2025-10-10T09:17:56-05:00 2024-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2024-01-01 521620299 NATIONAL BOARD FOR CERTIFICATION IN OCCUPATIONAL THERAPY INC NATI 3019907979 ONE BANK STREET 300 GAITHERSBURG MD 208781555 ANGELA MACAULEY CURRENT PRESIDENT AND CEO 3019907979 2025-10-10 1 0 KEITH JENNINGS P01319883 3016526700 2025-10-10 2024 2025-03-06 01:10:19Z ANGELA MACAULEY ONE BANK STREET 300 GAITHERSBURG MD 208781555 22915683 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. 17 17 51 137 0 0 0 0 15122048 15487809 2565183 2941767 -234917 -222971 17452314 18206605 187500 1062664 0 0 7883749 8122330 0 0 0 12512836 9240649 20584085 18425643 -3131771 -219038 59192697 60522601 3153269 3746089 56039428 56776512 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 31 0 1 51 1 0 0 0 0 0 0 0 0 X 17 17 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 PAUL GRACE PRESIDENT/CEO (THRU SEPTEMBER 2024) 40.00 X 837416 0 42458 BEN PRICE PRESIDENT/CEO (FROM JULY 2024) 40.00 X 147943 0 3864 ALLAN FREEDMAN COO 40.00 X 301354 0 46566 JENNIFER GREGORY CFO 40.00 X 238433 0 22916 MEHUL PATEL VP, INFORMATION & TECHNOLOGY 40.00 X 284161 0 35694 MARGARET BENT MANAGING DIR., COMPETENCY 40.00 X 231225 0 39086 ANGELA MACAULEY SR VP, MARKETING & GOVERNA 40.00 X 211592 0 29130 SARAH CARROLL VICE PRESIDENT, RESEARCH & PSYCHOMETRICS 40.00 X 205132 0 29231 ELIZABETH WAGONSELLER VP, CREDENTIALING SERVICES 40.00 X 211665 0 29610 MARY SMITH CHAIRPERSON 1.00 X X 0 0 0 BRITTANY CURTIS 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 LAUREN GRAY BOARD MEMBER 1.00 X 0 0 0 MASHELLE PAINTER BOARD MEMBER 1.00 X 0 0 0 RAFAEL SALAZAR II 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 2668921 0 278555 9 0 1 0 NCS PEARSON INC 13036 COLLECTION CENTER DRIVE CHICAGO IL 60693 TESTING ADMINISTRATION 2008379 BREAKAWAY LTD 11311 MCCORMICK RD SUITE 400 HUNT VALLEY MD 21031 PRODUCT DEVELOPMENT 1450680 STARK MEDIA PLANNING LLC 100 JAY STREET 4F BROOKLYN NY 11201 MEDIA CAMPAIGN 895037 PROCTOR U INC 7901 JONES BRANCH DRIVE 330 MCLEAN VA 22102 TESTING DEVELOPMENT 448098 PROMETRIC LLC 1501 S CLINTON STREET SUITE 1200 BALTIMORE MD 21224 TESTING ADMINISTRATION 331264 5 EXAM FEES 611430 9755020 9755020 RENEWAL FEES 611430 3988130 3988130 ASPIRE TOOLS 611430 1236391 1236391 SCORE TRANSFERS 611430 277235 277235 INTERNATIONAL FEES 611430 157500 157500 73533 73533 15487809 2421342 2421342 558899 781870 -222971 -222971 -222971 4447633 3927208 520425 520425 520425 18206605 15487809 0 2718796 1062664 1525145 5207541 435390 496337 457917 30250 76687 29750 39603 262234 80962 992999 875493 1802374 95080 EXAMINATION 2568311 OTHER CREDENTIALING EXP 1029263 MARKETING, PR AND REGUL 764097 CERTIFICATION RENEWAL 428126 165420 18425643 1642651 1447970 1818824 1644052 85253 95628 678750 1224693 11221889 2533752 8362548 8688137 43449039 45219608 3155632 2202513 59192697 60522601 1973152 2376281 1144930 1334621 35187 35187 3153269 3746089 X 56039428 56776512 56039428 56776512 59192697 60522601 -219038 956122 0 X X 0 1 X 1 0 1914095 1914095 4466222 925691 3540531 4251615 1092610 3159005 200147 191767 8380 389810 323684 66126 8688137 SECURITIES & OTHER INVESTMENTS 45219608 F 45219608 TENANT SECURITY DEPOSITS 35187 35187 X 19904994 956122 781870 1737992 18167002 39603 39603 18206605 19167910 781870 781870 18386040 39603 39603 18425643 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, 2021 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 90163 0 OTC DATABASE DEVELOPMENT OCCUPATIONAL THERAPY COMPACT COMMISSION 201 PARK WASHINGTON CT FALLS CHURCH VA 22046 931611216 112500 0 OCCUPATIONAL THERAPY COMPACT SUPPORT INSTITUTE FOR CREDENTIALING EXCELLENCE PO BOX 713262 CHICAGO IL 60677 521111515 501(C)(3) 10001 0 CREDENTIALING RESEARCH GRANT AOTF 12300 TWINBROOK PARKWAY SUITE 520 ROCKVILLE MD 20852 136189382 501(C)(3) 850000 0 IMPLEMENTATION RESEARCH GRANT 2 2 PART I, LINE 2: AMOUNTS GIVEN WERE FOR SPECIFIC PURPOSES, NOT GRANTS, SO NO CONTINUOUS MONITORING X 0 0 X X X X 0 0 0 PAUL GRACE PRESIDENT/CEO (THRU SEPTEMBER 2024) 437416 0 400000 0 0 0 31350 0 11108 0 879874 0 0 0 BEN PRICE PRESIDENT/CEO (FROM JULY 2024) 147943 0 0 0 0 0 0 0 3864 0 151807 0 0 0 ALLAN FREEDMAN COO 291200 0 10154 0 0 0 27146 0 19420 0 347920 0 0 0 JENNIFER GREGORY CFO 227971 0 10462 0 0 0 21507 0 1409 0 261349 0 0 0 MEHUL PATEL VP, INFORMATION & TECHNOLOGY 274007 0 10154 0 0 0 25587 0 10107 0 319855 0 0 0 MARGARET BENT MANAGING DIR., COMPETENCY 221071 0 10154 0 0 0 20854 0 18232 0 270311 0 0 0 ANGELA MACAULEY SR VP, MARKETING & GOVERNA 201438 0 10154 0 0 0 19023 0 10107 0 240722 0 0 0 SARAH CARROLL VICE PRESIDENT, RESEARCH & PSYCHOMET 196209 0 8923 0 0 0 18475 0 10756 0 234363 0 0 0 ELIZABETH WAGONSELLER VP, CREDENTIALING SERVICES 201511 0 10154 0 0 0 19023 0 10587 0 241275 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED WITH THE CEO, COO 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. 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 558899 8857174 NBCOT OWNS 100