2018-05-11T19:47:26-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-01-01 362213239 NATIONAL COURT REPORTERS ASSOCIATION NATI 7035566272 12030 SUNRISE VALLEY DRIVE NO 400 RESTON VA 20191 KEVIN L KELLY CHIEF FINANCIAL OFFICER 7035849031 2018-05-10 1 IVY BECKHAM P01316131 5712279500 2017 2022-09-23 18:48:47Z MARCIA FERRANTO 12030 SUNRISE VALLEY DRIVE NO 400 RESTON VA 20191 6942513 0 X NCRA.ORG X 1904 DC NCRA PROMOTES EXCELLENCE AMONG THOSE WHO CAPTURE AND CONVERT THE SPOKEN WORD TO TEXT AND IS COMMITTED TO SUPPORTING EVERY MEMBER IN ACHIEVING THE HIGHEST LEVEL OF PROFESSIONAL EXPERTISE. 14 14 38 180 474402 -3139 0 0 1161251 5549321 73113 237458 42881 139868 1277245 5926647 0 3000 0 0 694687 3005484 0 0 0 645061 3148476 1339748 6156960 -62503 -230313 8156116 8190434 3424041 3409077 4732075 4781357 X NATIONAL COURT REPORTERS ASSOCIATION (NCRA) PROMOTES EXCELLENCE AMONG THOSE WHO CAPTURE AND CONVERT THE SPOKEN WORD TO TEXT AND IS COMMITTED TO SUPPORTING EVERY MEMBER IN ACHIEVING THE HIGHEST LEVEL OF PROFESSIONAL EXPERTISE. 0 0 PROFESSIONAL DEVELOPMENT/EDUCATION: NCRA CERTIFICATIONS HAVE SET THE STANDARD FOR EXCELLENCE SINCE 1937. THAT YEAR, OUR FIRST CERTIFICATION PROGRAM WAS ESTABLISHED TO INDIVIDUALLY RECOGNIZE THE COMPETENCE OF COURT REPORTERS. IN THE FIRST YEAR, 27 REPORTERS PASSED THE FIRST EXAM, ESTABLISHING THEMSELVES A "CERTIFIED PROFESSIONAL OR CP. NCRA'S CURRENT-DAY CERTIFICATION PROGRAMS HAVE MULTIPLE TIERS OF ACHIEVEMENT AND PROUDLY CLAIM NEARLY 9,000 REGISTERED PROFESSIONAL REPORTERS (RPR), THE UPDATED EQUIVALENT OF THE CP. OVER 2,000 REPORTERS HAVE EARNED THE NEXT LEVEL OF CERTIFICATION, THE REGISTERED MERIT REPORTER (RMR), AND OVER 450 HAVE BECOME A REGISTERED DIPLOMATE REPORTER (RDR). NCRA HAS ESTABLISHED SEVEN CERTIFICATION PROGRAMS INCLUDING: REGISTERED PROFESSIONAL REPORTER (RPR), REGISTERED MERIT REPORTER (RMR), REGISTERED DIPLOMATE REPORTER (RDR), CERTIFIED REALTIME REPORTER (CRR), CERTIFIED REALTIME CAPTIONER (CRC), CERTIFIED LEGAL VIDEO SPECIALIST (CLVS), CERTIFIED REPORTING INSTRUCTOR (CRI) AND ONE CERTIFICATE PROGRAM: TRIAL PRESENATION PROFESSIONAL.NCRA ALSO CONDUCTS A NATIONALLY RECOGNIZED CONTINUING EDUCATION PROGRAM, ACCREDITED BY THE AMERICAN COUNCIL ON CONTINUING EDUCATION AND TRAINING (ACCET). IN ADDITION, NCRA STRIVES TO MEET THE STANDARDS SET FORTH BY THE NATIONAL COMMISSION ON COMPETENCY ASSURANCE (NCCA), WHICH IS THE ACCREDITING ARM OF THE INSTITUTE OF CREDENTIALING EXCELLENCE (ICE). COMMUNICATIONS, DIGITAL PUBLICATIONS, SOCIAL MEDIA, AND WEBSITE: NCRA PUBLISHES A WEALTH OF INFORMATION FOR THE ADVANCEMENT OF THE PROFESSION AND ALSO HOSTS SEVERAL WEBSITES INCLUDING