2020-10-28T08:45:30-05:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 112760706 NATIONAL CERTIFICATION COMMISSION FOR ACUPUNCTURE AND ORIENTAL MEDICINE NATI 2023811114 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 STEVEN KAZMIERCZAK TREASURER 2023811114 2020-10-28 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-10-28 09:45:22 ED P 3242370ACE0FDCD1644E50D607094B3FB533101C 5AB07A053B3A330C0D5964923757432F9BB68C3B 2019 2021-04-22 16:20:28Z X MINA LARSON 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 6223510 0 X WWW.NCCAOM.ORG X 1982 DC SEE PART III, LINE 1. 9 9 11 50 4003 0 0 0 3704451 4275776 30821 -37465 7376 14557 3742648 4252868 9100 2500 0 0 1539129 1494625 0 0 0 2645498 2848227 4193727 4345352 -451079 -92484 4284873 4168787 876636 785840 3408237 3382947 X TO ASSURE THE SAFETY AND WELL-BEING OF THE PUBLIC AND TO ADVANCE THE PROFESSIONAL PRACTICE OF ACUPUNCTURE AND ORIENTAL MEDICINE BY ESTABLISHING AND PROMOTING NATIONAL EVIDENCE-BASED STANDARDS OF COMPETENCE AND CREDENTIALING. 0 0 AS A PART OF ITS MISSION, THE NCCAOM IS DEDICATED TO PROMOTING NATIONALLY ACCREDITED CERTIFICATION PROGRAMS AND CERTIFIED PRACTITIONERS (DIPLOMATES) TO CONSUMERS AND THE PUBLIC. NCCAOM ACCOMPLISHES THIS BY ADVOCATING FOR DIPLOMATES AND BY CONTINUOUSLY OFFERING CUSTOMIZED SERVICES FOR DIPLOMATES TO PROMOTE THEIR CERTIFICATION, SUCH AS MARKETING AND CONSUMER BROCHURES, PRESS PACKETS, STATISTICS ABOUT THE PROFESSION AND ONLINE CONTINUING EDUCATION COURSES. THESE TOOLS EMPOWER DIPLOMATES TO BETTER INFORM CONSUMERS ABOUT THE BENEFITS OF CHOOSING AN NCCAOM CERTIFIED PRACTITIONER. IN RECENT YEARS, THE NCCAOM HAS ALSO WORKED DIRECTLY WITH FEDERAL GOVERNMENT AGENCIES TO ESTABLISH RECOGNITION OF ITS CERTIFICATION PROGRAMS AND ITS DIPLOMATES IN THE FEDERAL (CONTINUED ON SCHEDULE O) AREA, A VERY IMPORTANT ASPECT OF ITS MISSION. THIS INCLUDES PROVIDING SUPPORTING DATA TO THE BUREAU OF LABOR AND STATISTICS FOR THE CREATION OF A DISTINCT JOB CLASSIFICATION CODE FOR ACUPUNCTURISTS IN THE OCCUPATION OUTLOOK HANDBOOK. NCCAOM IS THE ONLY NATIONAL ORGANIZATION THAT PROVIDES ENTRY CERTIFICATION FOR THE PRACTICE OF ACUPUNCTURE AND ORIENTAL MEDICINE. NCCAOM CERTIFICATION AND/OR THE PASSING OF THE NCCAOM CERTIFICATION EXAMINATION(S) ARE RECOGNIZED FOR LICENSURE BY 47 STATES, INCLUDING THE DISTRICT OF COLUMBIA, (WHICH REPRESENTS 98 PERCENT OF THE STATES THAT REGULATE ACUPUNCTURE). THE NCCAOM ISSUES CERTIFICATES IN ACUPUNCTURE, ORIENTAL MEDICINE, CHINESE HERBOLOGY AND ASIAN BODYWORK THERAPY. