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NATIONAL TRANSITIONS OF CARE COALITION

DEWEY, AZ · EIN 300704166 · Form 990EZ · FY2022 · NTEE E70 · Health Care · Micro (<$100K) · www.ntocc.org
revenue
$68K
expenses
$74K
net assets
$280K
employees
mission · from form 990

TO ADDRESS PROBLEMS ASSOCIATED WITH TRANSITIONS OF CARE.

profile · synthesized from sources

Nonprofit coalition focused on improving transitions of care across the U.S. healthcare system. Convenes healthcare professionals, policymakers, and stakeholders to identify systemic barriers and co-create solutions for safer patient handoffs between care settings. Produces reports, resources, and educational initiatives to advance policy and practice reforms in care coordination.

named programs · 4 · from sources

what they call their work

Care Transitions Bundle
Set of 7 evidence-based elements and definitions designed to support successful transitions of care, updated in 2022 and made available as downloadable resources
Lunch & Learn Series
Free online webinar series providing updates on care transition research and policy, including discussion of CMS models and summit findings
NTOCC Working Summit
Annual interdisciplinary event bringing together healthcare leaders to identify barriers and co-create solutions for improving care transitions through interactive sessions and policy discussions
Transitions of Care Pharmacists 10 Principles
Framework developed by the Transitions of Care Pharmacists Advisory Committee to guide pharmacist involvement in care coordination and medication management during transitions
activities · 3 groups

