2026-08-17T11:34:14-05:00 2025-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2025-01-01 521620299 NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY INC NATI 3019907979 ONE BANK STREET 300 GAITHERSBURG MD 208781555 ANGELA MACAULEY PRESIDENT AND CEO 3019907979 2026-08-10 1 KEITH JENNINGS P01319883 3016526700 2026-08-10 2025 2025-03-06 01:10:19Z ANGELA MACAULEY ONE BANK STREET 300 GAITHERSBURG MD 208781555 24631676 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 FOR THE CERTIFICATION OF OCCUPATIONAL THERAPY PRACTITIONERS. 16 16 52 184 0 0 0 0 15487809 16044272 2941767 3811802 -222971 -273867 18206605 19582207 1062664 365341 0 0 8122330 9058075 0 0 0 9240649 9917569 18425643 19340985 -219038 241222 60522601 61326138 3746089 3315883 56776512 58010255 THE MISSION OF THE NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY, INC. IS TO PROTECT THE PUBLIC THROUGH THE VALIDATION OF ESSENTIAL COMPETENCIES FOR EFFECTIVE AND SAFE OCCUPATIONAL THERAPY PRACTICE. 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 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 52 1 0 0 0 0 0 0 0 0 X 16 16 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 ANGELA MCCAULEY PRESIDENT/CEO (FROM OCT. 2025) 40.00 X 339640 0 30724 BEN PRICE PRESIDENT/CEO (THRU MAY 2025) 40.00 X 851567 0 8899 ALLAN FREEDMAN COO (THRU OCT. 2025) 40.00 X 779824 0 45500 JENNIFER GREGORY CFO 40.00 X 266358 0 27767 MEHUL PATEL VP, INFORMATION & TECHNOLO 40.00 X 318572 0 37611 MARGARET BENT SR. VP, COMPETENCY ASSESSMENT 40.00 X 258648 0 42821 BECKY RUSSELL VP, ACCESSIBILITY 40.00 X 204444 0 35476 SARAH CARROLL VP, RESEARCH & PSYCHOMETRICS 40.00 X 229250 0 31727 ELIZABETH WAGONSELLER VP, CREDENTIALING SERVICES 40.00 X 234913 0 31321 MARY SMITH CHAIRPERSON 1.00 X X 0 0 0 LAUREN GRAY VICE CHAIRPERSON 1.00 X X 0 0 0 RAE ANN SMITH SECRETARY/TREASURER 1.00 X X 0 0 0 SANCLER ANDRADE BOARD MEMBER 1.00 X 0 0 0 SHEILA BAXTER BOARD MEMBER 1.00 X 0 0 0 AMY BLUE BOARD MEMBER 1.00 X 0 0 0 JILLIAN BOERSTLER BOARD MEMBER 1.00 X 0 0 0 RACHEL GALANT BOARD MEMBER 1.00 X 0 0 0 ANN GLORE BOARD MEMBER 1.00 X 0 0 0 BRITTANY CURTIS BOARD MEMBER 1.00 X 0 0 0 MASHELLE PAINTER BOARD MEMBER 1.00 X 0 0 0 ADANA GIBSON BOARD MEMBER 1.00 X 0 0 0 PHILLIP SALVADOR BOARD MEMBER 1.00 X 0 0 0 CHI-KWAN SHEA BOARD MEMBER 1.00 X 0 0 0 KELLY RICHARDSON BOARD MEMBER 1.00 X 0 0 0 JACQUELINE WARD BOARD MEMBER 1.00 X 0 0 0 RAFAEL SALAZAR II BOARD MEMBER 1.00 X 0 0 0 JANEENE SIBLA BOARD MEMBER 1.00 X 0 0 0 3483216 0 291846 9 0 1 0 NCS PEARSON INC 13036 COLLECTION CENTER DRIVE CHICAGO IL 60693 TESTING ADMINISTRATION 2285228 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 740000 CARCO GROUP INC PO BOX 36460 NEWARK NJ 07188 BACKGROUND CHECKS 515667 PROCTOR U INC 7901 JONES BRANCH DRIVE 330 MCLEAN VA 22102 TESTING DEVELOPMENT 467250 STARK MEDIA PLANNING LLC 100 JAY STREET 4F BROOKLYN NY 11201 MEDIA CAMPAIGN 342750 5 EXAM FEES 611430 9860630 9860630 RENEWAL FEES 611430 4346265 4346265 