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 43 0 1 11 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DANIEL CASTRO 2023811114 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 X FRANCES AFUA BROMLEY CHAIR 5.00 X X 4050 0 0 EUGENE LONDON VICE CHAIR TO PAST VICE CHAIR (TRANS 02/19) 5.00 X X 1200 0 0 STEVEN KAZMIERCZAK TREASURER 5.00 X X 1800 0 0 CARL JEW SECRETARY (END 08/19) 5.00 X X 0 0 0 ZONGLAN XU COMM'R TO VICE CHAIR & SEC. (08/19) 5.00 X X 3550 0 0 DANIEL JIAO COMMISSIONER 5.00 X 4800 0 0 MATTHEW STANLEY COMMISSIONER 5.00 X 1800 0 0 JANET ZAND COMMISSIONER 5.00 X 4000 0 0 IMAN MAJD COMMISSIONER 5.00 X 5500 0 0 DAVID CANZONE COMMISSIONER (FROM 08/19) 5.00 X 2300 0 0 KORY WARD-COOK CEO TO CEO EMERITUS (TRAN. 07/19) 40.00 X 302166 0 31590 MINA LARSON EXEC DEP DIR, THEN CEO (TRAN. 07/19) 40.00 X 204683 0 32039 IRENE BASORE DIRECTOR FINANCE & ADMINISTRATION 40.00 X 125083 0 21021 PAMELA FROMMELT CERT. EXAM DEV'L & ASMT SPECIALIST 40.00 X 120803 0 22888 OLGA COX COMM. & CUSTOMER RELATIONS DIRECTOR 40.00 X 135169 0 20263 JAMES MCHUGH DIRECTOR OF IT 40.00 X 114671 0 20201 YVONNE SANDERS DIRECTOR 40.00 X 105500 0 18137 1137075 0 166139 7 0 1 0 SMITHBUCKLIN CORPORATION 330 NORTH WABASH AVE SUITE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 791047 PEARSON VUE 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 EXAM ADMINISTRATION 419765 CYZAP PO BOX 6388 GOODYEAR AZ 85338 AMS SYSTEM 391806 3 EXAM AND RELATED FEES 611430 3913866 3913866 PROFESSIONAL DVLPT 611430 326145 326145 PRACTICE TEST 900099 27565 27565 PERFORMANCE REPORTS 900099 8200 8200 4275776 43746 43746 5401 650 4003 748 1889431 1750642 220000 138789 -220000 -81211 -81211 VENDOR REFUNDS 900099 5198 5198 MISCELLANEOUS 900099 3958 3958 9156 4252868 4276426 4003 -27561 X 2500 599478 652972 70366 82331 89478 23917 169692 11906 1250533 51403 107663 393164 2301 216296 9517 448388 46164 CREDIT CARD PROC. FEES 79165 MISCELLANEOUS 29260 DUES & SUBSCRIPTIONS 7044 TAXES AND LICENSES 1814 4345352 53737 260080 32069 1472909 591535 292377 28725 5341 810413 168580 724771 641833 1619247 115246 1234789 1381001 4284873 4168787 393566 486380 483070 299460 876636 785840 X 3408237 3382947 3408237 3382947 4284873 4168787 -92484 67194 0 X 0 1 X 1 0 810413 168580 641833 641833 CAPITALIZED EXAM DEVELOPMENT COSTS 1381001 1381001 X 4308156 67194 67194 4240962 11906 11906 4252868 4333446 0 4333446 11906 11906 4345352 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, THE COMMISSION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X 0 0 0 KORY WARD-COOK CEO TO CEO EMERITUS (TRAN. 07/19) 272166 0 30000 0 0 0 18130 0 13460 0 333756 0 0 0 MINA LARSON EXEC DEP DIR, THEN CEO (TRAN. 07/19) 204683 0 0 0 0 0 12600 0 19439 0 236722 0 0 0 OLGA COX COMM. & CUSTOMER RELATIONS DIRECTOR 132669 0 2500 0 0 0 8110 0 12153 0 155432 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 NCCAOM DID AMEND ITS BYLAWS IN 2019. THE AMENDMENTS COVERED PROCEDURES FOR NOMINATING INDIVIDUALS TO THE BOARD, AS WELL AS ESTABLISHING THREE-YEAR TERMS OF OFFICE, WITH A MAXIMUM