2019-11-07T08:36:32-06:00 2019-06-30 135381590 BDO USA LLP ONE ERDMAN PLACE SUITE 404 MADISON WI 53717 990 2018-07-01 362472009 NATIONAL CONFERENCE OF BAR EXAMINERS NATI 6082808550 302 SOUTH BEDFORD STREET MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT 6082808550 2019-11-15 1 KEITH H BAUMGARTNER P00187845 6088367500 2019-11-01 38.140.145.178 2019-11-01 11:08:45 CD P 00DEEC2EDA325CE3436F8773D4E5F603D6BB2924 EAE841A581B46BF140CD0A236C8B0B897DBD55C6 2018 2020-03-31 21:24:44Z JUDITH GUNDERSEN 302 S BEDFORD ST MADISON WI 537033622 28092698 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. 13 12 103 81 0 28580 11200 11200 20648575 22464663 5993752 3206735 0 0 26653527 25682598 4000 157000 0 0 9207075 10140612 0 0 0 9549800 10818174 18760875 21115786 7892652 4566812 113345481 122482374 2218974 2883638 111126507 119598736 X THE MISSION OF THE CONFERENCE IS TO WORK WITH OTHER INSTITUTIONS TO DEVELOP, MAINTAIN, AND APPLY REASONABLE AND UNIFORM STANDARDS OF EDUCATION AND CHARACTER FOR ELIGIBILITY FOR ADMISSION TO THE PRACTICE OF LAW; AND TO ASSIST BAR ADMISSION AUTHORITIES BY PROVIDING STANDARDIZED EXAMINATIONS OF UNIFORM AND HIGH QUALITY FOR THE TESTING OF APPLICANTS FOR ADMISSION TO THE PRACTICE OF LAW, DISSEMINATING RELEVANT INFORMATION CONCERNING ADMISSION STANDARDS AND PRACTICES, CONDUCTING EDUCATIONAL PROGRAMS FOR THE MEMBERS AND STAFFS OF SUCH AUTHORITIES, AND PROVIDING OTHER SERVICES SUCH AS CHARACTER AND FITNESS INVESTIGATIONS AND RESEARCH. 0 0 11908080 17092866 EXAM SERVICES INCLUDE DEVELOPMENT AND ADMINISTRATION OF MULTISTATE BAR EXAM, MULTISTATE PROFESSIONAL RESPONSIBILITY EXAM, MULTISTATE ESSAY EXAM, AND MULTISTATE PERFORMANCE TEST. 201,652 BAR EXAMINEES SERVED. 3822706 5346490 INVESTIGATIVE SERVICES INCLUDE CHARACTER INVESTIGATION INCIDENT TO ADMISSION TO THE BAR. 13,005 BAR APPLICANTS SERVED. 1780697 157000 25307 EDUCATION SERVICES INCLUDE EDUCATION OF STATE BAR ADMINISTRATORS AND EXAMINERS. 478 INDIVIDUALS EDUCATED. 17511483 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 122 0 103 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 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 S BEDFORD ST MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT 37.50 X X 310406 0 31601 REBECCA WHITE BERCH IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 MICHELE GAVAGNI CHAIR 6.00 X X 0 0 0 CYNTHIA MARTIN CHAIR ELECT 6.00 X X 0 0 0 HULETT ASKEW SECRETARY 6.00 X X 0 0 0 PATRICK DIXON TRUSTEE 6.00 X 0 0 0 JOHN MCALARY TRUSTEE 6.00 X 0 0 0 SUZANNE RICHARDS TRUSTEE 6.00 X 0 0 0 DARIN SCHEER TRUSTEE 6.00 X 0 0 0 ANTHONY SIMON TRUSTEE 6.00 X 0 0 0 PHYLLIS THOMPSON TRUSTEE 6.00 X 0 0 0 TIMOTHY WONG TRUSTEE 6.00 X 0 0 0 AUGUSTIN RIVERA JR TRUSTEE 6.00 X 0 0 0 VICKI MILLARD CHIEF FINANCIAL OFFICER 37.50 X 161425 0 36893 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 37.50 X 238468 0 35742 KENT BRYE DIRECTOR OF IT 37.50 X 164827 0 36378 KELLIE EARLY CHIEF STRATEGY OFFICER 37.50 X 189111 0 33901 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 37.50 X 157868 0 31794 DOUGLAS RIPKEY DEPUTY DIRECTOR - TESTING & RESEARCH 37.50 X 142930 0 35163 MATTHEW SAMUELSON DIRECTOR OF TEST OPERATIONS 37.50 X 162183 0 27167 CHERRY BETH HILL DIR.TEST SECURITY/ASSOC. GENERAL COUN 37.50 X 129134 0 33994 BRAD GILBERT GENERAL COUNSEL AND CHIEF ADMINISTRATION OFFICER 37.50 X 138411 0 33121 1794763 0 335754 18 0 1 0 LAW SCHOOL ADMISSION COUNCIL INC 662 PENN ST NEWTOWN PA 189402176 EXAM ADMINISTRATION 3476591 LSC COMMUNICATIONS INC 1005 COMMERCIAL DRIVE OWENSVILLE MO 65066 PRINTING AND HANDLING EXAMS 381028 ENTERPRISE SYSTEMS GROUP 2305 KELBE DRIVE LITTLE CHUTE WI 54140 PHONE SYSTEM EQUIPMENT AND INSTALLMENT 265865 UPS PO BOX 7247-0244 PHILADELPHIA PA 19107 PACKAGE DELIVERY SERVICES 225569 PHILADELPHIA MARRIOTT DOWNTOWN 1201 MARKET STREET PHILADELPHIA PA 19107 LODGING, CATERING AND CONFERENCE FACILIT 206817 10 11200 11200 EXAMINATION SERVICES 611710 17092866 17092866 INVESTIGATIVE SERVICES 561611 5346490 5346490 