ASPIRE TOOLS 611430 1335354 1335354 SCORE TRANSFERS 611430 293265 293265 INTERNATIONAL FEES 611430 145325 145325 63433 63433 16044272 2722371 2722371 550924 824791 -273867 -273867 -273867 5314109 4224678 1089431 1089431 1089431 19582207 16044272 0 3537935 365341 2350279 5321577 489382 438178 458659 76093 96554 31816 39906 23641 128831 1332170 1104132 1189378 94004 EXAMINATION 2639344 OTHER CREDENTIALING EXP 1439014 MARKETING, PR AND REGUL 1230565 CERTIFICATION RENEWAL 319431 172690 19340985 1447970 2162758 1644052 3186796 95628 108583 1224693 625282 11221889 2940996 8688137 8280893 45219608 45915313 2202513 1046513 60522601 61326138 2376281 2058401 1334621 1222295 35187 35187 3746089 3315883 X 56776512 58010255 56776512 58010255 60522601 61326138 241222 992521 0 X X 0 1 X 1 0 1914095 1914095 4466222 1040210 3426012 4251615 1347463 2904152 200147 200147 0 389810 353176 36634 8280893 SECURITIES & OTHER INVESTMENTS 45915313 F 45915313 TENANT SECURITY DEPOSITS 35187 35187 X 21359613 992521 824791 1817312 19542301 39906 39906 19582207 20125870 824791 824791 19301079 39906 39906 19340985 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, 2022 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 INSPIRING APPLICATIONS PO BOX 2041 BROOMFIELD CO 80038 261092566 177841 0 OTC DATABASE DEVELOPMENT OCCUPATIONAL THERAPY COMPACT COMMISSION 201 PARK WASHINGTON CT FALLS CHURCH VA 22046 931611216 187500 0 OCCUPATIONAL THERAPY COMPACT SUPPORT 0 2 PART I, LINE 2: AMOUNTS GIVEN WERE FOR SPECIFIC PURPOSES, NOT GRANTS, SO NO CONTINUOUS MONITORING X 0 0 X X X X 1 0 0 ANGELA MCCAULEY PRESIDENT/CEO (FROM OCT. 2025) 306421 0 33219 0 0 0 20116 0 10608 0 370364 0 0 0 BEN PRICE PRESIDENT/CEO (THRU MAY 2025) 301567 0 0 0 550000 0 0 0 8899 0 860466 0 0 0 ALLAN FREEDMAN COO (THRU OCT. 2025) 247882 0 0 0 531942 0 28636 0 16864 0 825324 0 0 0 JENNIFER GREGORY CFO 248358 0 18000 0 0 0 22719 0 5048 0 294125 0 0 0 MEHUL PATEL VP, INFORMATION & TECHNOLO 298572 0 20000 0 0 0 27003 0 10608 0 356183 0 0 0 MARGARET BENT SR. VP, COMPETENCY ASSESSMENT 241648 0 17000 0 0 0 22039 0 20782 0 301469 0 0 0 BECKY RUSSELL VP, ACCESSIBILITY 190444 0 14000 0 0 0 17505 0 17971 0 239920 0 0 0 SARAH CARROLL VP, RESEARCH & PSYCHOMETRICS 214250 0 15000 0 0 0 19523 0 12204 0 260977 0 0 0 ELIZABETH WAGONSELLER VP, CREDENTIALING SERVICES 219913 0 15000 0 0 0 20116 0 11205 0 266234 0 0 0 PART I, LINE 3 A THIRD-PARTY COMPANY SPECIALIZING IN COMPENSATION REVIEWS IS CONTRACTED 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 WHICH THEN SETS THE NEW ANNUAL CONTRACT WITH THE CEO. PART I, LINE 4A BEN PRICE, FORMER CEO - $550,000 ALLAN FREEDMAN, FORMER COO - $531,942 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE CEO, AND CFO, 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 XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE CURRENT TAX YEAR. OT PROVIDERS LLC ONE BANK STREET SUITE 300 GAITHERSBURG MD 20878 INVESTMENT IN BUILDING MD 550924 8493254 NBCOT OWNS 100