2015-11-12T10:54:26-06:00 2014-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2014-01-01 521111515 INSTITUTE FOR CREDENTIALING EXCELLENCE INST 2023671165 2025 M STREET NW NO 800 WASHINGTON DC 200362422 DENISE ROOSENDAAL EXECUTIVE DIRECTOR 2023671165 2015-11-12 1 LOUIS VERZELLA CPA P00360279 6106689400 2015-10-20 2014 2016-02-25 16:41:14Z DENISE ROOSENDAAL 2025 M STREET NW NO 800 WASHINGTON DC 200362422 1771402 0 X WWW.CREDENTIALINGEXCELLENCE.ORG X 1977 DC ADVANCES CREDENTIALING THROUGH EDUCATION,STANDARDS,RESEARCH, AND ADVOCACY TO ENSURE COMPETENCE ACROSS PROFESSION AND OCCUPATIONS. 9 9 0 0 0 0 0 0 1520885 1673548 36328 16110 70793 81242 1628006 1770900 0 0 0 0 0 0 0 0 0 1603596 1788728 1603596 1788728 24410 -17828 1561469 1569772 655830 684050 905639 885722 ADVANCES CREDENTIALING THROUGH EDUCATION,STANDARDS,RESEARCH, AND ADVOCACY TO ENSURE COMPETENCE ACROSS PROFESSION AND OCCUPATIONS. 0 0 511717 565155 ANNUAL MEETING- OPPORTUNITY FOR MEMBERS TO GATHER AND DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY AND SHARE IDEAS FOR IMPROVEMENTS. 184324 129936 EDUCATIONAL EVENTS- EDUCATION FOR CREDENTIALING SPECIALISTS AND EXECUTIVES. 123166 1043052 COMMITTEE- PLANNING FOR ORGANIZATION STRATEGY AND PROGRAM IMPLEMENTATION AND OTHER PROGRAM SERVICES 819207 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN INC 2025301150 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 X REBECA LEBUHN PUBLIC MEMBER 0.50 X 0 0 0 CARY LIST CFPCA PAST PRESIDENT (P) 1.00 X 0 0 0 RONALD G HAVLICK SEC/TREAS. (P) 0.50 X 0 0 0 DON BALASA JD MBA NCCA CHAIR (P) 2.00 X 0 0 0 LINDA WATERS SUSTAINING MEMBER 0.50 X 0 0 0 JOAN CAMPBELL ELECTED BOARD MEMBER 0.50 X 0 0 0 DENISE ROOSENDAAL EXECUTIVE DIRECTOR (P) 40.00 X 0 0 0 DENISE FANDELCAE VICE CHAIR 2.00 X 0 0 0 LINDA LYSOBYMS CHAIR 1.00 X 0 0 0 CLAUDIA ZACHARIAS SEC/TREAS. 0.50 X 0 0 0 RONALD KRUZEL NCCA CHAIR 2.00 X 0 0 0 JOHNNA GUEORGUIEVA ELECTED BOARD MEMBER 0.50 X 0 0 0 TRACY LOFTY ELECTED BOARD MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2025 M ST NW WASHINGTON DC 20036 MANAGEMENT SERVICES 1012607 JACOBSON HOLMAN 400 SEVENTH STREET NW WASHINGTON DC 20004 LEGAL 102546 2 ACCREDITATION FEES 900099 621527 621527 ANNUAL CONVENTION 900099 565155 565155 MEMBERSHIP DUES 900099 356930 356930 SEMINARS 900099 129936 129936 1673548 16108 16108 504 502 2 2 2 RESEARCH SPONSORSHIP 900099 53572 53572 MISCELLANEOUS 900099 16649 16649 PUBLICATIONS 900099 11021 11021 81242 1770900 1738143 0 32757 265820 265820 150467 150467 15500 15500 3283 3283 27156 27156 24633 24633 11183 11183 515666 511717 3949 32077 32077 14688 14688 NCCA ADMINISTRATIVE 307929 307929 EDUCATIONAL EVENTS 184324 184324 ABC ADMINSTRATIVE 61332 61332 CREDIT CARD FEES 40693 40693 133977 123166 10811 1788728 819207 969521 0 190144 315238 879469 782180 29458 29416 18187 19816 96235 72176 56136 24059 385675 396663 2400 2400 1561469 1569772 29980 32781 625850 651269 655830 684050 X 905639 885722 905639 885722 1561469 1569772 -17828 -2089 0 X X 0 1 X 1 0 X 300205 299165 315035 356930 1271335 1286566 1012066 1045589 1205850 1316618 5866689 1286566 1312271 1344754 1520885 1673548 7138024 0 0 0 7138024 11220 12987 11649 16632 16108 68596 11220 12987 11649 16632 16108 68596 30319 16980 59322 70793 81242 258656 1328105 1342238 1415725 1608310 1770898 7465276 0.95620 0.96150 0.00920 0.00990 X 96235 72176 24059 24059 X 1768811 -2089 -2089 1770900 0 1770900 1788728 0 1788728 0 1788728 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY ICE AND RECOGNIZE A TAX LIABILITY IF ICE HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. ICE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN MAINTAINS THE BOOKS AND RECORDS OF THE ORGANIZATION AND PERFORMS OTHER RELATED MANANGEMENT AND ADMININSTRATIVE FUNCTIONS FOR WHICH IT IS COMPENSATED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A PER THEIR BYLAWS, MEMBERS ARE GIVEN THE VOTING RIGHTS FOR BOARD OF DIRECTOR ELECTIONS. FORM 990, PART VI, SECTION A, LINE 7B PER THE ORGANIZATION'S 'BYLAWS, MEMBERS OR THE BOARD OF DIRECTORS MAY VOTE ON CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD REVIEWS AND APPROVES THE FORM 990 FORM 990, PART VI, SECTION B, LINE 12C AT EACH MEETING OF THE BOARD OF DIRECTORS, THE CONFLICT OF INTEREST POLICY IS RESTATED, AND EACH DIRECTOR IS REQUESTED TO STATE ANY CONFLICTS THAT NEED TO BE DECLARED. FORM 990, PART VI, SECTION C, LINE 19 ICE PRODUCES AN ANNUAL REPORT EACH YEAR WHICH IS AVAILABLE TO THE PUBLIC. THE GOVERNING DOCUMENTS AND POLICIES ARE POSTED IN THE MEMBERS ONLY SECTION OF THE ICE WEBSITE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990. PART XII, LINE 2C. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.