EDUCATION SERVICES 611430 25307 25307 22464663 1963373 1963373 3653462 2407356 2744 1246106 -2744 1243362 1243362 25682598 22464663 0 3206735 X 150000 150000 7000 7000 1287432 437213 850219 6480749 5366790 1113959 437009 365791 71218 1391978 1097316 294662 543444 420911 122533 76909 28402 48507 15260 15260 192482 192482 1892035 1758622 133413 188 188 1706293 1593141 113152 316356 245093 71263 40206 40206 192353 150065 42288 1749698 1520393 229305 279172 210244 68928 180843 155708 25135 560783 437411 123372 84836 28941 55895 CONTRACT SERVICES 3430181 3430181 0 TAXES AND FEES 63613 52849 10764 36966 15018 21948 21115786 17511483 3604303 0 6304929 4242644 978098 1426815 556222 935176 505024 585395 15262068 6119877 9263895 9142191 95697991 106110831 39322 39322 113345481 122482374 896156 975703 1322818 1907935 2218974 2883638 X 111126507 119598736 111126507 119598736 113345481 122482374 4566812 3905417 0 X 0 1 X 1 0 X 11200 11200 11200 11200 11200 56000 17832853 18127698 19840008 20648575 22464663 98913797 17844053 18138898 19851208 20659775 22475863 98969797 0 0 0 98969797 960707 1212284 1447346 1610847 1963373 7194557 960707 1212284 1447346 1610847 1963373 7194557 18804760 19351182 21298554 22270622 24439236 106164354 0.93220 0.93970 0.06780 0.06030 X 1692182 1692182 10970944 4050063 6920881 2598942 2069814 529128 9142191 29398277 3905417 3905417 25492860 192482 -2744 189738 25682598 20926048 2744 2744 20923304 192482 192482 21115786 PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -2,744. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 2,744. 1 COUNCIL ON LEGAL OPPORTUNITY INC 1101 MERCANTILE LANE SUITE 294 LARGO MD 20774 454462410 501(C)(3) 150000 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. 1 0 GRANTS FOR RESEARCH 2 7000 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 ISSUES 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 JUDITH GUNDERSEN PRESIDENT 310406 0 0 0 0 0 22000 0 9601 0 342007 0 0 0 VICKI MILLARD CHIEF FINANCIAL OFFICER 161425 0 0 0 0 0 13104 0 23789 0 198318 0 0 0 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 238468 0 0 0 0 0 19136 0 16606 0 274210 0 0 0 KENT BRYE DIRECTOR OF IT 164827 0 0 0 0 0 13354 0 23024 0 201205 0 0 0 KELLIE EARLY CHIEF STRATEGY OFFICER 189111 0 0 0 0 0 15246 0 18655 0 223012 0 0 0 MARK CONNALLY PRINCIPAL RESEARCH PSYCHOMETRICIAN 157868 0 0 0 0 0 12896 0 18898 0 189662 0 0 0 DOUGLAS RIPKEY DEPUTY DIRECTOR - TESTING & RESEARCH 142930 0 0 0 0 0 11648 0 23515 0 178093 0 0 0 MATTHEW SAMUELSON DIRECTOR OF TEST OPERATIONS 162183 0 0 0 0 0 3550 0 23617 0 189350 0 0 0 CHERRY BETH HILL DIR.TEST SECURITY/ASSOC. GENERAL COU 129134 0 0 0 0 0 10480 0 23514 0 163128 0 0 0 BRAD GILBERT GENERAL COUNSEL AND CHIEF ADMINISTRA 138411 0 0 0 0 0 11169 0 21952 0 171532 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. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED 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 UNDERTAKEN IN 2015 FOR THE CONTRACT FOR THE PRESIDENT WHO WAS IN PLACE DURING ALL OF FISCAL YEAR 2017. AN UPDATED COMPENSATION STUDY WAS DONE IN APRIL 2017 FOR THE PURPOSE OF SETTING THE COMPENSATION OF THE NEW PRESIDENT. THIS CONTRACT IS FOR A PERIOD OF 3 YEARS AND IS DATED JULY 19, 2017. FORM 990, PART VI, SECTION C, LINE 19 THE CONFERENCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS 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 SECTION 4946(D): 1) MEMBERS OF THE CONFERENCE'S GOVERNING BODY AND POLICY-MAKING AND ADVISORY COMMITTEES. THE CONFERENCE PAYS TRAVEL EXPENSES 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, SOME OF WHOM ARE MARRIED TO FEDERAL, STATE, AND LOCAL PUBLIC OFFICALS. FOR PURPOSES OF FORM 990, PART IX, LINE 18, THE CONFERENCE HAS USED INFORMATION AVAILABLE TO IT TO IDENTIFY FEDERAL, STATE, AND LOCAL PUBLIC OFFICALS WHOSE TRAVEL IS REPORTED. ALL TRAVELERS, WHETHER OR NOT THEY ARE FEDERAL, STATE, OR LOCAL PUBLIC OFFICALS, ARE REIMBURSED FOLLOWING THE SAME RULES UNDER THE CONFERENCE'S ACCOUNTABLE PLAN.