A PRIMARY WEBSITE, A STUDENT OUTREACH SITE, A MEMBERSHIP RECRUITMENT SITE, AND A PUBLICLY AVAILABLE MAGAZINE WEBSITE TO PROVIDE EDUCATIONAL RESOURCES. FURTHER, THE ASSOCIATION MAINTAINS AN ACTIVE SOCIAL MEDIA PRESENCE OVER VARIOUS PLATFORMS, WHICH PERMITS MEMBERS TO EXCHANGE KNOWLEDGE AND IDEAS. MEMBERSHIP: NCRA PROVIDES NUMEROUS BENEFITS TO ITS MEMBERS TO ENABLE THEM TO ADVANCE THEMSELVES AND THE PROFESSION IN GENERAL, RANGING FROM EDUCATIONAL RESOURCES TO PROGRAMS THAT ENHANCE BUSINESS. CONVENTION/MEETINGS:NCRA'S ANNUAL SEMINARS PROVIDE MEMBERS WITH MANY EDUCATIONAL SESSIONS AND PARTICIPATORY FORUMS TO ADVANCE THEIR KNOWLEDGE IN THE PROFESSION. IN ADDITION, THE ANNUAL MEETING FEATURES EXHIBITS OF EQUIPMENT AND SERVICES. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 27 0 38 1 1 1 0 0 0 1 1 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X KEVIN L KELLY 7035566272 12030 SUNRISE VALLEY DRIVE NO 400 RESTON VA 20191 CHRISTINE WILLETTE PRESIDENT 8.00 X X 0 0 0 SUE TERRY PRESIDENT - ELECT 8.00 X X 0 0 0 DOREEN SUTTON VICE PRESIDENT 8.00 X X 0 0 0 NATIVA WOOD IMMEDIATE PAST PRESIDENT 8.00 X X 0 0 0 DEBRA DIBBLE SECRETARY- TREASURER 8.00 1.00 X X 0 0 0 KRISTIN ANDERSON DIRECTOR 2.00 X 0 0 0 MEREDITH BONN DIRECTOR 2.00 X 0 0 0 MAX CURRY DIRECTOR 2.00 X 0 0 0 TONYA KAISER DIRECTOR 2.00 X 0 0 0 LINDA MCSWAIN DIRECTOR 2.00 X 0 0 0 MICHAEL MILLER DIRECTOR 2.00 X 0 0 0 CHRISTINE PHIPPS DIRECTOR 2.00 X 0 0 0 JENNIFER SATI DIRECTOR 2.00 X 0 0 0 KARYN MENCK DIRECTOR 2.00 X 0 0 0 KERRY ANDERSON DIRECTOR (1/17-8/17) 2.00 X 0 0 0 ANNE BOWLINE DIRECTOR (1/17-8/17) 2.00 X 0 0 0 ROBYN HENNIGAN DIRECTOR (8/17-11/17) 2.00 X 0 0 0 RICK LEVY DIRECTOR (1/17-8/17) 2.00 X 0 0 0 STEVE ZINONE DIRECTOR (1/17-7/17) 2.00 X 0 0 0 MICHAEL NELSON EXECUTIVE DIRECTOR/CEO (1/17-5/17) 37.50 1.00 X 258352 0 21600 DAVE WENHOLD INTERIM EXEC DIRECTOR (5/17-9/17) 15.00 1.00 X 28065 0 0 MARCIA FERRANTO EXECUTIVE DIRECTOR/CEO 37.50 1.00 X 53922 0 2504 KEVIN L KELLY CHIEF FINANCIAL OFFICER 37.50 1.00 X 103042 0 19665 BETTY J SHORAK DEPUTY EXECUTIVE DIRECTOR NCRF 1.00 30.00 X 0 102650 9990 JENNIFER WILLIAMSON SR DIR MARKETING & COMM (01/17-11/17) 37.50 X 119819 0 8730 563200 102650 62489 3 0 1 0 PLANET HOLLYWOOD CAESARS ENTERTAINMENT PO BOX 96118 LAS VEGAS NV 89193 HOTEL SERVICES FOR 2017 CONVENTION 410288 RESULTS DIRECT 5210 E WILLIAMS CIRCLE SUITE 640 TUSCON AZ 85711 WEBSITE REDESIGN/HOSTING 186855 ALL COVERED PO BOX 39000 SAN FRANCISCO CA 94139 IT SERVICES 154644 LSC COMMUNICATIONS US LLC PO BOX 932987 CLEVELAND OH 44193 MAGAZINE PRINTING/ MAILING 149468 DAVE WENHOLD ENTERPRISES 8171 HONEY BEE WAY SUITE 204 MANASSAS VA 20111 