2022-10-18T08:41:28-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-07-01 362472009 NATIONAL CONFERENCE OF BAR EXAMINERS NATI 6082808550 302 SOUTH BEDFORD STREET MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT/CEO 6082808550 2022-10-17 1 JUDITH GUNDERSEN 999009999 LAURA SCHWEITZER CPA P01760010 6086628600 2022-10-17 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JUDITH GUNDERSEN 302 SOUTH BEDFORD STREET MADISON WI 537033622 67808586 0 X WWW.NCBEX.ORG X 1931 IL THE NATIONAL CONFERENCE OF BAR EXAMINERS DEVELOPS VARIOUS MULTISTATE BAR EXAMINATIONS AND PROVIDES EDUCATIONAL, INVESTIGATIVE, AND OTHER SERVICES FOR VARIOUS STATE BAR EXAMINERS AND OTHER PARTIES CONCERNED WITH BAR ADMISSIONS. 12 11 118 93 0 0 14000 14000 20340918 28079711 8255222 8569370 0 0 28610140 36663081 236000 301000 0 0 12555146 13773335 0 0 0 8118912 9885680 20910058 23960015 7700082 12703066 158874886 143760140 6196453 5835601 152678433 137924539 X NATIONAL CONFERENCE OF BAR EXAMINERS PROMOTES FAIRNESS, INTEGRITY, AND BEST PRACTICES IN ADMISSION TO THE LEGAL PROFESSION FOR THE BENEFIT AND PROTECTION OF THE PUBLIC. WE SERVE ADMISSION AUTHORITIES, COURTS, THE LEGAL EDUCATION COMMUNITY, AND CANDIDATES BY PROVIDING HIGH-QUALITY ASSESSMENT PRODUCTS, SERVICES AND RESEARCH; CHARACTER INVESTIGATIONS; AND INFORMATIONAL AND EDUCATIONAL RESOURCES AND PROGRAMS. 0 0 13550734 21405371 EXAM SERVICES: NCBE DEVELOPS AND PRODUCES THE LICENSING AND PROFESSIONAL RESPONSIBILITY TESTS USED BY MOST US JURISDICTIONS FOR ADMISSION TO THE BAR, INCLUDING THE MULTISTATE BAR EXAM, MULTISTATE ESSAY EXAM, MULTISTATE PERFORMANCE TEST, AND MULTISTATE PROFESSIONAL RESPONSIBILITY EXAM. NCBE SUPPORTS JURISDICTIONS BY SUPPLYING SCORING SERVICES, RESEARCH SERVICES, AND EDUCATION AND TRAINING FOR ADMISSIONS STAFF, BOARDS, AND GRADERS. NCBE SUPPORTS APPLICANTS BY MAINTAINING THEIR NCBE ACCOUNTS THROUGHOUT THEIR LEGAL CAREERS AND PROVIDING SCORE SERVICES UPON REQUEST. NCBE SUPPORTS LAW SCHOOLS BY SUPPLYING MPRE AGGREGATE SCORE REPORTS AND BAR PASSAGE REPORTS. NCBE ALSO OFFERS CANDIDATES AND LAW SCHOOLS LOW-COST STUDY AIDS WITH AUTHENTIC BAR EXAM AND MPRE PRACTICE QUESTIONS. 205,497 BAR EXAMINEES SERVED. 4368509 6653595 INVESTIGATIVE SERVICES: THE CONFERENCE CONDUCTS CHARACTER AND FITNESS INVESTIGATIONS ON BEHALF OF JURISDICTIONS AS REQUIRED FOR ADMISSION TO THE BAR. 15,954 BAR APPLICANTS SERVED. 