2018-11-01T08:16:44-05:00 2018-06-30 135381590 BDO USA LLP PO BOX 1764 MADISON WI 53701 990 2017-07-01 362472009 NATIONAL CONFERENCE OF BAR EXAMINERS NATI 6082808550 302 SOUTH BEDFORD STREET MADISON WI 537033622 JUDITH GUNDERSEN PRESIDENT 6082808550 2018-10-30 1 KEITH H BAUMGARTNER P00187845 6088367500 162.249.82.11 2018-10-30 15:42:48 CD P AD7F03E6598E2B3A59987ADDD1F5580A93158EE2 216FE2405416941D5F66B292E77166F8300AB87D 2017 2018-06-14 16:35:46Z JUDITH GUNDERSEN 302 S BEDFORD ST MADISON WI 537033622 44257245 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 93 99 0 0 11200 11200 19840008 20648575 2890830 5993752 0 0 22742038 26653527 10000 4000 0 0 8434323 9207075 0 0 0 8849535 9549800 17293858 18760875 5448180 7892652 103152195 113345481 1550453 2218974 101601742 111126507 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 10259939 15923735 EXAM SERVICES INCLUDE DEVELOPMENT AND ADMINISTRATION OF MULTISTATE BAR EXAM, MULTISTATE PROFESSIONAL RESPONSIBILITY EXAM, MULTISTATE ESSAY EXAM, AND MULTISTATE PERFORMANCE TEST. 200,347 BAR EXAMINEES SERVED. 3436738 4699276 INVESTIGATIVE SERVICES INCLUDE CHARACTER INVESTIGATION INCIDENT TO ADMISSION TO THE BAR. 12,121 BAR APPLICANTS SERVED. 1222026 4000 25564 EDUCATION SERVICES INCLUDE EDUCATION OF STATE BAR ADMINISTRATORS AND EXAMINERS. 443 INDIVIDUALS EDUCATED. 14918703 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 114 0 93 1 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 (BEGINNING 8/2017) 37.50 X X 200002 0 29728 ERICA MOESER PRESIDENT (UNTIL 8/2017) 37.50 X X 416764 0 21600 REBECCA WHITE BERCH CHAIR 6.00 X X 0 0 0 ROBERT CHONG IMMEDIATE PAST CHAIR 6.00 X X 0 0 0 MICHELE GAVAGNI CHAIR ELECT 6.00 X X 0 0 0 CYNTHIA MARTIN SECRETARY 6.00 X X 0 0 0 HULETT ASKEW TRUSTEE 6.00 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 VICKI MILLARD CHIEF FINANCIAL OFFICER 37.50 X 151779 0 34695 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 37.50 X 228879 0 33952 KENT BRYE DIRECTOR OF IT 37.50 X 158127 0 34344 KELLIE EARLY CHIEF STRATEGY OFFICER 37.50 X 178514 0 32066 MARK CONNALLY SENIOR RESEARCH PSYCHOMETRICIAN 37.50 X 152213 0 31189 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 37.50 X 137183 0 33163 MICHAEL TALLMAN DEPUTY DIRECTOR OF IT 37.50 X 126835 0 32387 CHERRY BETH HILL DIRECTOR OF TEST & INFO SECURITY 37.50 X 123580 0 31998 ANDREW MROCH RESEARCH PSYCHOMETRICIAN 37.50 X 121027 0 31821 1994903 0 346943 15 0 1 0 LAW SCHOOL ADMISSION COUNCIL INC 662 PENN ST NEWTOWN PA 189402176 EXAM ADMINISTRATION 3186157 LSC COMMUNICATIONS INC 1005 COMMERCIAL DRIVE OWENSVILLE MO 65066 PRINTING AND HANDLING EXAMS 379995 THE SAN DIEGO MARRIOTT MARQUIS & MARINA 333 WEST HARBOR DRIVE SAN DIEGO CA 92101 LODGING, CATERING AND CONFERENCE FACILIT 234105 NATIONAL STUDENT CLEARINGHOUSE 2300 DULLES STATION BLVD HERNDON VA 20171 EDUCATION VERIFICATION FOR CHARACTER INV 132163 PEOPLELINK LLC 431 EAST COLFAX AVE STE 200 SOUTH BEND IN 46617 IT CONSULTING SERVICES 131812 7 11200 