OF TWO TERMS, FOR COMMISSIONERS. NO INDIVIDUAL MAY SERVE MORE THAN TWO, THREE-YEAR TERMS CONSECUTIVELY OR MORE THAN 12 YEARS TOTAL ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE CPA FIRM PREPARES THE FORM 990. THE CEO AND DIRECTOR OF FINANCE & ADMINISTRATION THEN REVIEW THE DRAFT. A COPY OF THE DRAFT IS ALSO PLACED ON A SECURE WEBSITE FOR ALL OFFICERS AND COMMISSIONERS TO REVIEW AS PART OF THE AGENDA FOR THE NEXT BOARD MEETING. THE BOARD VOTES ON THE APPROVAL OF THE FORM 990 AS IS OR WITH EDITS. THE OUTSIDE CPA FIRM MAKES CHANGES, AS NEEDED, AND PROVIDES THE FINAL FORM 990 TO THE CEO TO SIGN AND FILE WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONDUCTS ANNUAL REVIEWS IN WHICH POTENTIAL CONFLICTS ARE REFERRED TO THE EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST EXISTS, THE COMMISSIONER IS REQUESTED TO EITHER TERMINATE THE RELATIONSHIP OR STEP DOWN AS COMMISSIONER. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS NEGOTIATED BY AND BETWEEN THE CEO AND THE BOARD OF COMMISSIONERS. IT IS BASED ON PERFORMANCE AND COMPARATIVE PAY RATES FOR SIMILAR POSITIONS IN THE INDUSTRY. THE CURRENT CEO WAS HIRED IN JULY 2019 AND HER CONTRACT WILL AUTOMATICALLY RENEW ON JANUARY 1, 2020 AND CONTINUE FOR THREE YEARS. THE BOARD REVIEWS PUBLISHED COMPENSATION SURVEYS, OUTSIDE BENCHMARKS, AND FACTORS IN OTHER INFORMATION, SUCH AS EXPERIENCE IN THE INDUSTRY AND ADDITIONAL QUALIFICATIONS. THE BOARD APPROVES AN ANNUAL BUDGET THAT INCLUDES A LINE ITEM FOR TOTAL STAFF SALARIES, WHICH INCLUDES COMPENSATION FOR THE CEO. THE MOST RECENT COMPENSATION REVIEW WAS COMPLETED IN JULY 2019. THE COMPENSATION FOR KEY EMPLOYEES IS SET BY THE CHIEF EXECUTIVE OFFICER (CEO) WITH INPUT FROM AN OUTSIDE HRO. SALARIES ARE BASED ON ANNUAL PERFORMANCE REVIEWS, BENCHMARKING TO INDUSTRY STANDARDS USING PUBLISHED COMPENSATION SURVEYS, AND RELEVANT INDUSTRY DATA FOR COMPARISON. THE BOARD APPROVES COMPENSATION AMOUNTS BY APPROVING AN ANNUAL BUDGET WHICH INCLUDES A LINE ITEM FOR TOTAL STAFF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 NCCAOM MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE AUDITED STATEMENT OF ACTIVITIES ARE PUBLISHED IN THE ANNUAL REPORT OF THE DIPLOMATE NEWSLETTER, WHICH IS AVAILABLE TO ALL DIPLOMATES AND POSTED ON THE NCCAOM WEBSITE FOR PUBLIC VIEWING. FORM 990, PART VII, SECTION A: DIRECTORS AND OFFICERS ARE COMPENSATED (PAID HONORARIA) FOR THE DAYS IN WHICH THEY REPRESENTED NCCAOM AT A MEETING OR FUNCTION. COMPENSATION AMOUNTS ARE DETERMINED BY THE NCCAOM'S HONORARIUM POLICY. EMPLOYEES' COMPENSATION REPRESENTS SALARIES PAID AS EMPLOYEES OF NCCAOM. FORM 990, PART IX, LINE 11G EXAM ADMINISTRATION SERVICES 457,491. CUSTOMER SERVICES 477,426. IT CONSULTING 37,135. OTHER INDEPENDENT CONTRACTORS 158,481. GOVERNMENT RELATIONS 120,000.