LOBBYING SERVICES 125000 7 MEMBERSHIP DUES 900004 3256334 3256334 PROFESSIONAL DEVELOPMENT 900004 972994 972994 MEETINGS AND CONVENTIONS 900004 761612 749017 12595 COMMUNICATIONS 900004 381738 381738 MEMBERSHIP DIRECTORY/CATALOG 541800 86592 6523 80069 90051 90051 5549321 229539 229539 139383 139383 1023785 1015866 7919 7919 7919 485 485 485 5926647 5074919 474402 377326 X 3000 487150 1895143 116186 330470 176535 36053 96538 125000 24000 694725 64017 417705 197333 970 245101 74469 748791 141221 58958 PRINTING & PUBLICATION 164010 PUBLICATIONS & PRODUCTS 41003 DUES & SUBSCRIPTIONS 10756 TAXES AND LICENSES 7826 6156960 1365064 1307940 1073480 755480 179528 87922 38454 28479 123028 133917 2872817 1949127 933689 923690 4098489 4646603 301421 264550 42963 41853 8156116 8190434 339587 323759 2014618 2064017 1069836 1021301 3424041 3409077 X 4732075 4781357 4732075 4781357 8156116 8190434 X -230313 337986 -58391 X 0 1 X 1 0 NCRA PAC 12030 SUNRISE VALLEY DRIVE SUITE 4 RESTON VA 20191 541509157 0 0 0 3256334 56611 -936420 -879809 32563 -912372 PART I-A, LINE 1: NCRA HAS A POLITICAL ACTION COMMITTE THROUGH WHICH IT INDIRECTLY ENGAGES IN POLITICAL ACTIVITIES. ALL CONTRIBUTIONS BY NCRA'S MEMBERS AND ALL CONTRIBUTIONS TO CANDIDATES ARE MADE DIRECTLY THROUGH THE PAC. NCRA PROVIDES SOME PERMITTED ADMINISTRATIVE SUPPORT FOR THE PAC, THE COST OF WHICH IS INCLUDED IN PART III-B, LINE 2 TO THE EXTENT IT IS MATERIAL. 912269 167398 744871 1960548 1781729 178819 923690 DEFERRED RENT 381602 TENANT ALLOWANCE LIABILITY 639699 1021301 X 6182242 337986 -58391 279595 5902647 24000 24000 5926647 6132960 0 6132960 24000 24000 6156960 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES OTHER THAN ON UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE PROVISIONS OF VIRGINIA TAX REGULATIONS. HOWEVER, THE ASSOCIATION GENERATED TAXABLE, UNRELATED BUSINESS INCOME DURING THE THREE MONTHS ENDED DECEMBER 31, 2017, RELATED PRIMARILY TO ADVERTISING ASSOCIATED WITH THE JCR MAGAZINE AND MEMBER DIRECTORY. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NCRA SERVICE CORPORATION INVESTMENT LOSS -58,391. X X X X 1 0 0 MICHAEL NELSON EXECUTIVE DIRECTOR/CEO (1/17-5/17) 258352 0 0 0 0 0 21600 0 0 0 279952 0 0 0 PART I, LINE 4A MICHAEL NELSON WAS COMPENSATED THROUGH END OF THE YEAR AFTER HIS SEPARATION DATE OF 5/10/2017 OF $152,300. DAVE WENHOLD ENTERPRISES OFFICER OF NCRA 125000 DAVE WENHOLD ACTED AS INTERIM EXECUTIVE DIRECTOR OF NATIONAL COURT REPORTERS ASSOCIATION (NCRA) FROM MAY TO SEPTEMBER 2017. HIS COMPANY, DAVE WENHOLD ENTERPRISES, ALSO PROVIDED LOBBYING SERVICES TO NCRA DURING 2017, AND THE COMPANY WAS PAID $125,000 FOR ITS SERVICES. 