11200 EXAMINATION SERVICES 611710 15923735 15923735 INVESTIGATIVE SERVICES 561611 4699276 4699276 EDUCATION SERVICES 611430 25564 25564 20648575 1610847 1610847 21986623 17603718 4382905 4382905 4382905 26653527 20648575 0 5993752 X 4000 4000 1413665 414741 998924 5696673 4631231 1065442 406756 341621 65135 1198709 988578 210131 491272 366915 124357 139100 139100 14800 14800 174182 174182 1422396 1235464 186932 188 188 1535419 1419023 116396 280934 219568 61366 190878 148922 41956 1444725 1122651 322074 273506 173774 99732 148148 135260 12888 562186 438505 123681 84722 29403 55319 CONTRACT SERVICES 3194233 3194233 TAXES AND FEES 62849 52345 10504 21534 2281 19253 18760875 14918703 3842172 0 5993359 6304929 1245940 978098 563275 556222 524429 505024 15114830 5850935 9663675 9263895 85122195 95697991 39322 39322 103152195 113345481 869056 896156 681397 1322818 1550453 2218974 X 101601742 111126507 101601742 111126507 103152195 113345481 7892652 1632113 0 X 0 1 X 1 0 X 11200 11200 11200 11200 11200 56000 17527789 17832853 18127698 19840008 20648575 93976923 17538989 17844053 18138898 19851208 20659775 94032923 0 0 0 94032923 798759 960707 1212284 1447346 1610847 6029943 798759 960707 1212284 1447346 1610847 6029943 923 923 18338671 18804760 19351182 21298554 22270622 100063789 0.93970 0.94620 0.06030 0.05380 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE 1692182 1692182 10904225 3690038 7214187 2518423 2160897 357526 9263895 28069863 1632113 -215777 1416336 26653527 0 26653527 18545098 0 18545098 174182 41595 215777 18760875 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -174,182. NON-OPERATING CONSULTING FEES REPORTED ON FORM 990, PART -25,000. TESTING TASK FORCE EXPENSES REPORTED ON FORM 990, PART IX -16,595. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-OPERATING CONSULTING FEES REPORTED ON FORM 990, PART IX 25,000. TESTING TASK FORCE EXPENSES REPORTED ON FORM 990, PART IX 16,595. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JUDITH GUNDERSEN PRESIDENT (BEGINNING 8/2017) 200002 0 0 0 0 0 15323 0 14405 0 229730 0 0 0 ERICA MOESER PRESIDENT (UNTIL 8/2017) 416764 0 0 0 0 0 21600 0 0 0 438364 0 0 0 VICKI MILLARD CHIEF FINANCIAL OFFICER 151779 0 0 0 0 0 12480 0 22215 0 186474 0 0 0 MARK ALBANESE DIRECTOR OF TESTING AND RESEARCH 228879 0 0 0 0 0 18400 0 15552 0 262831 0 0 0 KENT BRYE DIRECTOR OF IT 158127 0 0 0 0 0 12840 0 21504 0 192471 0 0 0 KELLIE EARLY CHIEF STRATEGY OFFICER 178514 0 0 0 0 0 14520 0 17546 0 210580 0 0 0 MARK CONNALLY SENIOR RESEARCH PSYCHOMETRICIAN 152213 0 0 0 0 0 12400 0 18789 0 183402 0 0 0 DOUGLAS RIPKEY DEPUTY DIRECTOR OF TESTING 137183 0 0 0 0 0 11200 0 21963 0 170346 0 0 0 MICHAEL TALLMAN DEPUTY DIRECTOR OF IT 126835 0 0 0 0 0 10400 0 21987 0 159222 0 0 0 CHERRY BETH HILL DIRECTOR OF TEST & INFO SECURITY 123580 0 0 0 0 0 10056 0 21942 0 155578 0 0 0 ANDREW MROCH RESEARCH PSYCHOMETRICIAN 121027 0 0 0 0 0 9855 0 21966 0 152848 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.