1849368 301000 20745 EDUCATION SERVICES: NCBE PROVIDES EDUCATION AND TRAINING SPECIFICALLY DESIGNED FOR COURTS, BAR EXAMINERS, AND BAR ADMISSIONS STAFF. EDUCATION INCLUDES PUBLICATIONS, WEBSITE RESOURCES, WEBINARS, AND IN-PERSON CONFERENCES; NCBE SUBSIDIZES A MAJOR PORTION OF THE TRAVEL EXPENSES SO THAT EVERY JURISDICTIONS' REPRESENTATIVES CAN ATTEND IN-PERSON CONFERENCES. NCBE PROVIDES FINANCIAL, PROFESSIONAL, AND TECHNICAL SUPPORT TO THE COUNCIL OF BAR ADMISSION ADMINISTRATORS (CBAA). NCBE ALSO CREATES EDUCATIONAL COMMUNICATIONS AND EVENTS FOR LEGAL EDUCATORS. WE WORK WITH ORGANIZATIONS THAT SUPPORT STUDENTS PREPARING FOR LAW SCHOOL AND THE BAR, ADVANCING OUR SHARED GOALS, AND BUILDING FOUNDATIONS FOR THE FUTURE OF THE LEGAL PROFESSION. 931 INDIVIDUALS EDUCATED. 19768611 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 150 0 118 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X VICKI MILLARD 6082808550 302 SOUTH BEDFORD ST MADISON WI 537033622 SUZANNE RICHARDS CHAIR 6.00 X X 0 0 0 TIMOTHY WONG CHAIR ELECT 6.00 X X 0 0 0 HULETT ASKEW IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 JOHN MCALARY SECRETARY 6.00 X X 0 0 0 ANN SCOTT TIMMER TRUSTEE 6.00 X 0 0 0 ANTHONY SIMON TRUSTEE 6.00 X 0 0 0 ARLENE COLEMAN TRUSTEE 6.00 X 0 0 0 AUGUSTIN RIVERA JR TRUSTEE 6.00 X 0 0 0 SOLOMON OLIVER JR TRUSTEE 6.00 X 0 0 0 DARIN SCHEER TRUSTEE 6.00 X 0 0 0 SCOTT BALES TRUSTEE 6.00 X 0 0 0 MARILYN WELLINGTON TRUSTEE 6.00 X 0 0 0 JUDITH GUNDERSEN PRESIDENT AND CEO 37.50 X X 391510 0 33667 VICKI MILLARD CFO 37.50 X 184504 0 41350 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 37.50 X 196214 0 17975 KELLIE EARLY CHIEF STRATEGY OFFICER 37.50 X 217191 0 37513 KENT BRYE DIRECTOR OF IT 37.50 X 181659 0 39141 ROSEMARY RESHETAR DIRECTOR OF ASSESSMENT & RESEARCH 37.50 X 237850 0 12931 MARK RAYMOND DIR. OF ASSESSMENT DESIGN & DELIVERY 37.50 X 210166 0 22770 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 37.50 X 179451 0 25197 DOUGLAS RIPKEY DEPUTY DIRECTOR OF ASSESSMENT & RESEARCH 37.50 X 169854 0 39591 CHERRY BETH HILL DIR. OF TEST DEV, OPER & SECURITY 37.50 X 184925 0 32841 BRAD GILBERT GENERAL COUNSEL AND CAO 37.50 X 165813 0 37924 2319137 0 340900 36 0 1 0 NCS PEARSON INC 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 EXAM ADMINISTRATION 3375654 LSC COMMUNICATIONS LLC 2501 MCGAVOCK PIKE SUITE 1702 NASHVILLE TN 37214 PRINTING AND HANDLING EXAMS 269139 WATERMELON EXPRESS INC 233 S WACKER DRIVE STE 5700 CHICAGO IL 60606 SOFTWARE PLATFORM LICENSING FEES FOR HOS 178584 EQUIFAX VERIFICATION SERVICES 11432 LACKLAND RD ST LOUIS MO 63146 EMPLOYMENT VERIFICATION SERVICES 171298 NATIONAL STUDENT CLEARINGHOUSE 2300 DULLES STATION BLVD STE 300 HERNDON VA 20171 EDUCATION VERIFICATION SERVICES 165815 6 14000 14000 EXAMINATION SERVICES 611710 21405371 21405371 INVESTIGATIVE SERVICES 561611 6653595 6653595 EDUCATION SERVICES 611430 20745 20745 28079711 2916092 2916092 36798783 31145505 5653278 5653278 5653278 36663081 28079711 0 8569370 X 297000 297000 4000 4000 1486510 501577 984933 9155632 7783010 1372622 634754 534124 100630 