2022-11-11T13:33:13-08:00 2021-12-31 990 2021-01-01 231352238 National Board of Medical Examiners NATI 2155909500 3750 Market Street Philadelphia PA 19104 Peter J Katsufrakis President & CEO 2022-11-11 Peter J Katsufrakis 999009999 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z 3750 Market Street Philadelphia PA 191043102 278387665 false X www.nbme.org X 1915 DC The mission of NBME is to protect the health of the public through state of the art assessment of health professionals. 12 11 561 786 0 0 129643354 149355711 17883167 49151144 435338 -187741 147961859 198319114 622967 592816 0 90136894 85442284 0 0 68001872 61411065 158761733 147446165 -10799874 50872949 396621143 441118666 231284700 194413030 165336443 246705636 X The mission of NBME is to protect the health of the public through state of the art assessment of health professionals. While centered on assessment of physicians, this mission encompasses the spectrum of health professionals along the continuum of education, training, and practice and includes research in evaluation as well as development of assessment instruments.For further information visit www.nbme.org. false true 72202350 97442791 The United States Medical Licensing Examination (USMLE) is a three-step examination for medical licensure in the United States and is sponsored by the Federation of State Medical Boards (FSMB) and NBME. The USMLE program supports medical licensing authorities in the United States through its leadership in the development, delivery, and continual improvement of high-quality assessments across the continuum of physicians' preparation for practice. It assesses a physician's ability to apply knowledge, concepts, and principles that are important in health and disease and that constitute the basis of safe and effective patient care.For further information visit www.usmle.org.Note: The expenses reflected above do not include management and general expenses. 21179641 37534254 The Medical School and Student Services program provides assessment services to domestic and international medical schools, students, and residents. Assessments include the subject examination program, self-assessment services, and web-based examination programs and pilot projects. Subject exams measure achievement in the traditional basic and clinical science disciplines and are used to compare student performance with a national reference group. A series of web-based self-assessments are available to help students assess their readiness to take USMLE. Faculty services include item-writing workshops, and medical school liaison activities include the Advisory Committee for Medical School Programs.Note: The expenses reflected above do not include management and general expenses. 14886705 12040593 The Health Profession Services program provides comprehensive assessment, educational, consultative, and research services for healthcare organizations. During 2021, NBME's Health Profession Services worked with a variety of organizations to administer examinations for purposes of licensure, certification, maintenance of certification, evaluation of special competence, in-training, and self-assessment. These organizations included allied health professional associations, members of the American Board of Medical Specialties, and medical societies. Examinations are administered worldwide, where applicable.Note: The expenses reflected above do not include management and general expenses. 10863006 458248 2338073 119131702 true false false false false false false false false true true true false false true true false true false false true true false false false false false true true true true false false false false false false false false false false false false false false false true true true true false true 513 0 true 561 true false false false false false false false 0 false false false false false false false X 12 11 false false false false true true true true true false false true true true true true true true true false X X John J Hinke Jr 2155909500 3750 Market Street Philadelphia PA 191043102 Peter J Katsufrakis President & CEO 45.00 0.00 X X 878041 0 335586 Brian E Clauser Dist Research Sci 45.00 0.00 517566 0 170008 Thomas Rebbecchi 121-1021 Medical Advisor 45.00 2.00 393115 0 145504 John J Hinke Jr SVP & CFO 45.00 2.00 X 336070 0 194579 Miguel A Paniagua AVP, Assessment Op 45.00 2.00 379168 0 143237 Christopher A Feddock Executive Director, CSEC 45.00 0.00 391787 0 128439 Michael G Jodoin SVP, C&P Mgmt 45.00 0.00 X 346479 0 165487 Agata P Butler VP, Academic & Prof Prgms 45.00 2.00 296656 0 215157 Lisa M Rawding SVP, Growth 45.00 2.00 X 361720 0 147998 Michael A Barone VP, Competency Based Assessment 45.00 0.00 383065 0 121284 Linda M Gadsby SVP, Gen Couns 45.00 0.00 X 342693 0 142939 Craig N Mills 121-921 SVP, SD&D 45.00 0.00 X 375048 0 107199 Elizabeth D Azari 121-821 SVP, COO 45.00 0.00 X 318227 0 158954 Alex J Mechaber VP, USMLE 45.00 0.00 381226 0 87427 Andrew F Farella