2024-03-20T13:06:46-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 815064011 NATIONAL BOARD FOR HEALTH & WELLNESS COACHING INC NATI 4046801787 PO BOX 16307 SAN DIEGO CA 92176 SCOTT MORCOTT CHAIR 4046801787 2024-03-20 1 SCOTT MORCOTT 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z SCOTT MORCOTT PO BOX 16307 SAN DIEGO CA 92176 1444986 0 X WWW.NBHWC.ORG X 2017 DE SEE PART III, LINE 1. 12 11 6 60 0 0 449760 216519 1076739 1224512 0 635 6243 3320 1532742 1444986 0 0 0 0 505883 559268 0 0 0 525163 817946 1031046 1377214 501696 67772 947824 1014168 0 20 947824 1014148 X THE MISSION OF THE NBHWC IS TO SUPPORT INDIVIDUALS IN IMPROVING THEIR HEALTH AND WELL-BEING, PREVENTING AND MANAGING CHRONIC DISEASE, MAKING IMPORTANT HEALTH DECISIONS AND OPTIMIZING THEIR LIFESTYLES TO ACHIEVE THEIR BEST POSSIBLE OVERALL WELL-BEING. 0 0 THE ORGANIZATION'S MISSION IS PURSUED THROUGH THE FOLLOWING THREE-PRONGED APPROACH:1) TO INTEGRATE KNOWLEDGEABLE, SKILLED AND CREDENTIALED PROFESSIONAL HEALTH AND WELLNESS COACHES INTO THE HEALTHCARE SYSTEM WHO FACILITATE LASTING CHANGE OF MINDSETS AND BEHAVIORS TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS.2) TO SUPPORT INTEGRATION OF BASIC COACHING SKILLS INTO THE PRACTICES OF HEALTH PROFESSIONS, SO THAT HEALTHCARE PROVIDERS ARE BETTER ABLE TO CATALYZE AND SUPPORT ENGAGEMENT IN HEALTH-ENHANCING LIFESTYLES.(CONTINUED ON SCHEDULE O)3) TO ADVANCE A COLLABORATIVE RESEARCH AGENDA AND COMPILE EVIDENCE ON BEST PRACTICES. THIS WOULD ALLOW FOR REFINEMENT AND FURTHER EVALUATION OF HEALTH COACHING METHODOLOGY, AS WELL AS INFORM TRAINING AND EDUCATION PRACTICES. 0 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 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 28 0 1 6 1 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 0 0 X NICOLE POPE 4046801787 PO BOX 16307 SAN DIEGO CA 92176 SCOTT MORCOTT CHAIR 4.00 0.00 X X 0 0 0 JESSICA MATTHEWS VICE CHAIR 2.00 0.00 X X 0 0 0 JOCELYN WEISS TREASURER 2.00 0.00 X X 0 0 0 BETTINA BEECH SECRETARY 2.00 0.00 X X 0 0 0 RUTH Q WOLEVER BOARD MEMBER 1.00 0.00 X 0 0 0 CINDY SCHULTZ BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN LAWSON BOARD MEMBER 1.00 0.00 X 0 0 0 MARGARET MOORE BOARD MEMBER (UNTIL 11/1/2023) 10.00 0.00 X 0 0 0 ELISA MOLL BOARD MEMBER 1.00 0.00 X 0 0 0 PAULA WALKER BOARD MEMBER 1.00 0.00 X 0 0 0 ANTOINETTE CROCKRELL BOARD MEMBER 1.00 0.00 X 0 0 0 MOAIN ABU DABRH BOARD MEMBER 2.00 0.00 X 0 0 0 BORRIS VILIC BOARD MEMBER 1.00 0.00 X 0 0 0 LEIGH-ANN WEBSTER EXECUTIVE DIRECTOR 40.00 0.00 X 171521 0 0 NICOLE POPE DIRECTOR OF OPERATIONS 40.00 0.00 X 170563 0 0 342084 0 0 2 0 1 0 TIM CLINE LLC 320 FT DUQUESNE BLVD UNIT 4J PITTSBURGH PA 15222 CURRICULUM & ASSESSMENT DEVELOPMENT 132125 1 20734 195785 216519 CERTIFICATION 900099 1224512 1224512 1224512 635 635 3320 0 3320 3320 1444986 1227832 0 635 X 342085 107693 68567 40923 442 3750 434624 43662 25839 15000 104250 36494 23310 REIMBURSED EXPENSES 53812 CREDIT CARD PROC. FEES 26372 HONORARIUM 24775 401K ADMIN COSTS 3995 21621 1377214 946387 1014168 1437 947824 1014168 20 0 20 X 947824 1014148 947824 1014148 947824 1014168 67772 -1448 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 0 LEIGH-ANN WEBSTER EXECUTIVE DIRECTOR 171521 0 0 0 0 0 0 0 0 0 171521 0 0 0 NICOLE POPE DIRECTOR OF OPERATIONS 170563 0 0 0 0 0 0 0 0 0 170563 0 0 0 SCHULTZ CONSULTING SCHULTZ CONSULTING IS OWNED BY BOARD MEMBER CINDY SCHULTZ 46818 SCHULTZ CONSULTING WAS PAID FOR CINDY SCHULTZ'S WORK ON A GRANT. THE PAYMENTS ARE UNRELATED TO HER RESPECTIVE BOARD POSITION. 