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE (EC) CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, S/T, AND THE IMMEDIATE PAST PRESIDENT. THE EXECUTIVE DIRECTOR SHALL SERVE AS A NONVOTING, EX OFFICIO OF THE EXECUTIVE COMMITTEE. THE EC SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY AND POWERS OF THE BOARD DURING INTERIM PERIODS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION SHALL BE OPEN TO INDIVIDUALS WHO SUBSCRIBE TO AND SUPPORT THE PURPOSE OF THE ASSOCIATION AND WHO MEET THE REQUIREMENTS FOR ONE OF THE CLASSES OF MEMBERSHIP. THEY ARE: PARTICIPATING MEMBERS - PERSONS WHO ARE SKILLED AND PRIMARILY ENGAGED IN THE VERBATIM STENOGRAPHIC REPORTING OF PROCEEDING BY THE USE OF SYMBOLS, MANUALLY OR BY STENOGRAPHIC MACHINE, AS AN OFFICIAL, FREELANCE REPORTER, CART PROVIDER, OR CAPTIONER. REGISTERED MEMBERS - ANY PARTICIPATING MEMBER WHO PASSES ONE OF THE ASSOCIATION'S CERTIFICATIONS OR WHO WAS A PROFESSIONAL MEMBER IN GOOD STANDING ON JULY 21, 1993. STUDENT MEMBERS - ANY STUDENT CONFIRMED TO BE ENROLLED IN A VERBATIM STENOGRAPHIC REPORTING OR SCOPING PROGRAM. HONORARY MEMBERS - ANY PERSON ATTAINED IN HIGH RANK IN THE REPORTING PROFESSION AS A PRACTITIONER OF THE ART OF VERBATIM STENOGRAPHIC REPORTING, AS AN AUTHOR OF VERBATIM STENOGRAPHIC LITERATURE, OR AS A BENEFACTOR OF THE PROFESSION, BUT WHO IS NOT IN THE ACTIVE PRACTICE OF VERBATIM STENOGRAPHIC REPORTING. ASSOCIATE MEMBERS - ANY PARTICIPATING OR REGISTERED MEMBER IN GOOD STANDING ON RETIRING FROM ACTIVE PRACTICE OF VERBATIM STENOGRAPHIC REPORTING. A TEACHER OF VERBATIM STENOGRAPHIC REPORTING, OR ANYONE CONNECTED IN AN OFFICIAL CAPACITY WITH A SCHOOL OR COLLEGE CONDUCTING A VERBATIM STENOGRAPHIC COURSE. RETIRED LIFETIME MEMBERS - ANY PARTICIPATING OR REGISTERED MEMBER IN GOOD STANDING WHO HAS PAID PARTICIPATING OR REGISTERED MEMBERSHIP DUES FOR A PERIOD OF THIRTY (30) CONSECUTIVE YEARS (TWENTY (20) CONSECUTIVE YEARS FOR THOSE APPROVED PRIOR TO JULY 21, 1993) AND IS NO LONGER ENGAGED IN VERBATIM STENOGRAPHIC REPORTING. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS SHALL ELECT THE OFFICERS AND DIRECTORS AT THE ANNUAL MEETING. ONLY REGISTERED MEMBERS MAY HOLD AN ELECTIVE OFFICE. ONLY PARTICIPATING, REGISTERED AND RETIRED LIFETIME MEMBERS MAY VOTE. THE OFFICERS, PRESIDENT-ELECT, VICE PRESIDENT, SECRETARY-TREASURER, SHALL BE ELECTED EACH YEAR. THE PRESIDENT-ELECT AUTOMATICALLY BECOMES THE PRESIDENT. THE NINE DIRECTORS SERVE THREE YEAR TERMS. THERE ARE THREE CLASSES OF THREE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SOME ROUTINE ACTIONS OF THE BOARD OF DIRECTORS MUST BE APPROVED BY A VOTE OF THE