SVP & CIO 45.00 0.00 X 290441 0 150185 Kenneth W Ridgely VP, Test Development Svcs 45.00 0.00 302062 0 115663 Pamela L Treves VP, Mktg & Comm 45.00 0.00 256027 0 108719 David J Brodsky VP, Infrastructure 45.00 0.00 250485 0 113308 Susan A Deitch Secretary 45.00 0.00 X 151186 0 147280 Alfred F Tallia Chair 4.00 0.00 X X 12211 0 0 Reena Karani Treasurer 4.00 0.00 X X 4650 0 0 Maya Hammoud Director 3.00 0.00 X 4579 0 0 Danny M Takanishi Jr Director 3.00 0.00 X 4050 0 0 Suzanne T Anderson Past Chair 4.00 0.00 X X 3407 0 0 Marie Foley Director 3.00 0.00 X 3371 0 0 Latha Chandran Vice Chair 4.00 0.00 X X 3000 0 0 Paul M Wallach Vice Chair 4.00 0.00 X X 2200 0 0 Ye Tong From 1221 SVP, Assessment 45.00 0.00 X 0 0 2130 David A Milling Director 3.00 0.00 X 1950 0 0 Kamili A Wilson Director 3.00 0.00 X 1700 0 0 Donna Elliot Mills Director 3.00 0.00 X 1050 0 0 Zachary E Weismann Director 3.00 0.00 X 950 0 0 Patricia M Mastors Director 3.00 0.00 X 750 0 0 Karen M Sanders Director 3.00 0.00 X 0 0 0 6994930 2901083 254 false true false Landmark Media Enterprises LLC 1 Allegheny Square Suite 600 Pittsburgh PA 15212 Disaster Recovery Service 375509 Charlotte Foreshaw 675 North Highland Ave 423 Atlanta GA 30306 Consulting Services 351780 Perkins Coie LLP Client Accounting PO Box 24643 Seattle WA 98124 Legal Services 325255 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In 2021, NBME established a Philanthropy Fund (Philanthropy) by combining the existing Edward J. Stemmler, MD Medical Education Research Fund (Stemmler) and the Strategic Educator Enhancement Fund (SEEF) and supplementing that amount with additional funds to form a single Board-designated endowment fund in the amount of $100,000,000. This endowment fund and philanthropic activities are intended to focus on protecting the health of the public by advancing assessment and medical education research to fortify licensing of health care professionals, driving equity, diversity and inclusion in medical and health professions by supporting learners who face socio-economic and other disadvantages and enabling initiatives that equity and inclusion in the profession and by giving to support the health of local communities. The Philanthropy Fund supports research for innovative assessment and medical education through our Stemmler Fund and medical education and project learning opportunities through the SEEF Fund and also provides additional opportunities of value to the global medical education community. The fund is included in NBMEs net assets without donor restrictions and is invested and professionally managed with the goal of providing investment returns over time to support annual grants or expenditures that meet the objectives of the fund.NBME has adopted a formal spending policy for the Philanthropy fund. For years 2021-2023, disbursements from the fund will not exceed $5,000,000 annually. Beginning in 2024, the maximum funds to be disbursed from the Philanthropy fund in any year will be equal to up to 5% of the trailing three-year average of the fund balance. Part X : FIN48 Footnote The Internal Revenue Service has classified NBME as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC).U.S. GAAP requires management to evaluate tax positions taken and recognize a tax liability, if NBME has taken uncertain tax positions that more likely than not would not be sustained upon examination by a government authority. Management has analyzed the tax positions taken by NBME, and has concluded that as of December 31, 2021 and 2020, there were no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements.NBME recognizes accrued interest and penalties associated with uncertain tax positions, if any. There were no tax related interest or penalties recorded for either of the years ended December 31, 2021 or 2020. true Europe 0 0 Program Services See Part V 3457 North America 0 0 Program Services See Part V 311 Cent Amer/Caribbean 0 0 Program Services See Part V 1618 5386 5386 North America See Part V 12500 Wire Cash North America See Part V 25000 Wire Cash North America See Part V 25000 Wire Cash North America See Part V 69389 Wire Cash 4 true false false true true true true Hofstra University 128 Hofstra University Hempstead NY 11549 111630906 501(c)(3) 70940 0 Grant - See Part IV It Takes Philly 419 Johnson St Jenkintown PA 19406 462705205 501(c)(3) 12500 0 Contribution - See Part IV Rutgers Robert Wood Medical 125 Patterson Street New Brunswick NJ 08903 226001086 501(c)(3) 40000 0 Contribution-See Part IV Univ City District 3940-42 Chestnut Street Philadelphia PA 19104 232913784 501(c)(3) 60319 0 Contribution-See Part IV University of Illinois 28395 Network Place Chicago IL 60673 376000511 501(c)(3) 181294 0 Grant - See Part IV University of Miami 1600 NW 10th Avenue Miami FL 33136 590624458 501(c)(3) 7000 0 Contribution - See Part IV University of Utah 201 Presidents Circle Rm 416 Salt Lake City UT 84112 876000525 501(c)(3) 74124 0 Grant - See Part IV 7 