what they do

  • Care Transitions Resource Development & Dissemination 24 activities
    • Convening Healthcare IT Innovations Task Force
      Established a task force to bring together healthcare technology thought leaders to address challenges in care transitions through technological innovation.
    • Convening Healthcare Technology Thought Leaders
      Established the Healthcare IT Innovations Task Force to bring together thought leaders in healthcare technology to address challenges related to care transitions.
    • Convening Summits and Discussions on Care Transitions
      Organizes national Working Summits and strategic roundtable discussions in Washington, DC, bringing together healthcare professionals to examine challenges, identify priorities, and co-create solutions for improving care transitions.
    • Convening Summits and Roundtables on Care Transitions
      Organizes national Working Summits and strategic roundtable discussions for healthcare professionals to examine challenges, identify priorities, share insights, and co-create solutions for improving care transitions.
    • Convening Summits and Roundtables on Care Transitions
      Organizes national Working Summits and strategic roundtable discussions, such as the NTOCC Transitions of Care Working Summit in Washington, DC, to bring together healthcare professionals to examine challenges, identify priorities, and co-create solutions for improving care transitions.
    • Developing Patient Empowerment Tools
      Launches specific patient empowerment tools and resources, such as "Taking Control of Your Heart Failure: Life After a Heart Failure Hospitalization" and "COVID-19 Health Management," to assist patients and caregivers in managing their health and discussing concerns with healthcare professionals.
    • Developing Patient Empowerment Tools
      Creates and shares consumer-focused tools and resources, such as "Taking Control of Your Heart Failure: Life After a Heart Failure Hospitalization," "COVID-19 Health Management," and "Taking Care of My Pain Management," to assist patients and caregivers in understanding and managing healthcare transitions.
    • Developing Principles and Guidelines for Care Transitions
      Makes significant changes to existing frameworks like the Care Transitions Bundle and releases principles such as the Transitions of Care Pharmacists 10 Principles to guide successful transitions of care.
    • Developing and Disseminating Care Transition Resources
      Creates and distributes white papers, statements, tools, and resources, including the NTOCC Compendium, to help healthcare professionals, patients, and caregivers establish safer transitions of care. These resources are available globally and free of charge.
    • Developing and Disseminating Care Transition Resources
      Creates and distributes white papers, statements, tools, and resources to define transition issues and help healthcare professionals, patients, and caregivers establish safer transitions of care. These resources are available globally and free of charge.
    • Developing and Disseminating Care Transition Resources
      Creates and distributes white papers, statements, tools, and resources, including a Compendium, to help healthcare professionals, patients, and caregivers establish safer transitions of care. These resources are available globally and free of charge.
    • Developing and Disseminating Care Transition Resources
      Creates and distributes white papers, statements, tools, and resources, including the NTOCC Compendium, to help healthcare professionals, patients, and caregivers establish safer transitions of care. These resources address issues like medication management, patient empowerment, and pain management.
    • Developing and Updating Care Transition Frameworks and Principles
      Makes significant changes to established frameworks like the Care Transitions Bundle and releases principles such as the Transitions of Care Pharmacists 10 Principles to improve successful transitions of care.
    • Engaging Stakeholders and Members
      Engages organizations to increase awareness of care transition challenges, provides Associate Members with advanced notification of information, and offers free enrollment for electronic updates on NTOCC activities and resources.
    • Facilitating Member Engagement and Information Sharing
      Offers free enrollment for electronic updates, provides advanced notification of coalition information to Associate Members, and hosts webinars to share report findings and discuss new models addressing care transition concerns.
    • Hosting Working Summits and Conferences
      Organizes national Working Summits in Washington, DC, bringing together healthcare professionals for strategic roundtable discussions, live solution mapping, and hands-on working sessions to examine challenges, identify priorities, and co-create solutions for improving care transitions.
    • Providing Educational Programs and Toolkits
      Introduces training programs and toolkits, such as the Care Transitions Bundle and Pharmacist Principles, and maintains an online Educational Library and Compendium Materials to educate stakeholders on care transitions.
    • Providing Educational Programs and Training
      Offers training programs, toolkits (including the Care Transitions Bundle and Pharmacist Principles), and online webinars as part of the NTOCC Lunch & Learn Series to share findings and discuss new models addressing care transition concerns.
    • Providing Educational Training Programs and Toolkits
      Introduces training programs and toolkits, including the Care Transitions Bundle, Pharmacist Principles, and NTOCC Powtoon video, to enhance understanding and implementation of best practices in care transitions.
    • Providing Training Programs and Educational Resources
      Offers training programs and toolkits, such as the Care Transitions Bundle and Pharmacist Principles, and hosts free online webinars as part of the NTOCC Lunch & Learn Series to share findings and discuss new models addressing care transition concerns.
    • Publishing Research and Reports on Care Transitions
      Produces research, including videos and reports, detailing findings from summits and task forces, such as the Healthcare IT Innovations Task Force, to guide strategic priorities and inform national conversations on patient protection during care transitions. This includes significant changes to the Care Transitions Bundle and the release of Pharmacists 10 Principles.
    • Publishing Research and Reports on Care Transitions
      Produces videos, reports, and conference white papers that highlight key issues in care transitions, such as the role of pharmacists in patient safety, and detail findings from summits to guide strategic priorities and inform national conversations.
    • Publishing Research and Reports on Care Transitions
      Produces videos, conference white papers, and reports detailing findings from summits and task forces, such as the Healthcare IT Innovations Task Force and the Transitions of Care Pharmacists Advisory Committee, to inform national conversations and guide strategic priorities for improving patient protection during care transitions.
    • Publishing Research and Reports on Care Transitions
      Produces videos, conference white papers, and reports detailing findings from summits and task forces to support recommended considerations for improving transitions and care coordination, and to guide strategic priorities.
  • Member Networking & Communication Services 1 activity
    • Engaging Members and Stakeholders
      Engages organizations and Associate Members by providing electronic updates, advanced notification of activities, and opportunities to comment on initiatives, while also showcasing an educational online library and compendium materials.
  • Uncategorized 1 activity
    • Hosting Online Webinars and Educational Series
      Hosts free online webinars as part of its Lunch & Learn Series to share report findings and discuss new CMS models addressing concerns identified during summits.
financials · form 990EZ · fy2022
revenue
Total revenue$68K
Contributions & grants
Program service revenue$68K100%
Investment income
Other revenue
expenses
Total expenses$74K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits
Grants paid out
balance sheet
Total assets$280K
Cash
Investments
Liabilities
Net assets$280K
2 years on record · 2020–2022 · YoY revenue -57.8%
leadership · form 990 part vii · fy2022