0 TIM CLINE LLC TIM CLINE, LLC IS OWNED BY FORMER BOARD MEMBER TIM CLINE 132125 TIM CLINE, LLC WAS PAID FOR TIM CLINE'S WORK ON A GRANT. THE PAYMENTS ARE UNRELATED TO HIS FORMER BOARD POSITION. 0 FORM 990, PART VI, SECTION A, LINE 6 NBHWC HAS TWO CLASSES OF MEMBERSHIP: "CLASS A AND "CLASS B". ANY PERSON WHO ACCEPTS ELECTION OR APPOINTMENT AS A DIRECTOR OF THE CORPORATION PURSUANT TO THE BYLAWS IS A "CLASS A" MEMBER. THE "CLASS A" MEMBERS VOTE AS A CLASS. THE NATIONAL BOARD OF MEDICAL EXAMINERS, INC. IS THE "CLASS B" MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE GOVERNING DOCUMENTS ARE SUBJECT TO APPROVAL OF TWO-THIRDS OF THE DIRECTORS, SUBJECT TO THE APPROVAL OF THE CLASS B MEMBER, THE NATIONAL BOARD OF MEDICAL EXAMINERS, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND SENT VIA EMAIL TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES, IF ANY, COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PRIOR TO TAKING OFFICE AND/OR BEGINNING EMPLOYMENT AND ANNUALLY THEREAFTER. EACH COVERED PERSON UPDATES THE QUESTIONNAIRE AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. WHEN A COVERED PERSON BECOMES AWARE OF A PREVIOUSLY UNDISCLOSED CURRENT OR PROPOSED COVERED TRANSACTION, HE OR SHE HAS A DUTY TO IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION, IN WRITING, TO THE BOARD OF DIRECTORS OR ANY APPLICABLE COMMITTEE. WHEN A COVERED PERSON IS THE COVERED PERSON IN A PROPOSED COVERED TRANSACTION (THE "INTERESTED COVERED PERSON"), HE OR SHE MUST: (A) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE CORPORATION TO ENTER INTO THE COVERED TRANSACTION; AND (B) PHYSICALLY EXCUSE HIMSELF/HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION WITH OFFICERS AND EMPLOYEES OF THE CORPORATION AND AT MEETINGS OF THE BOARD OR ANY APPLICABLE COMMITTEE, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE COVERED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SET THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD COMPARED OTHER SIMILAR SIZED NON-PROFITS COMPENSATION FOR THEIR EXECUTIVE DIRECTORS IN ITS REVIEW. IT ALSO WEIGHED THE RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR TO ARRIVE AT A FAIR COMPENSATION AMOUNT. THE LAST COMPENSATION REVIEW TOOK PLACE IN APRIL 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS 220,818. PROGRAM APPROVAL FEES 22,191. CONTRACT SERVICES 59,001. CONSULTING FEES 43,363. HUMAN RESOURCES 2,071. PROGRAM APPROVAL SPECIALIST 87,180. NATIONAL CONSORTIUM FOR CREDENTIALING HEALTH & WELLNESS COACHES PO BOX 16307 SAN DIEGO CA 92176 455391957 SUPPORT HEALTH & WELLNESS COACHING DE 501(C)(3) LINE 7 N/A 0 NATIONAL BOARD OF MEDICAL EXAMINERS 3750 MARKET STREET PHILADELPHIA PA 19104 231352238 PROTECT THE HEALTH OF THE PUBLIC THROUGH ASSESSMENT OF HEALH PROFESSIONALS DC 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0