0 Hubbard Award 1 10000 Cash Additional Supplemental Information Form 990, Schedule I, Part II, Line 1a - GrantsEach school is listed with the approved grant as follows:1. The University of Illinois at Chicago Proposal #1920-2777, "Medical Spanish Proficiency Assessment: Evaluating Student Physician Communication with Spanish-speaking Patients in Medical Education Settings "2. Hofstra University Proposal #1920-2805, "Automated Scenario Generation from Public Datasets for Simulation-Based Training in Surgery"3. University of Utah Proposal #1920-2823, "Longitudinal Assessments of Multiple Competencies During Training and their Association with Patient Care Outcomes in Practice. Contributions:NBME periodically makes contributions to organizations and/or community programs in order to assist in furthering the exempt purpose of those organizations. NBME also gives the Executive Board Chair, Vice Chair and Treasurer the option of contributing their honoraria to their respective places of employment. The total amount of contributions made in 2021 was $124,569.NBME is committed to incorporating diversity, equity and inclusion into our continued efforts to support the global medical community. In conjunction with the objectives of the Philanthropy fund, NBME provided a total of 1,440 complimentary NBME Self-Assessment vouchers to four historically Black medical schools for their students in April 2021. The institutions included:- Charles R. Drew University of Medicine and Science- Howard University College of Medicine- Meharry Medical College- Morehouse School of MedicineAs of December 31, 2021, 928 vouchers were redeemed. The value of the redeemed vouchers was $38,480 and the related cost to deliver the self-assessments were $3,780. The total value and cost of providing the complimentary self-assessments ($42,260) are not included as a contribution on Schedule I.Form 990, Schedule I, Part III, Line 1a - Hubbard AwardEstablished in 1984, The Hubbard Award recognizes individuals for their outstanding contributions to the pursuit of excellence in assessment in medical education. Grantmaker's Description of How Grants are Used The eligible applicants for Stemmler Fund grant awards are the medical schools accredited by the LCME or the AOA, and the number of Letters of Intent submitted by any eligible school is not limited. The Stemmler Fund Committee evaluates each application on the extent to which the proposed research is innovative or will advance assessment in medical education or practice, and will address an important problem or issue in medical education or practice. The Committee selects a subset of applications and invites them to submit full proposals. Peer reviewers with expertise in measurement, research design and methodology evaluate invited proposals on the relevance and significance of the proposal to the purpose and goals of the Stemmler Fund, the adequacy of the research design or methodology, and the qualifications of the principal investigator and project staff. The Stemmler Fund Committee reviews all proposals and peer reviews, also considering the budget, timetable, and other key project resources in each proposal, and selects awardees. Grant recipients are required to submit an interim and final report which includes a final project narrative and a final project fiscal report. X X true true X X X X X X true true false false false false false false false Agata P Butler VP, Academic & Prof Prgms 292699 3957 191398 23759 511813 Alex J Mechaber VP, USMLE 348585 30000 2641 87133 294 468653 Andrew F Farella SVP & CIO 292025 -1584 126065 24120 440626 Brian E Clauser Dist Research Sci 311371 50000 156195 146189 23819 687574 Christopher A Feddock Executive Director, CSEC 374673 15000 2114 119412 9027 520226 Craig N Mills 121-921 SVP, SD&D 330294 44754 89473 17726 482247 David J Brodsky VP, Infrastructure 250445 40 89740 23568 363793 Elizabeth D Azari 121-821 SVP, COO 260669 57558 143112 15842 477181 John J Hinke Jr SVP & CFO 317385 18685 164416 30163 530649 Kenneth W Ridgely VP, Test Development Svcs 307048 -4986 85614 30049 417725 Linda M Gadsby SVP, Gen Couns 340367 2326 132191 10748 485632 Lisa M Rawding SVP, Growth 356873 4847 137244 10754 509718 Michael A Barone VP, Competency Based Assessment 387077 -4012 91200 30084 504349 Michael G Jodoin SVP, C&P Mgmt 345586 5000 -4107 136426 29061 511966 Miguel A Paniagua AVP, Assessment Op 351921 27247 113165 30072 522405 Pamela L Treves VP, Mktg & Comm 262267 -6240 78786 29933 364746 Peter J Katsufrakis President & CEO 730265 143000 4776 324316 11270 1213627 Susan A Deitch Secretary 153708 -2522 136152 11128 298466 Thomas Rebbecchi 121-1021 Medical Advisor 302876 90239 120343 25161 538619 Part I, Line 1a: Relevant information in regards to selections on 1a. Travel PolicyNBME's Business Travel policy states that the most cost effective options available based on the traveler's requested itinerary should be made. First-class travel and travel for