1744964 1424384 320580 751475 604969 146506 97053 97053 30393 30393 228711 228711 2095680 1932505 163175 14453 14453 1475710 1338687 137023 417686 327335 90351 179954 179954 261010 203588 57422 819895 624380 195515 144151 116805 27346 138890 120320 18570 552904 431265 121639 108383 37791 70592 CONTRACT SERVICES 3217878 3217878 TAXES & LICENSES 67203 55256 11947 OTHER EXPENSES 35726 19330 16396 23960015 19768611 4191404 0 8747910 8371954 1548564 2462694 149816 252901 656329 853959 15745818 7813001 8355254 7932817 139377691 123817223 39322 68592 158874886 143760140 1267483 1668626 4928970 4166975 6196453 5835601 X 152678433 137924539 152678433 137924539 158874886 143760140 12703066 -27456960 0 X 0 1 X 1 0 X 11200 11200 11200 14000 14000 61600 20648575 22464663 24614934 20340918 28079711 116148801 20659775 22475863 24626134 20354918 28093711 116210401 0 3468134 2088336 4032356 9588826 3468134 2088336 4032356 9588826 106621575 1610847 1963373 2433262 2237850 2916092 11161424 1610847 1963373 2433262 2237850 2916092 11161424 22270622 24439236 27059396 22592768 31009803 127371825 0.83710 0.87040 0.08760 0.08240 X 1692182 1692182 11064028 5143937 5920091 2989608 2669064 320544 7932817 X 8977410 -27456960 -27456960 36434370 228711 228711 36663081 23731304 0 23731304 228711 228711 23960015 PART X, LINE 2: THE CONFERENCE MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH THE TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE CONFERENCE DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ADMINISTER TEST EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ADMINISTER TEST MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES ADMINISTER TEST NORTH AMERICA 0 0 PROGRAM SERVICES ADMINISTER TEST SOUTH AMERICA 0 0 PROGRAM SERVICES ADMINISTER TEST SOUTH ASIA 0 0 PROGRAM SERVICES ADMINISTER TEST SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ADMINISTER TEST 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 COUNCIL ON LEGAL EDUCATION OPPORTUNITY INC 2800 EISENHOWER AVE STE 220-41 ALEXANDRIA VA 22314 454462410 501(C)(3) 166000 0 FINANCIAL SUPPORT FOR THEIR PROGRAMS WHICH DIVERSIFY THE LEGAL PROFESSION BY HELPING MINORITY, LOW-INCOME AND DISADVANTAGED STUDENTS GAIN ACCESS TO LAW SCHOOL, SUCCESSFULLY MATRICULATE AND PASS THE BAR EXAM. ST MARY'S UNIVERSITY OF SAN ANTONIO TEXAS ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 741143128 501(C)(3) 43750 0 FUNDS TO GRANT LIVING-EXPENSE STIPENDS TO SEVEN GRADUATES OF THE LAW SCHOOL WHO ARE PREPARING FOR THE JULY 2022 BAR EXAMINATION, TO ALLOW THE RECIPIENTS TO DEVOTE SUBSTANTIAL TIME TO BAR-EXAM STUDY. DISTRICT OF COLUMBIA SCHOOL OF LAW FOUNDATION 4340 CONNECTICUT AVE NW STE 454 WASHINGTON DC 20008 521863674 501(C)(3) 30000 0 FUNDS TO