who runs it

board members · 6
  • CHERI LATTIMER — EXECUTIVE DIRECTOR
  • H EDWARD DAVIDSON — DIRECTOR
  • JACKIE VANCE — DIRECTOR
  • ROBYN GOLDEN — DIRECTOR
  • SAMUEL STOLPE — DIRECTOR
  • SARA M PANELLA — DIRECTOR
relationships · 79

who they work with

  • ACHIEVE Partner — Executive Director Cheri Lattimer maintains an active role on their board/committee
  • AMDA The Society for Post-Acute and Long-Term Care Medicine Partner — Employer of NTOCC Director Alex Bardakh
  • ASCP Partner — Chad Worz, PharmD, BCGP, Chief Executive Officer of ASCP, spoke at the 2025 NTOCC Working Summit.
  • ASCP Partner — Chad Worz, PharmD, BCGP, Chief Executive Officer, ASCP, spoke at the Summit on pharmacists' impact on transitions of care.
  • AUSA Partner — Hosts the General Gordon R. Sullivan Conference and Event Center for the NTOCC Summit.
  • AXA Assistance USA Inc. Coalition — Member of the NTOCC Advisors Council
  • Academy of Managed Care Pharmacy (AMCP) Coalition — Member of the NTOCC Advisors Council
  • Advisors Council Partner — The Strategic Council aligns with the objectives of the Advisors Council to further NTOCC's mission.
  • Alliant Health Solutions Funder — Supported the production of a video highlighting the role of pharmacists in transitions of care.
  • Allied Against Opioid Abuse Partner — Acknowledged for contributions to the "Taking Care of My Pain Management" resource.
  • American Association of Homes and Services for the Aging (AAHSA) Coalition — Member of the NTOCC Advisors Council
  • American Board of Quality Assurance and Utilization Review Physicians (ABQAURP) Coalition — Member of the NTOCC Advisors Council
  • American College of Emergency Physicians (ACEP) Coalition — Member of the NTOCC Advisors Council
  • American Medical Directors Association (AMDA) Coalition — Member of the NTOCC Advisors Council
  • American Nurses Association Partner — Executive Director Cheri Lattimer maintains an active role on their board/committee
  • American Society for Healthcare Risk Management (ASHRM) Coalition — Member of the NTOCC Advisors Council
  • American Society of Consultant Pharmacists (ASCP) Coalition — Member of the NTOCC Advisors Council
  • American Society of Health-System Pharmacists (ASHP) Coalition — Member of the NTOCC Advisors Council
  • American Society on Aging (ASA) Coalition — Member of the NTOCC Advisors Council
  • Avant Pharmacy & Wellness Center Partner — Saswat Kabisatpathy, PharmD, Chief Strategic Officer of Avant Pharmacy & Wellness Center, presented a case study at the 2025 NTOCC Working Summit.
  • Avant Pharmacy & Wellness Center Partner — Saswat Kabisatpathy, PharmD, Chief Strategic Officer, Avant Pharmacy & Wellness Center, presented a case study at the Summit.
  • CMS Caregiver Workgroup Partner — Executive Director Cheri Lattimer maintains an active role on their board/committee
  • Case Management Society of America (CMSA) Coalition — Member of the NTOCC Advisors Council
  • Case Management Society of America (CMSA) Partner — Co-founded NTOCC in 2006.
  • Ceptor Consulting, LLC Partner — Tom Haithcoat, President of Ceptor Consulting, LLC, spoke at the 2025 NTOCC Working Summit.
  • Ceptor Consulting, LLC Partner — Tom Haithcoat, President, Ceptor Consulting, LLC, spoke at the Summit on the future of value-based care.
  • Consumers Advancing Patient Safety (CAPS) Coalition — Member of the NTOCC Advisors Council
  • Eastern VA Medical School Partner — Employer of NTOCC Director Dr. H. Edward Davidson
  • Emory Healthcare Partner — Employer of NTOCC Director Sara M. Panella
  • Emory Healthcare Partner — Sara Panella, PharmD, CPh, BCPS, FASHP, Director of Pharmacy, Population Health at Emory Healthcare, spoke at the 2025 NTOCC Working Summit.
+ 49 more