companions are not specifically authorized in the policy. In limited circumstances, certain NBME Officers and Key Employees may be permitted first-class travel if authorized by the President. First-class travel and companion travel for the President are included in the compensation package. The cost incurred for travel for companions is included in the employee's taxable earnings. Part III, Additional Information The amounts reflected on Schedule J, Column C Retirement and other deferred compensation include an estimate of the annual increase in the actuarial present value of each employees benefit to be received at retirement under NBMEs defined benefit plan for each employee. In addition, column C includes the amount contributed by NBME to an eligible employee's defined contribution plan, as well as earnings accrued under the Exective Deferred Compensation Plan where applicable. The amount in column C does not represent an actual cash payment to the employee during the year, but an estimate of the accrued benefit during the year to be received at a later date or at the time of retirement. A Phila Auth for Ind Dev 232237287 71781XBU6 2016-08-17 38013614 Refunding of 08/2008 Bonds false false false A 6205000 38399627 523810 37875817 false true true true A false false false false false false A false false false true false false false false false A true Part VI Part II, Line 3 - Total Proceeds of IssueThe total proceeds of issue listed in Part II, line 3 does not match the issue price in Part I, column (e) as a result of investment earnings associated with proceeds deposited in a refunding escrow account in conjunction with the advance refunding of the 2008A Series Bonds.Part IV, Line 2, Column A - ArbitrageRebate computation was performed on 8/17/2021 Statement Note 1 Note 1 - Form 990 Part I, line 6 - VolunteersNBME utilizes an extensive network of volunteers, many of whom are medical school faculty members and practicing physicians, to accomplish its mission. These volunteers contribute the highest levels of expertise in their profession to a range of activities including test development and governance. They receive a small honorarium in recognition of their service.Note 2 - Form 990 Part VI, line 1b - The President of NBME is an ex officio member of the NBME Executive Board. Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services In January 2021, the United States Medical Licensing Examination (USMLE) program decided to discontinue the Step 2 Clinical Skills component of USMLE, after it was suspended in 2020 due to the potential health risks caused by the COVID-19 pandemic. The USMLE program is evaluating alternative methods of assessing clinical skills in medicine within the constructs of other USMLE Steps, while also partnering with the medical education and medical board communittees to develop innovative methods of assessing the breadth of clinical skills in medicine. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: The Post-Licensure Assessment System (PLAS) is a joint activity of NBME and the Federation of State Medical Boards (FSMB). PLAS comprises two programs: the Special Purpose Examination (SPEX) Program and the Assessment Center Program (ACP). SPEX is a one-day, multiple-choice examination of current knowledge requisite for the general, undifferentiated practice of medicine and is intended to be used for reasons of endorsement or reciprocity of licensure. The ACP provides comprehensive objective and personalized assessments of physicians for whom there is a question regarding clinical competence. Together, the PLAS programs have assessed physicians over the past decade for reasons that range from endorsement of licensure to license reactivation after disciplinary action.The Growth and Innovation unit includes the Office of Research Strategy (ORS) which supports NBMEs research enterprise by coordinating NBMEs research efforts across the organization and ensuring that NBMEs research portfolio is consistent with institutional priorities. In addition to these defined programs of research and development, each program area and service unit is charged to carry on a program of research and development relevant to the work of the program or unit, for example, development of new item formats for USMLE, exploring relationships between prior measures and certifying exam performance for those we serve and developing new testing methods for those we serve. These research and development activities result in the publication of dozens of research reports in scientific journals and presentations at scientific meetings each year.The ORS is responsible for conducting research related to improving the quality and efficiency of NBME products, services, and procedures. It is also aimed at developing capabilities that allow NBME to expand its range of assessments both geographically and across the health professions. In addition to this work, the ORS provides non-routine technical support to other