0 PAUL GRACE PRESIDENT/CEO 40.00 X 319160 0 41910 KATHLEEN HURLEY CFO 40.00 X 175396 0 20247 SHAUN CONWAY SENIOR DIRECTOR, CREDENTIALING 40.00 X 127713 0 22477 MARGARET BENT MANAGING DIRECTOR, COMPETENCY ASSESSMENT 40.00 X 114465 0 21071 ASEEM SHARMA DIRECTOR, IT 40.00 X 139419 0 24427 MEHUL PATEL IT DEVELOPER 40.00 X 118260 0 22503 PATRICIA HEETER DIRECTOR, COMPETANCY ASSESSMENT 40.00 X 109262 0 12480 1103675 0 165115 7 0 1 0 PROMETRIC INC 1501 S CLINTON STREET SUITE 1200 BALTIMORE MD 21224 TESTING SERVICES 1084022 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 1083333 CASTLE INC 900 PERIMETER PARK DRIVE SUITE G MORRISVILLE NC 27560 TESTING DEVELOPMENT 407723 BOSTON INTERACTIVE 529 MAIN STREET SUITE 210 CHARLESTOWN MA 02129 WEBSITE DEVELOPMENT 244000 OGILVY PUBLIC RELATIONS 1111 19TH STREET NW SUITE 1100 WASHINGTON DC 20036 PUBLIC RELATIONS 207221 8 EXAMINATION RELATED REVENUE 611430 8259887 8259887 CERTIFICATION RENEWAL FEES 611430 2212206 2212206 INTERNATIONAL SCREENING AND ELIGI 611430 295110 295110 CERTIFICATE VERIFICATION TOOLS 611430 237686 237686 EXAMINATION PREPARATION TOOLS 611430 172589 172589 65800 65800 11243278 800865 800865 12044143 11243278 0 800865 X 6167 2169147 324800 160548 50607 46867 8856 137579 253403 540115 42005 45775 EXAMINATION 1487628 RESERVE EXPENSE 848508 BANK SERVICE FEE 349605 COMPUTER EXPENSES 271389 784874 7527873 16629371 9166620 9752 18722 71725 189021 469564 285902 135094 183662 20381522 32313594 0 1342441 37227464 43214060 558612 868865 558612 868865 X 36668852 42345195 36668852 42345195 37227464 43214060 4516270 1160073 0 X X 0 1 X 1 0 129874 75201 54673 339690 210701 128989 183662 SECURITIES & OTHER INVESTMENTS 32313594 F 32313594 X 13204216 1160073 1160073 12044143 0 12044143 7527873 0 7527873 0 7527873 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, 2010 ARE NO LONGER SUBJECT TO AUDIT BY TAXING AUTHORITIES. 1 X X X X 0 0 0 PAUL GRACE PRESIDENT/CEO 319160 0 0 0 0 0 31302 0 10608 0 361070 0 0 0 KATHLEEN HURLEY CFO 175396 0 0 0 0 0 16767 0 3480 0 195643 0 0 0 SHAUN CONWAY SENIOR DIRECTOR, CREDENTIALING 127713 0 0 0 0 0 12217 0 10260 0 150190 0 0 0 ASEEM SHARMA DIRECTOR, IT 139419 0 0 0 0 0 14227 0 10200 0 163846 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. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE, 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. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR HAS AN EMPLOYEMENT 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. FORM 990, PART IX, LINE 24E CERTIFICATION RENEWAL 159,339. POSTAGE AND DELIVERY 126,286. PRACTICE EXAMINATION 124,406. PRINTING, GRAPHICS, AND DUPLICATION 109,372. EMPLOYMENT FEES 90,589. DUES AND SUBSCRIPTIONS 47,391. CONSULTANTS 39,082. OTHER EXPENSES 31,409. PROFESSIONAL DEVELOPMENT 22,314. MARKETING 18,186. MOVING EXPENSE 16,500. FORM 990, PART XII, LINE 2C: PERFORMANCE OVERSIGHT CHAIRED BY THE SECRETARY/TREASURER.