MEMBERSHIP. HOWEVER, THERE IS A SPECIAL PROCEDURE UNDER THE CONSTITUTION AND BYLAWS WHEREBY THE MEMBERS MAY PETITION AND VOTE BY A TWO-THIRDS MAJORITY TO APPEAL AND OVERTURN ANY ACTION OR DECISION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY CLIFTONLARSONALLEN CPAS WITH THE ASSISTANCE OF STAFF. A COPY OF THE FORM 990 IS THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DIRECTORS, OFFICERS AND KEY EMPLOYEES PREPARE AND SIGN CONFLICT OF INTEREST STATEMENTS THAT ARE REVIEWED BY THE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST RELATES TO A BOARD MATTER, THE BOARD MEMBER RECUSES THEMSELVES FROM THE DISCUSSION AND/OR THE VOTE AND THE MINUTES DOCUMENT THE CONFLICT OF INTEREST AND THE REASON FROM THE RECUSAL. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A COMPENSATION COMMITTEE THAT MEETS TO REVIEW AND APPROVE THE COMPENSATION POLICIES AND COMPENSATION PLANS FOR EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER (CEO). IN ADDITION, OUTSOURCED COMPENSATION CONSULTANTS AND EXTERNAL DATA ARE UTILIZED TO PROVIDE AN INDEPENDENT ASSESSMENT. THIS PROCESS RECENTLY TOOK PLACE IN 2017. OFFICER AND KEY EMPLOYEE COMPENSATION PLANS ARE ALSO REVIEWED AND COMPARED TO COMPARABLE MARKET DATA, ENVIRONMENTAL CONDITIONS AND OTHER IMPACTFUL CRITERIA. IN ADDITION, OUTSOURCED COMPENSATION CONSULTANTS ARE UTILIZED TO PROVIDE AN INDEPENDENT ASSESSMENT. THIS PROCESS RECENTLY TOOK PLACE IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, CONSTITUTION & BYLAWS AND OTHER GOVERNING DOCUMENTS ARE LOCATED ON NCRA'S WEBPAGE AT WWW.NCRA.ORG. THE ASSOCIATIONS FORM 990 WILL BE PROVIDED UPON REQUEST. ADDITIONAL INFORMATION MAY BE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G ARTWORK AND PHOTOGRAPHY 54,101. RENEWAL SOLICITATION & FULFILLMENT 24,885. OTHER PROFESSIONAL FEES 538,521. OUTSOURCING 28,431. MEMBERSHIP RECRUITMENT TACTICS 48,787. FORM 990, PART XI, LINE 9: NCRA SERVICE CORPORATION INVESTMENT LOSS -58,391. NATIONAL COURT REPORTERS FOUNDATION 12030 SUNRISE VALLEY DRIVE SUITE 40 RESTON VA 20191 541153729 SUPPORT REPORTING & CAPTIONING PROFESSIONALS WITH PHILANTHROPIC ACTIVITIES. VA 501(C)(3) LINE 12A, I NATIONAL COURT REPORTERS ASSOCIATION 1 NATIONAL COURT REPORTERS ASSOCIATION PAC 12030 SUNRISE VALLEY DRIVE SUITE 40 RESTON VA 20191 541509157 POLITICAL ACTION COMMITTEE VA 527 NATIONAL COURT REPORTERS ASSOCIATION 1 NCRA SERVICE CORPORATION 12030 SUNRISE VALLEY DRIVE SUITE 40 RESTON VA 20191 541826672 MARKETING DE YES C 0.75000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NATIONAL COURT REPORTERS FOUNDATION O 184232 CASH VALUATION NATIONAL COURT REPORTERS FOUNDATION Q 16148 CASH VALUATION