organizational divisions and subunits and conducts research to contribute to the field of measurement.This unit delivers information vital for planning strategy related to innovative assessments to meet stakeholder needs. They support conception and market testing of product ideas and the research to investigate and sustain products and services.NBME and the National Board for Health & Wellness Coaching collaborate to provide the Health and Wellness Coach Certifying Examination. The collaboration provides an opportunity to draw upon the unique capabilities of each organization to provide a high-quality assessment for health and wellness coaches. Exam content is developed by nationally recognized leaders in the field of health and wellness coaching and covers areas such as coaching structure and process, health and wellness, and ethics. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The members of NBME are responsible for electing its board of directors, the Executive Board, recommending policy for the organization proposed to the Executive Board, receiving reports on the annual budget, and approving amendments to the by-laws of the organization. The members of NBME include its Executive Board, up to twenty-two representatives of the test committees, twenty-two representative members nominated by key constituent medical organizations, elected members-at-large including members of the public, and honorary members. The members of NBME meet annually. The officers and members of the Executive Board, elected by NBME membership, meet four or five times a year. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body See Schedule O - Form 990, Part VI, line 6. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders See Schedule O - Form 990, Part VI, line 6. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is reviewed by the NBME President, Chief Financial Officer, and General Counsel prior to filing the return with the Internal Revenue Service (IRS). The review is completed to ensure appropriate and complete disclosure. A copy of the Form 990 was provided to the NBME Executive Board and Audit Committee members prior to filing the return with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts NBME has a written Conflict of Interest Policy for its members as well as a Fiduciary Duty and Conflict of Interest Statement for its Officers, Key Employees and Executive Board Members. These individuals are required to review and sign the applicable policy annually. Submission of completed statements by Officers, Key Employees, and Executive Board Members is enforced and annual disclosures of interests that could give rise to conflicts are monitored by the Secretary of the Board. Potential or real conflicts of interest are required to be reported to the Secretary of the Board or its President. If deemed appropriate, the party will be recused from the relevant proceedings. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees To ensure NBME staff has the knowledge and skills necessary for the complex and changing environment of medical professional assessment, NBME uses a compensation evaluation process that is updated annually, reflects sound external practices, and governed by Executive Board evaluation and approval. A Compensation Survey of Peer Organizations is conducted by an outside independent compensation consulting firm periodically, and recommendations are provided to NBME Human Resources and the Compensation Subcommittee of the NBME Executive Board. The most recent survey was conducted in 2021. The recommendations, along with the results of a detailed annual CEO Evaluation of Performance report by the CEO Evaluation Subcommittee of the Executive Board, are used by the Compensation Subcommittee to determine and approve CEO compensation. Compensation of officer employees and key employees is reviewed and approved annually by the Compensation Subcommittee. Compensation of non-employee officers is reviewed and approved annually by the Executive Board with interested officers recused. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available NBME governing documents, Conflict of Interest Policy, and financial statements are available upon request to the NBME Secretary of the Board. Other Changes In Net Assets Or Fund Balances - Other Increases NBHWC Equity Pickup = $404376 Other Changes In Net Assets Or Fund Balances - Other Increases Pension-related Changes other than Net Periodic Pension Cost = $36468073 Other Changes In Net Assets Or Fund Balances - Other Decreases Post-retirement Plan Health Benefits Payable Adjustment = -$31630 NBHWC PO Box 16307 San Diego CA 92176 815064011 Health & Wellness Coaching DE 501(c)(6) N/A true Computer-Based Testing & Learning Corp 3750 Market Street Philadelphia PA 19104 232447706 Comp-based Testing PA NBME C Corp 1.00000 true false false false false false false false false false false false false false false false false false true false NBHWC r 200000 Cash