GRANT LIVING-EXPENSE STIPENDS TO THREE GRADUATES OF THE LAW SCHOOL WHO ARE PREPARING FOR THE JULY 2022 BAR EXAMINATION, TO ALLOW THE RECIPIENTS TO DEVOTE SUBSTANTIAL TIME TO BAR-EXAM STUDY. UNIVERSITY OF NEW MEXICO FOUNDATION INC 700 LOMAS BLVD NE TWO WOODWARD CTR ALBUQUERQUE NM 87102 850275408 501(C)(3) 50000 0 FUNDS TO GRANT LIVING-EXPENSE STIPENDS TO TEN GRADUATES OF THE LAW SCHOOL WHO ARE PREPARING FOR THE JULY 2022 BAR EXAMINATION, TO ALLOW THE RECIPIENTS TO DEVOTE SUBSTANTIAL TIME TO BAR-EXAM STUDY. 4 0 PART I, LINE 2: GRANTS TO OUTSIDE ORGANIZATIONS ARE INITIALLY REVIEWED BY A SPECIAL NCBE SUB-COMMITTEE. THE COMMITTEE REVIEWS AND DISCUSSES GRANT REQUESTS AND MAKES RECOMMENDATIONS TO THE NCBE BOARD OF TRUSTEES FOR FINAL APPROVAL. UPON APPROVAL, AN AGREEMENT IS DRAWN UP WHICH STATES THE TERMS AND CONDITIONS OF THE GRANT, INCLUDING DELIVERABLES AND PAYMENT TIMING. THE NCBE DIVERSITY AND INCLUSION COMMITTEE MONITORS PROGRESS OF THE GRANT PROGRAMS AND REPORTS TO THE NCBE BOARD OF TRUSTEES. GRANTS ARE MADE TO INDIVIDUALS FOR RESEARCH RELATED TO BAR EXAMINATIONS AND BAR ADMISSIONS. INTERIM PAYMENTS ARE MADE TO RECIPIENTS, BUT ONLY AFTER INTERIM RESEARCH REPORTS HAVE BEEN RECEIVED, REVIEWED AND APPROVED. FINAL PAYMENT IS MADE AFTER THE FINAL RESEARCH REPORT IS RECEIVED, REVIEWED AND APPROVED. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JUDITH GUNDERSEN PRESIDENT AND CEO 391510 0 0 0 0 0 23200 0 10467 0 425177 0 0 0 KELLIE EARLY CHIEF STRATEGY OFFICER 217191 0 0 0 0 0 17475 0 20038 0 254704 0 0 0 ROSEMARY RESHETAR DIRECTOR OF ASSESSMENT & RESEARCH 237850 0 0 0 0 0 0 0 12931 0 250781 0 0 0 MARK RAYMOND DIR. OF ASSESSMENT DESIGN & DELIVERY 210166 0 0 0 0 0 14668 0 8102 0 232936 0 0 0 VICKI MILLARD CFO 184504 0 0 0 0 0 15020 0 26330 0 225854 0 0 0 KENT BRYE DIRECTOR OF IT 181659 0 0 0 0 0 14591 0 24550 0 220800 0 0 0 CHERRY BETH HILL DIR. OF TEST DEV, OPER & SECURITY 184925 0 0 0 0 0 14800 0 18041 0 217766 0 0 0 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 196214 0 0 0 0 0 13046 0 4929 0 214189 0 0 0 DOUGLAS RIPKEY DEPUTY DIRECTOR OF ASSESSMENT & RESE 169854 0 0 0 0 0 13725 0 25866 0 209445 0 0 0 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 179451 0 0 0 0 0 14643 0 10554 0 204648 0 0 0 BRAD GILBERT GENERAL COUNSEL AND CAO 165813 0 0 0 0 0 13296 0 24628 0 203737 0 0 0 PART I, LINE 1A THE CONFERENCE ONLY PAYS FOR MEAL EXPENSES FOR TRAVEL COMPANIONS AT GROUP SOCIAL EVENTS THAT TAKE PLACE IN CONJUNCTION WITH BUSINESS MEETINGS. THE CONFERENCE DOES NOT PAY ANY OTHER MEAL EXPENSES FOR TRAVEL COMPANIONS OR ANY OF THEIR OTHER TRAVEL EXPENSES. THE CONFERENCE PAYS A HOUSING ALLOWANCE TO THE DIRECTOR OF ASSESSMENT DESIGN AND DELIVERY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS AND THE IMMEDIATE PAST CHAIR OF THE CORPORATION. THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN MANAGEMENT OF THE CORPORATION DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES WITH CERTAIN EXCEPTIONS AS SET FORTH IN ARTICLE VII, SECTION 1 OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE NCBE PRESIDENT AND CHIEF FINANCIAL OFFICER BEFORE THE RETURN IS FILED WITH THE IRS. THE REVIEW IS COMPLETED TO ENSURE APPROPRIATE AND COMPLETE DISCLOSURE. A COPY OF THE FORM 990 WAS PROVIDED TO THE MEMBERS OF THE GOVERNING BODY PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND TRUSTEES ANNUALLY COMPLETE A QUESTIONNAIRE REGARDING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE CONFERENCE'S AUDIT COMMITTEE REVIEW THE QUESTIONNAIRE RESPONSES IN MAKING DETERMINATIONS OF WHETHER A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY REVIEW AND APPROVE THE PRESIDENT'S CONTRACT AND DETERMINE THE PRESIDENT'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR SERVICES. THIS PROCESS WAS LAST UNDERTAKEN IN 2017 FOR THE INITIAL 3 YEAR CONTRACT OF THE CURRENT PRESIDENT WHICH WAS RENEWED IN AUGUST 2020 FOR AN ADDITIONAL 3 YEARS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFERENCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND INTERNAL FINANCIAL STATEMENTS FOR THE MOST RECENT FISCAL YEAR-END AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 18 THE CONFERENCE PAYS AND/OR REIMBURSES TRAVEL EXPENSES FOR THE FOLLOWING FOUR GENERAL CATEGORIES OF PEOPLE, SOME OF WHOM ARE ALSO CONSIDERED FEDERAL, STATE OR LOCAL PUBLIC OFFICIALS AS DETERMINED UNDER SECTION 4946(C) AND THEIR FAMILY MEMBERS AS DETERMINED UNDER 4946(D): 1) MEMBERS OF THE CONFERENCE'S GOVERNING BODY AND POLICY-MAKING AND ADVISORY COMMITTEES. THE CONFERENCE PAYS TRAVEL EXPENSE FOR THE MEMBER'S ATTENDANCE AT MEETINGS AND EDUCATIONAL PROGRAMMING SPONSORED BY THE CONFERENCE. 2) LEGAL EXPERTS WHO DEVELOP AND EDIT QUESTIONS FOR THE BAR EXAMINATIONS. THE CONFERENCE PAYS TRAVEL EXPENSES IN CONNECTION WITH THEIR RESPECTIVE MEETINGS WHERE QUESTIONS ARE DRAFTED. 3) JURISDICTION REPRESENTATIVES FROM THE BAR ADMISSIONS COMMUNITY, INCLUDING MEMBERS OF THE HIGHEST COURT IN EACH JURISDICTION, WHO ATTEND THE CONFERENCE'S EDUCATIONAL PROGRAMS. THE CONFERENCE SUBSIDIZES A MAJOR PORTION OF THE TRAVEL EXPENSES FOR INDIVIDUALS DESIGNATED BY THEIR JURISDICTIONS. 4) CONFERENCE STAFF. FOR PURPOSES OF FORM 990, PART IX, LINE 18, THE CONFERENCE HAS USED INFORMATION AVAILABLE TO IT TO IDENTIFY FEDERAL, STATE AND LOCAL PUBLIC OFFICIALS WHOSE TRAVEL IS REPORTED. ALL TRAVELERS, WHETHER OR NOT THEY ARE FEDERAL, STATE OR LOCAL PUBLIC OFFICIALS, ARE REIMBURSED FOLLOWING THE SAME RULES UNDER THE CONFERENCE'S ACCOUNTABLE PLAN.